Trust Beneficiary And Financial Aid

The Travellers Aid Trust 2007
The Travellers Aid Trust Contents of the Financial Statements Year ended 31st December 2007 Page Organisational Information 1 Report of the Trustees 2 Report of beneficiary group who can, as a result of the often very difficult circumstances in which … Retrieve Here

Martineau trust recommendation for grant aid beneficiary sponsor name name address address age contact tel. no. amount requested position / role nature of illness for trust use only grant approved £ cheque no category … Fetch Full Source

Nicholas Beneficiary Application
BENEFICIARY APPLICATION APPLICANT INFORMATION APPLICANT NAME the Trust will only be able to aid a few beneficiaries each year. the circumstances giving rise to your request for financial assistance from the Trust, (ii) the amount of financial assistance requested, and … Doc Retrieval

Distribution Guide
Both the account owner and the beneficiary (student) Education Savings Trust (VESTSM) account. Please read this information carefully. This booklet provides important in-formation about the federal financial aid reporting requirements and addresses the most frequently asked questions about … Fetch Full Source

You must notify the Office of Financial Aid if your situation changes. Expected Enrollment: SEMESTER NUMBER OF Are you the beneficiary of a College Savings (529) or College Prepaid (529) Plan? Trust Established By: _____ Year: _____Total … Retrieve Doc

Connecticut Higher Education Trust Withdrawal Request Form
Connecticut Higher Education Trust Withdrawal Request Form each type of payment and/or for each Beneficiary. You can obtain additional copies of this financial aid purposes limits the amount of room and board that may be treated as a qualified expense. … Access Content

Student Handbook For Full, Limited And Community College …
For financial aid purposes, your MET benefits are classified as a Section 529 prepaid tuition plan and are considered an asset of the parent at 5.6% of the MET contract value. I am the Beneficiary of Michigan Education Trust (MET) Contract Number 3. … View Doc

Kentucky Education Savings Plan Trust Withdrawal Request Form …
Kentucky Education Savings Plan Trust. Withdrawal Request Form: Use this form to Complete a separate form for each type of withdrawal for each designated payee and/or for each Beneficiary. Allow at least 7 participate in federal financial aid programs under Title IV of the Higher … Retrieve Content

Financial Aid Application
Financial Aid Application 2013-2014 Application Due Date: February 25, 2013 Market Value of Trust Funds 27 Beneficiary(ies) _____ Debts (Other than Real Estate Mortgages): Credit Card Debt 28 Income Taxes 29 Personal Loans #1 Payable … Fetch Document

529 Savings Plans and Financial Aid
Receiving financial aid. If your state or your designated Beneficiary’s state offers a 529 plan you may want to consider what, if any, John Hancock Freedom 529 is a college savings plan offered by the Education Trust of Alaska, … Access Full Source

Section 529 Plan
Gift and GST tax; not the donor who directed the beneficiary transfer. n Financial Aid: — 529 savings account is treated as an asset of a parent or other account owner. Atlantic Trust Private Wealth Management includes Atlantic Trust Company, … Access Document

Office Of Financial Aid
Office of Financial Aid 1179 University Drive Newark, OH 43055 740-366-9435 trust funds, UGMA and UTMA accounts, money market funds, mutual funds, certificates of deposit, stocks, Owner of Account Beneficiary Account Value $ $ $ Business and/or … View Full Source

County Legal Aid Service 1234 Main St Anytown, OR 12345 . an irrevocable trust. The beneficiary has no power to modify, change, alter, or revoke the trust. financial, and/or developmental assistance to the beneficiary. … Access Full Source

Estate Planning With Education Trusts And 529 Plans
Child/beneficiaryTrust assets included in parents’ taxable estate (until child is 18 or 21) •Child can use money as he wishes after reaching age of majority •Trust assets treated as child’s assets for financial aid purposes, and … Return Doc

Trust Information Form
After reviewing your financial aid application, it appears that you and/or your parent(s) have one or more trusts. To beneficiary’s access to the trust is restricted. For each trust that you or your parent(s) are a named beneficiary, … View Document

2012 – 2013 Asset Verification Form – WKU – A Leading …
financial aid form or document I may be subject to a fine, imprisonment, or both. I also authorize WKU Student general rule, the applicant must report the trust as an asset even if the beneficiary’s access to the trust is restricted. … Return Doc

16 Financial Aid Impact Of Savings Vehicles
Minor's Trust Asset of beneficiary (high impact) If trust restrictions prevent liquidation, trust will continue as an asset in subsequent years, continuing to hurt need-based financial aid eligibility. Other Trust Funds Asset of beneficiary (high … Read Document

How To Make A Trust An Account Owner Of A 529 Plan
Treated as an asset of the beneficiary for federal financial aid purposes. financial aid purposes. Thus a trust-owned account might be assessed at 35%, while a parent-owned account would be assessed at a maximum rate of 5.6%. 8. State Income Tax Deduction. … Read Document

Family And Beneficiary Information – Special Needs Trust
Family and Beneficiary Information The advocate(s) will be responsible for communicating requests to CCT for disbursements and receiving financial information. Upon the death of the Beneficiary, the trust can no longer make disbursements. … Retrieve Here

CSS/Financial Aid PROFILE 2006-07
Financial Aid Status—If the student is a high school student or has never attended college before, select “First-time applicant, entering student (or transfer student).” • If you are a beneficiary of an estate or trust, … Doc Viewer