352),/(&XVWRPL]HG3UH$SSOLFDWLRQ:RUNVKHHW

HelpDesk

SelectaHelpSection:

6HOHFWDVHFWLRQ

&XVWRPL]HG352),/(3UH$SSOLFDWLRQ:RUNVKHHW
Usethisworksheettohelpcollectyourfamily'sfinancialinformationbeforeyoubeginyourPROFILE
[Link]
[Link]
choosefromalistofpresetresponseoptions,[Link]
questionwillhelpyoulineupyouranswersonceyoureonline,andwillactasareferencenumberifyou
contactcustomerserviceforhelpwithaspecificquestion.
Ifyousubmitteda201516PROFILEApplication,someinformationonthisyear'sapplicationmaybeprefilled
fromlastyear'[Link],[Link].
[Link],youwillfind
onlinehelp.
Documentsneeded:
Tosavetimewhilefillingouttheapplication,pleasegatherthefollowinginformation(whenapplicable)forthe
studentapplicant(andstudent'sspouse,ifmarried)andthestudent'sparent(s)beforestartingthe
application:
2014federalincometaxreturn(s),ifcompleted
2013federalincometaxreturn(s)
W2formsandotherrecordsofmoneyearnedin2015
Recordsofuntaxedincomeandbenefitsfor2014and2015
Currentbankstatements
Currentmortgageinformation
Recordsofsavings,stocks,bonds,trusts,andotherinvestments
Ifyouhaventcompleteda2015federalincometaxreturnbutwillbefilingone,itisrecommendedthatonebe
[Link],ifthestudent'scollege(s)orprogram(s)have
anearlypriorityfilingdate,andcompletingthetaxreturnisnotpossible,estimate2015incomeandbenefits
tothebestofyourabilityusingincomeandtaxrecordsfrom2014inadditiontosalaryandbenefitrecords
[Link]
[Link],or
youneedadditionalhelpestimating,seetheHelpDeskformoreinformationonestimating,includingtips,
[Link],[Link].
QuestionWorksheets
[Link]
[Link]
[Link]
appropriatebox.
FamilyMemberListing(FM)
AlthoughSectionFMbelowonlyprovidesspacefortwofamilymembers,youronlineapplicationwillprovide
[Link]
datafromyourparents,informationonmembersofyourhouseholdwillbeaskedinonesectionand
informationonmembersofyourparents'householdwillbeaskedinanother.
Whencompletingtheonlineapplication:
NumberformatWhenaquestionasksforanumberanamountofmoney,atelephonenumber,etc.
[Link],commas(,),periods(.),orcents(decimals)ina
[Link]([Link]),
donotenterhyphens,parentheses,[Link],pleaseusethefollowing
KWWSVSURILOHRQOLQHFROOHJHERDUGRUJSUI33UH$SS:RUNVKHHW6HUYOHW33UH$SS:RUNVKHHW6HUYOHWVUY





352),/(&XVWRPL]HG3UH$SSOLFDWLRQ:RUNVKHHW

charactersonly:letters(AZ),numbers(09)andpunctuation(.,:??!$@%#=)
[Link]
[Link]
andpasswordnextyearwillprefillsomeofyourinformation.
OntimeYourapplicationwillbeconsideredontimeifyousubmityourPROFILEbymidnightEastern
[Link]
aftersubmission.
InternationalApplicants
Ifyourcountry'staxyeardoesnotfollowthecalendaryearyoushouldcollectinformationlistedaboveforyour
country'slasttaxyearthatendedorwillendbeforeApril1,2016,[Link],for
example,yourcountry'staxyearrunsfromApril1toMarch31,collecttheinformationforthetaxyearthat
endedorwillendMarch31,2016andthetaxyearthatendedMarch31,[Link]'staxyearruns
fromJuly1toJune30,collecttheinformationforthetaxyearthatendedJune30,2015andthetaxyear
thatendedJune30,[Link],whereveryouareaskedforinformationfrom"your
country'smostrecenttaxyear,"reportinformationfromyourcountry'slasttaxyearthatendedorwillend
March31,2016.
[Link].
YoumustcompletetheapplicationinEnglishusingstandardAmericankeyboardcharacters:letters(AZ),
numbers(09)andpunctuation(.,:??!$@%#=).Umlauts,tildes,orsimilarcharactersnotfoundona
standardAmericankeyboardmaycauseprocessingproblems.
PrintingthisWorksheet
Wehavefoundthatdependingontheprinterandyourdefaultsettingstherightsideofthepagemaybecut
offwhenyouprint.
IfyouareusingInternetExplorer(IE),therecommendedbrowserforviewingPROFILEOnline,youcanadjust
yourmarginsbyclickingonFile>PageSetupinthetopleftcornerofyourscreen(IE'stoolbar).Inthebottom
rightcornerofthePageSetupbox,[Link]
IE.
Ifyouaren'tusingIE,ordonotwishtochangeyourIEdefaultsettings,youcanensurethatthefullpage
printsinanumberofways:
Clickingonprintandthenchangingyourprintoptionstoprintthedocumentatapercentageslightlybelow
100%.Wherethisoptionisfounddependsontheprinter,butmaybefoundundertabssuchas"Effects"or
"Advanced."
[Link].
[Link]
youprint.
[Link]
[Link].

Parents'Data(PD)
Thissectionasksforinformationaboutthestudent'sparent(s)whoseinformationisbeinggiven
[Link],youmayleaveitblank.
Question
Parent1Parent'srelationshiptothestudent

Response
Father

Help
Code
PD100

Mother
Stepfather
Stepmother
Legalguardian
OtherExplaininSectionES
Name

KWWSVSURILOHRQOLQHFROOHJHERDUGRUJSUI33UH$SS:RUNVKHHW6HUYOHW33UH$SS:RUNVKHHW6HUYOHWVUY

PD105





352),/(&XVWRPL]HG3UH$SSOLFDWLRQ:RUNVKHHW

Dateofbirth(MMDDYYYY)

PD110

Isthisparentselfemployedorunemployed?

