10000028406
Save Time…Apply Online.
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Apply online at www.factstuitionaid.com
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- Applying online is the fastest and most direct method of submitting your
application. It allows your institution to view your application electronically
within minutes of submission.
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Grant & Aid Application
For the School Year Beginning Fall 2011
Information needed to complete your application:
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Copies of your 2009 or 2010 IRS Federal Form 1040, 1040A or 1040-EZ
U.S. Individual Income Tax Return, including supporting tax Schedules C,
E, F Please see Checklist on page 10 of the application for additional
.
required tax forms and schedules. If applicant and co-applicant file
separately, we require both tax returns for the same tax year.
Copies of all 2010 W-2 Wage and Tax Statements for both the applicant
and co-applicant. NOTE: If you are applying before you have received all
the 2010 W-2 Wage and Tax Statements, please submit them as soon as
they become available.
Copies of all supporting documentation for household Non-Taxable
Income such as: Social Security Income, Welfare, Child Support, Food
Stamps, Workers’ Compensation, and Temporary Assistance for Needy
Families (TANF).
Payment of your nonrefundable $25 application fee.
Signature required for paper applications only. Paper applications received
without a signature will not be processed.
Please do not submit multiple applications.
FACTS will process one application per household—either a paper application or
an online application.
FAXED OR COPIED APPLICATIONS WILL NOT BE ACCEPTED.
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Instructions for completing
the application.
Please be sure to complete all required fields. Required fields are those shaded in orange. Failure to complete a required
field will result in an incomplete application that will not be processed.
FAXED OR COPIED APPLICATIONS WILL NOT BE ACCEPTED.
Section 1: Applicant & Co-Applicant Information
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Please answer all questions included in this section. If your current marital status is married, co-applicant information is
required. If the parents are divorced, the parent responsible for payment of the tuition should complete and sign the form.
If each of the divorced parents is responsible for a portion of the tuition, each parent should complete a separate form and
indicate the portion of tuition for which he/she is responsible.We ask for your social security number to verify the tax
return information you are submitting to us. Social security numbers are retained in FACTS Grant & Aid Assessment’s
secure database and may be shared with your school for identification purposes. Personal information provided to FACTS
is not used for any purpose other than to evaluate need for financial aid.
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Section 2: Student & School Information
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It is imperative that you complete this section for ALL children in the household attending a tuition-charging PK12 institution. A child may apply to multiple institutions on one application. Do not submit multiple applications.
If you do not know the exact amount of your child’s tuition, enter the estimated amount or the amount from the
previous school year. Please estimate the amount you and your spouse will be able to contribute toward each child’s
tuition. Indicate the school name, city, state, and zip code where your child will be attending for the 2011-2012
school year. Enter the amount of tuition the noncustodial parent is required to pay as a result of legal separation,
divorce, or paternity proceeding (do not include child support reported in Section 3). Please indicate whether your
child will be applying for a scholarship from a state-funded program. Scholarships from state-funded programs are
typically issued to your school in the form of a voucher.
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Section 3: Applicant & Co-Applicant Income Information
Item #
4.
5.
7.
8.
12.
14.
15.
Instruction
Enter the "Adjusted Gross Income" from the applicant’s most recent federal tax return.
If filing separately, list the "Adjusted Gross Income" from the co-applicant's most recent federal tax
return. If filing jointly or if there is no co-applicant, enter "0".
List the amount of child support you received for all children.
List the amount of untaxed social security benefits for all household members. Include Supplemental
Security Income (SSI) received.
If you anticipate receiving tuition support from friends, relatives and/or your employer, list the amount
you will receive.
List all other nontaxable income, including but not limited to: tax-exempt interest income, nontaxable
IRA or Keogh payments, pastoral and military allowance, foster care allowance, veteran benefits, and
nontaxable pension or annuity payments.
If you anticipate a decrease in income, indicate the amount you expect your income to be in 2011.
In 15c, select the reason(s) you expect a decrease.
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Section 4: Applicant & Co-Applicant Expense Information
Item #
7.
9.
10.
11.
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12.
13.
Instruction
Total the minimum amounts due from all of your monthly credit card statements and enter that amount here.
