2019-20 css profile comprehensive question and …...personalized application; it is critical that...

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Copyright © 2018 by The College Board. All rights reserved. IC_AL_081518

2019-20 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 Help Text 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. Email address An email 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 email address. Be sure the student's email address can receive email from the College Board by adding our domain name, collegeboard.org, to the list of enabled mail senders.

Phone number (##########) Enter the student's telephone number as digits only. Do not use hyphens, dashes, parenthesis, or a plus sign.

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

Select the student's marital status, not that of the parents.

Student's CBFinAid ID If you have the student’s CBFinAId ID from last year or received one in an email, enter it here. It will help us match this application to other data for this student.

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Question Help Text Student’s Citizenship Country where the student lives 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.

Citizenship status • U.S. citizen • U.S. eligible noncitizen • Other • Canadian citizen

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. If the student has dual citizenship, select U.S. citizen.

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.

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.

Country of citizenship 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.

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Question Help Text 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)

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 2019-20 academic year.

Is a veteran of the U.S. Armed Forces or currently serving on active duty

ROTC students, students at service academies, and National Guard/Reserves enlistees are not considered veterans.

Is currently a ward of the court 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.

Is 18 or older, but was, until the age of 18, a ward of the court

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.

Is currently in foster care Answer "Yes" if the student is currently in foster care. Financial aid administrators may require documentation of this status.

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Question Help Text Is 18 or older, but was, until the age of 18, in foster care

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.

The student was determined to be an emancipated minor by a court in the student's state of legal residence

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.

The student is homeless, or at risk of becoming homeless.

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 Financial aid administrators may require documentation of this status.

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?

Answer "Yes" if the student's high school or school district homeless liaison determined the student met the definition of 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?

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.

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Question Help Text 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?

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.

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 The street address where the student receives mail Street address (line 2) The street address where the student receives mail

if further space is needed. City The city where the student receives mail Country The country where the student receives mail. State/Province The state or province where the student receives

mail. ZIP/Postal Code 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?

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Question Help Text 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

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.

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.

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.

Select the parent(s) whose information will be provided on this application.

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.

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

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.

Year of marriage

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Question Help Text 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. 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 Current Academic Year Select the student's year in school for the 2018-19 year • 11th 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

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.

Current High School Information Please use School Search to find the name of the student's high school for 2018-19

Current College Information If the student attended a private high school, how much was received in scholarships and grants for the 2018-19 year?

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 2018-19 academic year, including from the school the student attends. Do not include money that must be repaid (loans).

If the student attended a private high school, how much did his/her parents pay for the student's education in the 2018-19 year?

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. 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 2018-19

College Details Provide the following information for each college or program to which the student is applying. College or program name

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Question Help Text Student's 2019-20 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) 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.

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?

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 application.

If your primary currency is not U.S. dollars, do not 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)

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Question Help Text Email address The email address at which the student's parent

would like to receive communication about the financial aid process. This email 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.

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 Describe this parent's primary occupation. If

unemployed, list their occupation when employed. Is or was in the U.S. Armed Forces? Self-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 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

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Question Help Text 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 2019-20 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 status for 2017 • Completed • Estimated, will file • Not filed, and not required to file, a tax return

If the student's parents' country's tax year does not follow the calendar year, report information from the last tax year that ended before April 1, 2018.

Parent Tax Return Type

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Question Help Text Select the type of federal income tax return the student's parents filed, or will file, for 2017 • 1040 • 1040A • 1040EZ • Canadian tax return • U.S. Territory return • Other non-U.S. tax return

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, 2018. 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.

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

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 2017 1040 EZ as an individual or with a spouse?

Parent 1040 If the parent selects a Tax Return Type and Filing Status of “Parent 1040 - Married Filing Separately,” the following questions will be displayed twice – once for each parent. Enter the following information from the student's parents' 2017 1040 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?

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Question Help Text 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' 2017 1040A 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 2017 1040EZ using the tax line references. Line 1: Wages, salaries, and tips

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Question Help Text 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 2017. 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.

