CSS/Financial Aid PROFILE Early Application Instructions.

CSS/Financial Aid PROFILE 2013-14 Early Application Instructions www.collegeboard.org

INSTRUCTIONS Read the instructions as you fill out the PROFILE Early Application. Mistakes will delay the processing of the form. Some instructions appear on the form itself. Before filling out the form, lay it alongside the instructions so that you can check for additional instructions as you go along. The instructions for this form will answer most questions. If more help is needed, the student s high school counselor or college financial aid administrator may be of assistance. On this form, the word school means a college, university, graduate or professional school, vocational or technical school, or any other school beyond high school. Student financial aid means money from educational loans, grants and scholarships. It also means earnings received based on the financial aid administrator s determination of financial need. Special instruction for international students: If you are applying to one or more schools located in the United States, convert all income, asset and expense amounts into their U.S. dollar equivalents based on the local exchange rate on the day that the PROFILE Early Application is completed. Give the actual rate of exchange used in Section Q. You can find the daily exchange rate at www.federalreserve.gov/releases/h10/update. Records That Will Be Needed Get together these records for the student and the student s family: 2011 U.S. income tax return 2012 U.S. income tax return, if completed W-2 forms and other records of money earned in 2012 Records of 2012 untaxed income Current bank statements and mortgage information Records of stocks, bonds, trusts and other investments Note: Some schools and programs may ask the student to send them a copy of the student s and/or the parents income tax return. If so, send it directly to the school or program. If the income tax information is not provided, aid may not be received. If a tax return has not been completed yet. If you, your spouse and/or your parents haven t completed a 2012 U.S. income tax return but will be filing one, estimate 2012 income and benefits using income and tax records from 2011 in addition to salary records from 2012. If you need to correct PROFILE information after filing the tax return, do so directly with your schools and scholarship programs. If a tax return won t be filed. Even if you and your spouse and/or parents will not file an income tax return for 2012, it will be necessary to know earnings for the year. Also, you will need records showing the amount of income reported on the PROFILE. How to Avoid Errors When Filling Out the PROFILE Complete the PROFILE neatly and accurately. Errors can delay the processing of your PROFILE. Print clearly and neatly. Typing is acceptable. Write only in the response boxes or answer spaces. Don t use symbols such as >, <, ~ or N/A. Don t change, delete or add to any questions; and don t cross out any section. Follow all instructions exactly. If your answer is zero, write 0. Round all figures to the nearest dollar. Don t use cents. For 50 cents or more, round up; for 49 cents or less, round down. Don t enter a range of numbers. Section A Student s Information Write in this section information about yourself, the student who is applying for aid. 2. If your permanent mailing address is outside the United States or Puerto Rico, write in the postal code and country to which mail should be sent. If you live in Canada, write the province as well as the country. 7. Check the box indicating your year in school from July 1, 2013, through June 30, 2014. If you are currently a senior in high school or will be a first-time entering freshman, check first year (never previously attended college). 9. Check Yes if both your parents are deceased and you don t have an adoptive parent or legal guardian. Also check Yes if you are currently a ward of the court or were a ward of the court until age 18. 10. Check Yes if you have any children who get more than half of their support from you. Also check Yes if other people (not your spouse) live with you and get more than half of their support from you and will continue to get that support during the 2013-14 school year. 11. Include yourself, the student and your spouse. Include children if they will get more than half their support from you from July 1, 2013, through June 30, 2014. Include other people only if they now live with you, and now get more than half of their support from you, and will continue to get this support between July 1, 2013, and June 30, 2014. (Support includes money, gifts, loans, housing, food, clothes, car, medical and dental care, payment of college costs, etc.) 12. Always include yourself, the student. Include your spouse and other family members only if they plan to enroll at least half-time in 2013-14 in a program that leads to a degree or certificate. 