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2021-22 TASFA
Texas Application for State Financial Aid July 1, 2021 June 30, 2022
The Texas Application for State Financial Aid (TASFA) is a free application that collects information to help determine eligibility for state (or institutional)
financial aid programs administered by institutions of higher education in the state of Texas. Students classified as Texas residents who are not eligible to
apply for federal financial aid using the Free Application for Federal Student Aid (FAFSA) are encouraged to complete the TASFA. To review the FAFSA filing
requirements, visit fafsa.gov or contact the financial aid office at the institution you plan to attend for the 2021-22 award year. Note: The federal
application covers federal and state financial aid opportunities. If you meet the FAFSA filing requirements, then you should submit a completed FAFSA. You
do not need to complete both the FAFSA and TASFA.
The
state financial aid
priority
application
deadline for many institutions of higher
education is
January 15, 2021
for the 2021-22 award year. In order to be
considered for the most financial aid
that
may be available to you,
it is important to complete and
submit this application with all
required documentation
to the financial aid office
on or before Jan. 15.
Note:
Texas residency and final eligibility for
financial
aid can only
be determined by the institution that you
plan to attend.
To complete this application, answer
each item within
each
section.
If a
question does not apply
to you, answer
N/A for
not
applicable. For clarification on
certain
items, refer to
the
TASFA
Notes on
pages 6-8.
If you have
further questions ab
out this form, contact the financial aid office at your institution.
Some
institutions have
an
online
version of the TASFA; check
with your
institution before filling out the pdf or paper version.
Note: Personal information collected
on the TASFA is
protected under the Family Educational Rights and Privacy Act (FERPA)
of 1974.
SECTION ONE: STUDENT INFORMATION (See Notes for questions 5-6)
1. Last Name 2. First Name 3. M.I.
4. Date of Birth
5. Social Security Number,
DACA Number, or N/A
[ ] N/A 6. College Student ID #
7. Permanent Mailing Address
8. City 9. State
10. Zip Code
11. Phone Number
12. Email Address
13. What will your high school (HS) completion status be
when you begin college in the 2021-22 school year?
High school diploma [ ] Homeschooled [ ]
(Skip to Question 16)
General Educational Development (GED) certificate [ ] None of these [ ]
(Skip to Question 16) (Skip to Question 18)
14. High School Name
(If applicable)
15. High School City
(If applicable)
16. HS State
(If applicable)
17. Date of
Graduation
(HS or GED)
18. Will you have your first bachelor’s degree before you begin the 2021-22 school year? [ ] Yes [ ] No
19. What will your college grade level be when you begin the 2021-22
school year?
20. What degree or certificate will you be working on when you begin
the 2021-22 school year?
Never attended college …………………………………………………….……..……......
(No college credits)
1st year undergraduate …………………………………………………….…..………..……
2nd year undergraduate/sophomore ………………….………….…….…..………
3rd year undergraduate/junior ……………………………………………….……………
4th year undergraduate/senior …………………………………………….………………
5th year/other undergraduate ……………………………………………………..
1st year graduate/professional ……………………………………………….……………
Continuing graduate/professional or beyond ………………………………………
1st bachelor’s degree ……………………………………………………….…………………..
2nd bachelor’s degree ……………………………………………………….………….………
Associate degree ……………………………………………………….……………….………
(occupational, technical, general education, or transfer program)
Certificate or diploma ……………………………………………………….………….……
Teaching credential ……………………………………………………….…………….….……
(nondegree program)
Graduate or professional degree ………………………………………….………………
Other/undecided ……………………………………………………………………………....
2021-22 Texas Application for State Financial Aid (TASFA) Page 1
you be enrolled in?
(B) If yes, are you interested in applying for a work study program?
STUDENT INFORMATION continued (See Notes for questions 24-29) Reminder: Fill in all questions or choose N/A.
21. Where do you plan to live during the 2021-22 school year?
25. Have you been convicted of a felony or a crime involving a
[ ] On-campus [ ] Off-campus [ ] With parent or relative
controlled substance?
[ ] Yes [ ] No
22.
26. Have you previously received state Financial Aid?
[ ] Yes [ ] No
27. (
A) Do you
have authorization to work in the United States?