Yes,selfemployed

PD115

Yes,unemployed
No
Ifthisparentisunemployedenterthedateunemploymentbegan
(MMDDYYYY)

PD120

Occupation

PD125

Employer

PD130

Numberofyearsatcurrentplaceofemployment

PD135

Preferreddaytimetelephonenumber(##########
numbersonly)

PD140A

ThisparentplanstodrawSocialSecurityuponretirement.

Yes

PD145

No
Thisparenthasacivilserviceorstatesponsoredretirementplan.

Yes

PD150

No
Thisparenthasamilitarysponsoredretirementplan.

Yes

PD155

No
Thisparenthasaunionoremployersponsoredretirementplan.

Yes

PD160

No
ThisparenthasanIRA,Keogh,orothertaxdeferredretirement
plan.

Thisparenthasanotherretirementplan.

Yes

PD165

No
Yes

PD170

No
Enterthetotalcurrentvalueofthisparent'staxdeferred
retirement,pension,annuity,[Link],
SRAKeogh,SEP,401(a),401(k),403(b),408,457,501(c)plans,
etc.
Whatisthehighestlevelofeducationthisparentcompleted?

Middleschool/[Link]

PD175A

PD178

Highschool
College/universityorbeyond
Other/unknown
Willthisparentattendcollegeoruniversityatleastoneterm
duringthe201617schoolyear?(Ifso,completethenext
question.)

No,willnotattend

PD180

Yes,fulltime
Yes,halftime

Whattypeofcollegeoruniversitywillthisparentattend?

2yearpubliccollege

PD190

2yearprivatecollege
KWWSVSURILOHRQOLQHFROOHJHERDUGRUJSUI33UH$SS:RUNVKHHW6HUYOHW33UH$SS:RUNVKHHW6HUYOHWVUY





352),/(&XVWRPL]HG3UH$SSOLFDWLRQ:RUNVKHHW

4yearpublic
college/university
4yearprivate
college/university
graduate/professionalschool
proprietaryschool
Parent2Parent'srelationshiptothestudent

Father

PD195

Mother
Stepfather
Stepmother
Legalguardian
OtherExplaininSectionES
Name

PD200

Dateofbirth(MMDDYYYY)

PD205

Isthisparentselfemployedorunemployed?

Yes,selfemployed

PD210

Yes,unemployed
No
Ifthisparentisunemployedenterdateunemploymentbegan
(MMDDYYYY)

PD215

Occupation

PD220

Employer

PD225

Numberofyearsatcurrentplaceofemployment

PD230

Preferreddaytimetelephonenumber(##########
numbersonly)

PD235A

ThisparentplanstodrawSocialSecurityuponretirement.

Yes

PD240

No
Thisparenthasacivilserviceorstatesponsoredretirementplan.

Yes

PD245

No
Thisparenthasamilitarysponsoredretirementplan.

Yes

PD250

No
Thisparenthasaunionoremployersponsoredretirementplan.

Yes

PD255

No
ThisparenthasanIRA,Keoghorothertaxdeferredretirement
plan.

Thisparenthasanotherretirementplan.

Yes

PD260

No
Yes

PD265

No

KWWSVSURILOHRQOLQHFROOHJHERDUGRUJSUI33UH$SS:RUNVKHHW6HUYOHW33UH$SS:RUNVKHHW6HUYOHWVUY





352),/(&XVWRPL]HG3UH$SSOLFDWLRQ:RUNVKHHW

Enterthetotalcurrentvalueofthisparent'staxdeferred
retirement,pension,annuity,[Link],
SRAKeogh,SEP,401(a),401(k),403(b),408,457,501(c)plans,
etc.
Whatisthehighestlevelofeducationthisparentcompleted?

Middleschool/[Link]

PD270A

PD273

Highschool
College/universityorbeyond
Other/unknown
Willthisparentattendcollegeoruniversityatleastoneterm
duringthe201617schoolyear?(Ifso,completethenext
question.)

No,willnotattend

PD275

Yes,fulltime
Yes,halftime

Whattypeofcollegeoruniversitywillthisparentattend?

2yearpubliccollege

PD285

2yearprivatecollege
4yearpublic
college/university
4yearprivate
college/university
graduate/professionalschool
proprietaryschool
Parents'HouseholdInformation(PH)
Thissectionasksforinformationaboutthestudent'sparents'[Link]
"you"or"your"[Link]"parents"itisreferringto
thestudent'sparent(s)[Link]'s
parentsdonothaveanemailaddress,youmayleavethatquestionblank.
Question

Response

Help
Code

Howmanypeopleareinyourparents'household?Always
includeyourself(evenifyoudonotlivewithyourparents)and
yourparent(s).Listtheirnamesandgiveinformationabout
theminSectionFM(dependents)andSectionPD(parents).

PH100A

Howmanypeopleinyourparents'householdwillbecollege
studentsenrolledatleasthalftimebetweenJuly1,2016and
June30,2017?[Link].

PH105A

Whatisyourparents'state,territory,orprovinceoflegal
residence?

PH120

Whatisyourparent'spreferredemailaddress?

PH125

Atanytimeduring2014or2015didyourparent(s)receive
SupplementalNutritionAssistanceProgram(SNAP)/foodstamp
benefits?

Yes
No

Atanytimeduring2014or2015didanyoneinyourparent(s)
householdreceivefreeorreducedpricelunch?

Yes

Atanytimeduring2014or2015didyourparent(s)receive
Women,InfantsandChildrenProgram(WIC)benefits?

Yes

Asoftoday,areeitherofyourparentsadislocatedworker?

PH130

PH131

No
PH132

No
Yes

PH135

No
KWWSVSURILOHRQOLQHFROOHJHERDUGRUJSUI33UH$SS:RUNVKHHW6HUYOHW33UH$SS:RUNVKHHW6HUYOHWVUY





352),/(&XVWRPL]HG3UH$SSOLFDWLRQ:RUNVKHHW

Parents'2015Income&Benefits(PI)
Thissectionasksforinformationaboutthestudent'sparents'[Link]
timeaquestionsays"you"or"your"[Link]
"parents"itisreferringtothestudent'sparent(s)whoseinformationisbeinggivenonthis
[Link],enter"0"(zero).
Question
Selectyourparents'taxfilingstatusforthe2015taxyear.