13. Write in the two-letter abbreviation for your current state of legal residence (permanent home). If that legal residence is outside the United States, leave this question blank. 14a. If you are a U.S. citizen (or U.S. national), check the first box and go to question 15. Check the second box if you are one of the following: U.S. permanent resident, and have a Permanent Resident Card (I-551) Conditional permanent resident (I-551C) Other eligible noncitizen with an Arrival-Departure Record (I-94) from the Department of Homeland Security showing any one of the following designations: Refugee, Asylum Granted, Parole (I-94 confirms paroled for a minimum of one year and status has not expired), Victim of human trafficking, T-Visa holder (T-1, T-2, T-3, etc.) or Cuban-Haitian Entrant Then go to question 15. If you cannot check box 1 or 2, you must check box 3, and complete 14b and 14c. 2

Section B Student s 2012 Income and Benefits In the instructions that follow, you refers to you, the student, and your spouse if you are married. If married, include both your and your spouse s information in this section. The tax line references below are for 2011. Please use your 2011 return and 2012 records to estimate your income and benefits for 2012. 16. Check only one box to indicate which IRS form you filed or will file for 2012. If you filed or will file a 1040, but were/are eligible, based on financial circumstances, to file a 1040EZ or a 1040A, check box 3. In general, a person is eligible to file a 1040A or 1040EZ if the person makes less than $100,000, does not itemize deductions, does not receive income from his or her own business or farm, and does not receive alimony. A person is not eligible if he or she is self-employed or is required to file Schedule D for capital gains. If you filed or will file a 1040 only to claim Hope or Lifetime Learning tax credits, and you would have been otherwise eligible to file a 1040A or 1040EZ, check box 3. If you are currently divorced, separated or widowed but filed or will file a joint tax return for 2012, give only the student s portion of the exemptions, income, taxes paid and itemized deductions in questions 17 through 25. If you are currently married and your spouse filed or will file a separate tax return for 2012, be sure to include both the student s and spouse s exemptions, income and taxes paid in questions 17 through 25. 17. If you used or will use the 1040EZ and checked either you or spouse on line 5, use the 1040EZ worksheet line F to estimate the number of exemptions. If you didn't check either box, enter 01 if single or 02 if married. 18. Adjusted gross income (AGI) is the taxable income, before exemptions and deductions, reported on your federal tax return. Use your 2011 IRS Form 1040, line 37 or Form 1040A, line 21 or Form 1040EZ, line 4 and 2012 pay stubs to estimate. 19a. Estimate the U.S. income tax you will pay using 2011 IRS Form 1040, line 55 or Form 1040A, line 35 or Form 1040EZ, line 11. Don't include any FICA, selfemployment or other taxes from Form 1040. Don t use the amount of federal income tax withheld from a W-2 Form. 19b. If you are enrolled at least half-time in the first two years of undergraduate study, you may be eligible to claim a Hope tax credit of up to $2,500 based on the amount of qualified tuition and fee expenses you paid or will pay during 2012. Students who do not qualify for the Hope credit may qualify for a Lifetime Learning tax credit of up to $2,500 based on the amount of qualified tuition and fee expenses paid during 2012. There are restrictions about who is eligible for each tax credit. For more information, check with the Internal Revenue Service (IRS) or your tax adviser. 20. If you won't itemize deductions, or if you file Form 1040A or 1040EZ, write in 0. 21 22. Answer these questions whether or not you filed or will file a 2012 tax return. Use your 2012 W-2 forms; 2011 IRS Form 1040, lines 7, 12 and 18 or 1040A, line 7 or 1040EZ, line 1; or 2012 pay stubs and other income documentation to estimate this amount. 23. Use 2011 IRS Form 1040 or 1040A, lines 8a and 9a or 1040EZ, line 2; 2012 Form(s) 1099, 1099-DIV and 1099-INT if you have received them; and your 2012 investment documentation to estimate your dividend and interest income for 2012. Don t include wages. If all or part of your interest income is from the proceeds of sale of Series EE savings bonds, indicate the amount of such interest income in Section Q. 25a. Write in the amount of untaxed social security benefits (including Supplemental Security Income) that you received or expect to receive in 2012. Don t include any benefits reported in question 18. Don t give monthly amounts. Don t include amounts your parents received for you. 25b. Write in the total amount of Temporary Assistance for Needy Families (TANF) you received or expect to receive for 2012; don t write in monthly amounts. Don t include food stamps or subsidized housing. 