2020-2021 Asset and Investment Value Worksheet
Student’s Name: _________________________________ WCJC Student ID: _______________
Please provide the information as of the date you filed your Free Application for Federal Student
Aid (FAFSA). If you were required to provide parental information on your FAFSA, you must
complete both the parent and student sections. If you were married when you filed the FAFSA,
include your and your spouse’s information. Do not leave any blanks.
Total balance of Cash, Savings, and Checking
Accounts
Net worth of Investment Value, including Real
Estate
Include rental property, trust funds, money market
funds, mutual funds, certificates of deposits,
stocks, stock options, bonds and other securities,
and qualified educational benefits or education
savings accounts (529 college savings plans and
the refund value of 529 prepaid tuition).
Do not include the home you live in, retirement
401(k) plans, pension funds, annuities, or non-
education IRAs.
Net worth of Business and/or Investment Farm
Value
Include market value of land, buildings,
machinery, equipment, and inventory.
Do not include the value of a small business if it
has 100 or fewer full-time employees.
Do not include the value of a family farm that
you, your spouse, and/or your parents live on and
operate.
Certification Statement and Signatures
By signing below, I/we acknowledge and confirm that the above information is complete and
correct. Purposely giving false or misleading information may result in federal fines, jail
sentence, or both. If student is dependent, one parent whose information was reported on the
FAFSA must sign and date this form.
__________________
Student’s Signature Date
_____________________________
Parent’s Signature Print Parent’s Name Date