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Question Help Text Parent 2 income from work Include wages, salaries, commissions, and tips.


Taxable interest income Interest is money earned by deposited funds such as a savings account.

Tax-exempt interest income Dividend income Dividends are payments made by a corporation to

shareholders from its profits. 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 Only include income that has not been reported

elsewhere on this application. 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 2017. If their country’s tax year does not follow the calendar year, report information from the last tax year that ended before April 1, 2018. 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, 2018. If their country’s tax year runs from July 1 to June 30, enter the information for the tax year that ended June 30, 2017. Wages, salaries, commissions, and tips Parent 1 income from work Include wages, salaries, commissions, and tips.


Parent 2 income from work Include wages, salaries, commissions, and tips. Include all income whether reported on earning statements or not.

Interest income Interest is money earned by deposited funds such as a savings account.

Dividend income Dividends are payments made by a corporation to shareholders from its profits.

Net income from businesses or partnerships Net income from rental real estate, royalties, estates, or trusts

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Question Help Text 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); - 1040A, line 7; - or 1040 EZ, line 1. If lines 12 or 18 or Box 14 are negative, treat them as zero.

Income Parent 2 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); - 1040A, line 7; - or 1040 EZ, line 1. If lines 12 or 18 or Box 14 are negative, treat them as zero.

Interest income Interest is money earned by deposited funds such as a savings account.

Pension, annuity, or retirement benefits

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Question Help Text 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); - 1040A, line 7; - or 1040 EZ, line 1. If lines 12 or 18 or Box 14 are negative, treat them as zero.

How much did Parent 2 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); - 1040A, 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:

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Question Help Text 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. Include untaxed payments to 401(k) and 403(b) plans. Do not include amounts reported as codes AA, BB, CC, DD, or EE.

A flexible spending account (FSA) for medical expenses

FSA benefits may be provided by employers, allowing employees to set aside a limited amount of pre-tax money for certain medical expenses.

A flexible spending account (FSA) for dependent care expenses

FSA benefits may be provided by employers, allowing employees to set aside a limited amount of pre-tax money for dependent care expenses.

A health savings account (HSA) 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.

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 2019-20, that were not reported on a tax return.

Income from other members of their household 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.

Housing, food, and other living allowances received as members of the military, clergy, or other profession

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.

Money given to the student's parents or paid on their behalf

Include bills paid on their behalf. Do not include any amounts included elsewhere on this application.

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Question Help Text Other untaxed income Only include income that has not been reported

elsewhere on this application. 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 2018. 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

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Question Help Text 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 2019. 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 2018. 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

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Question Help Text 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 2017

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Question Help Text 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. This does not apply to commissioned warrant officers.

Total value of veterans' non-educational benefits the student’s parents received or expect to receive

Include disability, death pension, dependency & indemnity compensation (DIC), and VA Educational work-study allowances.

Value of on-base military housing or the basic military allowance for housing the student’s parents received

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

Select "Live with others" if the student's family lives with family or friends and does not pay rent.

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 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. Renters: enter the monthly rental payment. Do not include insurance premiums.

Home purchase year If the student's parents own their home, but did not purchase it, enter the year they took possession of the home.

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Question Help Text Home purchase price If the student's parents own their home, but did not

purchase it, enter the market value when they took possession of the home.

Current market value Enter the price that would be reasonable to expect if the home were sold today. Do not use assessed, insured, or tax value. If the student's parents are not the sole owner(s) of the home, give only their portion of the value.

Amount owed on home Enter the current debt on the home, including the current payoff amount of the mortgage and outstanding related debts. 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.

Amount owed on the primary mortgage for this home

Exclude secondary mortgages or outstanding credit line balances.

Student Housing Select the option that best describes your family's housing situation • Own home • Rent • Live with others • Housing provided by employer

Select "Live with others" if the student's family lives with family or friends and does not pay rent.

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 If the student owns a home, but did not purchase it,

enter the year the student took possession of the home.

Home purchase price If the student owns a home, but did not purchase it, enter the market value when they took possession of the home.

