Fafsa on Web Worksheet 2009-2010

DO NOT MAIL THIS WORKSHEET.
You must complete and submit a Free Application for Federal Student Aid
(FAFSA) to apply for federal student aid and to apply for most state and
college aid. Applying online with FAFSA on the Web at www.fafsa.ed.gov is
faster and easier than using a paper FAFSA.
For state or college aid, the deadline may be as early as January 2009.
See the table to the right for state deadlines. Check with your high
school counselor or your college's financial aid administrator about
other deadlines.
• This Worksheet is optional and should only be completed if you plan to
use FAFSA on the Web.
• Sections in purple are for parent information.
• In parentheses after each question is the number that is used on FAFSA on
the Web and the paper FAFSA. However, not all of the questions appear on
this worksheet.
• Submit your FAFSA early, but not before January 1, 2009.
Apply Faster--Sign your FAFSA with a Federal Student Aid PIN.
If you do not have a PIN, you can apply for one at www.pin.ed.gov. Your PIN
allows you to electronically sign when you submit your FAFSA. If you are
providing parent information, one parent must also sign your FAFSA. To sign
electronically, your parent should also apply for a PIN.

You will need the following information to complete this
Worksheet:
❏ Your Social Security Number and your parents' Social Security Numbers if
you are providing parent information;
❏ Your driver's license number if you have one;
❏ Your Alien Registration Number if you are not a U.S. citizen;
❏ 2008 federal tax information or tax returns (including IRS W-2
information) for yourself (and spouse if you are married) and for your
parents if you are providing parent information. If you have not yet filed a
2008 income tax return, you can still submit your FAFSA but you must
provide income and tax information.
❏ Records of untaxed income, such as Social Security benefits, welfare
benefits (e.g., TANF), and veterans benefits, for yourself, and your parents
if you are providing parent information; and
❏ Information on savings, investments, and business and farm assets for
yourself, and your parents if you are providing parent information.
WARNING!
Be wary of organizations that
charge a fee to submit your
application or to find you money
for college. In general, the help
you pay for can be obtained for
free from your college or from
Federal Student Aid.
WWW.FAFSA.ED.GOV

NOTE:
If you or your family have unusual
circumstances (such as loss of
employment), complete FAFSA on
the Web to the extent you can, then
submit the application and consult
the financial aid office at the
college you plan to attend.
10-6-08 DRAFT

STATE AID DEADLINES
Check with your financial aid administrator for these
states and territories:
AL, *AS, CO, *FM, GA, *GU, *HI, *MH, *MP, NE, *NM,
*NV, OR, PR, *PW, *SD, *TX, UT, *VA, *VI, *VT, WA, WI and *WY.

AK
AR

AZ
*CA
#*CT
*DC
DE
FL
IA
#*ID
#IL
IN
#*KS
#KY
LA
#MA
MD
ME
MI
MN
MO
#MS
#MT
NC
ND
NH
NJ

*NY
OH
#OK
*PA

#RI
SC
#TN
*WV

April 15, 2009 (date received)
Academic Challenge - June 1, 2009
Workforce Grant - Contact your financial aid
administrator
Higher Education Opportunity Grant
- June 1, 2009 (fall term)
- November 1, 2009 (spring term)
(date received)
March 1, 2010 (date received)
Initial awards - March 2, 2009
Additional community college awards
- September 2, 2009 (date postmarked)
February 15, 2009 (date received)
June 30, 2009 (date received by state)
April 15, 2009 (date received)
May 15, 2009 (date processed)
July 1, 2009 (date received)
Opportunity Grant - March 1, 2009 (date received)
First-time applicants - September 30, 2009
Continuing applicants - August 15, 2009 (date received)
March 10, 2009 (date received)
April 1, 2009 (date received)
March 15, 2009 (date received)
July 1, 2009 (date received)
May 1, 2009 (date received)
March 1, 2009 (date received)
May 1, 2009 (date received)
March 1, 2009 (date received)
30 days after term starts (date received)
April 1, 2009 (date received)
MTAG and MESG Grants - September 15, 2009
HELP Scholarship - March 31, 2009 (date processed)
March 1, 2009 (date received)
March 15, 2009 (date received)
March 15, 2009 (date received)
May 1, 2009 (date received)
June 1, 2009, if you received a Tuition Aid Grant
in 2008 -2009
All other applicants
- October 1, 2009, fall & spring terms
- March 1, 2010, spring term only (date received)
May 1, 2010 (date received)
October 1, 2009 (date received)
April 15, 2009 (date received) for best consideration
All 2008 - 2009 State Grant recipients & all
non-2008 - 2009 State Grant recipients in degree
programs - May 1, 2009
All other applicants - August 1, 2009 (date received)
March 1, 2009 (date received)
Tuition Grants - June 30, 2009 (date received)
State Grant - March 1, 2009
State Lottery - September 1, 2009 (date received)
March 1, 2009 (date received)

