CSS Profile Comprehensive Question and Instruction Listing

Transcription

1 CSS Profile Comprehensive Question and Instruction Listing Below are all of the questions that may be found on a CSS Profile application. As the application is adapted to the applicant s situation and utilizes skip logic, applicants will not be asked all of the questions shown here. This document is for reference only. It should not be used in place of the online CSS Profile application. If the College Board receives a copy of this document, it will be destroyed. Question GETTING STARTED About the Student This section asks for important information about the student. First name The student's first name as it appears on legal documents (i.e. birth certificate, passport). Middle name The student's middle name as it appears on legal documents (i.e. birth certificate, passport). Last name The student's last (family) name as it appears on legal documents (i.e. birth certificate, passport). Preferred name The first name the student prefers to be called. address An address the student checks regularly, is active, and that the student will keep. This is important because the College Board will send information about the financial aid process to this address. Be sure the student's address can receive from the College Board by adding our domain name, collegeboard.org, to the list of enabled mail senders. Phone number (##########) Birthdate (MM/DD/YYYY) Student's marital status Married or in a domestic partnership Remarried Never married Separated Divorced or no longer in a domestic partnership Widowed Student's CBFinAid ID Enter the student's telephone number as digits only. Do not use hyphens, dashes, parenthesis, or a plus sign. Select the student's marital status, not that of the parents. If you have the student s CBFinAId ID from last year or received one in an , enter it here. It will help us match this application to other data for this student. 1

2 Student s Citizenship Country where the student lives Citizenship status U.S. citizen U.S. eligible noncitizen Other Canadian citizen Select the country where the student lives. This should be the student's permanent address, and can be different from where mail is received. If the student's country does not appear in this list, the CSS Profile cannot be completed online. Contact the schools that require the CSS Profile for guidance. Select "U.S. eligible noncitizen" if the student: - is a U.S. permanent resident (I-551) - is a conditional permanent resident (I-551C) - holds an I-94 with a designation of "Refugee," "Asylum Granted," "Parolee," T-Visa holder, or "Cuban-Haitian Entrant," "Victim of human trafficking," or - is a citizen of the Republic of Palau, the Republic of the Marshall Islands, or the Federated States of Micronesia. Select "other" if the student is not a citizen or permanent resident of the U.S. or Canada and does not meet the above criteria, including having been granted Deferred Action for Childhood Arrivals (DACA) status or having an F1, F2, J1, J2, or G series visa. Student s Social Security Number (US) or Social Insurance Number (Canada). Please Note: Many institutions use the SSN/SIN as a primary student identifier. If this field is left blank, or an incorrect number is entered, financial aid processing may be delayed. Country of citizenship If the student has dual citizenship, select U.S. citizen. If the student has a SSN or SIN, please enter it. All information entered on the CSS Profile is securely collected and stored and only shared with the institutions you select. Select the country of citizenship that is or will be reported on the student's I-20 or DS-2019, or the citizenship of the passport the student will be using to travel to the United States. 2

3 Visa type F-1 F-2 J-1 J-2 G-1 G-2 G-3 G-4 H Other Student Status Answer the following questions about the student. Has legal dependents (not including the student's spouse) Is a veteran of the U.S. Armed Forces or currently serving on active duty Is currently a ward of the court Is 18 or older, but was, until the age of 18, a ward of the court Is currently in foster care Select "Yes" only if: - the student has children for whom the student provides most (more than 50%) of their support or - the student provides most of the support (more than 50%) for people who live with the student (other than the student's spouse) and will continue to provide this level of support during the academic year. ROTC students, students at service academies, and National Guard/Reserves enlistees are not considered veterans. Answer "Yes" if the student is currently a ward of the court because a court of law has assumed legal custody of the student. Do not answer yes if the student's parents arranged a legal guardian for the student, even if a court of law was involved. Financial aid administrators may require documentation of this status. Answer "Yes" if the student was, until the age of 18, a ward of the court because a court of law assumed legal custody of the student before the student turned 18. Do not answer yes if the student's parents arranged a legal guardian for the student, even if a court of law was involved. Financial aid administrators may require documentation of this status. Answer "Yes" if the student is currently in foster care. Financial aid administrators may require documentation of this status. 3

