Here is a financial aid checklist showing all of the documents and records you will need:
- A blank federal income tax form for the current year
- A copy of last year's income tax return
- W-2 forms (If you haven't received your W-2s yet, you can get an estimate from your pay stubs or your employer's payroll department)
- 1099s or an estimate of income (if any)
- A record of all income for the current year and a record of deductible expenses (if self-employed)
- Records of untaxed income (Social Security, welfare, etc.) received in the current year
- Bank statements, brokerage statements, and investment records for the current year
- Mortgage statements for the current year
- Record of child support or alimony paid out or received in the current year
- Records of medical and dental expenses paid in the current year
- Student's driver's license and Social Security numbers.
