2023 NEW Financial Aid Supplemental Questionnaire

1. Student Information:

Rows	First Name	Last Name	2024-2025 Grade
Student 1
Student 2
Student 3
Student 4
Student 5

2. Your Name:*

First NameLast Name

3. Your Email Address:*

example@example.com

4. School year you are applying for financial aid for?*

5. Do you (and/or your spouse) expect to earn in excess of $500 from dividends, interest, or capital gains/losses from sale of stock in 2023?*

Please review your 2022 tax return before answering the following question.

6. Have you (and/or your spouse) earned dividends, interest, or capital gains/losses from the sale of stocks/bonds, etc. in excess of $500 in 2022?*

5,6.a. Please upload your December 2022 bank and brokerage statements. Make sure your statements disclose all of your holdings and investment income that is recognized on your tax return.*

7. Do you (and/or your spouse) own or have any financial interest/shares in any real estate or co-op(s) that you are using as your primary residence? *

8. Do you (and/or your spouse) own or have an interest in any real estate or co-op(s) that you are using as a secondary residence, vacation home, or investment/rental property?*

7,8.a. Please provide a list of all real estate or co-op(s) that you own or have an interest/share. Please include the purchase price and current estimated market value of each property.*

Rows	Description of Property	Address	Purchase Price	Current Value
1
2
3
4
5
6

9. Do you own your own business?*

9a. Please upload the most recent statement of assets and liabilities for the business.*

10. Do you maintain investment ownership of any business enterprise in excess of 5%?*

10a. Please attach a list of all your investments, your investment ownership percentage, and the estimated market value of each investment and download the list onto the SSS software.*

10b. Please provide the most recent profit and loss statement of each investment and upload to your Financial Aid application on SSS.*

11. Are you currently building or planning new construction or renovation [house or apartment]?*

11a. What is the estimated cost of the construction/renovation:*