4 Is 18 or older, but was, until the age of 18, in foster care The student was determined to be an emancipated minor by a court in the student's state of legal residence The student is homeless, or at risk of becoming homeless. Answer "Yes" if the student was in foster care until the age of 18, even if not in foster care today. Financial aid administrators may require documentation of this status. Answer "Yes" if you can provide a copy of a court's decision that the student is today, or was until the age of being an adult in the student's state, an emancipated minor. The court issuing the decision must have been located in the student's state of legal residence at the time the court's decision was issued. Financial aid administrators may require a copy of the court's decision. Answer "Yes" if the student is an unaccompanied youth who is or was homeless or at risk of being homeless. -- "Homeless" means the student lacks fixed, regular and adequate housing (living in shelters, parks, motels or cars or living temporarily with other people because the student has nowhere else to go) -- "Unaccompanied" means the student is not living in the physical custody of the student's parents -- "Youth" means that the student is 23 years of age or younger or the student is still enrolled in high school as of the date of the application Homeless At any time on or after July 1, 2018, did the student's high school or school district homeless liaison determine that the student was an unaccompanied youth who was homeless or was self-supporting and at risk of being homeless? At any time on or after July 1, 2018, did the director of an emergency shelter or transitional housing program funded by the U.S. Department of Housing and Urban Development determine that the student was an unaccompanied youth who was homeless or was self-supporting and at risk of being homeless? Financial aid administrators may require documentation of this status. Answer "Yes" if the student's high school or school district homeless liaison determined the student met the definition of homeless. Answer "Yes" if the director of an emergency shelter or transitional housing program funded by the U.S. Department of Housing and Urban Development determined the student met the definition of homeless. 4

5 At any time on or after July 1, 2018, did the director of a runaway or homeless youth basic center or transitional living program determine that the student was an unaccompanied youth who was homeless or was self-supporting and at risk of being homeless? Student s Permanent Address Street address Street address (line 2) City Country State/Province ZIP/Postal Code Student s Mailing Address The student's mailing address and permanent address are the same Street address Street address (line 2) City Country State/Province ZIP/Postal Code 5 Answer "Yes" if the director of a runaway or homeless youth basic center or transitional living program determined the student met the definition of homeless. The street address where the student receives mail The street address where the student receives mail if further space is needed. The city where the student receives mail The country where the student receives mail. The state or province where the student receives mail. The zip or postal code where the student receives mail. Do not enter address information other than the zip or postal code in this field. PARENT INFORMATION Parental Relationships List all of the student s parents below. Include all parents - biological, adoptive, step-parents/parent s partner, and legal guardians. This information is used to help your schools understand your family situation and build your personalized application; it is critical that you be accurate and complete. If you answer incorrectly and have to change information on this page after you have completed other sections of the application it may result in that information being considered invalid and you will have to reenter that information. (The following questions will be repeated up to four times.) Parent's first name Parent's last name Relationship to the student Father Mother Stepfather Stepmother Legal guardian Other Deceased Household Verification Was the student adopted after the age of 13?

6 What is the marital status of the student's parents? Married or in a domestic partnership Separated Divorced Unmarried, not living together Unmarried, living together You provided information for only one biological or adoptive parent. Please select the appropriate option for the second parent or return to the previous page to supply that parent's information. Parent is deceased Single adoptive parent at time of adoption Single parent of donor conceived child (at time of conception) Parent is unknown Have no contact with parent Application Determination Select the parent(s) the student lived with most during the past year. If equal, select the parent(s) who provided the most financial support. Select the parent(s) whose information will be provided on this application. What is the current marital status of the parent(s) whose information will be provided? Married or in a domestic partnership Remarried Never married Separated Divorced or no longer in a domestic partnership Widowed Year of marriage If you select "unknown" or "no contact," please provide additional information in the special circumstances section at the end of this application. The schools to which the student is applying may ask for additional information from or about this parent. If the student no longer lives with his/her parents, select the parent the student most recently lived with. If the student's parents were married at that time, select the parent that currently or most recently provided financial support. If the student's biological or adoptive parents are no longer married/partnered or living together, you must provide their information in separate applications. Select the one biological or adoptive parent whose information will be provided on this application. If that parent is married or in a domestic partnership, select the parent's spouse/partner and report information about him/her as well. Select the status that best reflects the parent(s) completing this application. If the student lives with two parents (including parent/step-parent), select either "married or in a domestic partnership." Both of these parents will report their information on this application. If you select "divorced," "separated," or "never married," you will report only one parent's information on this application and may be required to complete a separate application for your other parent. 6

7 Country where the student's parent(s) live Select the country in which the student's parents live. This should be their permanent address and can be different from where they receive mail. Current Academic Year Select the student's year in school for the year 11 th grade 12th grade First year undergraduate Second year undergraduate Third year undergraduate Fourth (or higher) year undergraduate First year graduate Second year graduate Third (or higher) year graduate Not in School Current High School Information Please use School Search to find the name of the student's high school for Current College Information If the student attended a private high school, how much was received in scholarships and grants for the year? If the country does not appear in this list, the CSS Profile cannot be completed online. Contact the schools that require the CSS Profile for guidance. ACADEMIC INFORMATION If the student is still in high school, even if she/he is taking college or college-level courses, select the student's year in high school. Do not answer if the student did not attend a private high school. Include all scholarships, grants, and gift aid (money you do not need to repay) received for the academic year, including from the school the student attends. If the student attended a private high school, how much did his/her parents pay for the student's education in the year? Do not include money that must be repaid (loans). Do not answer if the student did not attend a private high school. Only report the money the student's parents paid for tuition, fees, books, supplies, housing, and meals. 7 Do not include fees the student's parents paid for extracurricular activities such as sports, band, or theater. Do not include money the student's parents borrowed for the student's education (loans). Name of the student's college or university for College Details Provide the following information for each college or program to which the student is applying. College or program name