# For priority consideration, submit application by date specified.
* Additional form may be required.

2009-2010 FAFSA ON THE WEB WORKSHEET PAGE 1

SECTION 1 – STUDENT INFORMATION
Questions are ordered as they appear on FAFSA on the Web, but after you are online you may be able to skip some questions based
on your answers to earlier questions.
Your last name (Q1)
Your Social Security Number (Q8)

-

-

Your driver’s license number (optional) (Q11)
Are you a U.S. citizen? (Q14)
If you are neither a citizen nor an eligible noncitizen, you are
not eligible for federal student aid. However, you should still
complete the application, because you may be eligible for state
or college aid.
If you are in the U.S. on an F1 or F2 student visa, or a J1 or J2
exchange visitor visa, or a G series visa (pertaining to
international organizations), you must answer “Neither citizen
nor eligible noncitizen.”

❏ U.S. citizen (U.S. national)
❏ Eligible noncitizen Generally you are an eligible noncitizen if you are:

• A permanent U.S. resident with a Permanent Resident Card (I-551);
• A conditional permanent resident (I-551C); or
• The holder of an Arrival-Departure Record (I-94) from the Department of Homeland Security
showing any of the following designations: “Refugee,” “Asylum Granted,” “Parolee” (I-94
confirms paroled for a minimum of one year and status has not expired), “Victim of human
trafficking,” T-Visa holder (T-1, T-2, T-3, etc.) or “Cuban-Haitian Entrant.”

❏ Neither citizen nor eligible noncitizen

Your Alien Registration Number (Q15)
If you are an eligible noncitizen, enter your eight- or nine-digit Alien Registration Number.

A
❏ Single, divorced, or widowed
❏ Married/remarried ❏ Separated

What is your marital status as of today? (Q16)
“As of today” refers to the day that you sign your FAFSA.

Month and year you were married, separated, divorced or widowed (Q17)
(Example: Month and year: 05/1998)

M

M

Y

Y

Y

Y

Y

Y

Y

What is your state of legal residence? (Q18)
Enter the date you became a legal resident of your state if it was not before
January 1, 2004? (Q20) (Example: Month and year: 05/2005)
Most male students must register with Selective Service to get federal aid. If
you are male age of 18-25 and NOT registered, select "Register Me". (Q22)
Have you been convicted for the possession or sale of illegal drugs for an
offense that occurred while you were receiving federal student aid (grants,
loans, and/or work-study)? (Q23)
Do not count convictions that have been removed from your record, or occurred before you turned
age 18, unless you were tried as an adult. If you answer “Yes,” you can use an interactive worksheet
when completing the FAFSA online. Based on your answers to the worksheet questions, you can
determine if the conviction affects your eligibility for federal student aid, but you should still submit
your application because you may qualify for state or college aid.

Highest school your father completed (Q24)
Some states and colleges offer aid based upon the level of schooling your parents have completed.

Highest school your mother completed (Q25)
Some states and colleges offer aid based upon the level of schooling your parents have completed.

