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Page 3
Step Three (Student):
NoYes
NoYes
Step Two CONTINUES from Page 2
NoYes
No
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No
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Yes
Answer the questions in this step to determine if you will need to provide parental information. Once
you answer “Yes” to any of the questions in this step, skip Step Four and go to Step Five on page 6.
a. Payments to tax-deferred pension and retirement savings plans (paid directly or withheld from earnings), including, but not limited to,
amounts reported
on the
W-2
forms in Boxes 12a
through
12d, codes D, E, F, G, H and S. Don’t include amounts reported in code DD
(employer contributions toward employee health benets).
b. IRA deductions and payments to self-employed SEP, SIMPLE, Keogh and other qualied plans from IRS Form 1040 Schedule 1—total
of lines 28 + 32.
c. Child support received for any of your children. Don’t include foster care or adoption payments.
d.
Tax
exempt interest income from IRS
Form 1040—line 2a.
e. Untaxed portions of IRA distributions and pensions from IRS Form 1040—line 4a minus line 4b. Exclude rollovers. If negative, enter
a zero here.
f. Housing, food and other living allowances paid to members of the military, clergy and others (including cash payments and cash value
of benets). Don’t include the value of on-base military housing or the value of a basic military allowance for housing.
g. Veterans noneducation benets, such as Disability, Death Pension, or Dependency & Indemnity Compensation (DIC) and/or VA
Educational Work-Study allowances.
h.
i.
Other untaxed income not reported in items 37a through 37g, such as workers’ compensation, disability benefits, untaxed
foreign income, etc. Also include the untaxed portions of health savings accounts from IRS Form 1040 Schedule 1—line 25. Don’t
include extended foster care benefits, student aid, earned income credit, additional child tax credit, welfare payments, untaxed
Social Security benefits, Supplemental Security Income, Workforce Innovation and Opportunity Act educational benefits, on-base
military housing or a military housing allowance, combat pay, benefits from flexible spending arrangements (e .g., cafeteria plans),
foreign in come exclusion or credit for federal tax on special fuels.
Money received, or paid on your behalf (e.g., bills), not reported elsewhere on this form. This includes money that you received from a
parent or other person whose financial information is not reported on this form and that is not part of a legal child support agreement.
38. Were you born before January 1, 1997? ................................................................................
39. As of today, are you married? (Also answer “Yes” if you are separated but not divorced.) .................................
40. At the beginning of the 2020-2021 school year, will you be working on a master’s or doctorate program (such as an MA,
MBA, MD, JD, PhD, EdD, graduate certicate, etc.)?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
41. Are you currently serving on active duty in the U.S. Armed Forces for purposes other than training? .......................
42. Are you a veteran of the U.S. Armed Forces? . ...........................................................................
43. Do you now have or will you have children who will receive more than half of their support from you between July 1, 2020
and June 30, 2021?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
44. Do you have dependents (other than your children or spouse) who live with you and who receive more than half of their
support from you, now and through June 30, 2021? ....................................................................
45. At any time since you turned age 13, were both your parents deceased, were you in foster care or were you a dependent
or ward of the court? ..................................................................................................
46. As determined by a court in your state of legal residence, are you or were you an emancipated minor? ........................
47. Does someone other than your parent or stepparent have legal guardianship of you, as determined by
a court in your
state of legal residence? ..................................................................................
48. At any time on or after July 1, 2019, did your high school or school district homeless liaison determine that you were an
unaccompanied youth who was homeless or were self-supporting and at risk of being homeless? . . . . . . . . . . . . . . . . . . . . . . .
49. At any time on or after July 1, 2019, did the director of an emergency shelter or transitional housing program funded by
the U.S. Department of Housing and Urban Development determine that you were an unaccompanied youth who was
homeless or were self-supporting and at risk of being homeless? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
50. At any time on or after July 1, 2019, did the director of a runaway or homeless youth basic center or transitional living
program determine that you were an unaccompanied youth who was homeless or were self-supporting and at risk of
being homeless? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
37. Student’s 2018 Untaxed Income (Enter the combined amounts for you and your spouse.)
36. Student’s 2018 Additional Financial Information (Enter the combined amounts for you and your spouse.)
a. Education credits (American Opportunity Tax Credit and Lifetime Learning Tax Credit) from IRS Form 1040 Schedule 3—line 50.
b. Child support paid because of divorce or separation or as a result of a legal requirement. Don’t include support for children in your
household, as reported in question 84.
c. Taxable earnings from need-based employment programs, such as Federal Work-Study and need-based employment portions of
fellowships and assistantships.
d. Taxable college grant and scholarship aid reported to the IRS as income. Includes AmeriCorps benefits (awards, living allowances and
interest accrual payments), as well as grant and scholarship portions of fellowships and assistantships.
e. Combat pay or special combat pay. Only enter the amount that was taxable and included in your adjusted gross income. Don’t include
untaxed combat pay.
f. Earnings from work under a cooperative education program offered by a college.
Form CONTINUES on Page 4