Caldwell • Watauga " Onlln
2020 - 2021
Missing Asset Worksheet
Student Name Student ID Phone Number
We need information about your assets. When determining the value of your investments, please keep the following
information in mind:
• Investments include real estate (do not include the family home), trust funds, UGMA and UTMA accounts, money market funds, mu
of deposit, stocks, stock options, bonds, other securities, Coverdell savings accounts, 529 college savings plans, the refund value of 529 prepaid tuition
installment and land sale contracts (including mortgages held), commodities, etc. 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.
• Do not include the value of life insurance, retirement plans (401K plans, pension funds, annuities, non-education IRAs, Keogh plans, etc.) or cash, savings
and checking accounts already reported above.
•
Business and/or investment farm value includes the market value of land, buildings, machinery, equipment, inventory, etc. Business and/or investment
debt means only those dents for which the business or investment farm was used as collateral.
• Do not include the value of a family farm that you (and your spouse) live on and operate.
• Do not include the value of a small business if your family owns and controls more than 50 percent of the business and the business has 100 or fewer full-
time or full-time equivalent employees. For small business value, your family includes (1) persons directly related to you, such as a parent, sister or cousin,
or (2) persons who are or were related to you by marriage, such as a spouse, stepparent or sister-in-law.
Student Asset Information
As of today, what is your (and your spouse’s) total current balance of cash, savings and checking accounts?
Do not include student financial aid.
$
As of today, what is the net worth of your (and your spouse’s) investments, including real estate (not your home)?
Net worth means current value minus debt.
$
As of today, what is the net worth of your (and your spouse’s) current business and/or investment farms?
Parent Asset Information
$
As of today, what is your parents’ total current balance of cash, savings and checking accounts?
$
As of today, what is the net worth of your parents’ investments, including real estate (not your parents’ home)?
Net worth means current value minus debt.
$
As of today, what is the net worth of your parents’ current businesses and/or investment farms?
$
Certification and Signatures:
I understand if I purposely give false or misleading information I may be fined, sentenced to jail, or both.
Student Signature Date
Parent Signature Date
Return completed worksheet(s) to:
Caldwell Community College and Technical Institute
Office of Financial Aid
E-mail – finaid@cccti.edu
Caldwell Campus – 2855 Hickory Blvd., Hudson, NC 28638 Watauga Campus – PO Box 3318, Boone, NC 28607
Fax: 828.726.2709 Fax: 828.297.1729
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