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:

    Email: rosellabannister@hotmail.com

    Resource Information
    Title of Resource:
    Publication Year:
    Length: (number of pages or minutes if applicable)
    Author, if applicable:
    Provider/Source Name:
    Source Home Page
    Web Address:

    Ordering Instructions
    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  Video
     Calculator  Periodical (print)  Web-Based Materials (download)
     CD  Poster or Calendar  Web Program (use online)
     DVD "Piggy" Bank, or similar  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 Click Here for Help
     Self-Directed Study Click Here for Help
     Background Information for Teacher

    General Content Categories   
    Check all that apply. Please select at least one category.

        Resouce materials must relate to one or more of the National Standards in K-12 Personal Finance Education.

     Financial Responsibility and Decision Making

    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.