Indicate here if you have other monthly loan payments, not including first mortgages, credit card, or
vehicle payments. Examples would be payments to purchase a boat, recreational vehicles, furniture,
appliances, or other consumer purchases such as home improvements. List the creditor and monthly
payment amount.
List the amount you or your spouse pay in child support payments per month.
List monthly health insurance premiums paid directly to the insurance company. (Do NOT include
premiums paid pre-tax through your employer via payroll deduction or premiums that are deducted on
your tax return as self-employed health insurance deductions.)
List the amount you pay annually for insurance for all of your vehicles.
List your annual out-of-pocket medical expenses. Examples include dental, eye care, prescription or
co-pay expenses. Do not include expenses paid by insurance. Do not include health insurance premiums
you pay through payroll deduction or directly to an insurance company.
Estimate your total annual charitable donations, cash or check ONLY.
Enter the number of family members (children/adults) attending college and provide the total out-of-pocket
cost for the school year. Use the total cost for the upcoming year less any grant, aid, scholarship, student
loan proceeds, or income from students’ own resources. Student loan payments should be listed in question 8.
If you have children for whom you are paying child or day care expenses, please list your estimated
annual expense. Do not include preschool/prekindergarten tuition expenses.
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14.
15.
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16.
3.
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4.
Instruction
Enter the balance(s) from your most recent savings and/or checking account statement(s).
If you have a brokerage account for stocks, bond investments, mutual funds and/or certificates of deposit,
list the value of these holdings from your most recent statement(s).
If you have retirement plan assets, a 401(k), 403(b) or an Individual Retirement Account (IRA),
list the value of these holdings from your most recent statement(s).
List the amount you and/or your spouse contribute annually to your retirement plan assets.
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Item #
1.
2.
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Section 5: Applicant & Co-Applicant Assets and Liabilities
Section 6:
Required Information & Authorization
Payment of the nonrefundable application fee by check, money order, or credit card must be received in order to
process your application. Failure to submit payment with your application could result in you not receiving
financial aid.
Please read the Terms and Conditions along with the Authorization before signing the paper application. Paper
applications received without a signature will not be processed.
After completing the application make sure to retain a copy of the application for your records.
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FAXED OR COPIED APPLICATIONS WILL NOT BE ACCEPTED.
The Grant & Aid Application provides personal and financial information
used to evaluate your need for financial aid. Incomplete or inaccurate
information may affect your ability to receive financial aid.
10000028406
SHADED BOXES REPRESENT REQUIRED FIELDS. Please use blue or black ink to complete the application.
Section 1: Applicant & Co-Applicant Information
I. APPLICANT INFORMATION: Parent or Guardian
Name
Last
First
Social
Security
Number
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Date of
Birth
Month
Day
Year
City
State
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Zip
County of
Residence
Daytime
Phone #
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Mailing
Address
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Evening
Phone #
Ext.
E-mail
Address
Ext.
Please check primary email address regularly for Notices sent by FACTS
Select One
Occupation
* Place of
Worship
City
Full-Time
Part-Time (less than 30 hours/week)
Stay at Home (full-time family care)
Self-Employed
Unemployed
Disabled
Retired
Student
Baptist
Catholic
Divorced
Relationship to
Student(s):
Select One
Separated
Father
Mother
Stepfather
Stepmother
Widowed
Legal Guardian
Grandfather
Grandmother
Other
Employer
I do not attend a
place of worship.
State
Jewish
Lutheran
Zip
Muslim
Other Christian
Other Non-Christian
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* Religious
Affiliation
Single
co-applicant information is required.)
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Employment
Status:
Married (If current marital status is married,
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Current
Marital Status:
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Secondary
E-mail
II. CO-APPLICANT INFORMATION: Parent or Guardian
Name
Last
First
Social
Security
Number
Employment
Status:
Select One
Date of
Birth
Month
Full-Time
Part-Time (less than 30 hours/week)
Stay at Home (full-time family care)
Self-Employed
Occupation
* Religious
Affiliation
MI
Day
Unemployed
Disabled
Retired
Student
Year
Relationship to
Student(s):
Select One
Father
Mother
Stepfather
Stepmother
Legal Guardian
Grandfather
Grandmother
Other
Employer
Baptist
Catholic
Jewish
Lutheran
Muslim
Other Christian
Other Non-Christian
* Demographic information is not required for FACTS to evaluate your need but may be required by your school, diocese, or organization
providing the scholarship. We recommend completing this information to prevent an incomplete application.