25c. Write in the total child support you received or expect to receive for 2012; don t write in monthly amounts. Don't include amounts you paid. Don t include foster care or adoption payments. 25d. Estimate your 2012 Earned Income Credit using 2011 IRS Form 1040, line 64a or Form 1040A, line 41a or Form 1040EZ, line 9a. If you will not file a tax form, write in 0. 25e. Fill out the worksheet below and enter the total in question 25e. Deductible IRA and/or SEP, SIMPLE, or Keogh payments 2011 Form 1040, total of lines 28 and 32 or 1040A, line 17 Tax-exempt interest income 2011 Form 1040, line 8b or 1040A, line 8b Payments to tax-deferred pension and savings plans (paid directly or withheld from earnings), including but not limited to, amounts reported in Boxes 12a through 12d, codes D, E, F, G, H and S on the W-2 Form. Include untaxed payments to 401(k) and 403(b) plans. Additional child tax credit 2011 IRS Form 1040, line 65 or 1040A, line 42 Workers Compensation Veterans noneducational benefits such as Death Pension, Disability, etc. Housing, food and other living allowances paid to members of the military, clergy and others (including cash payments and cash value of benefits) Cash received or any money paid on the student s behalf, not reported elsewhere on this form VA educational work-study allowances Any other untaxed income and benefits Total (Enter in question 25e.) Amounts Don t include in the worksheet above: any income reported elsewhere on the PROFILE, money from student financial aid, rollover pensions and rollover IRA distributions, Workforce Investments Act educational benefits, or gifts and support, other than money, received from friends or relatives. 26. Write in the total of your 2012: earnings from Federal Work-Study or other need-based work programs, grant, fellowship, scholarship and assistantship aid that was included in question 18 as adjusted gross income, and AmeriCorps benefits, including awards, living allowances and interest accrual payments. The total from question 26 will be subtracted from your total income in calculating your eligibility for financial aid. 3

Section C Student s Assets Enter information about your (and if you are married, your spouse s) assets in questions 27 through 33. If you are divorced or separated and have jointly owned assets, give only your portion of the assets and debts. If you (and your spouse, if married) have assets owned jointly with someone else, give only your (and your spouse s) portion of the assets and debts. Don t include trust accounts in this section. Include them in Section D. With the possible exception of questions 30b-c and 33, don t leave any of these questions blank. If a question doesn t apply, write in 0. In questions 27 33, don t include: student financial aid, personal or consumer loans or any debts that are not related to the assets listed, or information about your parents assets. 29. On the worksheet below, write in how much your (and your spouse s) investments are worth today. The total is the answer to question 29. (If you are required to provide parent data, assets that are held in Section 529 prepaid tuition or college savings plans or Coverdell savings accounts should be listed as parent assets in Section I. If parent data are not required, report these assets in question 29.) Then, write in how much you (and your spouse) owe on the investments. Uniform Gifts to Minors (or similar accounts) Stocks, stock options (if less than $0, enter $0), bonds, savings bonds and mutual funds Money market funds Certificates of deposit Nonqualified (nonretirement) annuities Commodities Precious and strategic metals Installment and land sale contracts (including seller-financed mortgages) All other investments Total (Enter in question 29.) Worth $ $ 30a. If you (and your spouse) own a business or farm, write in the value today. Include the value of land, buildings, machinery, equipment, livestock, inventories, etc. Don t include the home if it is part of the business or farm. Then write in what you owe on the business or farm. Include only the present mortgage and related debts for which the business or farm was used as collateral. If you (and your spouse) are not the sole owners of the business or farm, write in only your (and your spouse s) share of the total value and debt. 30b. Leave this question blank if you (and your spouse) do not own a business. 