[ ] Yes [ ] No [ ] Don’t know [ ] N/A
23.
[ ] Yes [ ] No [ ] Don’t know
28. What is your current marital status?
[ ] I am single
[ ] I am separated
[ ] I am married/remarried [ ] I am divorced or
widowed
29. Month and year you were married, remarried, separated, divorced,
or widowed
. Month:_________ Year:_____________ [ ] N/A
SELECTIVE SERVICE STATEMENT OF REGISTRATION STATUS
Male students must verify their current Selective Service registration status by marking one of the statements below and providing proof of their
registration status to their current institution. Failure to do so may result in the loss of eligibility for state financial aid.
For more information about the Selective Service System, visit sss.gov.
______ I am under the age of 18 and not currently required to register.
_____ I am EXEMPT from registration and,
______ I am REGISTERED with the Selective Service and,
Check the following box that applies:
Check the following box that applies:
I have already submitted proof of my exemption to my current institution.
Proof of registration is included with this application.
I have already submitted proof of registration to my current institution.
Proof of my exemption is included with this application.
I will submit proof of my registration.
I will submit proof of my exemption.
NOTE: Proof is required to be considered eligible for financial aid.
NOTE: Proof is required to be considered eligible for financial aid.
______ I am over the age of 18. I am not registered with Selective Service and I am not exempt from registration with Selective Service.
NOTE: Choosing this option may result in the loss of eligibility for state financial aid.
SECTION TWO: STUDENT DEPENDENCY STATUS DETERMINATION (See Notes for questions 30 and 35-40) Reminder: Fill in all questions.
30. Were you born before January 1, 1998? ............................................................................................................................................
Yes No
31. As of today, are you married? (Answer Yes if you are separated but not divorced.) ………………………………………………………………….….…….…
Yes No
32. At the beginning of the 2021-22 school year, will you be working on a master’s or doctorate program? ........................................
Yes No
(e.g., MA, MBA, JD, PhD, EdD, MD, graduate certificate, etc.)
33. Do you now have or will you have children who will receive more than half of their support from you between July 1, 2021 and
Yes No
June 30, 2022?...................................................................................................................................................................................
34. Do you have dependents (other than your children or spouse) who live with you and who receive more than half of their
support from you, now and through June 30, 2022?.........................................................................................................................
Yes No
35. At any time since you turned age 13, were you in foster care, were you a dependent or ward of the court, or were both your
parents deceased?
(You do not have to currently be a ward of the court.)…………………………………………………………………………………….…...
Yes No
36. As determined by the state’s court, are you or were you an emancipated minor? ..........................................................................
Yes No
37. As determined by the state’s court, does someone other than your parent or stepparent have legal guardianship of you?...........
Yes No
38. At any time on or after July 1, 2020, did your high school or school district’s homeless liaison determine that you were an
unaccompanied youth who was homeless or were self-supporting and at risk of being homeless?.................................................
Yes No
39. At any time on or after July 1, 2020, did the director of an emergency shelter or transitional housing program, funded by the
U.S. Department of Housing and Urban Development, determine that you were an unaccompanied youth who was homeless or
were self-supporting and at risk of being homeless?.........................................................................................................................
Yes No
40. At any time on or after July 1, 2020, did the director of a runaway or homeless youth basic center or transitional living program
determine that you were an unaccompanied youth who was homeless or were self-supporting and at risk of being homeless?....
Yes No
2021-22 Texas Application for State Financial Aid (TASFA) Page 2
At the start of the 2021-22 school year, how many credits/hours will
you be enrolled in?
[ ] Full-time (12 hours or more) [ ] Three-quarter time (9-11 hours)
[ ] Half-time (6-8 hours) [ ] Less than half-time (5 hours or less)
[ ] Not sure
If you are trans
ferring schools, have you earned an
Associate
D
egree?
[
]
Yes
(Enter
d
ate
y
ou
earned
Associa
te
Degree:
____/__
__/____)
[
]
No
Were you born male
or
female?
