Completion of the data form below is the all-important first step in enabling Collegiate Funding Solutions to help you put a plan in place that will result in you saving on and not just for college costs

Consider having the following available to reference while completing the dataform:

  •    Tax Returns
  •    W2 Forms
  •    Financal Records

Simple steps to solving your college funding concerns

  •    Schedule your appointment with Gregory Carter.
  •    Complete the data form. Complete it now or  download a hardcopy and submit it later.
  •    After submitting the form, you'll see the answers to some vitally important questions related to your particular situation.
  •    During our meeting, we'll present and discuss a gameplan that will help you in your efforts to save ON and not just for college costs!

Important notes before completing the dataform:
  1.  Your privacy is of paramount importance to us; therefore, we have taken deliberate steps to safeguard. The data form does not require you to enter any personally identifying information such as name, email address, phone number, etc. The data gathered is only used to generate your college planning report.
  2. Sections marked red contain required fields - highlighted blue - that must be completed in order to submit the data form.
  3. The more detail and accuracy you provide in the data form, the more accurate, comprehensive and valuable our college-planning service will be. Therefore, it's well worth answering all the relevant questions in the data form.
  4. The form requests data for only one student. If you have other college-bound children you can resubmit the data form with the appropriate changes for each additional college-bound child. Each child will yield a unique result based on form responses.
  5. Help icons: are included in the form to provide additional information.

Student Information

Tell us about your family

Note for divorced parents - In the following sections, parental income and assets for a student whose parents are divorced or separated, but not remarried, is determined by including only the income and assets of the parent who provides the greater portion of the student's financial support. If the parents are remarried, include info for the parent who provides the greater portion of the student’s financial support and the stepparent, provided the student's parent and the stepparent are married as of the date of application for the award year concerned.

Now, please tell us about you family income

Note - If your student is a senior in high school in 2023/2024, income information from your 2022 tax return will be used to determine your financial aid eligibility for their freshman year in college.

ParentSpouse 2022 IRS 1040 line #
line 1z
Sch 1 line 3 + 6
line 11
line 24

Special income/loss questions

Tell us about your other taxable income

  Parent & Spouse 2022 IRS 1040
line 2b line 3b Schedule 1 line 9 schedule 1 line 1 Schedule 1 line 2a line 7(use - sign to enter loss) Portion from line 4b Portion from line 5b Schedule 1 line 5 (use - sign to enter loss)

Tell us abour your tax-deferred or untaxed income

Sum each of the following amounts that apply to your situation and enter the total below:

  • IRA deductions and payments to self-employed SEP, SIMPLE, Keogh, and other qualified plans:
  • Tax Exempt Interest Income
  • Foreign Income Exclusion
  • Untaxed portion of IRA distributions and untaxed portion of pensions (excluding rollovers):

In this section are questions concerning the parents' assets

Note - In this next section you will be asked for the value of assets. Depending on your responses, you will also be asked: "Dollar amount allocated for college for student in question?" This refers to the student described in the Student Information section at the begining of the form. Some assets that are allocated for college may be intended for more than one child. Therefore, when asked "Dollar amount allocated for college for student in question?", only include the amount that is available for the student for whom the report is being generated.

Now, a few questions about retirement accounts

Retirement Accounts
(Exclude assets already listed)
Parent Spouse
Traditional IRA Balance
Amount contributed last year:
Simple IRA
Roth IRA
Amount contributed last year:
Company Retirement Acct Balance(401k, 403b, etc.)
What type of retirement savings plan do you currently have?
Are you contributing the max amount?
Amount contributed last year:
Stock Purchase / Incentive

Tell us about your real estate holdings

Tell us about your insurance and medical situation

Parent Section
Death Benefit Cash Value Type
Spouse Section
Death Benefit Cash Value Type

Please tell us if you own a business or a farm

Here are some important college savings and funding questions

Almost done! Tell us about the student's income

Please tell us about the student's assets

Finally - get started by selecting a college of interest

Enter the location of the school you would like to evaluate.