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:

*
*
*
*
*
*
*

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:


(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

*
*
*
*
(Mortgage plus Equity Line Used)


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

Use rounded numbers or your 2016 Federal 1040 if available

Please enter at least a zero in all income fields.

* (line 37 on 2016 1040)
* (Box 1 from all W-2s)
* (Box 1 from all W-2s)
* (lines 8a/9a on 1040)
* (line 12 on 2016 1040)
* (line 13 on 2016 1040)
* (line 17 on 2016 1040)
*
* (line 56 on 2016 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.

*
* (i.e.: Stocks, Bonds,
Non-Real Estate, Non-Retirement Investments)

*
*


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:




(Mortgage + Equity Line Used)

Property #2:




(Mortgage + Equity Line Used)

Property #3:




(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.

$ *
$ *
$ *
$ *

$ * UPlan, UFund, 529 Plans...

$ * Savings Accounts, Bonds...


Divorce Information:










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.


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200 Great Road, Suite #222
Bedford, MA 01730
Tel: 781-275-4243
Fax: 781-275-6689
Email: info@collegefundingadvisors.com


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