Sample FAFSA2009
Sample FAFSA2009
Use this form to apply free for federal and STATE AID DEADLINES
state student grants, work-study and loans.
Check with your financial aid administrator
Or apply free online for these states and territories:
AL, *AS, CO, *FM, GA, *GU, *HI, *MH, *MP, NC, NE, *NM,
at www.fafsa.ed.gov. *NV, OR, PR, *PW, *SD, *TX, UT, *VA, *VI, *VT, WA, WI and *WY.
Step One: For questions 1-32, leave blank any questions that do not apply to you (the student). OMB # 1845-0001
Your full name (exactly as it appears on your Social Security card)
1. Last 2. First 3. Middle
name S AMP L E DO NOT name S U BM I T initial
13. Your e-mail address. (If you provide your e-mail address, we will communicate with you electronically. For example, when your FAFSA has been
processed, you will be notified by e-mail. Your e-mail address will also be shared with your state and the colleges listed on your FAFSA to allow
them to communicate with you. If you prefer to be contacted by postal mail or do not have an e-mail address, please leave this field blank.)
@
14. Are you a U.S. Yes, I am a U.S. citizen (U.S. national). Skip to question 16. 1
15. Alien Registration Number
citizen?
No, but I am an eligible noncitizen. Fill in question 15.
Mark only one. A
2
See Notes page 2. No, I am not a citizen or eligible noncitizen. Skip to question16. 3
Report your marital status as of the date you sign your FAFSA.
If your marital status changes after you sign your FAFSA, you must not change this information.
16. What is your I am single, divorced or widowed ....... 1 MONTH YEAR
17. Month and year you were married,
marital status as I am married/remarried ....................... 2
separated, divorced or widowed MM Y Y Y Y
of today? I am separated..................................... 3
18. What is your STATE 19. Did you become a legal 20. If the answer to question 19 MONTH YEAR
Yes
state of legal resident of this state 1
is “No,” give month and year
residence? before January 1, 2004? No 2 you became a legal resident. MM Y Y Y Y
21. Are you male or Male 1 22. Most male students must register with Selective
female? Service to get federal aid. If you are male, age
Female 2 Register me 1
18-25 and not registered, fill in the circle and we
If female, skip to question 23. will register you.
23. Do not leave this question blank. Have you been convicted for the possession or sale of illegal drugs for an
offense that occurred while you were receiving federal student aid (such as grants, loans or work-study)? Answer No 1
“No” if you have never received federal student aid. If you have a drug conviction, answer “Yes,” but complete and
Yes
submit this application, and we will send you a worksheet in the mail that will help you determine if your conviction 3
affects your eligibility for aid. If you are unsure how to answer this question, call 1-800-433-3243 for help.
Some states and colleges offer aid based on the level of schooling your parents completed.
24. Highest school your father completed Middle school/Jr. high 1 High school 2 College or beyond 3 Other/unknown 4
25. Highest school your mother completed Middle school/Jr. high 1 High school 2 College or beyond 3 Other/unknown 4
26. When you begin college in the 2009-2010 school year, what will be your high school completion status?
High school diploma .............................................................. 1 Home schooled ...................................................................... 3
General Educational Development (GED) certificate .............. 2 None of the above .................................................................. 4
27. Will you have your first bachelor’s degree before July 1, 2009? Yes 1 No 2
30. When you begin the 2009–2010 school year, what do you Teaching credential (nondegree program) ......................... 7
expect your enrollment status to be? See Notes page 2. Graduate or professional degree ........................................ 8
Three-quarter-time .............................................................. 2
Half-time .............................................................................. 3 31. In addition to grants, are you interested in being considered
Less than half-time .............................................................. 4
for work-study or student loans?
Don’t know .......................................................................... 5 Work-study (student aid that you earn through work) ........ 1
in the future? See Notes page 2. Don’t know 3 Don’t know .......................................................................... 5
Answer questions 33–60 about yourself (the student). If you are single, separated, divorced or widowed, answer
Step Two: only about yourself. If you are married as of today, include information about your spouse (husband or wife).
