Information Needed to Complete Forms
Please provide the following information:

1. Federal and State tax returns including W-2 Forms (parents' and student's most recently completed).

2. The purchase price of your home, year purchased, current value, home equity loan balance, and monthly mortgage payment.

3. Parent's 2009 earnings (latest pay stubs). *

4. Child support payments made or received in 2009. *

5. Net business or rental income (income minus expenses). *

6. Student's 2009 earnings (latest pay stubs). *

7. Interest and dividends received by parents in 2009. *

8. Interest and dividends received by student in 2009. *

9. Current value of parents' savings (checking accounts, savings accounts, C.D.s, etc.).

10. Current value of parents’ investments (stocks, bonds, mutual funds, 529 plans etc.).

11. Current value of student's savings

12. Current value of student’s investments.

13. Elementary and secondary school tuition paid in 2009. (Do not include tuition paid for applicant.)

14. Social Security benefits received.

15. Value of other real estate owned, mortgage balance, year purchased and original purchase price.

16. Value of parents' business or farm; debt on business or farm.

17. Parents' 2009 contributions to IRA, TSA, 401K and Keogh plans. *

18. Family's medical and dental expenses for 2009 not paid by insurance. (Include insurance premiums.)*

19. The amount of parent education loan plus repayments made in 2009 and expected in 2010.

20. Names and ages of siblings.

21. Has the student ever been convicted of possessing or selling illegal drugs?

22.   Approximate value of each parent(s) retirement plans (IRA, 403B, 401K, Def. Comp.)*

 23.   Is the student planning to complete coursework necessary to become an elementary or secondary school teacher, either now or in the future?

 24. For new students, please provide student’s SAT (College Board) user name and password.

 25. For returning students, we need college cost and payment info:  total cost, grants & scholarships, student loans, by parents (loans and cash).

* Estimate these figures if necessary.

Please complete the CLIENT INFORMATION FORM online and submit to us prior to your appointment.

New students should apply for PIN number.

RETURNING CLIENTS (with no new student)

1.   Current email address.

2.   Any change of address?

3.   Change in marital status?

4.   Change in employment?

5.   Best phone number to reach you.

6.   Name of college and housing preference (on-campus, off campus, with-parents).

7.   Does the college require a CSS Profile Form?  If yes, please register and provide login ID and Password.