2017–2018 list college application for financial aid€“2018 list college application for...

THE FOLLOWING MATERIALS MUST BE RECEIVED BY THE MARCH 1, 2017, DEADLINE:

JTS APPLICATION (this application)

verification worksheet

non-filing statement (if applicable)

FAFSA (to be completed at www.fafsa.ed.gov) (International students do not complete the FAFSA)

REQUIRED 2015 TAX DOCUMENTS (tax returns must be signed)

your 2015 U.S. or foreign tax return your 2015 U.S. tax return transcript your parents’ 2015 U.S. or foreign tax return your parents’ 2015 U.S. tax return transcript

NOTE: You must submit both tax returns and tax return transcripts for yourself and your parents.

SUPPORTING DOCUMENTATION

SUBMITTING YOUR APPLICATION We will accept mailed, scanned/emailed, or faxed applications. Send materials to: Office of Financial AidThe Jewish Theological Seminary3080 Broadway, New York, NY 10027-4649Email: [email protected]: (212) 678-8002

Questions? Contact us at [email protected] or (212) 678-8007.

2017–2018 List College Application for Financial Aid(for the academic year September 2017–May 2018)

APPLICATION DEADLINE:MARCH 1, 2017, FOR ALL STUDENTSLATE APPLICATIONS WILL NOT BE ACCEPTED

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Last name: First name: M.I.: JTS School/degree:

http://www.fafsa.ed.gov

mailto:[email protected]


2017–2018 List College Application for Financial Aid

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NEW FAFSA REGULATIONS ANDINSTRUCTIONS FOR SUBMITTING U.S. TAX DOCUMENTS Beginning with the 2017-2018 academic year, the FAFSA (www.fafsa.ed.gov) will require your “prior prior” year tax information. For the 2017-2018 academic year, that means that you will use your 2015 tax return to complete your 2017-2018 FAFSA.

Additionally, in this JTS financial aid application, please pay close attention to the dates for requested information: some information is requested for 2015, some for 2016, and some for the upcoming 2017–2018 school year.

WHAT U.S. TAX DOCUMENTS DO WE REQUIRE?We require TWO separate tax documents from you and your parents to be submitted along with your application: 1. We require a signed copy of your and your parents’ 2015 U.S. tax return, AND 2. We require your and your parents’ 2015 Tax Return Transcript. For instructions on obtaining and submitting your tax return transcript, please see below:

HOW TO SUBMIT YOUR 2015 TAX RETURN TRANSCRIPT

OPTION 1: Upload your 2015 tax information directly into your FAFSA. (This is the recommended option.) Use the IRS Data Retrieval process when completing the FAFSA online (www.fafsa.ed.gov). You will be provided with instructions to link to the IRS while completing the FAFSA. If you choose to use the IRS Data Retrieval Tool, required data elements will be automatically populated for you on the FAFSA.

OPTION 2: Request a copy of your 2015 Tax Return Transcript from the IRS. Use this option only if you are unable to use the IRS Data Retrieval Tool in Option 1, above.To obtain a copy of your 2015 Tax Return Transcript from the IRS:1. Go to the IRS website https://www.irs.gov/individuals/get-transcript.2. Click on “Get Transcript ONLINE” or “Get Transcript by MAIL” 3. Follow the instructions to order your 2015 Tax Return Transcript. (Make sure you do NOT order a Tax “Account” Transcript, as this form does not have the required information on it.)4. When you receive your Tax Return Transcript, submit it to the JTS Financial Aid Office.

IF YOU HAVE ANY QUESTIONS ABOUT SUBMITTING YOUR TAX DOCUMENTS TO OUR OFFICE, PLEASE CONTACT THE JTS FINANCIAL AID OFFICE AT [email protected]. IF YOU HAVE ANY QUESTIONS ABOUT USING THE IRS DATA RETRIEVAL TOOL AS YOU COMPLETE THE FAFSA, PLEASE USE THE FAFSA ON THE WEB “LIVE HELP” OR CALL THE FAFSA HOTLINE AT 800-4-FED-AID.



https://www.irs.gov/individuals/get-transcript


Last name: First name: M.I.:

Date of birth (mm-dd-yy):

Social security number:

Permanent address:

City: State/Prov.: ZIP/Postal code:

Home phone: Cell phone:

Email address:

Marital Status: Single Married/Partnered Engaged If engaged, give expected date of marriage:Are you a U.S. citizen? If not, are you a Permanent Resident? Yes No Yes No IF A PERMANENT RESIDENT, PLEASE PROVIDE A PHOTOCOPY OF YOUR ALIEN REGISTRATION (GREEN) CARD!

