Complete Questionnaire

EFC Fact Finder

Student's Name

Phone:

High School Graduation Year:

DOB:

Number of Minor children

Ages of minor children:

Parent 1 Name:

Parent 1 Email:

Parent 1 Phone:

Parent 1 DOB:

Parent 2 Name:

Parent 2 Email:

Parent 2 Phone:

Parent 2 DOB:

Adjusted Gross Income: (Joint or Single) Estimate

Parent(s) Federal Taxes Paid:

Parent 1 Income Earned from Wages & Business:

Parent(s) Annual Contributions to Tax-Deferred Savings (401K, 403b, 457):

Parent(s) Cash Checking Savings $:

Parent(s) Current Investments $:

Equity in Primary Household $:

529 Plans in Parent’s Name $:

Student Income:

Student Cash Checking Savings $:

Student Current Investments $: 0

529 in Student’s Name $:0