8 Student's year in school First year undergraduate, never previously attended First year undergraduate, previously attended Second year undergraduate Third year undergraduate Fourth year undergraduate Fifth year (or higher) undergraduate First year graduate student Second year graduate student Third year graduate student Fourth year (or higher) graduate student College Assigned ID (if known) Student's housing plans On campus Off campus With parents With relatives Has the student applied for aid at this college/program before? Is the student transferring to or considering transferring to this school? Is the student applying to this school Regular Decision, Early Action or Early Decision? If the student has an identification number (other than the student's Social Security Number) that this college has assigned, provide the number here. Providing this number will help the school process the student's informartion more efficiently. If the student has not been assigned a number for this college, leave the field blank. This will be used to provide you with appropriate deadlines and other information. It will not be reported out to other schools. If you are unsure, pick the most likely option and check the school's website for deadline information. Currency Select the currency you will use to complete this If your primary currency is not U.S. dollars, do not application. convert your responses. Select your primary currency and complete your application in the currency you selected. PARENT DETAILS Parent 1 Details (The parent questions will be repeated up to two times.) Date of birth Social Security Number (or Social Insurance Number) 8

9 address Question The address at which the student's parent would like to receive communication about the financial aid process. Preferred daytime phone number State of residence Highest level of education completed Middle school/jr. high High school College/university or beyond Other/unknown Parent 1 Employment Occupation or profession Is or was in the U.S. Armed Forces? Self-employed A dislocated worker This address will be used by the College Board to send information about the financial aid process, and will be shared only with the colleges and programs to which this application is sent. Describe this parent's primary occupation. If unemployed, list their occupation when employed. Select if this parent operates a business or profession as a sole proprietor, partner in a partnership, independent contractor, or consultant. A dislocated worker: - is receiving unemployment benefits after losing a job - has been laid off or has received a lay-off notice - was self-employed but is now unemployed due to economic conditions - is a displaced homemaker (a person who is no longer supported by their spouse and is having trouble finding employment) Additionally: - a person who has chosen to leave employment is generally not considered a dislocated worker - the student's institution may require proof of this status Unemployed Do not select if this parent is employed by others, retired, or not employed by choice. Date unemployment began Name of employer Number of years at current place of employment Parent 1 Retirement Plans Participates in the following retirement plans (Select all that apply): IRA, Keogh, 401k, 403b, or other tax-deferred retirement plan Plans to draw social security upon retirement Employer sponsored retirement plan Civil service or state sponsored retirement plan 9

10 Union sponsored retirement plan Military sponsored retirement plan Other type of retirement plan Current value of tax-deferred retirement, pension, annuity, and savings plans Report the total amount, regardless of whether the contributions were from this parent or by their employer. For defined benefit plans, use the most recent account statement that shows the current net worth based on employee contributions. Additional Parent Information Answer the following questions about the student's parent that does not live in the student's primary home. Parent's first name Enter "unknown" if the name is not known Parent's last name Enter "unknown" if the name is not known Address Enter "unknown" if the address is not known City/state/ZIP code Enter "unknown" if the address is not known Occupation/Employer Enter "unknown" if the employer is not known Year of separation If the actual year is in doubt, report the year that best represents the year they separated. If they did not have a legal separation agreement, enter the date they stopped living together. If they never lived together, enter the year the student was born. Year of divorce Leave blank if the student's parents were never married. How much will this parent contribute financially to the student's educational costs for the academic year? Is there an agreement specifying this contribution? Please provide any additional information regarding the current or expected financial contribution from this parent. PARENT INCOME Parent Tax Return Status Select the student's parents federal tax return If the student's parents' country's tax year does not status for 2017 follow the calendar year, report information from Completed the last tax year that ended before April 1, Estimated, will file Not filed, and not required to file, a tax return Parent Tax Return Type 10

