TheTexasApplicationforStateFinancialAid(TASFA)isusedtocollectinformationtohelpdetermineeligibilityforstatefinancialaidprogramsthatare
administeredbyinstitutionsofhighereducationinthestateofTexas.StudentsthatareclassifiedasaTexasResidentwhocannotapplyforfederalfinancial
aidusingtheFreeApplicationforFederalStudentAid(FAFSA)areencouragedtocompletetheTASFA.ToreviewtheFAFSAfilingrequirements,visit
www.fafsa.ed.govorvisitthefinancialaidofficeattheinstitutionyouplantoattendforthe201819awardyear.PleasenotethatTexasResidencycanonly
bedeterminedbytheinstitutionthatyouplantoattend.Thisapplicationcannotbeusedtodetermineyourstateresidencystatusorfinaleligibilityforstate
aid.
Tocompletethisapplication,eachitemwithintheapplicablesectionsmustbeanswered.Forclarificationonspecificitems,pleasereferencetheNotes
section.Ifyouhavefurtherquestions,contactthefinancialaidofficeatyourinstitution.
TexasstateprioritydeadlineformanyinstitutionsofhighereducationisMarch15,2018forthe201819awardyear.Itisrecommendedthatapplicants
completeandsubmitthisapplicationandanyotherrequireddocumentation tothefinancialaidofficepriortothestateprioritydeadlinedate.
STEPONE:STUDENTINFORMATION(S
eeNotesforquestions56
)
1. LastName 2. FirstName 3. M.I.
4. DateofBirth
5. SocialSecurityNumber
orDACA#orNotApplicable[]
6. CollegeStudentID
7. PermanentMailingAddress
8. City 9. State 10. ZipCode 11. PhoneNumber
12. EmailAddress AlternateEmail:
13. Whatwillyourhighschoolcompletionstatusbe
whenyoubegincollegeinthe20182019schoolyear?
Highschooldiploma []  Homeschooled[]
GeneralEducationalDevelopment(GED)certificate[]Noneof theabove[]
(SkiptoQuestion16) (Skiptoquestion18)
14. HighSchoolName
(Ifapplicable)
15. HighSchoolCity
(Ifapplicable)
16. State
(Ifapplicable)
17. Dateof
Graduation
18. Willyouhaveyourfirstbachelor’sdegreebeforeyoubeginthe201819schoolyear?[]Yes[]No
19. Whatwillyourgradelevelbewhenyoubeginthe201819schoolyear?
20. Whatdegreeorcertificatewillyoubeworkingonwhenyoubegin
the201819schoolyear?
Neverattendedcollege
………………………………………………………………………………………….
(Nocollegecredits)
1styearundergraduate
……………………………………………………………………………….
(Upto30collegecreditstowardsdegree)
2ndyearundergraduate/sophomore………………………………………………………….
(3060collegecreditstowardsdegree)
3rdyearundergraduate/junior…………………………………………………………….……..
(6090collegecreditstowardsdegree)
4thyearundergraduate /senior……………………………………………………………………
(90120collegecreditstowardsdegree)
5thyear/otherundergraduate…………………………………………………………………….
(120ormorecollegecreditstowardsdegree)
1styeargraduate/professional……………………………………………………….…………..
Continuinggraduate/professionalorbeyond……………………………………………..
1stbachelor’sdegree………………………………….………………………………………………
2ndbachelor’sdegree…………………………………………………………………….………….
Associatedegree……………………………………………………………………….……………….
(occupational,technicalprogram,generaleducationortransferprogram)
Certificateordiploma…………………………………………………………………….………….
Teachingcredential………………………………………………………………………….…………
(nondegreeprograme.g.TeacherCertification)
Graduateorprofessionaldegree……………………………………………………………….
Other/undecided………………………………………………………………………………………..