Failure to complete a required field (shaded boxes) will result in an incomplete application that will not be processed.
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Section 2: Student & School Information
If more than three entries, photocopy this page and insert.
Complete this section for ALL children in the household attending a tuition-charging PK-12 school. Financial information will
only be submitted to institutions participating in the FACTS Grant & Aid Assessment program. The grade level entered should be
for the upcoming 2011–2012 school year. FACTS will process one application per household. A child may apply to multiple
institutions on one application. (Do not submit multiple applications.)
Child’s
Name
Last
First
Child’s
Social
Security No.
MI
Annual
Tuition
Child’s
Date of Birth
Month
School Attending Fall 2011
City
* Child’s Ethnic Background (Select One):
African-American
How much do you estimate you
and/or your spouse can pay toward
this child’s tuition annually?
Male
Female
$ ________________.00
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* Child’s
Gender
State
Asian
Caucasian
Hispanic
Yes
Child’s
Name
Last
$ __________________.00
No
First
Child’s
Social
Security No.
MI
Annual
Tuition
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Child’s
Date of Birth
Month
School Attending Fall 2011
* Child’s
Gender
Male
Female
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Enter PK for Preschool/Prekindergarten
Enter K for Kindergarten
Enter the Grade number for Grades 1–12
Grade Entering
(Fall 2011)
Day
Asian
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African-American
How much do you estimate you
and/or your spouse can pay toward
this child’s tuition annually?
$ ________________.00
State
Caucasian
Hispanic
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Child’s
Social
Security No.
Grade Entering
(Fall 2011)
Yes
$ __________________.00
First
MI
Annual
Tuition
Month
* Child’s
Gender
School Attending Fall 2011
Male
Female
Day
African-American
$ _________________.00
Year
How much do you estimate you
and/or your spouse can pay toward
this child’s tuition annually?
City
* Child’s Ethnic Background (Select One):
Other
No
Child’s
Date of Birth
Enter PK for Preschool/Prekindergarten
Enter K for Kindergarten
Enter the Grade number for Grades 1–12
Zip
Native American
Annual tuition support required from this child’s noncustodial parent as a result of legal separation, divorce, or paternity
proceeding. Do not include child support payments.
Will this student be applying for a state-funded scholarship or voucher program?
$ _________________.00
Year
City
* Child’s Ethnic Background (Select One):
Last
Other
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Will this student be applying for a state-funded scholarship or voucher program?
Zip
Native American
Annual tuition support required from this child’s noncustodial parent as a result of legal separation, divorce, or paternity
proceeding. Do not include child support payments.
Child’s
Name
$ _________________.00
Year
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Enter PK for Preschool/Prekindergarten
Enter K for Kindergarten
Enter the Grade number for Grades 1–12
Grade Entering
(Fall 2011)
Day
$ ________________.00
State
Asian
Caucasian
Hispanic
Native American
Annual tuition support required from this child’s noncustodial parent as a result of legal separation, divorce, or paternity
proceeding. Do not include child support payments.
Will this student be applying for a state-funded scholarship or voucher program?
Yes
Zip
Other
$ __________________.00
No
If more than three entries, photocopy this page and insert.
* Demographic information is not required for FACTS to evaluate your need but may be required by your school, diocese, or organization
providing the scholarship. We recommend completing this information to prevent an incomplete application.
Failure to complete a required field (shaded boxes) will result in an incomplete application that will not be processed.
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Section 3: Applicant & Co-Applicant
Income Information
1.
Size of household:
Number of adults living in this household:
2.
Do you file a federal income tax return?
3.
Does the co-applicant file a federal income tax return?
Number of children living in this household:
Yes, I file taxes.
No, I do not file taxes.
Yes, files jointly with applicant.
No, does not file.
Yes, files separately from applicant.
If none, enter “0.”
Taxable Income:
Please list the "Adjusted Gross Income" from the applicant's most recent federal tax return. . . . . . . . . . . . . . . . .
$ ______________________.00
5.