Response
Single

Help
Code
PI095

Marriedfilingjointly
Marriedfilingseparately
Headofhousehold
Qualifyingwidow(er)with
dependentchild
Estimateyourparents'totalnumberofexemptionsfor2015
usingtheir2014IRSForm1040,line6d.

PI100D

Estimateyourparents'2015wages,salaries,andtipsusingtheir
2015paystubsand2014IRSForm1040,line7.

PI105D

Estimatetheamountoftaxableinterestincomeyourparentswill
earnin2015usingtheir2015investmentdocumentsand2014
IRSForm1040,line8a.

PI110D

Estimatetheamountoftaxabledividendincomeyourparentswill
earnin2015usingtheir2015investmentdocumentsand2014
IRSForm1040,line9a.

PI115C

Estimateyourparents'netincome(orloss)frombusiness,farm,
rents,royalties,partnerships,estates,trusts,[Link]
2015financialdocumentsand2014IRSForm1040,lines12,
17,[Link],useaminus()sign.

PI120B

Estimatethetotalamountofyourparents'othertaxableincome
suchasalimonyreceived,capitalgains(orlosses),pensions,
annuities,etc.usingtheir2015financialdocumentsand2014
IRSForm1040,lines10,11,13,14,15b,16b,19,20band21.
Toenteraloss,useaminus()sign.

PI125D

Estimateyourparents'2015totaladjustmentstoincomeusing
their2014IRSForm1040,line36and2015financial
documents.

PI130C

Estimateyourparents'2015adjustedgrossincomeusingtheir
2014IRSForm1040,[Link]
enteraloss,useaminus()sign.

PI135D

Estimatetheincometaxyourparentswillpayfor2015using
their2014IRSForm1040,line56and2015paystubsandother
financialdocuments.

PI140D

EstimatetheAdditionalMedicareTaxyourparentswillpayfor
[Link].

PI142B

Estimatetheamountof2015educationcredits(American
Opportunity,HopeandLifetimeLearning)thatyourparentswill
claimfor2015usingtheir2015financialdocumentsand2014
IRSForm1040,line50.

PI145C

Estimatetheamountofyourparents'itemizeddeductionsfor
2015fromtheir2015financialdocumentsand2014IRS
ScheduleA,[Link]"0"(zero)iftheywillnotitemize
deductions.

PI150B

Estimatetheincomeparent1earnedorexpectstoearnfrom
workin2015usinghisorher2015W2form(s)ifheorshehas

PI155D

KWWSVSURILOHRQOLQHFROOHJHERDUGRUJSUI33UH$SS:RUNVKHHW6HUYOHW33UH$SS:RUNVKHHW6HUYOHWVUY





352),/(&XVWRPL]HG3UH$SSOLFDWLRQ:RUNVKHHW

receivedthemyourparent's2014IRSForm1040,lines7,12,
and18andIRSScheduleK1(Form1065),Box14(CodeA)(if
lines12or18arenegative,treatthemaszero)andpaystubs
[Link]
jointreturn,useonlyparent1'sportionoflines7,12,and18
andBox14toestimate.(Parent1istheparentyouenteredin
PD105.)
Estimatetheincomeparent2earnedorexpectstoearnfrom
workin2015usinghisorher2015W2form(s)ifheorshehas
receivedthemyourparent's2014IRSForm1040,lines7,12,
and18andIRSScheduleK1(Form1065),Box14(CodeA)(if
lines12or18arenegative,treatthemaszero)andpaystubs
[Link]
jointreturn,useonlyparent2'sportionoflines7,12,and18
andBox14toestimate.(Parent2istheparentyouenteredin
PD195.)

PI160D

CommissionedofficersonlyEnterthecombatpayorspecial
combatpaythatyourparentsreceivedorexpecttoreceivefor
2015thatistaxableandwillbeincludedinyourparents'
adjustedgrossincome(AGI)becauseoneorbothofthemare
[Link]
[Link]
payreportedinW2Box12,[Link]
commissionedwarrantofficers.

PI163B

Entertheuntaxedsocialsecuritybenefitsyourparentsreceived
orexpecttoreceiveforallfamilymembersexceptyou,the
student,in2015.

PI165A

EntertheamountofTemporaryAssistanceforNeedyFamilies
(TANF)yourparentsreceivedorexpecttoreceivein2015.

PI175

Entertheamountofchildsupportyourparentsreceivedor
expecttoreceiveforallchildrenin2015.(Donotenterthe
[Link]
amountinPE100.)

PI180A

EstimatetheamountofdeductibleIRAand/orSEP,SIMPLE,or
Keoghpaymentsyourparentsmadeandwillmakein2015
usingtheir2015financialdocumentsand2014IRSForm1040,
lines28and32.

PI185C

EntertheuntaxedportionsofIRAdistributions,excluding
"rollovers"yourparentsreceivedorexpecttoreceivein2015.
Estimatefor2015usingfinancialdocumentsfor2015and2014
IRSForm1040,lines15aminus15b.

PI187C

Entertheamountofpayments(paiddirectlyorwithheldfrom
earnings)totaxdeferredpensionandsavingsplansyourparents
madeorexpecttomakein2015including,butnotlimitedto,
amountsreportedonW2FormsinBoxes12athrough12d,
codesD,E,F,G,H,andS.Includeuntaxedpaymentsto401(k)
and403(b)plans.

PI190A

Entertheuntaxedportionofpensionsexcluding"rollovers"your
[Link]
2015usingfinancialdocumentsfor2015and2014IRSForm
1040,lines16aminus16b.

PI192C

Estimatetheamountofthetuitionandfeesdeductionyour
parentswillclaimin2015usingtheir2014IRSForm1040line
34andfinancialdocuments.