[ ] Male (Must
complete the following Selective Service section)
[ ] Female
(B) If yes, are you interested in applying for a work-study program?
r
l
r
PPAARERENNTT MA MARIRITTAALL ST STAATTUSUS
STOP: If you answered “Yes” to any of the questions in SECTION TWO, parental information is NOT required. Proceed to SECTION FOUR.
If you answered “ to you parental information, even if you do not live with your legal parents
(biological, adoptive, or as determined by the state [for example, if the parent is listed on the birth certificate]). Grandparents, foster parents, legal
guardians, widowed stepparents, aunts, uncles, and siblings are not considered parents on this form, unless they have legally adopted you. If your
legal parents are married to each other, or are not married to each other and live together, answer the questions about both of them. If you are in a
single-parent home (e.g., parent(s) was never married or is divorced, separated, etc.), review the TASFA Notes for further clarification. See the
TASFA Notes page 7 if you believe you are unable to provide parental information because of a special circumstance.
No all the questions in SECTION TWO, must include
[ ] Married or Remarried [ ] Never Married
[ ] Divorced or Separated [ ] Both parents live together unmarried
[ ] Widowed
42. Month and year your parents were married,
remarried, separated, divorced, or widowed:
Month:_________ Year:_____________
[ ]
N/A (Never Married)
PARENT 1
43. Last Name 44. First Name
45. Date of Birth
46. Social Security Number,
DACA Number, or N/A
[ ] N/A
47. Phone
Number
48. Email Address
49. Highest level of education completed: [ ] Middle School/Jr. High [ ] High School [ ] College or Beyond [ ] Other/Unknown
PARENT 2
50. Last Name 51. First Name
52. Date of Birth
53. Social Security Number,
DACA Number, or N/A
[ ] N/A
54. Phone
Number
55. Email Address
56. Highest level of education completed: [ ] Middle School/Jr. High [ ] High School [ ] College or Beyond [ ] Other/Unknown
STOP: If you answered “Yes” to any of the questions in SECTION TWO, parental information is NOT required in the purple section below. You are
PART A. EARNINGS (See Notes for questions 57-70) The financial aid office may require documentation, such as W-2s, tax returns, or tax transcripts.
57. Did you (or your spouse) work in 2019? [ ] Yes [ ] No
8. If yes, how much did you (or spouse) earn from working in 2019?
Student:_____________ [ ]
N/A Spouse:_____________ [ ] N/A
9. Did you (or spouse) file a 2019 tax return?
Was an Individual Taxpayer Identification Number (ITIN) used to file a
2019 tax return? If so, enter the ITIN below, or mark N/A.
s [ ] No
Student:_____________ [ ]
N/A Spouse:_____________ [ ] N/A
Enter your (or spouse) 2019 adjusted gross income from IRS
Form 1040line 8b.
Student:_____________ [ ]
N/A Spouse:______________ [ ] N/A
Enter your (or spouse) 2019 income tax from IRS Form 1040line 14
minus Schedule 2line 2. If negative, enter a zero.
Student:______________ [ ]
N/A Spouse:______________ [ ] N/A
5
5
60.
61.
62.
63. Did your parent(s) work in 2019? [ ] Yes [ ] No
64. If yes, how much did your parent(s) earn from working in 2019?
Parent 1:_____________ [ ] N/A Parent 2:_____________ [ ] N/A
65. Did your parent(s) file a 2019 tax return?
Parent 1: [ ] Yes [ ] No
Parent 2: [ ] Yes [ ] No
66. Was an Individual Taxpayer Identification Number (ITIN) used to file a
2019 tax return? If so, enter the ITIN below, or mark N/A.
Parent 1:_____________ [ ] N/A Parent 2:______________ [ ] N/A
67. Enter your parents’ 2019 adjusted gross income from IRS
Form 1040line 8b.
Parent 1:_____________ [ ] N/A Parent 2:______________ [ ] N/A
68. Enter your parents’ 2019 income tax from IRS Form 1040line 14
minus Schedule 2line 2. If negative, enter a zero.
Parent 1:_____________ [ ] N/A Parent 2:______________ [ ] N/A
2021-22 Texas Application for State Financial Aid (TASFA) Page 3
SECTION THREE: PARENT INFORMATION (See Notes for questions 41-56)
SECTION FOUR: INCOME INFORMATION
required to enter income information for only yourself (and your spouse, if applicable).
