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Before You Begin: Documents You'll Need

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You will need information from the following documents to complete the FAFSA and other financial aid application forms.

  • The student's driver's license and social security card.
  • The student's income tax returns, W-2 forms, and 1099 forms for the previous year. If the student is married, you will also need the documents for the student's spouse.
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  • The parents' income tax returns, W-2 forms, and 1099 forms for the previous year.
  • Current bank statements and mortgage information.
  • Records relating to stocks, bonds, mutual funds, and other investments.
  • Documentation of non-taxable income, such as Social Security income, AFDC, and Veterans Benefits.
  • Business and farm records.
  • Records relating to any unusual family financial circumstances, such as medical and dental expenses not covered by health insurance, tuition expenses at elementary or secondary schools, unusually high child care costs, death, divorce, and loss of employment.

Make a photocopy of each document and keep it in a file folder with a photocopy of the completed financial aid applications. You will find this helpful not only because applications are sometimes lost, but in case your application is selected for verification.

If your application is selected for verification, you will be required to provide the financial aid office with copies of all of the documents listed above. All schools verify at least 1/3 of the students, and some do 100% verification.

If you need further help on the FAFSA, you'll find lots of helpful advice here.

 

 
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