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Sample FAFSA2009

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0% found this document useful (0 votes)
18 views10 pages

Sample FAFSA2009

Uploaded by

LordKrungharr
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Sample - Do not submit

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.

Applying by the Deadlines AK April 15, 2009 (date received)


AR Academic Challenge - June 1, 2009
For federal aid, submit your application as early as possible, but no earlier than Workforce Grant - Contact your financial aid
January 1, 2009. We must receive your application no later than June 30, 2010. Your administrator.
college must have your correct, complete information by your last day of enrollment Higher Education Opportunity Grant
in the 2009-2010 school year. - June 1, 2009 (fall term)
- November 1, 2009 (spring term)
For state or college aid, the deadline may be as early as January 2009. See the table (date received)
to the right for state deadlines. You may also need to complete additional forms. AZ March 1, 2009 (date received)
*^CA Initial awards - March 2, 2009
Check with your high school guidance counselor or a financial aid administrator at Additional community college awards
your college about state and college sources of student aid and deadlines. - September 2, 2009 (date postmarked)
#*CT February 15, 2009 (date received)
If you are filing close to one of these deadlines, we recommend you file online at
*DC June 30, 2009 (date received by state)
www.fafsa.ed.gov. This is the fastest and easiest way to apply for aid. DE April 15, 2009 (date received)
FL May 15, 2009 (date processed)
Using Your Tax Return ^IA July 1, 2009 (date received)
* #*ID Opportunity Grant - March 1, 2009
If you are supposed to file a 2008 federal income tax return, we recommend that you

STATE AID DEADLINES


(date received)
complete it before filling out this form. If you have not yet filed your return, you can #IL First-time applicants - September 30, 2009
still submit your FAFSA, but you must provide income and tax information. Once you Continuing applicants - August 15, 2009
file your tax return, correct any income or tax information that is different from what (date received)
you initially submitted on your FAFSA. IN March 10, 2009 (date received)
#*KS April 1, 2009 (date received)
Filling Out the FAFSA #KY March 15, 2009 (date received)
^LA July 1, 2009 (date received)
Your answers on this form will be read electronically. Therefore: #^MA May 1, 2009 (date received)
MD March 1, 2009 (date received)
ME May 1, 2009 (date received)
• use black ink and fill in circles completely: Correct Incorrect MI March 1, 2009 (date received)
• print clearly in CAPITAL letters and skip MN 30 days after term starts (date received)
a box between words: 15 ELM ST MO April 1, 2009 (date received)
* #MS MTAG and MESG Grants - September 15, 2009
• report dollar amounts (such as $12,356.41) HELP Scholarship - March 31, 2009
like this:
$ 12356 no cents (date processed)
* #MT March 1, 2009 (date received)
Green is for student information and purple is for parent information. ND March 15, 2009 (date received)
NH May 1, 2009 (date received)
If you or your family has unusual circumstances (such as loss of employment), ^NJ June 1, 2009, if you received a Tuition Aid Grant
complete this form to the extent you can, then submit it as instructed and consult in 2008-2009
with the financial aid office at the college you plan to attend. All other applicants
- October 1, 2009, fall & spring terms
For more information or help in filling out the FAFSA, call 1-800-4-FED-AID - March 1, 2010, spring term only
(1-800-433-3243). TTY users (for the hearing impaired) may call 1-800-730-8913. (date received)
*^NY May 1, 2010 (date received)
OH October 1, 2009 (date received)
Mailing Your FAFSA * #OK April 15, 2009 (date received) for best consideration
After you complete this application, make a copy of pages 3 through 8 for your *PA All 2008-2009 State Grant recipients & all
non-2008-2009 State Grant recipients in degree
records. Then mail the original of pages 3 through 8 in the attached envelope or send
programs - May 1, 2009
it to: Federal Student Aid Programs, P.O. Box 7001, Mt. Vernon, IL 62864-0071. All other applicants - August 1, 2009
After your application is processed, you will receive a summary of your information in (date received)
your Student Aid Report (SAR). If you provide an e-mail address, your SAR will be #RI March 1, 2009 (date received)
SC Tuition Grants - June 30, 2009 (date received)
sent by e-mail within 3-5 days. If you do not provide an e-mail address, your SAR will
* #TN State Grant - March 1, 2009
be mailed to you within three weeks. If you would like to check the status of your State Lottery - September 1, 2009
FAFSA, go to www.fafsa.ed.gov or call 1-800-4-FED-AID. (date received)
#*^WV March 1, 2009 (date received)
Let’s Get Started!
# For priority consideration, submit application by date specified.
Now go to page 3 of the application form and begin filling it out. Refer to the ^ Applicants encouraged to obtain proof of mailing.
notes as instructed. * Additional form may be required.

