Financial Aid Planner 2008-09

This form should be completed by traditional undergraduate prospective students.

After completion of this planner and upon acceptance to Cedar Crest College, you will receive an early financial aid award.  You will have to complete the Free Application for Federal Student Aid (FAFSA) after January 1st and the Cedar Crest Financial Aid Application in order to confirm your estimated award.

Leave nothing blank; enter zero or N.A. (not applicable) where necessary.  If you have any questions, please call the Financial Aid office at  1-800-360-1222.

Last Name: 
First Name: 
Middle Name: 
Social Security No.: 
Date of Birth: 
Phone No.: 
E-mail Address: 
Field of Study
Student's Housing Plans: Resident  Commuter
Student Status: Freshman Transfer
Are you a US Citizen?  Yes  No.  If no,
Country of Citizenship: 
Resident Alien Number:


Parents' current marital status.  Only report income for parent(s) and stepparent with whom student lives.
 Married. Report income information for both parents. (If remarried, include stepparent's income).
 Widowed/Single. Report income information for single parent.
 Separated/Divorced.  Report income only for parent with whom student lives.

1.  Total number of persons in household from July 1, 2008 through June 30, 2009 including parents, all dependent children, and other dependents (include student).
2. (a) Number of household members to be enrolled in college (at least half time -- 6 credits per semester) during the 2008-09 school year (include student).
(b)  How many parents are included in the number in college? 
(c)  Names of colleges to be attended by other family members counted in 2 (a)
3.  Parents' expected 2007 adjusted gross income.  Include salaries, wages, dividends, interest, pensions, alimony and any other taxable income. $
(a) Amount earned by Father/Stepfather $
Father's year of birth  
Occupation 
(b) Amount earned by Mother/Stepmother $
Mother's year of birth 
Occupation 
4.  What form will parents file?  1040A/EZ 1040   Will not file Total number of exemptions
5. Parents' 2007 non-taxable income. Include social security benefits (received by parents, applicant and other children under age 18), child support, welfare benefits and any other non-taxable income or benefits.
This includes payments made in 2007 to tax-deffered pension and savings plans(paid directly or withheld from earnings).
Do not include income you reported in #3		 $
6.  In 2007, did you, your parents or anyone in your household receive bnefits from any of the federal benefit programs listed? Check all that apply:

Food Stamps
Free or Reduced Price Lunch
TANF
WIC
7.  Approximate net value of parents' other assets (do not include the home you live in) including:  other real estate, cash and savings, stocks, bonds, trust funds, and other securities and education savings plans(such as state-sponsored "529" plans like PA TAP Plan).
(Do not include the value of your retirement plans).		 $
8.  If parents are are farmers, net farm value (market value less debts or mortgage). $
9.  If parents own a business with more than 100 full time employees, net business value (market value less debts or mortgage). $
10.  Student's 2007 taxable and non-taxable income. $
11.  Student's savings and investments. $
12. Are you enrolled in Pennsylvania's TAP Plan, or any other "529" Education Savings Plan? Yes  No
(a)If yes, what is the current estimated value?
Plese make sure this amount was included in parents' assets (question #7).		 $
(b)Who is the owner of the account (may differ from the beneficiary)?
13. Are you enrolled in SAGE Tuition Rewards for Private Colleges? Yes  No
If yes, what is the current estimated value? $
14. If your family owns its home: Year purchased: Present value: $
(If your family rents, enter zero in all blanks.)
Amt. still owed: $ Amt. paid for home: $
Have you participated in a Hugh O'Brian Youth (HOBY) Leadership Program? Yes  No
Are you a graduate of a Governor's School of Excellence Summer Scholarship Program? Yes  No
Have you received your Girl Scout Gold Award? Yes  No
Are you a child or a grandchild of a Cedar Crest graduate? Yes  No
If yes, name of parent or grandparent who graduated from Cedar Crest and the year of graduation: 

List important activities, honors and work experience you have had during your high school years.

Explanations and Special Circumstances
This form is designed to determine financial aid eligibility using a minimum of information and assumptions.If your circumstances are unusual or if the assumptions listed on this form are not valid in your case, please explain here.

By submitting this form, We understand that after completion of this form and upon acceptance to Cedar Crest, we will receive an early financial aid award.  We further understand that we must also complete the Free Application for Federal Student Aid (FAFSA) after January 1.  We understand that since the federal government has not yet decided upon the procedures and standards for eligibility for 2008-09, estimated aid is subject to change, pending final decisions.  Eligibility for aid may also change upon review of my 2008-09 FAFSA application

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