APPLICATION FOR DISADVANTAGE LOAN PROGRAMS HPSL – HEALTH PROFESSIONS STUDENT LOAN LDS – LOANS FOR DISADVANTAGE STUDENTS Student Name: ________________________________ Student I. D. Number: ___________________ Permanent Address: ____________________________________ Phone Number: ________________ Street Address City State Zip Checklist: □ Complete the 2016-2017 Free Application for Federal Student Aid (FAFSA) with parent information. If you have already submitted this form without parent information, please log into www.FAFSA.GOV and submit a correction to include your parents’ information using the date retrieval tool. □ Complete all sections of the application and sign. □ Obtain and attach all 2015 IRS Federal Tax Return Transcripts for the student, their spouse (if applicable) and your parent(s). An IRS Federal Tax Return Transcript can be obtained by visiting www.irs.gov or by calling 1-800-908-9946. You may provide a signed copy of IRS Federal Tax Returns instead of the tax transcript. □ Provide copies of all W2’s, if required □ Collect and submit any other required documentation, such as child support paid or received. □ Submit all information to the Student Financial Aid Office at the College of Podiatric Medicine SECTION 1: HOUSEHOLD INFORMATION List the people in the student’s household. Include: the student; your spouse; your children if you will provide more than half their support between July 1, 2016 – June 30, 2017; and any other people that now live with you and you provide more than half their support, and will continue to provide more than half their support between July 1, 2016 – June 30, 2017. Student’s Household Member’s Name Date of Birth Relationship to Student Name of college they will attend during 2015-2015 (if applicable) List the people in your parents’ household. Include: your parents; your parents’ other children if your parents will provide more than half of their support between July 1, 2016– June 30, 2017; and any other people that now live with your parents if your parents will provide more than half of their support, and will continue to provide more than half their support between July 1, 2016 – June 30, 2017. Please contact the Student Financial Aid Office if you have questions regarding which parents / stepparents should be included on this form. Parent(s) / Stepparent Date of Birth Social Security Number Month and Year Married Parent(s)Household Member’s Name Date of Birth Relationship to Parent Name of college they will attend during 2016-2017 (if applicable) SECTION 2: TAX FILING STATUS Student & Spouse Filing Status □ I completed my 2015 federal income tax return. If you filed with a spouse, and did a joint federal tax return, attach all copies of you and your spouse’s 2015 W-2’s □ I’m not going to file a 2015 federal income tax return. However, in 2015, I earned: $_______________. Attach all copies of you and your spouse’s (if applicable) 2015 W-2’s. □ I’m not going to file a 2015 federal income tax return, and I did not work in 2015. Parent(s) Filing Status □ My parents completed their 2015 federal income tax return. If your parents filed a joint federal tax return, attach all copies of their 2015 W-2’s □ My parents are not going to file a 2015 federal income tax return. However, in 2015 my parent’s earned: $_______________. Attach all copies of your parent’s 2015 W-2’s. □ My parents are not going to file a 2015 federal income tax return, and did not work in 2015. SECTION 3: UNTAXED INCOME INFORMATION Do not leave any question in this section blank. Enter “0” if no income was received from one of the sources listed below. Note: You must provide the required documentation if requested Student/Spouse $__________ Additional Income Information For Calendar Year 2015 (Provide documentation if requested) Military Combat Pay or Special Combat Pay that was taxable (FOR MILITARY VETERAN’S ONLY). Only include amount that was taxable and included in your Adjusted Gross Income. Combat pay is reported on your 2015 W-2 in Box 12, letter Q. Parent(s) or Stepparent $__________ Documentation Required: Copy of 2015 W-2 from employer where you earned combat pay. Child support paid because of divorce or separation. Don’t include support for children in your (or your parents’) household. $__________ $__________ $__________ Documentation Required: Statement from the Bureau of Child Support, or signed statement from the parent who received the payments. Documentation must include the names of the children and the total amount received for each child in 2015. Taxable earnings from Federal Work Study or other need-based work programs. Documentation Required: Copy of 2015 W-2 from employer where you earned Federal Work Study. Earnings from work under a cooperative education program. Enter here any amounts you earned from work under a cooperative education program offered by an institution of higher education. Do not include Federal Work Study or Graduate Assistantships. $__________ $__________ $__________ Documentation Required: Copy of 2015 W-2 from employer of your coop and documentation from your college showing your job was a co-op. Student grant, scholarship, and fellowship aid, including AmeriCorps awards reported to the IRS in your (or your parents’) 2015 Federal Tax Return. $__________ $__________ Documentation Required: Signed copy of 2015 Federal Tax Return with all pages and schedules, showing amount reported in scholarships and grants. Student/Spouse Untaxed Income Information For Calendar Year 2015 (Provide documentation if requested) Parent(s) or Stepparent