PI195C

Enterthetotalamountwithheldortobewithheldfromyour
parents'wagesin2015tocontributetoaflexiblespending
accountformedicalexpenses.

PI200B

Enterthetotalamountwithheldortobewithheldfromyour
parents'wagesin2015tocontributetoaflexiblespending

PI201B

KWWSVSURILOHRQOLQHFROOHJHERDUGRUJSUI33UH$SS:RUNVKHHW6HUYOHW33UH$SS:RUNVKHHW6HUYOHWVUY





352),/(&XVWRPL]HG3UH$SSOLFDWLRQ:RUNVKHHW

accountfordependentcareexpenses.
Estimatetheamountofthehealthsavingsaccountdeduction
yourparentswillclaimfor2015usingtheir2014IRSForm1040
line25andfinancialdocuments.

PI202B

Enterthetotalamountwithheldortobewithheldfromyour
parents'wagesin2015tocontributetoaHealthSavingsAccount
(HSA).

PI203B

EstimatetheamountofEarnedIncomeCredityourparentswill
claimfor2015usingtheir2014IRSForm1040,line66a.

PI205D

Entertheadditionalchildtaxcredityourparentsplantoclaimfor
2015.Estimatefor2015using2014IRSForm1040,line67and
financialdocumentsfor2015.

PI207C

Entertheamountofhousing,food,andotherlivingallowances
yourparentsreceivedorexpecttoreceivein2015fromtheir
employerorothersourcesasmembersofthemilitary,clergy,or
[Link]
[Link]'tincludethevalueofonbasemilitaryhousingor
thevalueofabasicmilitaryallowanceforhousing.

PI210A

Enterthevalueofonbasemilitaryhousingorthevalueofthe
basicmilitaryallowanceforhousingyourparentsreceivedor
[Link]
cashpaymentsandcashvalueofbenefits.

PI211A

Enterthevalueofveterans'noneducationalbenefitssuchas
Disability,DeathPension,orDependency&Indemnity
Compensation(DIC)orVAEducationalWorkStudyallowances
yourparentsreceivedorexpecttoreceivein2015.

PI212A

Estimatetheamountoftaxexemptinterestincomeyourparents
receivedorwillreceivein2015usingtheir2015financial
documentsand2014IRSForm1040,line8b.

PI215D

Estimatetheamountofforeignincomeexclusionyourparents
willreportfor2015usingtheir2015financialdocumentsand
2014IRSForm2555,line45orForm2555EZ,line18.

PI220B

Entertheamountofcashyourparentsreceivedandanymoney
paidontheirbehalf(e.g.,bills)in2015.(Don'tincludechild
supportoranyotheramountsreportedelsewhereonthis
application.)

PI230A

Entertheamountofotheruntaxedincomeyourparentsreceived
[Link]
incometoincludeandtheinstructionsfortypesofincometo
exclude.

PI225D

PI225DWorksheet

PI
225WM

PI
225WO

PI225WP

PI
225WR

Anyotheruntaxedincomeandbenefits

PI225WT

PI225DWorksheetTotal

Anyuntaxedmilitaryservicebenefitsnotreportedelsewhere
onthisapplication

Workers'Compensation

BlackLungBenefits,RefugeeAssistance

UntaxedportionsofRailroadRetirementbenefits

Parents'2014Income&Benefits(PP)
Thissectionasksforinformationaboutthestudent'sparents'incomeandbenefitsfromthe
[Link]"you"or"your"[Link]
questionsays"parents"itisreferringtothestudent'sparent(s)whoseinformationisbeinggiven
KWWSVSURILOHRQOLQHFROOHJHERDUGRUJSUI33UH$SS:RUNVKHHW6HUYOHW33UH$SS:RUNVKHHW6HUYOHWVUY





352),/(&XVWRPL]HG3UH$SSOLFDWLRQ:RUNVKHHW

[Link],enter"0"(zero).
Question

Response

Help
Code

Enteryourparents'2014adjustedgrossincomefromtheir2014
IRSForm1040,line37.

PP100A

Entertheincometaxyourparentspaidfor2014fromtheir2014
IRSForm1040,line56.

PP105A

Entertheamountofyourparents'itemizeddeductionsfor2014
fromtheir2014IRSScheduleA,[Link]"0"(zero)ifthey
didnotitemizedeductions.

PP110

Entertheamountofyourparents'2014untaxedincomeand
benefits.

PP115D

PP115DWorksheet

Socialsecuritybenefitsreceivedforallfamilymembers
exceptthestudent(untaxedportiononly)
TemporaryAssistanceforNeedyFamilies(TANF)
Childsupportreceivedforallchildren(Notchildsupport
paid)

PP
115WB

PP
115WD

PP
115WE

IRAdeductionsand/orpaymentstoSEP,SIMPLE,Keoghand
otherqualifiedplansfrom2014IRSForm1040,lines28and +
32

PP
115WF

Paymentstotaxdeferredpensionandsavingsplans(paid
directlyorwithheldfromearnings)including,butnotlimited
to,amountsreportedonW2FormsinBoxes12athrough
12d,codesD,E,F,G,H,[Link]
to401(k)and403(b)plans.

