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NACUBO Student Financial Services Benchmarking Report

3/29/2021

The Student Financial Services (SFS) Benchmarking Report examines student financial services operations, including: unpaid student account balances; student accounts in collections; payment channels and methods; student refunds; third-party billing; and staffing and financial services operating budget.

2021 Student Financial Services Benchmarking Report

Data collection for the 20201 Student Financial Services (SFS) Benchmarking report, supported by TouchNet, will begin in late March 2021. Results will be posted by September 2021. The 2021 SFS Benchmarking Survey instrument provides a listing of all data elements collected, definitions, and help text. For further information about the 2021 SFS data collection, including the name of your institution's SFS survey representative, please send a note to the NACUBO Research Team. 

The 2020 SFS Benchmarking Report, supported by TouchNet, was released to the public on September 22, 2020.

How to Access the 2020 Report

If you were a participating institution, you can access your complimentary copy by following the instructions below:

  1. Go to www.nacubo.org/login
  2. Use your institutional e-mail address and NACUBO membership password to log in
  3. On the next page, select NACUBO Research Studies link from the menu
  4. Click Access Online Research link
  5. Select 2020 Student Financial Services Benchmarking Report from the list. You can also download and print a copy of the full report from this page.

If your institution did not participate in the 2020 study, the report is available for purchase

Purchase Report

 

2019 Student Financial Services Benchmarking Report Infographics

Infographics from the 2019 SFS Benchmarking Report highlight trends in student payment methods, credit balance refunds, and student financial services staffing.

Infographics

Contact

Ken Redd

Senior Director, Research and Policy Analysis

202.861.2527

Contact

Bryan Dickson

Director, Student Financial Services and Educational Programs

202.861.2505

Contact

Steffon Gray

Assistant Director, Research and Policy Analysis

202.861.2566

Contact

Kat Masterson

Assistant Director, Research and Policy Analysis

202.861.2544

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