ASSET REQUEST FORM
FINAID_ASSET REQUEST FORM 201602
FINANCIAL AID OFFICE
State University of New York at Fredonia
209 Maytum Hall, Fredonia, NY 14063
Phone 716-673-3253 • Fax 716-673-3785
ﬁnancial.firstname.lastname@example.org • www.fredonia.edu/ﬁnaid
__________________________________________ Date ___________________________
__________________________________________ I.D. # ___________________________
Part of the Veriﬁcation process requires that you report your asset information using the ﬁgures as of the day the
FAFSA was completed, ______________________ .
u Please complete this form, sign and return to the Financial Aid Ofﬁce. Do not leave any questions blank.
If an answer is zero, please enter 0.
Due to a change in assets reported on the FAFSA, we now need documentation on the assets below (i.e. copy
of bank statement).
STUDENT ASSETS PARENT ASSETS
Checking/Savings _______________________________ Checking/Savings _______________________________
Investment Net Worth ____________________________ Investment Net Worth ____________________________
Business/Farm Net Worth _________________________ Business/Farm Net Worth __________________________
Student signature _______________________________ Parent signature ________________________________
Date ________________________________________ Date ________________________________________
Investments include real estate (do not include the home you live in), rental property (includes a unit within a family home that has
its own entrance, kitchen, and bath rented to someone other than a family member), trust funds, UGMA and UTMA accounts, money
market funds, mutual funds, certiﬁcates of deposit, stocks, stock options, bonds, other securities, installment and land sale contracts
(including mortgages held), commodities, etc. Investments also include qualiﬁed educational beneﬁts or education savings accounts
such as Coverdell savings accounts, 529 college savings plans and the refund value of 529 pre-paid tuition plans. For a student
who does not report parental information, the accounts owned by the student (and the student’s spouse) are reported as student
investments. For a student who must report parental information, the accounts are reported as parental investments, including all
accounts owned by the student and all accounts owned by the parents for any member of the household.
Investments do not include the home you live in, the value of life insurance, retirement plans (401[k] plans, pension funds, annuities,
non-education IRAs, Keogh plans, etc.) or cash, savings and checking accounts already reported. Do not include UGMA & UTMA
accounts for which you are the custodian, but not the owner. 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. Net worth means current value
minus debt. If net worth is negative, enter 0.
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. Business
value does not include the value of a small business that you (your spouse and/or your parents) own and control more than 50
percent and that has 100 or fewer full-time or full-time equivalent employees. Investment farm value does not include the value of a
family farm that you (your spouse and/or your parents) live on and operate.
WE ARE UNABLE TO PROCESS YOUR FINANCIAL AID UNTIL WE RECEIVE THIS FORM COMPLETED AND SIGNED.
o1ST REQUEST o2ND REQUEST oFINAL REQUEST