HCC ID#
PJ–Dependent + Verication
C. 2017 Income and Tax Data
VERIFICATION OF 2017 INCOME FOR STUDENT
Student was employed in a FOREIGN COUNTRY in 2017.
Student will complete Foreign Income Supplement (under parents’ Information) and provide documentation.
Student was employed in 2017 and led US taxes.
Student has used/will use IRS DATA Retrieval Tool on FAFSA. OR
Student has provided/will provide signed copy of 2017 1040, 1040A or 1040EZ tax form.
Student was not employed (in the US or any foreign country) and had no income earned from work in 2017.
The student was employed in the US in 2017 but did not le taxes.
Student will provide copies of all 2017 IRS W-2 forms, if issued by employers.
Was this a work-study position?
Yes No
VERIFICATION OF 2017 INCOME FOR PARENT(S)
One or both parents worked in a FOREIGN COUNTRY in 2017.
Parent(s) will complete Foreign Income Supplement, even if no income was earned, and provide documentation.
One or both parents were employed in 2017 and parent(s) led US taxes.
Parent(s) has used/will use IRS DATA Retrieval Tool on FAFSA. OR
Parent(s) has provided/will provide signed copy of 2017 1040, 1040A or 1040EZ tax form.
One or both parents earned no income from work in 2017 (in the US or any foreign country).
Parent(s) will complete Non-Tax Filer form (unless ling jointly with spouse).
One or both parents were employed in the US in 2017 but did not le taxes.
Parent(s) will provide copies of all 2017 IRS W-2 forms, if issued by employers.
Was this a work-study position?
Yes No
D. Current Net Worth
as of the date fafsa was completed—
not today’s date. If you do not have any
assets in that category, enter $0. If the net
worth is negative, enter $0.
Student Parent(s)
Net Worth of Cash/Savings/Checking Accounts
Net Worth of Investment*
Net Worth of Business/ Investment Farm**
Investments include
• real estate (do not include the
home in which you live);
• 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;
• certicates of deposit;
• stocks;
• stock options;
parental information, the
accounts owned by the
student (and/or the student’s
spouse) are reported as
student investments in
question 42. For a student
who must report parental
information, the accounts
are reported as parental
investments in question
91, including all accounts
owned by the student and
all accounts owned by the
parents for any member of
the household.
• Money received, or paid on
your behalf, also includes
distributions to you (the
student benefciary) from a
529 plan that is owned by
someone other than you or
your parents (such as your
grandparents, aunts, uncles,
and non-custodial parents).
Investments do not include
• the home you live in, the value
of life insurance;
• retirement plans
(401[k] plans;
• pension funds;
• annuities;
• noneducation IRAs, Keogh
plans, etc.);
• cash, savings and checking
accounts already reported in
questions 41 and 90;
• UGMA and 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.
Continued on page 3
2017 Filing
Requirements
for Most
Taxpayers
See IRS Publication 17
for detailed guidance or
if you are over 65.
IF your ling status is...
AND at the end of 2017
you were...
THEN le a return if your
gross income was at least...
Single Dependent under 24 $6,350
Single Independent Student under 65 $10,400
Married ling jointly under 65 (both spouses) $20,800
Married ling separately any age $ 4,050
Head of household under 65 $13,400
Qualifying widow(er) under 65 $16,750
Enter the net worth of assets when the FAFSA was completed. Net worth means the current value, as of today, of investments,
businesses, and/or investment farms, minus debts related to those same investments, businesses, and/or investment farms. When
calculating net worth, use 0 for investments or properties with a negative value.
• bonds;
• other securities;
• installment and land
sale contracts (including
mortgages held);
• commodities, etc.
• qualifed educational benefts
or education savings
accounts (e.g., Coverdell
savings accounts;
• 529 college savings plans
and the refund value of 529
prepaid tuition plans). For a
student who does not report
PLEASE CAREFULLY READ THE NOTES BELOW AND ON THE NEXT PAGE, EXPLAINING THE CRITERIA FOR EACH ASSET.