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Question Help Text Current market value 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. If the student is not the sole owner of the home, give only the student (and spouse's) portion of the value.

Amount owed on home 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 home

Exclude secondary mortgages or outstanding credit 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. 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.

Own assets held in the names of their children 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.

Own valuables Valuables include jewelry, artwork, precious metals, and antiques.

Others owe them money Parent Asset Details Current amount in cash, savings, checking, and deposit accounts

Enter the total value as of today. Do not enter average balances.

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Question Help Text 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 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.

Total value of parent assets held in the names of their children

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.

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

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

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Question Help Text Number of months per year this property is rented to others

Year the property was purchased Enter the year the property was acquired, even if it was not directly purchased.

Purchase price of this property 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.

Current market value of this property 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.

Amount owed on this property Include the current payoff amount of the mortgage and related debts. 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 business is located

Indicate the physical address - this may be different 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.

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Question Help Text 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?

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.

Provide the names, relationships and percentage of ownership for any family members with ownership in this business.

If you need more space, use the Special Circumstances section at the end of the application.

Date this business was started 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.

Does this business employ more than 100 full-time 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

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.

Parent's portion of the current amount owed on this business

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.

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Question Help Text Parent's portion of the gross receipts for this business in 2017

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.

Parent's portion of the total expenses for this business in 2017

Enter the total expenses this business had in 2017. 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.

Do other family members receive a salary or wages from this business?

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.

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

Indicate the physical address - this may be different from the mailing address.

Primary purpose of this farm Parents live on this farm 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.

Number of acres the farm encompasses Current market value per acre Parent's portion of the current market value of the farm

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.

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Question Help Text Parent's portion of the current amount owed on the farm

Include only the current amount owed for the mortgage, and related debts for which the farm 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.

Provide any additional information about this farm, or explain any special circumstance related to this farm

PARENT EXPENSES Do the student's parents have the following expenses? Check all that apply. Medical or dental expenses not covered by insurance

Repayment of student (college) loan debt in 2017 Repayment of student (college) loan debt in 2018 Alimony Parent Expenses Detail Enter the medical and dental expenses the student's parents paid in 2017 that were not covered by insurance.

Enter "0" if the student's parents' uncovered/unreimbursed expenses were less than 3% of their total income. Do not include amounts covered or reimbursed by medical or dental plan, and do not include health care insurance deductions if the student's parents are self-employed.

Enter the medical and dental expenses the student's parents paid or expect to pay in 2018 that will not be covered by insurance.

Enter "0" if the uncovered/unreimbursed expenses will be less than 3% of total income. Do not include amounts that are expected to be covered by any medical or dental plan, and do not include health care insurance deductions if the student's parents are self-employed.

Loans 2017 Enter how much the student's parent(s) repaid on student loans for 2017 for the following: Loans for the parents' education Enter the total amount of educational loan

repayments that the student's parents made in 2017 for loans they obtained for their own education. Do not include repayment for loans that the student or student's siblings obtained for their own education and that the student's parents have agreed to pay. Also do not include any loan debt from a home equity line of credit.

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Question Help Text Loans for the student applicant Enter the total amount of educational loan

repayments that the student's parents made in 2017 for loans obtained for the student applicant's education. Do not include repayment for loans that the student obtained for her/his own education and that his/her parents have agreed to repay. Also do not include any loan debt from a home equity line of credit.

Loans for the applicant's siblings Enter the total amount of educational loans that student's parents made in 2017 for their children's education, excluding amounts taken for the student and currently enrolled siblings. Do not include loans that the student's siblings obtained for their own education and that the student's parents have agreed to repay. Also do not include any loan debt from a home equity line of credit.

Loans 2018 Enter how much the student's parent(s) paid/expect to pay on student loans for 2018 for the following: Loans for the parents' education Enter the total amount of educational loan

repayments that the student's parents expect to make in 2018 for loans they obtained for their own education. Do not include repayment for loans that the student or student's siblings obtained for their own education and that the student's parents have agreed to pay. Also do not include any loan debt from a home equity line of credit.

