Financial Aid Office Phone 518-255-5623
106 Suffolk Circle Fax 518-255-5844
Cobleskill, NY 12043 Financialaid@cobleskill.edu
DO NOT LEAVE ANY QUESTIONS UNANASWERED.
YOU MUST “CHECK” A BOX FOR EACH QUESTION.
2017-2018 EOP FINANCIAL ELIGIBILITY WORKSHEET
STEP 1 - STUDENT INFORMATION
Last Name First Name Student ID Number
Permanent Address Street & Number City/State/Zip Date of Birth
Phone Number to Contact if Questions Arise About This Form (Include Area Code) Email Address
STEP 2 - FAMILY INFORMATION
List below the people that your parents will support between July 1, 2017 and June 30, 2018. Include:
yourself, even if you don’t live with your parents
your parent(s) – (including stepparent)
your parent(s)’ other children (even if they don’t live with your parent(s), and (a) your parent(s) provide more than half of
their support or (b) if they would be required to give parental information when applying for Federal student aid.)
Include other people as part of your family only if:
they now live with your parent(s) and received more than half of their support from your parent(s) AND
they will continue to get more than half of their support from July 1, 2017 through June 30, 2018
Also write in the name of the college for any household member, excluding your parent(s), who will be attending college at least
halftime between July 1, 2017 and June 30, 2018, and will be enrolled in a degree, diploma, or certificate program. If you need
more space, attach a separate page.
Full Name Age Relationship
Name of College/Degree Program
(If at least half-time 2017-2018)
Self SUNY Cobleskill
STEP 3 - SUPPLEMENTAL NUTRITION ASSISTANCE PROGRAM (SNAP)
Did someone in your parent(s)’ household (listed in Step 2) receive SNAP Benefits in 2015 or 2016?
Check only one box below.
YES, one of the persons listed in Step 2 of this worksheet received SNAP benefits in 2015 and/or 2016.
(Attach documentation showing that you qualified for SNAP.)
NO, none of the persons listed in Step 2 of this worksheet received SNAP benefits in 2015 and/or 2016.
DO NOT LEAVE ANY QUESTIONS UNANASWERED.
YOU MUST “CHECK” A BOX FOR EACH QUESTION.
STEP 4 - PUBLIC ASSISTANCE
Did someone in your parent(s)’ household (listed in Step 2) receive Public Assistance in 2015 and/or 2016?
Check only one box below.
YES, one of the persons listed in Step 2 of this worksheet received Public Assistance in 2015 and/or 2016.
NO, none of the persons listed in Step 2 of this worksheet received Public Assistance.
STEP 5 - SOCIAL SECURITY BENEFITS
Did someone in your parent(s)’ household (listed in Step 2) receive Social Security Benefits in 2015?
Check only one box below.
YES, one of the persons listed in Step 2 of this worksheet received Social Security Benefits in 2015.
(Attach a copy of the 1099-SSA for all family members who received Social Security Benefits.)
NO, none of the persons listed in Step 2 of this worksheet received Social Security Benefits.
STEP 6 - UNTAXED INCOME OR BENEFITS
Did someone in your parent(s)’ household (listed in Step 2) receive untaxed income or Benefits in 2015?
Check only one box below.
YES, one of the persons listed in Step 2 of this worksheet received Untaxed income or Benefits in 2015
such as disability or workers’ compensation. (Attach a statement from the agency benefits are received
from.)
NO, none of the persons listed in Step 2 of this worksheet received any untaxed income or benefits.
STEP 7 - CHILD SUPPORT
Check only one box below for each question.
Did you or your parent(s) listed in Step 2 of this worksheet PAY child support for the year of 2015?
YES (complete table below) NO
Did you or your parent(s) listed in Step 2 of this worksheet RECEIVE child support for the year of 2015?
YES (complete table below) NO
AMOUNT of Child Support
Paid or Received
Name of WHO Child Support Was
Paid or Received To
NAME and AGE of Child
Paying or Receiving Support For
STEP 8 - VERIFYING INCOME INFORMATION
According to federal regulations schools will no longer be able to accept photocopies of tax returns. The best way to verify
income is by using the IRS Data Retrieval Tool when completing or updating your FAFSA on the web. If you do not use this
method when completing or updating your FAFSA you must submit a 2015 IRS Tax Return Transcript. To request an IRS
Tax Return Transcript visit www.irs.gov and use Form 4506-T, or go to the “Tools” section on their website and click on “Get A
Tax Transcript”, or call 800-908-9946. Be sure to only request a Tax Return Transcript, NOT an Account Transcript. After
using the IRS Data Retrieval tool students are advised to not make any changes to either parent(s)/student’s income information
on their FAFSA. Please contact the Financial Aid Office if you have had a change in income that is not reflected on your
FAFSA.
