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Scholarship Financial Need Information
For scholarship applications in 2015
Student Information
Last name _____________________________________ First name ____________________________ Middle initial ______
Address _______________________________________________________________________________________________
City ________________________________ State ____________ Zip Code ____________ Phone ____________________
Birthdate _________________________________ U.S. Citizen? Yes ___ No ___ If not, describe status _______________
How much education will you have completed when you begin the 2015-2016 school year? _____________________________
Describe any tuition assistance you expect to receive from July 1, 2015 through June 30, 2016, including armed service
education benefits and tuition assistance from employers ________________________________________________________
______________________________________________________________________________________________________
Student Status
Answer the following questions carefully
Yes
No
Were you born before January 1, 1992?
____________
____________
Are you a veteran of the U.S. Armed Forces?
____________
____________
In 2015-2016 will you be working toward a degree beyond a bachelor’s degree?
____________
____________
Are you married?
____________
____________
Are you an orphan or a ward of the court, or were you a court ward until age 18?
____________
____________
Do you have legal dependents other than a spouse?
____________
____________
Household Information
If you answered
Yes to any
question above,
complete Student
Household
questions at left
and the Student
financial questions
on following page.
If you answered
No to every
question above,
complete Parent(s)
Household
questions at left
and both the Student
and Parent financial
questions on
following page.
Student Household
Parent(s) Household
Current marital status: Single ___
Current marital status: Single ___
Married ___ Divorced ___
Married ___ Divorced ___
Separated ___ Widowed ___
Separated ___ Widowed ___
How many legal dependents other
than a spouse receive more than
half their support from student
and student’s spouse? ___
How many legal dependents other
than a spouse receive more than
half their support from this household? ___
Page 1 of 3
How many of the above dependents
will be college students during the
2015-2016 school year? ___
20150117
Scholarship Financial Need Information – Page 2
Student’s last name _____________________________________ First name ___________________ Middle initial ______
Complete the student column below. Also, if asked to complete the Parent(s) Household questions
on preceding page, complete the Parent(s) column below.
Financial data from most recent Federal Income Tax Return
Student
Parent(s)
Year covered by most recent Federal Income Tax Return
_____________
_____________
Number of exemptions claimed
_____________
_____________
Adjusted gross income
$____________
$____________
Student’s W-2 earned income
$____________
N/A
Student’s spouse’s W-2 earned income, if any
$____________
N/A
N/A
$____________
Net farm/ranch income included in adjusted gross income
$____________
$____________
Untaxed income: a. Earned Income Credit
$____________
$____________
b. Social Security benefits
$____________
$____________
c. Aid to Families with Dependent Children
$____________
$____________
d. Child Support income
$____________
$____________
N/A
_____________
Cash, savings and checking accounts total value
$____________
$____________
Farm/ranch real estate value
$____________
$____________
Farm/ranch real estate debt
$____________
$____________
Farm/ranch equipment, livestock, crops value
$____________
$____________
Farm/ranch equipment, livestock, crops debt
$____________
$____________
Is a farm or ranch used as principal residence?
Yes___ No___
Yes___ No___
Business value
$____________
$____________
Business debt
$____________
$____________
Other real estate and investments value (exclude home & retirement plans)
$____________
$____________
Other real estate and investment debt (exclude home & retirement plans)
$____________
$____________
Parents’ W-2 earned income
Financial data about Assets and Debts at this time
Age of your older parent
Certification and Signature(s)
By signing you certify that the information supplied is accurate to the best of your knowledge.
Student signature __________________________________________________________ Date ______________________
Parent signature (if parent information included) ________________________________________ Date ______________________
Page 2 of 3
20150117
Scholarship Financial Need Information – Page 3
Student’s last name
First name __________________ Middle initial ______
College or University student expects to attend:
Location of College or University:
Projected Expenses Related to Education for School Year 2015-2016
Tuition & Fees
Room & Board
Books and Supplies
Personal Expenses
Transportation
Total Projected Expenses
Projected Sources of Funds to Pay for Expenses for School Year 2015-2016
Work earnings
Savings
Parents/Relatives
Scholarships awarded
Grants received
Loans
Other (Describe)
Other (Describe)
Total Projected Sources of Funds
Projected Expenses and Projected Sources of Funds do not necessarily need to be the same amounts.
By signing you certify that the above projected expenses and sources of funds are reasonable estimates
at this time and nothing significant has been purposefully omitted to the best of your knowledge.
Student Signature
Page 3 of 3
Date
20150117