When you begin the 2009-2010
school year, what degree or
certificate will you be working
on? (Q29)

M

10-6-08 DRAFT

Y

❏ Register Me

❏ Yes
❏ No

❏ Middle school/Jr. High ❏ College or beyond
❏ High school
❏ Other/unknown
❏ Middle school/Jr. High ❏ College or beyond
❏ High school
❏ Other/unknown

❏ 1st bachelor’s degree
❏ 2nd bachelor’s degree
❏ Associate degree (occupational/technical program)
❏ Associate degree (general education or transfer program)
❏ Certificate or diploma for completing an occupational,
technical, or educational program of less than two years

PAGE 2 2009-2010 FAFSA ON THE WEB WORKSHEET

M

❏ Certificate or diploma for completing an
occupational, technical, or educational
program of two or more years
❏ Teaching credential (nondegree program)
❏ Graduate or professional degree
❏ Other/Undecided
WWW.FAFSA.ED.GOV

SECTION 1

(CONTINUED)

– STUDENT INFORMATION

When you begin the 2009-2010
school year, what do you expect
your enrollment status to be?
(Q30) (Enrollment definitions refer to
undergraduate study.)

❏ Full-time (at least 12 credit hours in a term or 24 clock hours per week)
❏ 3/4-time (at least 9 credit hours in a term or 18 clock hours per week)
❏ Half-time (at least 6 credit hours in a term or 12 clock hours per week)
❏ Less than half-time (fewer than 6 credit hours in a term or less than 12 clock hours per week)
❏ Don't know

In addition to grants, are you
interested in work-study or
student loans? (Q31)

❏ Work-study (aid earned through work)
❏ Student loans (which you must pay back)
❏ Both work-study and student loans

❏ Neither
❏ Don’t know

SECTION 2 – STUDENT DEPENDENCY STATUS
❏ Yes

❏ No

❏ Yes

❏ No

At the beginning of the 2009-2010 school year, will you be working on a master’s or doctorate program
(such as an MA, MBA, MD, JD, PhD, EdD, or graduate certificate, etc.)? (Q50)

❏ Yes

❏ No

Are you currently serving on active duty in the U.S. Armed Forces for purposes other than training? (Q51)

❏ Yes

❏ No

Answer “Yes” you are a veteran if you (1) have engaged in active duty in the U.S. Armed Forces (Army, Navy, Air Force, Marines, or Coast
Guard) or are a National Guard or Reserves enlistee who was called to active duty for purposes other than training, or were a cadet or
midshipman at one of the service academies, and (2) were released under a condition other than dishonorable. Also answer “Yes” if you are not
a veteran now but will be by June 30, 2010.

❏ Yes

❏ No

Do you have children who receive more than half of their support from you between July 1, 2009
and June 30, 2010? (Q53)

❏ Yes

❏ No

Do you have dependents other than your children/spouse who live with you and who receive more than half
of their support from you, now and through June 30, 2010? (Q54)

❏ Yes

❏ No

❏ Yes

❏ No

As of today, are you an emancipated minor as determined by a court in your state of legal residence? (Q56)

❏ Yes

❏ No

As of today, are you in legal guardianship as determined by a court in your state of legal residence? (Q57)

❏ Yes

❏ No

At any time on or after July 1, 2008, did your high school or school district homeless liaison determine that
you were an unaccompanied youth who was homeless? (Q58)

❏ Yes

❏ No

At any time on or after July 1, 2008, did the director of an emergency shelter program funded by the U.S.
Department of Housing and Urban Development determine that you were an unaccompanied youth who was
homeless? (Q59)

❏ Yes

❏ No

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 were
self-supporting and at risk of being homeless? (Q60)

❏ Yes

❏ No

Were you born before January 1, 1986? (Q48)
As of today, are you married? (Q49)

(Answer “Yes” if you are separated but not divorced.) “As of today” refers to the day that you sign your FAFSA.

Are you a veteran of the U.S. Armed Forces? (Q52)

When you were age 13 or older, were both your parents deceased, were you in foster care or were you a
dependent/ward of the court? (Q55)
Answer “Yes” if you had no living parent (biological or adoptive) when you were age 13 or older, even if you are now adopted. Answer “Yes”
if you were in foster care when you were age 13 or older, even if you are no longer in foster care as of today. Answer “Yes” if you were a
dependent/ward of the court when you were age 13 or older, even if you are no longer a dependent/ward of the court as of today.

Use these instructions to answer questions 58-60
Answer “Yes” if you received a determination at any time on or after July 1, 2008, that you were an unaccompanied youth who was homeless or,
for question 60, at risk of being homeless.