11 Select the type of federal income tax return the student's parents filed, or will file, for A 1040EZ Canadian tax return U.S. Territory return Other non-u.s. tax return Parent Tax Filing Status Select the student's parents federal tax filing status for 2017 Married, filing joint return Head of household Single Married, filing separate returns Qualifying widow(er) with dependent child 11 If you select "Other non-u.s. tax return" and your country's tax year does not follow the calendar year, report information from your country's last tax year that ended before April 1, If the student's parents filed separate tax returns and did not file the same type of tax return, select the most complex U.S. return filed by either of them, if a U.S. tax return was filed. Tax filing status is indicated in boxes 1-5 on the IRS 1040 and 1040A federal tax returns. If the student's parents each filed a tax return, select "Married, filing separate returns," even if they were not married at the time they filed the separate returns. Did the student's parents file their EZ as an individual or with a spouse? Parent 1040 If the parent selects a Tax Return Type and Filing Status of Parent Married Filing Separately, the following questions will be displayed twice once for each parent. Enter the following information from the student's parents' using the tax line references. Line 6d: Total number of exemptions claimed Line 7: Wages, salaries, tips, etc. Line 8a: Taxable interest Line 8b: Tax-exempt interest Line 9a: Ordinary dividends Line 10: Taxable refunds, credits, or offsets of state and local income taxes Line 11: Alimony received Line 12: Business income or (loss) Line 13: Capital gain or (loss) Line 14: Other gains or (losses) Line 15a: IRA distributions Amount of rollover, if any Line 15b: IRA distributions, taxable amount Line 16a: Pensions and annuities Amount of rollover, if any Line 16b: Pensions and annuities, taxable amount Line 17: Rental real estate, royalties, partnerships, S corporations, trusts, etc. Line 18: Farm income or (loss) Line 19: Unemployment compensation Line 20a: Social security benefits Line 20b: Social security benefits, taxable amount Line 21: Other income What were the source(s) of this other income?

12 12 Line 25: Health savings account deduction Line 28: Self-employed SEP, SIMPLE, and qualified plans Line 32: IRA deduction Line 34: Tuition and fees Line 36: Income adjustments Line 37: Adjusted gross income Line 40: Itemized deductions Line 46: Excess advance premium tax credit repayment Line 50: Education credits Line 56: Federal taxes paid Line 57: Self-employment tax Line 66a: Earned income credit (EIC) Line 67: Additional child tax credit Parent 1040A If the parent selects a Tax Return Type and Filing Status of Parent 1040A - Married Filing Separately, the following questions will be displayed twice once for each parent. Enter the following information from the student's parents' A using the tax line references. Line 6d: Total number of exemptions claimed Line 7: Wages, salaries, tips, etc. Line 8a: Taxable interest Line 8b: Tax-exempt interest Line 9a: Ordinary dividends Line 10: Capital gain distributions Line 11a: IRA distributions Amount of rollover, if any Line 11b: IRA distributions, taxable amount Line 12a: Pensions and annuities Line 12b: Pensions and annuities, taxable amount Line 13: Unemployment compensation and Alaska Permanent Fund dividends Line 14a: Social security benefits Line 14b: Social security benefits, taxable amount Line 17: IRA deduction Line 19: Tuition and fees Line 20: Total adjustments Line 21: Adjusted gross income Line 29: Excess advance premium tax credit repayment Line 33: Education credits Line 37: Federal taxes paid Line 42a: Earned Income Credit (EIC) Line 43: Additional child tax credit Parent 1040EZ Enter the following information from the student's parent s EZ using the tax line references. Line 1: Wages, salaries, and tips

13 Line 2: Taxable interest Line 3: Unemployment compensation and Alaska Permanent Fund dividends Line 4: Adjusted gross income Line 5: Exemptions Line 8a: Earned income credit (EIC) Line 10: Tax Parent Canadian Tax Return Parent 1 If the student s parents are married and select Tax Return Type of Canadian Tax Return, the following questions will be displayed twice once for each parent. Enter the following information from <Parent 1 First Name> s 2017 tax return using the tax line references. Line 101: Employment income Line 104: Other employment income Line 113: Old age security pension Line 114: CPP or QPP benefits Line 119: Employment insurance and other benefits Line 120: Taxable amount of dividends (eligible and other than eligible) Line 180: Taxable amount of dividends (other than eligible) Line 121: Interest and other investment income Line 122: Net partnership income Line 126: Rental income Line 127: Taxable capital gains Line 135: Self-employment income Business income Line 141: Self-employment income - Farming Line 145: Social assistance payments Line 207: Registered pension plan deduction Line 208: RRSP/pooled registered pension plan (PRPP) deduction Line 217: Business investment loss Line 222: Deduction for CPP or QPP contributions Line 231: Clergy residence deduction Line 236: Net income Line 420: Net federal tax Line 428: Provincial or territorial tax Parent Territory Tax Return Enter the following amounts for the student's parents for Adjusted gross income Wages, salaries, commissions, and tips Parent 1 income from work Include wages, salaries, commissions, and tips. Include all income whether reported on earning statements or not. 13

14 Parent 2 income from work Include wages, salaries, commissions, and tips. Taxable interest income Tax-exempt interest income Dividend income Net income from businesses or partnerships Net income from rental real estate, royalties, estates, or trusts Net income from farms Taxable pension, annuity, or retirement distributions received Untaxed pension, annuity, or retirement distributions received Other taxable income Other untaxed income Income received from other family members Total adjustments Tax credits received Federal taxes paid Parent Non-U.S. Tax Return Enter the following amounts for the student's parents for Include all income whether reported on earning statements or not. Interest is money earned by deposited funds such as a savings account. Dividends are payments made by a corporation to shareholders from its profits. Only include income that has not been reported elsewhere on this application. If their country s tax year does not follow the calendar year, report information from the last tax year that ended before April 1, For example, if their country s tax year runs from April 1 to March 31, enter the information for the tax year that ended March 31, If their country s tax year runs from July 1 to June 30, enter the information for the tax year that ended June 30, Wages, salaries, commissions, and tips Parent 1 income from work Include wages, salaries, commissions, and tips. Parent 2 income from work Interest income Dividend income Net income from businesses or partnerships Net income from rental real estate, royalties, estates, or trusts 14 Include all income whether reported on earning statements or not. Include wages, salaries, commissions, and tips. Include all income whether reported on earning statements or not. Interest is money earned by deposited funds such as a savings account. Dividends are payments made by a corporation to shareholders from its profits.