PP
115WH

Tuitionandfeesdeductionfrom2014IRSForm1040,line
34

ContributionstoFlexibleSpendingAccounts(FSAs)for
dependentcareandmedicalspending(usuallywithheldfrom

wages)ortheHealthSavingsAccount(HSA)deduction
reportedonIRSForm1040,line25

EarnedIncomeCreditfrom2014IRSForm1040,line66a

Housing,food,andotherlivingallowancesreceivedby
military,clergy,andothers(includingcashpaymentsand
cashvalueofbenefits)

PP115WI
PP
115WK

PP
115WL
PP
115WO

Taxexemptinterestincomefrom2014IRSForm1040,line
8b

PP
115WP

Foreignincomeexclusionfrom2014IRSForm2555,line43
orForm2555EZ,line18

PP
115WR

UntaxedportionsofIRAdistributions,excluding"rollovers,"
from2014IRSForm1040,lines15aminus15b

PP
115WS

Untaxedportionsofpensions,excluding"rollovers,"from
2014IRSForm1040,lines16aminus16b

PP
115WU

PP
115WW

PP
115WY

PP
115W1

Additionalchildtaxcreditfrom2014IRSForm1040,line67
VeteransnoneducationalbenefitssuchasDisability,Death
Pension,orDependency&IndemnityCompensation(DIC)
Workers'Compensation

KWWSVSURILOHRQOLQHFROOHJHERDUGRUJSUI33UH$SS:RUNVKHHW6HUYOHW33UH$SS:RUNVKHHW6HUYOHWVUY





352),/(&XVWRPL]HG3UH$SSOLFDWLRQ:RUNVKHHW

BlackLungBenefits,RefugeeAssistance
UntaxedportionsofRailroadRetirementbenefits
Cashreceivedoranymoneypaidonyourbehalf(e.g.,bills)
Allotheruntaxedincomeandbenefits

PP115DWorksheetTotal

PP
115W2

PP
115W4

PP
115W5

PP
115W6

Parents'2016ExpectedIncome&Benefits(PF)
Thissectionasksforinformationaboutthestudent'sparents'[Link]
timeaquestionsays"you"or"your"[Link]
"parents"itisreferringtothestudent'sparent(s)whoseinformationisbeinggivenonthis
[Link],enter"0"(zero).Iftheexpectedtotalincomeand
benefitswilldifferfromthe2015totalby10%ormore,explaininSectionES.
Question

Response

Help
Code

Entertheamountofincomeparent1expectstoearnfromwork
in2016.(Parent1istheparentyouenteredinPD105.)

PF100A

Entertheamountofincomeparent2expectstoearnfromwork
in2016.(Parent2istheparentyouenteredinPD195.)

PF105A

Entertheamountofothertaxableincomeandbenefitsyour
parentsexpecttoreceivein2016.

PF110A

Entertheamountofuntaxedincomeandbenefitsyourparents
expecttoreceivein2016.

PF115A

PF115AWorksheet

Socialsecuritybenefitsexpectedtobereceivedforallfamily
membersexceptthestudent(untaxedportiononly)

PF
115WA

TemporaryAssistanceforNeedyFamilies(TANF)expectedto
bereceived

PF
115WB

Childsupportexpectedtobereceivedforallchildren(Not
childsupportexpectedtobepaid)

PF
115WC

DeductibleIRAand/orSEP,SIMPLE,orKeoghpayments
expectedtobemade

PF
115WE

Paymentstotaxdeferredpensionandsavingsplans
expectedtobemade

PF
115WF

PF
115WH

Tuitionandfeesdeductionexpectedtobereceived

AmountsexpectedtobecontributedtoFlexibleSpending
Accounts(FSAs)fordependentcareandmedicalspending

(usuallywithheldfromwages)oraHealthSavingsAccount
(HSA)thatwillbereportedonIRSForm1040

EarnedIncomeCreditexpectedtobereceived

PF115WJ

Housing,food,andotherlivingallowancesexpectedtobe
receivedbymilitary,clergy,andothers(includingcash
paymentsandcashvalueofbenefits)

PF
115WK

Taxexemptinterestincomeexpectedtobereceived
Foreignincomeexclusionexpectedtobereceived

PF115WI

PF
115WM

PF
115WN

KWWSVSURILOHRQOLQHFROOHJHERDUGRUJSUI33UH$SS:RUNVKHHW6HUYOHW33UH$SS:RUNVKHHW6HUYOHWVUY





352),/(&XVWRPL]HG3UH$SSOLFDWLRQ:RUNVKHHW

UntaxedportionsofIRAdistributions,excluding"rollovers"
expectedtobereceived

Untaxedportionsofpensions,excluding"rollovers"expected
tobereceived
Additionalchildtaxcreditexpectedtobereceived

VeteransnoneducationalbenefitssuchasDisability,Death
Pension,orDependency&IndemnityCompensation(DIC)
expectedtobereceived

Workers'Compensationexpectedtobereceived

PF
115WO

PF
115WP

PF
115WQ

PF
115WR

PF
115WT

BlackLungBenefits,RefugeeAssistanceexpectedtobe
received

PF
115WV

UntaxedportionsofRailroadRetirementbenefitsexpectedto
bereceived

PF
115WX

Cashexpectedtobereceivedoranymoneyexpectedtobe
paidonyourbehalf(e.g.,bills)

PF
115WY

Allotheruntaxedincomeandbenefitsexpectedtobe
received

PF
115W1

PF115AWorksheetTotal

Parents'Assets(PA)
Thissectionasksforinformationaboutthestudent'sparents'[Link]
"you"or"your"[Link]"parents"itisreferringto
thestudent'sparent(s)[Link]
doesnotapply,enter"0"(zero).Ifanonnumericquestion([Link]/noquestionsaboutasset
ownership)doesnotapply,youmayleaveitblank.
Question

Response

Help
Code

Entertheamountyourparentshaveintheircash,savings,and
checkingaccountsasoftoday.

PA100A

Enterthetotalvalueofyourparents'assetsheldinthenames
ofyour(thestudent's)brothersandsisterswhoareunderage19
andnotcollegestudents.

PA105A

Whatisthetotalcurrentmarketvalueofyourparents'
investments?Donotincludeyourparents'home,business,farm,
realestate,orretirementplans.

