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Why does the college office need financial forms?
Why does the college office need financial forms?
To help complete financial aid applications - In order to accurately complete the FAFSA, TAP, and CSS Profile, students will need to have their parent(s)/guardian(s)' tax returns handy, as these applications ask about specific sections of federal and state tax returns. In order to best support students, the college office requires copies in order to troubleshoot students' questions.
To determine eligibility for aid and opportunity programs - Certain admissions programs, including opportunity programs, have strict financial qualifications. In order to determine a student's eligibility, the college office needs to understand the family's most up-to-date financial information.
To complete financial aid verification and college follow-up - In the spring, students may need to complete additional verification to confirm financial aid. This verification process usually requires copies of tax and other financial forms. With copies in hand, the college office can quickly submit necessary paperwork in order to quickly confirm financial aid.
What forms are needed?
What forms are needed?
The following forms should be uploaded through this link by the school deadline of FRIDAY, OCTOBER 7
From Parent(s) or Guardian(s):
Parent/Guardian 2021 Federal Tax Return (1040 or 1040-SR)
Parent/Guardian 2021 State Tax Return (usually IT-201)
Parent/Guardian W-2 or 1099 forms
Records of untaxed income such as court-mandated child support, interest income, public assistance, food stamps, SSI or Social Security
Investments, including stocks, bonds and real estate
From students:
Student 2021 Federal Tax Return (1040) - if student worked in 2021
Student 2021 State Tax Return (IT-201) - if student worked in 2021
Student W-2 or 1099 forms - if student worked in 2021
Financial Income Request for Parents_August 2022.pdfNext Steps
Next Steps
Once the college office receives any financial forms, the initial email will be deleted, and the attachments will be added to a secure server. Director of College Counseling Joe Rosales will be the only person with access to all financial documents.
If you have more questions about submitting financial documents, please email Joe or set up a virtual meeting.
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