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

2018 Student Financial Services Benchmarking Report

The 2018 Student Financial Services Benchmarking Report was released to the public on September 4, 2018.

2018 Student Financial Services Benchmarking Report Cover

How to Access the Report

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

  1. Click My NACUBO
  2. Use your institutional e-mail address and NACUBO membership password to log in
  3. On the next page, select NACUBO Research Studies link from the menu
  4. Click Access Online Research link
  5. Select 2018 Student Financial Services Benchmarking Report from the list. You can also download and print a copy of the full report from this page.

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

Purchase Report


Student Financial Services Benchmarking Report Infographics

New infographics highlight recent trends in student payment methods, credit balance refunds, and student financial services staffing.


Benefits of Participation

By responding to this survey, participants 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.


Participate in the 2019 Student Financial Services Benchmarking Survey

Email invitations with a link to access the 2019 Student Financial Services Benchmarking survey will be sent to all U.S.-based higher education institutions that are members of NACUBO as of March 2019. These links will be sent to designated SFS survey participants at each eligible institution. 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 review of the 2018 survey instrument for your planning purposes can be found here.


Lindsay Wayt

Assistant Director, Research and Policy Analysis


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NACUBO Benchmarking Tool

2018 NACUBO Student Financial Services Benchmarking Report Released

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