Tuition Worksheet

1

Full Name* This field is required. Please enter your name here

First Name

Last Name

2

Email* This field is required. Please enter your email address here

example@example.com

3

Adjusted Gross Income (AGI)* This field is required.Please Enter AGI from your 1040 (if filing jointly enter 1/2)

4

Additional Income* This field is required.Enter any additional income not reflected above

5

Anticipated Changes* This field is required.If there are significant anticipated changes to your income, please enter it here. For increases enter a positive number, for decreases, enter a negative number.

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Savings* This field is required.Savings account(s), CDs, other liquid assets

7

Trust Fund* This field is required.Trust Fund (If not included in your yearly adjusted gross income)

8

Investments* This field is required.Other Stocks, Bonds, and Mutual Funds, or other investment vehicles.

9

Property* This field is required.Property Assets. Do you have any property you have ownership in that you DO NOT occupy as a full time resident? If yes, how much is it (your share) worth?

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Retirement Accounts* This field is required.401K, IRA, or other retirement plan accounts

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Your tuition calculation is designed to adapt to your unique financial circumstances.

The following tiered percentages will be applied to your final yearly income: 8% if under $80k/year. 9% if $80–$150k/year. 10% if $150k/year and above. A smaller percentage of additional assets and resources will be added to the overall tuition. A bottom cap of $5000 and a top cap of $29,000 will be applied. Press next for your tuition total:

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General Income Total

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Current Asset Total

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Non Current Asset Total

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General Income Calculation

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Current Asset Calculation

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Non Current Asset Calculation

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Tuition Subtotal

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Tuition TotalThis is an estimate.