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20 Nov 2015 The Free Application for Federal Student Aid or FAFSA looks at both your you can take now to reduce the income you must report on the FAFSA. bonds, mutual funds, money market accounts, college savings plans, trust Summary: Assets can impact your eligibility for financial aid. Non-Reportable Assets and Debts; Tips on Reporting Assets; Before You Change bonds, mutual funds, money market accounts, commodities, precious metals, the vested . Such college savings plans are reported as parent assets on the FAFSA, but the of deposit, stocks, stock options, bonds, other securities, installment and land Investments also include qualified educational benefits or education savings This is question 91 on the FAFSA. mutual funds, certificates of deposit, stocks, stock options, bonds, other securities, installment and land sale Investments also include qualified educational benefits or education savings accounts such as Report this total as the amount of the student's investments in response to question 44 on the FAFSA. Add the current value of any savings bonds held in the parent's name to the parent's other investment assets, such as stocks, bonds and mutual funds. 16 Jan 2013 Cash support to the student's parents is not reported on the Fafsa. The reporting of a 529 college savings plan as an asset on the Fafsa is . For about 6 years I used payroll deduction to purchase series EE savings bonds. 529 prepaid tuition plans owned by a third party, such as a grandparent, are not included as assets on the FAFSA, but distributions from such a plan are reported as untaxed income to the beneficiary on the FAFSA. A savings bond registered in the parent's name counts as a parent asset (low impact). I'll be filling out the FAFSA for both her and myself. She has some savings bonds (I and EE) that lists her as the owner and myself or my wife as co-owner. it by clicking "Make Corrections" button on the Student Aid Report. Do Not report them on CSS and update on both FAFSA and CSS You can use the Savings Bond calculator here to get their current value:
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