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606 College Funding Data Form

606 College
Funding Data Form

Step 1 of 9 - 1

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Account Number

Please enter your Account Number here. Please double-check for accuracy as this is how your data is reported and tracked throughout our system.

Account Number(Required)

Student First Name(Required)

Student Last Name(Required)

Student Email(Required)

Student's High School

Please complete the appropriate High School information for the Student if applicable.

High School

High School City

High School State

Student's Colleges Being Considered

You may select up to six colleges to include in your initial reporting (search tips: U of, Coll of, UC, etc.).

College 1

College 2

College 3

College 4

College 5

College 6

Student's Income Information

Please report Student's most recent tax year information.

File a Federal Tax Return for Last Year?(Required)

If Filed, was a Schedule 1 Filed with Return?

If Filed, Filing Status

Earnings from Work(Required)

Refer to W2s; or Form 1040, line 1

If Filed, Adjusted Gross Income (AGI)

Federal Income Tax Return - Form 1040, line 11

If Filed, Federal Taxes Paid

Form 1040, line 22 minus Schedule 2, line 2

If Filed, Itemized Deductions

Form 1040, line 12a

If Filed, Interest Income

Form 1040, line 2b

If Filed, Dividend Income

Form 1040, line 3b

Student's Asset Information

Please include the TOTAL for each Student Non-Qualified (non-retirement) account.

Cash, Checking & Savings

Certificates of Deposit

T-Bills

Money Market Funds

Mutual Funds

Stocks / Stock Options

Bonds

Other Securities

Installment Contracts

Commodities

UGMA

All Other Investments

Parent / Family Information

Total Family Members(Required)

Total number in Student's household.

Family Members in College(Required)

Must be at least 1 - Student of record.

Number of Parent(s) in Student's Household(Required)

One Parent Household

Two Parent Household

Family Phone(Required)

Parent 1

Parent 1 First Name(Required)

Parent 1 Last Name(Required)

Parent 1 Relationship(Required)

Parent 1 Email(Required)

Parent 1 Phone(Required)

Parent 1 Earnings from Work(Required)

Refer to W2s; or Form 1040, line 1

Parent 1 Date of Birth(Required)

MM slash DD slash YYYY

Parent 2

Parent 2 First Name(Required)

Parent 2 Last Name(Required)

Parent 2 Relationship(Required)

Parent 2 Email(Required)

Parent 2 Phone(Required)

Parent 2 Earnings from Work(Required)

Refer to W2s; or Form 1040, line 1

Parent 2 Date of Birth(Required)

MM slash DD slash YYYY

Parent Income Information

Please report Parent's most recent tax year information.

File a Federal Tax Return for Last Year?(Required)

If Filed, was a Schedule 1 Filed with Return?

If Filed, Filing Status

If Filed, Adjusted Gross Income (AGI)

Federal Income Tax Return - Form 1040, line 11

If Filed, Federal Taxes Paid

Form 1040, line 22 minus Schedule 2, line 2

If Filed, Itemized Deductions

Form 1040, line 12a

If Filed, Income Adjustment

Form 1040, line 10

If Filed, Interest Income

Form 1040, line 2b

If Filed, Dividend Income

Form 1040, line 3b

If Filed, Business, Farm, Rents, etc.

Form 1040, line 7

If Filed, Other Taxable Income

Form 1040, line 8

Medical Expenses NOT Covered by Insurance

Parent Asset Information

Please include the TOTAL for each parent Non-Qualified (non-retirement) account.

Cash, Checking & Savings

Certificates of Deposit

T-Bills

Money Market Funds

Mutual Funds

Stocks / Stock Options

Bonds

Other Securities

College Savings Plans

Installment Contracts

Commodities

All Other Investments

Parent Asset Information (continued)

Please include the TOTAL MARKET VALUE as of today for each asset / account.

IRA, Keogh, 401k, etc. Accounts

Annuities (retirement)

Assets Held in Siblings' Name

529 Plans in Siblings' Name

Parent Primary Residence

As some colleges assess home value in determining funding eligibility, please include today's CURRENT MARKET VALUE of your primary residence.

Current Home Value

Current Home Debt

Monthly Mortgage Payment

Cost of Home When Purchased

Parent Investment Property

Please include the TOTAL MARKET VALUE as of today for all investment properties owned by parent(s).

Investment Property Total Value

Do NOT include primary residence.

Investment Property Total Debt

Do NOT include primary residence.

Investment Farm Value

Only if parent(s) don't live on the farm.

Business Value

Only if business has 100+ employees.

Student - Formula Worksheets

Please report ANNUAL FIGURES for all that apply.

Earned Income Credit

Tax Form 1040, line 27a

Additional Child Tax Credit

Tax Form 1040, line 19

Welfare Benefits

Include TANF; do NOT include food stamps.

Social Security Benefits Received

Only include if NOT taxed (such as SSI).

Payments to Tax-Deferred Pensions

W2 Form, Boxes 12a-12d, codes D, E, F, G, H & S

IRA Deductions, SEP, SIMPLE, etc.

Tax Form 1040, Schedule 1, lines 16 + 20

Tax Exempt Interest Income

Tax Form 1040, line 2a

Untaxed IRA Distributions (Exclude Rollovers)

Tax Form 1040, lines (4a + 5a) minus (4b + 5b)

Housing, Food, Other Allowances

Paid to members of the military, clergy, and others.

Veterans' Non-Education Benefits

Disability, death pension, or dependency indemnity.

Any Other Untaxed Income

Workers' comp, untaxed health savings, etc.

Money Received

Any monies received NOT reported elsewhere.

Education Hope Credits

Tax Form 1040, Schedule 3, line 3

Work Study Taxable Earnings

Taxable earnings from need-based work programs.

Grant, Scholarship, etc.

ONLY include those reported to the IRS in AGI.

Parent(s) - Formula Worksheets

Please report ANNUAL FIGURES for all that apply.

Earned Income Credit

Tax Form 1040, line 27a

Additional Child Tax Credit

Tax Form 1040, line 19

Welfare Benefits

Include TANF; do NOT include food stamps.

Social Security Benefits Received

Only include if NOT taxed (such as SSI).

Payments to Tax-Deferred Pensions

W2 Form, Boxes 12a-12d, codes D, E, F, G, H & S

IRA Deductions, SEP, SIMPLE, etc.

eCollegePro Family Suite

606 College Funding Data Form

606 CollegeFunding Data Form

Account Number

Student's High School

Student's Colleges Being Considered

Student's Income Information

Student's Asset Information

Parent / Family Information

Parent 1

Parent 2

Parent Income Information

Parent Asset Information

Parent Asset Information (continued)

Parent Primary Residence

Parent Investment Property

Student - Formula Worksheets

Parent(s) - Formula Worksheets

606 College
Funding Data Form