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Contract

Completion
Training

Revised: September

Service Agreement:
Part 1

Get
Get this
this #
#
from
from invite
invite
letter
letter
If
If no
no Email
Email
Address,
Address,
write
write
None
None

All families
complete this
form
Families get
the Yellow
and Pink
copies of the
Service
Agreement

Service Agreement:
Part 2

Be sure the Cancel Date and Date of


Workshop are complete on the Back of

Check
Check only
only One
One
payment
payment option
option
next
next to
to either:
either:
One
One Student
Student
or
or Family
Family Plan
Plan
depending
depending on
on
the
the Payment
Payment
Type
Type
Initials,
Initials,
Signature
Signature
s,
s, and
and
Date
Date are
are
aa Must
Must

Notice of Cancellation
Contract
Contract
Date
Date goes
goes
here
here on
on All
All 3
3
Copies
Copies
Date
Date of
of
Following
Following
Wednesday
Wednesday
(Third
(Third
Business
Business
Day)
Day) goes
goes
here
here on
on All
All 3
3
Copies
Copies

The Cancellation
Form is on the
Back of the
Service
Agreement

Retail Installment
Contract: Part 1

Staple
Staple a
a
Signed
Signed Credit
Credit
Card
Card Slip,
Slip, aa
Check,
Check, or
or Fill
Fill
in
in Bank
Bank Info
Info

Social
Social Security
Security
#
# is
is Optional
Optional
Top
Top Section:
Section:
Include
Include
Account
Account
Billing
Billing
Address
Address of
of the
the
person
person
responsible
responsible
Indicate
Indicate
for
payment
for
payment
Date
Date of
of First
First
Installment
Installment
here
here
This
This form
form is
is for
for
families
families
choosing
choosing the
the
Weekly
Weekly Plan.
Plan.
IMPORTANT:
IMPORTANT:
This
This form
form
requires
requires 2
2
Client
Client

Retail Installment
Contract: Part 2
EC
EC Signature
Signature
here
here

Client
Client
Signature
Signature here
here

Indicate
Indicate Date
Date of
of
Down
Down Payment
Payment
here
here

Indicate
Indicate Date
Date of
of
First
First
Installment
Installment here
here

Client
receives
Yellow
Copy

EFT/Credit Card
Agreement: Part 1
Client
Client #
# is
is
the
the
Reservation
Reservation
Number
Number on
on
the
the invite
invite
Check
Check
one
letter
letter one
Payment
Payment
Type
Type in
in this
this
section
section
Check
Check one
one
Plan
Plan Price
Price in
in
this
this section
section
If
If Billing
Billing
Address
Address is
is
different
different
from
from what
what is
is
on
on the
the
Service
Service
Agreement,
Agreement,
please
please

EFT/Credit Card
Agreement: Part 2
Signature
Signature of
of
the
the Person
Person
Responsible
Responsible
for
for Payment
Payment
goes
goes here
here

Client
receives
Yellow
Copy

Attach
Attach aa
Voided
Voided
Check
Check OR
OR
Credit
Credit Card
Card
Slip.
Slip. If
If no
no
Check
Check or
or
Credit
Credit Card,
Card,
Fill
Fill Out
Out
Account
Account
Info.
Info.

Credit Card Slip


Card
Card Imprint
Imprint goes
goes here.
here. If
If
unreadable,
unreadable, info
info must
must be
be
handwritten
handwritten SOMEWHERE
SOMEWHERE ELSE
ELSE
on
on the
the CC
CC Slip.
Slip.
4444
1111

3333

2222

06/16

JOE M. SMITH

Signature
Signature of
of
Adult
Adult
Responsible
Responsible for
for
Payment
Payment here
here

List
List Down
Down Payment
Payment Amount,
Amount,
Installment
Installment Amount,
Amount, #
# of
of
Installments,
Installments, and
and Installment
Installment
Frequency
Frequency here
here

Common MistakesFilling in Client


Number
Use
Use the
the
Clients
Clients
Complete
Complete
Client
Client #.
#. This
This
makes
makes it
it easier
easier
on
on the
the client
client
when
when
contacting
contacting the
the
home
home office.
office.

