Education

The Education page allows you to specify college costs for a college savings plan. The only required fields are Begin Year, End Year and Current Cost.

To add an education record, do the following:

1. Click the Student Name drop-down and select the client member.

2. The Birth Year is automatically filled in based on the client member.

3. In the Begin Year field, fill in the first year of college.

4. In the End Year field, fill in the last year of college.

5. In the School Name field, enter the name of the school.

6. In the Current Cost field, click the magnifying glass icon. The Find College Cost dialog opens.

Note: You can also click the Find College Cost button to open the college cost calculator.

7. Click the Within drop-down and select Average Cost, Name or State.

8. Select average cost or the school and click OK.

9. If desired, in the Growth Rate field, enter a percentage value. The default is zero.

To add a new row, click Add.

To delete an education record, check its box and click Delete.