15 Net income from farms Pension, annuity, or retirement distributions received Income received from other family members Tax credits received All taxes, mandatory withholdings, and set-asides paid or withheld. Include income taxes, state taxes, local taxes, levies, and mandatory retirement payments. Itemize the sources and amounts for the taxes and withholdings amount entered above Parent Non-filer Enter the amounts the student's parents received in 2017 for the following items. Income Parent 1 earned from work Enter the income this parent earned from work. Include wages, salaries, tips, and commissions. Include income reported on W-2 forms or other earning statements and any earnings from work that are not included on earnings statements. If this parent is a U.S. tax filer, include the this parent's portion of income reported on - IRS Form 1040, lines 7, 12, and 18 and Schedule K- 1 (Form 1065), Box 14 (Code A); A, line 7; - or 1040 EZ, line 1. Income Parent 2 earned from work If lines 12 or 18 or Box 14 are negative, treat them as zero. Enter the income this parent earned from work. Include wages, salaries, tips, and commissions. Include income reported on W-2 forms or other earning statements and any earnings from work that are not included on earnings statements. If this parent is a U.S. tax filer, include the this parent's portion of income reported on - IRS Form 1040, lines 7, 12, and 18 and Schedule K- 1 (Form 1065), Box 14 (Code A); A, line 7; - or 1040 EZ, line 1. Interest income Pension, annuity, or retirement benefits If lines 12 or 18 or Box 14 are negative, treat them as zero. Interest is money earned by deposited funds such as a savings account. 15

16 All taxes, mandatory withholdings, and set-asides paid or withheld. Include income taxes, state taxes, local taxes, levies, and mandatory retirement payments. Parent Other Forms If the student's parents filed Form 2555, Form 2555EZ, and/or Form 8959 with their U.S. tax return in 2017, enter the following amounts. Please note: these forms are uncommon. Form 2555, line 45, or Form 2555EZ, line 18: Foreign Income Exclusion Form 8959, line 18: Additional Medicare Tax Parent Income and Benefits Details Parent Earnings How much did Parent 1 earn from work in 2017? Enter the income this parent earned from work. Include wages, salaries, tips, and commissions. Include income reported on W-2 forms or other earning statements and any earnings from work that are not included on earnings statements. If this parent is a U.S. tax filer, include the this parent's portion of income reported on - IRS Form 1040, lines 7, 12, and 18 and Schedule K- 1 (Form 1065), Box 14 (Code A); A, line 7; - or 1040 EZ, line 1. How much did Parent 2 earn from work in 2017? If lines 12 or 18 or Box 14 are negative, treat them as zero. Enter the income this parent earned from work. Include wages, salaries, tips, and commissions. Include income reported on W-2 forms or other earning statements and any earnings from work that are not included on earnings statements. If this parent is a U.S. tax filer, include the this parent's portion of income reported on - IRS Form 1040, lines 7, 12, and 18 and Schedule K- 1 (Form 1065), Box 14 (Code A); A, line 7; - or 1040 EZ, line 1. If lines 12 or 18 or Box 14 are negative, treat them as zero. Parent Contributions Enter the amount the student's parents contributed in 2017 to the following: 16

17 Tax deferred pension and retirement savings plans Include withholdings from earnings (paycheck deductions) and direct payments. Include amounts reported on 2016 W-2 Forms in boxes 12a through 12d, codes D, E, F, G, H, and S. A flexible spending account (FSA) for medical expenses A flexible spending account (FSA) for dependent care expenses A health savings account (HSA) Parent Income and Benefits Enter the total amounts the student's parents received in 2017 for the following: Social Security benefits received for all family members, except any who will be enrolled in college in , that were not reported on a tax return. Income from other members of their household Housing, food, and other living allowances received as members of the military, clergy, or other profession Money given to the student's parents or paid on their behalf Include untaxed payments to 401(k) and 403(b) plans. Do not include amounts reported as codes AA, BB, CC, DD, or EE. FSA benefits may be provided by employers, allowing employees to set aside a limited amount of pre-tax money for certain medical expenses. FSA benefits may be provided by employers, allowing employees to set aside a limited amount of pre-tax money for dependent care expenses. HSA benefits may be provided by employers. Account holders and/or their employer may contribute to the account; pre-tax contributions should be reported here. Do not report the HSA deduction (IRS Form 1040, line 25) amount here; that amount is reported in the Parent 1040 section. Report money given to the student's parents, or paid on their behalf, for household expenses such as food, electricity, etc. by other people who live in their household. Do not include money provided by the student, the student's spouse or parents, or income reported elsewhere on this application. Include cash payments and cash value of benefits. Do not include the value of on-base military housing or the value of a basic military allowance for housing. Include bills paid on their behalf. Do not include any amounts included elsewhere on this application. 17

