College Financial Aid Data Form

Privacy Disclaimer Contact

Home About News Planning Services Questions Did You Know? Employee Benefits Online Consulting Links

COLLEGE FINANCIAL AID DATA FORM

This is a secure form. Your information is encrypted for your protection.

* Required

1. *Student Last Name:

2. *Student First Name: 3. MI:

4. *Student Title: Mr. Miss Ms. Mrs.

5. *Student Mailing Address:

6. *City: *State: Zip:

7. Student Home Telephone Email:

8. * Student State of Legal Residence:

9. *Date you began living in State of Legal Residence: Month/Date/Year:

10. Student Social Security No: Driver's License #:

11. Student Date of Birth: Month/Day/Year:

12. The 20/20 College Year will be the student's:

13. During the 20/20 school year, the student wants financial aid for:

INCOME, EARNINGS & BENEFITS SUMMARY

Income Sources

14. Parents Filing Status:

The following 2007 Income Figures are from:

15. Students Filing Status:

The following 2007 Income Figures are from:

16. Parents' Current Marital Status:

17. Students' Current Marital Status:

18. Number of Family Members in Your Family in 20 /20 =

Please list names and birth dates of your siblings:

Name Birth Date School Currently Attending/Year in School

19. Number of Family Members (Including parents if applicable) who will be in College:

Students in 20 /20 =

Tax Information	Parent(s)	Student
20. AGI (IRS 1040, Line 37)	$.00	$.00
20a. Father/Student "Gross" Wages Salaries and Tips: (W2)	$.00	$.00
20b. Mother/Spouse "Gross" Wages Salaries and Tips: (W2)	$.00	$.00
21. Father/Student Business/Farm Income (Loss): (Include any 1099 Income) (IRS 1040, Lines 12 & 19)	$.00	$.00
22. Mother/Spouse Business/Farm Income (Loss): (Include any 1099 Income) (IRS 1040, Lines 12 & 19)	$.00	$.00
23. Father/Student Income from Rents, Royalties, Trusts Estates, Ltd. Partnerships (IRS 1040, Line 17):	$.00	$.00
24. Mother/Spouse Income from Rents, Royalties, Trusts Estates, Ltd. Partnerships (IRS 1040, Line 17):	$.00	$.00
25. Interesst Income (IRS 1040, Line 8a)	$.00	$.00
26. Dividend Income (IRS 1040, Line 9)	$.00	$.00
27. Other Taxable Income/(Loss)	$.00	$.00
28. Other Non-Taxable Income and Benefits:
a. Social Security Benefits	$.00	$.00
b. Aid to Families with Dependents:	$.00	$.00
c. Child Support RECEIVED for all Children:	$.00	$.00
d. Contributions to 401K, 403B or other pension plans deducted from GROSS wages, salaries, tips:	$.00	$.00
e. Contributions to IRAs, Keoghs, Self Employment Plan, etc., from IRS Form 1040, Line 29	$.00	$.00
f. Other Non-Taxable Income and Benefits (Including Earned Income Credit): Explain:	$.00	$.00
g. Amount of Child Support PAID by you in 2007	$.00	$.00
h. Amount of Financial Aid RECEIVED by you in 2007	$.00	$.00
29. Total Number of 2007 Tax Exemptions
30. Will you itemize deductions next year?	Yes No	yes no
31. If YES, amount of itemized deductions from this year's Schedule A, Form 1040:	$.00	$.00
32. Enter one half of self-employment tax, IRS Form 1040, line 2E:	$.00	$.00
33. If self-employed, amount of your self employed health insurance deduction in 2007	$.00	$.00
34. Amount of Penalties for early withdrawal of savings in 2007	$.00	$.00
35. What was the total amount of Alimony Payments in 2007	$.00	$.00
36a. What was the total amount of your Medical/Dental Expenses (including premiums) that were not covered by insurance?:	$.00	$.00
36b. Elementary, junior and high school tuition:	$.00	$.00
37. 2007 Estimated Federal Income Tax:	$.00	$.00


ASSET INFORMATION SUMMARY
38. Age of Parents as of 12/31/	Father age	Mother age
39. Parents' state of legal residence:
40. Date of residency (or birth date of older parent) Month/Day/Year:


	Parent(s)		Student
	VALUE	DEBT**	VALUE	DEBT**
(Please check any figures that represent qualified retirement accounts such as IRAs, 401Ks, 403Bs, etc.)
41. Cash or Checking Account	$ .00	$ .00	$ .00	$ .00
42. Passbook Savings	$ .00	$ .00	$ .00	$ .00
43. Certificates of Deposit	$ .00	$ .00	$ .00	$ .00
44. T-Bills	$ .00	$ .00	$ .00	$ .00
45. Money Market Funds	$ .00	$ .00	$ .00	$ .00
46. Mutual Funds	$ .00	$ .00	$ .00	$ .00
47. Stocks	$ .00	$ .00	$ .00	$ .00
48. Bonds	$ .00	$ .00	$ .00	$ .00
49. Tax Exempt Bonds	$ .00	$ .00	$ .00	$ .00
50. Annuities	$ .00	$ .00	$ .00	$ .00
51. Trust Funds	$ .00	$ .00	$ .00	$ .00
52. Limited Partnerships	$ .00	$ .00	$ .00	$ .00
53. Business Assets	$ .00	$ .00	$ .00	$ .00
*Is there a corporation?	yes no		yes no
54. Farm Assets	$ .00	$ .00	$ .00	$ .00
*Do you live on a farm?	yes no		yes no
55. Other Assets	$ .00	$ .00	$ .00	$ .00
56. Are any of the student's assets in a custodial account via the Uniform Gift To Minors Act (UGMA)? yes no Amount: $.oo
**If you have pledges, or have borrowed or margined your assets, give the amounts in this column. For planning purposes include, as an asset, the value of any Retirement Plan, Pension Fund,Annuity, IRA, 401K KEOGH or Rollover froma previous Pension Plan. However, only the current year's contribution to any plan is taken into consideration in determining the EFC.


	PARENT(S)	STUDENT
57. Are you currently purchasing your home via land contract?	Yes No	Yes No
58. Monthly Home Mortgage/Rent payment: *Include 1st & 2nd Mortgage (Principal, Interest, Taxes and Insurance). Lines of Credit and Condo Fees.	$.00	$.00
59a. What is your home worth today?	$.00	$.00
59b. What is owed on your home? *Include 1st & 2nd Mortgage and any lines of credit.	First: $.00	$.00
	Second: $.00	$.00
59c. Year your home was purchased?
59d. Cost of home when purchased:	$.00	$.00
60. Do you own any other Real Estate?	Yes No	Yes No
61. How many other properties do you own?
62. PROPERTY #1:
a. What is the Property worth today?	$.00	$.00
b. What is owed on Property? *Include 1st & 2nd of blanket mortgages and any lines of credit or other debt placed on the property.	$.00	$.00
c. Year Property was purchased:
d. Purchase Price of Property	$.00	$.00
e. Is the property income generating?	Yes No	Yes No
63. PROPERTY #2:
a. What is the Property worth today?	$.00	$.00
b. What is owed on Property? *Include 1st & 2nd of blanket mortgages and any lines of credit or other debt placed on the property.	$.00	$.00
c. Year Property was purchased:
d. Purchase Price of Property	$.00	$.00
e. Is the property income generating?	Yes No	Yes No

EXPECTED INCOME, EARNINGS AND BENEFITS
64. Is either parent,student or spouse certified as a dislocated worker by an appropriate agency?	Yes No	Yes No
65. Father (Student) Expected Income:	$.00	$.00
66. Mother (Spouse) Expected Income:	$.00	$.00
67. Other Taxable Income:	$.00	$.00
68. Other Taxable Income	$.00	$.00
69. Nontaxable Income and Benefits:	$.00	$.00

STUDENT'S VETERAN'S ADMINISTRATION BENEFITS
70. Do you receive Veteran's Benefits? Yes No **If no, skip 71-73
71. If you currently receive Veteran's Dependent's Educational Assistance Program Benefits:
a. Amount per month: $ .00
b. Number of Months:
*Use only the # of months from July 1 through June 30 you expect to receive those benefits.
72. If you currently receive Veteran's Educational Assistance Program Benefits:
a. Amount per month: $ .00
b. Number of Months:
*Use only the # of months from July 1 through June 30 you expect to receive those benefits.
73. If you currently receive Veteran's Administration Benefits:
a. Amount per month: $ .00
b. Number of Months:
*Use only the # of months from July 1 through June 30 you expect to receive those benefits.