If you answered “No to all the questions in SECTION TWO, you must include parental information, as defined in SECTION THREE.
SSttuudedent nt EEaarrniningngs s aanndd TTaaxx IInnforformamattiioonn PPaarreentnt EEaarrniningngss aanndd T Taax x IInnfforormamattiion on
Student: [ ] Yes [ ] No
Spouse: [] Ye
Student Earnings and Tax Information continued... Parent Earnings and Tax Information continued...
69. As of today, are you (or spouse) a dislocated worker (currently 70. As of today, is either parent a dislocated worker (currently
unemployed)? This question is unrelated to previous tax years and is unemployed)? This question is unrelated to previous tax years and is
asking about right now. (See Notes page 8.) asking about right now. (See Notes page 8.)
Student [ ] Yes [ ] No [ ] I don’t know Parent 1 [ ] Yes [ ] No [ ] I don’t know
Spouse [ ] Yes [ ] No [ ] I don’t know Parent 2 [ ] Yes [ ] No [ ] I don’t know
For questions 71-82, if the answer is zero or the question does not
apply to you, enter “0.” DO NOT LEAVE ANY BLANKS. Report whole
dollar yearly amounts with no cents.
PART B. 2019 UNTAXED INCOME (See Notes for questions 71-75)
71. Child support received for any of your children.
72. Housing, food, and other living allowances paid to members of the
military, clergy, and others.
(See Notes page 8.)
73. Other untaxed income not reported.
(Such as worker’s compensation, disability, veterans noneducation benefits, etc.)
74. Cash earnings. (Income not already reported on taxes. Do NOT include W-2 earnings.)
75. Money received, or paid on your behalf (e.g., bills), not reported
N/A N/A
elsewhere on this form.
76. TOTAL UNTAXED INCOME (Automatically calculates if completed electronically.)
PART C. 2019 ADDITIONAL FINANCIAL INFORMATION (See Notes for questions 77-79)
STUDENT
SPOUSE
(If applicable)
PARENT 1
PARENT 2
(If applicable)
83. At any time during 2019 or 2020, did you, (your spouse), your parent(s), anyone in your household, or anyone in your parents’ household receive
benefits from any of the federal programs listed?
Mark all that apply or mark N/A.
Note: Under the Family Educational Rights and Privacy Act (FERPA) of 1974, information disclosed about federal benefits received is protected from
unauthorized distribution to third parties. This information will be only used to help determine eligibility for certain state financial aid.
77. Child support paid.
78. Taxable earnings from work-study or other need-based work programs.
79. Earnings from work under a cooperative education program offered by a
college.
PART D. 2019 ASSETS (See Notes for questions 80-82)
80. As of today, what is your total current balance of cash, savings, and
checking accounts?
81. As of today, what is your net worth of investments, including real estate?
(Do not include the home you live in or the balance of retirement plans.)
82. As of today, what is your net worth of current businesses and/or
investment farms?
PART E. FEDERAL ASSISTANCE PROGRAMS
[ ] Medicaid or
Supplemental Security
Income (SSI)
[ ] N/A
[ ] Supplemental
Nutrition Assistance
Program (SNAP)
[ ] N/A
[ ] Free or Reduced-
Price School Lunch
[ ] N/A
[ ] Temporary Assistance
for Needy Families (TANF)
[ ] N/A
[ ] Special Supplemental Nutrition
Program for Women, Infants, and
Children (WIC)
[ ] N/A
2021-22 Texas Application for State Financial Aid (TASFA) Page 4
$ 0.00
$ 0.00
SECTION FIVE: HOUSEHOLD INFORMATION
If you answered “Yes” to any of the questions in SECTION TWO, follow these instructions to complete the table below.
Total number in household: Include yourself (and spouse) and your children if you will provide more than half of their support between July 1,
2021 and June 30, 2022 (even if they do not live with you). Include any other people if they now live with you, and you provide and will continue
to provide more than half of their support between July 1, 2021 and June 30, 2022.
