ASSET FORM
2018-2019
Financial Aid Office/Enrollment Services
452 South Anderson Road, Rock Hill, South Carolina 29730
Phone (803) 327-8008 Fax (803) 981-7278
Student’s Name: ____________________________ ID: _______________
Your federal financial aid application cannot be completed until the following information is provided to
the Financial Aid Office. Please complete the section that applies to you and your household. Include
spouse information if you are married. Complete the parent information if you were required to provide
parental data on the Free Application for Federal Student Aid (FAFSA).
As of today, what is the total current balance of cash, savings and
checking accounts? (Do not include student financial aid)
As of today, what is the net worth of investments, including real
estate (not your home)?
As of today, what is the net worth of current businesses and/or
investment farms? (Do not include a small business that has 100
or less employees; do not include a farm that your family lives on
and operates)
Net worth means current value minus debt. If net worth is one million dollars or more, enter $999,999. If net
worth is negative, enter 0.
Investments include real estate (do not include the home you live in), trust funds, UGMA and UTMA accounts,
money market funds, mutual funds, certificates of deposit, stocks, stock options, bonds, other securities, Coverdell
savings accounts, 529 college savings plans, the refund value of 529 state prepaid tuition plans, 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
investment.
Investments do not include the home you live in, the value of life insurance, retirement plans (pension funds,
annuities, non-education IRAs, Keogh plans, etc.), or cash, savings and checking accounts reported in #3 above.
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.
By signing this form, I (we) am stating that the information provided above is accurate to the best of my
knowledge.
Student’s Signature: ______________________________________ Date: ___________________
Parent’s Signature: ______________________________________ Date: ___________________
(if applicable)
Revised 2/22/2018
