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Scholarship Search Secrets
             Christopher S. Penn
      CMO, the Student Loan Network
      Author, Scholarship Search Secrets
Please think carefully
about environmental
impact before printing
this presentation.
financialaidpodcast.com
      /masfaa08
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
Disclosure: No one has paid to be listed here.
brand you
PDF
application
 deadline
foundation
   grant
filetype:pdf
filetype:doc
    site:
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.
Share.
206-350-1208
FinancialAidPodcast@gmail.com
   StudentLoanNetwork.com
    FinancialAidPodcast.com

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Scholarship Search Secrets

  • 1. Scholarship Search Secrets Christopher S. Penn CMO, the Student Loan Network Author, Scholarship Search Secrets
  • 2. Please think carefully about environmental impact before printing this presentation.
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  • 9. 7.00 10,077,470 6.25 5.50 8,527,090 4.75 7,131,748 4.00 June July August September October
  • 10. 12.00 18,294,484 10.75 9.50 15,348,762 8.25 12,248,002 7.00 June July August September October
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  • 28. 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
  • 29. 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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  • 32. Disclosure: No one has paid to be listed here.
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  • 55. 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
  • 56. 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
  • 57. 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
  • 61. 206-350-1208 FinancialAidPodcast@gmail.com StudentLoanNetwork.com FinancialAidPodcast.com