Total number in college for 2021-22: Always count yourself as a college student. Do not include family members who are in U.S. military service
academies. Include others only if they will attend, at least half-time in 2021-22, a program that leads to a college degree or certificate.
If you answered “No” to all the questions in SECTION TWO, follow these instructions to complete the table below.
Total number in household: Include yourself (even if you don’t live with your parents), your parents, and your parents’ other children (even if
they do not live with your parents) if your parents will provide more than half of their support between July 1, 2021 and June 30, 2022. Include
any other people if they now live with your parents, and your parents provide and will continue to provide more than half of their support
between July 1, 2021 and June 30, 2022.
Total number in college for 2021-22: Always count yourself as a college student. Do not include your parents. Do not include siblings who are in
U.S. military service academies. You may include others only if they will attend, at least half-time in 2021-22, a program that leads to a college
degree or certificate.
Full name of each household member
Relationship to student
Age
(Examples: parent(s), sibling(s), grandparent, spouse)
(e.g., sister, son)
Self
-
84. Total number in household: 85. Total number in college for 2021–22:
SECTION SIX: SIGNATURE(S) Application must contain electronic or wet (physical) signature(s) only.
86. I certify that I will use state student financial aid to pay only the cost of attending an institution of higher education, and that the information provided
on this form is true, complete, and correct to the best of my knowledge. I understand that any false statements may void my eligibility for state financial
aid. I also understand that the information provided on this form will be used only for evaluation of eligibility for state (or institutional) financial aid and that
I may need to provide additional information for my school to determine eligibility.
Student Signature Date
Parent Signature* Date
*Only required if all questions in SECTION TWO were answered “No.” Mark which parent signed above. Parent 1 [ ] Parent 2 [ ]
Note: If you plan to submit your TASFA to multiple institutions, make copies of the completed form and sign each copy.
2021-22 Texas Application for State Financial Aid (TASFA) Page 5
College/University
(If attending July 1, 2021 - June 30, 2022)
click to sign
signature
click to edit
click to sign
signature
click to edit
2021-22 TASFA Notes
Texas Application for State Financial Aid
July 1, 2021 – June 30, 2022
These notes help explain certain questions on the TASFA. The green items indicate a student (or spouse) question, and the purple items indicate a
parent question. Contact the financial aid office at the institution you currently attend or plan to attend for the 2021-22 award year if you need
additional assistance completing this application.
SECTION ONE: STUDENT INFORMATION
- -
Notes for questions 5 and 6 (page 1)
Question 5. If you have been issued a social security card, enter your
assigned number. If you have been approved for Deferred Action for
Childhood Arrivals (DACA), enter your assigned social security number
(SSN) through this program. If you do not have an assigned SSN, mark
N/A.”
Question 6. Enter your ID number issued by your college or university, if
applicable.
Notes for question 24 (page 2)
Enter your gender at birth.
Individuals who were born male are required to complete a Selective
Service Statement of Registration Status and either be registered with
Selective Service or be exempt from registration to be eligible for state
financial aid (TEC, Section 51.9095). If you are male and between the
ages of 18 through 25, you can register by visiting www.sss.gov or
completing a registration form found at a U.S. Post Office. If you are over
the age of 25, you can no longer register. Male students over the age of
25 who knowingly and willfully failed to register with Selective Service
are not eligible for state financial aid.
Selective Service Statement of Registration Status
If you marked I am under the age of 18 and not currently required to
register: Contact your current institution to confirm whether
additional proof is required.
If you marked I am REGISTERED with the Selective Service, and your
current institution does not have proof of your registration on file:
You must submit documentation to your current institution in order
to be eligible for state financial aid.
If you marked I am EXEMPT from registration, and your current
institution does not have proof of your exemption on file: You must
submit documentation to your current institution in order to be
eligible for state financial aid.
If you marked I am over the age of 18. I am not registered with
Selective Service and I am not exempt from registration with
Selective Service, then you may not be eligible for state financial aid.
Contact your current institution to discuss your eligibility status.
Notes for question 25 (page 2)
If you have been convicted of a felony or a crime involving a controlled
substance, such as drugs or alcohol, enter “Yes.
If “Yes,contact your institution’s financial aid office regarding additional
documentation that may be requested (e.g., confirmation of eligibility).