· “Homeless” means lacking fixed, regular and adequate housing, which includes living in shelters, motels or cars, or temporarily living with
other people because you had nowhere else to go.

· “Unaccompanied” means you are not living in the physical custody of your parent or guardian.
· “Youth” means you are 21 years of age or younger or you are still enrolled in high school as of the day you sign this application.

If you answered “YES” to ANY of the previous questions, you do not have to provide parental information. Skip to Section 4 on page 6.
If you answered “NO” to ALL of the previous questions, then you must provide parental information. Complete Section 3 on the next page.
WWW.FAFSA.ED.GOV

10-6-08 DRAFT

2009-2010 FAFSA ON THE WEB WORKSHEET PAGE 3

SECTION 3 – PARENTAL INFORMATION
If you answered “NO” to all of the questions in Section 2, you must provide parental information. Refer to your parent's IRS tax
return when necessary. Answer the questions as of the date you will complete and sign your FAFSA.
• Grandparents, foster parents and legal guardians are not considered parents on this form unless they have legally adopted you.
• If your parent is widowed or single, answer the questions about that parent. If your widowed parent is remarried, answer the
questions about that parent and your stepparent.
• If your parents are divorced or separated, answer the questions about the parent you lived with more during the past 12 months.
If you did not live with one parent more than the other, give answers about the parent who provided more financial support during
the past 12 months. If this parent is remarried, answer the questions about that parent and your stepparent.
Federal law provides that under very limited special circumstances, you may submit your FAFSA without parental information. If
you have a special circumstance and are unable to provide parental information, FAFSA on the Web will instruct you on how to
proceed. The following are examples of some special circumstances.
• Your parents are incarcerated; or
• You have left home due to an abusive family environment; or
• You do not know where you parents are and are unable to contact them (and you have not been adopted).
❏ Married/remarried ❏ Divorced/separated
❏ Widowed
❏ Single

What is your parents’ marital status as of today? (Q61)
“As of today” refers to the day that you sign your FAFSA.

Month and year your parents were married, separated, divorced, or widowed.
(Q62) (Example: Month and year: 05/1998)

M

M

Y

Y

Y

Y

What is your parents’ e-mail address? (Q71)
What is your father’s (or stepfather’s) Social Security Number? (Q63)

-

-

What is your father’s (or stepfather’s) last name? (Q64)
What is your father’s (or stepfather’s) date of birth? (Q66)
(Example: Month, day and year: 05/07/1962)

M

M

What is your mother’s (or stepmother’s) Social Security Number? (Q67)

D

D

Y

-

Y

Y

Y

Y

Y

Y

-

What is your mother’s (or stepmother’s) last name? (Q68)
What is your mother’s (or stepmother’s) date of birth? (Q70)
(Example: Month, day and year: 05/07/1962)

M

M

D

D

M

M

Y

Y

Y

What is your parents’ state of legal residence? (Q72)
Enter the date of legal residency for the parent who has lived in the state the
longest, if it was not before January 1, 2004. (Q74)

Y

Y

(Example: Month and year: 05/2005)

What income tax return did your parents file or will
they file for 2008? (Q83)

❏ IRS 1040
❏ IRS 1040A, 1040EZ

If your parents have filed or will file a 1040, were they eligible to file a 1040A or
1040EZ? (Q84)
A person is not eligible to file a 1040A or 1040EZ if he or she makes $100,000 or more, itemizes
deductions, receives income from his or her own business or farm, is self-employed, receives alimony, or is
required to file Schedule D for capital gains. If you filed a 1040 only to claim Hope or Lifetime Learning
tax credits, and would have otherwise been eligible for a 1040A or 1040EZ, you should answer “Yes.”

