Download financial aid (fafsa) checklist

FINANCIAL AID (FAFSA) CHECKLIST
FINANCIAL AID (FAFSA) CHECKLIST
Filling out the FAFSA is no easy task. Please make sure you have all
the necessary materials outlined in the checklist before you start the
application process.
Step 1.
Apply for Personal Identification Number (PIN) for student
at www.pin.ed.gov
Step 2.
Select at least 5 colleges you’d like to attend
Step 3.
Apply for federal, state and college-based financial aid on
www.fafsa.gov
REQUIRED INFORMATION
2012 Federal Income Tax Form and if
applicable, Schedule K-1 (Form 1065)
2012 W-2 Forms and if applicable,
Unemployment Form (1099-G)
Personal Identification Number (PIN)
Student Driver’s License Number
Social Security Number
Birth Date
WHERE TO FIND IT
Personal records or call the IRS at
800-829-1040 (please allow 10 days
for processing)
Personal records or contact your
employer(s) or call the IRS at 800829-1040
Apply or request duplicate pin at
www.pin.ed.gov – immediate response
Personal records
Personal records or call Social
Security Administration at 800-7721213
Personal records
Date parents were married,
separated, divorced or widowed
Personal records
Current Cash and checking/savings
account balances
Current investment values (stocks,
savings bonds, mutual funds, CDs)
excluding parents’ home and
retirement plans
Current business value
Personal records or from your bank
Current investment farm value
From your accountant
2012 Child Support paid or received
Personal records
2012 Workers’ Compensation Benefits
Contact your employer
Statements from the financial
institutions
From your accountant
2012 Housing/Food/Living Allowance
for military or clergy
DEPENDENCY
Veteran’s non-education benefits
Leave and Earnings Statement
(military) or W2 form (clergy)
STATUS
QUESTIONS
Personal
Records or Department of Veterans Affairs –
www.va.gov or 800-827-1000
Were you born before January 1, 1959?
____ NO
Are you married?
____ YES
____ YES
____ NO
Will you be working on a Master’s Degree or Doctoral Program
at the beginning of 2014-2015 school year?
____ YES
____ NO
Are you a veteran of the U.S. Armed Forces or currently serving
on active duty?
____ YES
____ NO
Do you have children who will receive more than half of their
support from you?
____ YES
NO
____
Do you have any dependents (other than a child or spouse) who live
with you and who receive more than half of their support from you?
____ YES
____ NO
At any time since you turned age 13, were both your parents
deceased, were you in foster care, or were you a ward of the court?
____ YES
____ NO
Are you or were you an emancipated minor as determined by a court
in your state of legal residence?
____ YES
____ NO
Are you or were you in legal guardianship as determined by a court
in your state of legal residence?
____ YES
____ NO
At any time after July 1, 2013, did your high school or school
district
homeless liaison determine that you were homeless?
YES ____ NO
At any time after July 1, 2013, did the Director of an emergency
____
Shelter or transitional housing program funded by the U.S.
Department of Housing and Urban Development determine that you
were an unaccompanied youth who was homeless?
____ YES
____ NO
At any time after July 1, 2013, did the Director of a Runaway or
Homeless Youth Center or transitional living program determine
that you were homeless/at risk of being homeless/self-supporting?
____ YES
____ NO
If you answer “NO” to every question, you are dependent and must
provide parental information on FAFSA
If you answer “YES” to any question, you are considered independent and should not include parental
information on the FAFSA