33. For 2008, have you (the student) completed your IRS income 34. What income tax return did you file or will you file for 2008?
tax return or another tax return listed in question 34? IRS 1040 ................................................................... 1
35. If you have filed or will file a 1040, were you eligible to file a 1040A or 1040EZ?
Yes 1 No 2 Don’t know 3
See Notes page 2.
For questions 36–47, if the answer is zero or the question does not apply to you, enter 0. Report whole dollar amounts with no cents.
36. What was your (and spouse’s) adjusted gross income for 2008? Adjusted gross income is on
IRS Form 1040—line 37; 1040A—line 21; or 1040EZ—line 4.
$ S A MP L E
37. Enter your (and spouse’s) income tax for 2008. Income tax amount is on IRS Form 1040—line 56; $
1040A—line 35; or 1040EZ—line 11.
38. Enter your (and spouse’s) exemptions for 2008. Exemptions are on IRS Form 1040—line 6d or
Form 1040A—line 6d. For Form 1040EZ, see Notes page 2.
Questions 39 and 40 ask about earnings (wages, salaries, tips, etc.) in 2008. Answer the questions whether or not a tax return was filed. This information
may be on the W-2 forms, or on IRS Form 1040—lines 7 + 12 + 18 + Box 14 of IRS Schedule K-1 (Form 1065); or 1040A—line 7; or 1040EZ—line 1.
40. How much did your spouse earn from working in 2008? $
41. As of today, what is your (and spouse’s) total current balance of cash, savings and checking $
accounts? Do not include student financial aid.
42. As of today, what is the net worth of your (and spouse’s) investments, including real estate (not $
your home)? Net worth means current value minus debt. See Notes page 2.
43. As of today, what is the net worth of your (and spouse’s) current businesses and/or investment $
farms? For a family farm or family business, see Notes page 2.
a. Education credits (Hope and Lifetime Learning tax credits) from IRS Form 1040—line 50 or 1040A—line 31. $ S A MP L E
b. Child support paid because of divorce or separation or as a result of a legal requirement. Don’t include
support for children in your household, as reported in question 96. $
c. Taxable earnings from need-based employment programs, such as Federal Work-Study and need-based
employment portions of fellowships and assistantships. $
d. Student grant and scholarship aid reported to the IRS in your adjusted gross income. Includes AmeriCorps
benefits (awards, living allowances and interest accrual payments), as well as grant and scholarship portions
$
of fellowships and assistantships.
e. Combat pay or special combat pay. Only enter the amount that was taxable and included in your adjusted
gross income. Do not enter untaxed combat pay reported on the W-2 (Box 12, Code Q). $
47. Student’s 2008 Untaxed Income (Enter the combined amounts for you and your spouse.)
a. Payments to tax-deferred pension and savings plans (paid directly or withheld from earnings), including, but $
not limited to, amounts reported on the W-2 forms in Boxes 12a through 12d, codes D, E, F, G, H and S.
b. IRA deductions and payments to self-employed SEP, SIMPLE, Keogh and other qualified plans from $
IRS Form 1040—line 28 + line 32 or 1040A—line 17.
c. Child support received for all children. Don’t include foster care or adoption payments. $
d. Tax exempt interest income from IRS Form 1040—line 8b or 1040A—line 8b. $
e. Untaxed portions of IRA distributions from IRS Form 1040—lines (15a minus 15b) or 1040A—lines (11a minus
11b). Exclude rollovers. If negative, enter a zero here. $
f. Untaxed portions of pensions from IRS Form 1040—lines (16a minus 16b) or 1040A—lines (12a minus 12b). $
Exclude rollovers. If negative, enter a zero here.
g. Housing, food and other living allowances paid to members of the military, clergy and others (including cash
$
payments and cash value of benefits).
h. Veterans noneducation benefits such as Disability, Death Pension, or Dependency & Indemnity Compensation
(DIC) and/or VA Educational Work-Study allowances. $
i. Other untaxed income not reported, such as workers’ compensation, disability, etc. Don’t include student aid,
earned income credit, additional child tax credit, welfare payments, untaxed Social Security benefits, Supplemental
Security Income, Workforce Investment Act educational benefits, combat pay, benefits from flexible spending $
arrangements (e.g., cafeteria plans), foreign income exclusion or credit for federal tax on special fuels.
j. Money received, or paid on your behalf (e.g., bills), not reported elsewhere on this form. $
Step Three: Answer all questions in this step to determine if you will need to provide parental information.