Loans for the student applicant Enter the total amount of educational loan repayments that the student's parents expect to make in 2018 for loans obtained for the student's education. Do not include repayment for loans that the student obtained for her/his own education and that his/her parents have agreed to repay. Also do not include any loan debt from a home equity line of credit.

Loans for the applicant's siblings Enter the total amount of educational loans that student's parents made in 2018 for their children's education, excluding amounts taken for the student and currently enrolled siblings. Do not include loans that the student's siblings obtained for their own education and that the student's parents have agreed to repay. Also do not include any loan debt from a home equity line of credit.

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Question Help Text Enter the total outstanding debt on student loans the student's parents have taken out for the following: Loans for the parents' education Enter the total amount of educational debt that the

parents have taken out to pay for their own education. Do not include repayment for loans that the student or student's siblings obtained for their own education and that the student's parents have agreed to pay. Also do not include any loan debt from a home equity line of credit.

Loans for the student applicant Enter the total amount of educational debt that the parents have taken out to pay for the student applicant's education. Do not include repayment for loans that the student obtained for her/his own education and that his/her parents have agreed to repay. Also do not include any loan debt from a home equity line of credit.

Loans for the applicant's siblings Enter the total amount of educational debt that the parents have taken out to pay for the student's siblings' education. Do not include loans that the student's siblings obtained for their own education and that the student's parents have agreed to repay. Also do not include any loan debt from a home equity line of credit.

Total alimony paid in 2017 to the student's other household

Report the amount of alimony you paid to the student's other parent in 2017. Do not include child support you paid for the student or the student's siblings in the other household.

Total alimony expected to be paid in 2018 to the student's other household

Report the amount of alimony you expect to pay to the student's other parent in 2018. Do not include child support you expect to pay for the student or the student's siblings in the other household.

Parent Living Expenses Enter the amount the student's parents paid in 2017 for the items below. Provide annual (not monthly) amounts. Utilities (water, electricity, heat, etc.) Provide the annual (not monthly) amount. Food for everyone in the home Provide the annual (not monthly) amount. Clothing for everyone in the home Provide the annual (not monthly) amount. Household necessities Provide the annual (not monthly) amount.

Include personal care items, cleaning supplies, and other items not included in the questions above.

Automobile maintenance Give the annual total, not monthly amounts.

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Question Help Text Property insurance Provide the annual (not monthly) amount.

Include insurance paid on home, cars, and personal property.

Holiday expenses Provide the annual (not monthly) amount. Include cost for travel, food, and lodging.

Entertainment expenses Provide the annual (not monthly) amount. Do not include amounts already reported in holiday expenses.

Number of people your family employed in the home

Amount paid by your family to the people employed in the home

Provide the annual (not monthly) amount.

Total amount owed to other people or financial institutions

Report only debt that has not been reported elsewhere on this application. Debt from the home, real estate properties, businesses, and farms should not be reported here, but in the questions related to those assets.

Amount paid on this debt in 2017 Provide the annual (not monthly) amount. Describe this debt Amount paid for any other expenses not listed above

Provide the annual (not monthly) amount.

Describe these expenses HOUSEHOLD SUMMARY

Enter everyone, other than the student applicant, who lives in the student’s parents' household and receives more than half of their support from them. If you are married, enter information about your spouse. Additionally, enter everyone, other than you, who lives in your household and receives more than half of their support from you. Provide information for everyone, other than you and your spouse, who lives in your household and receives more than half of their support from you. Include children other than the student applicant who are under age 24 whom you share with the student's parent, even if they do not live with you. First Name Last Name Relationship to Student • Sibling • Grandparent • Stepsibling • Spouse • Child • Other

Date of Birth Dependent Details (Repeated based on number of family members) Provide the following for <Dependent’s First Name> For the 2018-19 academic year, what is this person’s year in school?

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Question Help Text For the 2019-20 academic year, what is this person’s year in school?

Is/will this person be attending a private K-12 school in 2018-19?

