2019-2020 ASSET FORM
After evaluating the information on your FAFSA and 2017 federal tax transcript(s), additional information is needed
in order to complete your application.
DO NOT LEAVE ANY LINE BLANK. USE ZEROS IF NO VALUE or N/A IF NOT APPLICABLE
ASSET VALUE (AS OF FAFSA FILING DATE):
STUDENT & SPOUSE
PARENT - IFYOU ARE A
CASH, SAVINGS AND CHECKING $ $
INVESTMENT VALUE
STUDENT & SPOUSE
PARENT - IFYOU ARE A
DEPENDENT STUDENT
REAL ESTATE (DO NOT INCLUDE THE HOME YOU LIVE IN)
$
$
CDs, STOCKS, TRUST FUNDS, BONDS, UGMA AND UTMA ACCOUNTS,
SECURITIES, MUTUAL FUNDS, COMMODITIES
$
$
529 COLLEGE SAVINGS PLANS, COVERDELL SAVINGS ACCOUNTS,
INSTALLMENT AND LAND SALE CONTRACTS
$
$
(DO NOT INCLUDE LIFE INSURANCE, PENSIONS, ANNUTITIES, NON-
EDUCATION IRA, KEOGH PLAN, 401K, 403B)
$ $
INVESTMENT VALUE TOTAL
$
$
BUSINESS VALUE (AS OF FAFSA FILING DATE):
STUDENT & SPOUSE
PARENT - IFYOU ARE A
DEPENDENT STUDENT
DO YOU OR YOUR FAMILY OWN OR CONTROL MORE THAN 50% OF A BUSINESS? YES NO YES NO
DOES THE BUSINESS HAVE MORE THAN 100 FULL TIME EMPLOYEES? YES NO YES NO
IF YES TO BOTH QUESTIONS ANSWER THE FOLLOWING QUESTIONS:
WHAT IS THE BUSINESS VALUE?
$
$
WHAT IS THE BUSINESS DEBT? $ $
BUSINESS NET WORTH (VALUE MINUS DEBT) $ $
All of the information on this form is true and complete to the best of my knowledge. I understand that purposely giving false or misleading
information on this form may result in reduced eligibility and/or repayment of aid.
STUDENT SIGNATURE (HANDWRITTEN ONLY) DATE
PARENT SIGNATURE IF DEPENDENT (HANDWRITTEN ONLY) DATE
Submit Completed Form via the Student Portal
OR Fax: 866-659-1147 Mail: Brandman University, Financial Aid Office, Third Floor 16355 Laguna Canyon Rd, Irvine, CA 92618
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