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Higher Education Data System Manual Version 1.2New York State Higher Education Data System (HEADS) Manual201718 Collection Year October 13, 2017Version 1.2The University of the State of New Orkney
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01
Step 1: Gather all necessary financial documents for the 2017-2018 collection year, such as income statements, tax returns, and relevant receipts.
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Step 2: Review the instructions provided by the collection agency or institution to ensure you have a clear understanding of the information they are requesting.
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Step 3: Begin filling out the collection form by entering your personal information, including your name, address, and contact details.
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Step 4: Provide details about your income for the collection year, including any employment or business income, investment income, and any government benefits received.
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Step 5: If applicable, provide information about your spouse's income and any joint accounts or assets.
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Step 6: Enter details about your expenses for the collection year, including housing costs, transportation expenses, and any loans or debts.
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Step 7: Fill out any additional sections or questions related to your specific financial situation, such as assets, investments, or healthcare expenses.
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Step 8: Double-check all the entered information for accuracy and completeness.
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Step 9: Sign and date the form, then submit it to the designated collection agency or institution by the specified deadline.
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Step 10: Keep a copy of the completed form and any supporting documents for your records.

Who needs 201718 collection year?

01
Individuals or businesses who are required to report their financial information for the 2017-2018 collection year may need to fill out the form. This could include individuals who are applying for financial assistance, grants, loans, or scholarships, as well as businesses or organizations that need to provide financial documentation for auditing, reporting, or compliance purposes.
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