If filing jointly or if there is not a co-applicant, enter "0".
If filing separately, list the "Adjusted Gross Income" from the co-applicant's most recent federal tax return. . . . . . . . . .
$ ______________________.00
6.
Do you own any of the following? *
a. Business – (Form 1040 Line 12) Attach Schedule C or C-EZ and Form 4562 Depreciation and Amortization
Yes
No
b. Farm – (Form 1040 Line 18) Attach Schedule F and Form 4562 Depreciation and Amortization
Yes
No
c. Rental Property – (Form 1040 Line 17) Attach Schedule E (page 1)
Yes
No
d. S Corporation – (Form 1040 Line 17) Attach Schedule E (page 2), Form 1120S (4 pages), Schedule K-1, Form 8825
Yes
No
e. Partnership – (Form 1040 Line 17) Attach Schedule E (page 2), Form 1065 (5 pages), Schedule K-1, Form 8825
Yes
No
f. Estates and Trusts – (Form 1040 Line 17) Attach Schedule E (page 2), Form 1041 and Schedule K-1
Yes
No
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*IMPORTANT: If you file a tax return but do not have W-2 wages because you are self-employed, you will be required to submit a copy of
your 2010 federal tax return.
Nontaxable Income:
Select how income is received.
Child support received. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
8.
Social Security benefits received that were not taxed, such as SSI. . . . .
9.
Temporary Assistance for Needy Families (TANF). . . . . . . . . . . . . . . . .
Monthly
Annually
$ ____________________.00
Weekly
Monthly
Annually
$ ____________________.00
Weekly
Monthly
Annually
$ ____________________.00
Weekly
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7.
If none, enter “0.”
Weekly
Monthly
Annually
$ ____________________.00
11. Food stamps. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Weekly
Monthly
Annually
$ ____________________.00
12. Tuition support anticipated from friends/relatives/employer . . . . . . . . .
Weekly
Monthly
Annually
$ ____________________.00
13. Workers’ Compensation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Weekly
Monthly
Annually
$ ____________________.00
14. Other nontaxable income (i.e. Clergy/Pastoral/Military Housing
Allowance, Foster Care Allowance, VA Benefits, etc.) . . . . . . . . . . . . . .
Weekly
Monthly
Annually
$ ____________________.00
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10. Welfare and/or Aid for Families with Dependent Children
(AFDC/ADC). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Change of Income:
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15. Do you anticipate a decrease in your 2011 household income? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Yes
No
If yes, complete the following questions:
15a. What do you anticipate your income to be for the coming year? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
$ ______________________.00
15b. What do you anticipate your spouse’s income to be for the coming year? . . . . . . . . . . . . . . . . . . . . . . . . . . .
$ ______________________.00
15c. Your income will be reduced in the coming year for the following reason(s). (Select all that apply.)
Applicant:
Unemployed or expect to be unemployed
Will have reduced hours
Plan to take a job at a lower wage rate
Exiting the workforce and plan to work in the home
Filing for legal separation or divorce
Plan to retire
Medical reasons
Death of a spouse
Increase in family size
Loss of alimony or spousal support
Military reasons
Other: ______________________________________
Co-Applicant:
Unemployed or expect to be unemployed
Will have reduced hours
Plan to take a job at a lower wage rate
Exiting the workforce and plan to work in the home
Filing for legal separation or divorce
Plan to retire
Medical reasons
Death of a spouse
Increase in family size
Loss of alimony or spousal support
Military reasons
Other: ______________________________________
Failure to complete a required field (shaded boxes) will result in an incomplete application that will not be processed.
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Section 4: Applicant & Co-Applicant
Expense Information
Please complete required (shaded) fields.
Monthly Expenses
If none, enter “0.”
Current MONTHLY Expenses:
1.
Do you rent or own your primary residence? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2.
Monthly rent or mortgage payment. (Include principal, interest, taxes, and home insurance.) . . . . . . . . . .
3.
Do you own a second home (not including rental property)? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
3a.
If yes, what is the monthly mortgage payment on your second
home (including principal, interest, taxes, and home insurance)?
Rent
Own
Other
$ ______________________.00
No
Yes
$ ______________________.00
4.
Monthly home equity loan payments. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
5.
