Applying for financial aid may seem complicated and confusing, but its completion is not as difficult as it may appear. Applications are available in December. Be aware of any filing deadlines. The following is a checklist of items you will use to complete the form:
- Parents' and student's 2013 federal tax returns. If the returns will not be completed prior to the earliest college application deadline, provide estimated figures.
- W-2 forms and any other statements of earnings. Review box 12a-d, (W-2 Form) for untaxed pension contributions.
- Current bank, stock and investment statements for both parents and student.
- Value of real estate. Do not include primary residence.
- Value of any business assets. Do not include net value of family owned business with less than 100 employees.
- Value of any S corporation or investment farms.
- Medical and dental bills paid and not reimbursed by insurance in 2013.
- Records of tuition paid in 2013 to private elementary or secondary schools for applicant's siblings.
- Records of untaxed income received in 2013 such as welfare, Social Security, TANF, child support, or veteran benefits.
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e-mail us if you have any questions.