2015 – 2016 Non-Custodial Parent Answer Form Use this Answer Form if you prefer to prepare your financial data on paper before entering it in the online Need Access Application at www.needaccess.org. Do not mail or fax any paper forms to Access Group. If parents are separated or divorced, the main supporting parent (and stepparent, if applicable) should complete the Parent Form. The other parent (and stepparent, if applicable) should complete the Non-Custodial Parent Form. This Answer Form is designed to be used with the Non-Custodial Parent Information Worksheet Instructions. For questions where the Instructions provide a list of possible answers, enter the applicable answer in this worksheet. For example, for question 62v, which asks the parents’ Current Marital Status, fill in the applicable choice, such as Single, Married/unmarried and both parents living together, Separated, Divorced, or Widowed. (Do not enter the number shown.) Please enter all dollar amounts in whole dollars only. Student Name: ____________________ Student SSN: ______________________ Student Date of Birth: __________ Parents/Stepparents/Guardian Information Non-Custodial Parent 1 is your legal parent whose information was not previously provided in Step 5: Parent Form. NonCustodial Parent 2 is the spouse of Non- Custodial Parent 1, if applicable. Non-Custodial Parent 2 is the spouse of Non-Custodial Parent 1. If Non-Custodial Parent 1’s Current Marital Status is Single, Separated, or Divorced, skip Non-Custodial Parent 2 questions. If Non-Custodial Parent 1 is Widowed, answer only 62ay from the Non-Custodial Parent 2 section. Non-Custodial Parent 1 Non-Custodial Parent 2 61c, 62c Name: _______________________ _______________________ 61cm, 62cm Date of Birth: ______/_______/_________ ______/_______/_________ 61d, 62d Street: _______________________ _______________________ 61e, 62e City: _______________________ _______________________ 61f, 62f State: _______________________ _______________________ 61g, 62g Zip Code: _______________________ _______________________ 61h, 62h Territory/Country: _______________________ _______________________ c237df, dm E-mail Address: _______________________ _______________________ 62v Current Marital Status of Non-Custodial Parent 1: _______________ 62ay Year Non-Custodial Parent 2/Stepparent/Guardian Died, if applicable: _______________________ 61i, 62i Occupation: _______________________ _______________________ 61j, 62j Job Title: _______________________ _______________________ 61k, 62k Employer: _______________________ _______________________ 61m, 62m Number of Years with this Employer: _______________________ _______________________ 2015-2016 Need Access Non-Custodial Parent Answer Form, Page 1 of 5 Parents’ Household Information 62p. Phone Number: (___) ___________________________ 62pe. Parents’ E-mail Address: ________________________ 62qp. Parent Last Claimed Student as Dependent: ____________ 62qy. Last Year Claimed: ___________ 62r. Parents’ Release of Financial Data (Yes, No): _______ 62s. Number of Family Members Financially Supported by Parents: ___________ 62t. Number in College in 2015-2016: ___________ 62tt. Federal Benefits Received in 2013 or 2014: __________ 62u. Number of Parents in College: ___________ 62wm, 62wy Date of Divorce/Separation: Month _____ Year _____ 62wrm, 62wry. Date of Remarriage: Month ____ Year ____ 62x. State of Legal Residence: _______________ c20d. Parents Living Abroad: _________ 62z. Income from Non-U.S. Sources in 2014 (Yes/No): _________ Parents’ Income and Expenses Schools may require one or both years of income and expense data. 63, 64a. Source of Following U.S. Tax Figures: 2014 ____________________ 2015 (Estimated) ____________________ Completed IRS Form 1040A or 1040EZ; Completed IRS Form 1040; Estimated IRS Form 1040A or 1040EZ; Estimated IRS Form 1040; Tax return will not be filed; Completed IRS Form 1040NR, Estimated IRS Form 1040NR 63, 64b. Number of Exemptions: ____________________ ____________________ 63, 64c. Adjusted Gross Income from IRS Form: $____________________ $____________________ 63, 64d. Itemized Deductions (1040 Schedule A): $____________________ $____________________ 63, 64e. U.S. Income Tax Paid: $____________________ $____________________ 63, 64f. Non-Custodial Parent 1 Earned Income: $____________________ $____________________ 63, 64g. Non-Custodial Parent 2 Earned Income: $____________________ $____________________ 63, 64h. Interest Income: $____________________ $____________________ 63, 64i. Dividend Income: $____________________ $____________________ 63,64j. Other Taxable Income: $____________________ $____________________ 63, 64k. Earned Income Credit: $____________________ $____________________ 63, 64m. Social Security Benefits: $____________________ $____________________ 63, 64n. AFDC/TANF: $____________________ $____________________ 63, 64o. Child Support Received: $____________________ $____________________ 63, 64p. Other Untaxed Income/Benefits: $____________________ $____________________ 63, 64q. Medical/Dental Expense: $____________________ $____________________ 63, 64r. Elementary/Junior/High School Tuition: $____________________ $____________________ ____________________ ____________________ 63, 64t. Child Support Paid: $____________________ $____________________ 63, 64u. Education Credits Received: $____________________ $____________________ 63, 64v. Taxable Income Exclusion: $____________________ $____________________ 63, 64s. Number of Children's Tuition Paid - 2015-2016 Need Access Non-Custodial Parent Answer Form, Page 2 of 5 Parents’ Assets 66a. Cash, Savings, and Checking Accounts (Today): Value $____________________ 66b, 66c. If Home is Owned, Home: $____________________ 66d. If Home is Owned, Year Purchased: Debt $____________________ ____________________ 66e. If Home is Owned, Home Purchase Price: $____________________ 66f, 66g. Other Real Estate $____________________ $____________________ 66h, 66i. Investments $____________________ $____________________ 66j, 36k. Business: $____________________ $____________________ 66ka. Small Family-Run Business (Yes, No): ____________________ 66m, 66n. Farm: $____________________ 66o. Family Lives on Farm (Yes, No): $____________________ ____________________ 66p. Retirement Accounts Value: $____________________ Parents’ Household Expenses 69a. Home Monthly Rent/Mortgage $__________ 69b. State and Local Taxes – 2014 $____________ 69c. Own or Lease a Vehicle: (Own, Lease, Own and Lease, None): ____________________ Vehicle 1. 