Free Online Assessment

Get a free online assessment and find out exactly where you stand in the applicant pool!

Please fill out this form. If you do not have all of the required data, submit what you can and we will get back to you later to get what’s missing.

Family Information

Primary Info
Father’s Name
First Name Last Name Age
Mother’s Name
First Name Last Name Age
Student’s Name
First Name Last Name Age Current Grade

 

Additional Students
Additional Student
First Name Last Name Age Current Grade
Additional Student
First Name Last Name Age Current Grade
Additional Student
First Name Last Name Age Current Grade

 

Contact Info
Phone
Home Phone Father Cell Mother Cell
Best Email
Best Time To Call

 

Student Academic Information

College Choices
State College Name
Academic Record
Grade Point Average Class Rank
Overall GPA out of students
Weighted GPA

 

SAT
Math Reading Writing Composite

 

ACT
Math Reading Science Writing Composite

 

Student Income and Assets

Which Tax Return Does The Student File
What is the Student’s Filing Status
Students Adjusted Gross Income
Student’s Taxable Income
Federal Tax paid by Student
Student Farm/Business Net Worth

 

Student Assets Total of All Sibling Assets
Type Amount Type Amount
Cash and Savings Cash and Savings
Trusts Trusts
Stocks Stocks
Bonds Bonds
Mutual Funds Mutual Funds
UGMA/UTMA UGMA/UTMA

 

Parent Income and Assets

Income and Tax Info

The following data fields are based on the 1040 tax return. If you are filing a 1040A or 1040 EZ the line numbers below will not apply to you.

Parent Filing Status # in Household
Tax Return Filed # of Exemptions
State of Residency

 

W-2 Income (form W-2) Business Income Re/Royalties/Trusts
box 1 box 5
Line 12
Line 17
Father:
Mother:

 

Parents’ Adjusted Gross Income (Line 37)
Parent’s Itemized Deduction (Line 40)
Parent’s Taxable Income (Line 43)
Federal Taxes Paid (Line 60)
Child support RECEIVED for all children
Child support PAID for all children
Housing, food, and other living allowances received
(members of the clergy, military, and others)
Did anyone in your household receive SSI, Food
Stamps, Free/Reduced Lunch, TANF, or WIC Benefits?
Assets and Real Estate

 

Qualified Assets (Retirement)
Type
Owner
Current Balance
Annual Contributions

 

Non-Qualified Assets (Non-Retirement)
Type
Owner
Current Balance

 

Personal Real Estate
Primary Residence
Home Value
Purchase Price Total P&I Payments
First Mortgage Balance
Second Mortgage Balance
Home Equity Line of Credit Balance
Second Home
Home Value
Purchase Price Total P&I Payments
First Mortgage Balance
Second Mortgage Balance
Home Equity Line of Credit Balance

 

Investment Property
Address
Property Value
Total Mortgage Debt
Total P&I Payments

 

Debts and Liabilities
Type Balance Payment

 

College Funding
How much per month can you afford to put toward college

 

Advisor Info
Do You Have A Current College Advisor? Who Is it?