In the 2017–2018 academic year what program will you be in? Joint Program/Columbia Double Degree/Barnard Year in JTS school beginning September 2017: 1st year 2nd year 3rd year 4th year 5th year Indicate the number of credits for which you will register each semester. First-year students, please enter: JTS—10 in Fall and 9 in Spring; Columbia/Barnard—6 in Fall and 9 in Spring.

at JTS: Fall: Spring: at Columbia/Barnard: Fall: Spring: In the 2017–2018 academic year, do you plan to live in JTS housing? Yes No

Name Relationship Age Attending College name Year in Enrolled Enrolled to student college in (if attending in 2017–2018) school full-time? half-time? 2017–18? (in 2017–18)

Y N Y N Y N

Y N Y N Y N

Y N Y N Y N

Y N Y N Y N

Y N Y N Y N

Do you plan to work at Camp Ramah during Summer 2017? Yes NoDo you have a trust fund? If Yes, indicate net worth: Yes No $

INTERNATIONAL STUDENTS also complete this section PLEASE CONVERT TO U.S. DOLLARS What is the total value of your assets (including bank accounts, investments, real estate)? $

PERSONAL INFORMATION

ENROLLMENT INFORMATION

FAMILY INFORMATION Dependent Family Member Listing (in your Parent(s)’ Household) for the 2017–2018 Academic Year

STUDENT’S FINANCIAL INFORMATION

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( ) ( )

2017–2018 List College Application for Financial AidApplication Form

1) How much do parents plan to contribute to the student’s education for the 2017–2018 academic year? $

Parent 1 Legal guardian Parent 2 Legal guardian

Name: Age: Name: Age:

Email address: Email address:

Self-employed Self-employed

Unemployed Date last employed: Unemployed Date last employed:

Occupation: Occupation:

Employer: No. years: Employer: No. years:

2) Parent Income and Asset Information:

a. Parent(s)’ monthly home mortgage/rental payment:$

b. Home: Current home value: $ Year purchased:

Current home debt: $ Purchase price:

$ c. Parsonage (annual amount):

$

INTERNATIONAL PARENTS also complete this section PLEASE CONVERT TO U.S. DOLLARS Balance in all checking and savings accounts:

$

Investments: Total investment value: $ Total real estate value:

$

(stocks, bonds, CDs, etc.) (not including primary residence)

Total investment debt: $

Total real estate debt: $

Business: Current business value: $ Current business debt:

$ (include all businesses)

3) Parent expected year income (for 2017): Parent 1 earnings:

$ Other taxable income:

$ Parent 2 earnings:

$ Untaxed income and benefits:

$4) Medical Expenses: Medical and dental expenses not covered by insurance: in 2016:

$ expected in 2017:

$5) Divorced or Separated Parents: (The non-custodial parent must submit a copy of his/her 2015 U.S. tax return transcript or foreign tax return.) Other parent’s name: Occupation/Employer:

Date of divorce or separation:

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

Is there an agreement specifying a contribution for student’s education? Yes No If Yes, what is the amount specified in the agreement?


PARENT INFORMATION (To be completed by custodial parent(s).)

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If you are receiving any outside scholarships or awards for the 2017–2018 academic year, list sources and amounts:

Source:

Amount: $

Application Pending or Awarded?

Source:

Amount: $

Application Pending or Awarded?

Use this space to supply additional information that you think will help us better evaluate your situation. You may attach additional sheets and documentation if necessary.

I certify that all of the information on this form is true and complete to the best of my knowledge.Student signature: Date:

Parent 1 (or Legal Guardian) signature: Date:


*Handwritten signatures are required on all financial aid application forms.*


OUTSIDE SCHOLARSHIPS

EXPLANATIONS/SPECIAL CIRCUMSTANCES

CERTIFICATION

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Last name: First name: M.I.: Social security number:

Address (include apt. no.): Date of birth (mm-dd-yy):

City: State: ZIP: Phone number (include area code): ( )

List the people in your parent(s)’ household; include:• yourselfandyourparent(s)(includingstepparents)evenifyoudon’tlivewithyourparents,and• yourparents’otherchildren,eveniftheydon’tlivewithyourparents,if(a)yourparentswillprovidemorethanhalfoftheirsupportfromJuly1,2017,

through June 30, 2018, or (b) the children would be required to provide parental information when applying for Federal Student Aid, and• otherpeopleiftheycurrentlylivewithyourparents,andyourparentsprovidemorethanhalfoftheirsupportandwillcontinuetoprovidemorethanhalfof

their support from July 1, 2017, through June 30, 2018.

Also write in the name of the college for any household member, excluding your parent(s), who will be attending college at least half-time between July 1, 2017, and June 30, 2018, and will be enrolled in a degree, diploma, or certificate program. If you need more space, attach a separate page.