48. Were you born before January 1, 1986? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Yes 1 No 2
49. As of today, are you married? (Also answer “Yes” if you are separated but not divorced.) . . . . . . . . . . . Yes 1 No 2
50. At the beginning of the 2009–2010 school year, will you be working on a master’s or doctorate Yes No
1 2
program (such as an MA, MBA, MD, JD, PhD, EdD, graduate certificate, etc.)? . . . . . . . . . . . . . . . . . . .
51. Are you currently serving on active duty in the U.S. Armed Forces for purposes other than training?
See Notes page 9. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Yes 1 No 2
52. Are you a veteran of the U.S. Armed Forces? See Notes page 9. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Yes 1 No 2
53. Do you have children who will receive more than half of their support from you between July 1, 2009 Yes No
1 2
and June 30, 2010? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
54. Do you have dependents (other than your children or spouse) who live with you and who receive Yes No
1 2
more than half of their support from you, now and through June 30, 2010? . . . . . . . . . . . . . . . . . . . . . . .
55. At any time since you turned age 13, were both your parents deceased, were you in foster care or Yes No
1 2
were you a dependent or ward of the court? See Notes page 9. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
56. Are you or were you an emancipated minor as determined by a court in your state of legal residence?
See Notes page 9. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Yes 1 No 2
57. Are you or were you in legal guardianship as determined by a court in your state of legal residence? Yes 1 No 2
See Notes page 9. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
58. At any time on or after July 1, 2008, did your high school or school district homeless liaison determine Yes No
that you were an unaccompanied youth who was homeless? See Notes page 9. . . . . . . . . . . . . . . . . . . . . . . . 1 2
59. At any time on or after July 1, 2008, did the director of an emergency shelter or transitional housing
program funded by the U.S. Department of Housing and Urban Development determine that you were Yes 1 No 2
Step Four: Complete this step if you (the student) answered “No” to all questions in Step Three.
Answer all the questions in Step Four about your parents even if you do not live with them. Grandparents, foster parents, legal guardians, aunts and
uncles are not considered parents on this form unless they have legally adopted you. If your parents are living and married to each other, answer the
questions about them. If your parent is single, widowed, divorced, separated or remarried, see the Notes on page 9 for additional instructions.
61. What is your parents’ marital status as of today? 62. Month and year they were MONTH YEAR
Married or remarried ............. 1 Divorced or separated ......... married, separated,
M M Y Y Y Y
3
divorced or widowed
Single ...................................... 2 Widowed .............................. 4
What are the Social Security Numbers, names and dates of birth of the parents reporting information on this form? If your parent
does not have a Social Security Number, you must enter 000-00-0000. Enter two digits for each day and month (e.g., for May 31, enter 05 31).
63. FATHER’S/STEPFATHER’S SOCIAL SECURITY NUMBER 64. FATHER’S/STEPFATHER’S LAST NAME, AND 65. FIRST INITIAL 66. FATHER’S/STEPFATHER’S DATE OF BIRTH
XX X – XX – X X X X S A MP L E , MM D D 1 9 Y Y
67. MOTHER’S/STEPMOTHER’S SOCIAL SECURITY NUMBER 68. MOTHER’S/STEPMOTHER’S LAST NAME, AND 69. FIRST INITIAL 70. MOTHER’S/STEPMOTHER’S DATE OF BIRTH
XX X – XX – X X X X S A MP L E , MM D D 1 9 Y Y
71. Your parents’ e-mail address. If you provide your parents’ e-mail address, we will let them know your FAFSA has been processed. This
e-mail address will also be shared with your state and the colleges listed on your FAFSA to allow them to communicate with your parents.