30c. Check Yes if the farm is your principal place of resi dence and you will claim on 2012 IRS Schedule F, line E that you materially participated in the farm s operation. Leave blank if you do not own a farm. Section D Student s Trust Information 34a. Write in the total value of all of your (and your spouse s) trust accounts, regardless of whether any of the income or principal is currently available. Don t include funds held in Section 529 prepaid tuition plans, such as the Michigan Education Trust. 34b. Check Yes if you can withdraw interest or part of the principal from the trust. Leave blank if you entered 0 in 34a. 34c. Leave this question blank if you entered 0 in 34a. Section E Student s 2012 Expenses 35. Write in the amount of child support you (and your spouse) paid or expect to pay to a former spouse for dependent children living outside your home. Don t include child support you received for support of dependent children living in your home. 36. You may leave this question blank if expenses are less than 3 percent of total 2012 income, or if your parents paid your medical and dental expenses in 2012. Write in the amount of money you (and your spouse) paid or expect to pay in 2012 for medical and dental expenses, including insurance premiums. Don t include amounts covered by insurance or health insurance deductions for the self-employed from 2011 IRS Form 1040, line 29. If you itemize deductions on the U.S. income tax return, this amount is reported on 2011 Schedule A, line 1. Section F Student s Expected Summer/School- Year Resources for 2013-14 37a. Check Yes if you were released from active military service under a condition other than dishonorable, if you are not a veteran now, but will be one by June 30, 2013, or you are currently serving on active duty in the U.S. Armed Forces for purposes other than training. 38a d. Write in the information for the three-month summer of 2013 and the nine-month school year of 2013-14. Don t include any earnings from Federal Work-Study. 38d. Include the same kinds of income and benefits that you reported in question 25a-e. 38e. Exclude any student financial aid that you expect to receive from the colleges and universities to which you are applying. 38f. If you cannot use tuition benefits at all schools, explain limitations in Section Q. 38g. Give the best estimate of the amount of money that your parents plan to pay toward your 2013-14 college expenses. College expenses include tuition and fees, books and supplies, room and board, transportation, and personal expenses. Don t include contributions from your noncustodial parent or amounts your parents plan to borrow. 31. If you (and your spouse) own a home, write in how much the home is worth. Use the price you could reasonably expect to receive for the home if it were sold today. Don t use assessed, insured or tax value. A home includes a house, mobile home, condominium, etc. Renters write in 0. Then, write in how much you owe on the home, including the present mortgage and related debts on the home. Don t include interest due. Check with the mortgage company if you re not sure of the amount. 32. If you (and your spouse) own other real estate (including rental property, land, second or summer homes), write in how much these investments are worth today. Don t include business or farm assets. Then, write in how much you owe on other real estate. 33. Leave this question blank if you (and your spouse) do not own a home. 4

Important Read Carefully Before completing Sections G L as well as N and O, complete the following worksheet. If you answer Yes to any question, skip Sections G L as well as N and O and go to Section M. If you answer No to all questions, complete all of the remaining sections of the PROFILE Early Application. Some colleges may ask you to complete Sections G L as well as N and O even if you answered Yes to one or more questions on the worksheet below. If you are a health profession student applying for Federal Title VII financial aid, you must complete Sections G L as well as N and O. Yes No 1. Were you born before Jan. 1, 1990? 2. Are you a veteran of the U.S. Armed Forces? 3. Will you be enrolled in a graduate or professional program in 2013-14? 4. Are you married? 5. Are you an orphan or a ward of the court, or were you a ward of the court until age 18? 