Checklist

Filling out the FAFSA is no easy task.  Please make sure you have all the necessary materials outlined in the checklist before you start the application process.

Step 1.  Apply for Personal Identification Number (PIN) for student at www.pin.ed.gov

Step 2. Select at least 5 colleges you’d like to attend

Step 3. Apply for federal, state and college-based financial aid on www.fafsa.gov                  

REQUIRED INFORMATION

WHERE TO FIND IT

2012 Federal Income Tax Form and if applicable, Schedule K-1 (Form 1065)

Personal records or call the IRS at 800-829-1040 (please allow 10 days for processing)

2012 W-2 Forms and if applicable, Unemployment Form (1099-G)

Personal records or contact your employer(s) or call the IRS at 800-829-1040

Personal Identification Number (PIN)

Apply or request duplicate pin at www.pin.ed.gov – immediate response

Student Driver’s License Number

Personal records

Social Security Number

Personal records or call Social Security Administration at 800-772-1213

Birth Date

Personal records

Date parents were married, separated, divorced or widowed

Personal records

Current Cash and checking/savings account balances

Personal records or from your bank

Current investment values (stocks, savings bonds, mutual funds, CDs) excluding parents’ home and retirement plans

Statements from the financial institutions

Current business value

From your accountant

Current investment farm value

From your accountant

2012 Child Support paid or received

Personal records

2012 Workers’ Compensation Benefits

Contact your employer

2012 Housing/Food/Living Allowance for military or clergy

Leave and Earnings Statement (military) or W2 form (clergy)