72. What is your STATE 73. Did your parents 74. If the answer to question 73 is MONTH YEAR
parents’ state become legal residents Yes 1
“No,” give month and year legal
of legal of this state before No 2 residency began for the parent who MM Y Y Y Y
residence? January 1, 2004? has lived in the state the longest.
76. How many people in your parents’ household will be college students between July 1, 2009 and June 30, 2010?
Always count yourself as a college student. Do not include your parents. You may include others only if they will attend, at least half-
time in 2009-2010, a program that leads to a college degree or certificate.
In 2007 or 2008, did you, your parents or anyone in your parents’ household (from question 75) receive benefits from any of the
federal benefits programs listed? Mark all the programs that apply. Answering these questions will not reduce your eligibility for student aid or for
these other benefits. TANF may have a different name in your parents’ state. Call 1-800-4-FED-AID to find out the name of the state’s program.
77. Supplemental Security Income 78. Food Stamps 79. Free or Reduced Price Lunch 80. TANF 81. WIC
82. For 2008, have your parents completed their IRS income 83. What income tax return did your parents file or will they
tax return or another tax return listed in question 83? file for 2008?
My parents will file, but they have not yet completed IRS 1040A or 1040EZ .............................................. 2
their return. ................................................................ 2 A foreign tax return. See Notes page 2. ...................... 3
My parents are not going to file. Skip to question 89. 3 A tax return with Puerto Rico, another U.S. territory
or Freely Associated State. See Notes page 2. .......... 4
84. If your parents have filed or will file a Yes 1 85. As of today, is either of your parents a Yes 1
1040, were they eligible to file a 1040A No dislocated worker? See Notes page 9. No
2 2
or 1040EZ? See Notes page 2.
Don’t know 3 Don’t know 3
86. What was your parents’ adjusted gross income for 2008? Adjusted gross income is on IRS Form $ S A MP L E
1040—line 37; 1040A—line 21; or 1040EZ—line 4.
87. Enter your parents’ income tax for 2008. Income tax amount is on IRS Form 1040—line 56; 1040A— $
line 35; or 1040EZ—line 11.
88. Enter your parents’ exemptions for 2008. Exemptions are on IRS Form 1040—line 6d or on Form
1040A—line 6d. For Form 1040EZ, see Notes page 2.
Questions 89 and 90 ask about earnings (wages, salaries, tips, etc.) in 2008. Answer the questions whether or not a tax return was filed. This information
may be on the W-2 forms, on IRS Form 1040—lines 7 + 12 + 18 + Box 14 of IRS Schedule K-1 (Form 1065); on 1040A—line 7; or on 1040EZ—line 1.
89. How much did your father/stepfather earn from working in 2008? $
90. How much did your mother/stepmother earn from working in 2008? $
91. As of today, what is your parents’ total current balance of cash, savings and checking accounts? $
92. As of today, what is the net worth of your parents’ investments, including real estate
(not your parents’ home)? Net worth means current value minus debt. See Notes page 2. $
93. As of today, what is the net worth of your parents’ current businesses and/or investment farms?
For a family farm or family business, see Notes page 2. $
94. Parents’ 2008 Additional Financial Information (Enter the amounts for your parent[s].)
a. Education credits (Hope and Lifetime Learning tax credits) from IRS Form 1040—line 50 or 1040A—line 31. $
b. Child support paid because of divorce or separation or as a result of a legal requirement. Don’t include
$
support for children in your parents’ household, as reported in question 75.
c. Your parents’ taxable earnings from need-based employment programs, such as Federal Work-Study and
$
need-based employment portions of fellowships and assistantships.
d. Student grant and scholarship aid reported to the IRS in your parents’ adjusted gross income. Includes Ameri-
Corps benefits (awards, living allowances and interest accrual payments), as well as grant and scholarship $
portions of fellowships and assistantships.
e. Combat pay or special combat pay. Only enter the amount that was taxable and included in your parents’
$
adjusted gross income. Do not enter untaxed combat pay reported on the W-2 (Box 12, Code Q).
