Our “Sample PSLF Form” and Tips + Tricks Detail How to Successfully Fill Out the Form
PSLF Form Overview
The PSLF Form is a simple, two-page document—employers only need to complete Sections 3 + 4. Employees can generate the form using the U.S. Department of Education’s online PSLF Help Tool.
Your employees will need your IRS Employer Identification Number (EIN). You can help them by including your EIN in the communications that you send them about PSLF (See “Sample PSLF Form“).
Employers just need to complete and sign Sections 3 + 4 of the form, located on Page 2, which is clearly labeled as the “employment section” and contains a signature box for employers. You can designate anyone to sign the form, as long as they have access to the employee’s employment records.
The PSLF Form will be nearly identical for all of your employees, with only their personal information and period of employment differing.
For this reason, you can also pre-populate Section 3 of the PSLF Form with your organization’s name, EIN, and organization type to expedite the process of completing the form for individual employees.
→ To individualize the form, you would then only have to complete the rest of Section 3 by adding an individual employee’s name and period of employment, and then signing Section 4. The employee can then complete the rest of their personal information, found on Page 1. You can find a link to the form here. Employees can also submit the form to you with their information and request that you complete Sections 3 and 4.
See more PSLF Form Tips + Tricks below.
Sample PSLF Form
PSLF Form Tips + Tricks
Write out any words or letters clearly. If anything on the form is illegible, it might be rejected.
Avoid making edits to the form. If there is a mistake and you need to correct it, it is better to use a new form. If there are revisions that make the form difficult to read, it might be rejected.
Beyond signing the PSLF Form, here are some simple tips you can share with employees to help them complete their paperwork:
- Provide employees with your IRS Employment Identification Number. They will need this to generate the form using the PSLF Help Tool.
- Designate a clear point of contact in Human Resources to process PSLF forms, and ensure the forms are being completed accurately and promptly.
- Automate the form completion process. Employees will need to submit this form every year or when they leave your employment. Consider having HR staff complete and provide employees with the form on a regular basis.
- Post information about the opportunity to apply for PSLF on your employee communications platform and/or include it in your employee benefits handbook, so that new hires and existing employees can more easily find this information.
Filling out the PSLF Form should be easy, but if issues do come up, remember you are not alone!
There are several government agencies and non-profit organizations who can answer questions that you may have—and don’t forget about our PSLF Free Resources list!
The important thing is to remember that you are in an excellent position to publicize the availability of loan relief to your employees. Please do not let uncertainty about the process stand in the way.
If you have questions, ask for help!
To contact the U.S. Department of Education directly, you can email firstname.lastname@example.org
To contact us, click here.