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Anthony J. Bardi
Registered Representative
Enrolled Agent, LTC# 454
Tax and Financial Solutions, Inc.
151 SE 223rd Avenue
Gresham, OR 97030
Phone: 503-666-7909
May/June 2023
FAFSA 101
If your child will start college in 2024, you’ll want to submit a FAFSA when the form becomes available on October 1, 2023.
FAFSA stands for Free Application for Federal Student Aid. It’s used to determine the amount of the loans, grants, and other federal financial aid a prospective student qualifies for. In addition, colleges use the FAFSA when deciding on a financial aid package to offer an applicant.
Create an Account
The first step in the process is for your child to set up an online account at FAFSA.gov. Both parents and students should create and retain a login and password to access the account.Gather Required Documents and Information
You’ll need the student’s and parents’ Social Security numbers, alien registration number if not a U.S. citizen, parents’ federal tax return, any untaxed income such as child support, plus cash, checking/savings and investments balances and list of schools (up to 10) where information should be sent.The Deadline
Students have until June 30, 2024 to apply for the 2023-2024 academic year; however, it’s wise to apply early before the bulk of the funds have been awarded.More information is available at: https://studentaid.gov.
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Tax and Financial Solutions, Inc. and LTM Client Marketing are unrelated companies. This newsletter was created by LTM Client Marketing and was not written or created by the named financial professional and does not necessarily represent the views and opinions of Avantax Wealth Management® or its subsidiaries.
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