95. Parents’ 2008 Untaxed Income (Enter the amounts for your parent[s].)
a. Payments to tax-deferred pension and savings plans (paid directly or withheld from earnings), including, but $
not limited to, amounts reported on the W-2 forms in Boxes 12a through 12d, codes D, E, F, G, H, and S.
b. IRA deductions and payments to self-employed SEP, SIMPLE, Keogh and other qualified plans from $
IRS Form 1040—line 28 + line 32 or 1040A—line 17.
c. Child support received for all children. Don’t include foster care or adoption payments. $
d. Tax exempt interest income from IRS Form 1040—line 8b or 1040A—line 8b. $
e. Untaxed portions of IRA distributions from IRS Form 1040—lines (15a minus 15b) or 1040A—lines (11a minus
$
11b). Exclude rollovers. If negative, enter a zero here.
f. Untaxed portions of pensions from IRS Form 1040—lines (16a minus 16b) or 1040A—lines (12a minus 12b).
$
Exclude rollovers. If negative, enter a zero here.
g. Housing, food and other living allowances paid to members of the military, clergy and others (including cash
$
payments and cash value of benefits).
h. Veterans noneducation benefits such as Disability, Death Pension, or Dependency & Indemnity Compensation
(DIC) and/or VA Educational Work-Study allowances. $
i. Other untaxed income not reported, such as workers’ compensation, disability, etc. Don’t include student aid,
earned income credit, additional child tax credit, welfare payments, untaxed Social Security benefits, Supple-
mental Security Income, Workforce Investment Act educational benefits, combat pay, benefits from flexible $
spending arrangements (e.g., cafeteria plans), foreign income exclusion or credit for federal tax on special fuels.
In 2007 or 2008, did you (or your spouse) or anyone in your household (from question 96) receive benefits from any of the federal
benefits programs listed? Mark all the programs that apply. Answering these questions will not reduce your eligibility for student aid or for these other
benefits. TANF may have a different name in your state. Call 1-800-4-FED-AID to find out the name of your state’s program.
98. Supplemental Security Income 99. Food Stamps 100. Free or Reduced Price Lunch 101. TANF 102. WIC
103. As of today, are you (or your spouse) a dislocated worker? See Notes page 9. Yes 1 No 2 Don’t know 3
Step Six: Indicate which colleges you want to receive your FAFSA information.
Enter the six-digit federal school code and your housing plans. You can find the school codes at www.fafsa.ed.gov or you can
call 1-800-4-FED-AID. If you cannot get the code, write in the complete name, address, city and state of the college. For state aid,
you may wish to list your preferred college first. To have more colleges receive your FAFSA information, read What is the FAFSA?
on page 10.
1ST FEDERAL SCHOOL CODE NAME OF STATE HOUSING PLANS
COLLEGE
104.b on campus
104.a S A MP L E OR ADDRESS with parent
1
2
AND CITY
off campus 3
ADDRESS 2
AND CITY
off campus 3
4TH FEDERAL SCHOOL CODE NAME OF STATE
COLLEGE 104.h on campus 1
104.g OR ADDRESS with parent 2
AND CITY off campus 3
FAA Signature
Preparer’s name, firm and address. 108. Employer ID number (or 107)
1
–
109. Preparer’s signature and date DATA ENTRY
1 USE ONLY: P * L E
Answer “Yes” if you were in foster care at any time since you turned age Notes for questions 85 (page 6)
13, even if you are no longer in foster care as of today.