$ ______________________.00
Vehicle Information: Complete for each vehicle leased or owned, including any vehicle that does not have a
monthly payment. (If more than three [3] vehicles, photocopy form and insert.)
Make/Model
Year
If none, enter “0.”
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Vehicle
#1
$ ______________________.00
Vehicle
#2
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$ ______________________.00
Vehicle
#3
$ ______________________.00
Total credit card debt. (Do not include balances that are paid in full each month.) . . . . . . . . . . . . . . . . . . . .
$ ______________________.00
7.
Total of all minimum amounts due on monthly credit card statements. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
$ ______________________.00
8.
Monthly student loan payments for family members no longer attending college. . . . . . . . . . . . . . . . . . . . . .
$ ______________________.00
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6.
Do you have other monthly loan payments? (Do not include cell phone, utilities, or other living expenses.)
If yes, please list below. (If additional space is required, photocopy form and insert.)
Refer to instructions for examples.
$ ______________________.00
$ ______________________.00
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Loan #2
Loan #3
$ ______________________.00
$ ______________________.00
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Loan #4
No
If none, enter “0.”
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Loan #1
Yes
$ ______________________.00
11. Monthly health insurance premiums paid directly to the insurance company. (Do NOT include premiums
paid pre-tax through your employer via payroll deduction or premiums that are deducted on your tax
return as self-employed health insurance deductions.) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
$ ______________________.00
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10. Monthly child support payments. (Applies only to the parent or guardian paying child support. Do not
include child support received.) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Annual Expenses
If none, enter “0.”
Current ANNUAL Expenses:
12. Annual vehicle insurance expense. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
$ ______________________.00
13. Total annual out-of-pocket medical expenses not paid by insurance. Refer to instructions for examples.
...
$ ______________________.00
14. Charitable contributions—cash or checks—per year. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
$ ______________________.00
15. College Expenses:
15a. Number of family members attending college beginning in the fall of 2011.
15b. Total amount of your family’s out-of-pocket cost for college expected this school year. (Total tuition less student
loan proceeds, scholarships, grants and financial aid, and contributions expected from student earnings.)
$ ______________________.00
16. Child/Day Care Expenses: (Do not include preschool/prekindergarten expenses. This should
be indicated in Section 2.)
16a. Number of children for whom you pay child/day care expenses beginning in the fall of 2011.
16b. Total amount of child/day care expenses expected this year. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
$ ______________________.00
17. Elder Care Expenses:
17a. Number of people for whom you pay elder care expenses.
17b. Total amount of elder care expenses expected this year. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
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$ ______________________.00
Failure to complete a required field (shaded boxes) will result in an incomplete application that will not be processed.
Section 5: Applicant & Co-Applicant
Assets and Liabilities
If none, enter “0.”
Value of cash, savings, and/or checking accounts. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
$ _____________________.00
2.
Value of stock, bond investments, mutual funds, and/or certificates of deposit. . . . . . . . . . . . . . . . . . . . . . . . . . . . .
$ _____________________.00
3.
Value of retirement plan assets—401(k), 403(b), and/or IRAs. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
$ _____________________.00
4.
What is your and/or your spouse’s annual contribution to retirement plan assets? . . . . . . . . . . . . . . . . . . . . . . . . . .
$ _____________________.00
5.
If you own your home, the estimated value. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
$ _____________________.00
6.
If you own your home, the amount you owe. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
$ _____________________.00
7.
If you own a second home, the estimated value. Do not include rental property.
..........................
$ _____________________.00
8.
If you own a second home, the amount you owe. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
$ _____________________.00
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Section 6: Required Information & Authorization
Payment of the nonrefundable application fee must be received in order to process your application. Failure to submit payment with your
application could result in you not receiving financial aid. Paper applications received without a signature will not be processed.
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FAXED OR COPIED APPLICATIONS WILL NOT BE ACCEPTED.
Payment
I. Nonrefundable Application Fee: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
$
25
.
00
FACTS Use Only
Credit Card Number
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MasterCard
VISA
Discover
American Express
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Enclosed is a check or money order made payable to FACTS Grant & Aid Assessment.
I authorize FACTS Grant & Aid Assessment to charge my credit card for the total amount listed above.
