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.