APPLICATION For NEED-BASED FINANCIAL ASSISTANCE

APPLICATION For NEED-BASED FINANCIAL ASSISTANCE

<p> Financial Aid Application 2017 – 2018</p><p>PTS Need-Based Assistance includes: Tuition Grant Housing Grant Work-Support Opportunity</p><p>BEGINNING on November 21, 2016, the Financial Aid Office will begin to accept complete Financial Aid Packets. In order to qualify, master-degree seeking students must demonstrate need and apply each year. All applications are processed on a “first come – first served” basis until funds are exhausted. Incomplete packets will not be processed.</p><p>PTS FINANCIAL AID PACKAGE includes: 1. PTS Financial Aid Application 2. FAFSA using IRS Data Retrieval Tool or FAFSA and Tax Transcript ______</p><p>HOW TO COMPLETE FINANCIAL AID PACKET:</p><p>1. File a Free Application for Federal Student Aid (FAFSA) on-line at www.fafsa.gov</p><p> a. PTS Federal School Code: G03356 b. Use the IRS Data Retrieval Tool (IDR) in the financial section c. Use 2015 Tax information and Income</p><p>2. If choosing NOT to use the IRS Data Retrieval Tool (IDR), submit an IRS Tax Transcript. A 2015 Tax Transcript (NOT a Tax ACCOUNT Transcript) may be obtained through: a. Automated Telephone Request 800-908-9946 b. Get Transcript by MAIL – Go to www.irs.gov, under Tools heading; click “Get a Transcript by MAIL”. c. Get Transcript by ONLINE – Go to www.irs.gov, under Tools heading; click “Get a Transcript by ONLINE”.</p><p>3. If a student and spouse filed separate 2015 returns, the IRS DRT cannot be used and the 2015 IRS Tax Transcript for BOTH must be provided.</p><p>4. Submit PTS Financial Application to the Financial Aid Office ______</p><p>Beginning on November 21, 2016, submit to:</p><p>Pittsburgh Theological Seminary, Financial Aid Office 616 North Highland Ave Pittsburgh, PA 15206 412-924-1784, fax, [email protected] FINANCIAL AID APPLICATION 2017 - 2018 Pittsburgh Theological Seminary</p><p>Name PTS Mailbox Number</p><p>Mailing Address</p><p>Telephone Number (day) E-mail</p><p>Social Security Number Date of Birth</p><p>Enrollment Information</p><p>Degree Program: □ MDiv □ MA, MATM, MATS, ThM □ Dual Degree</p><p>Level in Program (Fall 2017): □ Junior □ Middler □ Senior</p><p>Estimated number of credit hours you plan to take each term: (Full-time 9-15 credits)</p><p>Summer _____ Term I (fall) ____ Term II (winter) _____ Term III (spring) _____</p><p>If UMC, estimated number of Wesley credit hours you plan to take each term:</p><p>Summer _____ Term I (fall) ____ Term II (winter) _____ Term III (spring) _____</p><p>Church Affiliation</p><p>Denomination Affiliation: ______</p><p>Home Church: ______</p><p>Home Church City & State: ______</p><p>If PC (USA): Name of Presbytery ______Synod______</p><p>List the People in Your Household that You Provide over 50% of Their Support Name Age Relationship College, if currently enrolled You – the student self Pittsburgh Theological Seminary</p><p>Household Child Support Received and/or Paid (Do not include Foster Care Payments, Adoption payments or any amount that was court-ordered but not received.)</p><p>Name of Child Monthly Amount of Monthly Amount of Child Support Paid Child Support Received</p><p>FAFSA & IRS Data Retrieval Tool (IDR) Check all that apply:</p><p>□ I completed the FAFSA by using the IRS Data Retrieval Tool (IDR).</p><p>□ I completed the FAFSA without the IRS Data Retrieval Tool; the Tax Transcript is attached.</p><p>□ I did not file and was not required to file a 2015 US Income Tax Form. Attach the Low or No Income Form at http://www.pts.edu/Financial_Aid_Forms . □ I was not able to use the IRS Data Retrieval Tool at this time; due to:</p><p>□ I file “married, filing separate”. Submit Tax Transcripts for both; you and your spouse.</p><p>□ Other ______2017 Projected Annual Income & Assets Student’s Gross Earning $ ______Present Employer______Will you continue to work for this employer during the school year? □ Yes □ No</p><p>Spouse’s Gross Earning $ ______Present Employer______Will he/she continue to work for this employer during the school year? □ Yes □ No Housing Allowance/Parsonage $ ______</p><p>Tax Deferred Pension & Retirement; ex ;Box 12a-12d, codes D,E,F,G,H,S on W2$ ______</p><p>Veterans Education Benefit $______</p><p>Monthly Income Alimony $ ______Temporary Assistance for Needy Families (TANF) $ ______SNAP (Food Stamps) $ ______Social Security $ ______Veteran’s Non-education Benefits $ ______</p><p>Monthly Income (Do NOT include funds sent directly to the Seminary) Interest/Dividend Income (including tax exempt) $ ______Church Support $ ______Unemployment Compensation $ ______Retirement, Untaxed Pension and/or Worker’s Compensation $ ______Rental Income $ ______Trust Fund Income or other liquid asset income $ ______Other Income or Benefits______$ ______</p><p>Assets Savings/Checking Account $ ______Other Assets; excluding Home Equity, Automobile $ ______</p><p>SIGN THIS APPLICATION</p><p>By signing this application, I certify that all information reported on this worksheet is complete and correct. This information is used to verify the Free Application for Federal Student Aid (FAFSA). If I purposely give false or misleading information on this application, I may be fined, be sentenced to jail, or both.</p><p>______Student Signature Date</p>

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