Sample - Do not submit


Sample - Do not submit
Notes for questions 14 and 15 (page 3) Notes for questions 38 (page 4)
If you are an eligible noncitizen, write in your eight- or nine-digit Alien and 88 (page 7) — Notes for those who filed a 1040EZ
Registration Number. Generally, you are an eligible noncitizen if you
On the 1040EZ, if a person checked either the “you” or “spouse” box
are (1) a permanent U.S. resident with a Permanent Resident Card
on line 5, use 1040EZ worksheet line F to determine the number of
(I-551); (2) a conditional permanent resident (I-551C); or (3) the holder
exemptions ($3,500 equals one exemption). If a person didn’t check
of an Arrival-Departure Record (I-94) from the Department of
either box on line 5, enter 01 if he or she is single, or 02 if he or she is
Homeland Security showing any one of the following designations:
married.
“Refugee,” “Asylum Granted,” “Parolee” (I-94 confirms that you were
paroled for a minimum of one year and status has not expired), “Victim
Notes for questions 42 and 43 (page 4)
of human trafficking,” T-Visa holder (T-1, T-2, T-3, etc.) or “Cuban-
Haitian Entrant.” and 92 and 93 (page 7)
Net worth means current value minus debt. If net worth is one million
If you are in the U.S. on an F1 or F2 student visa, a J1 or J2 exchange
dollars or more, enter $999,999. If net worth is negative, enter 0.
visitor visa, or a G series visa (pertaining to international organizations),
select “No, I am not a citizen or eligible noncitizen.” You will not be Investments include real estate (do not include the home you live in),
eligible for federal student aid; however, you should still complete the trust funds, UGMA and UTMA accounts, money market funds, mutual
application because you may be eligible for state or college aid. funds, certificates of deposit, stocks, stock options, bonds, other
securities, installment and land sale contracts (including mortgages
Notes for question 30 (page 4) held), commodities, etc.
For undergraduates, select the enrollment status for the college you Investments also include qualified educational benefits or education
will most likely attend. savings accounts such as Coverdell savings accounts, 529 college
savings plans and the refund value of 529 prepaid tuition plans. For a
• “Full-time” generally means taking at least 12 credit hours in a term student who does not report parental information, the accounts owned
or 24 clock hours per week. by the student (and the student’s spouse) are reported as student
• “3/4-time” generally means taking at least 9 credit hours in a term or investments in question 42. For a student who must report parental
information, the accounts are reported as parental investments in
18 clock hours per week.
question 92, including all accounts owned by the student and all
• “Half-time” generally means taking at least 6 credit hours in a term or accounts owned by the parents for any member of the household.
12 clock hours per week.
Investments do not include the home you live in, the value of life
insurance, retirement plans (401[k] plans, pension funds, annuities,
Notes for question 32 (page 4)
non-education IRAs, Keogh plans, etc.) or cash, savings and checking
The Teacher Education Assistance for College and Higher Education accounts already reported in questions 41 and 91.
(TEACH) Grant Program provides grants to students enrolled in a
Investment value means the current balance or market value of these
participating college who intend to teach in a public or private
investments as of today. Investment debt means only those debts that
elementary or secondary school that serves students from low-income
are related to the investments.
families. Answer “Yes” to learn more about the TEACH Grant. Answer
“No” if you are not interested in the TEACH Grant. Answer “Don’t Business and/or investment farm value includes the market value of
know” if you are not sure but would like more information about the land, buildings, machinery, equipment, inventory, etc. Business and/or
TEACH Grant. Additional information about the TEACH Grant Program investment farm debt means only those debts for which the business
is available at www.teachgrant.ed.gov. or investment farm was used as collateral.
Business value does not include the value of a small business if your
Notes for questions 34 (page 4) family owns and controls more than 50 percent of the business and the
and 83 (page 6) business has 100 or fewer full-time or full-time equivalent employees.
For small business value, your family includes (1) persons directly
If you filed or will file a foreign tax return, a tax return with Puerto Rico, related to you, such as a parent, sister or cousin, or (2) persons who
another U.S. territory (e.g., Guam, American Samoa, the U.S. Virgin are or were related to you by marriage, such as a spouse, stepparent
Islands, Swain’s Island or the Northern Marianas Islands) or one of the or sister-in-law.
freely associated states (i.e., the Republic of Palau, the Republic of the
Marshall Islands or the Federated States of Micronesia), use the Investment farm value does not include the value of a family farm
information from that return to fill out this form. If you filed a foreign that you (your spouse and/or your parents) live on and operate.
return, convert all monetary units to U.S. dollars, using the exchange
rate that is in effect today. To view the daily exchange rate, go to Notes for question 45 (page 4)
www.federalreserve.gov/releases/h10/update.
Enter the correct number in the box in question 45 to indicate what
Notes for questions 35 (page 4) type of veterans education benefits you will receive.
and 84 (page 6) Enter 1 for Montgomery GI Bill - Active Duty (Chapter 30)
In general, a person is eligible to file a 1040A or 1040EZ if he or she Enter 2 for Post-9/11 GI Bill (Chapter 33)
makes less than $100,000, does not itemize deductions, does not Enter 3 for Montgomery GI Bill - Selected Reserve (Chapter 1606)
receive income from his or her own business or farm and does not
receive alimony. A person is not eligible to file a 1040A or 1040EZ if he Enter 4 for Reserve Educational Assistance Program (Chapter 1607)
or she makes $100,000 or more, itemizes deductions, receives income Enter 5 for Vocational Rehabilitation and Employment (Chapter 31)
from his or her own business or farm, is self-employed, receives Enter 6 for Dependents’ Educational Assistance (Chapter 35)
alimony or is required to file Schedule D for capital gains. If you filed a
1040 only to claim Hope or Lifetime Learning credits, and you would Enter 7 for any other type of veterans education benefits
have otherwise been eligible for a 1040A or 1040EZ, you should Note that the financial aid administrator at your college will need you to
answer “Yes” to this question. If you filed a 1040 and were not provide information about the amount of education benefits you will
required to file a tax return, you should answer “Yes” to this question. receive.

