FinAid | Calculators | Streamlined Expected Family Contribution (EFC) Calculator

Streamlined Expected Family Contribution (EFC) Calculator

This is a streamlined version of FinAid's Expected Family Contribution (EFC) Calculator. It calculates the EFC for a single year, so please enter annual figures.

Each section of this form includes more detailed instructions for the items in that section. For help with a particular question, click on the question mark (?) adjacent to the field label.

Show:

Need Analysis Methodology:

Use Tables for Award Year:

Student Status:

Enrollment:
	Full Time 3/4 Time Half Time Less Than half time

Dependency Status:
	Dependent Student Independent Student

If independent, do you have any dependents other than yourself and a spouse?
	Yes No

If independent, please indicate your marital status:
	Single Married (only student is enrolled at least half time) Married (student and spouse both enrolled at least half time)

Family Information:

Household Size (Number in Family): ?
Number in College: ?

Parent Information:

Were your parents required to file a tax return during the tax year prior to the award year?
Yes
No

If your parents filed a tax return, were they eligible to file an IRS Form 1040A, 1040EZ, or 1040TEL?
Yes
No

Number of Parents:
One
Two

State of Legal Residence: ?

Age of Older Parent: ?

Adjusted Gross Income (AGI): ?

Federal Tax Paid: ?

Earned Income (Father/Stepfather): ?

Earned Income (Mother/Stepmother): ?

Worksheet A (Untaxed Benefits): ?

Worksheet B (Tax-Deferred & Untaxed Income): ?

Worksheet C (Student Aid Included in AGI): ?

Liquid Assets (Cash, Savings, Checking): ?

Net Home Equity: ?

Net Worth Business or Farm: ?

Other Investments: ?

Student Information:

Were you (or your spouse) required to file a tax return during the tax year prior to the award year?
Yes
No

If you (or your spouse) filed a tax return, were you eligible to file an IRS Form 1040A, 1040EZ, or 1040TEL?
Yes
No

State of Legal Residence: ?

Student Age as of December 31, 2010: ?

Adjusted Gross Income (AGI): ?

Federal Tax Paid: ?

Earned Income (Student): ?

Earned Income (Student's Spouse): ?

Worksheet A (Untaxed Benefits): ?

Worksheet B (Tax-Deferred & Untaxed Income): ?

Worksheet C (Student Aid Included in AGI): ?

Liquid Assets (Cash, Savings, Checking): ?

Net Home Equity: ?

Net Worth Business or Farm: ?

Other Investments: ?

Scholarships and Other Resources: ?