Is/will this person be attending a private K-12 school in 2019-20?

Dependent Education Expenses Provide the following for <Dependent’s First Name> for 2018-19: Name of the K-12 school attending Name of the college or university attending Total cost to attend this school Report the total costs related to this family

member's education including tuition, fees, books, supplies, housing, and meals.

Amount received in scholarships, grants, or gift aid

Enter the gift aid (money that doesn't have to be repaid) the family member received or expects to receive for the 2018-19 academic year from the school he or she is attending. Do not include money the student earned from work (work-study) or has to be repaid (loans).

Total educational expenses paid by student’s parent(s)

Report the amount of money parents paid or expect to pay towards educational expenses (tuition, fees, books, supplies, housing, and meals). Do not include fees for extracurricular activities such as sports, band, or theater. Do not include amounts borrowed for this student (loans). If the parents are divorced or separated, only enter the amount the parent in this household will pay towards these expenses.

Of the total educational expenses paid or expected to be paid, what amount was tuition?

Do not include housing, food, books, supplies, transportation, or other expenses. Do not include tuition paid by scholarships. If the parents are divorced or separated, only enter the amount the parent in this household will pay towards these expenses.

Provide the following for <Dependent’s First Name> for 2019-20: Attend full-time or half-time?

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Question Help Text Type of college • 2-year public college • 2-year private college • 4-year public college/university • 4-year private college/university • Graduate/professional school • Proprietary school

Name of the college or university attending Name of the K-12 school attending Total cost to attend this school Report the total costs related to this family

member's education including tuition, fees, books, supplies, housing, and meals.

Total educational expenses paid or expected to be paid by student’s parent(s)

Report the amount of money parents paid or expect to pay towards educational expenses (tuition, fees, books, supplies, housing, and meals). Do not include fees for extracurricular activities such as sports, band, or theater. Do not include amounts borrowed for this student (loans). If the parents are divorced or separated, only enter the amount the parent in this household will pay towards these expenses.

Of the total educational expenses paid or expected to be paid, what amount was tuition?

Do not include housing, food, books, supplies, transportation, or other expenses. Do not include tuition paid by scholarships. If the parents are divorced or separated, only enter the amount the parent in this household will pay towards these expenses.

STUDENT INCOME Select the student's federal tax return status for 2017 • Completed • Estimated, will file • Not filed, and not required to file, a tax return

If the student's country's tax year does not follow the calendar year, report information from the last tax year that ended before April 1, 2018.

Select the type of federal income tax return the student filed, or will file, for 2017 • 1040 • 1040A • 1040EZ • Canadian tax return • U.S. Territory return • Other non-U.S. tax return

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, 2018. If the student and spouse 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.

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Question Help Text Select the student's federal tax filing status for 2017 • Single • Married, filing joint return • Married, filing separate returns • Head of household • Qualifying widow(er) with dependent child

Tax filing status is indicated in boxes 1-5 on the IRS 1040 and 1040A federal tax returns. If the student and spouse 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 file his/her 2017 1040 EZ as an individual or with a spouse?

Student 1040 If the student selects a Tax Return Type and Filing Status of “1040 - Married Filing Separately,” the following questions will be displayed twice – once each for the student and the student’s spouse. Enter the following information from the student's 2017 1040 Line 6d: Total number of exemptions claimed Line 8a: Taxable interest Line 9a: Ordinary dividends Line 37: Adjusted gross income Line 40: Itemized deductions Line 50: Education credits Line 56: Federal taxes paid Line 66a: Earned income credit (EIC) Student 1040A If the student selects a Tax Return Type and Filing Status of “1040A - Married Filing Separately,” the following questions will be displayed twice – once each for the student and the student’s spouse. Enter the following information from the student's 2017 1040A