Full Name Age Relationship College


A. STUDENT INFORMATION

B. FAMILY INFORMATION

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Your application was selected for review in a process called “verification.” JTS will be comparing information from your application with copies of your and your parent(s)’ 2015 Federal Tax Return Transcripts, or with W-2 forms or other financial documents. Federal regulations require JTS to ask you for this information before awarding federal aid. If there are differences between your application information and your financial documents, you may need to send in corrections using your Student Aid Report (SAR), or JTS may send corrections electronically.

Complete this verification form and submit it to the JTS Financial Aid Office as soon as possible.

What you should do:1. Collect your and your parent(s)’ financial documents (Federal Tax Return Transcripts, W-2 forms, etc.).2. Contact your JTS financial aid administrator if you have questions about

completing this worksheet.3. You and at least one parent should complete and sign the worksheet.4. Submit the completed worksheet, tax forms, and any other documents JTS has requested to your JTS financial aid administrator.5. Your JTS financial aid administrator will compare information on the

documents.

2017–2018 List College Dependent Verification WorksheetFederal Student Aid Programs

Marsha Cohen (example) 18 Sister City University

1. Please check all that apply. Check if you have transferred your 2015 tax information into your 2017–2018 FAFSA using the IRS Data Retrieval Tool. Check if you are attaching a copy of your 2015 Tax Return Transcript. Check if you are attaching a signed copy of your 2015 tax return form (the 1040, 1040A, or 1040EZ). Check here if you will not file and are not required to file a 2015 U.S. Income Tax Return.

2. Funds received for child support and other untaxed income. (See worksheets A&B of the FAFSA.)Sources of Untaxed Income 2015 Amount Sources of Untaxed Income 2015 Amounta. Child Support $ e. $b. Social Security (non-taxed) $ f. $c. Welfare (including TANF) $ g. $d. Food Stamps $ h. $

3. If you did not file and are not required to file a 2015 U.S. Income Tax Return, list below your employer(s) and any income received in 2015 (use the W-2 form or other earnings statements if available).Sources 2015 Amount $ $ $

D. PARENT(S)’ TAX FORMS AND INCOME INFORMATION1. Please check all that apply. Check if you have transferred your parent(s)’ 2015 tax information into your 2017–2018 FAFSA using the IRS Data Retrieval Tool. Check if you are attaching a copy of your parent(s)’ 2015 Tax Return Transcript. Check if you are attaching a signed copy of your parent(s)’ 2015 tax return form (the 1040, 1040A or 1040EZ). Check here if your parent(s) will not file and are not required to file a 2015 U.S. Income Tax Return.

2. Funds received for child support and other untaxed income. (See worksheets A&B of the FAFSA)Sources of Untaxed Income 2015 Amount Sources of Untaxed Income 2015 Amounta. Child Support $ e. $b. Social Security (non-taxed) $ f. $c. Welfare (including TANF) $ g. $d. Food Stamps $ h. $

3. If your parent(s) did not file and are not required to file a 2015 Federal income tax return, list below your parent(s)’ employer(s) and any income received in 2015 (use the W-2 form or other earnings statements if available).Sources 2015 Amount $ $ $

E. SIGN THIS WORKSHEET

By signing this worksheet, we certify that all the information reported on it is complete and correct. The student and at least one parent must sign.

Student signature: Date:

Parent (or Legal Guardian) signature: Date:


2017–2018 List College Application for Financial AidList College Dependent Verification Worksheet

C. STUDENT’S TAX FORMS AND INCOME INFORMATION (ALL APPLICANTS)

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WARNING: If you purposely give false or misleading information on this worksheet, you may be fined and sentenced to jail as indicated by U.S. federal government regulations.

Last name: First name: M.I.: Social security number:

Who must complete this section: students and/or parents who will not file a 2015 federal tax returnPlease check all that apply:

Student Parent 1 Parent 2 My/Our income in 2015 was: $

Please list the sources and amounts of money received to pay expenses.Source of money for 2015: Amount:

$Source of money for 2015: Amount:



$

***W-2 forms are required. Attach all W-2s to this form.***

I certify that I have not filed and will not file a 2015 federal tax return.I also certify that all the information on this form is true and correct to the best of my knowledge. Only the non-filing individual(s) must sign this form.Student signature: Date:





SECTION 1: STATEMENT OF INCOME

SECTION 2: EXPLANATION OF HOW 2015 EXPENSES WERE MET

SECTION 3: SIGNATURES

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List College 2015 Non-Filing Statement

2017–2018 list college application for financial aid€“2018 list college application for...

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