69d. Model Year: _____ 69e. Make: ____________________ 69f. Model: ______________________ Vehicle 2. 69g. Model Year: _____ 69h. Make: ____________________ 69i. Model: ______________________ 69j. Total Vehicle Indebtedness: $ _____________ 69.k. Total Monthly Vehicle Payments: $_________________ Parents’ Household Members (71) Non-Custodial Parent 1 Information 71d. College Student (Yes, No): _____________ (72) Non-Custodial Parent 2 Information 72d. College Student (Yes, No): ___________ 71e. School/College/Institution _____________ 72e. School/College/Institution ___________ 71f. Class – 2015-2016: _____________ 72f. Class – 2015-2016: ___________ 71n. Tuition and Fees for 2015-2016 $____________ 72n. Tuition and Fees for 2015-2016 $__________ Parents’ Other Household Members Name: 73a. (73) Parents’ Other Household Member 1 _________________ 74a. (74) Parents’ Other Household Member 2 _________________ Age: 73b. _________________ 74b. _________________ Relationship to Student: 73c. _________________ 74c. _________________ College Student - 2015-2016 (Yes, No): 73d. _________________ 74d. _________________ School/College/Institution - 2015-2016: 73e. _________________ 74e. _________________ Class – 2015-2016: 73f. _________________ 74f. _________________ Assistance from Parents – 2015-2016: 73g. $_________________ 74g. $_________________ School/College/Institution - 2014-2015: 73h. _________________ 74h. _________________ Assistance from Parents – Last Year in School: 73m. $________________ 74m. $________________ 2015-2016 Need Access Non-Custodial Parent Answer Form, Page 3 of 5 Name: 75a. (75) Parents’ Other Household Member 3 _________________ 76a. (76) Parents’ Other Household Member 4 _________________ Age: 75b. _________________ 76b. _________________ Relationship to Student: 75c. _________________ 76c. _________________ College Student 2015-2016 (Yes, No): 75d. _________________ 76d. _________________ School/College/Institution 2015-2016: 75e. _________________ 76e. _________________ Class – 2015-2016: 75f. _________________ 76f. _________________ Assistance from Parents – 2015-2016: 75g. $_________________ 76g. $_________________ School/College/Institution 2014-2015: 75h. _________________ 76h. _________________ Assistance from Parents – Last Year in 75m. $________________ 76m. $________________ Name: 77a. (77) Parents’ Other Household Member 5 _________________ 78a. (78) Parents’ Other Household Member 6 _________________ Age: 77b. _________________ 78b. _________________ Relationship to Student: 77c. _________________ 78c. _________________ College Student 2015-2016 (Yes, No): 77d. _________________ 78d. _________________ School/College/Institution 2015-2016: 77e. _________________ 78e. _________________ Class – 2015-2016: 77f. _________________ 78f. _________________ Assistance from Parents – 2015-2016: 77g. $_________________ 78g. $_________________ School/College/Institution 2014-2015: 77h. _________________ 78h. _________________ Assistance from Parents – Last Year in 77m. $________________ 78m. $________________ School: School: 2015-2016 Need Access Non-Custodial Parent Answer Form, Page 4 of 5 Parent’s Special Circumstances 89. This section is not required of you to complete. Enter any special circumstance that you wish the school(s) to consider in their assessment of this application. If you do choose to add an explanation of your special circumstance, the financial aid administrator at the schools to which the application is being submitted may take your explanation into consideration. _____________________________________________________________________________________________________ _____________________________________________________________________________________________________ _____________________________________________________________________________________________________ _____________________________________________________________________________________________________ _____________________________________________________________________________________________________ _____________________________________________________________________________________________________ _____________________________________________________________________________________________________ _____________________________________________________________________________________________________ _____________________________________________________________________________________________________ _____________________________________________________________________________________________________ _____________________________________________________________________________________________________ _____________________________________________________________________________________________________ _____________________________________________________________________________________________________ _____________________________________________________________________________________________________ _____________________________________________________________________________________________________ _____________________________________________________________________________________________________ _____________________________________________________________________________________________________ 2015-2016 Need Access Non-Custodial Parent Answer Form, Page 5 of 5