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20232024 Asset and Investment Value Worksheet Students Name: ___ CJC Student ID: ___ Please provide the information as of the date you filed your Free Application for Federal Student Aid (FAFSA).

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How to fill out 2023-2024 asset and investment

01

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

02

List all assets including cash, investments, real estate, vehicles, and personal belongings.

03

Assign a value to each asset based on its current market value.

04

Include any debts or liabilities associated with each asset.

05

Calculate the total value of all assets and investments to provide an accurate financial snapshot.

Who needs 2023-2024 asset and investment?

01

Individuals applying for loans or mortgages.

02

Business owners seeking investment opportunities.

03

Financial advisors assisting clients with financial planning.

04

Probate court during estate settlement proceedings.

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What is asset and investment value?

Assets are resources owned by an individual or organization that have economic value, while investment value represents the worth of investments made by an individual or organization.

Who is required to file asset and investment value?

Individuals and organizations who are required by law or regulation to disclose their assets and investment values.

How to fill out asset and investment value?

Asset and investment values can be filled out by providing accurate and up-to-date information on the value of assets owned and investments made.

What is the purpose of asset and investment value?

The purpose of reporting asset and investment values is to provide transparency and accountability regarding financial assets and investments.

What information must be reported on asset and investment value?

Information such as the type of assets, their value, and details of investments must be reported on asset and investment values.

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