Call prep

Student Loan Servicer Call Script and Notes Worksheet

A copy-ready script for calling Nelnet, MOHELA, Aidvantage, Edfinancial, ECSI, Default Resolution Group, or another student loan servicer.

Free checklist No FSA ID Source-oriented steps

Get checklist Request call

Free checklist Get the servicer call script

We will send the script and help you keep notes before your next servicer call.

First name Email Phone optional Loan type

Form activity and site interactions may be monitored or documented by Student Loan Help Hub and service providers for security, fraud prevention, analytics, consent verification, lead certification, and service improvement. See Privacy Policy and Privacy Choices.

No FSA ID, password, SSN, or upfront payment. Educational information only.

Start here A servicer call goes better when the borrower starts with loan type, account status, current payment, desired outcome, and a written request for confirmation. Use a script so the call does not become a generic conversation.

Write down date, time, phone number dialed, representative name or ID, and confirmation or case number.
Ask for current loan type, owner, balance, interest rate, repayment plan, account status, and next due date.
Ask what forms or documents are required before changing repayment, consolidation, deferment, forbearance, or default options.
Ask for written confirmation and save screenshots or PDFs after the call.

Free tools Open the call script Build my guide Request a callback window Search school debt context

A copy-ready script for calling Nelnet, MOHELA, Aidvantage, Edfinancial, ECSI, Default Resolution Group.

What should I ask my student loan servicer?

Ask for loan type, owner, balance, rate, current plan, due date, status, available options, required forms, deadlines, and written confirmation.

Should I ask for a confirmation number?

Yes. Save the confirmation number, call date, representative details, and any written follow-up so you can compare later account changes.