Family Information

How many siblings, under the age of 24, are living with your parents and are not enrolled in college?:: Not including the prospective student to the University of Rochester, how many siblings under the age of 24 live at home with the student’s parents and are not enrolled in college? For example: If there are 5 members of the household that includes 2 parents, 2 siblings (both in high school) and the prospective student. Only report siblings at home = 2.
How many siblings are enrolled as undergraduate students?: Not including the prospective student to the University of Rochester, how many siblings are enrolled as undergraduate students? For example: If there are 4 members of the household that includes 2 parents, 1 sibling who is enrolled in an undergraduate college program and the prospective student to the University of Rochester. Only report siblings in college = 1.

Student Assets

Cash, savings, checking: As of today, what is your total current balance of cash, savings, and checking accounts?
Investment Equity (investment worth): As of today, what is the net worth of your investments, including real estate (not your home)?
Total Value of Trust: This is the total value of any trust accounts available to the student's name.

AGI (Adjusted Gross Income): This value is found on your most recently completed Federal IRS 1040 tax form. AGI is found on line 36 of IRS 1040, line 21 of 1040A, or line 4 of 1040EZ.
Father's Wages: This value is found on your most recently completed Federal IRS 1040 tax form. Wages are found on lines 7 plus line 12 of IRS 1040, line 7 of 1040A, or line 1 of 1040EZ. You may also find this information on your W-2 form(s) in box 1, given to you by your employer(s).
U.S. Income Taxes Paid: This value is found on your most recently completed Federal IRS 1040 tax form. Income tax is on line 56 of IRS 1040, line 36 of 1040A, and line 10 of the 1040EZ.
Untaxed Income: Enter any forms of income that are not taxed by the IRS, e.g. untaxed earnings from odd jobs, contributions to tax deferred pension plans, social security income, TANF, child support received, IRA/Keogh Payments, earned income credit, housing and food allowance, foreign income exclusions, and any other miscellaneous categories of income that are untaxed.
Losses: Enter reported losses from your Federal IRS 1040 tax form. Losses can be found on lines 12 through 21 of IRS 1040. Report as negative number, using the negative sign (-) as shown on IRS 1040 lines 12 through 21.

Cash, savings, checking: As of today, what is your parents' total current balance of cash, savings, and checking accounts?
Total Parents' assets held in student's siblings' names: As of today, what is the total value of any assets held by the parents in the name of any of the student's siblings? Examples include UGMA or UTMA accounts, Coverdell Education Savings Account, Section 529 plans, trust funds in a sibling's name, or savings accounts in a sibling's name.
Home Equity: Enter the current equity value of your parent’s home as of today’s date. (Equity = Current Value – Current Debt)
Other Real Estate Assets: Enter the current equity value of your parent’s other real estate, not your parent’s home as of today’s date. (Equity = Current Value – Current Debt)
Investments: What is the net worth of your parent’s investments, not including real estate or your parent’s home, as of today’s date? (Net worth = Current Value – Current Debt)
Business Assets: What is the net worth of any business owned (either fully or partially) by your parents? (Net worth = Current Value – Current Debt)