________________________________
! 1ST REQUEST ! 2ND REQUEST ! FINAL REQUEST
Asset Request
Office of Financial Aid
209 Maytum Hall
www.fredonia.edu/finaid/
Phone #: 716-673-3253
Fax #: 716-673-3785
________________________________ Date ____________________________
________________________________ I.D. # ____________________________
Part of the Verification process requires that you report your asset information using the figures as of the day the FAFSA
was completed. __________________
Please complete this form, sign and return to the Financial Aid Office. Do not leave any questions blank. If an answer is
zero, please enter 0.
!Due to a change in assets reported on the FAFSA, we now need documentation on the belowJFDPQZPGCBOLTUBUFNFOU.
Student Assets
Checking/savings_________________________
Investment Net Worth______________________
Business/Farm Net Worth___________________
Student signature__________________________
Date____________________________________
Parent Assets
Checking/savings________________________
Investment Net Worth____________________
Business/Farm Net Worth_________________
Parent signature_________________________
Date__________________________________
Investments include real estate (do not include the home you live in), 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 edu-
cation savings accounts such as Coverdell savings accounts, 529 college savings plans and the refund value of 529 pre-
paid tuition plans. For a student who does not report parental information, the accounts owned by the student (and 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. Investment
value means the current balance or market value of these investments as of today. Investment debt means only those debts
that are related to the investments. Net worth means current value minus debt. If net worth is negative, enter 0.
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 that you (your spouse and/or your parents)
own and control and that has 100 or fewer full-time or full-time equivalent employees. Investment farm value does not
include the value of a family farm that you (your spouse and/or your parents) live on and operate.
We are unable to process your Financial Aid until we receive this form completed and signed.
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