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The Student Financial Services (SFS) Policies and Procedures Report, examines various policies and procedures used by student financial services operations. This triennial survey collects information in areas regarding services provided to students, collection policies and account receivables, write-off policies, financial responsibility agreements, Veteran Affairs, student financial literacy, integrated services, and student information systems.

2019 Student Financial Services Policies and Procedures Report

The 2019 SFS Policies and Procedures Report, supported by TouchNet, was released on April 20, 2020.

2019 Student Financial Services Policies and Procedures Report Cover

How to Access the Report

If you were a participating institution, you can access your complimentary copy by following the instructions below:

  1. Click the product link
  2. Click Log In top right
  3. Use your institutional e-mail address and NACUBO membership password to log in


If your institution did not participate in the study, the report is available for purchase.

Purchase Report


Bryan Dickson

Director, Student Financial Services and Educational Programs



Ken Redd

Senior Director, Research and Policy Analysis


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