6. Do you have legal dependents (other than a spouse)? Section G Parents Household Information This section is to be filled out by the student s parents. Read the descriptions below. Choose the one that is true and follow the instructions. Your biological or adoptive parents are both living and married to each other. Answer the questions on the rest of the form about them. Your biological or adoptive parents are divorced or separated. Answer the questions on the rest of the form about the parent you lived with more during the past 12 months. If you did not live with one parent more than the other in the past 12 months, give answers about the parent who provided the most financial support during that time, or during the most recent calendar year that you actually were supported by a parent. (Support includes money, gifts, loans, housing, food, clothes, car, medical and dental care, payment of college costs, etc.) See information about stepparents below. Your biological or adoptive parent is widowed or single. Answer the questions on the rest of the form about your widowed or single parent. If you have a stepparent: If the parent counted above has married or remarried as of today, you must also include information about your stepparent. If you are giving information about a stepparent, note that whenever the word parents is used on the rest of the form, it also means your stepparent. You have a legal guardian. Answer the questions on the rest of the form about your legal guardian. (A legal guardian is a person who is appointed by a court to be your legal guardian in a legal relationship that will continue after June 30, 2014, and who is directed by a court to support you with his or her own financial resources.) 39. Always include your parents and yourself, even if you don t live with your parents. Include other children if they will get more than half their support from your parents from July 1, 2013, through June 30, 2014. Include other people only if they now live with your parents, and now get more than half their support from your parents, and will continue to get this support between July 1, 2013, and June 30, 2014. (Support includes money, gifts, loans, housing, food, clothes, car, medical and dental care, payment of college costs, etc.) 40. Always count yourself as a college student. Do not include your parents. Include other family members as college students only if they are planning to enroll at least half-time in 2013-14 in a program that leads to a degree or certificate. 41a. Check the box indicating the current marital status of the parents who give information on this form. For example, if your mother and stepfather give information, check the box that says remarried, because your mother has remarried. 42. Write in the two-letter abbreviation for your parents current state of legal residence. (If that legal residence is outside the United States, leave this question blank.) Your parents legal residence is their fixed and permanent home. If your parents are separated or divorced, use the state of legal residence for the parent whose information is reported on this form. Section H Parents Expenses 44. Write in the amount of child support that your parents paid or expect to pay to a former spouse in 2012 and expect to pay in 2013 for dependent children living outside your parents home. Don t include child support received by your parents for support of dependent children living in your parents home. 45. Write in the total amount of educational loan repayments that your parents made or expect to make in 2012 and expect to make in 2013. Include loans obtained by your parents for their own education or for your or your siblings education. Don t include loans that you or your siblings obtained for your own education and that your parents have agreed to repay. 46. You may leave this question blank if your parents' expenses are less than 3 percent of total 2012 income (taxed and untaxed reported in Section K). Write in the amount of money your parents paid or expect to pay in 2012 and expect to pay in 2013 for medical and dental expenses, including insurance premiums. Don t include amounts covered by insurance or health insurance deductions for the self-employed from 2011 IRS Form 1040, line 29. If your parents itemize deductions on their U.S. income tax return, this amount is reported on 2011 Schedule A, line 1. 47a. Write in the amount of money that your parents paid or expect to pay in 2012 and expect to pay in 2013 for elementary, junior high and high school tuition for family members who were included in question 39. (Tuition doesn t include room, board, books, transportation, etc.) Don t include tuition paid by scholarships. Also, don t include any tuition paid for the student named on this form or any tuition paid for preschool or college. 47b. Write in the number of dependent children for whom the amount listed in question 47a was paid in 2012 and will be paid in 2013. Don t include the student named on this form or any person who was not included in question 39. 5

