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Interest and Dividend Income Statement - University of Virginia - virginia

Interest and Dividend Income Statement - University of Virginia - virginia 2025

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The document is an Interest and Dividend Income Statement for the 2012-2013 academic year, used to report interest and dividend income on federal tax returns. It provides instructions for reporting assets in U.S. dollars, including cash, savings, and investments, while calculating asset values based on a 3% rate of return. The form requires detailed information about student and parent assets, including trust funds, and mandates explanations if reported values are lower than calculated amounts. Signatures from both the student and parent (if applicable) are required for submission.

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Click ‘Get Form’ to open it in the editor.
Begin by entering your Student’s University ID or SIS ID at the top of the form.
In the section for STUDENT INTEREST/DIVIDEND INCOME, report the total interest and/or dividend income from your 2011 Federal Income Tax Return. Calculate the implied asset value based on a 3% rate of return.
Fill in Section 1 for CASH, SAVINGS AND CHECKING ACCOUNTS by listing all account types and their balances as of your FAFSA filing date.
Complete Section 2 for INVESTMENTS, ensuring you do not include retirement accounts. List each type of investment and its market value.
If applicable, provide details in Section 5 regarding any trust funds, including necessary documentation if restrictions apply.
Answer Sections 6 and 7 regarding asset values compared to calculated amounts. Attach signed statements if values are less than expected.
Finally, sign and date the certification statement at the end of the form to confirm accuracy before submission.

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Does the University of Virginia have finance?

As a governmental nonprofit the University is generally exempt from income tax under Section 501(c)(3) of the Internal Revenue Code.

Does the University of Virginia track interest?

UVA is now in a stronger nancial position than in its recent history with a growing endowment, a strong tradition of philanthropy, a diverse revenue base exceeding $2.5 billion annually, and increasingly efficient and effective operations.

How much money does UVA make a year?

The department offers minor in accounting, business administration, economics, finance, leadership studies, military science, and international business. All minors offered by the Department require at least 12 hours at the 3000-level or higher completed through UVA Wise.

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