Financial Disclosure For Reasonable And Affordable Rehabilitation Payments Form - U.s. Department Of Education Page 2

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SECTION 4: BORROWER’S UNTAXED ASSISTANCE PAYMENTS INFORMATION
Provide the following information about the untaxed assistance payments you are currently receiving. Untaxed assistance payments include, but are not limited to,
welfare benefits, Social Security benefits, Supplemental Security Income, workers’ compensation, and child support. If you do not have any untaxed assistance
payments, do not fill out this section.
(1) For “Amount of Assistance Payments”, include the total amount(s) of any untaxed assistance payments you receive from all sources. If you have more
than one source of untaxed assistance payments, enter each individual amount in “First Source,” “Second Source,” and “Third Source,” respectively. If
you need additional space, attach a separate piece of paper.
For example, if you receive $200 per month in Social Security benefits and $150 per month in workers’ compensation, then report assistance
payments of $200 per month in “First Source” and $150 per month in “Second Source”.
(2) Indicate how often you receive the assistance payment that is supported by the documentation you provide.
Weekly
Amount of Assistance Payment (First Source):
_______________________
Monthly
Other:
___________________________
Weekly
Amount of Assistance Payment (Second Source):
________________________
Monthly
Other:
___________________________
Weekly
Amount of Assistance Payment (Third Source):
________________________
Monthly
Other:
___________________________
You must attach supporting documentation for each source of your assistance payments. Documentation of your assistance payments may include copies
of benefits checks or a letter from a court, a governmental body, or the individual paying alimony or child support specifying the amount. If you do not have
documentation of your assistance payments, attach a signed statement explaining your assistance payment source(s) and giving the address of each source.
Documentation must be dated within 90 days of the date you signed this form.
SECTION 5: SPOUSAL IDENTIFICATION
Only fill out this section if:
(1) you are married and your spouse has taxable income, untaxed assistance payments, or both
OR
(2) at least one of the defaulted loans you want to rehabilitate is a joint consolidation loan.
Provide the following information about your spouse if applicable:
Middle
Last Name
First Name
Social Security Number
Date of Birth (mm-dd-yyyy)
Initial
-
-
-
-
SECTION 6: SPOUSE’S TAXABLE INCOME INFORMATION – To be completed if you completed SECTION 5.
Provide the following information about your spouse’s taxable income he or she is currently receiving, using the instructions provided in Section 3 of this form.
You must attach supporting documentation for each source of your spouse’s income consistent with the instructions in Section 3.
Weekly (52 times per year)
Amount of Taxable Income (First Source):
_______________________
Every two weeks (26 times per year)
Other:
___________________________
Weekly (52 times per year)
Amount of Taxable Income (Second Source):
________________________
Every two weeks (26 times per year)
Other:
___________________________
Weekly (52 times per year)
Amount of Taxable Income (Third Source):
________________________
Every two weeks (26 times per year)
Other:
___________________________
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