Student/spouse Asset Worksheet - 2015-2016
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12015-2016 |
Office of Student Financial Assistance
STUDENT/SPOUSE ASSET WORKSHEET
Student’s Name:_______________________________
UCFID: ___________________________
Address:_____________________________________
Date: _____________________________
City:_________________________________________
State/Zip:__________________________
Spouse’s Name:_______________________________
Phone:____________________________
Complete every question in this worksheet to report the value and debt of assets as of the day you first
completed the FAFSA. Do not leave any answer blank. If the tax return indicates the existence of an asset
such as interest, dividends, capital gains, rental real estate, partnerships, and S corporations, and you
report a $0 value, please provide a written explanation below.
VALUE
DEBT
$__________
$_________
CASH, SAVINGS, AND CHECKING ACCOUNTS:……………………………………..
$__________
$_________
REAL ESTATE:………………………………………………………………………………
(Ex: land, rental property, second and summer homes.
DO NOT INCLUDE THE HOME YOU LIVE IN.)
Yes /
No
When?_______
Was rental property sold/ foreclosed?...............................................................
Was the rental property(s) listed on your or your spouse’s Schedule E?.........
Yes /
No
___________________________
Address of rental property
$__________
_XXXXXX_
INVESTMENTS:………………………………………………………………………….......
(Ex: Qualified tuition plans such as Florida Prepaid and 529s, CDs, trusts, mutual funds,
stocks, bonds, Education IRAs, S corporations, partnerships, etc.)
$__________
$_________
BUSINESS:…………………………………………………………………………………...
(Ex: land, buildings, inventories, equipment, machinery, etc. Note: Do not report small
businesses that you or your spouse own and control that has 100 or fewer full time or full time
equivalent employees.)
$__________
$_________
FARM INVESTMENT:……………………………………………………………………….
(Ex: livestock, machinery, land, buildings, equipment, etc.)
Does the family live on a farm?
_____
Yes
______No
Explanation:_________________________________________ ____________________________________________
___________________________________________________ ____________________________________________
____________________________________
___________________________________
Student’s Signature
Date
Spouse’s Signature
Date
Office of Student Financial Assistance
Millican Hall, Room 120 Orlando, FL 32816-0113 Phone: (407) 823-2827 Fax:(407) 823-5241
Indep_asset1516-Rev.02/15
An Equal Opportunity and Affirmative Action Institution
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