2018-19 TASFA
Texas Application for State Financial Aid July 1, 2018 – June 30, 2019
2018-19 Texas Application for State Financial Aid (TASFA)
Page 1
STEPONE:STUDENTINFORMATIONCONTINUED…(SeeNotesforquestions2429)
21. Wheredoyouplantoliveduringthe201819schoolyear?
[]Oncampus[]Offcampus[]Withparentorrelative
22. Atthestartofthe2018–19schoolyear,howmanycredits/hourswill
youbeenrolledin?
[]Fulltime(12hoursormore)[]Threequartertime(911hours)
[]Halftime(68hours)[]Lessthanhalftime(5hoursorless)
[]Notsure
23. Ifyouaretransferringschools,haveyouearnedan
AssociateDegree?
[]Yes
(EnterthedateyouearnedanAssociateDegree_________________)
[]No
24. Whereyoubornmaleorfemale?
[]Male
[]Female
Inordertoqualifyforstate,aidmalesbetweentheageof18and25,
regardlessofresidency,mustregisterwithSelectiveService(withlimited
exceptions).Acopyoftheregistrationacknowledgementcardmustbe
providedtotheinstitution’sfinancialaidoffice.
25. Haveyoubeenconvictedofafelonyoracrimeinvolvingacontrolled
substance?
[ ] Yes[ ] No
26. HaveyoupreviouslyreceivedstateFinancialAid?
[]Yes[]No
27. (A)Areyouinterestedinbeingconsideredforthe
TexasCollegeWorkStudyprogram?
[]Yes[]No[]Don’tknow
(B)Ifyes,doyouhaveauthorizationtoworkintheU.S.?
[]Yes[]No[]Don’tknow[]Notapplicable
28. Asoftoday,whatisyourmaritalstatus?
[]Iamsingle []Iamseparated
[]Iammarried/remarried []Iamdivorcedorwidowed
29. Monthandyearyouweremarried,remarried,separated,divorcedor
widowed.
Month:_________Year:_____________Notapplicable[]
STEPTWO:STUDENTDEPENDENCYSTATUSDETERMINATION(SeeNotesforquestions30and3540)
30. WereyoubornbeforeJanuary1,1995?......................................................................................................................................
31. Asoftoday,areyoumarried?(Alsoansweryesifyouareseparatedbutnotdivorced)……………………………………………………………………
32. Atthebeginningofthe201819schoolyear,willyoubeworkingonamaster’sordoctorateprogram?...................................
(e.g.MA,MBA,JDPhD,EdD,MD,etc.)
33. DoyounowhaveorwillyouhavechildrenwhowillreceivemorethanhalfoftheirsupportfromyoubetweenJuly1,2018and
June30,2019?.........................................................................................................................................................................
34. Doyouhavedependents(otherthanyourchildrenorspouse)wholivewithyouandwhoreceivemorethanhalfoftheir
supportfromyou,nowandthroughJune30,2019?.....................................................................................................................
35. Atanytimesinceyouturnedage13,wereyouinfostercare,wereyoua dependentorwardofthecourt,orwerebothyour
parent(s)deceased?(Youdonothavetocurrentlybeawardofthecourt)……………………………………………………………………………………...
36. Asdeterminedbythestate’scourt,areyouorwereyouanemancipatedminor?......................................................................
37. Asdeterminedbythestate’scourt,doessomeoneotherthanyourparentorstepparenthavelegalguardianshipofyou?......
38. AtanytimeonorafterJuly1,2017,didyourhighschoolorschooldistrict’shomelessliaisondeterminethatyouwerean
unaccompaniedyouthwhowashomelessorwereselfsupportingatriskofbeinghomeless?..................................................
39. AtanytimeonorafterJuly1,2017,didthedirectorofanemergencyshelterortransitionalhousingprogram,fundedbythe
U.S.DepartmentofHousingandUrbanDevelopment,determinethatyouwereanunaccompaniedyouthwhowashomelessor
wereselfsupportingandatriskofbeinghomeless?................................................................................................