Line 6d: Total number of exemptions claimed Line 8a: Taxable interest Line 9a: Ordinary dividends Line 21: Adjusted gross income Line 33: Education credits Line 37: Federal taxes paid Line 42a: Earned Income Credit (EIC) Student 1040EZ Enter the following information from the student's 2017 1040EZ Line 2: Taxable interest Line 4: Adjusted gross income Line 8a: Earned income credit (EIC) Line 10: Tax Student Canadian Tax Return (If the student is married, these questions will also show for the spouse) Enter the following amounts for the student for 2017. Income from work Line 120: Taxable amount of dividends Line 121: Interest and other investment income Line 236: Net income Line 420: Net federal tax Line 428: Provincial or territorial tax

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Question Help Text Untaxed income not provided elsewhere on this application (if student is married, include the spouse's income)

Explain the source and amount of this other untaxed income

Student Territory Tax Return Enter the following amounts for the student for 2017. Adjusted gross income Tax credits received Income from work Spouse's income from work Interest and dividend income Federal taxes paid Untaxed income not provided elsewhere on this application

Only include income that has not been reported elsewhere on this application


Student Non-U.S. Tax Return Enter the following amounts for the student for 2017. If the student's country’s tax year does not follow the calendar year, report information from the last tax year that ended before April 1, 2018. For example, if the tax year runs from April 1 to March 31, enter the information for the tax year that ended March 31, 2018. If the tax year runs from July 1 to June 30, enter the information for the tax year that ended June 30, 2017. Income earned from work Income student's spouse earned from work Interest and dividend income 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

Untaxed income not provided elsewhere on this application



Student Non-filer Enter the amounts the student received in 2017 for the following Income 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.

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Question Help Text Income student's spouse 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.

Interest income Taxable earnings from need-based work programs and taxable grant and scholarship aid

Untaxed portion of any social security benefits Enter the annual (not monthly) amount. Do not include any taxable benefits. Do not include amounts the student's parents received for the student.

Untaxed income not provided elsewhere on this application



Student Income and Benefits Enter the amounts the student received in 2017 for the following: Income earned from work Enter the amount the student earned from working

in 2017, including wages, salaries, commissions, and tips. If the student filed a tax return, this can be found on: - IRS Form 1040, lines 7, 12, and 18 and Schedule K-1 Form 1065, Box 14 (Code A). - IRS Form 1040A, line 7. - IRS Form 1040EZ, line 1. If the student is married, enter only the student's portion of these amounts.

Income student's spouse earned from work Enter the amount the student's spouse earned from working in 2017, including wages, salaries, commissions, and tips. If the student's spouse filed a tax return, this can be found on: - IRS Form 1040, lines 7, 12, and 18 and Schedule K-1 Form 1065, Box 14 (Code A). - IRS Form 1040A, line 7. - IRS Form 1040EZ, line 1. Enter only the spouse's portion of these amounts.

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Question Help Text Taxable earnings from need-based work programs and taxable grant and scholarship aid

Include the following: - earnings from a work-study program - earnings from a co-op program offered by a college - grants, fellowships, and assistantship aid reported as taxable earnings in 2017 - AmeriCorps benefits

Untaxed portion of any social security benefits Enter the annual (not monthly) amount. Do not include any taxable benefits. Do not include amounts the student's parents received for the student.

Child support Other untaxed income Only include income that has not been reported

elsewhere on this application Explain the source and amount of this other untaxed income

Student Expected Income and Benefits Student's expected earnings - summer 2019 Estimate as best as you can based upon previous

employment and current plans. Estimate for a 3-month period. Do not include earnings from Federal Work Study.

Student's spouse expected earnings - summer 2019

Estimate as best as you can based upon previous employment and current plans. Estimate for a 3-month period. Do not include earnings from Federal Work Study.

Student's expected earnings - school year 2019-20


Student's spouse expected earnings - school year 2019-20


Student's expected other taxed income - summer 2019

Estimate as best as you can for a 3-month period. Include the following: interest and dividend income, capital gains, business income, farm income, alimony received, pensions, and annuities.

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Question Help Text Student's expected other taxed income - school year 2019-20

Estimate as best as you can for a 9-month period. Include the following: interest and dividend income, capital gains, business income, farm income, alimony received, pensions, and annuities.