Common MistakesRetail Installment


Contract
Make
Make sure
sure the
the Down
Down Payment
Payment Date
Date is
is correct
correct
and
and matches
matches the
the clients
clients expectations.
expectations. If
If Down
Down
Payment
Payment must
must be
be held,
held, put
put a
a Sticky
Sticky Note
Note on
on
the
the front
front of
of the
the Retail
Retail Installment
Installment Contract.
Contract.

Common MistakesCredit Card Slip


Be
Be sure
sure to
to give
give a
a
detailed
detailed
description
description of
of the
the
transaction,
transaction,
including:
including:
Down
Down Payment
Payment
Amount
Amount
Installment
Installment
Amount
Amount
Number
Number of
of
Installments
Installments
Installment
Installment
Frequency
Frequency

This
This slip
slip is
is our
our
authorization
authorization to
to
make
make charges,
charges, so
so it
it
Must
Must Be
Be Specific.
Specific.

Student & Parent Questio


n
nai r e
Student Responses:
Students full name: ____________________________________ Reservatio
n
#:__________________________________
Name of Parent(s) or Legal Guardian attending today: _______________________________________________________
Address: ________________________________________City: _____________________ State: _____ Zip code: ________
Home phone:____________________ Parent email:____________________ Parent cell phone:____________________
Are you a U.S. Citizen:
Current Grade Level:

Yes
8th

Cumulative GPA: ___________

No
9th

If no, are you a permanent resident?


10th

11th

12th

Yes

No

Year of High School Graduatio


n : _ ___________

Name of High School:_________________________________________


i
:
a

Standardized Test Scores (if taken): PSAT_______ SAT_______ ACT_______ Upcoming __________________________
Current Extracurricular
i
Activties List activ
s tiesand #of years i nf ine rts, athl e tic, community service, clubs, work, etc.
#Yrs ____ Activ
i
ty ______________________________ #Yrs _____iActivty ____________________________________
#Yrs ____ Activ
i
ty ______________________________ #Yrs _____iActivty ____________________________________
Awards & Accomplishments (in academics and/or extracurricular
i
) activties ______________________________________
___________________________________________________________________________________________________
Do you have an idea of what you would like to study in college? (If yes, please state):_______________________________
___________________________________________________________________________________________________
List any colleges that you may be interested in attending:_____________________________________________________
___________________________________________________________________________________________________

Parent Responses:
Are there any other children living in your household? _____ Grades: ______/______/______/______/______
Are you a single parent household?
Yes
No If yes, with whom does student reside?
Mother
Father
Please circle the number below that best representsyour level of concern about each of the following, with"1" being
somewhat concerned and "5" beingextremely concerned:
12345

Choosing the right career based on my


, students unique gifts t alents,uaptitde, e
and passi ons so
that they can graduate on tim and start in a career they enjoy

12345

Choosing the right college based on our student's career choice, our concern about campus
safety, our family values, and our ability to pay

12345

Having access to quality tutoring for those circumstances when my student needspersonalized
help in math and science subjects

12345

Improving our students SAT & ACT test scores to meet admission requirements and increase
a
finnci al ai d oppor tuni ties

12345

Figuring out how to pay for college without taking on unreasonable debt

1234a
5

Making costly mistakes that may cause us to miss


n out on finnci al ai d and educ atio t ax credits
we are entit
l ed t o receive

For
C3 Use Only:
1
2
3
4
5
6
____________________________________________________________________________________________
l

EC Initia _ _____

n is f or use only by C3 Enrollment Consultants in determining C3 program eligibility and is not shared or used by any other
i
non--affilated organizatio
n . 11- 8- 13
SPQNR1113 This informatio

Packing
Order
1.Student/Pare
nt
Questionnair
e
2.Retail
Installment
Contract
3.Credit Card
Slip/Check/Ba
nk Account
When
stacked
inInfo
order,
4.Service
Staple the
Agreement
TOP
LEFT of
the packet

Contracts & Payment- Extra


Tips
When stacking contract papers, be sure that the Service
Agreement is on top. This helps us locate clients faster when
skimming through contracts.
If a client requests that we hold the down payment until a specific
date, write it on a sticky note and place it on the front of the Retail
Installment Contract. Do Not Staple Sticky Note. Small notes in
the margins or on the credit card slip are too easy to miss.
Make sure all dates are accurate. When the Retail Installment
Contract lists a different down payment date than the credit card
slip or handwritten sticky notes, this can cause our clients
confusion and frustration. This could lead to increased
Pendings or Cancellations.
Never, under any circumstances, accept cash for a down payment
if the client does not have payment information available for the
future installments.
Make sure that all signatures and initials are present on
each page of the contract. Each signature has a purpose and
provides us with a unique authorization. We cannot enforce the
contract without them.

