Identity, Family + Other Info

• Both the parent and student need to create separate FSA IDs
• Parent(s) and student’s full legal names
• Parent(s) and student’s birth dates
• Parent(s) and student’s Social Security Number (SSN), permanent resident card, green card, or I-94 (Note- if your parent doesn’t have a SSN you can still apply- see Tips section)
• Parent(s) and student’s mobile phone numbers and emails (if available, cannot be the same)
• List of schools the student is considering
• Student’s driver’s license (if they have one)
• Parent(s) marriage status and dates. If divorced, the month and year of the divorce.

Tax & Financial Info

• Parent(s) and student’s federal tax return (If they have one)
• Parent(s) and student’s W-2 and other records of income.
• Annual amounts of untaxed income received in the household (SSI, Child Support, SNAP Benefits, etc.)
• Bank statements and records of investments (the home you live in and retirement accounts are not counted here)
• If your parent owns a business with more than 100 employees, or an investment farm, know the total value of the business.