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This online worksheet will provide an estimate of financial need for your candidate. This is a tool for your convenience only, and is not a required document to be completed for consideration. You can combine the results with your knowledge of each candidate's likely financial aid package to determine his or her unmet financial need. Unmet need includes both (1) education costs that exceed to an appreciable degree other grant awards and (2) insufficient student and family income to meet educational costs. (The Foundation does not consider loans when calculating unmet need.) Students receiving full funding for their proposed degree will not be competitive for this scholarship.
Remind students who are under the age of 30 that a complete application must include the financial information forms for both themselves and their parents. A portion of family income is considered for all applicants under the age of 30. Parents of these students must be willing to complete the financial information forms. Failure to submit the completed financial forms will exclude a candidate. (See the 2013 Nominee Guidelines for financial form requirements.)
The score your candidate receives by completing this worksheet should be used for guidance only. The Foundation's process is significantly more detailed. The final determination of financial need by the Foundation will not mirror this score and in some cases may differ considerably.
For accurate results, ask your candidates to complete the form by following the instructions and help tips in each section.
Students age 30 or older should only complete the student fields and leave the parent fields blank.
Candidates should review both the general directions as well as the field comments before completing the form and carefully follow the directions. The final score will not be accurate unless the candidate provides all the data requested.
If you have questions, please call 1-855-509-5253.
Is the applicant 24 years old or older, married, or does he/she have children?
Use the Adjusted Gross Income (AGI) from the most recent taxes, if possible.
Include home equity & savings, but exclude retirement/pension.
Your Financial Need Eligibility Score: 0