40. AtanytimeonorafterJuly1,2017,didthedirectorofarunawayorhomelessyouthbasiccenterortransitionallivingprogram
determinethatyouwereanunaccompaniedyouthwhowashomelessorwereselfsupportingandatriskofbeing
homeless?.....................................................................................................................................................................................
YesNo
YesNo
YesNo
YesNo
YesNo
YesNo
YesNo
YesNo
YesNo
YesNo
YesNo
2018-19 Texas Application for State Financial Aid (TASFA)
Page 2
STEPTHREE:PARENTINFORMATION(SeeNotesforquestions4156)
IfyouansweredNotoallthequestionsinSTEPTWO,youmustincludeparentalinformation,evenifyoudonotlivewithyourlegalparents(biological,
adoptive,orasdeterminedbythestate[forexample,iftheparentislistedonthebirthcertificate]).Grandparents,fosterparents,legalguardians,widowed
stepparents,aunts,uncles,andsiblingsarenotconsideredparentsonthisform,unlesstheyhav
elegallyadoptedyou.
Ifyourlegalparentsaremarriedtoeachother,orarenotmarriedtoeachotherandlivetogether,answerthequestionsaboutbothofthem.Ifyouareina
singleparenthome(e.g.parent(s)wasnevermarriedorisremarried,divorced,separated,etc.),reviewtheTASFANotesforfurtherclarification.
PARENT’SMARITALSTATUS
41. Asoftoday,whatisthemaritalstatusofyourlegalparents?
[]MarriedorRemarried[]NeverMarried
[]DivorcedorSeparated[]Widowed
[]Unmarriedandbothparentslivingtogether
42. Monthandyearyourparentsweremarried,remarried,separated,
divorcedorwidowed:
Month:_________Year:_____________Notapplicable[]
PARENT1(Mother/Father/Stepparent)
43. LastName 44. FirstName
45. DateofBirth
46. SocialSecurityNumber
orDACA#orNotApplicable[]
47. PhoneNumber
48. EmailAddress
49. Highestlevelofeducationcompleted.[]MiddleSchool/Jr.High[]HighSchool[]CollegeorBeyond[]Other/Unknown
PARENT2(Mother/Father/Stepparent)
50. LastName 51. FirstName
52. DateofBirth
53. SocialSecurityNumber
orDACA#orNotApplicable[]
54. PhoneNumber
55. EmailAddress
56. Highestlevelofeducationcompleted.[]MiddleSchool/Jr.High[]HighSchool[]CollegeorBeyond[]Other/Unknown
STEPFOUR:INCOMEINFORMATION‐Documentationwillneedtobesubmittedtothefinancialaidoffice.(e.g.W2’s,taxtranscripts,
taxreturns,etc.)
IfyouansweredNotoallofthequestionsinSTEPTWO,youmustincludeparentalinformation,asdefinedinSTEPTHREE.IfyouansweredYestoanyof
thequestionsinSTEPTWO,youareonlyrequiredtoenterincomeinformationforyourself(andyourspouse).
PARTA.EARNINGS(SeeNotesforquestion5766)
StudentEarnings ParentEarnings
57. Didyou(orspouse)workin2016?[]Yes[]No
58. Ifyes,howmuchdidyou(andspouse)earnfromworkingin2016?
Student:_________________Spouse:____________________
59. Didyou(orspouse)filea2016taxreturn?
Student[]Yes[]No
Spouse[]Yes[]No
60. WasanIndividualTaxpayerIdentificationNumber(ITIN)used
tofilea2016taxreturn?Ifso,enterbelowormarkN/A
Student:_________________[]N/A
Spouse:_________________ []N/A
61. Asoftoday,areyou(orspouse)adislocated(currentlyun‐
employed)worker?
