Coe College EZ Financial Aid Estimator

Coe College is pleased to offer the following early financial aid estimator, the EZ Form. This form is provided so you can get an accurate representation of college costs early on in your college search.


Dependent Student Data: 2010-2011 Academic Year


Student Personal Information:

**all fields are required, enter N/A if the blank does not apply to you**

1. Phone
2. Name - First:
3. Name - Middle:
4. Name - Last:
5. Street address:
6. City:
7. State: 8. Zip:
9. E-mail address:
10. High School:
11. Have you attended another college or university? Yes
No
12. If yes, what was your cumulative college G.P.A.: (4 pt. scale)
13. While in college, where do you plan to live? On campus
Off campus
With parents or relatives
14. ACT composite score, if available:
15. Combined SAT score, if available:
16. Cumulative high school G.P.A.: (4 pt. scale)
17. High school class rank:

out of


Student Financial Information:

18. Student's estimated 2009 taxable income:  
19. Student's estimated 2009 untaxed income & benefits: (Include all nontaxable interest and dividends, Social Security benefits, and other untaxed income.)
20. Student's savings and other assets: (Include savings bonds, stocks, trust funds, real estate, etc.)

Parent Financial Information:

21. What is your parents' current marital status? Married
Unmarried, single, divorced, widowed, separated
22. Age of older parent:
23. Parents' state of legal residence:
24. Number of family members in 2010-2011:
(24-see instructions below)
(Number of people that parents will support between July 1, 2010 and June 30, 2011; see instructions below)
25. Number of children in college in 2010-2011:
(25-see instructions below)
(Number enrolled at least half-time in college degree or certificate programs between July 1, 2010 and June 30, 2011. If your parents are in college, do not include them; see instructions below)
26. For 2008, your parents filed a: Form 1040
Form 1040A or 1040EZ
No tax form was filed (skip to 30 below)
    (If your parents filed an IRS Form 1040 for 2008 but will be eligible to file a 1040A or 1040EZ for 2009.)
27. 2008 total number of exemptions: (Form 1040 - line 6d; 1040A - line 6d; 1040EZ, enter 1 if single, 2 if married)
28. 2008 Adjusted Gross Income: (Form 1040 - line 37; 1040A - line 21; 1040EZ - line 4)
29. 2008 income tax: (Form 1040 line 56, 1040A line 37, 1040EZ line 11)
30. 2008 income earned from work:
(30-see instructions below)
Report your father's/stepfather's and mother's/stepmother's earnings separately.
(see instructions below
)
Father/stepfather: (Form 1040 sum of lines 7, 12, and 18; form 1040A line 7; form 1040EZ line 1. If your parents did not file a tax return, include your parents' earnings from work in 2008. Add up earnings from your parents' W-2 forms and other earnings from work that are not reported on W-2 forms.)
Mother/stepmother: (Form 1040 sum of lines 7, 12, and 18; form 1040A line 7; form 1040EZ line 1. If your parents did not file a tax return, include your parents' earnings from work in 2008. Add up earnings from your parents' W-2 forms and other earnings from work that are not reported on W-2 forms.)
31. 2008 untaxed income and benefits:
(31-see instructions below)
(Include any tax-deferred IRA, Keogh, 401(k) and 403(b) plan payments made in 2008 (boxes 12a - 12d on the W-2 forms), earned income credit from 2006 tax form, additional child tax credits (1040 - line 68, 1040A - line 41), 2008 nontaxable interest and dividends, and any welfare benefits (other than food stamps), untaxed Social Security benefits, child support, workers' compensation, etc. received in 2008.)
(see instructions below)
32. How much will your parents' 2008 income change 2009?
(32-see instructions below)

Increase
Decrease
33. Cash, savings, and checking accounts: (Don't include lump sum pension funds.
Use values as of today.)
34. Real estate and investments:
(35-see instructions below)
(Market value minus debt. Use values as of today. See instructions below)
35. Business or farm equity: (Market value minus debt. Do not include a family farm if it is your principal residence and your parents participate in its operation or a family owned business with less than 100 FTE employees.)

Certification:
I certify that the information reported in this on-line form is true to the best of our knowledge. We understand that the results from this form will be an estimate and that official awards for admitted students are made after a processed 2010-2011 FAFSA is received by the Financial Aid Office.

Name of the Student certifying the statement above:
Name:
Date:
Name of the Parent certifying the statement above:
Parent Name:
Date:

To submit this form, please go to the bottom of the page


EZ Financial Aid Estimator Instructions

24.
Number of family members: Enter the number of people your parents will support between July 1, 2010 and June 30, 2011. Include yourself, your parents, and other children who will get more than half of their support from your parents. Custodial parents who have remarried must provide income and asset information about their current (new) spouse.
25.
Number in college: Of the children included in question 24, how many will be enrolled at least half-time in college degree or certificate programs between July 1, 2010 and June 30, 2011? Be sure to include yourself. If your parents are in college, do not include them.
26.
If your parents filed an IRS Form 1040 for 2008 but will be eligible to file a 1040A or 1040EZ for 2009.
30.
2008 Income earned from work: If you answered questions 27 through 29, include amounts your parents earned from working in 2008 from your parents' 2008 Form 1040-line 7, 12, and 18; 1040A-line 7; or 1040EZ-line 1. Report your father's/stepfather's and mother's/stepmother's earnings separately. (If you skipped questions 27 through 29, include your parents' earnings from work in 2008. Add up earnings from your parents' W-2 forms and other earnings from work that are not reported on W-2 forms.)
31.
Include any tax-deferred IRA, Keogh, 401(k) and 403(b) plan payments made in 2008 (boxes 12a – 12d on the W-2 forms), 2008 nontaxable interest and dividends, child support, workers’ compensation, etc. received in 2008.
32.
2008 Income change: Your financial aid eligibility for 2010-2011 will be based on your parents' 2009 income. Write in the amount that your parents expect their income to increase or decrease between 2008 and 2009. Be sure to indicate an increase or decrease ('+' or '-').
34.
Real estate and investments: Include real estate (other than your home), trust funds, money market funds, mutual funds, certificates of deposit, stocks, bonds, other securities, installment and land sale contracts, etc. minus any debt that is related to these assets. Do not include the value of life insurance and qualified retirement plans (pension funds, annuities, IRAs, Keogh plans) or the value of prepaid tuition plans.



If you are an independent (not including parent income information) or married student completing this form, please contact the Financial Aid Office for further instructions. E-mail: o-financialaid@coe.edu or call 319-399-8504.

Once this form is received, a written estimate of your financial aid eligibility will be sent to you within approximately three weeks. Please contact the Financial Aid Office if you have any questions or concerns. We look forward to providing this service to you and your family.

 

If you do not wish to fill out the online estimator, you may print this form, fill it out and mail it to:

Coe College
Office of Financial Aid
1220 First Avenue NE
Cedar Rapids, IA 52402

Toll-free: 1.877.CALL.COE
Locally: 319.399.8540
E-mail: o-financialaid@coe.edu