Asset Questionnaire - Mendocino College



Financial Aid Office

Student Asset Questionnaire

2014 - 2015

Student Name:______________________ ID# :__________________________

(Please Print)

You left the asset questions blank. The following questions should be completed by the student and his/her spouse or parents.

Data provided should be as of the date you signed your Free Application for Federal Student Aid.

STUDENT (AND SPOUSE) SECTION:

Total current balance of cash, savings and checking accounts: $__________

Current net worth of Investments (investment value minus investment debt): $_________

Current net worth of business (business value minus business debt): $____________

Current net worth of investment farm (Don’t include a farm that you live on and

operate): $__________

Notes: Net worth means current value minus debt. Investments include real estate (other than the home you live in), trust funds, money market funds, mutual funds, certificates of deposit, stock, stock options, bonds, other securities, educational IRA savings accounts, college savings plans, installment and land sale contracts (including mortgages held), commodities, etc. Investment value includes the market value of these investments. Do not include the home you live in, the value of life insurance and retirement plans (pension funds, annuities, non-Education IRA’S Keogh plans, etc.) and prepaid tuition plans. Investment debt means only those debts that are related to the investments. Business and/or investment farm value includes the market value of land, buildings, machinery, equipment, and inventory, etc. Business and/or investment farm debt means only those debts for which the business or investment farm was used as collateral.

__________________________________

Print Student Name

__________________________________ ___________________

Student Signature Date

_________________________________ ___________________

Spouse’s Signature Date

_________________________________ ___________________

Parent Signature Date

(If student is dependent)

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WARNING: If you purposely give false or misleading information on this form, you may be fined, be sentenced to jail, or both.

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