PA120A

PA120AWorksheet

Trustfunds
Stocks,stockoptions(iflessthan$0,report$0),bonds,
savingsbonds,&mutualfunds
Moneymarketfunds
Certificatesofdeposit
Coverdellsavingaccounts.
Section529collegesavingsorprepaidtuitionplans
Nonqualified(nonretirement)annuities

PA
120WA

PA
120WB

PA
120WC

PA
120WD

PA
120WE

PA
120WF

PA
120WG

KWWSVSURILOHRQOLQHFROOHJHERDUGRUJSUI33UH$SS:RUNVKHHW6HUYOHW33UH$SS:RUNVKHHW6HUYOHWVUY





352),/(&XVWRPL]HG3UH$SSOLFDWLRQ:RUNVKHHW

Commodities
Precious&strategicmetals
Installment&landsalecontracts(includingsellerfinanced
mortgages)
Allotherinvestments

PA120AWorksheetTotal

PA
120WH

PA
120WI

PA
120WJ

PA
120WK

Whatdoyourparentsoweontheirinvestments?

PA125A

Whatisthetotalcurrentmarketvalueofyourparents'real
estate?

PA180B

Whatdoyourparentsoweontherealestatetheyown?

PA185B

Whatyearwasyourparents'realestatepurchased?

PA190B

Whatwasthepurchasepriceofyourparents'realestate?

PA195B

Parents'Expenses(PE)
Thissectionasksforinformationaboutthestudent'sparents'[Link]
"you"or"your"[Link]"parents"itisreferringto
thestudent'sparent(s)[Link]
notapply,answer"0"(zero).
Question

Response

Help
Code

Entertheamountofchildsupportyourparent(s)paidorexpect
topayin2015becauseofdivorceorseparationorastheresult
ofalegalrequirement.(Donotentertheamountofchildsupport
youreceivedorexpecttoreceive.EnterthatamountinPI180.)

PE100

Entertheamountofchildsupportyourparent(s)expecttopay
in2016becauseofdivorceorseparationorastheresultofalegal
requirement.(Donotentertheamountofchildsupportyou
expecttoreceive.)

PE105

Enterhowmuchyourparent(s)repaidorexpecttorepayontheir
educationalloansin2015.

PE110

Enterhowmuchyourparent(s)expecttorepayontheir
educationalloansin2016.

PE115

Entertheamountofmedicalanddentalexpensesyourparent(s)
paidorexpecttopayin2015thatwerenotcoveredbyinsurance
oramedicalordentalplan.

PE120A

Entertheamountofmedicalanddentalexpensesyourparent(s)
expecttopayin2016thatwillnotbecoveredbyinsuranceora
medicalordentalplan.

PE125

Enterthetotalelementary,juniorhighschool,andhighschool
tuitionyourparent(s)paidorexpecttopayfordependent
[Link],thestudent.

PE130A

Enterthetotalelementary,juniorhighschool,andhighschool
tuitionyourparent(s)expecttopayfordependentchildrenin
[Link],thestudent.

PE135

Forhowmanydependentchildrendidyourparent(s)pay
elementary,juniorhighschool,andhighschooltuitionforin
2015?Donotincludeyou,thestudent.

PE140A

KWWSVSURILOHRQOLQHFROOHJHERDUGRUJSUI33UH$SS:RUNVKHHW6HUYOHW33UH$SS:RUNVKHHW6HUYOHWVUY





352),/(&XVWRPL]HG3UH$SSOLFDWLRQ:RUNVKHHW

Forhowmanydependentchildrendoyourparent(s)expectto
payelementary,juniorhighschool,andhighschooltuitionforin
2016?Donotincludeyou,thestudent.

PE145

Whatisyourparents'monthlyrentalpayment?

PE150B

Student'sData(SD)
[Link]"you"or"your"itis
[Link],enter"0"(zero).Ifanonfinancial
question([Link])doesnotapply,youmayleaveitblank.
Question

Response

Enterthenameoftheschool,college,oruniversityyou
attend/attendedduringthe201516academicyear.

Whatis/wasyouryearinschoolduringthe201516schoolyear?

NotEnrolled

Help
Code
SD100
SD105A

11thgrade
12thgrade
13thyear
1styrcollege
2ndyrcollege
3rdyrcollege
4thyrcollege
5thyrcollege
1styrgrad/prof
2ndyrgrad/prof
3rdyrgrad/prof
4thyrgrad/prof
Other
Howmuchdidyouorwillyoureceiveinscholarships,grants,and
giftaidduringthe201516academicyear?

SD110A

Howmuchdidorwillyourparentspayforyoureducationforthe
201516academicyear?

SD115A

Whatisyourstate,territory,orprovinceoflegalresidence?

SD120

Whenyouwereage13orolder,werebothofyourparents
deceased,wereyouinfostercare,orwereyouadependent/ward
ofthecourt?

Yes

SD145

AtanytimeonorafterJuly1,2015didyoureceiveanofficial
determinationthatyouareanunaccompaniedyouthwhois
homelessoratriskofbeinghomeless?

Yes

Areyou,orhaveyoubeen,anUpwardBoundparticipant?

Yes

No
SD150

No
SD159

No
Student's2015IncomeandBenefits(SI)
Thissectionasksforinformationaboutthestudent's(andthestudent'sspouse's,ifmarried)
[Link]"you"or"your"itisreferringtothestudent(and
student'sspouse's,ifmarried).Ifaquestiondoesnotapply,enter"0"(zero).
Question
Entertheincomeyouearnedorexpecttoearnfromworkin

Response

KWWSVSURILOHRQOLQHFROOHJHERDUGRUJSUI33UH$SS:RUNVKHHW6HUYOHW33UH$SS:RUNVKHHW6HUYOHWVUY

Help
Code
SI125G




352),/(&XVWRPL]HG3UH$SSOLFDWLRQ:RUNVKHHW

2015.
Entertheamountoftaxabledividendandinterestincomeyou
earnedorexpecttoearnin2015.

SI135B

Entertheamountofanyotheruntaxedincomeyoureceivedor
expecttoreceivein2015.

SI160G

SI160GWorksheet

Taxdeductiblepaymentstoqualifiedretirementorpension
plansmadein2015

Taxexemptinterestincomeearnedin2015

SI
160WE

SI160WJ

Paymentstotaxdeferredpensionandsavingsplans(paid
directlyorwithheldfromearnings)madein2015.

SI
160WL

Untaxedamountyoureceivedinpension,annuity,or
retirementbenefitsin2015.

