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20202021 CHILD SUPPORT PAID IN 2018 STUDENT RETURN TO: CAL POLY FINANCIAL AID OFFICE SAN LUIS OBISPO, CA 934070201 FAX: (805) 7567243 EMAIL: financialaid@calpoly.edu (Sensitive data should be encrypted.)

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How to fill out 2020-2021 cash and investment

01

Gather all relevant financial documents such as bank statements, investment statements, and income documents.

02

Calculate your total income for the year including salary, bonuses, dividends, interests, and any other sources of income.

03

List out all your expenses including but not limited to rent, utilities, groceries, dining out, entertainment, and savings.

04

Subtract your total expenses from your total income to determine your cash flow for the year.

05

Evaluate your investment portfolio and update the values of your investments as of the end of the reporting period.

06

Provide a detailed breakdown of your cash and investment holdings in the appropriate sections of the form.

Who needs 2020-2021 cash and investment?

01

Individuals who have cash and investment holdings

02

Financial institutions

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Tax authorities

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Government agencies

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Investors

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What is cash and investment values?

Cash and investment values refer to the amount of money and assets held by an individual or organization for investment purposes.

Who is required to file cash and investment values?

Individuals or organizations with significant cash and investment holdings are required to file cash and investment values.

How to fill out cash and investment values?

Cash and investment values can be filled out by providing accurate information about the amount of cash on hand and investments held in various accounts.

What is the purpose of cash and investment values?

The purpose of cash and investment values is to track and monitor financial resources and investment performance.

What information must be reported on cash and investment values?

Information such as cash balances, investment holdings, and market values must be reported on cash and investment values.

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