Financial Aid
450 North Avenue • Battle Creek, MI 49017-3397
269-965-4123 • FAX 269-966-4089
www.kellogg.edu/nancial-aid
KELLOGG
COMMUNITY COLLEGE
2019-2020
Student/Parent
Current Asset Information
AST
Student Name Student ID#
STUDENT ASSET INFORMATION
1. As of today, current balance of cash, savings, and
checking account for student (and spouse):
$_________________
2. As of today, current Net Worth of
investments for student (and spouse):
$_________________
3. If you own a business, do you have more than 100
employees? YES NO
4. Do your reside on a farm? YES NO
(If yes, answer question 5)
5. As of today, total Net Worth of current
businesses and/or investment farms?
$_________________
6. Student Signature: ___________________________
Date: ____________
PARENT ASSET INFORMATION
1. As of today, current balance of cash, savings, and
checking account for parent (and spouse):
$_________________
2. As of today, current Net Worth of
investments for parent (and spouse):
$_________________
3. If you own a business, do you have more than 100
employees? YES NO
4. Do your reside on a farm? YES NO
(If yes, answer question 5)
5. As of today, total Net Worth of current
businesses and/or investment farms?
$_________________
6. Parent Signature: ____________________________
Date: ____________
HELPFUL ASSET INFORMATION
Family net worth means current value minus debt. If net worth is one million or more, enter $999,999. If net worth is negative, enter
zero (0).
Investments debt means only those debts related to the investments. Include real estate (do not include the home you live in) trust
funds, UGMA, UTMA, money market funds, mutual funds, certicates of deposit, stocks, stock options, bonds, other securities, Coverdell
savings accounts, college savings plans, installment and land sale contracts (including mortgages held), commodities, etc. Investment
value includes the market value of these investments as of today. Do not include the home you live in, the value of life insurance, retire-
ment plans (pension funds, annuities, non-educational IRA’s, Keogh plans, etc.) and prepaid tuition plans, cash, savings, and checking
accounts already reported on the FAFSA online application. UGMA & UTMA accounts, such as 529 plans, for which you are the custodi-
an, but not the owner.
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. Investment
farm value does not include the value of a family farm that you (your spouse/or your parents) live on and operate.
Updated 3/19
