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NACUBO Student Financial Services Benchmarking Study

2013 SFS

The Student Financial Services (SFS) Benchmarking Initiative, examines student financial services operations including unpaid balances, student accounts in collections, payment channels and methods, student refunds, third-party billing, and staffing and financial services operating budget.

The 2015 Student Financial Services Benchmarking Report Has been Released. 

The 2015 Student Financial Services Benchmarking Study was released to the public on November 20, 2015. If you were a participating institution you can access your complimentary copy through NACUBO's Online Research portal by following the instructions below (please note this is optimized for Internet Explorer):

  1. Go to
  2. Select the "My NACUBO" button on the upper right corner of the page
  3. Type in your institutional e-mail address and NACUBO membership password in the spaces provided (or you can select the Forgot Password link to reset your password)
  4. On the next page, select the link to NACUBO Online Research Publications
  5. Click on the 2015 Student Financial Services Benchmarking Study link in the left column. All of the materials for this study will be displayed in the center pane.

If your institution did not participate in the study and you would like to purchase this online publication, please visit the 2015 Student Financial Services Benchmarking Study product page and then follow the login instructions above to access the results.

Benefits of Participation

By responding to this survey, participants will receive a complimentary copy of the SFS Benchmarking Report when it is published. In addition, NACUBO members will receive complimentary access to the SFS Benchmarking Tool. This Web-based tool allows survey participants to compare their financial services indicators against national averages and self-selected groups of peer institutions. View a free demonstration of this product. Institutions must be a member of NACUBO in order to access the benchmarking tool.

Student Financial Services Policies and Procedures Survey

NACUBO's new Student Financial Services Policies and Procedures Survey will launch December 5th and will remain open until December 23rd.  This initiative intends to provide bursars, student financial services directors, and other business office personnel an overview of the types of activities, systems, and practices in student financial services offices at NACUBO-member institutions. Additionally, this survey will collect data on tuition structures, collections procedures, and financial literacy programs.

Preview the survey here

Participating in the 2016 Student Financial Services Benchmarking Study

Email invitations with a link to access our online Student Financial Services Benchmarking survey will be sent to all US-based higher education institutions. These links will be emailed to the NACUBO Prime Rep, unless another survey contact was designated, in March 2016.   If you would like to receive an email invitation to participate in the study, or have any questions related to the SFS Survey, please contact

A preview of the survey instrument for your planning purposes can be found here.


Natalie Pullaro Davis
Manager, Research and Policy Analysis