Notes for question 26 (page 2)
State financial aid programs can include:
Toward EXcellence, Access, and Success (TEXAS) Grant
Texas Educational Opportunity Grant (TEOG)
Tuition Equalization Grant (TEG)
Texas College Work-Study (TCWS)
Work-Study Student Mentorship Program (WSMP)
College Access Loan (CAL)
Texas Armed Services Scholarship Program (TASSP)
Bilingual Education Program
Exemptions or Waivers
N
otes for question 27 (page 2)
A. Your institution will require proof of your authorization to work in
the United States (e.g., copy of your SSN card) if you are interested
in applying for a work-study program.
B. Work-study programs provide employment positions to eligible
students with financial need.
Notes for questions 28 and 29 (page 2)
Question 28. Report your marital status as of the date you sign your
TASFA (enter married if you are separated but not divorced). If your
marital status changes after you sign your TASFA, check with the financial
aid office at your institution.
Question 29. Enter the month and year of the status selected in question
28. If you have never been married, remarried, separated, divorced, or
widowed, mark “N/A.”
SECTION TWO: STUDENT DEPENDENCY STATUS
DETERMINATION
Notes for question 30 (page 2)
If you were born on January 1, 1998, you should enter “No.
Notes for question 35 (page 2)
Enter “Yes” if at any time since you turned age 13:
You had no living parent (biological or adoptive), even if you are now
adopted;
You were in foster care, even if you are no longer in foster care today;
or
You were a dependent/ward of the court, even if you are no longer a
dependent/ward of the court today.
If you are not sure if you were in foster care, check with your state’s child
welfare agency. You can find that agency’s contact information at
www.childwelfare.gov/nfcad.
Notes for questions 36 and 37 (page 2)
The definition of legal guardianship does not include your parents, even
if they were appointed by a court to be your guardians. You are also not
considered a legal guardian of yourself.
Enter “Yes” if you can provide a copy of the court’s decision that as of
today you are an emancipated minor or are in legal guardianship. Also,
enter “Yes” if you can provide a copy of a court’s decision that you were
an emancipated minor or were in legal guardianship immediately before
you reached the age of being an adult in Texas. The court must be
located in your state of legal residence at the time the court’s decision
was made.
Enter “No” if you are still a minor and the court decision is no longer in
effect or the court decision was not in effect at the time you became an
adult. The financial aid administrator at your school may require you to
provide additional information such as a copy of the court’s decision.
2021-22 Texas Application for State Financial Aid (TASFA) Pa
ge 6
Notes for questions 38-40 (page 2)
Enter “Yes” if you received a determination at any time on or after July 1,
2020, that you were an unaccompanied youth who was homeless or at
risk of being homeless.
Homeless - means lacking fixed, regular, and adequate housing,
which includes living in shelters, motels, or cars, or temporarily living
with other people because you had nowhere else to go.
Unaccompanied - means you are not living in the physical custody of
your parent or guardian.
Youth - means you are 21 years of age or younger or you are still
enrolled in high school as of the day you sign this application.
Answer “No” if you are not homeless or at risk of being homeless,
or if you do not have a determination. You should contact your
financial aid office for assistance if you do not have a determination
but believe you are an unaccompanied youth who is homeless or
are an unaccompanied youth providing for your own living expenses
who is at risk of being homeless.
Your parents are incarcerated.
You have left home due to an abusive family environment.
You do not know where your parents are and are unable to
contact them (and you have not been adopted).
In these special circumstances, it is important for you to understand
the following: The financial aid staff may ask for additional information
to determine whether you can have an expected family contribution
(EFC) calculated without parental data. Gather as much written
evidence of your situation as you can. Written evidence may include
court or law enforcement documents; letters from a clergy member,
school counselor, or social worker; and any other relevant
documentation that explains your special circumstance.
Question 41 and 43-56. Report your legal parents’ marital status as of the
date you sign your TASFA (enter married if they are separated but not
divorced). If your parents’ marital status changes after you sign your
TASFA, check with your financial aid office at your institution.
If your parent was never married and does not live with your other
legal parent, or if your parent is widowed and not remarried, answer
questions 43-49 about that parent.
