College Funding Advisors Free Analysis

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Confidential Family Contribution Analysis

In our years of practice, we've come to learn how overwhelming and complex the college aid process has become. By implementing appropriate strategies the amount of aid available to you can be increased dramatically. This is oftentimes true even for parents who think they are too wealthy to benefit!

If you would like to learn more about what the information on this form can do for you, just attend one of our seminars, otherwise...

Take a few minutes to fill out this form and we will contact you very soon! You have nothing to loose but a few minutes of your time...



Last Name:         
Address:           
City, State, Zip:  
Phone:             

        We need your email address
        here in order to respond by email...
Email: 



Family Information:

                Father/Step-Father     Mother/Step-Mother
First Name:          
Last Name:           
Attended Workshop?                     
Employed?                              
Year of Birth:                      

                                          College  Do you claim
              Child's          Date        Start     child as
             First Name      of Birth      Year?    dependent?
Child #1:        
Child #2:        
Child #3:        
Child #4:        
Child #5:        
Child #6:        
Child #7:        
Child #8:        
Child #9:        
Child #10:       

Other Dependents:

(i.e. elderly parent, disabled sibling etc.)



Primary Residence Information:

Year Purchased: 
Purchase Price: 
 Current Value: 
   Amount Owed:  (Mortgage + Equity Line Used)




Income Information:
(use rounded numbers or your 2009 Federal 1040 if available)

Adjusted Gross Income:           (line 37 on 2009 1040)
Father/Step-Father Gross Wage:   (earned income from W-2)
Mother/Step-Mother Gross Wage:   (earned income from W-2)
Interest/Dividend Income:        (line 8a plus 9a on 1040)
Business Income or Loss:         (line 12 on 2009 1040)
Capital Gain/Loss:               (line 13 on 2009 1040)
Rental Income:                   (line 17 on 2009 1040)
Annual Retirement Contribution: 
Total Federal Income Tax:        (line 55 on 2009 1040)
(Exclude self-employment tax)


Other Income Information:
(Please include Amount and Description)

(i.e. Child Support Received, Child Support Paid,
 Business Loss, Social Security, Disability,
 Extreme Medical/Dental Expenses etc.)



Asset Information:

Cash and Savings:              
Investments in Parent's Names: 
(i.e.: Stocks, Bonds, Non-Real Estate,
Non-Retirement Investments)

Retirement Savings:            
Net Worth of Business/Farm:    


Real Estate other than your Primary Residence

Property #1
Year Purchased: 
Purchase Price: 
Current Value:  
Amount Owed:     (Mortgage + Equity Line Used)

Property #2
Year Purchased: 
Purchase Price: 
Current Value:  
Amount Owed:     (Mortgage + Equity Line Used)

Property #3
Year Purchased: 
Purchase Price: 
Current Value:  
Amount Owed:     (Mortgage + Equity Line Used)

List Other Real Estate Information Here:
 (Please include the same four items
  for each property as listed above)




Student's Information: (The next to go to college)
                                                
                                                 
                    Int.       '09     Savings     
                     +         Fed    excluding    
          Gross     Div.       Tax     tuition     
          Wage:    Income     Paid:     plans     
Student:           

         Total all Pre-Paid Tuition Plans.
         Include the student plus all siblings. 
          (UPlan, UFund, 529 Plans etc.)
         
         Total Sibling's Savings.
         Include brothers and sisters living at home. 
          (Savings Accounts, Bonds etc.)



Divorce Information:

Who is custodial parent? 

Is the mother re-married? 
If yes, does she file jointly with her husband? 

Is the father re-married? 
If yes, does he file jointly with his wife? 



Do you currently work with a
financial advisor or investment broker? 

Please tell us how you heard about College Funding Advisors:


If you attended one of our Workshops, please tell us the
Date:  and the Location: 

Please tell us about any special
circumstances you feel we should know about:



College Funding Advisors uses the Federal and Institutional Methodologies to calculate
Family Contribution (FC).  By submitting this form I acknowledge that College Funding
Advisors cannot guarantee aid and that aid actually offered is at the discretion of the
Financial Aid Director at each college.