Items to Bring: FAFSA/CSS Profile Review
For your FAFSA/CSS Profile Review, please have the following information available:
- For FAFSA security protocols, please be sure to have the student’s email address, and both parents’ email addresses.
- Student’s current GPA and SAT/ACT scores.
- List of colleges your student is interested in attending.
- Student’s and parents’ most recent W-2s and/or 1099’s.
- Student’s and parents’ most recent tax returns with all forms and schedules.
- Records of non-taxable income such as TANF, Social Security, and veterans’ benefits.
- Records of medical expenditures for your student including:
- Medical/dental/vision insurance premiums
- Copays
- Miscellaneous costs for orthodontists, braces, prescriptions, crutches, contacts, glasses, etc.
- Total amount in your current IRAs, 401(k)’s, and other retirement plans.
- Student and parents’ most recent statements for checking, savings, and investment accounts.
- Debt balances, payments, and interest rates – such as: credit cards, cars, loans, etc.
- Current information on your home:
- Original purchase price
- Current market value (best estimation)
- Balance owed on first and second mortgage
- Monthly payment of first and second mortgage
- Annual property taxes
- Annual insurance premium
- Similar information on any other real estate you own (rental, second home, business, etc.)
- If self-employed, business or farm records (most recent).
If you have any questions, please contact our office.