If your legal parents (biological, adoptive, or as determined by the state
[for example, if the parent is listed on the birth certificate]) are not married
to each other and live together, select “Both parents live together
unmarriedand provide information in questions 43-56 about both of
them regardless of their gender. Do not include any person who is not
married to your parent and who is not a legal or biological parent.
If your legal parents are married, select “Married or Remarried.” If
your legal parents are divorced but live together, selectBoth parents
live together unmarried.” If your legal parents are separated but live
together, select “Married or Remarried,” not “Divorced or Separated.”
Answer questions 43-56 about both parents.
If your legal parents are divorced or separated, answer questions
43-49 about the parent you lived with more during the past 12
months. (If you did not live with one parent more than the other, give
answers about the parent who provided more financial support
during the past 12 months or most recent year that you received
support from a parent.) For instance, if you feel the support was
equal (50/50), list information for the parent that provided at least
51% (slightly more) of your support for the year. If this parent is
remarried as of today, answer questions 43-56 about that parent and
your stepparent.
If your widowed parent is remarried as of today, answer questions 43-
56 about that parent and your stepparent.
Question 42. Enter the month and year of your parents’ marital status
selected in question 41. If your parents have never been married,
remarried, separated, divorced, or widowed, markN/A.”
SECTION FOUR: INCOME INFORMATION
PART A. EARNINGS
Notes for questions 57-58 (page 3)
Notes for questions 63-64 (page 3)
Question 57 and 63. Indicate whether you, your spouse, and/or your
parent(s) worked anytime from January 1, 2019 through December 31,
2019. If you, as the student, are married, you must provide spouse
income and information.
Question 58 and 64. Enter 2019 earnings (wages, salaries, tips, etc.),
even if a tax return was not filed. This information may be on the W-2
forms or on the tax return: IRS Form 1040—line 1 + Schedule 1, lines 12
+ 18, + Box 14 (Code A) of IRS Schedule K-1 (Form 1065). If any individual
earning item on these tax forms is negative, do not include that item in
your calculation.
In order to accurately assess your financial situation, your institution
needs to account for all sources of income. In cases where your family’s
earnings from employment are at or above the IRS filing threshold
requirements, the financial aid office will require that you file taxes
before processing your TASFA. Tax filing requirements can be found in
IRS Publication 17, Table 1-1: 2019 Filing Requirements for Most
Taxpayers. See https://www.irs.gov/uac/About-Publication-17.
Nontax filers: If you (and your spouse) and/or your parent(s) did not file
taxes, contact the financial aid office to see if additional information is
needed.
Notes for questions 59 and 60 (page 3)
Notes for questions 65 and 66 (page 3)
Question 59 and 65. Indicate whether you, your spouse, and/or your
parent(s) have completed a federal or foreign tax return for 2019. If
“Yes,you will be required to submit documents to your financial aid
office (e.g., tax returns, tax transcripts, W-2s).
Question 60 and 66. Enter an Individual Taxpayer Identification Number
(ITIN) for you, your spouse, and/or your parent(s), if used to file a 2019
tax return. Note: Mark N/A if an ITIN was not used to file a 2019 tax
return.
Notes for questions 61 and 62 (page 3)
Notes for questions 67 and 68 (page 3)
Question 61 and 67. Adjusted gross income (AGI) is on IRS Form 1040
line 8b. If you did not file a tax return, mark N/A.”
Question 62 and 68. Income tax amount is the total of IRS Form 1040
line 14 minus Schedule 2—line 2. If negative, enter a zero. If you did not
file a tax return, mark N/A.”
Note: Income tax is not income. It is the amount of tax that you, your
spouse, or your parents paid on income earned.
2021-22 Texas Application for State Financial Aid (TASFA) Page 7
SECTION THREE: PARENT INFORMATION
NNototees for s for quequesstiotionns s 441-1-556 6 ((ppaaggee 33) )
Note: If you believe you have a special circumstance in which you are
unable
to
enter parental
information
when completing the TASFA,
it is
important for
you to notify and work closely
with the
financial aid
office
of the
institution
you plan
to
attend.