Student[]Yes[]No[]Don’tknow
Spouse[]Yes[]No[]Don’tknow
62. Didyourparent(s)workin2016?[]Yes[]No
63. Ifyes,howmuchdidyourparent(s)earnfromworkingin2016?
Parent1:_______________Parent2:__________________
64. Didyourparent(s)filea2016taxreturn?
Parent1[]Yes[]No
Parent2[]Yes[]No
65. WasanIndividualTaxpayerIdentificationNumber(ITIN)usedtofilea
2016taxreturn?Ifso,enterbelowormarkN/A
Parent1:_________________[]N/A
Parent2:_________________[]N/A
66. Asoftoday,iseitherofyourparentsadislocated(currentlyunemployed)
worker?
Parent1[]Yes[]No[]Don’tknow
Parent2[]Yes[]No[]Don’tknow
2018-19 Texas Application for State Financial Aid (TASFA)
Page 3
Forquestions,6771,iftheansweriszeroorthequestiondoesnot
applytoyou,enter“0”DONOTLEAVEANYBLANKS.Reportwhole
dollaryearlyamountswith nocents.
STUDENT
SPOUSE
(Ifapplicable)
PARENT1 PARENT2
PARTB.2016UNTAXEDINCOMEfor2016(SeeNotesforquestions6770)
67. Childsupportreceivedforanyofyourchildren.
68. Housing,food,andotherlivingallowancespaidonyourbehalf.
69. Otheruntaxedincomenotreported.
(Suchasworker’scompensation,disability,etc.)
70. Cashearnings(WagesnotlistedontaxesorW2forms)
71. TOTALUNTAXEDINCOME
PARTC.2016ADDITIONALFINANCIALINFORMATION(SeeNotesforquestions7274)
72. Childsupportpaid.
73. Taxableearningsfromworkstudyorotherneedbasedworkprograms.
74. Earningsfromworkunderacooperativeeducationprogramofferedbya
college.
PARTD.2016ASSETS(SeeNotesforquestions7577)
75. Asoftoday,whatisthetotalcurrentbalanceofcash,savings,and
checkingaccounts?
76. Asoftoday,whatisthenetworthofinvestments,includingrealestate?
(Donotincludethehomeyouliveinorthebalanceofretirementplans)
77. Asoftoday,networthofcurrentbusinessesand/orinvestmentfarms?
PARTE.FEDERALASSISTANCEPROGRAMS
78. Atanytimeduring2017or2018,didyou(yourspouse)oranyoneinyourhouseholdreceivebenefitsfromanyofthefederalprogramslisted?
Markallthatapply(leaveblankifnotapplicable).
[]MedicaidorSupplemental
SecurityIncome(SSI)
[]Supplemental
NutritionAssistance
Program(SNAP)
[]Freeor
ReducedPrice
SchoolLunch
[]TemporaryAssistance
forNeedyFamilies(TANF)
[]SpecialSupplemental
NutritionProgramforWomen,
Infants,andChildren(WIC)
PARTF.NONTAXFILERS‐Onlycompleteifyou(andyourspouse)didnotfiletaxesfor2016,oryourparent(s)didnotfiletaxesfor2016,if
parentalinformationisrequired.
79. Explainwhatsourcesofincomeorpublicassistanceyouand/oryourfamilyusedtopayforlivingexpenses.Yourfinancialaidofficemayrequest
additional information. (If you (your spouse) and/or your parents did not meet either of the IRS Income filing thresholds from earnings or self
employment,anddidnotfiletaxes,pleaseprovideabreakdownofyourlivingexpenses(e
.g.rent,food,utilities,bills,etc.).