In 2007 or 2008, did you, your parents, or anyone in your parents’ household
receive receive benefits from any of the federal benefit programs listed?
(Q77-81) Mark all the programs that apply.
Select benefits received for all of your parents’ household members. Include in your parents’ household:
(1) your parents and yourself, even if you don’t live with your parents; (2) 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 Section 2 of this worksheet; and (3) other people
only if they 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.
PAGE 4 2009-2010 FAFSA ON THE WEB WORKSHEET

10-6-08 DRAFT

❏ A foreign tax return
❏ A tax return with Puerto Rico, another U.S.
territory or a Freely Associated State
❏ Yes
❏ No
❏ Don’t know

❏ Supplemental Security Income
❏ Food Stamps
❏ Free or Reduced Price School Lunch
❏ Temporary Assistance for Needy
Families (TANF)
❏ Special Supplemental Nutrition Program
for Women, Infants, and Children (WIC)
WWW.FAFSA.ED.GOV

SECTION 3

(CONTINUED)

– PARENTAL INFORMATION

As of today, are either of your parents a dislocated worker? (Q85)
In general, a person is considered a dislocated worker if they have lost their job, if they have been laid off or received a lay-off notice
from their job, if they are receiving unemployment benefits due to being laid off or losing a job and are unlikely to return to a
previous occupation, if they are self-employed but are unemployed due to economic conditions or natural disaster, or if they are a
displaced homemaker. A displaced homemaker is generally a person who previously provided unpaid services to the family (e.g., a
stay-at-home mom or dad), is no longer supported by the husband or wife, is unemployed or underemployed, and is having trouble
finding or upgrading employment.

What was your parents’ adjusted gross income for 2008? (Q86)

❏ Yes
❏ No
❏ Don’t know

$

Adjusted gross income is on IRS form 1040—line 37; 1040A—line 21; or 1040EZ—line 4.
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, or on IRS Form 1040—
lines 7 + 12 + 18 + Box 14 of IRS Schedule K-1 (Form 1065); 1040A—line 7; or 1040EZ—line 1.

How much did your father/stepfather earn from working in 2008? (Q89)

$

How much did your mother/stepmother earn from working in 2008? (Q90)

$

Enter the amount of your parents' income tax for 2008. (Q87)

$

Income tax amount is on IRS Form 1040—line 56; 1040A—line 35; or 1040EZ—line 11.

Enter your parents’ exemptions for 2008. (Q88)
Exemptions are on IRS Form 1040—line 6d; 1040A—line 6d. On the 1040EZ, if a person checked either the “you” or “spouse” box
on line 5, use EZ worksheet line F to determine the number of exemptions ($3,400 equals one exemption). If a person didn’t check
either box on line 5, enter 01 if he or she is single, or 02 if he or she is married.

Your parents’ number of family members in 2009-2010. (Q75)
Include in your parents’ household: (1) your parents and yourself, even if you don’t live with your parents, (2) 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 Section 2 of this worksheet, and (3) include other people only if they 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.

How many people in your parents' household will be college students between July 1, 2009 and
June 30, 2010? (Q76)
Always count yourself. Do not include your parents. Include others only if they will attend college at least half-time in
2009-2010 in a program that leads to a college degree or certificate.

Your parents’ 2008 Additional Financial Information (Q94)
Your parents’ 2008 Untaxed Income (Q95)

Complete the left column of the table on page 8.

Complete the left column of the table on page 8.

Parent Asset Information
As of today, what is your parents’ total current balance in cash, savings, and checking accounts?
(Q91)

$

• Investments include real estate (do not include the family home), trust funds, UGMA and UTMA accounts, money market funds, mutual funds, certificates of
deposit, stocks, stock options, bonds, other securities, Coverdell savings accounts, 529 college savings plans, the refund value of 529 prepaid tuition plans,
installment and land sale contracts (including mortgages held), commodities, etc. For more information about reporting educational savings plans call
1-800-4-FED-AID. Investment value means the current balance or market value of these investments as of today. Investment debt means only those debts that are
related to the investments.
• Do not include the value of life insurance, retirement plans (pension funds, annuities, noneducation IRAs, Keogh plans, etc.) or cash, savings, and checking
accounts already reported in Q41 and Q91.
• 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.

As of today, what is the net worth of your parents’ investments, including real estate (not your
parents’ home)? (Q92)

$

Net worth means current value minus debt.

