2016 – 2017
Investment Statement
Student Name (Print)
Z – Number
Street Address
City
Student’s E-Mail Address
Home Phone #
Date of Birth (mm/dd/yyyy)
State
Zip Code
Cell Phone #
As required by federal and state regulations the institution is required to resolve discrepancies reported on your FAFSA. A review of your
financial aid application and IRS tax information indicates conflicting information that requires confirmation of the reported information.
Student
What is the net worth of your investments?
Investments include: real estate (do not include the home you live in), trust funds, UGMA and UTMA accounts, money market
funds, mutual funds, certificates of deposit, stocks, stock options, bonds, other securities, installment and land sale contracts (including
mortgages held), commodities, etc.
Do not include: the home you live in, the value of life insurance, retirement plans (401K plans, pension funds, annuities, noneducation IRAs Keogh plans, etc.) or cash, savings and checking accounts already reported.
Net Worth = $
If the net worth is 0, please explain why.
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__________________________________________________________________________________________
__________________________________________________________________________________________
Parent
What is the net worth of your investments?
Investments include: real estate (do not include the home you live in), trust funds, UGMA and UTMA accounts, money market
funds, mutual funds, certificates of deposit, stocks, stock options, bonds, other securities, installment and land sale contracts (including
mortgages held), commodities, etc.
Do not include: the home you live in, the value of life insurance, retirement plans (401K plans, pension funds, annuities, noneducation IRAs Keogh plans, etc.) or cash, savings and checking accounts already reported.
Net Worth = $
If the net worth is 0, please explain why.
__________________________________________________________________________________________
__________________________________________________________________________________________
__________________________________________________________________________________________
Certifications and Signatures
Each person signing below certifies that all of the
information reported is complete and correct.
WARNING: If you purposely give false or misleading
information you may be fined, be sentenced to jail, or both.
____________________
__________
____________________
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Student Signature
Date
Parent Signature
Date
Stockton University * Financial Aid Office * 101 Vera King Farris Dr. * Suite CC 201 * Galloway, NJ 08205
Telephone: 609.652.4203 * Email: [email protected] * Fax: 609.626.5517