THE FOLLOWING MATERIALS MUST BE RECEIVED BY THE FEBRUARY 1, 2018, DEADLINE:

JTS APPLICATION (this application)

verification worksheet

non-filing statement (if applicable)

FAFSA (to be completed at www.fafsa.ed.gov) (International students do not complete the FAFSA)

REQUIRED 2016 TAX DOCUMENTS (tax returns must be signed) your 2016 U.S. or foreign tax return your 2016 U.S. tax return transcript

your parents’ 2016 U.S. or foreign tax return your parents’ 2016 U.S. tax return transcript

NOTE: You must submit both tax returns and tax return transcripts for yourself and your parents.

SUPPORTING DOCUMENTATION

SUBMITTING YOUR APPLICATION We will accept mailed, scanned/emailed, or faxed applications. Send materials to: Office of Financial AidThe Jewish Theological Seminary3080 Broadway, New York, NY 10027-4649Email: financialaid@jtsa.eduFax: (212) 678-8002

Questions? Contact us at financialaid@jtsa.edu or (212) 678-8007.

2018–2019 List College Application for Financial Aid(for the academic year September 2018–May 2019)

APPLICATION DEADLINE:FEBRUARY 1, 2018, FOR ALL STUDENTSLATE APPLICATIONS WILL NOT BE ACCEPTED

P A G E 1 O F 8

Last name: First name: M.I.: JTS School/degree:

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2018–2019 List College Application for Financial Aid

INSTRUCTIONS FOR SUBMITTING U.S. TAX DOCUMENTS

WHAT U.S. TAX DOCUMENTS DO WE REQUIRE?We require TWO separate tax documents from you and your parents to be submitted along with your application:

1. We require a signed copy of your and your parents’ 2016 U.S. tax return, AND2. We require your and your parents’ 2016 Tax Return Transcript. For instructions on obtaining and submitting

your tax return transcript, please see below:

HOW TO SUBMIT YOUR 2016 TAX RETURN TRANSCRIPT

OPTION 1: Upload your 2016 tax information directly into your FAFSA. (This is the recommended

option.) Use the IRS Data Retrieval process when completing the FAFSA online (www.fafsa.ed.gov). You will be provided withinstructions to link to the IRS while completing the FAFSA. If you choose to use the IRS Data Retrieval Tool, required data elements will be automatically populated for you on the FAFSA.

OPTION 2: Request a copy of your 2016 Tax Return Transcript from the IRS. Use this option only if you are unable to use the IRS Data Retrieval Tool in Option 1, above. To obtain a copy of your 2016 Tax Return Transcript from the IRS:1. Go to the IRS website https://www.irs.gov/individuals/get-transcript.2. Click on “Get Transcript ONLINE” or “Get Transcript by MAIL”3. Follow the instructions to order your 2016 Tax Return Transcript. (Make sure you do NOT order a Tax “Account” Transcript,

as this form does not have the required information on it.)4. When you receive your Tax Return Transcript, submit it to the JTS Financial Aid Office.

IF YOU HAVE ANY QUESTIONS ABOUT SUBMITTING YOUR TAX DOCUMENTS TO OUR OFFICE, PLEASE CONTACT THE JTS FINANCIAL AID OFFICE AT FINANCIALAID@JTSA.EDU. IF YOU HAVE ANY QUESTIONS ABOUT USING THE IRS DATA RETRIEVAL TOOL AS YOU COMPLETE THE FAFSA, PLEASE USE THE FAFSA ON THE WEB “LIVE HELP” OR CALL THE FAFSA HOTLINE AT 800-4-FED-AID.

Last name: First name: M.I.:

Date of birth (mm-dd-yy):

Social security number:

Permanent address:

City: State/Prov.: ZIP/Postal code:

Home phone: Cell phone:

Email address:

Marital Status: Single Married/Partnered Engaged If engaged, give expected date of marriage:

Are you a U.S. citizen? If not, are you a Permanent Resident? Yes No Yes No IF A PERMANENT RESIDENT, PLEASE PROVIDE A PHOTOCOPY OF YOUR ALIEN REGISTRATION (GREEN) CARD!

