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Financial Aid Office
2019 - 2020 Missing Asset Worksheet
Student Name
Student ID#
Phone Number
We need information about your assets. When determining the value of your investments, please
keep the following information in mind:
• Investments include real estate (do not include the family home), 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 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 investments.
• Do not include the value of life insurance, retirement plans (401K plans, pension funds, annuities, non-education IRAs, Keogh plans, etc.) or cash, savings
and checking accounts already reported 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 dents for which the business or investment farm was used as collateral.
• Do not include the value of a family farm that you (and your spouse) live on and operate.
• Do not include the value of a small business if your family owns and controls more than 50 percent of the business and the business has 100 or fewer full-
time or full-time equivalent employees. For small business value, your family includes (1) persons directly related to you, such as a parent,
sister or cousin, or (2) persons who are or were related to you by marriage, such as a spouse, stepparent or sister-in-law.
Student Asset Information
As of today, what is your (and your spouse’s) total current balance of cash, savings and checking accounts?
Do not include student financial aid.
$_______________
As of today, what is the net worth of your (and your spouse’s) investments, including real estate (not your
home)?
Net worth means current value minus debt.
$_______________
As of today, what is the net worth of your (and your spouse’s) current business and/or investment farms?
$_______________
Parent Asset Information
As of today, what is your parents’ total current balance of cash, savings and checking accounts?
$_______________
As of today, what is the net worth of your parents’ investments, including real estate (not your parents’ home)?
Net worth means current value minus debt.
$_______________
As of today, what is the net worth of your parents’ current businesses and/or investment farms?
Student Signature _________________________________________________________
Parent Signature __________________________________________________________
Please return this completed worksheet to:
Caldwell Campus
Watauga Campus
2855 Hickory Blvd.
P.O. Box 3318
Hudson, NC 28638
Boone, NC 28607
Fax: 828.726.2709
Fax: 828.297.1729
Email: finaid@cccti.edu
Email: finaid@cccti.edu
$_______________
Date ________________
Date ________________
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