Addional informaon is needed to connue processing your financial aid applicaon. If you are a dependent student please pro-
vide both student and parent informaon. If you are an independent student, please provide student/spouse informaon.
Financial Aid Office
541.383.7260 • fax: 541.383.7506
2600 NW College Way, Bend, Oregon 97703
www.cocc.edu/financial-aid • e-mail: coccfinaid@cocc.edu
Asset Verificaon
2019‐2020
Answer the following quesons AS OF THE DAY you originally signed and submied the FAFSA®.
Do not leave anything blank, if the answer is zero indicate zero (‐0‐).
Student/Spouse Parent(s)
(If dependent student)
What was your total balance of cash, savings, and checking accounts at the me
the FAFSA® was filed? Do not include student financial aid.
$
$
What was the net worth of your investments including real estate? Do not include
the home you live in.
$
$
What was the net worth of your businesses and/or investment farms? Do not
include a family farm or family business with less than 100 full-me employees.
$
$
Notes for Asset Quesons:
Net worth means the current value, as of the day you filed the FAFSA®, of investments, businesses, and/or investment farms,
minus debts related to those same investments, businesses, and/or investment farms. If net worth is negave, enter 0.
Investments include real estate (do not include the home in which you live), rental property, (includes a unit within a family
home that has it own entrance, kitchen and bath rented to someone other than a family member), trust funds, UGMA/UTMA ac-
counts (Do not include UGMA and UTMA accounts for which your parents are the custodian but not the owner), money market
funds, mutual funds, cerficates of deposit, stocks, stock opons, bonds, other securies, Coverdell savings accounts, 529 college
savings plans, the refund value of 529 prepaid tuion plans, installment and land sale contracts (including mortgages held), com-
modies, etc.
Investments do not include the home in which your parents live; cash, savings and checking accounts; the value of life insur-
ance and rerement plans (401[k] plans, pension funds, annuies, non-educaon IRAs, Keogh plans, etc.).
Investment value means the current balance or market value of these investments as of the day you submied the FAFSA®.
Investment debt means only those debts that are related to the investments.
Business and/or investment farm value includes the market value of land, buildings, machinery, equipment, inventory, etc. Busi-
ness and/or investment farm debt means only those debts for which the business or investment farm 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-me or full-me equivalent employees.
For small business value, your family includes (1) persons directly related to you such as a parent, sister, or cousin or (2) per-
sons who are or were related to you by marriage such as a spouse, stepparent or sister-in-law.
By signing this form, I cerfy the informaon reported is true and accurate. Adobe or signature type fonts will not be accepted.
Student name printed COCC ID number
Student signature Date Parent signature
(dependent students only) Date
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