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STANFORD GRADUATE SCHOOL OF BUSINESS Financial Aid 655 Knight Way Stanford University Stanford, CA 94305-7298 Phone 650.723.3282 Fax 650.725.3328 [email protected] 2013-2014 CSS PROFILE HELP SHEET Allocate 20 minutes to complete this form. To make the process easier it would help to have your 2012 tax return and W-2, current bank statements, and other financial statements on hand while you complete the CSS Profile. SCHOOL CODE The CSS code number you must enter for your form to be sent to our office at the Stanford Graduate School of Business is 0265. TIME PERIODS Several questions ask you to indicate your income based on specific time periods. When the CSS Profile application requests annual or estimated year income (Section SI), please use calendar year information (January 1 December 31). We define summer as June 15, 2013 September 20, 2013. We define the academic year as September 21, 2013 - June 12, 2014. Please use these dates for the summer and academic year to answer questions on the CSS Profile application and be sure that you do not combine any income source into more than one time period. TAX FILING If you have not yet filed your income tax return or statement, you should estimate your income and other tax data to the best of your ability in order to complete the profile by the suggested filing date. To assist you in your estimation, you may want to use your prior year’s tax return and your end of the year pay stubs or W-2’s. INCOME Always include the gross, pre-tax, amount when listing income from any source. For second year students, ESP income and SMIF should be included as income. Please complete all questions including the supplemental questions in section SQ. Include summer wages in the question about your 2012 income even though you may also have reported summer income in #SR-110. It will not be double counted. INTERNATIONAL STUDENTS International Students should apply through the Global CSS Profile application. The application will allow you to enter your income and asset information in your home currency. The Global CSS Profile will require you to file in parental information. The GSB does not take parental information into consideration, but you will be required to fill in the basic demographic information for your parents and then you can fill in zero (0) for all income and asset information. FOREIGN INCOME AND ASSETS For domestic students, convert all foreign income to US dollars. For international students completing the Global CSS Profile, you can use foreign currencies. If you are an international student and filed or will file a tax return in any country or if someone on your behalf (e.g. Employer) filed or will file for you, enter in the equivalent information for each question even if it is tailored to US citizens and their work situation.

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STANFORD GRADUATE SCHOOL OF BUSINESS

Financial Aid

655 Knight Way Stanford University Stanford, CA 94305-7298

Phone 650.723.3282 Fax 650.725.3328 [email protected]

2013-2014 CSS PROFILE HELP SHEET

Allocate 20 minutes to complete this form. To make the process easier it would help to have your 2012

tax return and W-2, current bank statements, and other financial statements on hand while you complete

the CSS Profile.

SCHOOL CODE

The CSS code number you must enter for your form to be sent to our office at the Stanford Graduate

School of Business is 0265.

TIME PERIODS

Several questions ask you to indicate your income based on specific time periods. When the CSS Profile

application requests annual or estimated year income (Section SI), please use calendar year information

(January 1 – December 31). We define summer as June 15, 2013 – September 20, 2013. We define the

academic year as September 21, 2013 - June 12, 2014. Please use these dates for the summer and

academic year to answer questions on the CSS Profile application and be sure that you do not combine

any income source into more than one time period.

TAX FILING

If you have not yet filed your income tax return or statement, you should estimate your income and other

tax data to the best of your ability in order to complete the profile by the suggested filing date. To assist

you in your estimation, you may want to use your prior year’s tax return and your end of the year pay

stubs or W-2’s.

INCOME

Always include the gross, pre-tax, amount when listing income from any source. For second year

students, ESP income and SMIF should be included as income. Please complete all questions including

the supplemental questions in section SQ. Include summer wages in the question about your 2012

income even though you may also have reported summer income in #SR-110. It will not be double

counted.

INTERNATIONAL STUDENTS

International Students should apply through the Global CSS Profile application. The application will

allow you to enter your income and asset information in your home currency. The Global CSS Profile

will require you to file in parental information. The GSB does not take parental information into

consideration, but you will be required to fill in the basic demographic information for your parents and

then you can fill in zero (0) for all income and asset information.

FOREIGN INCOME AND ASSETS

For domestic students, convert all foreign income to US dollars. For international students completing the

Global CSS Profile, you can use foreign currencies.

If you are an international student and filed or will file a tax return in any country or if someone on your

behalf (e.g. Employer) filed or will file for you, enter in the equivalent information for each question even

if it is tailored to US citizens and their work situation.