Child Support received for all children. Don’t include foster care or adoption payments. $__________ Documentation Required: Statement from the Bureau of Child Support or signed statement from the parent who made the payments. Documentation must include the names of the children and the total amount paid for each child in 2015. $__________ Federal Nutrition Assistance Program (SNAP) received by any member of the household. $__________ $__________ Documentation Required: Statement from the agency that issued the SNAP benefit or other documentation that includes the amount received in 2015. Payments to tax-deferred pension and/or savings plans (paid directly or withheld from earnings), including but not limited to amounts reported on the 2015 W-2 Form in box 12 codes D,E,F,G,H, and S. $__________ $__________ $__________ Documentation Required: Copy of 2015 W-2 from employer(s) where you made payments to a tax deferred pension. Housing, food, and other living allowances paid to members of the military, clergy, and others (including cash payments and cash value of benefits). $__________ $__________ Documentation Required: Copy of 2015 W-2 from employer(s). Veteran’s non-education benefits such as Disability, Death Pension, or Dependency & Indemnity Compensation (DIC) and/or VA Educational Work-Study allowances. $__________ $__________ Documentation Required: Statement showing amount received in 2015. Untaxed portions of IRA Distributions reported on 2015 Federal tax return (Line 15a-15b on 1040, or Line 11a-11b on 1040a). Please check box if this was a rollover. $__________ Rollover $__________ If this was a rollover please mark box provided. Untaxed portions of Pension & Annuities reported on 2015 Federal tax return (Line 16a-16b on 1040, or Line 12a-12b on 1040b) Please check box if this was a rollover. Rollover Rollover $__________ Rollover If this was a rollover please mark box provided. Any other untaxed income or benefits not reported elsewhere. Examples include but are not limited to: worker’s compensation, untaxed portions of railroad retirement benefits, Black Lung Benefits, disability, and combat pay not included in AGI on tax return (tax filers only). $__________ DO NOT INCLUDE student aid, earned income credit, child tax credit, welfare payments, untaxed Social Security benefits, Workforce Investment Act educational benefits, combat pay, benefits from flexible spending arrangements (e.g., cafeteria plans), foreign income exclusion or credit for federal tax on special fuels. Documentation Required: Statement from the agency providing the funds. Combat pay is reported on 2015 W-2 in Box 12, letter Q. $__________ SECTION 4: PARENT ASSETS What is your parents’ total current balance of cash, savings, and checking accounts: $______________ What is the net worth of your parents’ current investments: $______________ Investments include real estate (do not include the home they live in), trust funds, money market funds, mutual funds, certificates of deposit, stocks, stock options, bonds, other securities, installment and land sale contracts (including mortgages held), commodities, etc. Include the value of all college savings plans (529 and prepaid tuition credit programs) owned by the parent or the student. Do not include the value of life insurance policies, retirement plans, pension plans, annuities, noneducational IRA’s, Keogh plans etc. The value of education IRA’s must be included. If your parent(s) own their own business, what is the net worth of that business: Include land, buildings, machinery, equipment, inventory, etc. $______________ Circle One Is the business owned and controlled by the student’s parent(s)? Yes No Does the business employ less than 100 full-time employees? Yes No What is the net worth of your parents’ investment farm: $______________ Don’t include a farm that you live on and operate SECTION 5: SIGNATURES This form must be signed by the student and spouse (if d married), or by the student and at least one parent. By signing this application you hereby affirm that all information reported on this form and any attachment hereto is true, complete, and accurate to the best of your knowledge. You understand that the Student Financial Aid Office at Kent State University will correct the FAFSA application, as necessary, based on the information submitted. You agree that you understand that if you received federal student aid based on incorrect information, you will need to repay it. You may also be required to pay fines and fees. By signing below, you certify that you (1) will use federal and/or state student financial aid only to pay the cost of attending an institution of higher education, (2) are not in default on a federal student loan or have made satisfactory arrangements to repay it, (3) do not owe money back on a federal student grant or have made satisfactory arrangements to repay it, (4) will notify your college if you default on a federal student loan and (5) will not receive a Federal Pell Grant from more than one college for the same period of time. _______________________________________________________________ _____________________ Student Signature Date _______________________________________________________________ _____________________ Student’s Spouse Signature (if applicable) Date ______________________________________________________________ Parent/Stepparent Signature _____________________ Date STUDENT FINANCIAL AID OFFICE – COLLEGE OF PODIATRIC MEDICINE 6000 Rockside Woods Blvd Independence, OH 44131 216-916-7490 FAX 216-916-7382 kwrigh32@kent.edu