and 103 (page 8)
Answer “Yes” if you were a dependent or ward of the court at any time
since you turned age 13, even if you are no longer a dependent or ward of In general, a person may be considered a dislocated worker if he
the court as of today. or she:
• is receiving unemployment benefits due to being laid off or
Note that the financial aid administrator at your school may require you to
losing a job and is unlikely to return to a previous occupation;
provide proof that you were in foster care or a dependent or ward of the
court. • has been laid off or received a lay-off notice from a job;
Notes for questions 56 and 57 (page 5) • was self-employed but is now unemployed due to economic
conditions or natural disaster; or
Answer “Yes” if you can provide a copy of a court’s decision that as of
today you are an emancipated minor or are in legal guardianship. Also • is a displaced homemaker. A displaced homemaker is generally
answer “Yes” if you can provide a copy of a court’s decision that you were a person who previously provided unpaid services to the family
an emancipated minor or were in legal guardianship immediately before you (e.g., a stay-at-home mom or dad), is no longer supported by
reached the age of being an adult in your state. The court must be located the husband or wife, is unemployed or underemployed, and is
in your state of legal residence at the time the court’s decision was issued. having trouble finding or upgrading employment.
Answer “No” if you are still a minor and the court decision is no longer in If a person quits work, generally he or she is not considered a
effect or the court decision was not in effect at the time you become an dislocated worker even if, for example, the person is receiving
adult. unemployment benefits.
Note that the financial aid administrator at your college may require you to Answer “Yes” to question 85 if your parent is a dislocated
provide proof that you were an emancipated minor or in legal guardianship. worker. Answer “Yes” to question 103 if you or your spouse is a
dislocated worker.
Notes for questions 58–60 (page 5)
Answer “No” to question 85 if your parent is not a dislocated
Answer “Yes” if you received a determination at any time on or after
worker. Answer “No” to question 103 if neither you nor your
July 1, 2008, that you were an unaccompanied youth who was homeless
spouse is a dislocated worker.
or, for question 60, at risk of being homeless.
Answer “Don’t know” to question 85 if you are not sure whether
• “Homeless” means lacking fixed, regular and adequate housing, which your parent is a dislocated worker. Answer “Don’t know” to
includes living in shelters, motels or cars, or temporarily living with other question 103 if you are not sure whether you or your spouse is a
people because you had nowhere else to go. dislocated worker. You can contact your financial aid office for
• “Unaccompanied” means you are not living in the physical custody of assistance in answering these questions.
your parent or guardian.
Note that the financial aid administrator at your school may
• “Youth” means you are 21 years of age or younger or you are still enrolled require you to provide proof that your parent is a dislocated
in high school as of the day you sign this application. worker, if you answered “Yes” to question 85, or that you or your
Notes for questions 58-60 continued in next column. spouse is a dislocated worker, if you answered “Yes” to question
103.
Where can I get more information on student aid? The Paperwork Reduction Act of 1995
The best place for information about student financial aid is the financial aid office
The Paperwork Reduction Act of 1995 says that no one is
at the college you plan to attend. The financial aid administrator can tell you about
required to respond to a collection of information unless it
student aid available from your state, the college itself and other sources.
displays a valid OMB control number, which for this form is
• You can also visit our web sites www.FederalStudentAid.ed.gov or 1845-0001. The time required to complete this form is estimated
www.studentaid.ed.gov. to be one hour, including time to review instructions, search data
• For information by phone you can call our Federal Student Aid Information resources, gather the data needed, and complete and review the
Center at 1-800-4-FED-AID (1-800-433-3243). TTY users (for the hearing information collection. If you have comments about this estimate
impaired) may call 1-800-730-8913. or suggestions for improving this form, please write to: U.S.
• You can also check with your high school counselor, your state aid agency or Department of Education, Washington, DC 20202-4700.
your local library's reference section.
We may request additional information from you to process your
Information about other nonfederal assistance may be available from foundations, application more efficiently. We will collect this additional
religious organizations, community organizations and civic groups, as well as information only as needed and on a voluntary basis.
organizations related to your field of interest, such as the American Medical or
American Bar Association. Check with your parents’ employers or unions to see if
they award scholarships or have tuition payment plans.
Sample - Do not submit Page 10