Living Expenses Cost for the year
To pay for living expenses listed, the following sources of income were used:
Rent
$
Food
$
$
$
$
$
$
2018-19 Texas Application for State Financial Aid (TASFA) Page 4
$ 0.00
$ 0.00
STEPFIVE:HOUSEHOLDINFORMATION
(SeeNotesforquestions8081)
IfyouansweredYestoanyofthequestionsinSTEPTWO,listthepeopleinyourhouseholdinthe chartbelow.Includeyourself(andspouse)andyour
childrenifyouwillprovidemorethanhalfoftheirsupportbetweenJuly1,2018andJune30,2019(eveniftheydonotlivewithyou).Donotincludepeople
thatyouwillnotprovidemorethanhalfoftheirsupportbetweenJuly1,2018andJune30,2019(e.g
.aroommate).Includeanyotherpeopleiftheynow
livewithyou,andyouprovideandwillcontinuetoprovidemorethanhalfoftheirsupportthroughJune30,2019.
IfyouansweredNotoallofthequestionsinSTEPTWO,listthepeopleinyourhouseholdinthechartbelow.Includeyourself(evenifyoudon’tlivewith
yourparents),yourparentsandyourparents’otherchildren(eveniftheydonotlivewithyourparents)ifyourparentswillprovidemorethanhalfoftheir
supportfromJuly1,2018andJune30,2019.Includeanyotherpeopleiftheynowlivewithyourparents,andyourparentsprovideandwillcontinueto
providemorethanhalfoftheirs
upportthroughJune30,2019.
FullNameofeachhouseholdmember
(Examples:parent(s),sibling(s),grandparentorspouse)
Age
Relationshiptostudent
(e.g.sister,son)
College/University
(Ifapplicable)
Self
80. Totalnumberinhousehold: 81. Totalnumberincollegefor2018–19:
STEPSIX:SIGNATURE(S)
82. IcertifythatIwillusestatestudentfinancialaidtopayonlythecostofattendinganinstitutionofhighereducation,andthattheinformationprovided
onthisformistrue,complete,andcorrecttothebestofmyknowledge.Iunderstandthatanyfalsestatementsmayvoidmyeligibilityforstatefinancial
aid.Ialsocertifythattheinformationprovid edonthisformwillbeusedonlyforevaluationofeligibilityforstatefinancialaidandthatImayneedtoprovide
additionalinformationformyschooltodetermineeligibilityforstatefinancialaid.
StudentSignature Date
Pare
ntSignatur
e* Date
*OnlyrequiredifallquestionsinSTEPTWOwereansweredNo
Markwhichparentsignedabove.
Parent1[]Parent2[]
2018-19 Texas Application for State Financial Aid (TASFA)
Page 5
click to sign
signature
click to edit
click to sign
signature
click to edit
The following notes are to provide additional clarification to the questions on the application. The blue items indicate a Student (and spouse) response
is needed and the purple indicate a Parent(s) response is needed. If additional assistance is needed, please contact the institution’s financial aid office
that you currently attend or plan to attend for 2018-19.
STEP ONE: STUDENT INFORMATION
Notes for questions 5 and 6 (page 1)
Question 5. If you have been issued a social security card, enter your
assigned number. If you have been approved for Deferred Action of
Childhood Arrivals (DACA), enter your assigned social security number
(SSN) through this program. If you don’t have an assigned SSN, mark
N/A.
Question 6. Enter your ID number issued by your college or university.
Notes for question 24 (page 2)
Enter your gender at birth.
In order to qualify for state aid, males between the age of 18 and 25,
regardless of residency status must register with Selective Service (with
limited exceptions). This requirement applies to any person assigned
the sex of male at birth. The selective service registration form may be
obtained at a U.S. Post Office or at www.sss.gov. Once submitted a
copy of your registration acknowledgement card must be provided to
the institution’s financial aid office. If you are currently of the age and
gender requiring registration with Selective Service, but knowingly and
willfully fail to do so, you are not eligible to receive funds from the
State of Texas (Texas Education Code, Section 51.9095).
Notes for question 25 (page 2)
If you have been convicted of a felony or a crime involving a controlled
substance (e.g. drugs, alcohol), enter “Yes”.
If Yes, see your institution’s financial aid office regarding additional
documentation that may be requested (e.g. confirmation of eligibility).