Sample - Do not submit Page 2 Notes continued on page 9.


Sample - Do not submit

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

Your permanent mailing address


4. Number and
street (include
apt. number)
5. City (and 6. State 7. ZIP code
country if not
U.S.)
8. Your Social Security Number 9. Your date MONTH DAY YEAR 10. Your permanent telephone number
of birth
XX X — XX — X X XX M M D D 1 9 Y Y ( ) —

11. Your driver’s 12. Your driver’s


license number license state

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

Step One CONTINUED on page 4


Sample - Do not submit Page 3 For Help–www.studentaid.ed.gov/completefafsa
Sample - Do not submit
Step One CONTINUED from page 3
28. When you begin the 2009-2010 school year, what will be 29. When you begin the 2009-2010 school year, what degree
your grade level? or certificate will you be working on?
Never attended college and 1st year undergraduate ......... 0
1st bachelor’s degree ......................................................... 1

Attended college before and 1st year undergraduate ........ 1


2nd bachelor’s degree ........................................................ 2

2nd year undergraduate/sophomore................................... 2


Associate degree (occupational or technical program) ...... 3
3
3rd year undergraduate/junior ............................................ Associate degree (general education or transfer program) . 4
4th year undergraduate/senior ........................................... 4
Certificate or diploma (occupational, technical or
5th year/other undergraduate ............................................ 5
education program of less than two years) ......................... 5

1st year graduate/professional .......................................... 6


Certificate or diploma (occupational, technical or
Continuing graduate/professional or beyond .................... 7 education program of two or more years) ........................... 6

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

Full-time .............................................................................. 1 Other/undecided .................................................................. 9