As of today, what is the net worth of your parents’ current business and/or investment farms? (Q93)
Do not include the value of a family farm that you (your spouse and/or your parents) live on and operate.
Do not include the value of a small business that you (your spouse and/or your parents) own and control and that has 100 or fewer
full-time or full-time equivalent employees.
WWW.FAFSA.ED.GOV

10-6-08 DRAFT

$

2009-2010 FAFSA ON THE WEB WORKSHEET PAGE 5

SECTION 4 – STUDENT FINANCES
• Answer the questions as of the date you will complete and sign your FAFSA and refer to the IRS tax return as needed.
• If you filed a foreign tax return, use the exchange rate at www.federalreserve.gov/releases/h10/update to convert figures to U.S.
dollars.
• If you are married as of today, report your and your spouse’s income, even if you were not married in 2008. Ignore references to
spouse if you are single, divorced, separated or widowed.
What income tax return did you file or will you file for
2008? (Q34)

❏ IRS 1040
❏ IRS 1040A, 1040EZ
❏ A foreign tax return

❏ A tax return with Puerto Rico,
another U.S. territory or a Freely
Associated State

If you filed or will file a 1040, were you eligible to file a 1040A or 1040EZ? (Q35)

❏ Yes
❏ No
❏ Don’t know

A person is not eligible to file a 1040A or 1040EZ if he or she makes $100,000 or more, itemizes deductions, receives income from
his or her own business or farm, is self-employed, receives alimony, or is required to file Schedule D for capital gains. If you filed a
1040 only to claim Hope or Lifetime Learning tax credits, and you would otherwise have been eligible for a 1040A or 1040EZ, you
should answer “Yes.”

What was your (and your spouse’s) adjusted gross income for 2008? (Q36)

$

Adjusted gross income is on IRS Form 1040—line 37; 1040A—line 21; or 1040EZ—line 4.

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); 1040A—line 7; or 1040EZ—line 1.

How much did you earn from working in 2008? (Q39)

$

How much did your spouse earn from working in 2008? (Q40)

$

What type of veterans’ education benefits will you receive?
(Q45)
Answer this question only if you will receive these benefits between July 1, 2009
and June 30, 2010.

❏ Montgomery GI Bill - Active Duty (Chapter 30)
❏ Post-9/11 Bill (Chapter 33)
❏ Montgomery GI Bill - Selected Reserve (Chapter 1606)
❏ Reserve Educational Assistance Program (Chapter 1607)
❏ Vocational Rehabilitation and Employment (Chapter 31)
❏ Dependents' Educational Assistance (Chapter 35)
❏ Any other type of veterans education benefits

If you answered “YES” to ANY question in Section 2, answer the following questions.
If you answered “NO” to all the questions in Section 2, skip to page 7.
Your number of family members in 2009-2010. (Q96)
Include in your household: (1) yourself (and your spouse), (2) your children, if you will provide more than half of their support between
July 1, 2009, and June 30, 2010, and (3) 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.

How many people in your (and your spouse's) household will be college students between July 1, 2009
and June 30, 2010? (Q97)
Always count yourself. Include others only if they will attend college at least half-time in 2009-2010 in 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 Q96) receive benefits from any of the
federal benefit programs listed? (Q98-102) Mark all the
programs that apply.
Select benefits received for all of your household members. Use the instructions
in Q96 to identify who is included in your household. Answering these questions
will not reduce your eligibility for student aid or these other federal benefits.

❏ Supplemental Security Income
❏ Food Stamps
❏ Free or Reduced Price School Lunch
❏ Temporary Assistance for Needy Families (TANF)
❏ Special Supplemental Nutrition Program for Women,
Infants, and Children (WIC)

As of today, are you (or your spouse) a dislocated worker? (Q103)
In general, a person is considered a dislocated worker if they have lost their job, if they have been laid off or received a lay-off notice
from their job, if they are receiving unemployment benefits due to being laid off or losing a job and are unlikely to return to a previous
occupation, if they are self-employed but are unemployed due to economic conditions or natural disaster, or if they are a displaced
homemaker. A displaced homemaker is generally a person who previously provided unpaid services to the family (e.g., a stay-at-home
mom or dad), is no longer supported by the husband or wife, is unemployed or underemployed, and is having trouble finding or
upgrading employment.
PAGE 6 2009-2010 FAFSA ON THE WEB WORKSHEET

10-6-08 DRAFT

❏ Yes
❏ No
❏ Don’t know

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SECTION 4 (CONTINUED) – STUDENT FINANCES
Enter the amount of your (and your spouse’s) income tax for 2008. (Q37)

$

Income tax amount is on IRS Form 1040—line 56; 1040A—line 35; or 1040EZ—line 11.