Notes for question 26 (page 2)
State financial aid programs can include:
Toward EXcellence, Access and Success (TEXAS) Grant
Texas Educational Opportunity Grant (TEOG)
Tuition Equalization Grant (TEG)
Texas College Work-Study (TCWS)
B-On-Time (BOT)
Top Ten Percent (Top 10%) Scholarship
College Access Loan (CAL)
Texas Armed Services Scholarship Program (TASSP)
Bilingual Education Scholarship Program
Exemptions
Waivers
Notes for question 27 (page 2)
A. Texas College Work-Study is a state program that provides
employment positions to eligible students with financial need.
B. If you have been approved for Deferred Action of Childhood
Arrivals (DACA), you could be eligible for the Texas College Work-
Study Program. Your college will require proof of your
authorization to work in the U.S. (e.g. copy of your SSN card).
Notes for questions 28 and 29 (page 2)
Question 28. Report your marital status as of the date you sign your TASFA
(enter married if you are separated but not divorced). If your marital status
changes after you sign your TASFA, check with your financial aid office at your
institution.
Question 29. Enter the Month and Year of the status selected in question 28. If
you have never been married, remarried, separated, divorced or widowed,
markNot applicable”.
STEP TWO: STUDENT DEPENDENCY DETERMINATION
Notes for question 30 (page 2)
If you were born on January 1, 1995, you should enter no”.
Notes for question 35 (page 2)
Enter Yes” if at any time since you turned age 13:
You had no living parent (biological or adoptive), even if you are now
adopted;
You were in foster care, even if you are no longer in foster care today; or
You were a dependent/ward of the court, even if you are no longer a
dependent/ward of the court today.
If you are not sure if you were in foster care, check with your state’s child
welfare agency. You can find that agency’s contact information at
www.childwelfare.gov/nfcad.
Notes for question 36 (page 2)
Enter “Yes” if you can provide a copy of the court’s decision that as of
today, you are an emancipated minor. Also, enter “Yes” if you can provide
a copy of a court’s decision that you were an emancipated minor or were
an emancipated immediately before you reached the age of being an
adult in Texas. The court must be located in your state of legal residence
at the time the court’s decision was made.
Enter “No” if you are still a minor and the court decision is no longer in
effect or the court decision was not in effect at the time you became an
adult. The financial aid administrator at your school may require you to
provide additional information such as a copy of the court’s decision.
Notes for question 37 (page 2)
The definition of legal guardianship does not include your parents, even if
they were appointed by a court to be your guardians. You are also not
considered a legal guardian of yourself.
Enter “Yes” if you can provide a copy of the court’s decision that as of
today, you are in legal guardianship. Also, enter “Yes” if you can provide a
copy of a court’s decision that you were in legal guardianship or were in
legal guardianship before you reached the age of being an adult in Texas.
The court must be located in your state of legal residence at the time the
court’s decision was made.
Enter “No” if you are still a minor and the court’s decision is no longer in
effect or the court’s decision was not in effect at the time you became an
adult. The financial aid administrator at your school may require you to
provide additional information such as a copy of the court’s decision.
2018-19 TASFA Notes
Texas Application for State Financial Aid July 1, 2018 June 30, 2019
2018-19 Texas Application for State Financial Aid (TASFA) Notes Page 1
Notes for questions 38-40 (page 2)
Enter “Yes” if you received a determination at any time on or after July
1, 2017, that you were an unaccompanied youth who was homeless or,
at risk for being homeless.
Homeless - means lacking fixed, regular, and adequate housing,
which includes living in shelters, motels, or cars, or temporarily
living with other people because you had nowhere else to go.
Unaccompanied - means you are not living in the physical custody
of your parent or guardian.
Youth - means you are 21 years of age or younger or you are still
enrolled in high school as of the day you sign this application.