SI
160W8

SI
160WQ

SI
160WR

Workers'Compensation
VeteransEducationalWorkStudyallowances

VeteransnoneducationalbenefitssuchasDeathPension,
Disability,Dependency&IndemnityCompensation(DIC),
etc.

SI
160WS

Housing,food,andotherlivingallowancespaidtomembers
ofthemilitary,clergy,andothers(includingcashpayments
andcashvalueofbenefits)

SI
160WU

Cashreceivedoranymoneypaidonthestudent'sbehalf
(e.g.,bills),notreportedelsewhereonthisapplication
Anyotheruntaxedincomeandbenefits

SI160GWorksheetTotal
Entertheamountof2015AmeriCorpsearningsyoureportedor
expecttoreporttotheIRSinyouradjustedgrossincome.

SI
160WV

SI
160WW

SI165B

Student'sExpectedResourcesfor201617(SR)
Thissectionasksforinformationaboutthestudent(andthestudent'sspouse's,ifmarried)
[Link]"you"or"your"itisreferringtothe
[Link],enter"0"(zero).
Question
Ifyoureceived/willreceiveveterans'educationbenefitsduring
July1,2016June30,2017,whattypeofbenefitsdidyou/will
youreceive?

Response
Post9/11GIBill(Chapter
33)

Help
Code
SR100

MontgomeryGIBillActive
Duty(Chapter30)
MontgomeryGIBill
SelectedReserve(Chapter
1606)
ReserveEducational
AssistanceProgram(Chapter
1607)
Dependents'Educational
Assistance(Chapter35)
VocationalRehabilitationand
Employment(Chapter31)
Anyothertypeofveterans'

KWWSVSURILOHRQOLQHFROOHJHERDUGRUJSUI33UH$SS:RUNVKHHW6HUYOHW33UH$SS:RUNVKHHW6HUYOHWVUY





352),/(&XVWRPL]HG3UH$SSOLFDWLRQ:RUNVKHHW

educationbenefits
Entertheamountofveterans'educationbenefitsyou
received/expecttoreceivepermonthduringJuly1,2016June
30,2017.

SR103

Forhowmanymonthsdidyou/willyoureceiveveterans'
educationbenefitsduringJuly1,2016June30,2017?

SR105

Enterthetotalamountyouexpecttoearninwages,salaries,
tips,etc.duringthesummerof2016.(3months)

SR110A

Enterthetotalamountyouexpecttoearninwages,salaries,
tips,etc.duringthe201617schoolyear.(9months)

SR115

Enterthetotalamountofgrants,scholarships,fellowships,etc.
includingAmeriCorpsbenefitsyoureceivedorexpecttoreceive
fromsourcesotherthanthecollegesoruniversitiestowhichyou
areapplying.(ListsourcesinExplanations/SpecialCircumstances
(ES).)

SR150

Entertheamountoftuitionbenefitsyouwillreceivefromyour
parents'employer(s)and/oryouremployer.

SR155A

Entertheamountyourparentsthinktheywillbeabletopayfor
your201617collegeexpenses.

SR160A

Enterthetotalamountyouexpecttoreceivefromyourrelatives
andallothersources.(Listsourcesandamountsin
Explanations/SpecialCircumstances(ES).)

SR165A

Student'sAssets(SA)
Thissectionasksforinformationaboutthestudent's(andstudent'sspouse's,ifmarried)assets.
Anytimeaquestionsays"you"or"your"itisreferringtothestudent(andstudent'sspouse's,if
married).Ifanumericfinancialquestiondoesnotapply,enter"0"(zero).Ifanonfinancial
question([Link]/noquestionsaboutanassetyoudonotown)doesnotapply,youmayleaveit
blank.
Question

Response

Help
Code

Entertheamountyouhaveincash,savings,andchecking
accountsasoftoday.

SA100A

EnterthetotalvalueofyournoneducationIRA,Keogh,401k,
403b,etc.accountsasofDecember31,2015.

SA105

Whatisthetotalcurrentmarketvalueofyourinvestments
includingUniformGiftstoMinors?

SA110A

SA110AWorksheet

UniformGiftstoMinors(orsimilaraccounts)
Stocks,stockoptions(iflessthan$0,enter$0),bonds,
savingsbonds,&mutualfunds
Moneymarketfunds
Certificatesofdeposit
Nonqualified(nonretirement)annuities
Commodities
Precious&strategicmetals

SA
110WA

SA
110WB

SA
110WD

SA
110WE

SA
110WF

SA
110WG

SA
110WH

KWWSVSURILOHRQOLQHFROOHJHERDUGRUJSUI33UH$SS:RUNVKHHW6HUYOHW33UH$SS:RUNVKHHW6HUYOHWVUY





352),/(&XVWRPL]HG3UH$SSOLFDWLRQ:RUNVKHHW

Installment&landsalecontracts(includingsellerfinanced
mortgages)
Allotherinvestments

SA110AWorksheetTotal

SA
110WI

SA
110WL

Whatdoyouoweonyourinvestments?

SA115A

Enterthetotalvalueofallofthetrustsofwhichyouarea
[Link],enter
zero(0)andskipthenexttwoquestions(SA175andSA180).

SA170A

Ifyouarethebeneficiaryofatrust,isanyincomeorpartofthe
principalfromthetrust(s)currentlyavailable?

Yes

Ifyouarethebeneficiaryofatrust,whoestablishedthetrust?

Student'sparents

SA175

No
SA180

Other
FamilyMemberListingParents'Household(FM)
GiveinformationforallfamilymembersenteredinquestionPH100exceptthestudentandthe
student'sparent(s).Thenumberoffamilymemberspacesprovidedbelowisbasedonyour
[Link],pleasereviewand
[Link],enter"0"(zero).If
anonfinancialquestion([Link])doesnotapply,youmayleaveitblank.
Question

Response

Help
Code

FamilyMember1
Fullnameoffamilymember

FM100

Relationshiptostudent

Student'sbrother/sisteror
halfbrother/sister

FM105

Student'sgrandparent
Student's
stepbrother/stepsister
OtherExplaininSectionES
Age

FM110

Enterthenameoftheeducationalinstitution(school,college,or
university)thispersonattends/attendedduringthe201516
academicyear.