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

Student loans (which you must pay back) .......................... 2


32. Are you planning to complete coursework Yes 1
necessary to become an elementary or Both work-study and student loans .................................... 3

secondary school teacher, either now or No 2 Neither ................................................................................. 4

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

I have already completed my return. .......................... IRS 1040A or 1040EZ ............................................... 2


1
A foreign tax return. See Notes page 2. .................. 3
I will file, but I have not yet completed my return. ....... 2
A tax return with Puerto Rico, another U.S. territory
I’m not going to file. Skip to question 39. ...................... 3 or Freely Associated State. See Notes page 2. ...... 4

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.

39. How much did you earn from working in 2008? $

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.

44. Will you receive veterans Yes 1


45. What type of veterans education benefits will
education benefits between you receive? See Notes page 2 and enter the
No 2
July 1, 2009 and June 30, 2010? correct number in the box.
If no, skip to question 46.

Step Two CONTINUED on page 5


Sample - Do not submit Page 4 For Help — 1-800-433-3243
Sample - Do not submit
Step Two CONTINUED from page 4
46. Student’s 2008 Additional Financial Information (Enter the combined amounts for you and your spouse.)

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

an unaccompanied youth who was homeless? See Notes page 9. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .


60. At any time on or after July 1, 2008, did the director of a runaway or homeless youth basic center or
transitional living program determine that you were an unaccompanied youth who was homeless or Yes 1 No 2

were self-supporting and at risk of being homeless? See Notes page 9. . . . . . . . . . . . . . . . . . . . . . . .


Sample - Do not submit Page 5 For Help–www.studentaid.ed.gov/completefafsa
Sample - Do not submit
If you (the student) answered “No” to every question in Step Three, go to Step Four.
If you answered “Yes” to any question in Step Three, skip Step Four and go to Step Five on page 8.
(Health professions students: Your college may require you to complete Step Four even if you answered “Yes” to any Step Three question.)

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.

75. How many people are in your parents’ household?


Include:
• yourself, even if you don’t live with your parents,
• your parents,
• your parents’ other children if (a) your parents will provide more than half of their support between July 1, 2009 and June 30, 2010, or
(b) the children could answer “No” to every question in Step Three on page 5 of this form, and
• other people if they now live with your parents, your parents provide more than half of their support and your parents will continue to
provide more than half of their support between July 1, 2009 and June 30, 2010.

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 have already completed their return. ..... 1


IRS 1040 .................................................................. 1

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

Step Four CONTINUED on page 7


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Sample - Do not submit
Step Four CONTINUED from page 6
For questions 86–95, if the answer is zero or the question does not apply, enter 0. Report whole dollar amounts with no cents.

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.

Sample - Do not submit Page 7 For Help–www.studentaid.ed.gov/completefafsa


Sample - Do not submit
Step Five: Complete this step only if you (the student) answered “Yes” to any question in Step Three.
96. How many people are in your household?
Include:
• yourself (and your spouse),
• your children, if you will provide more than half of their support between July 1, 2009 and June 30, 2010, and
• other people, if they now live with you, you provide more than half of their support and you will continue to provide more than half
of their support between July 1, 2009 and June 30, 2010.
97. How many people in your (and your spouse’s) household will be college students between July 1, 2009 and
June 30, 2010? Always count yourself as a college student. 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 (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

2ND FEDERAL SCHOOL CODE NAME OF STATE


COLLEGE 104.d on campus 1
104.c OR with parent
ADDRESS 2
AND CITY off campus 3
3RD FEDERAL SCHOOL CODE NAME OF STATE
COLLEGE 104.f on campus
104.e OR with parent
1

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

Step Seven: Read, sign and date.


