Scholarship Search Secrets

Scholarship Search Secrets Christopher S. Penn CMO, the Student Loan Network Author, Scholarship Search Secrets

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The Problem

$26,036

7.00 10,077,470 6.25 5.50 8,527,090 4.75 7,131,748 4.00 June July August September October

12.00 18,294,484 10.75 9.50 15,348,762 8.25 12,248,002 7.00 June July August September October

The Solution?

A Solution

$20,000,000,000

The Plan

10% 10% 50% 30%

7 Starter Moves

100:10:1

13 Secrets

Step One: For questions 1-32, leave blank any questions that do not apply to you (the student). OMB # 1845-0001 Your full name (exactly as it appears on your Social Security card) 1. Last 2. First 3. Middle name name initial Your permanent mailing address 4. Number and street (include apt. number) 5. City (and 6. State 7. ZIP code country if not U.S.) 8. Your Social Security Number 9. Your date MONTH DAY YEAR 10. Your permanent telephone number of birth — — MM D D 1 9 Y Y D D ( ) — 11. Your driver’s 12. Your driver’s license number license state 13. Your e-mail address. (If you provide your e-mail address, we will communicate with you electronically. For example, when your FAFSA has been processed, you will be notified by e-mail. Your e-mail address will also be shared with your state and the colleges listed on your FAFSA to allow them to communicate with you. If you prefer to be contacted by postal mail, please leave this field blank.) @ 14. Are you a U.S. a. Yes, I am a U.S. citizen (U.S. national). Skip to question 16. 1 15. Alien citizen? Mark one. b. No, but I am an eligible noncitizen. Fill in question 15 2 Registration A Number See Notes page 2. c. No, I am not a citizen or eligible noncitizen. 3 Report your marital status as of the date you sign your FAFSA. If your marital status changes after you sign your FAFSA, you must not change this information. 16. What is your I am single, divorced or widowed ....... 1 MONTH YEAR marital status as 17. Month and year you were married, I am married/remarried ....................... 2 separated, divorced or widowed MM Y Y Y Y of today? I am separated..................................... 3

1040 2007 Department of the Treasury—Internal Revenue Service Form U.S. Individual Income Tax Return IRS Use Only—Do not write or staple in this space. For the year Jan. 1–Dec. 31, 2007, or other tax year beginning , 2007, ending , 20 OMB No. 1545-0074 Label Your first name and initial Last name Your social security number (See L instructions A B If a joint return, spouse’s first name and initial Last name Spouse’s social security number on page 12.) E Use the IRS L label. Home address (number and street). If you have a P.O. box, see page 12. Apt. no. You must enter Otherwise, H E your SSN(s) above. please print R or type. E City, town or post office, state, and ZIP code. If you have a foreign address, see page 12. Checking a box below will not Presidential change your tax or refund. Election Campaign Check here if you, or your spouse if filing jointly, want $3 to go to this fund (see page 12) You Spouse 1 Single 4 Head of household (with qualifying person). (See page 13.) If Filing Status 2 Married filing jointly (even if only one had income) the qualifying person is a child but not your dependent, enter Check only 3 Married filing separately. Enter spouse’s SSN above this child’s name here. one box. and full name here. 5 Qualifying widow(er) with dependent child (see page 14) Boxes checked 6a Yourself. If someone can claim you as a dependent, do not check box 6a on 6a and 6b Exemptions b Spouse No. of children (3) Dependent’s (4) if qualifying on 6c who: c Dependents: (2) Dependent’s relationship to child for child tax ● lived with you (1) First name Last name social security number you credit (see page 15) ● did not live with you due to divorce or separation If more than four (see page 16) dependents, see Dependents on 6c page 15. not entered above Add numbers on d Total number of exemptions claimed lines above 7 Wages, salaries, tips, etc. Attach Form(s) W-2 7 Income 8a Taxable interest. Attach Schedule B if required 8a Attach Form(s) b Tax-exempt interest. Do not include on line 8a 8b W-2 here. Also 9a Ordinary dividends. Attach Schedule B if required 9a attach Forms 9b b Qualified dividends (see page 19) W-2G and 1099-R if tax 10 Taxable refunds, credits, or offsets of state and local income taxes (see page 20) 10 was withheld. 11 Alimony received 11 12 Business income or (loss). Attach Schedule C or C-EZ 12 13 Capital gain or (loss). Attach Schedule D if required. If not required, check here 13 If you did not 14 Other gains or (losses). Attach Form 4797 14 get a W-2, 15a IRA distributions 15a b Taxable amount (see page 21) 15b see page 19. 16a Pensions and annuities 16a b Taxable amount (see page 22) 16b

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Does it work?

A must-have document for any student - high school or college. There are some fairly technical tools that can unlock the scholarship process. If you don't know how to use them, you're missing out. - Richard Mondello, Tufts ‘11

The speciﬁc and practical instructions and use of current technology are perfect. I also love that it's very proactive and that it lets students know they can take responsibility for funding their education instead of relying on others. - Terry Klein, Asst. Director of Financial Aid, WITC

I deﬁnitely plan to keep using your guide on throughout college and I plan to pass it on to other students also. The scholarship counter is up to $8,500 in personal scholarships, which I totally didn't expect! - Nolan Hergert, Carnegie Mellon ‘11

What next?

Teach.

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Scholarship Search Secrets

by Christopher Penn on Nov 19, 2008

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Scholarship Search Secrets — Presentation Transcript