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.
Description of account
2017 Interest Earned
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
2017 Interest/Dividends
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 $
**CONTINUE TO PAGE 2**
Office of Student Financial Services
One Winooski Park, Box 4
Colchester, VT 05439
Tel. 802-654-3243
Fax: 802-654-2591
E-mail: finaid@smcvt.edu
F19SASST
4. BUSINESS AND/OR INVESTMENT FARM VALUE Not applicable: No business and no investment farm owned.
If applicable complete the items listed below:
Include: The market value of land, buildings, machinery, equipment, inventory, etc. and only those debts for which the
business or investment farm was used as collateral.
Do not include: The value of a family farm or the value of a small business that you or your family own and control and
that has 100 or fewer full-time/full-time equivalent employees.
Description
Current market/resale value of business/investment farm $
Amount of unpaid debt for business/investment farm $
5. CERTIFICATION: I certify that all the information reported on this form is true, complete and correct. I understand
that any false statements could be cause for denial, reduction, withdrawal or repayment of financial aid.
Please print and sign before submitting. We CANNOT
accept digital signatures.
Student’s Signature Date
Spouse’s Signature Date
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