STANFORD GRADUATE SCHOOL OF BUSINESS

Financial Aid

655 Knight Way Stanford University Stanford, CA 94305-7298

Phone 650.723.3282 Fax 650.725.3328 [email protected]

PROSPECTIVE SPOUSE INFORMATION

If you plan to marry on or before January 15, 2014, please be aware that SQ-756 will ask for your

anticipated date of marriage. If you are currently not married but planned to be married before January 15,

2014, please do not include your prospective spouse’s information on the CSS Profile application.

Instead, please complete the Prospective Spouse Form which can be downloaded from the Financial Aid

website.

PROCESS TIME

Stanford will receive your data electronically approximately two weeks after you submit the form.

Problem/Issue

Profile

Question

Help Code

What Should You Do

Address and

Email Registration

Enter in as much of your information as you can.

Social Security

Number Registration

International students: If you do not have a social security number,

please leave this blank.

CSS Code No. Registration 0265 (Stanford University - Grad School of Business)

Income Tax Registration If you filed a non-US income tax form, choose filed a tax return for

question 8. In question 9, choose “other non-US tax return”

Student’s Info

State of Legal

Residence

SD-120

For US Residents choosing their state of legal residence, pick the

state in which you lived for most of the previous year or where you

intend to file your state tax return.

Number of

Exemptions and

Deductions

SI-100 If you will not file a U.S. Income Tax Return, please leave these

items blank.

Adjusted Gross

Income from

U.S. IRS Form

SI-105

If you will not file a U.S. Income Tax Return, please convert the sum

of all income sources (i.e., wages, interest/dividend income, capital

gains, business income, etc.) into U.S. dollars. This should be the total

income as indicated on your foreign tax statement, if applicable.

Taxes Paid SI-110

If you will not file a U.S. Income Tax Return but did complete a

foreign tax statement, please indicate the amount paid in foreign

taxes. This should be the total tax paid as indicated on your foreign

tax statement, if applicable.

Earned Income

Credit SI-155

Please be aware that most of our students are not eligible for an

earned income credit.

Financial Aid

Reported Income SI-165A

Please be aware that typically our students do not have any taxable

financial aid.

Assets SA-100 Do not include student loans that were borrowed to pay for your GSB

cost of attendance.

Assets SA-110A

List the gross value of assets when it asks for the worth. Do not

deduct amounts owed against the asset for consumer debt. Include

accounts which you share with others.

Assets SA-105 List the gross value of all retirement funds and pension plans. Do not

deduct possible tax liabilities for retirement funds.

Assets SA-120/125 You may be asked for supporting documentation to verify the current

STANFORD GRADUATE SCHOOL OF BUSINESS

Financial Aid

655 Knight Way Stanford University Stanford, CA 94305-7298

Phone 650.723.3282 Fax 650.725.3328 [email protected]

Although our office may be able to assist you with basic questions, please contact The College

Board if you have questions about the completion of the application.

E-mail: [email protected]

Telephone: 305-829-9793

market value and the indebtedness of your home.

Trust SA-170

You may be asked to provide a copy of the trust that indicates the

value of the trust, the portion of the trust that includes your name as

the beneficiary, and the terms of the distribution of the funds.

If you enter an NA response to this question, you may still be

required to provide additional documentation.

Student’s

Expenses SE-105

When estimating medical and dental expenses, use expenses you

incurred over the past year that will be repeated in the coming year.

See IRS instructions for Form 1040, Schedule A for a comprehensive

list of expenses to include. Do not include amounts that will be

covered or reimbursed by insurance.

Spouse’s

Expected Annual

Income from

Work

SQ-602 Summer 2013 (3 months)= June 15, 2013 – September 20, 2013

School year 2012-2013 (9 months) = September 21, 2013 – June 12,

2014

Spouse’s

Expected Annual

Income from

Work

SQ-602 If you are an international student and your spouse or prospective

spouse will not be able to work in the United States due to the type of

visa he/she holds, please explain in Section ES.

Grants,

Scholarships,

fellowships, etc.

SR-150

Enter total amounts. Examples of these types of aid include the Soros

Foundation and Fulbright Scholarship. Please indicate in section P if

you have already been awarded these funds or that you expect to

receive them.

Tuition benefits SR-155A Typically, these are employer tuition benefits (we refer to these as

Forgivable Loans).

Gifts or Loans

from parents

SQ-633 &

SQ-634 You will need to specify whether this amount is a gift or a loan.

Household Info SD-135B

Only include spouse, children already born, and those for whom you

will provide over 50% financial support during the 2013-2014

academic year.