Financial Aid EasyPlanner

1. Step 1
   • Step 1-2
   • Step 1-2
   • Step 1-2
   • Step 1-3
2. Step 2
   • Step 2-2
   • Step 2-2
   • Step 2-2
   • Step 2-3
3. Step 3
   • Step 3-2
   • Step 3-3
   • Step 3-4
   • Step 3-5
   • Step 3-6
   • Step 3-7
   • Step 3-7_details
   • Step 3-8
4. Step 4
   • Step 4-2
   • Step 4-6
   • Step 4-6_details
   • Step 4-7
5. Step 5
   • Step 5-2
6. Step 6
   • Step 6-2
   • Step 6-3
7. Step 7

Step 3: How much will colleges expect me to pay?

EFC Calulator

• Welcome
• Student Status
• Pick a Formula
• Family
  Size
• Family
  Information
• Finances
• Results

Finances

Please complete the following form. If you need help as you go through it, use the worksheets provided or the question-by-question tips.

Federal and Institutional Methodologies

Dependent Student

2006 Income

			Parents' Info		Student's Info
Adjusted Gross Income			$   Worksheet		$   Worksheet
Earnings from work	Parent 1		$		$
Untaxed income/benefits			$   Worksheet		$   Worksheet
Parents' social security benefits received for all family members except the student			$
Student's social security benefits					$
Other income (the total of medical spending accounts, Earned Income Credit, and foreign income exclusion)			$
Child support paid			$
Hope Tax Credit			$		$
Student work study earnings/financial aid					$
Receive Federal Means-Tested Benefits? (Please see Help ? for more information)			No Yes
Dislocated worker?(Please see Help? for more information)			No Yes

Allowances

U.S. income taxes paid			$		$
Medical/dental expenses			$

Assets

Cash, savings and checking (enter total value of all accounts)			$		$
Total value of assets held in the names of the student's brothers and sisters			$
Home equity (value of home minus what is owed on it)			$		$
Other real estate and investments (but NOT your home)			$		$
Business equity			$		$
Do you have more than 100 FTE employees?			No Yes		No Yes
Farm equity			$		$
Do you live on the farm?			No Yes		No Yes
Trust value					$

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