COMPLETE THE REPLY FORM AND SEND IT TO US, ALONG WITH THE OTHER INFORMATION REQUESTED

BY OCTOBER 1, 2018

Tax documents needed:

 Copy of 2017 tax form: 1040, 1040A,1040EZ, or Telefile for parent(s).

PLEASE DO NOT SEND ALL THE SCHEDULES !

 Copy of 2017tax form: 1040, 1040A,1040EZ, or Telefile for student.

PLEASE DO NOT SEND ALL THE SCHEDULES !

Copy of 2017W-2’s for parent(s).

Copy of 2017W-2’s for student.

PROFILE (Complete this section only if the Profile is needed)

In addition to 2017 actual tax return/W-2’s we need an estimate of 2018 and 2019 income. Depending on your family situation, there may be other data I need from you to complete the PROFILE. I will call to get this data, if needed. Please complete the following home/retirement informationrequired for the Profile:

Year Purchased ______Purchase Price ______

Current market value ______Current home debt ______

Monthly home mortgage ______

Father’s 401(k), IRA ect. Retirement balance $______

Mother’s 401(k), IRA ect. Retirement balance $ ______

In 2017 or 2018 did anyone in yourhousehold receive benefits from any of the federal benefit programs listed below? Check all that apply.

 Medicaid

 Supplemental Security Income (SSI)

 Supplemental Nutrition Assistance Program (SNAP)

 Free or Reduced Price School Lunch

 Temporary Assistance for Needy Families (TANF)

 Special Supplemental Nutrition Program for Women, Infants, and Children (WIC)

Student's Name*______ Driver's License #______

(*exactly as it appears on Social Security Card)

_____Yes, I want to review the FAFSA and other forms before you submit them.

_____No, I do not want to review the FAFSA and other forms before you submit them.

Was everyone a legal resident of PA before January 1, 2014? ______

Has the student ever been convicted of possessing or selling illegal drugs? Yes____ No____

FINAL LIST OF SCHOOLS (Please complete, even if you have sent in list before. Please circle any schools where you will live off campus or put * if living with parents)

Top Choice ______5)______

2) ______6)______

3) ______7)______

4) ______8) ______

Below is data we need that is not included in your tax forms. Do not include information on a non-custodial parent.

FatherMotherStudent

Untaxed Income – 2017______

(Child Support, Disability, etc.)

Total cash, savings, checking______

Total other investments______

(stocks, bonds, mutual funds, etc.,

NOT your home or retirement $)

Net value of business______

(only if greater than 100 employees)

PLEASE provide us your e-mail address: ______

Thanks,

Greg

Mail To:Fax To: (724) 864-2220

Phillips Financial Aid ServicesOffice #: (724) 864-5550

7 Colonial Circle Email:

Irwin, PA 15642Website:

Drop box available on the brick wall near the office door.

….WE ARE “THE TUITION SOLUTION”