Student Personal and Financial Profile



Student Personal and Financial ProfileStudent Information:Name of student: _____________________________________________________Address of student: ___________________________________________________Student’s email: ______________________________________________________Student’s phone number: _______________________________________________5. Student’s AGI or income earned from work, 2019: ___________________________6. Number of family members: _____________________________________________7. Number of family members attending college: _______________________________Parent/Guardian Information8. Parents’ AGI (prior tax year): ____________________________________________9. Earned income, Parent 1 (2019): ____________________________________________10. Earned income, Parent 2 (2019): _____________________________________________11. Housing allowance amount, clergy person: __________________________________12. Do parents own a home(s)? ___________ If so, estimated equity: _________________13. Amount of all investments: ________________________________________________a. mutual funds: __________________________b. stocks: ________________________________c. bonds: ________________________________d. cash in bank, etc.: _______________________e. other real estate: ________________________f. retirement; e.g., 401K, 403(B): _____________g. established trust accounts: _________________14. If parents are divorced or separated, please indicate:a. non-custodial parent’s income (2019): __________________________b. amount non-custodial parent contributes or will contribute to student’s college tuition: i. 2019-2020: ________________________________ii. 2020-2021: ________________________________School Information:15. College Name: ___________________________________________________________16. College Address: __________________________________________________________17. College costs for 2019-2020 (tuition, room and board): ____________________________??Amount of grants received for 2019-2020: ___________________??Amount of loans received for 2019-2020: ____________________??Amount from jobs received to cover costs: ___________________18. Other information family would like to provide: ____________________________________ ................
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