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This document is used by students to report their and their parents' assets and investments as part of the FAFSA application. It requires detailed financial information essential for determining eligibility
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How to fill out asset and investment worksheet

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How to fill out Asset and Investment Worksheet 2012 - 2013

01
Gather all financial documents including bank statements, investment statements, and tax returns for the years 2012 and 2013.
02
Open the Asset and Investment Worksheet 2012 - 2013 document on your computer or print a hard copy.
03
Start with the 'Assets' section and list down all your assets such as cash, real estate, vehicles, and any other valuable personal property.
04
For each asset, provide the fair market value as of the end of 2013.
05
Next, move to the 'Investments' section and record all your investments including stocks, bonds, mutual funds, and retirement accounts.
06
Indicate the total value of each investment as of the end of 2013.
07
Review all entries for accuracy and ensure that the total assets and investments are correctly summed.
08
Save the completed worksheet and keep a copy for your records.

Who needs Asset and Investment Worksheet 2012 - 2013?

01
Individuals applying for financial aid in education.
02
People seeking loans or mortgages.
03
Anyone undergoing financial assessments for planning or budgeting.
04
Individuals filing for government assistance programs.
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The Asset and Investment Worksheet 2012 - 2013 is a financial document used by individuals to report their assets and investments for a specific financial year.
Individuals who have significant assets or investments during the financial year 2012 - 2013 are typically required to file the Asset and Investment Worksheet.
To fill out the Asset and Investment Worksheet, one must accurately provide details regarding all assets and investments, including their value, type, and any income generated from them.
The purpose of the Asset and Investment Worksheet is to gather comprehensive data on an individual's financial situation for the assessment of tax liabilities or eligibility for financial aid.
The information that must be reported includes a list of all assets such as bank accounts, real estate, stocks, bonds, and any other investments, along with their corresponding values.
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FAFSA financial assistance scholarship student assets parent assets investment worksheet financial aid saddleback college 2012-2013 education funding

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