Financial Info Form

Campus Advisers

What will college really cost us?
Click here for a print and fax form

Parent #1/Dad or Parent #2/Mom – We must differentiate income figures for calculation purposes. In some cases, such as a divorce or remarriage, it can become confusing whose income is needed. We need the income of the parent (including step-parent) that the student lives with most of the time. Example: if student lives with mom and step-dad…Parent #1/Dad would be step-dad’s income, Parent #2/Mom would be mom’s income. If the parent is single, leave one field blank. If one parent does not produce an income, leave the field blank.

Student's Name(s): Cum. GPA:

Parent #1/Dad’s Name:

Parent #2/Mom’s Name:

Student Age: Mother’s Age: Father’s Age:

# to be in College: Academic Year: # of siblings:

Estimated STUDENT’s Income for Calendar Year “preceding” High School graduation

W2/Earned Income $ Interest/Dividend Income $

Social Security Income (if any) $

Estimated PARENT’s Income for Calendar Year “preceding” High School graduation

Parent 1/Dad (W2 or net business income) $

Parent 2/Mom (W2 or net business income) $

Total of All Other Taxable Income(s) on first page of IRS Tax Form 1040 $

Adjusted Gross Income (AGI: Form 1040 – bottom line of Page 1) $

Contributions to all Retirement Accounts for both parents
(If 401k, see W2 Box 12) $

Total Untaxed Income (soc. security, child support, etc) $

Monthly Mortgage $ # of Family Members in Household

Fed. Income Tax Paid $

Amt. Saving for College Now $ /Yr.

Max Amt. able to contribute for college $ /Yr.

Student's Assets

Checking & Savings Total $ CDs $ Stocks $

Bonds (EE, I or bond funds) $ Mutual funds (UGMA/UTMA) $

Total Assets in Siblings’ Names $ Trust or Conservator Acct $

Top Colleges Interested at this time for Student

1) 2)

3) 4)

Parents' Assets

Checking & Savings Total $ CDs $ Stocks $

Mutuals/Bond/529 Funds $ IRAs $ 401(k) $

Home Value $ Mortgage(s) $

Rental/Invest. Property EQUITY $ Business Value $

Business Type (S-corp, LLC, etc.)

Life Insurance Face Amount $ Cash Values $

Car Loan Debt $ Credit card debt $

Please list two possible days and times you would like to have your free 20 minute phone consultation.

Email Address: RequiredPlease provide a valid email address

Telephone Number: Required

 
About Us

Ask college planning expert, Randy Stoltz, for a telephone appointment to see if his firm is a good match for your college planning needs.  Complete the “what will college really cost us?” form online or print/fax. We will arrange a complimentary 20 minute phone appointment to:

  • Provide cost of attendance (COA) for top 2 college choices.
  • Determine your Expected Family Contribution (EFC)…and to see if it can it be “improved” for financial aid?
  • Explain what types of financial aid, if any, can you expect?
  • Review your inevitable out-of-pocket expenses

(602) 840-5665

Forms and Helpful Info

"What Will College Really Cost Us?" Financial Info Form

High School Years Planning Schedule

Client Data Sheet

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