APPLICATION FOR FINANCIAL ASSISTANCE / SCHOOL YEAR
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1 APPLICATION FOR FINANCIAL ASSISTANCE / SCHOOL YEAR MECHINA HIGH SCHOOL and the CENTER FOR THE ADVANCEMENT OF JEWISH EDUCATION
2 APPLICATION FOR FINANCIAL ASSISTANCE / SCHOOL YEAR MECHINA HIGH SCHOOL and the CENTER FOR THE ADVANCEMENT OF JEWISH EDUCATION For School Use Only: Application File Number # DOCUMENTS REQUIRED: This application will be processed by the school's Financial Assistance Committee. An anonymous copy (beginning with page 2) will be forwarded to CAJE for its review and approval. This application will not be considered unless all questions are answered. If any information is found to be false or misleading, this application will be rejected. In addition to this application, the following items must be furnished (as applicable): Individual Income Tax Return (IRS Form 1040) for each of the past two (2) years, including all schedules, W-2's (received from employers), 1099's (received from banks & brokerages, etc) and K-1's (received from small business corporations, trusts and investment partnerships); Signed IRS Form 4506 (attached) with social security numbers furnished; Corporate Income Tax Returns (IRS Forms 1120 or 1120-s) for each of the past two (2), years end of year bank and brokerage statement for all accounts for the past two (2) years; Florida Intangible Tax Returns for the past two (2) years; End of year bank & brokerage statements for all accounts for the past two (2) years; Any financial statements recently submitted to mortgage companies or banks. FAMILY INFORMATION: Parent(s) First and Last Names Address Tel # Work Home Mobile Beeper Social Security # (Father) Occupation(s) (Father) Names of Employers (Father) (Mother) (Mother) (Mother) Do you have a financial interest in the company? (Father) Yes No (Mother) Yes No CERTIFICATION and AUTHORIZATION for FINANCIAL DISCLOSURE: I (we) certify that all of the financial information submitted on this application form is accurate and that I (we) will inform the school of any change in status which may occur during the school year. I (we) hereby authorize MECHINA HIGH SCHOOL to make such credit inquiries as it deems necessary. I (we) hereby direct any and all employers, banks, credit card companies, and credit reporting agencies to release any and all financial information, records, reports and documentation to MECHINA HIGH SCHOOL without limitation, until this authorization is revoked in writing by the undersigned. Father Date Mother Date
3 CURRENT TUITION INFORMATION: STUDENTS ENROLLED IN OUR SCHOOL (NO NAMES) TUITION FEES GRADE LEVEL GRADE LEVEL GRADE LEVEL TOTAL AMOUNT OF FULL TUITION TOTAL AMOUNT THAT YOU FEEL YOU ARE ABLE TO PAY: CHILD # 1 CHILD # 2 CHILD # 3 OTHER CHILDREN, NOT ATTENDING OUR SCHOOL (NO NAMES) AGE NAME OF SCHOOL NEGOTIATED TUITION TOTAL AMOUNTS FOR OTHER EDUCATION: (ADD ADDITONAL PAGES FOR ADDITIONAL CHILDREN) ANCILLARY INCOME and EXPENSES: Are you a single parent?... Yes No If yes, how much alimony or child support are you receiving per year?... $ Are you supported by anyone?... Yes No If yes, how much outside support are you receiving per year?... $ Are you providing support to a parent or to a former spouse?... Yes No If yes, how much support are you paying each year?... $ Will your child(ren) attend summer camp?... Yes No How much are you paying each year?... $ Do you hold season tickets to theater or sporting events?... Yes No If yes, how much do you pay each year?... $ Do you have a maid, housekeeper, or live-in help... Yes No How long and for what purpose did you last leave South Florida? Please disclose any special medical expenses or liabilities: Please disclose any other unusual financial circumstances: (Attach separate schedules if you require additional room to respond to any of the above questions.) SCHOLARSHIP forms05-06doc Page 2
4 CATEGORY AMOUNT ASSETS Cash on Hand... $ Cash in Banks & Brokerage Accounts (provide bank name and account #)... $ Stock / Bonds / Mutual Funds / Notes (provide name and account #)... $ Pension & I.R.A. Accounts (provide bank name and account #)... $ Real Estate: Personal Residence... $ Vacation Residence... $ Other Properties... $ Automobile # 1: Make / Model......Year... $ Automobile # 2: Make / Model......Year... $ Automobile # 3: Make / Model......Year... $ Personal Property: Home Contents... $ Jewelry... $ Cash value of life insurance policies... $ Other Assets... $ TOTAL ASSETS:... $ LIABILITIES In addition to total liability, please provide: Name of Lender, Account #, Balance & Minimum Payment Mortgage Loans $ Home Equity Loans $ Auto Loans $ Installment Loans $ Credit Card Balances $ Unpaid Judgments or Liens (provide information)... $ TOTAL LIABILITIES:... $ NET WORTH (Assets Less Liabilities):... $ (Attach separate schedules if you require additional room to respond to any of the above questions.) SCHOLARSHIP forms05-06doc Page 3
5 ANNUAL FAMILY INCOME WAGES/SALARY - FATHER WAGES/SALARY-MOTHER SELF EMPLOYMENT INCOME: INTEREST AND DIVIDEND INCOME: DISABILITY BENEFITS: PENSION BENEFITS: NET RENTAL INCOME: ALIMONY RECEIVED CHILD SUPPORT RECEIVED INCOME FROM INSURANCE BENEFITS OTHER MISC. INCOME: TOTAL INCOME: MONTHLY FAMILY EXPENSES RENT PAYMENT MORTGAGE PAYMENTS (PRINCIPAL, INTEREST, TAXES AND INSURANCE) REAL ESTATE TAXES (IF PAID SEPARATELY AND NOT INCLUDED IN MORTGAGE PAYMENT) ALIMONY PAID OUT CHILD SUPPORT PAID OUT AUTO PAYMENT - LOAN OR LEASE PAYMENT Car 1: Car 2: CREDIT CARD or INSTALLMENT LOAN PAYMENTS AUTO EXPENSES (GAS, INSURANCE & REPAIRS) UTILITIES TELEPHONE HOME REPAIRS & MAINTENANCE FOOD & SUPPLIES INSURANCE - HEALTH INSURANCE AUTO INSURANCE - LIFE & DISABILITY CLOTHING MAID, HOUSEKEEPER OR NANNY MEDICAL & DENTAL SYNAGOGUE DUES J.C.C./HEALTH CLUB MEMBERSHIPS DONATIONS POOL CARE MONTHLY EXPENSES (SUB-TOTAL): SCHOLARSHIP forms05-06doc Page 4
6 MONTHLY FAMILY EXPENSES (continued) MONTHLY EXPENSES (SUB-TOTAL FROM PREVIOUS PAGE): ENTERTAINMENT & VACATIONS GROOMING, MANICURE & COSMETICS CABLE TELEVISION PET EXPENSES TOTAL MONTHLY EXPENSES: SCHOLARSHIP forms05-06doc Page 5
7 For Committee Use Only: Note: The Committee must fill out this box before submitting to CAJE Tuition set at $ annually Greater Allowance Granted because: Committee Members Making Decision: Signature Date Signature Date SCHOLARSHIP forms05-06doc Page 6
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