Financial Aid Office Phone 518-255-5623
106 Suffolk Circle Fax 518-255-5844
Cobleskill, NY 12043 Financialaid@cobleskill.edu
DO NOT LEAVE ANY QUESTIONS UNANASWERED.
YOU MUST “CHECK” A BOX FOR EACH QUESTION.
STEP 9 - STUDENT’S INCOME INFORMATION
Check ONLY one box below. See “Verifying Income Information” Step 8 on how to request your IRS Tax Return
Transcript.
Check here if you did file a 2015 Federal Tax Return and you used the IRS Data Retrieval process when
completing/updating you 2017-2018 FAFSA.
o Attach a copy of your W-2(s)
Check here if you did file a 2015 Federal Tax Return and a 2015 Federal Tax Return Transcript is attached.
(See Step 8)
o Attach a copy of your W-2(s)
Check here if you did NOT file a 2015 Federal Tax Return and weren’t required to.
o If you did not file a 2015 Federal Tax Return but did work in 2015 and had earnings, please state
the name of your employer(s) below and the total amount earned in 2015
o Attach a copy of your W-2(s)
o Attach the 4506-T form
Total Amount Earned in 2015 from employment: _____________________________________________
Employer’s Name(s) _____________________________________________________________________
STEP 10 - PARENT OR SPOUSE INCOME INFORMATION
Check ONLY one box below. See “Verifying Income Information” Step 8 on how to request your IRS Tax Return
Transcript.
Check here if you did file a 2015 Federal Tax Return and you used the IRS Data Retrieval process when
completing/updating you 2017-2018 FAFSA.
o Attach a copy of your W-2(s)
Check here if you did file a 2015 Federal Tax Return and a 2015 Federal Tax Return Transcript is attached.
(See Step 8)
o Attach a copy of your W-2(s)
Check here if you did NOT file a 2015 Federal Tax Return and weren’t required to.
o If you did not file a 2015 Federal Tax Return but did work in 2015 and had earnings, please state
the name of your employer(s) below and the total amount earned in 2015
o Attach a copy of your W-2(s)
o Attach the 4506-T form
Total Amount Earned in 2015 from employment: _____________________________________________
Employer’s Name(s) _____________________________________________________________________
STEP 11 - SIGN THIS WORKSHEET
By signing this worksheet, I certify all the information reported is complete and correct:
_________________________________________________________ _____________________
Student Date
_________________________________________________________ _____________________
Parent Signature (IF student is dependent) / Spouse Signature (IF student is married) Date
DO NOT LEAVE ANY QUESTIONS UNANASWERED.
YOU MUST “CHECK” A BOX FOR EACH QUESTION.
How to Use the IRS Data Retrieval Tool?
The IRS Data Retrieval Tool transfers your IRS tax information directly into your FAFSA. To
use the Data Retrieval Tool, complete the following steps:
1. Go to fafsa.ed.gov and select the “Start Here” button
2. Log in using your FSA ID
3. Select the “Continue” or “Make a Correction” button
4. Select the "Financial Information" tab from the top of the page.
Instructions for the parent to request the parent IRS information:
1. Go to "Parent Financial Information" page
2. Answer the questions in the first box to see if you are eligible to use the IRS Data Retrieval Tool
3. If eligible, select which parent is providing information on the FAFSA
4. Enter the FSA ID for the parent providing the information
5. Click "Link to IRS"
6. Review the information displayed and select the “Transfer My Information into the FAFSA”
option
Instructions for the student to request the student IRS information:
1. Go to "Student Financial Information" page
2. Answer the questions in the first box to see if you are eligible to use the IRS Data Retrieval Tool
3. If eligible, click "Link to IRS"
4. Review the information displayed and select the “Transfer My Information into the FAFSA”
option
5. Proceed to the Sign and Submit page