Indicate your current marital status and the date that status occurred. For example, if you were legally married as of the day you filed your FAFSA, enter the date you married or remarried.
List all people that should be included in your household, starting with yourself and your spouse (if applicable). You may list any children or dependents living in your home if you will provide more than half of their support from July 1, 2020 through June 30, 2021.
If you pay child support for a child, do not include that child in your household size.
Answer the questions in this section based on the day you filed your FAFSA.
Investments include: real estate (do not include the home in which you live), rental property, trust funds, UGMA and UTMA accounts, money market funds, mutual funds, certificate of deposit, stock, stock options, bonds, other securities, installment and land sale contracts, commodities, qualified educational benefits, or education savings accounts (Coverdell savings account and 529 college savings plans).
Investments do not include: the home in which you live, value of life insurance, retirement plans (401(k), pension funds, annuities, non-education IRA’s, Keogh plans, etc.) or cash, savings, and checking accounts already reported. Do not include UGMA and UTMA accounts for which you are the custodian, but not the owner.
Business and/or investment farm value includes: the market value of land, buildings, machinery, equipment, inventory, etc. Business and/or investment farm debt means only those debts for which the business or investment farm was used as collateral.
Business value does not include: the value of a small business if your family owns and controls more than 50 percent of the business and the business has 100 or fewer full-time or full-time equivalent employees. For small business value, your family includes (1) persons directly related to you, such as a parent, sister, or cousin, or (2) persons who are or were related to you by marriage, such as a spouse, stepparent, or sister-in-law.
Investment farm value does not include: the value of a family farm that you (your spouse and/or your parents) live on and operate.
Sign the worksheet. Electronic signatures are not accepted. Make sure to provide your university ID on the worksheet to ensure there is no delay of processing. Please note that in some cases additional documentation may be requested.
