STUDENT FINANCIAL SERVICES
2015-2016 Student (and Spouse) Asset Information Form
Student's Name Student ID # (or Social Security #)
Please respond below to report asset values as of the date you submitted your FAFSA. Do not
leave any questions blank. Mark a zero if you have nothing to report.
What was the balance of your cash, savings, and checking accounts? $ ________________
What was the value of your investments? $ ________________
Investments include 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.
Do not include the value of life insurance and retirement plans (401k Plans, pension funds, annuities, non-education IRA’s,
Keogh plans, etc.), or cash, savings, and checking accounts already reported above.
Note: For more information about reporting education savings plans, refer to the FAFSA instructions or call 1-800-433-3243.
Please complete this section regarding your real estate investments.
List complete information for all real estate you own (DO NOT include the home you live in). List the values of all other real
estate you own or are purchasing, including rental property, mobile homes, condos, duplexes, land, vacation homes, etc.
Check this box if you do not own real estate investments
Current Market Value $_______________ Mortgage Balance $_______________
Property Address _____________________________________________________________________________________________________
What was the net worth of your business and/or investment farm? $ ______________
Net worth means current value minus debt. Business and/or farm value includes the market value of land, buildings, machinery,
equipment, inventory, etc. Business and/or investment farm debt means only those debts for which the business and/or farm was
used as collateral.
Do not include the value of a small business that you (or your spouse) own and controls more than 50% of the business and that
has 100 or fewer full-time or full-time equivalent employees. Do not include the value of a family farm that you (or your spouse)
live on and operate.
I certify that the information provided is true and complete. I understand that this information will be used to determine the student’s eligibility for
financial aid and that false or misleading statements may be cause for termination of aid and repayment of funds received.
Student's Signature Date
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