FINANCIALAIDSERVICES
SandelHall115|700UniversityAvenue,Monroe,LA71209
Phone:(318)342‐5320|Fax:(318)342‐3539
Email:finaid@ulm.edu|URL:http://finaid.ulm.edu
2019‐2020
ASSETINFORMATIONWORKSHEET
StudentInformation:
LastName: FirstName: CWIDorSSN:
Email: @warhawks.ulm.edu Phone#:( )
Whenyoucompletedyour2019‐2020FAFSA,youeitherlefttheassetsectionblankoryoureportedinconsistent
information.Pleasecompletethefollowingsection(s).Youmustreporttheamountsbasedonthedateyoufiledyour
FAFSA.Ifanitemdoesnotapplytoyou,enter“0.”
Note:Ifyouwererequiredtoprovideyourpar
ent(s)informationontheFAFSA,theymustalsocompletethisworksheetand
includeaparentsignature.
Cash,SavingsandCheckingAccount:AsofthedateofyourFAFSA,whatisthetotalcurrentbalance?
Student/SpouseValue $
Parent(
s)Value $
NetWorthofInvestments:Networthmeanscurrentvalueminusdebt.Ifnetworthisnegative,enter“0.”
Investmentsincluderealestate(e.g.rentalpropertiesotherthanyourhome),trustfunds,moneymarketfu
nds,
mutualfunds,certificatesofdeposit,stocks,bonds,othersecuriti
es,installmentandlandsalecontra
cts
(includi
ngmortgagesheld
,commodities,etc.).
Invest
mentvalueincludesthemarketvalueoftheseinvestments.DONOTinclude
thevalueoflifeinsurance
andretireme
ntplans(pensionfunds,annuities,IRAs,Keoghplans,etc.)orthevalueofprepaidtuitionpl
ans.
Investmentd
ebtmeansonlythosedebtsthatarerelatedtotheinvestment.
Student/SpouseValue $
Parent(
s)Value $
NetWorthofBusiness:Businessvalueminusbusinessdebt.
Businessvalueincludesthemarketvalueofland,buildings,machinery,equipmentandinventory.It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.
Businessdebtm
eansonlythosedebtsforwhichthebusinesswasusedascollateral.
Student/SpouseValue $
Parent(
s)Value $
CertificationandSignature:
Bysigningthisworksheet,eachpersoncertifiesthatalloftheinformationprovidedonthisformandtheFAFSAistrue
andcompletetothebestoftheirknowledge.WARNING:Ifyoupurposelygivefalseand/ormisleadinginformationon
thisformorFAFSA,youmaybefined,senttoprison,orboth.Allsignaturesmustbehandwritten.Electronicsignatures
cannotbeaccepted.
Studentsignature Studentprintedname Date
Parentsignature P
arentprintedname Date