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Get the free 2021 - 2022 Asset and Investment Worksheet

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Southwestern Michigan College 20212022 Asset and Investment Worksheet Financial Aid Office, 58900 Cherry Grove Road, Dowager, MI 49047 Phone: 269.783.2143 Fax 269.783.2114 Email: finaid@swmich.eduStudent
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01
Gather all financial documents including bank statements, investment statements, and property documents.
02
List all assets such as cash, stocks, bonds, real estate, and personal property.
03
Assign a value to each asset based on current market value or appraisal.
04
Calculate the total value of all assets and report it accurately on the 2021 - 2022 asset form.

Who needs 2021 - 2022 asset?

01
Individuals or households applying for financial aid or loans.
02
Businesses or organizations undergoing financial audits or assessments.
03
Estate planners or executors handling inheritance or estate distribution.
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Asset refers to anything of value owned by an individual or entity, while investment typically refers to allocating resources with the expectation of generating income or profit.
Certain individuals or entities, such as government officials or public figures, may be required to file asset and investment reports.
Asset and investment reports can typically be filled out electronically or on paper, following the guidelines provided by the governing body.
The purpose of filing asset and investment reports is to promote transparency and accountability in financial dealings.
Information such as the value of assets, types of investments, and any financial interests must typically be reported on asset and investment forms.
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