FM115

Whatis/wasthisperson'syearinschoolduringthe201516
academicyear?

FM120A

Howmuchare/weretheeducationalfees(tuitionandother
educationalcharges)forthispersonforthe201516academic
year?

FM125A

Howmuchare/werethechargesforroomandboard(housing
andmeals)forthispersonforthe201516academicyear?

FM126A

Howmuchdidthispersonreceiveinscholarships,grants,orgift
aidduringthe201516academicyear?

FM130A

Howmuchdidyourparentspayforthisperson'seducationfor
the201516academicyear?

FM135A

Willthispersonattendcollegeatleastonetermduringthe2016
17academicyear?

No,willnotattend

FM140A

KWWSVSURILOHRQOLQHFROOHJHERDUGRUJSUI33UH$SS:RUNVKHHW6HUYOHW33UH$SS:RUNVKHHW6HUYOHWVUY





352),/(&XVWRPL]HG3UH$SSOLFDWLRQ:RUNVKHHW

Yes,fulltime
Yes,halftime
Ifthispersonwillattendcollege,whattypeofcollegewillthis
personattend?

2yearpublic
college/university

FM150A

2yearprivate
college/university
4yearpublic
college/university
4yearprivate
college/university
Graduate/post
grad/professionalschool
Proprietaryschool
Enterthenameoftheeducationalinstitution(school,college,or
university)thispersonwillattendduringthe201617academic
year.

FM155

Whatwillbethetotalcostofattendingtheeducationalinstitution
(school,college,oruniversity)thispersonwillattendduringthe
201617academicyear?

FM160A

Howmuchwillyourparentspayforthisperson'seducationfor
the201617academicyear?

FM165A

Fullnameoffamilymember

FM100

Relationshiptostudent

Student'sbrother/sisteror
halfbrother/sister

FM105

FamilyMember2

Student'sgrandparent
Student's
stepbrother/stepsister
OtherExplaininSectionES
Age

FM110

Enterthenameoftheeducationalinstitution(school,college,or
university)thispersonattends/attendedduringthe201516
academicyear.

FM115

Whatis/wasthisperson'syearinschoolduringthe201516
academicyear?

FM120A

Howmuchare/weretheeducationalfees(tuitionandother
educationalcharges)forthispersonforthe201516academic
year?

FM125A

Howmuchare/werethechargesforroomandboard(housing
andmeals)forthispersonforthe201516academicyear?

FM126A

Howmuchdidthispersonreceiveinscholarships,grants,orgift
aidduringthe201516academicyear?

FM130A

Howmuchdidyourparentspayforthisperson'seducationfor
the201516academicyear?

FM135A

Willthispersonattendcollegeatleastonetermduringthe2016
17academicyear?

No,willnotattend

FM140A

Yes,fulltime
Yes,halftime

KWWSVSURILOHRQOLQHFROOHJHERDUGRUJSUI33UH$SS:RUNVKHHW6HUYOHW33UH$SS:RUNVKHHW6HUYOHWVUY





352),/(&XVWRPL]HG3UH$SSOLFDWLRQ:RUNVKHHW

Ifthispersonwillattendcollege,whattypeofcollegewillthis
personattend?

2yearpublic
college/university

FM150A

2yearprivate
college/university
4yearpublic
college/university
4yearprivate
college/university
Graduate/post
grad/professionalschool
Proprietaryschool
Enterthenameoftheeducationalinstitution(school,college,or
university)thispersonwillattendduringthe201617academic
year.

FM155

Whatwillbethetotalcostofattendingtheeducationalinstitution
(school,college,oruniversity)thispersonwillattendduringthe
201617academicyear?

FM160A

Howmuchwillyourparentspayforthisperson'seducationfor
the201617academicyear?

FM165A

Explanations/SpecialCircumstances(ES)
Usethisspacetoexplainanyunusualexpensessuchashighmedicalordentalexpenses,
educationalandotherdebts,childcare,eldercare,orspecialcircumstancessuchaslossof
[Link]
limityourresponsesto2000characters.(Charactersincludespaces,linereturns,etc.)Any
[Link]
[Link]
morespaceisneeded,usesheetsofpaperandsendthemdirectlytoyourcolleges,universities,
[Link]'[Link]
informationinEnglish.

SupplementalQuestions(SQ)
Thissectioncontainsadditionalquestionsrequiredbyoneormoreofyourcollegesandprograms.
Attheendofthesectionisalistofthecollegesandprogramsthatrequestedthemandthe
[Link]
[Link],
[Link]
English.
Question

Response

Ifyourparentsownrealestateotherthantheirhome,enterthe
numberofpropertiesthattheyown.(Besuretoincludethetotal
valueofalltherealestateandthetotalamountowedinPROFILE
HelpCodePA180.)
Foreachpropertyreported,providetheyearofpurchase,the
purchaseprice,thecurrentmarketvalue,andtheamountowed.
Ifanypartofyourfamily'sprimaryresidenceisusedasrental
property,enterthepercentusedasrental.(Formatiswhole
numbersonly,0100.)

Help
Code

SQ111

SQ114

KWWSVSURILOHRQOLQHFROOHJHERDUGRUJSUI33UH$SS:RUNVKHHW6HUYOHW33UH$SS:RUNVKHHW6HUYOHWVUY





352),/(&XVWRPL]HG3UH$SSOLFDWLRQ:RUNVKHHW

CONTACT|ABOUTUS|PRIVACY|TERMSOFUSE |LINKTOUS

KWWSVSURILOHRQOLQHFROOHJHERDUGRUJSUI33UH$SS:RUNVKHHW6HUYOHW33UH$SS:RUNVKHHW6HUYOHWVUY

2016TheCollegeBoard