Questionnaire
Student Profile
Household Information
Income
What is the parents’ total annual income?
Include taxed and untaxed sources of income
Parent Total Annual Income
Examples of taxed income may include:
  • Income earned from work or self-employment
  • Dividend and interest income
  • Rental income
  • Other taxed income sources

Examples of untaxed income include:

  • Contributions to 401(k) or other retirement programs
  • Child support received
  • Other untaxed income

For income greater than 1,000,000, please enter 999,999

How much did the parent(s) pay in federal income taxes?
Parent Income Tax
The federal Income Tax amount is the total tax paid by the parent. It is not the same as federal tax withheld from the W-2 Statement or the tax refund amount. If you leave this field blank, we will estimate it for you using IRS tax tables.
Parent Assets
What is the total value of the parent's assets?
Assets include personal checking, savings, cash on hand, and investments.
Parent Assets

Do NOT include any of the value of the parent's:

  • Primary home
  • Retirement savings plans (e.g., 401(k) or IRA accounts)
  • Family-owned business
  • Farm if the parents live on it

Zero is an acceptable entry

What is the net value of the business/farm?
Student Finances
What is the student’s total annual income?
Include taxed and untaxed sources of income
Student Total Annual Income
Include taxed and untaxed sources of income:
  • Income earned from work or self-employment
  • Dividend and interest income
  • Rental income
  • Other taxed income sources

Examples of untaxed income include:

  • Contributions to 401(k) or other retirement programs
What is the total value of the student's assets?
Assets include personal checking, savings, cash on hand, and investments.
Student Assets

Do NOT include any of the value of the student's:

  • Primary home
  • Retirement savings plans (e.g., 401(k) or IRA accounts)
  • Family-owned business
  • Farm if the parents live on it

Zero is an acceptable entry

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