College Planning Data Form

**All information provided is confidential and is not provided to any third party entities.
Not all fields are marked as "required" (*), however please enter as much information as possible to ensure you receive the most accurate estimate.
If you would like to complete a paper copy of this questionnaire, just ask! Send your request to info@ifcadvisors.com.


Did you attend one of our College Planning classes?*

YesNo

If Yes, When did you attend our class?



Student General Information

First Name*

MI

Last Name*

Date of Birth*


Gender:*


MaleFemale

Home Phone

Cell Phone

Email*


Student Home Address


Address Line 2


City

State

Zip Code

Country

State of Legal Residence*

Date began living in State*


Student Academic Information

What high school do they attend?*


Student's Graduation Year*


What is their class rank?

What is their GPA?*

Have they taken the SAT or PSAT?*

YesNo

If Yes:   Math Score

Critical Reading Score

Writing Score

Have they taken the ACT?*

YesNo

If Yes:   What was their composite score?


Major courses of study (If undecided, please indicate)


Career choice (If undecided, please indicate)


Are they taking any AP classes (If yes, please indicate all classes)



Parental General Information

Father Information

First Name*

MI

Last Name*

Relation:*


ParentStep ParentGuardianOther

Date of Birth*


Employer / Job Title


Home Phone

Work Phone

Email


Father's highest grade level:


ElementaryHigh SchoolCollege or Beyond

Mother Information

First Name*

MI

Last Name*

Relation:*


ParentStep ParentGuardianOther

Date of Birth*


Employer / Job Title


Home Phone

Work Phone

Email


Mother's highest grade level:


ElementaryHigh SchoolCollege or Beyond


Family Information

General Information

Number of family members in your family*


Number of dependents*


Are both parents United States citizens?*


YesNo

Sibling Information

Name(s)*


Date(s) of Birth*


School


Anticipated Graduation Year



Parent Income Information

Taxable Income Father*


Taxable Income Mother*


Adjustments to Gross Income*


Federal Income Tax Paid*


Earned Income Credit*


Will your income change next year?*


YesNo

If yes, please explain*



Assets

Please check boxes for all accounts that you own:*

Checking

Savings

CD

T-Bills

Bonds

Tax Exempt Bonds

Stocks

Mutual Funds

Trust Funds

Custodial UGMA/UTMA

Limited Partnerships

Account Details*



Student Education Assets

Education IRA/Coverdell ESA*


Prepaid tuition plan*


529 College Savings Plan*


Retirement Assets

401k or 403b (Father)*


401k or 403b (Mother)*


IRA (Father)*


IRA (Mother)*


Annuity (Father)*


Annuity (Mother)*



Property Information

Market value of your home*


Year your home was purchased*


Purchase price*


Debt (Mortgage) on home*


Monthly Principal & Interest Payment*


Do you own any additional properties?*


YesNo

If 'yes', please list your additional properties here:*



Marital Status Information

Marital status*


SingleMarriedSeperatedDivorced

Year of separation


Divorce date


Other parent information:


According to court order, when will support for the student end?


Who last claimed the student as a tax exemption?


In which year was the student last claimed


Is there an education clause (agreement) in the divorce decree?


YesNo

If 'yes', how much per school year?



Confirmation of Information

By entering your name, you agree to the following statement:
This information is accurate and complete to the best of our knowledge.

Father First Name*

Father Last Name*

Mother First Name*

Mother Last Name*

Date*


Your information is secure and will not be shared with anyone.

Menu
  |     |     |     |