15CV6 3/23/15
In 2014 did anyone in the household RECEIVE child support?
If yes, enter annual amount received in 2014: $________________
Asset Information
Independent Students, enter N/A for Parents (*for help, see notes below):
Student/Spouse
Parent As of today, what was your total current balance of cash, savings, and
checking accounts? Do not include student financial aid.
Enter Zero (0) if none.
Student/Spouse Parent As of today, what was the net worth of your investments, including real
estate (not your home)? See notes on bottom of form.
Enter Zero (0) if none.
Student/Spouse Parent As of today, what was the net worth of your current businesses and/or
family owned businesses and/or investment farms? Do not include a
farm that you live on and operate. See notes on bottom of form.
Enter Zero (0) if none.
*
Notes for Asset Questions
Net worth means current value minus debt. If net worth is negative, enter 0.
Investments include real estate (do not include the home in which you live), rental property (includes a unit within a family home that has its own
entrance, kitchen, and bath rented to someone other than a family member) trust funds, UGMA and UTMA accounts, money market funds, mutual
funds, certificates of deposit, stocks, stock options, bonds, other securities, installment and land sale contracts (including mortgages held),
commodities, etc.
Investments also include qualified educational benefits or education savings accounts (e.g. Coverdell savings accounts, 529 college savings plans
and the refund value of 529 prepaid tuition plans). For a student who does not report parental information, the accounts, owned by the student
(and/or the student’s spouse) are reported as student investments. For a student who must report parental information, the accounts are reported as
parental investments, including all accounts owned by the student and all accounts owned by the parents for any member of the household.
Investments do not include the home you live in, the value of life insurance, retirement plans (401[k] plans, pension funds, annuities, non-education
IRAs, Keogh plans, etc.) or cash, savings and checking accounts already reported as cash. Investments also do not include UGMA and UTMA
accounts for which you are the custodian, but not the owner.
Investment value means the current balance or market value of these investments as of the day you completed the FAFSA. Investment debt means
only those debts that are related to the investments.
Business and/or investment farm value includes the market value of land, buildings, machinery, equipment, inventory, etc. Business and/or
investment farm debt means only those debts for which the business or investment farm was used as collateral.
Business value does not include the value of a small business if your family owns and controls more than 50 percent of the business and the
business has 100 or fewer full-time or full-time equivalent employees. For small business value, your family includes (1) persons directly related to
you, such as a parent, sister or cousin, or (2) persons who are or were related to you by marriage, such as a spouse, stepparent or sister-in-law.
Investment farm value does not include the value of a family farm that you (your spouse and/or your parents) live on and operate.
Untaxed Income information
If the section does not apply to you please enter N/A in the first line.
A. Payments to tax-deferred pension and retirement savings
List any payments (direct or withheld from earnings) to tax-deferred pension and retirement savings plans
(e.g., 401(k) or 403(b) plans), including, but not limited to, amounts reported on W-2 forms in Boxes 12a
through 12d with codes D, E, F, G, H, and S. Submit a copy of all W2’s received for 2014 to the
Financial Aid Office.
Name of Person Who Made the Payment Total Amount Paid in 2014
$
$
Student/Spouse Parent None