COLLEGE PLANNING REPORT

Required fields are marked with an *. Use estimates as needed.

Parent Contact Info

If the biological parents do not live together, please have each fill out the form separately

Full Name: *

Email *

Student Information

Student Name

State: *

Years till college: *

Student Grade:

Student GPA:

SAT (reading + math):

ACT Score:

Family Information

Family Size: *

Number in College: *

Age of Oldest Parent: *

Tax Return Filed:

Married
Individual
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Number of exemptions claimed

Parents Marital Status:

Married
Individual
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Parents' Income

Parent 1 Wages:

Parent 2 Wages:

This would be found on 2021 IRS form: 1040 line 1+ Schedule 1 lines 3+6+ Schedule K-1 Box 14 (Code A). If any individual earning items are negative, treat them as zero.

Federal Taxes Paid:

Total Untaxed Income:

TOTAL UNTAXED INCOME-- The sum of: payments to tax deferred pensions & savings plans; qualified retirement plan deductions; child support received; tax-exempt interest: Foreign Income Exclusion: untaxed IRA distributions & pension other living allowances & other untaxed income & benefits.

Parents AGI: *

Parents Financial Information

Liquid Financial Assets

Amount in Checking Accounts

Amount in Savings Accounts

Amount in Bank CDs:

Amount in Stocks/Crypto/Bitcoin etc?

Amount Contributing to Active Retirement Account(s):

Amount in Active Employer Retirement Accounts

Amount in Former Employer Retirement Account(s)

Amount in Personal Retirement Account(s):

Amount in Education Plans:

Additional Liquid Assets Not Previously Listed

Real Estate Assets

Residence Equity:

Other Real Estate Equity:

Life Insurance

Please list life insurance policies: Death Benefit and Cash Value amounts if applicable

Please list any debts along with the interest rate and payment amounts

Student's Income & Assets

Student Gross Income:

AGI:

Untaxed Income:

Federal Tax Paid:

Student Liquid Assets:

The sum of: cash, savings, checking, real estate, investments, net worth of student's portion of any (include UTMA/UGMA).

Other information

Please list the colleges you are considering as well as the state in which they are located. ***If you have already received any scholarships for a particular college, please include this info as well*** *

Any additional information you would like to be considered as we prepare your College Planning documents? *