Section I Parents Assets Give information about parents assets in questions 48 54. Don t leave any of these questions blank unless instructed otherwise. If a question doesn t apply to your parents, write in 0. If you are giving information for only one parent and that parent has jointly owned assets, give only that parent s portion of the assets and debts. If your parents have assets jointly owned with someone else, give only your parents portion of the assets and debts. Be sure to include information about assets held in trust for your parents. In questions 48 54, don t include: personal or consumer loans or any debts that are not related to the assets listed, the value of retirement plans (pension funds, annuities, IRAs, Keogh plans, etc.), or student financial aid. 48. Enter the total balance of your parents cash, savings and checking accounts, as of today. 49. Include funds in custodial accounts or other savings and investment accounts held in the names of your brothers and sisters who are under age 19 and not enrolled in college. Do not include funds held in Section 529 college savings or prepaid tuition plans. Include these in question 51 (see instructions below). 50. If your parents own a home, write in how much the home is worth. Use the price they could reasonably expect to receive for their home if it were sold today. Don t use assessed, insured or tax value. A home includes a house, mobile home, condominium, etc. Renters write 0 in 50a, and write in the amount paid each month for rent in 50d. Then write in how much your parents owe on the home, including the current mortgage and related debts on the home. Don t include interest due. Check with the mortgage company if you re not sure of the amount. Next, write in the year your parents purchased the home and the purchase price. Finally, write in the amount paid each month for home mortgage, excluding property tax. 51. If your parents have investments, write on the following worksheet how much their investments are worth today. The total is the answer to question 51. Don t include savings given in question 48 or assets reported in question 49. Include funds held in Section 529 college savings or prepaid tuition plans or Coverdell savings accounts established for you and your brothers and sisters. These should not be reported as a student asset in Sections C or D. If assets held in Coverdell savings accounts are included, note this and the amount in the student s account in Section Q. Then, write in how much your parents owe on their investments. 52a. If your parents own a business, write in the value today. Include the value of land, buildings, machinery, equipment, inventories, etc. Then write in what your parents owe on the business. Include only the present mortgage and related debts for which the business was used as collateral. If your parents are not the sole owners, write in only your parents share of the total value and debt. 52b. Leave this question blank if your parents do not own a business. 53a. If your parents own a farm, write in the value today. Include the value of land, buildings, machinery, equipment, livestock, inventories, etc. Don t include the home if it is part of the farm. Then write in what your parents owe on the farm. Include only the present mortgage and related debts for which the farm was used as collateral. If your parents are not the sole owners, write in only your parents share of the total value and debt. 53b. Check Yes if the farm is your parents principal place of residence and your parents will claim on their 2012 Schedule F, line E, that they materially participated in the farm s operation. Leave blank if your parents do not own a farm. 54. If your parents own other real estate (including rental property, land, second or summer homes), write in how much these assets are worth today. Then write in how much your parents owe on this real estate, the year purchased and the purchase price. If they own more than one property, write in Section Q the year each was purchased and its purchase price. Section J Parents 2011 Income and Benefits 55 58. All questions in this section refer to your parents 2011 income and benefits. For questions 55 57, use figures from a completed 2011 U.S. income tax return if one was filed. Trust funds Stocks, stock options (if less than $0 report $0), bonds, savings bonds and mutual funds Money market funds Certificates of deposit Coverdell savings accounts Section 529 college savings or prepaid tuition plans Commodities Nonqualified (nonretirement) annuities Precious and strategic metals Installment and land sale contracts (including mortgages held) All other investments Total (Enter in question 51.) Worth 6