In
limited circumstances
such as the ones
listed
below, you may be able
to submit your TASFA without
providing parental
information:
Notes for question 69 (page 4)
Notes for question 70 (page 4)
In general, a person may be considered a dislocated worker if
he or she:
is receiving unemployment benefits due to being laid off or losing a
job and is unlikely to return to a previous occupation;
has been laid off or received a lay-off notice from a job;
was self-employed but is now unemployed due to
economic conditions or natural disaster; or
is the spouse of an active duty member of the Armed
Forces and has experienced a loss of employment because
of relocating due to permanent change in duty station; or
is the spouse of an active duty member of the Armed
Forces and is unemployed or underemployed, and is
experiencing difficulty in obtaining or upgrading
employment; or
is a displaced homemaker. A displaced homemaker is
generally a person who previously provided unpaid
services to the family (e.g., a stay-at-home mom or dad), is
no longer supported by the spouse, is unemployed or
underemployed, and is having trouble finding or upgrading
employment.
PART B. 2019 UNTAXED INCOME
Notes for questions
71-75 (page 4)
Question 71. Report child support that you, your spouse, or your
parent(s), as applicable, received for all children during 2019. Do not
include foster care or adoption payments.
Question 72. Enter housing, food, and other living allowances paid to
members of the military, clergy, and others (including cash payments and
cash value of benefits). Do not include the value of on-base military
housing or the value of a basic military allowance for housing or report
rent subsidies for low-income housing.
Question 73. Enter the total amount of untaxed income you, your
spouse, or your parent(s), as applicable, received in 2019.
Examples of untaxed income:
Payments to tax-deferred pension and retirement savings plans
IRA deductions and payments to other qualified plans
Tax-exempt interest income
Untaxed portions of IRA distributions
Untaxed portions of pensions
Veterans noneducation benefits, such as disability, death pension, or
dependency & indemnity compensation (DIC) and/or VA Educational
Work-Study allowances
Other untaxed income not reported may include workers’
compensation, disability benefits, etc.
Do not include extended foster care benefits, student aid, earned income
credit, additional child tax credit, welfare payments, untaxed Social
Security benefits, Supplemental Security Income, Workforce Innovation
and Opportunity Act educational benefits, combat pay, benefits from
flexible spending arrangements (e.g., cafeteria plans), foreign income
exclusion, or credit for federal tax on special fuels.
Question 74. Enter wages not listed on taxes or W-2 forms.
Question 75. Enter money received, or paid on your behalf (e.g., bills), not
reported elsewhere on this form. This includes money that you received
from a parent or other person whose financial information is not reported
on this form and is not part of a legal child support agreement.
PART C. 2019 ADDITIONAL FINANCIAL INFORMATION
Notes for questions
77-79 (page 4)
Question 77. Report any child support payments paid by you, your
spouse, or your parent(s), as applicable, during 2019 as a result of
divorce, separation, or some other legal requirement. These are
payments that are made to a child (or children) not living in your or your
parents’ household.
Question 78. Report earnings from need-based work programs and
need-based employment portions of fellowships and assistantships.
Question 79. Report any student grant and scholarship aid that was
reported to the IRS on your or your parents’ 2019 federal income tax
return. This includes benefits such as awards, living allowances, and
interest accrual payments as well as grant and scholarship portions of
fellowships and assistantships.
PART D. 2019 ASSETS
Notes for questions
80-82 (page 4)
Question 80. Do not enter student financial aid awards in this amount.
Question 81. Net worth means current value minus debt. If net worth is
negative, enter 0.
Question 82. Business and/or investment farm value includes the
market value of lands, buildings, machinery, equipment, inventory, etc.
Business and/or investment farm debt means only those debts for
which the business or investment was used as collateral. Business value
does not include the value of a small business if your family owns and
controls more than 50% of the business and the business has 100 or
fewer full-time or full-time equivalent employees.
For small business value, your family includes:
Persons directly related to you
Persons who are or were related to you by marriage, such as a
spouse, stepparent, or sister-in-law
Investment farm value does not include the value of a family farm that
you, your spouse, and/or your parent(s) live on and operate.
2021-22 Texas Application for State Financial Aid (TASFA) Page 8