Investments | Guaranteed Income | College Planning
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**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 email@example.com.
Did you attend one of our College Planning classes?*
If Yes, When did you attend our class?
Date of Birth*
Student Home Address
Address Line 2
State of Legal Residence*
Date began living in State*
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?*
If Yes: Math Score
Critical Reading Score
Have they taken the ACT?*
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)
Employer / Job Title
Father's highest grade level:
ElementaryHigh SchoolCollege or Beyond
Mother's highest grade level:
Number of family members in your family*
Number of dependents*
Are both parents United States citizens?*
Date(s) of Birth*
Anticipated Graduation Year
For this section, we recommend you have your most recent personal 1040 tax return document handy. We have listed the lines on the tax return to find the requested information:
Taxable Income Parent One (Line 7 - W2 Box 1)*
Contribution To Retirement Parent One (W2 Box 12 Codes D,E,F,G,H,S)*
Taxable Income Parent Two (Line 7 - W2 Box 1)*
Contribution To Retirement Parent Two (W2 Box 12 Codes D,E,F,G,H,S)*
Adjusted Gross Income (Line 37)*
Federal Income Tax Paid (Line 56)*
Earned Income Credit*
Will your income change next year?*
If yes, please explain*
Please check boxes for all accounts that you own:*
Tax Exempt Bonds
Student Education Assets
Education IRA/Coverdell ESA*
Prepaid tuition plan*
529 College Savings Plan*
401k or 403b (Father)*
401k or 403b (Mother)*
Market value of your home*
Year your home was purchased*
Debt (Mortgage) on home*
Monthly Principal & Interest Payment*
Do you own any additional properties?*
If 'yes', please list your additional properties here:*
Year of separation
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?
If 'yes', how much per school year?
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*
Your information is secure and will not be shared with anyone.