18 Other untaxed income Question Only include income that has not been reported elsewhere on this application. 18 Be sure to include - Workers' Compensation - Untaxed military service benefits not reported elsewhere on this application - Black Lung Benefits - Refugee Assistance - Untaxed portions of Railroad Retirement benefits - All other untaxed income and benefits Do not include: - Gifts and support, other than money, received from friends or relatives - Money from student financial aid - Educational Workforce Investment Act benefits - Veterans educational benefits - Combat pay Describe this untaxed income. Parent 2018 Income and Benefits Enter the amounts the student's parents received or expect to receive in 2018 for the following: Parent 1 income from work Include wages, salaries, tips, and commissions. Parent 2 income from work Include wages, salaries, tips, and commissions. Other taxable income Enter the total amount of other taxable income, including interest and dividend income the student's parents expect to report on their 2018 income tax return. Untaxed income and benefits Report the untaxed income you have or will receive in Be sure to include things such as: - Retirement contributions (IRA/Keogh accounts, 401k, 403b, 457, etc.) - Untaxed distributions from pensions or retirement accounts - Untaxed Social Security benefits for all family members except college students - Child support received - Contributions to a flexible spending accounts and medical savings accounts (FSA or HSA) - Housing allowance benefit for military, clergy, and others - Veteran s non-educational benefits - Workers Compensation - Any other form of untaxed income and benefits Do not include: - Gifts and support other than money, received from friends or relatives - Veteran s educational benefits - Combat pay

19 What are the source(s) of this untaxed income? Parent 2019 Income and Benefits Enter the amounts the student's parents received or expect to receive in 2019 for the following: Parent 1 income from work Include wages, salaries, tips, and commissions. Parent 2 income from work Include wages, salaries, tips, and commissions. Other taxable income Enter the total amount of other taxable income, including interest and dividend income the student's parents expect to report on their 2019 income tax return. Untaxed income and benefits Report the untaxed income you have or will receive in Be sure to include things such as: - Retirement contributions (IRA/Keogh accounts, 401k, 403b, 457, etc.) - Untaxed distributions from pensions or retirement accounts - Untaxed Social Security benefits for all family members except college students - Child support received - Contributions to a flexible spending accounts and medical savings accounts (FSA or HSA) - Housing allowance benefit for military, clergy, and others - Veteran s non-educational benefits - Workers Compensation - Any other form of untaxed income and benefits Do not include: - Gifts and support other than money, received from friends or relatives - Veteran s educational benefits - Combat pay What are the source(s) of this untaxed income? Parent Benefits Check any of the following that the student's parents received for themselves or their dependent family members in 2017 or Supplemental Nutrition Assistance Program (SNAP) or Food Stamps Monthly SNAP/food stamp benefit Free or reduced price lunch Women Infants and Children (WIC) Monthly WIC benefit Supplemental Security Income (SSI) Monthly SSI benefit Temporary Assistance to Needy Families (TANF) Monthly TANF benefit Medicaid CHILD SUPPORT 19

20 The questions in this section are about the child support this household pays to another household or receives from another parent. You should answer the questions about the parents in this household, including the student's stepparent, if there is one. Did the student's parent(s) pay or expect to pay child support in 2017 or 2018? Did the student's parent(s) receive child support in 2017? Child Support Paid Provide the following information about the child support the student's parent(s) paid/expect to pay. Total amount paid in 2017 Enter the annual (not monthly) amount of child support paid or expected to be paid. Amount paid for the student in 2017 Of the total annual amount of child support paid or expected to be paid, enter the amount for the student applicant. Was some or all of the support for the student court ordered? Total amount paid/expect to pay in 2018 Enter the annual (not monthly) amount of child support paid or expected to be paid. Amount paid for the student in 2018 Of the total annual amount of child support paid or expected to be paid, enter the amount for the student applicant. Was some or all of the support for the student court ordered? Court-Ordered Support Paid Of the child support paid for the student, how much was court-ordered? When will the court-ordered support end? Child Support Received Provide the following information about the child support the student's parent(s) received Total amount received in 2017 Enter the annual (not monthly) amount of child support received or expected to be received. Do not include foster care or adoption payments. Amount received for the student Of the total annual amount of child support received or expected to be received, enter the amount for the student applicant Was some or all of the support for the student court-ordered? Court-Ordered Support Received Of the child support received for the student, how much was court-ordered? When will the court-ordered support end? MILITARY Parent Military Income Provide the following information for

