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Dependent Student Early Estimate Form
Financial Aid Early Estimate Form 2014-2015
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, 2014?  Yes  No
4. Number of family members in your parent(s) household for the period of July 1, 2014 through June 30, 2015   
(Include yourself, your parent(s) and your parent(s) other children if they get more than half their support from your parent(s)).
5. Number of family members listed in #4 attending college during 2014-2015   
(Include yourself and siblings, as long as they will attend at least half-time in 2014-2015 in a program that leads to a college degree or certificate) (Do not include your parent(s))
6. Age of older parent
7. Parent(s) Marital Status:
8. Where will you live:
SECTION II: PARENT(S) TAX INFORMATION (Do not leave any items blank.)
* If you are unsure about your 2013 data please answer the questions using your completed 2012 tax information - Keeping in mind your estimate could change once your 2013 Federal taxes are complete.
9. Type of 2013 tax form your parent(s) will/did file
10. Parent(s) actual or estimated 2013 Adjusted Gross Income
(2013 IRS 1040 Form-line 37; 1040A Form-line 21; or 1040EZ Form-line 4)
11. Actual or Estimated 2013 US Income Tax paid
(2013 IRS 1040 Form-line 55; 1040A Form-lines 35; or 1040EZ Form-line 10)
12. Father's actual or estimated total 2013 income from work
Mother's actual or estimated total 2013 income from work
(This information may be on their W-2 forms (Box 1 + 8) or on 2013 IRS Form 1040 lines 7+12+18 + Box 14 of IRS Schedule K-1 (Form 1065); 1040A line 7 or 1040EZ line 1)
13. Parent(s) total 2013 estimated Untaxed income  
(Please include: child support received, contributions to tax deferred savings plans, disability, worker's compensation, etc.)
14. Parents total 2013 income exclusions  
(Please include: child support paid, education credits from 2013 IRS form 1040-line 49 or 1040A-line 31, taxable earnings from the Federal Work Study program, etc.)
SECTION III. PARENT(S) ASSET INFORMATION (Do not leave any items blank)
15. Parent(s) total current balance of cash, savings, checking accounts
16. Parent(s) 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.)
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 you own a family farm, and your family resides on the farm, and you file a Schedule F on a U.S. Tax Return, or if you own a small business that has 100 or fewer full-time or full-time equivalent employees.
18. Parent(s) current business and/or investment farm value 
Current debt against business and/or investment farm
SECTION IV: STUDENT'S TAX INFORMATION (Do not leave any items blank.)
* If you are unsure about your 2013 data please answer the questions using your completed 2012 tax information - Keeping in mind your estimate could change once your 2013 Federal taxes are complete.
19. Type of 2013 tax form you will/did file
20. Your actual or estimated 2013 Adjusted Gross Income
(2013 IRS 1040 Form-line 37; 1040A Form-line 21; or 1040EZ Form-line 4)
21. Your actual or estimated 2013 income tax paid
(2013 IRS 1040 Form-line 55; 1040A Form-lines 35; or 1040EZ Form-line 10)
22. Your total actual or estimated 2013 income from work
(This information may be on your W-2 forms (Box 1 + 8) or on 2013 IRS 1040 lines 7+12+18 + Box 14 of IRS Schedule K-1 (Form 1065); 1040A line 7 or 1040EZ line 1)
23. Your total 2013 estimated Untaxed Income
(Please include: child support received, contributions to tax deferred savings plans, disability, worker's compensation, etc.)
24. Students total 2013 income exclusions
(Please include: child support paid, education credits from 2013 IRS form 1040-line 49 or 1040A-line 31, taxable earning from the Federal Work Study Program, etc.)
SECTION V: STUDENT'S ASSET INFORMATION (Do not leave any items blank)
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 you own a family farm, and your family resides on the farm, and you file a Schedule F on a U.S. Tax Return, or if you own a small business that has 100 or fewer full-time or full-time equivalent employees.
29. Your business and/or investment farm value
Debt against business and/or investment farm

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