Student's expected total untaxed income and benefits - summer 2019

Student's expected total untaxed income and benefits - school year 2019-20

Student Resources How much does the student expect to receive from the following sources to pay for educational expenses for the 2019-20 academic year?

The student's parents Provide the best estimate of what the student's parents completing this application plan to pay from their income and assets. Do not include amounts they plan to borrow. Do not include amounts from family members other than the parents.

Other relatives (and any other sources) to help pay for college expenses

Scholarships/grants received/will receive from sources other than the colleges or universities to which the student is applying

Report private or local grants, scholarships, and other gift aid that the student has received or will receive for 2019-20, including AmeriCorp benefits and competitively awarded tuition exchange scholarships. Do not report federal or state government grants such as the Pell Grant. Only include money the student has not yet received if you are certain the student will receive the award. Do not include money the student earned from work or has to repay, such as loans or money earned through work-study. List the sources in the special circumstances section at the end of this application.

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Question Help Text Employers (i.e. tuition benefits) including the student's parents' employer(s) and/or the student's employer

Tuition benefits are a type of employee benefit in which an employer reimburses employees or pays for costs associated with college,such as tuition, fees, and books. If the student received a competitively-awarded employer-sponsored scholarship, report it in the question above (scholarships/grants), not here. If these benefits can be used only at certain schools or have other limitations, explain in the Special Circumstances section at the end of the application.

Student Benefits Did the student or student's spouse receive any of the following for themselves or dependent family members in 2017 or 2018? Supplemental Nutrition Assistance Program (SNAP) or Food Stamps

Monthly food stamp benefit Free or reduced price lunch Women, Infants, and Children (WIC) Monthly WIC benefit Supplemental Security Income (SSI) Monthly SSI benefit Temporary Aid to Needy Families (TANF) Monthly TANF benefit Medicaid Is the student a dislocated worker? 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

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Question Help Text Is the student or the student's spouse a dislocated worker?

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

Monthly Student Benefits International Student Benefits Will the student receive funds from the government for college expenses at any point during attendance?

Detail the amount and the years the student expects to receive this benefit.

Will the student receive funds from any agencies or foundations for college expenses at any point during attendance?


Will the student receive tuition benefits during any year of attendance?

Include all benefits the student expects to receive, including from the student's employer, the student's parent's employers, and/or the student's spouse's employer. If the student received a competitively-awarded employer-sponsored scholarship, do not report it here. If these benefits can be used only at certain schools or have other limitations, explain in the Special Circumstance section at the end of the application.


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Question Help Text How will the student pay for transportation to the U.S.? • Parents’ income/savings • Student’s income/savings • Gift from relatives other than parents • Scholarship or grant • Sponsor funds • Government funds • Agency/foundation funds • Other – explain in Special Circumstances at

the end of the application

If the student will use money from more than one source, select the one that will cover the largest portion of the expense.

Student Military Income Student's total combat pay for 2017 • Dependents' Educational Assistance (Chapter

35) • Montgomery GI Bill - Active Duty (Chapter 30) • Montgomery GI Bill - Selected Reserve

(Chapter 1606) • Post-9/11 GI Bill (Chapter 33) • Reserve Educational Assistance Program

(Chapter 1607) • Vocational Rehabilitation and Employment

(Chapter 31) • Any other type of veterans' education benefits • Other

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. This does not apply to commissioned warrant officers.

Type of Student VA benefits If the type of benefits to be received is not listed, select "other" and detail the benefit type below.

Amount of Student VA benefits Do not include the student's spouse's benefits. Enter the number of months this benefit will cover during the academic year.

Do not enter the total months this benefit will cover, just the number covered during the academic year for which you are currently applying for aid. Do not include student's spouse's benefits.

Detail the type of benefits you receive/will receive if you selected other above.

