Get Financial Needs Analysis Form

Completing the Financial Needs Analysis Form online can simplify the process of evaluating and recording your financial needs for educational expenses. This guide will walk you through each section of the form to ensure you provide all necessary information accurately and efficiently.

Follow the steps to complete the form seamlessly.

1. Press the ‘Get Form’ button to access the form and open it in your preferred editor.
2. Begin by filling out the student information section. Include your name, student ID or Social Security Number, address, city, state, ZIP code, and phone number.
3. Next, provide your degree or major information. This helps the financial aid team understand your academic goals.
4. For the financial aid office use only section, indicate the budget period, starting date of classes, and your current year in college.
5. Fill in the cost of attendance section, detailing expenses for tuition, fees, books, supplies, student insurance, room and board, personal expenses, transportation, and miscellaneous items.
6. Calculate the total of these expenses and enter the amount in the designated field.
7. Indicate whether you are an independent or dependent student. This distinction impacts your financial aid eligibility.
8. Confirm if you have submitted the FAFSA (Free Application for Federal Student Aid) by marking 'yes' or 'no' in the relevant section.
9. In the resources section, list any financial contributions from tribal assistance, parents, personal contributions, and other benefits you may receive.
10. Proceed to document any federal or other aid sources, including types of loans, grants, and scholarships.
11. Sum the total resources and calculate the remaining need by subtracting total resources from total expenses.
12. Finally, review the form for accuracy, and ensure the financial aid director's recommendation is filled out. Once completed, save the changes, and download, print, or share the form as needed.

Start filling out your Financial Needs Analysis Form online today to streamline your financial aid process.