21 Commissioned officers only - Taxable combat pay or special combat pay the student s parents received This amount is usually a portion of the amount reported on Form W-2, Box 1. Do not enter untaxed combat pay reported in W-2, Box 12, Code Q. Total value of veterans' non-educational benefits the student s parents received or expect to receive Value of on-base military housing or the basic military allowance for housing the student s parents received This does not apply to commissioned warrant officers. Include disability, death pension, dependency & indemnity compensation (DIC), and VA Educational work-study allowances. Include cash payments and cash value of benefits. HOUSING INFORMATION Next, you will provide some details on where you and your family live. If your family owns your home, you will need mortgage information to complete this section. Parent Home Address (HHB only) Street address Street address (line 2) City State/Province ZIP/Postal Code Country Parent Housing Select the option that best describes your family's housing situation Own home Rent Live with others Housing provided by employer If you live with others, please explain the living situation (i.e. relationship, etc.) Value of the monthly housing benefit provided by employer Parent Housing Details Select "Live with others" if the student's family lives with family or friends and does not pay rent. Provide the following information about the student's parents home. Monthly housing payment Home owners: enter the monthly amount paid for principal and interest only. Do not include escrow payments, insurance premiums, association fees, or property taxes. Home purchase year Renters: enter the monthly rental payment. Do not include insurance premiums. If the student's parents own their home, but did not purchase it, enter the year they took possession of the home. 21

22 Home purchase price Current market value Question If the student's parents own their home, but did not purchase it, enter the market value when they took possession of the home. Enter the price that would be reasonable to expect if the home were sold today. Do not use assessed, insured, or tax value. Amount owed on home If the student's parents are not the sole owner(s) of the home, give only their portion of the value. Enter the current debt on the home, including the current payoff amount of the mortgage and outstanding related debts. Amount owed on the primary mortgage for this home Student Housing Select the option that best describes your family's housing situation Own home Rent Live with others Housing provided by employer If you live with others, please explain the living situation (i.e. relationship, etc.) Value of the monthly housing benefit provided by employer Student Housing Details Provide the following information about the student's home. Monthly housing payment Home purchase year Home purchase price Do not include interest due, escrow payments, insurance premiums, association fees, property taxes, personal loans, consumer loans, or any other debts. If the student's parents are not the sole owner(s) of the home, give only their share of the debt. Exclude secondary mortgages or outstanding credit line balances. Select "Live with others" if the student's family lives with family or friends and does not pay rent. If the student owns a home, but did not purchase it, enter the year the student took possession of the home. If the student owns a home, but did not purchase it, enter the market value when they took possession of the home. 22

23 Current market value Question Enter the price that would be reasonable to expect if the student's home were sold today. Do not use assessed, insured, or tax value. Amount owed on home If the student is not the sole owner of the home, give only the student (and spouse's) portion of the value. Enter the current debt on the home, including the current payoff amount of the mortgage and outstanding related debts on the home. Do not include interest due, escrow payments, or insurance premiums. Amount owed on the primary mortgage for this Exclude secondary mortgages or outstanding credit home line balances. PARENT ASSETS Parent Assets Do the student's parents have the following assets? Investments Investments do not include the parents' home, business, farm, real estate, or retirement plans. Own assets held in the names of their children Own valuables Others owe them money Parent Asset Details Current amount in cash, savings, checking, and deposit accounts Investments do include stocks & stock options, bonds, savings bonds, mutual funds, money market funds, certificates of deposit, 529 college savings or pre-paid tuition plans, other college savings plans, non-qualified (non-retirement) annuities, trust funds, commodities, commodities, precious & strategic metals, installment & land sale contracts (including seller-financed mortgages), and other valuables. An asset owned by a sibling, in his/her name, should not be reported on this application. For example, a checking account owned by the student's sibling. Select yes if there are parent assets that, although held in a dependent child's name, are owned by the parent such as funds in custodial accounts, UGMAs (Uniform Gifts to Minors Accounts), or other savings and investment accounts for the applicant's siblings. Valuables include jewelry, artwork, precious metals, and antiques. Enter the total value as of today. Do not enter average balances. 23

24 Current market value of investments Investments do not include the parents' home, business, farm, real estate, or retirement plans. If an asset is owned jointly with someone else, enter only the parent's portion of the value. Investments include stocks & stock options, bonds, savings bonds, mutual funds, money market funds, certificates of deposit, 529 college savings or prepaid tuition plans, other college savings plans, nonqualified (non-retirement) annuities, trust funds, commodities, commodities, precious & strategic metals, installment & land sale contracts (including seller-financed mortgages), and other valuables. Total value of parent assets held in the names of their children Amount of money owed to parents by others Of amount owed, amount expect to be repaid by others this year Current value of jewelry, art, precious metals, and other valuables Include funds in custodial accounts, UGMA (Uniform gifts to minors) accounts, or other savings and investment accounts for the student's siblings who are under the age of 19 and not enrolled in college. Funds held in 529 college savings or prepaid tuition accounts should not be included here, but should be included as one of the parents' investments. Report today's market value of these assets, not the purchase price. Itemize the assets and their value in the special circumstances section at the end of the application. Parent Other Real Estate Select the statements below that apply to either of the student's parents. Own real estate beyond the primary home, such as land or a vacation or second home Have a seasonal or vacation rental property Rent real estate to others Number of real estate properties Rent out a portion of their primary home Percentage of the home rented to others Parent Other Real Estate Details (Repeated based on number of properties owned) Address (street, city, and state) of this property Street address (line 2) City Country State/Province ZIP/Postal Code 24