STUDENT ASSETS Student Asset Types Indicate whether the statements below apply to the student Has a trust Has retirement assets

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Question Help Text Has investments Investments do not include the student's home,

business, farm, real estate, trust funds, or retirement plans. Investments include stocks & stock options, bonds, savings bonds, mutual funds, money market funds, Uniform Gifts to Minors (or similar accounts), certificates of deposit, non-qualified (non-retirement) annuities, commodities, commodities, precious & strategic metals, and installment & land sale contracts (including seller-financed mortgages).

Student Savings, Investments, and Other Assets Current amount in cash, savings, checking, and deposit accounts

Enter the total value as of today - do not enter average balances.

Current value of all trusts the student is a beneficiary of

Include the value of all trust accounts as of today, regardless of whether the income or principal is currently available. Do not include funds held in 529 plans.

Is any of the income or part of the principal of the trust currently available?

Select "yes" if the student can withdraw interest or part of the principal from the trust.

Who established the trust? • Parents • Other

Enter the total value of non-education retirement accounts as of today.

Include all non-education IRA, Keogh, SEP, 401(a), 401(k), 403(b), 408, 457, 501(c) accounts.

Current market value of investments Do not include the student's home, business, farm, real estate, or retirement plans. If the assets are owned jointly, report only the student's portion here.

Student Other Asset Types Student Real Estate Select the statements below that apply to the student Owns real estate beyond the primary home, such as land or a vacation or second home

Number of real estate properties Has a seasonal or vacation rental property Rents real estate to others Student Businesses and Farms Select the statements below that apply to the student Owns or operate a business that is a primary income source

Owns or operate a business in addition to other work

Number of businesses owned or operated Owns a farm, or part of a farm Number of farms owned Student Other Real Estate

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Question Help Text Street address of this property Street address (line 2) City Country State/Province ZIP/Postal Code How would you classify this property? • Additional Family Property • Rental Property

Year the property was purchased Purchase price of this property Current market value of this property The market value is the price the property could be

sold for today. Do not use assessed, insured, or tax value. Report only the student's (and their spouse's) portion of the total value.

Amount owed on this property Include only the current amount owed for the mortgage, and related debts for which the property was used as collateral. Do not include personal loans, consumer loans, interest due, escrow payments, insurance premiums, association fees, or property taxes. Report only the student's (and their spouse's) portion of the debt.

Student Businesses and Farms Current market value of this business The market value is the price the business could be

sold for today. Include all assets (land, buildings, machinery, equipment, inventories, etc.). Report only the student's (and their spouse's) portion of the total value.

Current amount owed on this business 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 student's (and their spouse's) portion of the debt.

Does this business employ more than 100 full-time employees?

Student Farms

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Question Help Text Current market value of farm The market value is the price the farm could be sold

for today. Include all assets (land, buildings, machinery, equipment, livestock, inventories, etc.). Do not include the student's primary home if it is part of the farm. Report only the student's (and their spouse's) portion of the total value.

Current amount owed on the farm Include only the current amount owed for the mortgage, and related debts for which the farm was used as collateral. Do not include personal loans, consumer loans, or other debts. Report only the student's (and their spouse's) portion of the debt.

Student lives on this farm Select "yes" if the student's family's principle place of residence is this farm, and the student actively and directly participate in the farm's operation.

Student Expenses Student's total undergraduate and graduate educational loan debt

Enter the total amount of educational loan repayments that the student and spouse, if married, made in 2017 for loans that the student obtained for their own educations. Do not include any loan debt from a home equity line of credit.

Child support the student, and spouse if married, paid in 2017

Do not enter the amount of child support that was received.

Medical and dental expenses the student, and spouse if married, paid in 2017 that were not covered by insurance

Enter "0" if the student paid all expenses, or if uncovered/unreimbursed expenses were less than 3% of the student's total income. Do not include amounts covered or reimbursed by medical or dental plan, and do not include health insurance deductions if the student is self-employed.

SPECIAL CIRCUMSTANCES Select the circumstances that apply to your family and provide details in the box below. Change in employment Scholarships or Sponsor Information Exceptional medical or dental expenses Siblings in private school Catastrophic Event or Natural Disaster Eldercare expenses Financial support of other family members Non-recurring income or expenses Other None

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