Section K Parents 2012 Income and Benefits All questions in this section refer to your parents 2012 income and benefits. The tax line references below are for 2011. Your parent(s) should use their 2011 return and 2012 records to estimate their income and benefits for 2012. 59. Check only one box to indicate which IRS form was filed or will be filed for 2012. If your parents filed or will file a 1040 but were/are eligible, based on their financial circumstances, to file a 1040A or a 1040EZ, check box 3. In general, a person is eligible to file a 1040A or 1040EZ if the person makes less than $100,000, does not itemize deductions, does not receive income from his or her own business or farm, and does not receive alimony. A person is not eligible if he or she is self-employed or is required to file Schedule D for capital gains. If your parents filed or will file a 1040 only to claim Hope or Lifetime Learning tax credits and they would have been eligible to file a 1040A or 1040EZ, check box 3. If you are giving information for only one parent and that parent filed or will file a joint tax return for 2012, give only that parent s portion of the exemptions, income and taxes asked for in questions 60 through 67. If your parents are married and they filed or will file separate tax returns for 2012, be sure to include both parents exemptions, income and taxes paid in questions 60 through 67. 60. If your parents used or will use the 1040EZ and checked either "you" or "spouse" on Form 1040EZ, line 5, use the 1040EZ worksheet line F to estimate the number of exemptions. If your parents checked No, enter 01 if your parent is single or 02 if your parents are married. 61. Adjusted gross income (AGI) is the taxable income, before exemptions and deductions, reported on your parents federal tax return. Use their 2011 IRS Form 1040, line 37 or Form 1040A, line 21 or Form 1040EZ, line 4, and 2012 pay stubs to estimate. 61a f. The total of questions 61a e minus f equals the answer to question 61 (adjusted gross income) above. 61f. Estimate their 2012 adjustments to income using 2011 IRS Form 1040, line 36 or 1040A, line 20. (Don t write in your parents adjusted gross income.) 62a. Estimate the 2012 U.S. income tax they will pay using 2011 IRS Form 1040, line 55 or Form 1040A, line 35 or Form 1040EZ, line 10. Don't include any FICA, self-employment or other taxes from Form 1040. Don t use the amount of federal income tax withheld from a W-2 Form. 62b. A family may be eligible to claim a Hope tax credit of up to $2,500 for each eligible family member enrolled at least half-time in the first two years of undergraduate study, provided that the student is claimed as a dependent by the taxpayer claiming the credit. The amount of the credit is based on the qualified tuition and fee expenses paid by the taxpayer. A family may also claim a Lifetime Learning tax credit of up to $2,500 per year for all eligible family members. A family may not claim both a Hope and a Lifetime Learning tax credit for the same student. There are restrictions about who is eligible for each tax credit. For more information, check with the Internal Revenue Service (IRS) or your tax adviser. 63. If your parents won't itemize deductions or if they file Form 1040A or 1040EZ, write in 0. 64 65. These questions ask for information about how much your parents earned from working. Answer these questions whether or not your parents filed or will file a tax return. Use their 2012 W-2 forms; 2011 IRS Form 1040, lines 7, 12 and 18 or 1040A, line 7 or 1040EZ, line 1; or 2012 pay stubs and other income documentation to estimate this amount. 67a. Write in the amount of untaxed social security benefits (including Supplemental Security Income) that your parents received or expect to receive in 2012 for all family members except you, the student. Don t include any benefits reported in question 61. Don t give monthly amounts. Be sure to include the amounts that your parents received for your siblings. 67b. Write in the total amount of Temporary Assistance for Needy Families (TANF) your parents received or expect to receive for 2012; don t report monthly amounts. Don t include food stamps or subsidized housing. 67c. Write in the total child support your parents received or expect to receive for 2012; don t report monthly amounts. Don't include amounts they paid. Don t include foster care or adoption payments. 67d. Use 2011 IRS Form 1040, total of lines 28 and 32 or Form 1040A, line 17 and investment income documentation for 2012 to estimate your 2012 payments to deductible IRA and/or SEP, SIMPLE or Keogh plans. Don t include contributions to Roth IRAs or Coverdell savings accounts. 67e. Write in payments to tax-deferred pension and savings plans (paid directly or withheld from earnings), including but not limited to, amounts reported on W-2 forms, in Box 12a through 12d, codes D, E, F, G, H and S. Include untaxed payments to 401(k) and 403(b) plans. 67f. Use the tuition and fees deduction found on 2011 IRS Form 1040, line 34 or 1040A, line 19 to estimate your parents deduction for 2012. 67g. Write in amounts withheld from wages for dependent care and medical spending accounts. These amounts are usually reported on W-2 forms. 