Financial Aid Early Estimate Form 2008-2009


First Name:
Last Name:
Address:
City: State: Zip:
Phone Number:
HS/College GPA: ACT Score:

SECTION I. STUDENT'S PERSONAL INFORMATION AND STATUS Do not leave any items blank.
1. State of legal residence
2. Student's Date of Birth
3. Will you have your first Bachelor's degree before July 1, 2008? YES NO
4. Number of family members in your parents household during 2008-2009 (Include yourself, your parents and your parent's other children if they get more than half their support from your parents.)
5. Number of family members listed in #4 attending college during 2008-2009 (Include yourself and siblings, as long as they will attend at least half-time in 2008-2009 in a program that leads to a college degree or certificate) (Do not include your parents)
6. Age of older parent
7. Parent's Marital Status: Married Single Separated
8. Where will you live: on campus off campus with parents
SECTION II. PARENT'S TAX INFORMATION
9. Type of 2007 tax form your parent's will/did file 1040 1040A 1040EZ Did not file
10. Parent's actual or estimated 2007 Adjusted Gross Income (2007 IRS 1040 Form-line 37; 1040A Form-line 21; or 1040EZ Form-line 4)
11. Actual or Estimated 2007 US Income Tax paid (2007 IRS 1040 Form-line 57; 1040A Form-lines 35; or 1040EZ Form-line 10).
12. Father's actual or estimated total 2007 income from work Mother's actual or estimated total 2007 income from work (This information may be on their W-2 forms or on 2007 IRS Form 1040 lines 7+12+18; 1040A line 7 or 1040EZ line 1)
13. Parent's total 2007 estimated Untaxed income (Please include: Social Security benefits, child support received, TANF, Earned Income Credit, contributions to tax deferred savings plans, welfare benefits, worker's compensation, etc.)
14. Parents total 2007 income exclusions (Include child support paid, education credits from 2007 IRS form 1040-line 49 or 1040A-line 31)
SECTION III. PARENT'S ASSET INFORMATION
15. Parent's total current balance of cash, savings, checking accounts
16. Parent's value of current investments (Include rental property, land, second homes, trust funds, money market funds, certificates of deposit, stocks, bonds, securities, etc. DO NOT include the home you live in or retirement plans.)
17. Debt against parent's current investments (DO NOT list a mortgage against your home which is your principal residence only debt against investments reported in question 16) Skip question 18 if your business is a family farm, and your family resides on the farm and you file a Schedule F on a U.S. Tax Return.
18. Parent's current business and/or investment farm value Current debt against business and/or investment farm
SECTION IV: STUDENT'S TAX INFORMATION
19. Type of 2007 tax form you will/did file 1040 1040A 1040EZ Did not file
20. Your actual or estimated 2007 Adjusted Gross Income (2007 IRS 1040 Form-line 37; 1040A Form-line 21; or 1040EZ Form-line 4)
21. Your actual or estimated 2007 income tax paid (2007 IRS 1040 Form-line 57; 1040A Form-lines 35; or 1040EZ Form-line 10)
22. Your total actual or estimated 2007 income from work (This information may be on your W-2 forms or on 2007 IRS 1040 lines 7+12+18; 1040A line 7 or 1040EZ line 1)
23. Your total 2007 estimated Untaxed Income (Please include: Social Security benefits, contributions to tax deferred savings plans, welfare benefits, worker's compensation, etc.)
24. Students total 2007 income exclusions (Include child support paid, education credits from IRS form 1040-line 49 or 1040A-line 31, taxable earning from the Federal Work Study Program)
25. Do you now, or will you be receiving any Veteran's Benefit's during the 2008-2009 school year? Yes No If yes, please list amount per month and number of months
SECTION V: STUDENT'S ASSET INFORMATION
26. Your total current balance of cash, savings, checking accounts
27. Your value of current investments (Include real estate, second homes, trust funds, money market funds, certificates of deposit, stocks, bonds, securities, etc. DO NOT include the home you live in or retirement plans.)
28. Debt against your current investments (DO NOT list a mortgage against your home which is your principal residence, only debt against investments reported in question 27) Skip question 29 if your business is a family farm, your family resides on the farm, and you file a Schedule F on a U.S. Tax Return.
29. Your business and/or investment farm value Debt against business and/or investment farm

By clicking submit, you attest that the information provided is accurate to the best of your knowledge.