F19SASST
2019-2020 Student Asset Worksheet
Student Name: SMC ID#
Please provide the information requested below to verify your assets. Report the value of assets as of the date the
student’s 2019-2020 FAFSA was submitted. Do not leave any items blank. If any item does not apply, enter NA
.
1. CASH, SAVINGS, & CHECKING ACCOUNTS (If this section does not apply, enter “0” or “NA” in the table below.)
Include cash, savings and checking account balances as of the date you completed the FAFSA.
Balance As of FAFSA Filing Date
2. INVESTMENTS (If this section does not apply, enter “0” or “NA” in the table below.)
Include: Stocks, bonds, mutual funds, money market funds, certificates of deposit, trust funds, tax exempt funds,
education savings accounts, etc.
Do not include: Life insurance, formal retirement accounts (401(k) plans, annuities, non-educational IRA’s, KEOGH plans),
UGMA/UTMA accounts for which you are the custodian but not the owner.
Description of investment
Value As of FAFSA Filing Date
3. REAL ESTATE OTHER THAN PRIMARY RESIDENCE Not applicable – no real estate other than primary residence.
If applicable include rental properties, land, installment sales, vacation properties, seasonal camps, etc.
Property Description:
Street Address:
Current market/resale value $
Current amount of unpaid mortgage principal against this property $
Property Description:
Street Address:
Current market/resale value $
Current amount of unpaid mortgage principal against this property $
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Office of Student Financial Services
One Winooski Park, Box 4
Colchester, VT 05439
Tel. 802-654-3243
Fax: 802-654-2591