67i. Write in the amount of income and benefits received for housing, food and other living allowances paid to members of the military, clergy and others (including cash payments and cash value of benefits). 67l. Fill out the worksheet below and enter the total in question 67l. Amount Untaxed portions of IRA distributions from IRS forms (excluding rollovers ) Untaxed portions of pensions from IRS forms (excluding rollovers ) Additional child tax credit 2011 IRS Form 1040, line 65 or 1040A, line 39 Veterans noneducational benefits such as Disability, Death Pension, Dependency and Indemnity Compensation Workers Compensation Cash received or any money paid on your behalf (don t include child support) Black Lung benefits, Refugee Assistance Credit for federal tax on special fuels Untaxed portions of Railroad Retirement benefits Any other untaxed income and benefits Total (enter in question 67l) Don t include: any income reported elsewhere on the PROFILE, money from student financial aid, Workforce Investments Act educational benefits, gifts and support, other than money, received from friends or relatives, or veterans' educational benefits (GI Bill, Dependents Educational Assistance Program, VA Vocational Rehabilitation Program, VEAP Benefits, etc.). 7

Section L Parents 2013 Expected Income and Benefits In this section, report the amount of income and benefits your parents expect to receive during 2013. Explain in Section Q any increases or decreases of 10 percent or more. 68 69. Include wages, salaries and tips. 70. Estimate the total amount of other taxable income that your parents will report on their 2013 IRS Form 1040, 1040A or 1040EZ. Include interest and dividend income and any other taxable income. Don t include any income reported in questions 68 and 69. 71. These are the same types of income and benefits that were asked for in question 67a l. Section M Family Member Listing 72. Be sure to complete all parts of this question, giving the information asked for in each column but leaving the shaded areas blank. Print clearly; be sure all entries are legible. Include information about family members reported in question 11 or 39. If there are more than eight family members, list first those who will be in school or college at least half-time. List the others in Section Q. If information is reported in both 11 and 39, give information first about the members of the parents household, followed by information about members of the student s household. Be sure to include the age and relationship code for each family member. In the 2012-13 school year section, write in the name of each school for each family member attending school, including a private preschool, a public or private elementary or secondary school, or a college or graduate school. Follow the instructions for 38g when completing the 2012-13 Parents Contribution column. In the 2013-14 College or University column, write in the name of the college or graduate school each family member will attend, as well as the type of school, using the code numbers from the following table: Section N Parents Information This section is to be filled out by the parent(s) completing this form. For example, if the parent with whom you live has remarried, give information for the stepparent as well as the parent. Section O Information About Noncustodial Parent This section collects information about your noncustodial parent. It is to be filled out by the parent who is completing this form if your biological or adoptive parents are divorced or separated or were never married to each other, even if one or both have remarried. If information about the noncustodial parent is unavailable, explain why in Section Q. Section P Student s Financial Aid Status 76. If you are a high school senior or have never attended college before, check box 1. If you are planning to transfer to another institution, check box 1. Section Q Explanations/Special Circumstances Use this space to explain any unusual expenses. Also, explain special circumstances that may affect your or your family s ability to pay college expenses, such as loss of employment, serious illness or natural disaster. Certification. Everyone providing information on the form must sign it. Everyone signing the form is certifying that all the information on the form is correct. Make a copy of the completed application for your own records. Keep these instructions. You may need them later. 1 = two-year public college 2 = two-year private college 3 = four-year public college/university 4 = four-year private college/university 5 = graduate/professional school 6 = proprietary school 2012 The College Board. College Board, CSS/Financial Aid PROFILE and the acorn logo are registered trademarks of the College Board. Visit the College Board on the Web: www.collegeboard.org. 12b-5810 8 2013INST