Investment Assets

Paying for College
1

<p>When I'm listing my parent's assets, do I put down the entire value of the investment portfolio or do I just report the initial investment. For example, if my parents invested $5,000 in stocks and their portfolio value increased, can I just put down that they have a 5,000 investment?</p>

2

<p>Sorry, but they want the current value of the assets!</p>

<p>From the instructions "Investment value
means the current balance or market value of these investments as of today."</p>

3

<p>if im not filing any tax information for the year, should i be reporting the value of my investment portfolio as well?</p>

4

<p>The form clearly asks for the value of your investments also. It is not related to whether or not you are filing taxes.</p>

<p>Just checking - I was assuming you are referring to the FAFSA, or are you filling out some other form?</p>

5

<p>What happens if your parents' investments are now worth less than what they paid--I'm talking about stock here?</p>

6

<br>


<br>

<p>Yes, you need to list your assets.</p>

7

<p>
[quote]
What happens if your parents' investments are now worth less than what they paid--I'm talking about stock here?

[/quote]

You list the value of the stock. Financial aid doesn't care about profit or loss, just current value.</p>