If you are the student, by signing this application you certify that you (1) will use 105. Date this form was completed.
federal and/or state student financial aid only to pay the cost of attending an MONTH DAY
institution of higher education, (2) are not in default on a federal student loan or have
made satisfactory arrangements to repay it, (3) do not owe money back on a federal
student grant or have made satisfactory arrangements to repay it, (4) will notify your MM D D 2009 or 2010
college if you default on a federal student loan and (5) will not receive a Federal Pell
Grant from more than one college for the same period of time. 106. Student (Sign below)
If you are the parent or the student, by signing this application you agree, if asked,
to provide information that will verify the accuracy of your completed form. This
information may include U.S. or state income tax forms that you filed or are required
1
SAMPLE DO NOT SUBMIT
to file. Also, you certify that you understand that the Secretary of Education has
the authority to verify information reported on this application with the
Internal Revenue Service and other federal agencies. If you sign any document Parent (A parent from Step Four sign below)
related to the federal student aid programs electronically using a Personal
Identification Number (PIN), you certify that you are the person identified by the PIN
and have not disclosed that PIN to anyone else. If you purposely give false or
2
SAMPLE DO NOT SUBMIT
misleading information, you may be fined up to $20,000, sent to prison, or both.

If you or your family paid a fee for someone


107. Preparer’s Social Security Number (or 108) COLLEGE USE ONLY: Federal School Code
to fill out this form or to advise you on how to
fill it out, that person must complete this part. XX X – XX – X X X X D/O 1

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

Sample - Do not submit Page 8 For Help—1-800-433-3243


Sample - Do not submit
Notes for question 51 (page 5) Notes for questions 58–60 (page 5) continued
Answer “Yes” if you are currently serving in the U.S. Armed Forces or are a Answer “No” if you are not homeless, at risk of being homeless or
National Guard or Reserves enlistee who is on active duty for other than if you do not have a determination. You should contact your
state or training purposes. financial aid office for assistance if you do not have a
determination but believe you are an unaccompanied youth who
Answer “No” if you are a National Guard or Reserves enlistee who is on
is homeless or are an unaccompanied youth providing for your
active duty for state or training purposes.
own living expenses who is at risk of being homeless.
Notes for question 52 (page 5) Note that the financial aid administrator at your college may
Answer “Yes” (you are a veteran) if you (1) have engaged in active duty in require you to provide a copy of the determination if you
the U.S. Armed Forces (Army, Navy, Air Force, Marines or Coast Guard) or answered “Yes” to one of these questions.
are a National Guard or Reserve enlistee who was called to active duty for
other than state or training purposes, or were a cadet or midshipman at one Notes for Step Four, questions 61–95 (pages 6 and 7)
of the service academies, and (2) were released under a condition other Additional instructions about who is considered a parent on this
than dishonorable. Also answer “Yes” if you are not a veteran now but will form:
be one by June 30, 2010.
• If your parent is widowed or single, answer the questions about
Answer “No” (you are not a veteran) if you (1) have never engaged in active that parent.
duty in the U.S. Armed Forces, (2) are currently a ROTC student or a cadet
or midshipman at a service academy, (3) are a National Guard or Reserve • If your widowed parent is remarried as of today, answer the
enlistee activated only for state or training purposes, or (4) were engaged in questions about that parent and your stepparent.
active duty in the U.S. Armed Forces but released under dishonorable • If your parents are divorced or separated, answer the questions
conditions. about the parent you lived with more during the past 12
Also answer “No” if you are currently serving in the U.S. Armed Forces and months. (If you did not live with one parent more than the other,
will continue to serve through June 30, 2010. give answers about the parent who provided more financial
support during the past 12 months, or during the most recent
Notes for question 55 (page 5) year that you actually received support from a parent.) If this
Answer “Yes” if you had no living parent (biological or adoptive) at any time parent is remarried as of today, answer the questions about
since you turned age 13, even if you are now adopted. that parent and your stepparent.

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.