Enter your (and your spouse’s) exemptions for 2008. (Q38)
Exemptions are on IRS Form 1040—line 6d or 1040A—line 6d. On the 1040EZ, if a person checked either the “you” or “spouse”
box on line 5, use EZ worksheet line F to determine the number of exemptions ($3,400 equals one exemption). If a person didn’t
check either box on line 5, enter 01 if he or she is single, or 02 if he or she is married.

Your 2008 Additional Financial Information amount (Q46)
Your 2008 Untaxed Income amount (Q47)

Student Asset Information

Complete the right column of the table on page 8.

Complete the right column of the table on page 8.

(See “Parent Asset Information” on page 5 for instructions on reporting assets.)

As of today, what is your (and your spouse’s) total current balance of cash, savings and checking
accounts? (Q41) Do not include student financial aid..

$

As of today, what is the net worth of your (and your spouse’s) investments, including real estate
(not your home)? (Q42) Net worth means current value minus debt.

$

As of today, what is the net worth of your (and your spouse’s) current business and/or investment
farms? (Q43)

$

Do not include the value of a family farm that you (your spouse and/or your parents) live on and operate.
Do not include the value of a small business that you (your spouse and/or your parents) own and control and that has 100 or fewer
full-time or full-time equivalent employees.

SECTION 5 – COLLEGES TO RECEIVE INFORMATION
• If you do not know the school code, write the college’s name. You will have a chance online to search for the school code.
• For each school code, indicate the corresponding housing plan.
Federal School
Code

Housing Plan

Federal School
Code

Housing Plan

1st college

2nd college

3rd college

4th college

5th college

(Q104.a)

(Q104.c)

(Q104.e)

(Q104.g)

(Q104.i)

❏ on campus
❏ with parent
❏ off campus
(Q104.b)

❏ on campus
❏ with parent
❏ off campus
(Q104.d)

❏ on campus
❏ with parent
❏ off campus
(Q104.f)

❏ on campus
❏ with parent
❏ off campus
(Q104.h)

6th college

7th college

8th college

9th college

10th college

(Q104.k)

(Q104.m)

(Q104.o)

(Q104.q)

(Q104.s)

❏ on campus
❏ with parent
❏ off campus
(Q104.l)

❏ on campus
❏ with parent
❏ off campus
(Q104.n)

❏ on campus
❏ with parent
❏ off campus
(Q104.p)

❏ on campus
❏ with parent
❏ off campus
(Q104.r)

❏ on campus
❏ with parent
❏ off campus
(Q104.j)

❏ on campus
❏ with parent
❏ off campus
(Q104.t)

Go to www.fafsa.ed.gov and enter the information from this worksheet.
Additional help is available online, or you can call 1-800-4-FED-AID. TTY users (hearing impaired) may call 1-800-730-8913.
For more information on federal student aid visit www.FederalStudentAid.ed.gov.
You can also talk with your college’s financial aid office about other types of student aid that may be available.

DO NOT MAIL THIS WORKSHEET.

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Use the tables below to report annual amounts.
For the Parents’ column, enter the amount for the student’s parent(s). For the Student’s column, enter the amount for the student (and his or her spouse).

Parents’ (Q94)

2008 Additional Financial Information

Student’s (Q46)

$

a. Education credits (Hope and Lifetime Learning tax credits) from IRS Form
1040—line 49 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 (or your parents') household, as reported in question
96 (or question 75 for your parents).

c. Taxable earnings from need-based employment programs, such as Federal
Work-Study and need-based employment portions of fellowships and
assistantships.
d. 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. Combat pay
is reported on the W-2 in Box 12, Code Q.

2008 Untaxed Income

Parents’ (Q95)

$

$

$

Student’s (Q47)

$

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.
$

XXXXXXXXXX

Don’t include student aid, earned income credit, child tax credit, welfare payments, untaxed
Social Security benefits, Workforce Investment Act educational benefits, combat pay (if you are
not a tax filer), 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.

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