Expiration Date
Month
CK
MO
V
Year
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II. Terms and Conditions:
FACTS Grant & Aid Assessment provides financial aid analysis services to participating institutions. The educational institution granting aid is solely
responsible for determining the final aid award. Submission of the application and payment of the fee does not guarantee receipt of financial aid. FACTS
Grant & Aid assumes no liability whatsoever should financial aid be denied for any reason. The fee collected by FACTS Grant & Aid Assessment is to
compensate for the financial aid assessment and advisory services provided by FACTS Grant & Aid Assessment to its educational institution clients.
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Privacy and Security. Data collected and stored by FACTS pursuant to this Application is considered the property of the participating institution. The
data will not be used by FACTS in any manner not approved by the participating institution and will not be shared with any third parties without the prior
consent of the institution unless requested by you. Access to the data shall be restricted except to the extent that FACTS associates must access the data
to provide service to you or the institution. FACTS maintains physical, procedural, and electronic safeguards to protect data from being accessed by
unauthorized third parties.
III. Authorization:
FACTS Grant & Aid Assessment is authorized to provide my (our) personal and financial information from whatever source derived to the educational
institution(s) or their affiliates which are institutions to which I am (we are) eligible to apply for financial aid.
I (we) accept and agree to be bound by the terms and conditions listed above and acknowledge that the information provided on this form is true, correct,
and complete to the best of my (our) knowledge, and that I am (we are) authorized to sign this form and to disclose this information.
(X)
Applicant Signature (applicant)
Month
Day
Year
Month
Day
Please do not
send cash.
Year
(X)
Failure to complete a required field (shaded boxes) will result in an incomplete application that will not be processed.
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FACTS Grant & Aid Checklist
Don’t forget to send the following:
❏ Payment of the $25.00 nonrefundable application fee. (If payment was submitted online,
please disregard).
❏ Signature required for paper applications only. Paper applications received without a
signature will not be processed.
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❏ Copy of 2009 or 2010 IRS Federal Form 1040, 1040A or 1040-EZ U.S. Individual Income Tax
Return. If applicant and co-applicant file separately, we require both tax returns for the same tax
year.
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❏ Copies of all 2010 W-2 Wage and Tax Statements for both the applicant and co-applicant.
NOTE: If you are applying before you have received all the 2010 W-2 Wage and Tax
Statements, please submit them as soon as they become available.
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❏ Copies of all supporting tax schedules if you have income from any of the following*:
Business – (Form 1040 Line 12) Attach Schedule C or C-EZ and Form 4562 Depreciation and
Amortization
Farm – (Form 1040 Line 18) Attach Schedule F and Form 4562 Depreciation and Amortization
Rental Property – (Form 1040 Line 17) Attach Schedule E (page 1)
S-Corporation – (Form 1040 Line 17) Attach Schedule E (page 2), Form 1120S (4 pages),
Schedule K-1 and Form 8825
Partnership – (Form 1040 Line 17) Attach Schedule E (page 2), Form 1065 (5 pages),
Schedule K-1 and Form 8825
Estates and Trusts – (Form 1040 Line 17) Attach Schedule E (page 2), Form 1041 and
Schedule K-1
*IMPORTANT: If you file a tax return but do not have W-2 wages because you are
self-employed, you will be required to submit a copy of your 2010 Federal Form 1040 Tax Return.
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❏ Copies of all supporting documentation for household Non-Taxable Income such as: Social
Security Income, Welfare, Child Support, Food Stamps, Workers’ Compensation, and
Temporary Assistance for Needy Families (TANF).
Please allow 2 to 4 weeks for your application and supporting tax documents to be
processed. We are unable to verify receipt of documents until they are scanned into our
system, which takes approximately 2 to 3 business days. Faxed applications will not be
accepted. Application deadlines are set by the school or institution awarding the
scholarships. If you are applying after a given deadline date, please contact your school or
institution to ensure that your application will be accepted. It is recommended that you
keep a copy of your application for your records.
NOTE: Award decisions are not made by FACTS, but by the organization providing the scholarship.
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©2006, FACTS Management Company. Grant & Aid Assessment and the FACTS Management Company logo are trademarks of the FACTS Management Company.
