Exit Process

Graduating or Leaving

Students who are graduating or otherwise separating from Caltech are required to complete the below Three-Step Online Exit Process in order to close the Student Bursar Account and to meet loan requirement obligations if applicable.

The Three-Step Online Process

Step I (All students)

Complete the Exit Compliance Form below in PDF format:

• Exit Compliance Form

Students with loans: Go to Steps II and III below.

Students with no loans: Submit the Exit Compliance Form in PDF format to the Bursar's Office and clear any remaining balance due before you leave Caltech. If your balance is not paid in full by the time you leave Caltech, your diploma will be held until the account is satisfied. Forms may be submitted by email to BursarDocuments@caltech.edu, or by fax to (626) 304-0883. For questions please contact the Bursar's Office at (626) 395-2988.

Step II (Only students with loans)

If you received any loans, you will also need to complete the exit sessions online in addition to the Exit Compliance Form, at the appropriate links below:

For Loan Type 1 (Institute, Kendall, Kilgore loans):

1. Open the email sent to you from Heartland ECSI that contains your Heartland Key that you will need to when connecting your account.
2. Go to https://heartland.ecsi.net/
3. Click on the "Sign In" button at the top of the page.
4. After you have successfully created a new profile and/or signed in, you may need to connect your account to your profile. To do so, click on the "Connect An Account" button. You will need your Heartland Key. Once connected,  it will be redirected to your account.
5. To complete the Exit Interview, click to select the school's name, then click "View Account" button.
6. Your Exit Interview will be listed under the documents tab.
7. Complete the exit interview and email the confirmation to the Bursar's Office.

If you have any questions, please contact Heartland ECSI Customer Service at https://heartland.ecsi.net/index.main.html#/contactus

For Loan Type 2 (Stafford Subsidized or Stafford Unsubsidized loans):

1. Go to the National Student Loan Data System (NSLDS) Student Access page to create a user ID if you do not already have one.
2. Go to StudentLoans.gov and enter your user ID in the log in the box on the upper right corner of the page.
3. Select the link to Complete Exit Counseling.
4. Complete the process and email the confirmation to the Bursar's Office.

For Loan Type 3 (Emergency Loan, NGSS Loan, or Leap Loan) no exit counseling forms are required. 

Step III

Submit the Exit Compliance Form in PDF format, and the loan confirmation emails to the Bursar's Office and clear any remaining balance due before you leave Caltech. If your balance is not paid in full by the time you leave Caltech, your diploma will be held until the account is satisfied. Forms may be submitted by email to BursarDocuments@caltech.edu, or by fax to (626) 304-0883. For questions please contact the Bursar's Office at (626) 395-2988.