Huge EFC - Help!

@saniel

You have $550,000 in assets at least (home equity and 529 accounts, and mutual funds). Right there you have $30,800 toward your family contribution. Your income of $160,000 would add about $40,000 additional (estimate 1/4 to 1/3 of your income…so $40,000 is on the low side). That would be over $70,000…so really, this financial aid award doesn’t sound that “off” to me.

You earn $160,000 a year and bring home $8000 a month? You are paying over $5000 a month in taxes? Even in NJ, that seems high to me.

A few questions…even though I think this award is pretty close given what you posted here.

  1. You mention home equity and mutual fund and a 529. Do you have any other savings or checking account monies?
  2. In 2018, did you do a rollover of a tax deferred retirement account?
  3. Are either parents self employed?
  4. Do you know what this college does in terms of home equity? Some schools tap all of it, some a %age of your income...the formulas vary. What does this college do?
  5. Are you absolutely sure your numbers are accurate?
  6. Does your income of $160,000 include your contributions to tax deferred retirement accounts made in 2018? Those contributions are added back in as income. With two parents, this could easily add $40,000 to your “income”.
  7. Are you sure you put parent info in the parent section and not the student section?
  8. Does this college meet full need for all accepted students? Was your financial aid application complete by the ED priority deadline date?

If it were me, I would print out the FAFSA and Profile (assuming this is a Profile school) and check every single entry…just to be sure it’s accurate.