2016-2017 asset verification form

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2016-2017 asset verification form
This form is being sent based on the financial aid application materials that have been submitted. The information provided is either incomplete or conflicts with information
received from another source. No further processing of financial aid can occur until this information is received by the Office of Student Services. Please be sure to provide
complete information. Do not leave any blank lines. Enter zeroes where appropriate. Please return this form and all appropriate documentation to Boston College Financial
Aid Processing Center, P.O. Box 67486, Chestnut Hill, MA 02467.
Student Name _________________________________________________
Family Assets (current value)
Student Eagle ID No. ______________________________
Do not leave blanks. Enter “N/A” or zeros where appropriate.
Student
Parent(s)
Sibling(s)
Cash and Savings
$ ________________________
$ ________________________
$ ________________________
Trusts
$ ________________________
$ ________________________
$ ________________________
$ ________________________
$ ________________________
$ ________________________
Educational Savings Plan
$ ________________________
$ ________________________
$ ________________________
Prepaid Tuition Plan
$ ________________________
$ ________________________
$ ________________________
Investments, including Stocks,
Bonds, CDs, etc. (Do not include
retirement savings such as pension plans, 401K, 403B, etc.)
Parent(s) Asset and Expense Information
Do not leave blanks. Enter “N/A” or zeros where appropriate.
Current Debt
Current Value
Housing Status
q
Own
Monthly Mortgage Amount $___________________
Fair Market Value of Home
Primary Mortgage Loan Balance
$ ____________________________
$ ______________ Date: _________
Purchase price
Secondary Mortgage Loan Balance
$ ____________________________
$ ______________ Date: _________
Year purchased
_____________________________
Home Equity Line of Credit Balance
Other Real Estate
Fair Market Value of Home
Primary Mortgage Loan Balance
Address ______________________________________________
Street
_____________________________________________________
City
State
Zip
$ ____________________________
$ ______________ Date: _________
Purchase price
Secondary Mortgage Loan Balance
$ ____________________________
$ ______________ Date: _________
Year purchased
_____________________________
Home Equity Line of Credit Balance
Other Real Estate
Fair Market Value of Home
Primary Mortgage Loan Balance
Address ______________________________________________
Street
_____________________________________________________
City
State
Zip
$ ____________________________
$ ______________ Date: _________
Purchase price
Secondary Mortgage Loan Balance
$ ____________________________
$ ______________ Date: _________
Year purchased
_____________________________
Home Equity Line of Credit Balance
q
q
Rent
Monthly Rental Amount
Other (Explain)
$___________________
___________________________
__________________________________________
$ ______________ Date: _________
$ ______________ Date: _________
$ ______________ Date: _________
Business/Farm
% of ownership # of employees
q Schedule C Sole Proprietorship* ____________ ___________
q Partnership*
____________ ___________
q S Corporation*
____________ ___________
q C Corporation*
____________ ___________
q Farm*
____________ ___________
(Check all that apply) *Attach corresponding tax return.
$ ________________________
$ ________________________
$ ________________________
$ ________________________
$ ________________________
$ ________________________
$ ________________________
$ ________________________
$ ________________________
$ ________________________
Retirement Savings (Pension plans, 401K, 403B, etc.)
$ ________________________
$ ________________________
Student Signature ___________________________________________________________
Date ______________________________
Parent Signature ____________________________________________________________
Date ______________________________
SASSET2017
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