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Preliminary Financial Aid Assessment Form
Building a college list with affordable options means more than just including public schools or those with lower costs. Need-based aid and merit scholarships can make high-priced colleges more attainable. Please complete this form and we will use our experience and data to provide you with a projection of what you can expect for grants and scholarships at your student’s schools of interest. The data and documents you share will be retained in a password-protected and secure area.
If you would like to learn more or discuss your finances instead of completing this form, please email financialaid@campusbound.com to set up a complimentary, no-obligation appointment.
All information provided will remain confidential. The assessment provided by Campus Bound is an estimate; we cannot guarantee that certain aid or scholarships will be received.
Student's Name
*
First
Last
Parent's Name
*
First
Last
Parent's Email Address
*
Parent's Phone Number
*
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-
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State of Residence
*
Student's Year of Graduation
*
Student's High School Name
*
Status of Student's Biological/Adoptive Parents
*
Married
Separated/Divorced
Widowed
Re-married (please include step-parent information in below fields).
Other/Never Married
Select One:
Number of people in the household
*
Please include student, parents, step-parent, siblings, and all other individuals that student resides with in primary household and that the parent supports.
How many in the household will be at least half-time in college during the 2023-24 academic year (incl. the student)?
*
If applicable, what year(s) will the student's siblings be graduating from high school? Please list all in the space below.
*
Estimated Income Range for Family (you can use Line 11 of your federal taxes - Adjusted Gross Income for guidance):
*
$50,000 or less
$50,000 - $75,000
$75,000 - $100,000
$100,000 - $125,000
$125,000 - $150,000
$150,000 - $175,000
$175,000 - $200,000
$200,000 - $225,000
$225,000 - $250,000
$250,000 - $275,000
More than $275,000
Do you receive any untaxed income annually including child support and/or pre-taxed retirement contributions? If so, please list the amount and type in the space below.
*
What is the current amount you have in cash, savings, and checking?
*
What is the current amount you have in 529's (for all children), stocks, & mutual funds? Please DO NOT include amounts in retirement savings such as 401K, 403B, etc accounts.
*
What is the current value of your primary home? If you rent, please list N/A.
*
What is the current debt on your primary home? If you rent, please list N/A.
*
If you own a second property, what is the current value?
If you own a second property, what is the current debt?
Please list the amount the student currently has in all assets including cash, savings, checking, UTMA/UGMA and trusts (do not incl 529s).
*
What is the student's cumulative GPA?
*
Is the GPA weighted or unweighted
*
Please select
Weighted
Unweighted
What is the student's SAT/ACT score? If they do not have test scores, please put N/A.
*
Please list the name of the colleges the student is interested in applying to.
*
College Name
College Name
College Name
College Name
College Name
Please use this space to share any additional information you feel will be helpful for Campus Bound to know. If you have any supporting documents that may be relevant and you'd like us to review, please upload each below.
Campus Bound will contact you with our assessment or if we need to obtain more information if needed. If you have questions, feel free to reach out to us directly at financialaid@campusbound.com.
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