Can someone explain this to me Student Account Summary?

I’ve received my financial aid award letter and I have an estimated student account summary.
Here’s the breakdown:

Tuition and Fees: Fall: $12,045 Spring: $11,895
Perkins Loan Eligibility: $500 $500
Fed Direct Loan (subsidized): $1,731 $1,731
Fed Direct Loan (unsubsidized) $989 $989
Estimated Balance Due -$2563 -$2,712

Does that mean that give me $2000+ extra for a semester?
I put my total financial aid award letter on another thread and received more federal loans than it says above.

That math doesn’t really look right to me but you may be due a refund check from the college if your actual federal loans borrowed exceeds the direct charges (tuition and fees, room and board) from the university.

Something doesn’t seem right. Yes, the first semester is a higher cost likely because it includes one-time fees, but the balance due seems wrong.

What about the other costs…room board, books? How are those getting paid for???

Did you get any grants or scholarships? If not, then you’re not getting anything from this school but a bunch of loans.

Is this the same college that you posted your aid package on 3/7? If so I wish you would stick to one thread, there are grants there that seem like they are not yet applied to your account. You got 2 separate letters, this one and the last one?

Yes I have a $6500 scholarship and $8000 in grants. I will be living at home so there is no room and board

So…in addition to what you put in the OP to,this thread, you also have $14,500 in grants for the full year?

If so, it looks like you will have a balance to pay the college.

Yes this is the same college. No, the first letter is my actual financial aid letter and the second page is suppose to be my estimated student account somehow

Sorry, I am making this very complicated. @thumper - Yes. I’ve received $14500 in grants and scholarships for the full year and also $5775 in pell grant, $1000 for state grant and $1500 from fseog

Okay that clears it up.

Grants+loans-tuition/fees=balance

(14,500+5,775+1,000+1,500)/2+(500+1,731+989)-12,045
11,387.50+3,220-12,045
2562.50 Refund

Keep in mind that refund is from loans that will need to be repaid. You might consider not taking some of those loans.

Don’t take the unsubsidized loans. You will be getting that amount plus back as a refund. No need to take them…at all.

Next time you make a post about your aid, could you please put ALL of it in one post…all of the grants, scholarships, loans, everything. It is a lot easier to answer questions with the full picture, than getting it in dribs and drabs over several posts.

This looks like a great package but take thumper1 advice. Starting out with 6640 in loans freshman year (I assume you are a freshman) is not ideal. Hopefully living at home will help you cut back on the loans.

Ok so I will take your advice and NOT take the unsubsidized loans thank you

Always take the smallest loans necessary. If you run short, I believe can still borrow the direct loans in your FA package at a later date (in the same academic year). Hopefully thumber1 will verify this.

Yes. You can borrow the Direct loans at a later date.

You cannot borrow the Perkins Loan at a later date, likely it is only offered now. It is subsidized.

The student actually should be able to borrow he Perkins loan at a later date as well. Once it is placed on the award offer, it’s doesn’t just disappear if the student doesn’t borrow immediately.

If it were me, I would not assume that Perkins money will be available later, of the student doesn’t accept it now. Perkins lonas have limited finding per campus. If the student doesn’t accept that one, it is very possible it will not be available later.

The Direct Loans can be taken at any time during the academic year.

Well it is a a possibility that the money may not be available for a future year, but it will be available during the entire 2015-2016 year so the student doesn’t need to accept it this moment. If the student is concerned about Perkins eligibility they should speak with the school. It sounds like Dept of Ed is doing away with Perkins anyway, sO it may not be a future option regardless, depending on how the school is choosing to offer.

From a financial perspective, I think it makes sense to take the Stafford subsidized loan first before considering the Perkins or the unsubsidized Stafford loan. I believe right now the Stafford loan has a lower interest rate, so if I were her I would try to borrow as little as possible. The Perkins loan actually has a higher interest rate (5%) than the unsubsidized loan but since it’s subsidized she is still better off with it since it won’t capitalize while she’s in college.