College Funding Advisors Financial Aid Analysis

PERSONAL FINANCIAL AID ANALYSIS

In our years of practice, we've come to learn how overwhelming and complex the college aid process has become. By implementing appropriate strategies the amount of aid available to you can be increased dramatically. This is oftentimes true even for parents who think they are too wealthy to benefit!

The analysis fee is waived for those who have attended a CFA Workshop or have purchased the Financial Aid Worksheet - Know Your Family's College Contribution from our on-line store.

Take a few minutes to fill out this form. All information is secure and kept confidential. We will contact you with the results within 2-3 business days.

Your Information:

Last Name: *
Address: *
City: *
State: *
Zip: *
Phone: *
Email: *

Family Information:

	You	Your Spouse
First Name:
Last Name:
Year of Birth:
Attended Workshop?
Employed?

	Child's First Name	Year of Birth	College Start Year?	Claim child as dependent?
Child #1:				*
Child #2:
Child #3:
Child #4:
Child #5:
Child #6:
Child #7:
Child #8:
Child #9:
Child #10:

Other Dependents:
(i.e. elderly parent, disabled sibling etc.)

Primary Residence Information
(Enter whole dollar amounts. ie: 45500 instead of $45,500.00):

If you do not own a home, please enter the following: Year Purchased = 1900; Purchase Price = 0; Current Value = 0; Amount Owed = 0

Year Purchased: *
Purchase Price: $ *
Current Value: $ *
Amount Owed: $ *
(Mortgage plus Equity Line Used)

Income Information
(Enter whole dollar amounts. ie: 45500 instead of $45,500.00):

Use rounded numbers or your 2018 Federal 1040 if available

Please enter at least a zero in all income fields.

Adjusted Gross Income: $ * (line 7 on 2018 1040)
Your Gross Wage: $ * (Box 1 from all W-2s)
Your Spouse's Gross Wage: $ * (Box 1 from all W-2s)
Interest/Dividend Income: $ * (lines 2b/3b on 1040)
Business Income or Loss: $ * (line 12 Schedule 1 on 1040)
Capital Gain/Loss: $ * (line 13 Schedule 1 on 1040)
Rental Income: $ * (line 17 Schedule 1 on 1040)
Pre-Tax Annual Retire Contrib: $ *
Total Federal Income Tax: $ * (line 13 on 2018 1040,
exclude self-employment tax)

Other Income Information: (Please include Amount and Description)
(i.e. Child Support Received, Child Support Paid, Business Loss, Social Security, Disability, Extreme Medical/Dental Expenses etc.)

Asset Information
(Enter whole dollar amounts. ie: 45500 instead of $45,500.00):

Please enter at least a zero in all asset fields.

Cash and Savings: $ *
Investments in Parents' Names: $ * (i.e.: Stocks, Bonds,
Non-Real Estate, Non-Retirement Investments)

Retirement Savings: $ *
Net Worth of Business/Farm: $ *

Real Estate other than your Primary Residence
(Enter whole dollar amounts. ie: 45500 instead of $45,500.00):

Leave all Real Estate fields blank if not applicable.

Property #1:

Year Purchased:
Purchase Price: $
Current Value: $
Amount Owed: $ (Mortgage + Equity Line Used)

Property #2:

Year Purchased:
Purchase Price: $
Current Value: $
Amount Owed: $ (Mortgage + Equity Line Used)

Property #3:

Year Purchased:
Purchase Price: $
Current Value: $
Amount Owed: $ (Mortgage + Equity Line Used)

List Other Real Estate Information Here:
Please include the same four items for each property as listed above

Student's Information
(Enter whole dollar amounts. ie: 45500 instead of $45,500.00):

The "student" is the next child to go to college

Please enter at least a zero in all income and asset fields.

Gross Wage: $ *
Interest/Dividend Income: $ *
Federal Tax Paid: $ *
Total Assets excluding tuition plans: $ *

Total all pre-paid tuition plans:
(student plus all siblings) $ * UPlan, UFund, 529 Plans...

Total assets in siblings' names:
(brothers and sisters living at home) $ * Savings Accounts, Bonds...

Divorce Information:

Who is custodial parent?

Is the mother re-married?
If yes, does she file jointly with her husband?

Is the father re-married?
If yes, does he file jointly with his wife?

College Funding Advisors:

Please tell us how you heard about College Funding Advisors:

If you attended one of our Workshops, please tell us the
Date: and the Location:

Please tell us about any special circumstances you feel we should know about:

College Funding Advisors uses the Federal and Institutional Methodologies to calculate Family Contribution (FC). By submitting this form I acknowledge that College Funding Advisors cannot guarantee aid and that aid actually offered is at the discretion of the Financial Aid Director at each college.