Get Montclair State University Asset Verification Worksheet – Investments/home/real Estate 2020-2025

The Montclair State University Asset Verification Worksheet for Investments/Home/Real Estate is a critical document for accurately reporting asset information. This guide provides a clear, step-by-step approach to assist users in completing the worksheet online with confidence.

Follow the steps to successfully complete your asset verification worksheet.

1. Click the ‘Get Form’ button to access and open the worksheet in your preferred editor.
2. Begin by filling out the student information section. Provide your last name, CWID number, first name, and middle initial. Ensure all details are accurate to avoid processing delays.
3. Review the asset information requirement. The worksheet outlines that the asset details reported must be consistent with the figures from your FAFSA and the latest tax return.
4. For 'Investments', list the total market value of all investments. Include categories such as trust funds, stocks, bonds, and any securities. Enter these values in the designated fields for both the student and the parent.
5. In the 'Home' section, indicate whether your permanent home is a multi-family dwelling by marking 'Yes' or 'No'. If applicable, specify the number of units in your building and how many your family occupies.
6. Provide the market values of any properties owned by you or your parents. Include the principal balance of any mortgage owed, ensuring the values are as of the FAFSA filing date.
7. If any property has been sold since filing your tax returns in 2018, provide the details of the sale date in the specified area.
8. Complete the section for any additional real estate or investment properties, if applicable. List the property address, followed by its market value and mortgage balance.
9. Lastly, both the student and parent must sign and date the form at the bottom, confirming that all provided information is accurate.
10. Once all sections have been completed, review your entries for accuracy. Save your changes, and you may choose to download, print, or share the completed form as needed.

Begin the process of completing your Asset Verification Worksheet online today for a smoother financial aid experience.