I’m just about done the CSS Profile and am not sure where to include, if at all, a 529 account that is held by a relative with my daughter, the student, as the beneficiary. She is a rising sophomore and we ARE NOT using the money until her senior year so it doesn’t need to be included in SR-165A since that indicates money received from relatives to cover 2015-2016 expenses. Thanks for the help!
My initial read is that it isn’t reported on the 2015-2016 Profile because, as money provided by a relative, it won’t be used to cover 2015-2016 expenses. If it is indeed preserved for your daughter’s senior year, it would be included on the Profile form that is submitted for 2017-2018.
I am so eager to hear how this plays out.
I had some interesting CSS 529 issues that affected FA.
Well…the OP to this thread has not been on this forum since February 22, so it’s unlikely you will hear from that poster.
BUT, why not start your own thread with your 529 issues and see if others who have recently received financial aid respond.