Fillable 2020-2021 ASSET VERIFICATION (NEW STUDENTS LEAVE BLANK) below (Occidental College)

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2020-2021 ASSET VERIFICATION (NEW STUDENTS LEAVE BLANK) below (Occidental College)

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  • 10 check-boxes
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ASSET
VERIFICATION
2020-2021
Occidental College
Financial Aid Office
1600 Campus Road F-35
Los Angeles, CA 90041
Phone: 323-259-2548
Fax: 323-341-4961
finaid@oxy.edu
www.oxy.edu/financial-aid
In order to review the student's financial aid application, we need to verify parent and student assets. Answer the questions
below
as of the date you filed your 2020-2021 FAFSA or today's date, whichever is earliest.
PARENT
STUDENT
Cash
$
Cash
$
Checking
$
Checking
$
Savings
$
Savings
$
Total
$
Total
$
PARENT
STUDENT
$
Stocks
$
$
Bonds
$
$
Certificates of Deposit
$
$
Trust Funds
$
$
Mutual Funds
$
$
Other investments
$
$
UGMA, UTMA (total for self)
$
$
Total
$
*********************************************************************************************************************
THE FOLLOWING ASSETS ARE ASSUMED TO BE PARENT ASSETS.
PLEASE SPECIFY IF YOU ARE REPORTING ASSETS FOR THE STUDENT.
Do you own the home where you reside? NO YES
Current Market Value $
Current Debt (include 1st & 2nd mortgages) $
Purchase Price $
Year Purchased $
Percent Ownership (if own less than 100%, only list your share of the
value and debt - do not report share owned by bank)
$
Address of Property
OTHER INVESTMENTS—Do not include retirement accounts (401(k), 403(b), IRA, KEOGH, etc.)
CASH, CHECKING, & SAVINGS
STUDENT’S NAME:
OXY ID:
(NEW STUDENTS LEAVE BLANK)
HOME
Do you own real estate other than your primary residence?
YES
Current Market Value $
Current Debt (include 1st & 2nd mortgages) $
Purchase Price $
Year Purchased $
Percent Ownership (if own less than 100%, only list your share of the
value and debt - do not report share owned by bank)
$
Address of Property
Do you own a business and/or a farm? BUSINESS FARM NEITHER BOTH
If you own a farm, do you live on the farm for more than 50% of the year? NO YES
Type of Business/Farm
Current Market Value $
Current Debt (not owed to yourself/shareholders) $
Year Purchased/Opened/Inherited $
Percent Ownership $
Number of Employees
Address of Business/Farm
I certify that all information reported on this form and any attachments and subsequent information provided to the Occidental College
Financial Aid Office is true, complete, and accurate to the best of my knowledge. I understand that false statements or misrepresentations will
be cause for denial, reduction, withdrawal, and/or repayment of financial aid.
Parent Signature (no electronic signatures) Print Name Date
Student Signature (no electronic signatures) Print Name Date
CERTIFICATION
REAL ESTATE – If you own more than one property, use a separate sheet of paper to itemize each property.
BUSINESS/FARM – If you own more than one business/farm, use a separate sheet of paper to itemize each business/farm.
NO
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2020-2021 ASSET VERIFICATION (NEW STUDENTS LEAVE BLANK) below (Occidental College)

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Completed 24 August 2020

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