25 Number of months per year this property is rented to others Year the property was purchased Purchase price of this property Current market value of this property Amount owed on this property Enter the year the property was acquired, even if it was not directly purchased. Enter the market value when the property was acquired, even if it was not directly purchased. If purchased with others, report only the student's parents' portion of the purchase price. The market value is the price the property could be sold for today. Do not use assessed, insured, or tax value. Report only the portion of the total value that is owned by the student's parents. Include the current payoff amount of the mortgage and related debts. 25 Do not include personal loans, consumer loans, interest due, escrow payments, insurance premiums, association fees, property taxes, or any other debts. Report only the portion of the total debt that is owed by the student's parents. Parent Business/Farm Select the statements below that apply to the student's parents Own or operate a business that is a primary income source Own or operate a business in addition to other work Own a farm or part of a farm Number of business owned or operated Number of farms owned Parent Business Details (Repeated based on number of businesses owned) Name of this business Address (street, city, and state) where this Indicate the physical address - this may be different business is located from the mailing address. Type of business Sole proprietorship Partnership Corporation Sole proprietorship - a business owned by a sole proprietor, with no partners or co-owners. Partnership - a business owned by multiple partners who share the profits and losses of the business. The business does not have other shareholders. Corporation - a business that is a legal entity separate from the individuals who own, manage, or operate it. A corporation may have shareholders who share in the profits and losses.

26 Primary product or service this business provides Name of parent who owns this business Percentage of parent ownership Do other family members have ownership in this business? Provide the names, relationships and percentage of ownership for any family members with ownership in this business. Date this business was started Does this business employ more than 100 fulltime employees? On which tax form is the income for this business reported? Form 1040, Schedule C Profit or Loss from Business Form 1040, Schedule E Supplemental Income or Loss Form 1065, U.S. Return of Partnership Form 1120, U.S. Corporation Income Tax Return Form 1120-S, U.S. Income Tax return for an S Corporation Other- Enter return type in additional information below Parent's portion of the current market value of this business Parent's portion of the current amount owed on this business Select "yes" if owners include any of the following: the student's siblings, step-siblings, aunts, uncles, cousins, and grandparents. If you select "yes," list their names, their relationship, and their percentage of ownership in the next question. If you need more space, use the Special Circumstances section at the end of the application. Enter the date the business was acquired if it was not started by the student's parents. If you do not know the exact date, enter the closest month and first day of that month. The market value is the price the business could be sold for today. Include all assets of the business (land, buildings, machinery, equipment, inventories, etc.). Report only the portion of the total value that is owned by the student's parents. Include only the current amount owed for the mortgage, and related debts for which the business was used as collateral. Do not include personal loans, consumer loans, or other debts. Report only the portion of the total debt that is owed by the student's parents. 26

27 Parent's portion of the gross receipts for this business in 2017 Parent's portion of the total expenses for this business in 2017 Do other family members receive a salary or wages from this business? Provide the names, relationships, and annual salary or wages for any family members employed by this business. Provide any additional information about this business, or explain any special circumstance related to this business. Parent Farm Details (Repeated based on number of farms owned) Name of this farm Address (street, city, and state) where this farm is located Primary purpose of this farm Parents live on this farm Number of acres the farm encompasses Current market value per acre Parent's portion of the current market value of the farm Enter the total gross receipts this business had in 2017, without subtracting any costs or expenses. This amount can be found on: IRS 1040 Schedule C-EZ, line 1; IRS 1040 Schedule C, line 1; IRS 1040 Schedule E, line 4; IRS 1065 line 1a (multiply by percentage of ownership); IRS 1120, line 1a; or IRS 1120-S, line 1a. Enter the total expenses this business had in This amount can be found on: IRS 1040 Schedule C-EZ, line 2; IRS 1040 Schedule C, line 28; IRS 1040 Schedule E, line 20; IRS 1065 line 21; IRS 1120, line 27; or IRS 1120-S, line 20. If you select yes, list their names, relationship, and yearly salary or wages. Only count family members who are supported by the student's parents, such as the student's siblings and step-siblings. Indicate the physical address - this may be different from the mailing address. Select "yes" if the student's principle place of residence is this farm, and the student's family actively and directly participates in the farm's operation. The market value is the price the farm could be sold for today. Include all assets of the farm (land, buildings, machinery, equipment, livestock, inventories, etc.). Do not include the primary home if it is part of the farm. Report only the portion of the total value that is owned by the student's parents. 27