Financial Aid Checklist for the Class of 2030
As you begin your studies at Harvard Medical School, the Financial Aid Office wants to support your financial wellness! Please take a moment to follow the steps below as this will help you to understand and complete all necessary financial aid requirements during this transition.
Orientation & Entrance Requirements
Step 1: Create a Budget
Review your financial resources and set up an individual monthly budget. Use the AAMC’s online budgeting tool to assist in developing your personal budget.
Step 2: Complete the AAMC MedLoans Organizer and Calculator
Complete a four year projection of your loan borrowing based on your 2026-27 financial aid award package. Please complete this process prior to your individual loan counseling session with your Financial Aid Counselor.
Step 3: Complete Online Federal Loan Entrance Interview and Loan Master Promissory Notes (MPNs)
If you are a new loan borrower at HMS, you must complete this process to ensure the timely disbursement of your loan funds to your student bill.
View Loan Entrance and MPN Instructions
Step 4: One-on-One Loan Entrance Counseling
Meet with your Financial Aid Counselor to discuss your own personal projected educational loan borrowing at HMS. During this time, you will have the opportunity to ask your Financial Aid Counselor any questions you may have about your financial aid award package.
Individual appointments begin on Tuesday, July 21st. Appointments typically run no longer than 15 minutes. Please note: Appointments will take place using the Zoom video platform. Your Financial Aid Counselor will email you a meeting invite prior to your scheduled meeting time.
*Sign up for an appointment time with your Financial Aid Counselor.
Important Note: Your HarvardKey login is needed to access the linked content. This content is located in the financial aid section after login.
Step 5: Notify the Financial Aid Office of Outside Awards
If you anticipate receiving an outside scholarship, please complete the 2026-27 Outside Scholarship Form and submit it to the Financial Aid Office.
Step 6: Review Your Student Bill
Please make sure that your fall bill has been paid in full. Your bill may fluctuate regularly during the academic year. It is important to review your bill regularly by logging into the Student Accounts portal.
Your Student Bill - Watch this educational video on understanding your student bill.
Step 7: Request a Refund
If you have a credit balance on your student term bill account, you can obtain funds for living expenses.
Living Expense Refunds - Watch this educational video on understanding the refund process.
Additional Resource
AAMC FIRST Resources - Utilize this tool to learn strategies for managing your student loan debt and much more.
We look forward to working with you during your journey through Medical School.