USF Financial Aid Services

GUIDELINES FOR COMPLETING THE USF EARLY ESTIMATE FORM

The USF Early Estimate form helps families in determining the affordability of a USF education. The results of this form are an estimate and do not provide a guarantee of funding. To ensure the accuracy of the information provided, this form should be completed in its entirety by both the prospective USF student and his or her parent(s).

The following checklist may be used as a guide to complete the USF Early Estimate form. The 2013 Federal tax information is the best resource but may not be available at the time of the estimate. Please gather the items listed below to help project the family income and asset for both the Parent and Student.

__ Prior year Federal Income tax forms
__ Prior year W2 forms
__ Most recent pay statement
__ Most recent savings and checking account statements
__ Information regarding current investment account or real estate other than your home

In completing the USF Early Estimate form, think about the changes that have occurred in your family’s income during the current year. Be sure to account for these projected changes in the yearly amount reported. This will assist USF in providing your family the most accurate information. Please think about the following questions.
  • Did you receive any additional income such as pay raises or bonuses?
  • Are you currently employed in a position with significant salary changes?
  • Was there any additional income received from other sources (i.e. inheritance, pensions
    distributions, etc…)
  • What family members reside in your household that are supported over 50% by your parent(s)?
    Always count the USF student in the household and number in college.

Your family will be contacted by a USF representative to discuss the results. Please feel free to call us at (815) 740-2270. Thank you for your interest in the University of St. Francis.