Personal Finance Clearinghouse Educational
Materials Submission Form
Complete one submission form for each educational resource you wish to submit and mail one review copy of each item to the Manager's address below. (If the resource is available online only, provide the direct link to the resource in the Ordering Instruction Box below.)
Mail review copy to:
Rosella Bannister, Manager
Jump$tart Personal Finance Clearinghouse
4161 Thornoaks Drive
Ann Arbor, MI 48104
Phone: 734-973-2869
If you have questions when completing this form, contact the Manager at:
Please indicate whether the resource may be requested in writing, over the phone, or online and/or may be accessed online. Check all that apply. At least one of the ordering options must be checked and the corresponding information must be provided.
Check here if the resource may be requested in writing.
Provider/Source Name
Department
Mailing Address:
City:
State:
Zip Code:
Check here if the resource may be requested by phone.
Phone:
If this is a general number, please provide the name of the department or the extension that can take a phone order.
Check here if the resource may be obtained or ordered online.
Please provide the online address that will take the user directly to the resource page, not to the provider's/source homepage.
Resource Web Address:
Please provide the link that will take the user directly to the order page.
Order Form Web Address:
Ordering Information Email Address:
Price: Please specify a price or check "free" below.
Free: Check Here if there is no charge for this material.
If the resource is free under certain conditions, please specify.
Target Audience(s)
Check all that apply.
Pre-School
5th
Grade
11th
Grade
Kindergarten
6th
Grade
12th
Grade
1st
Grade
7th
Grade
College/Young Adult
2nd
Grade
8th
Grade
Adult
Consumers
3rd
Grade
9th
Grade
All
Audiences
4th
Grade
10th
Grade
Special Needs
Check all that apply. If your material is not adapted for special needs users, skip this section.
Learning Disabled
Hearing Impaired
Visually Impaired
Other:
Resource/Material Type
Audio tape
Game
Simulation
Book (print)
Learning Toy
Teaching Guide
Booklet/Pamphlet
Lesson Plan
Textbook
Calculator
Periodical (print)
Video
CD
Poster or Calendar
Web-Based Materials (download)
DVD
"Piggy" Bank, or similar
Web Program (use online)
Workbook
Other, please specify:
Language
Please check the language.
English
Spanish
Chinese
Other, please specify:
Target Users
Check all that apply.
Classroom Teachers
Guided After-School Teaching
Home Teaching
Self-Directed Study
Background Information for Teacher
General Content Categories
Check all that apply. Please select at least one category.
Keyword topics such as financial communications, complaint procedures, consumer protection, ethics (business and consumer), financial advisors, fraud, goals, identity theft, information (sources and evaluation), systematic decision-making, wants and needs.
Please suggest keywords that describe major topics in the resource you submit
Income and Careers
Keyword topics such as employee benefits, entrepreneurship, factors affecting career choice, income sources, job application, payroll deductions, tax calculations.
Please suggest keywords that describe major topics in the resource you submit.
Planning and Money Management
Keyword topics such as budgeting, car ownership, cash flow statement, charitable giving, checking account, financial calculations, financial plan, financial services, inflation and buying power, housing, lease agreement, recordkeeping, net worth, payment methods (checks, credit and debit cards, online payment) spending behavior, wills.
Please suggest keywords that describe major topics in the resource you submit.
Credit and Debt
Keyword topics such as auto loan, bankruptcy, credit cards, costs and benefits, counseling, history and credit record, debit cards, easy-access credit, problems, sources and types, credit protection laws and rights, credit worthiness, interest on loans, mortgage loans, student loans, credit cost calculations.
Please suggest keywords that describe major topics in the resource you submit.
Risk Management and Insurance
Keyword topics such as extended warranty, insurance (auto, disability, health, liability, life, long-term care, property, renter's and government insurance protection), and insurance cost calculations.
Please suggest keywords that describe major topics in the resource you submit.
Saving and Investing
Keyword topics such as bonds, buying and selling investments, compound interest (time value of money), diversification, dollar-cost averaging, emergency fund, employer sponsored savings plans, individual retirement account (IRA), interest, dividends and yield, investment risk, investment strategies, investor protection, market regulation, mutual funds, rate of return, real estate, rule of 72, savings accounts, social security, stocks, tax-advantaged investments, financial calculations.
Please suggest keywords that describe major topics in the resource you submit.
Paragraph Description
Provide a summary of the resource you are submitting. Maximum 50 word.
Contact Information
Form submitted by:
Email address:
Phone:
I will submit a hard copy (print, CD/DVD, video, product, etc.) of this resource for review. Yes No
(Required for all submissions, unless the material is available online only.)
If we have any questions pertaining to your submission, we will contact you using the information you provided in the Contact Information section above.