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2012-2013 CASH AND INVESTMENT VALUES - Financial Aid

2012-2013 CASH AND INVESTMENT VALUES - Financial Aid-2025

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The document is a financial aid form for Cal Poly students for the 2012-2013 academic year. It requires students to report their cash, real estate, investments, business net worth, and farm investment net worth to assess their eligibility for financial aid. The form must be submitted by November 1, 2012, or before the student's enrollment ends, and includes a certification statement for accuracy.

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Click ‘Get Form’ to open the 2012-2013 CASH AND INVESTMENT VALUES - Financial Aid document in the editor.
Begin by entering your personal information at the top of the form, including your last name, first name, phone number, and EMPL ID#.
In Section 1, report your total cash balance from savings and checking accounts. Enter this amount in the designated field.
For Section 2, list all real estate investments excluding your primary residence. Provide complete addresses and current market values for each property along with any debts owed against them.
Calculate the total current market value of all properties and subtract the total debt to find your net worth for real estate investments.
In Section 3, indicate the net worth of other investments such as stocks and bonds. Remember to exclude real estate holdings when calculating this value.
Complete Sections 4 and 5 by providing net worth figures for business and farm investments respectively, ensuring you follow the guidelines on what to include or exclude.
Finally, sign and date the form to certify that all information is accurate before submitting it to the Cal Poly Financial Aid Office.

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We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

Does life insurance payout affect FAFSA?

Cash values of whole life insurance policies and qualified annuities are not reported on the FAFSA. However, non-qualified annuities are counted as assets on the CSS Profile, a form used by many schools to determine non-government aid eligibility.

What is the downside of cash value life insurance?

This means you may end up paying more in premiums over time than what your policys death benefit is worth. Additionally, the returns on the investment portion of cash value life insurance are often lower compared to other types of investments such as stocks or mutual funds.

Does cash value life insurance count against financial aid?

Cash values of whole life insurance policies and qualified annuities are not reported on the FAFSA.

Can I get financial aid if my parents make over 100k?

There are no FAFSA income limits, meaning theres nothing stopping even the richest college students from submitting a FAFSA.

Do parents who make $120000 still qualify for FAFSA?

Yes, you can still qualify for college financial aid even if your parents income is considered high. Financial aid comes in various forms, including federal and state grants, scholarships, work-study programs, and loans. Here are some key points to consider:

Is $100,000 too much for FAFSA?

Technically, no income is too high for the FAFSA.

What assets are not considered for financial aid?

Your primary home: The FAFSA doesnt expect you to list the value of your primary home as an asset that can help pay for college. Your retirement savings: The FAFSA doesnt ask you to list the balance of 401(k)s, IRAs, Roth IRAs, pensions, annuities, or other retirement funds.

What tax year does financial aid look at?

The 202425 Free Application for Federal Student Aid (FAFSA) form asks for your (the students) and your familys 2022 income and tax information. enables submitting a FAFSA form before attending school.

Is there a maximum parent income for FAFSA?

A common myth is that students from high-income families wont qualify for FAFSA funding. In reality, theres no maximum income cap that determines your eligibility for aid. Although your earnings are a factor on the FAFSA, only some programs are based on need.

Is $70,000 too much for FAFSA?

There is no income that is too high to file a FAFSA. No matter how much you make, you can always submit a FAFSA. Eligibility for need-based financial aid increases as the cost of attendance increases, so even a wealthy student might qualify for financial aid at a higher-cost college.