MapQuest- Mileage
Reports

Include
Include EC
EC
Name
Name here.
here.
(Name
(Name must
must
match
match what
what is
is on
on
the
the RD
RD Cover
Cover
Make
Make
sure
Sheet)
Sheet)sure
mileage
mileage is
is listed
listed
at
at the
the top
top of
of the
the
first
first page
page
From:
From: Home
Home
Address
Address on
on File
File
To:
To: Workshop
Workshop
Address
Address
(Must
(Must include
include
Street
Street #,
#, not
not just
just
City
City to
to City)
City)

Always select
Fastest
Route

Regional Director Cover


Sheet- Part 1

If
If someone
someone drove
drove
less
less than
than 60
60 miles
miles
(Miles
(Miles <
< 60),
60), aa
MapQuest
MapQuest should
should not
not
be
be submitted.
submitted.
If
If the
the mileage
mileage
one
one way
way is
is
Between
Between 60
60
and
99,
mark
and 99, mark
the
the column
column
Drive
Drive >
> 60
60
Miles
Miles

Mark
Mark the
the correct
correct
box
box for
for EC
EC
Mileage.
Mileage. Do
Do Not
Not
Mark
Mark for
for RDs
RDs (RD
(RD
mileage
mileage is
is not
not
reimbursed)
If
reimbursed)
If the
the mileage
mileage

If
If the
the mileage
mileage
one
one way
way is
is
Between
Between 100
100
and
299,
mark
and 299, mark
the
the column
column
Drive
Drive >
> 100
100
Miles
Miles

one
one way
way is
is
Greater
Greater than
than
300,
mark
300, mark the
the
column
Drive
column Drive
>
> 300
300 Miles
Miles

Company Name

REGIONAL DIRECTOR COVER SHEET

Independent Contractor's
Name

RD

Regional Director

EC

Enrollment Counselor 1

Total
# of
Independent Sales
Contractor Submi Paid In Full
Number
tted
$1998

58 Payments
$38

$19

Paid in
Full
$2998

58
Drive >
Payments Drive > 60
100
Drive >
$57 down
Miles
Miles 300 Miles

Fly

Sunday 80+
Night Miles
Stay
Away

1000

100

17

Drove 59 miles one


way

Drove 99 miles one

Regional Director Cover


Sheet- Part 2
If
If an
an ECs
ECs flight
flight leaves
leaves
Monday
and
a
Sunday
Monday and a Sunday
night
night hotel
hotel stay
stay is
is
required,
required, mark
mark
Sunday
Sunday Night
Night
Stay
Stay for
for that
that EC.
EC.

If
If the
the Airport
Airport is
is >80
>80
from
from the
the work
work site,
site,
mark
mark 80+
80+ Miles
Miles
Away
Away for
for that
that EC
EC
(include
MapQuest)
(include MapQuest)

Company Name

REGIONAL DIRECTOR COVER SHEET

Independent Contractor's
Name

RD

Regional Director

EC

Total
# of
Independent Sales
Contractor Submi Paid In Full
Number
tted
$1998

58 Payments
$38

$19

Paid in
Full
$2998

58
Drive >
Payments Drive > 60
100
Drive >
$57 down
Miles
Miles 300 Miles

Fly

Sunday 80+
Night
Miles
Stay
Away

1000

Enrollment Counselor 1

100

17

Drove 59 miles one


way

EC

Enrollment Counselor 2

101

13

Drove 99 miles one


way

EC

Enrollment Counselor 3

102

Drove 299 miles


one way

EC

Enrollment Counselor 4

103

Drove 301 miles


one way