Financial Aid Planner

Financial Aid Planner Questionnaire

The Financial Aid Planner is for a dependent student. A student who is married, a parent, a veteran of the U.S. armed services, a graduate or professional student, or over the age of 23 is an independent student for financial aid purposes, even if still financially dependent on you. FAP will not give you an accurate estimate for an independent student.

Please fill in the following information, then click the Submit Data button at the bottom of the form to pass this information to our FAP processing system. A 4-page, full-color personal analysis in Adobe Acrobat PDF format will be returned to your browser. This normally takes about half a minute.

Email for report:

Complete all the items below:
Parent Name (first & last):

Legal State of Residence:

1. Number of parents in the household. Do not count a divorced parent. Do count your spouse, even if he or she is not the student's parent.
2. Total number of household members
3. Birth date of the older parent	(mm/dd/yyyy)
4. Federal income tax form filed	Form 1040 Form 1040A or EZ Non-filer
5. Adjusted gross income, according to your latest tax form.	$
6. Total tax, according to same tax form	$
7. Annual income from work for each parent who works.	$ 1st parent $ 2nd parent
8. Untaxed income and benefits parents received. Enter contribution to tax-deferred savings plans (but not plan balance), IRA or Keogh contributions, municipal bond income, child support, untaxed Social Security benefits, untaxed disability benefits, and welfare benefits.	$
9. Equity (market value minus mortgage balance) in real estate; do not include primary residence or family farm if farm is your primary residence	$
10. Value of parents' business, minus business debts. Do not enter a family-owned-and-controlled small business with no more than 100 full-time equivalent employees.	$
11. Value of parents' savings and investments, including cash, checking accounts, savings accounts, CDs, money market funds, other mutual funds, stocks, and bonds. Don't include retirement plans, annuities, the cash value of life insurance or property and businesses already entered.	$
12. Annual child support payments paid for support of children who live in another household	$

Student Information
Student's name
Student's college start date	(mm/yyyy)
Number of household members in college in the academic year you entered above (count this student, other children, and parents)

College Cost

Select or enter up to three specific schools or school types and see them compared in your report. You may enter cost information by selecting the type of school the student may attend or by selecting the specific schools the student is interested in attending by clicking on the "College Cost Lookup" buttons below. Alternatively, you may type in your own college names and college costs, if you desire.

College Name Tuition Room/
Board Books/
Supplies Transpor-
tation Personal Expenses

$ $ $ $ $

$ $ $ $ $

$ $ $ $ $

Student's Federal income tax form Form 1040
Form 1040A or EZ
Non-filer

Student's adjusted gross income $

Student's total tax $

Student's income from work $

Untaxed Social Security benefits and other untaxed income and benefits $

Student's savings and investments $

Please review the information you have entered. If you judge that it is complete and correct, click on the Submit Data button below.