Answer “No” if you are not homeless or at risk of being
homeless, or if you do not have a determination. You should
contact your financial aid office for assistance if you do not have
a determination but believe you are an unaccompanied youth
who is homeless or are an unaccompanied youth providing for
your own living expenses who is at risk of being homeless.
STEP THREE: PARENT INFORMATION
Notes for questions 41-56 (page 3)
Question 41. Report your legal parent’s marital status as of the date you sign
your TASFA (enter married if they are separated but not divorced). If your
parent’s marital status changes after you sign your TASFA, check with your
financial aid office at your institution.
If your legal parents (biological, adoptive, or as determined by the state
[for example, if the parent is listed on the birth certificate]) are not
married to each other and live together, select Unmarried and both
parents living togetherand provide information about both of them
regardless of their gender. Do not include any person who is not married
to your parent and who is not a legal or biological parent.
If your legal parents are married, select “Married or remarried.” If
you’re legal parents are divorced but living together, select
Unmarried and both parents living together.” If you’re legal
parents are separated but living together, select “Married or
remarried,” not “Divorced or separated.”
If your legal parents are divorced or separated, answer the
questions about the parent you lived with more during the past 12
months. (If you did not live with one parent more than the other,
give answers about the parent who provided more financial
support during the past 12 months or most recent year that you
received support from a parent.) For instance, if you feel the
support was equal (50/50), list information for the parent that
provided at least 51% (slightly more) of your support for the year. If
this parent is remarried as of today, answer the questions about
that parent and your stepparent.
If your widowed parent is remarried as of today, answer the
questions about that parent and your stepparent.
Question 42. Enter the Month and Year of your parent’s marital status
selected in question 41. If your parents have never been married, remarried,
separated, divorced or widowed, mark Not applicable”.
Question 43-46. Enter the all information for Parent 1 and Parent 2 (if
applicable).
STEP FOUR: INCOME INFORMATION
PART A. EARNINGS
Notes for question 57 and 58 (page 3)
Notes for question 62 and 63 (page 3)
Question 57 and 62. Indicate whether you, your spouse, and/or your
parent(s) worked anytime from January 1, 2016 through December 31,
2016.
Question 58 and 63. In order to accurately assess your financial situation,
your institution needs to account for all sources of income. In cases where
your family’s earnings from employment are at or above the IRS filing
threshold requirements, the financial aid office will require that you file
taxes before processing your TASFA. Tax filing requirements can be found
in IRS Publication 17, Table 1-1: Filing Requirements for Most Taxpayers.
See https://www.irs.gov/uac/About-Publication-17
Nontax filers: If you (and your spouse) and/or your parent(s) did not meet
either of the IRS income filing thresholds, you will not be required to file
taxes for state financial aid purposes. However, you will need to provide a
breakdown of your living expenses and explain the sources of income that
you used to pay for those expenses. (See PART F. NONTAX FILERS)
Notes for question 59 and 60 (page 3)
Notes for question 64 and 65 (page 3)
Question 59 and 64. Indicate whether you, your spouse, and/or your
parent(s) have completed a federal or foreign tax return for 2016. If “Yes”,
you will be required to submit documents to your financial aid office (e.g.
tax returns, tax transcripts, W-2’s).
Tax ID Numbers: Enter tax ID numbers for you, your spouse, and/or your
parent(s) if they were used to complete the 2016 tax return.
Question 60 and 65. Enter an Individual Taxpayer Identification Number
(ITIN) for you, your spouse, and/or your parent(s), if used to file a 2016 tax
return.
Note: Mark N/A if an ITIN was not used to file a 2016 tax return.