Sample - Do not submit Page 9


Sample - Do not submit
Information on the Privacy Act and
What is the FAFSA? use of your Social Security Number
Why fill out a FAFSA? We use the information that you provide on this form to determine
The Free Application for Federal Student Aid (FAFSA) is the first step in the if you are eligible to receive federal student financial aid and the
financial aid process. You use the FAFSA to apply for federal student aid, such as amount that you are eligible to receive. Sections 483 and 484 of
grants, loans and work-study. In addition, most states and colleges use the Higher Education Act of 1965, as amended, give us the
information from the FAFSA to award nonfederal aid. authority to ask you and your parents these questions, and to
collect the Social Security Numbers of you and your parents. We
Why all the questions? use your Social Security Number to verify your identity and
retrieve your records, and we may request your Social Security
The questions on the FAFSA are required to calculate your Expected Family
Number again for those purposes.
Contribution (EFC). The EFC measures your family’s financial strength and
determines your eligibility for federal student aid. Your state and the colleges you State and institutional student financial aid programs may also
list may also use some of your responses. They will determine if you may be use the information that you provide on this form to determine if
eligible for school or state aid, in addition to federal aid. you are eligible to receive state and institutional aid and the need
How do I find out what my Expected Family Contribution (EFC) is? that you have for such aid. Therefore, we will disclose the
information that you provide on this form to each institution you
Your EFC will be listed on your Student Aid Report (SAR). Your SAR summarizes list in questions 104a - 104h, state agencies in your state of legal
the information you submitted on your FAFSA. It is important to review your SAR residence and the state agencies of the states in which the
to make sure all of your information is correct and complete. Make corrections or colleges that you list in questions 104a - 104h are located.
provide additional information, as necessary.
If you are applying solely for federal aid, you must answer all of
How much aid do I get? the following questions that apply to you: 1-9, 14-16, 18, 21-23,
Using the information on your FAFSA and your EFC, the financial aid office at your 26-28, 33-37, 39-61, 63-70, 72, 75-87, 89-103, 105-106. If you do
college will determine the amount of aid you will receive. The colleges use your not answer these questions, you will not receive federal aid.
EFC to prepare a financial aid package to help you meet your financial need.
Financial need is the difference between your EFC and your college’s cost of Without your consent, we may disclose information that you
attendance (which can include living expenses), as determined by the college. If provide to entities under a published “routine use.” Under such a
you or your family have unusual circumstances that should be taken into account, routine use, we may disclose information to third parties that we
contact your college’s financial aid office. Some examples of unusual have authorized to assist us in administering the above programs;
circumstances are: unusual medical or dental expenses or a large change in to other federal agencies under computer matching programs,
income from last year to this year. such as those with the Internal Revenue Service, Social Security
Administration, Selective Service System, Department of
When do I get the aid? Homeland Security, Department of Justice and Veterans Affairs;
Any financial aid you are eligible to receive will be paid to you through your to your parents or spouse; and to members of Congress if you
college. Typically, your college will first use the aid to pay tuition, fees and room ask them to help you with student aid questions.
and board (if provided by the college). Any remaining aid is paid to you for your
other educational expenses. If you are eligible for a Federal Pell Grant, you may If the federal government, the U.S. Department of Education, or
receive it from only one college for the same period of enrollment. an employee of the U.S. Department of Education is involved in
litigation, we may send information to the Department of Justice,
How can I have more colleges receive my FAFSA information? or a court or adjudicative body, if the disclosure is related to
If you are completing a paper FAFSA, you can only list four colleges in the school financial aid and certain conditions are met. In addition, we may
code step. You may add more colleges by doing one of the following: send your information to a foreign, federal, state, or local
enforcement agency if the information that you submitted
1. Use the Federal Student Aid PIN you will receive after your FAFSA has been indicates a violation or potential violation of law, for which that
processed and go to FAFSA on the Web at www.fafsa.ed.gov. Select the “Add agency has jurisdiction for investigation or prosecution. Finally,
or Delete a School Code” link. we may send information regarding a claim that is determined to
2. Use the Student Aid Report (SAR), which you will receive after your FAFSA is be valid and overdue to a consumer reporting agency. This
processed. Your Data Release Number (DRN) verifies your identity and will be information includes identifiers from the record; the amount,
listed on the first page of your SAR. You can call 1-800-4-FED-AID and provide status and history of the claim; and the program under which the
your DRN to a customer service representative, who will add more school claim arose.
codes for you.
State Certification
3. Provide your DRN to the financial aid administrator at the college you want
added, and he or she can add their school code to your FAFSA. By submitting this application, you are giving your state financial
Note: Your FAFSA record can only list up to ten school codes. If there are ten aid agency permission to verify any statement on this form and to
school codes on your record, any new school codes that you add will replace one obtain income tax information for all persons required to report
or more of the school codes listed. income on this form.

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

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