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Transcript
BridgeValley Community and Technical College
Financial Aid Office
2017-2018 Verification of Assets
Name: ______________________________________
Student ID #:__________________________
Telephone: ___________________________________
Email: _______________________________
Your Free Application for Federal Student Aid (FAFSA) was received for the 2017-2018 academic year. In
order to continue processing, verify yours and your parent’s (if you are a dependent student) asset
information as of today by answering the following questions:
1. Balance of cash, savings, and checking
accounts:
2. Net worth of investments:
$__________Parent
$_________Student
$_________ Parent
$________ Student
**Net worth means current value minus debt. Investments include real estate (do not include the home
you live in), trust funds, UMGA and UTMA accounts, money market funds, mutual funds, certificates of
deposit, stocks, stock options, bonds and other securities. Coverdell savings accounts, 529 college savings
plans, the refund value of 529 state prepaid tuition plans, installment and land sale contracts (including
mortgages held), commodities, etc. For more information about reporting education savings plans, call
1-800-433-3243. Investment debt means only those debts that are related to the investments. **
**Investments do not include the home you live in, the value of life insurance, retirement plans (pension
funds, annuities, non-education IRAs, Keogh plans, etc.) or cash, savings and checking accounts already
reported in number 1.**
3. Business and/or investment farm value:
$__________Parent
$_________Student
**Business and/or investment farm value includes the market value of land, buildings, machinery,
equipment, inventory, etc. Business and/or investment farm debt means only those debts for which the
business or investment farm was used as collateral. **
I (we) certify the above information is true and correct to the best of my (our) knowledge.
Student Signature: ______________________________
Date: _______________________
Parent Signature: _______________________________
Date: _______________________
BridgeValley Community and Technical College
2001 Union Carbide Drive South Charleston, WV 25303
Telephone: 304-205-6600 * Fax: 304-734-6698
[email protected]
When completed, this form contains information protected under the Family Educational Rights and Privacy Act (FERPA) part of the
Privacy Act of 1974.