Notes for question 61 (page 3)
Notes for question 66 (page 3)
In general, a person may be considered a dislocated worker if
he or she:
is receiving unemployment benefits due to being laid off or losing a
job and is unlikely to return to a previous occupation;
has been laid off or received a lay-off notice from a job; was
self-employed but is now unemployed due to economic
conditions or natural disaster; or
is the spouse of an active duty member of the Armed Forces
and has experienced a loss of employment because of
relocating due to permanent change in duty station; or
is the spouse of an active duty member of the Armed Forces
and is unemployed or underemployed, and is experiencing
difficulty in obtaining or upgrading employment; or
is a displaced homemaker. A displaced homemaker is
generally a person who previously provided unpaid services
to the family (e.g., a stay-at-home mom or dad), is no longer
supported by the spouse, is unemployed or underemployed,
and is having trouble finding or upgrading employment.
2018-19 Texas Application for State Financial Aid (TASFA) Notes Page 2
PART B. 2016 UNTAXED INCOME
Notes for questions
67-70 (page 4)
Question 67. Report child support that you, your spouse, or your
parent(s), as applicable, received for all children during 2016. Do not
include foster care or adoption payments.
Question 68. Housing, food, and other living allowances provided to
you or your parents must be reported when they are part of a
compensation package received for a job. Include cash payments and
cash value of benefits. If you received free room and board in 2016 for
a job, you must report the value of the room and board as untaxed
income. (For this category, “housing allowances” excludes rent
subsidies for low-income housing).
Question 69. Do not include student aid, earned income credit, child
tax credit, untaxed Social Security benefits, Workforce Investment Act
educational benefits, combat pay (if you are not a tax filer), benefits
from flexible spending arrangements (e.g. cafeteria plans), foreign
income exclusion, or credit for federal tax on special fuels.
Question 70. Enter any income that was paid in cash or other means
for which a tax return was not filed or a W-2 form was not provided.
PART C. 2016 ADDITIONAL FINANCIAL INFORMATION
Notes for questions
72-74 (page 4)
Question 72. Report any child support payments paid by you, your
spouse, or your parent(s), as applicable, during 2016 as a result of
divorce, separation, or some other legal requirement. These are
payments that are made to a child (or children) not living in you or your
parent(s) household.
Question 73. Report earnings from need-based work programs and
need-based employment portions of fellowships and assistantships.
Question 74. Report any student grant and scholarship aid that was
reported to the IRS on you or your parent(s) 2016 federal income tax
return. This includes benefits such as awards, living allowances, and
interest accrual payments as well as grant and scholarship portions of
fellowships and assistantships.
PART D. 2016 ASSETS
Notes for questions
75-77 (page 4)
Question 75. Do not enter student financial aid awards in this
amount.
Question 76. Net worth means current value minus debt. If net worth
is negative, enter 0.
Question 77. Business and/or investment farm value includes the
market value of lands, buildings, machinery, equipment, inventory,
etc. Business and/or investment farm debt means only those debts
for which the business or investment was used as collateral. Business
value 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.
For small business value, your family includes:
Persons directly related to you
Persons who are or were related to you by marriage, such as a
spouse, stepparent, or sister-in-law
Investment farm value does not include the value of a family farm
that you, your spouse, and/or your parent(s) live on and operate.
STEP FIVE: HOUSEHOLD INFORMATION
Notes for questions
80-81 (page 5)
Question 80. List the members of your house hold. Include the
following:
Yourself, even if you live with your parents.
Spouse (if applicable).
Your children (even if they live outside your home and you
will provide more than 50% of their financial support
between July 1, 2018 and June 30, 2019).
Other people that live with you and you will provide more
than 50% of their financial support between now and June
30, 2019. Parents (if applicable).
Your parent’s other children (even if they do not live with
your parents and your parents will provide more than 50%
of their financial support between July 1, 2018 and June
30, 2019).
Note: Do not include people in your household that you will not
provide more than half of their support between July 1, 2018
and June 30, 2019 (e.g. roommate).
Question 81. Always count yourself as a college student. Do not
include parents, and do not include siblings who are in the U.S.
military service academies. You may include others, only if they
will attend a program that leads to a college degree or
certificate at least half-time in 2018-19.
2018-19 Texas Application for State Financial Aid (TASFA) Notes Page 3