>>>>

STUDENT GENERAL INFORMATION

1. Marital Status:

2. Date you were married, widowed, divorced or separated:

3. Citizenship:

4. If you answered #2 to the above, what is your eight or nine digit Alien Registration Number?

(123456789)

5. Will you have your first bachelor's degree before July 1, ? Yes No

6. Birth Date:

7. Are you a Veteran of the US Armed Forces? Yes No

8. Are you a Ward of the Court or are both parents dead? Yes No

*Answer YES if both parents are dead and you do not have an adoptive parent or legal guardian, or you are a Ward of the Court.

9. Do you have legal Dependents (other than a spouse)?

*Answer YES if the student has any children or any other people that live with the student and will continue during the 2007/2008 school year to receive more than half their support from the student.
How many dependents are age 0-5? age 6-12? age 13+?

10. For how many dependent children will you pay child care expenses in 2007/2008

11. How many of your parents will be in college at least half time during the 2007/2008
school year? No Parents One Parent Both Parents

12. Driver License Number & State of Issue: (xxxxxxxxx)

13. Have you registered with the Selective Service?

If YES, what is your Selective Service Number?

14. Student's Current Occupation/Employer:

Employer's Address:
Will you continue to work for this employer during the 2007/2008 school year?
Yes Yes
Student's Previous Employer(s):

15. Religious Background (optional):

16. Ethnic Background (optional):

17. Is English the primary language spoken in your home?
If no, list language:

HIGH SCHOOL INFORMATION (attach another page if necessary)

1. Name and location of High School:

2. Graduating Class: 3. Grade Point Average: 4. Class rank and %ile:

5. Test Scores: SAT I Composite ACT: SAT II:

6. Academic Honors and Achievements:

7. Honors, AP, or International Baccalaureate Courses:

8. Athletics Participation and Achievements:

9. Arts Participation and Achievements:

10. Other Extracurricular Activities:

COLLEGE PLANS AND INTERESTS

1. What career interests you?

2. What is your intended major in college?

3. Do you plan on graduate study? If so, in what?

4. Do you have any specific colleges/universities that you are interested in attending?
If so, please list:

5. What are you looking for in a college? (location, public vs. private, coed vs. single sex,
size of community, size of school, any specific programs or student activities that are
important to you)

IF YOU HAVE ATTENDED OR ARE CURRENTLY ATTENDING COLLEGE:
1. List all colleges you have attended (most recent first):
NAME	CITY/STATE	FROM:	TO:	DEGREE RECEIVED:
1.
2.
3.

2. Have you attended more than three colleges?

How many colleges in total?

3. If you are currently attending college, do you plan to attend the same college
in 2007/2008?

4. Date you expect to complete your current college degree/certificate (MO/YR):

5. Do you currently have any Student Loans (Perkins, Stafford, SLS, PLUS, Consolidation)?

(If yes, provide details)

Type of loan	Total unpaid balance	Interest rate	Date of oldest loan

IF YOU WILL BE ATTENDING COLLEGE THIS UPCOMING SCHOOL YEAR:

1. Summer :

2. Fall :

3. Winter :

4. Spring :

PARENT'S GENERAL INFORMATION

1. Father's Full Name:

DOB: SSN: E-mail:

Educational Level:

College(s) Attended:

Occupation:

Current Employer: # Of Years:

Professional Organizations:

Civic or Personal Interest Organizations:

Military Veteran? Yes No

2. Mother's Full Name:

DOB: SSN: E-mail:

Educational Level:

College(s) Attended:

Occupation:

Current Employer: # Of Years:

Professional Organizations:

Civic or Personal Interest Organizations:

Military Veteran? Yes No

DIVORCED, SEPARATED, WIDOWED OR REMARRIED PARENTS ONLY!

1. Date of Separation/Divorce: 2. Date of death of spouse:

3. According to court order, when will support for the student end?

4. Who last claimed the student as a tax exemption?

5. In which year was the student last claimed?

6. Is there an education clause (agreement) in the divorce decree? Yes No

7. If YES, please provide details:

8. Stepfather's Full Name:

DOB: SSN:

Educational Level:

College(s) Attended:

Occupation:

Current Employer: # Of Years:

Professional Organizations:

Civic or Personal Interest Organizations:

Military Veteran? Yes No

9. Stepmother's Full Name:

DOB: SSN:

Educational Level:

College(s) Attended:

Occupation:

Current Employer: # Of Years:

Professional Organizations:

Civic or Personal Interest Organizations:

Military Veteran? Yes No

Home About News Planning Services Questions Did You Know? Employee Benefits Contact Links Sitemap