Parent Asset Worksheet - 2015-2016
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12015-2016 |
Office of Student Financial Assistance
PARENT ASSET WORKSHEET
UCFID:____________________________
Student’s Name:______________________________
Address:_____________________________________
Date: _____________________________
City:_________________________________________
State/Zip:__________________________
Parent’s Name(s):______________________________
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.)
Was rental property sold/ foreclosed?...............................................................
Yes /
No
When?________
Was the rental property(s) listed on your parent’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 parent(s) 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:______________________________________ ___________________________________________
________________________________________________ ___________________________________________
_____________________________________
__________________________________
Date
Parent 2 (father, mother, stepparent)
Date
Parent 1 (father, mother, stepparent)
Office of Student Financial Assistance
Millican Hall, Room 120 Orlando, FL 32816-0113 Phone: (407) 823-2827 Fax:(407) 823-5241
dep_asset1516-Rev.02/15
An Equal Opportunity and Affirmative Action Institution
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