Student Loans, Should You Consolidate?  
           by Robert G. Yetman, Jr.

A college degree remains one of society’s most sought-after credentials.  General statistics suggest that a person armed with a bachelor’s degree (four-year degree) can earn roughly $1 million more (over the course of his working life) than a person who possesses a high school diploma alone.  Unfortunately, the financial cost associated with obtaining that prized possession has skyrocketed over the past couple of decades.  In order to finance higher education, many people turn to student loans which allow the borrower to pursue his education on borrowed funds while deferring the commencement of the repayment obligation until graduation.  Once they leave school, however, many young people often encounter difficulty with the financial management of their new student loan obligations upon graduation, both in particular and also within the context of the numerous other financial obligations that self-sufficient adults must face.  To help with the student loan part of the problem, enter the Federal Student Loan Consolidation program. 

The key beneficial feature of the program is that it permits the borrower to combine all outstanding federal student loans into one loan and extend the repayment term; the resulting benefit is a single student loan repayment obligation with a lower (in some cases, much lower) monthly financial obligation than that previously endured.  The key disadvantage is that by extending out the repayment period, borrowers stand to end up repaying a lot more total money over time. 

Historically, many financial professionals have been less-than-enthusiastic about consolidation loans, in general.  First and foremost, there is the aforementioned potential for paying out a lot more money overall with the extended repayment periods; additionally, there is the too-often observed propensity of many people to take on additional debt as they get comfortable with the greater room realized in their monthly budgets from the consolidation of previous debt.  Still, people who are aggressively pursuing consolidation options are doing so because they’ve recognized an acute shortage in disposable income each month, and need to make a change right away, and as loan consolidation goes, the Federal Student Loan Consolidation program offers some of the most beneficial terms. 

For one thing, Federal Student Consolidation Loans don’t have prepayment penalties, which means you can pay your balance down as fast as you want.  Furthermore, the law prohibits lenders from assessing application fees and origination fees.  Plus, there is no credit check.  As for rate and term, the program is very competitive: The interest rate is generally determined based on the weighted average of all of the loans being consolidated, rounded up to the nearest eighth of a percent, but in no case in excess of 8.25%.  There is also a variety of repayment terms available, which enhances the attractiveness of the program.

Before you get too excited about all of this, remember that we’re talking about the consolidation of federal student loans, not private student loans.  Private student loans are not eligible to be rolled into this program.  There are, of course, consolidation loans offered everywhere on behalf of private student loans, but banks and other lending institutions making private student consolidation loans are not bound by the federal consolidation loan terms that are so beneficial to borrowers.  This means that private consolidation loans can assess application fees, origination fees, have less agreeable repayment terms, etc.; in short, they are loans made strictly through the private market (like most loans), so they can be less agreeable.  As for private loan consolidation, that is something that you would simply have to research with lenders to get the best deal for yourself, as if you were shopping for a car loan.  None of the beneficial features of a Federal loan would necessarily apply (such as no application fees, low interest, etc.).

As for eligibility, basically any student loan that originates through the federal government is eligible for Federal Student Loan Consolidation, including Stafford, PLUS, Graduate PLUS, Perkins, and SLS loans (Supplemental Loans for Students); this is, by no means, a complete list, but if you have a federal student loan of some kind, it is likely eligible.  If your loan originated through the Federal Family Education Loan Program (FFELP) or the Federal Direct Loan Program (FDLP), you’re “good to go,” although a variety of other federal student loans are eligible, as well.

In short, if you are one of the folks who took on a lot of federal student loan debt in order to finance your education and now find yourself needing some additional room in your monthly budget, the Federal Student Loan Consolidation program may be just what the financial doctor ordered.  Most banks and other lending institutions participate in making Federal Student Consolidation loans, so you shouldn’t have to look too far in finding the program.  If your particular institution does not make this available, a good place to turn is Sallie Mae (Student Loan Marketing Association), a former government-sponsored enterprise that is now private; the company remains the country’s largest originator of federally insured student loans and you can go to them to help with your federal student loan consolidation needs.  You may reach Sallie Mae on the web at www.salliemae.com, or by phone at 888-272-5543.  


 

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