In the 2018–2019 academic year what program will you be in? Joint Program/Columbia Double Degree/Barnard

Year in JTS school beginning September 2018: 1st year 2nd year 3rd year 4th year 5th year

Indicate the number of credits for which you will register each semester. First-year students, please enter: JTS—10 in Fall and 9 in Spring; Columbia/Barnard—6 in Fall and 9 in Spring.

at JTS: Fall: Spring: at Columbia/Barnard: Fall: Spring: In the 2018–2019 academic year, do you plan to live in JTS housing?

Yes No

Name Relationship Age Attending Year in Enrolled Enrolledto student college in

College name (if attending in 2018–2019) school full-time? half-time?

2018–19? (in 2018–19)

Y N Y N Y N

Y N Y N Y N

Y N Y N Y N

Y N Y N Y N

Y N Y N Y N

Do you plan to work at Camp Ramah during Summer 2018? Yes No

Do you have a trust fund? If Yes, indicate net worth: Yes No $

INTERNATIONAL STUDENTS also complete this section PLEASE CONVERT TO U.S. DOLLARS What is the total value of your assets (including bank accounts, investments, real estate)?

$

PERSONAL INFORMATION

ENROLLMENT INFORMATION

FAMILY INFORMATION Dependent Family Member Listing (in your Parent(s)’ Household) for the 2018–2019 Academic Year

STUDENT’S FINANCIAL INFORMATION

P A G E 3 O F 8

( ) ( )

2018–2019 List College Application for Financial Aid Application Form

1) H ow much do parents plan to contribute to the student’ s education for the 2018–2019 academic y ear? $

Parent 1 Legal guardian Parent 2 Legal guardian

Name: Age: Name: Age:

Email address: Email address:

Self-employed Self-employed

Unemployed Date last employed: Unemployed Date last employed:

Occupation: Occupation:

Employer: No. years: Employer: No. years:

2) Parent Income and Asset Information:

a. Parent(s)’ monthly home mortgage/rental payment:$

b. Home: Current home value: $

Year purchased:

Current home debt: $

Purchase price:$

c. Parsonage (annual amount): $

INTERNATIONAL PARENTS also complete this section PLEASE CONVERT TO U.S. DOLLARS Balance in all checking and savings accounts:

$Investments: Total investment value:

$Total real estate value:

$(stocks, bonds, CDs, etc.) (not including primary residence)

Total investment debt: $

Total real estate debt: $

Business: Current business value: $

Current business debt: $(include all businesses)

3) Parent expected year income (for 2018):Parent 1 earnings:

$Other taxable income:

$Parent 2 earnings:

$Untaxed income and benefits:

$4) Medical Expenses: Medical and dental expenses not covered by insurance: in 2017:

$expected in 2018:

$5) Divorced or Separated Parents: (The non-custodial parent must submit a copy of his/her 2016 U.S. tax return transcript or foreign tax return.)

Other parent’s name: Occupation/Employer:

Date of divorce or separation:

According to court order, when will (did) support for the student end?

Is there an agreement specifying a contribution for student’s education? Yes No

If Yes, what is the amount specified in the agreement?

2018–2019 List College Application for Financial Aid Application Form

PARENT INFORMATION (To be completed by custodial parent(s).)

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If you are receiving any outside scholarships or awards for the 2018–2019 academic year, list sources and amounts:

Source:

Amount: $ Application Pending or Awarded?

Source:

Amount: $ Application Pending or Awarded?

Use this space to supply additional information that you think will help us better evaluate your situation. You may attach additional sheets and documentation if necessary.

I certify that all of the information on this form is true and complete to the best of my knowledge.Student signature: Date:

Parent 1 (or Legal Guardian) signature: Date:

Parent 2 (or Legal Guardian) signature: Date:

*Handwritten signatures are required on all financial aid application forms.*

2018–2019 List College Application for Financial Aid Application Form

OUTSIDE SCHOLARSHIPS

EXPLANATIONS/SPECIAL CIRCUMSTANCES

CERTIFICATION

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Last name: First name: M.I.: Social security number:

Address (include apt. no.): Date of birth (mm-dd-yy):

City: State: ZIP: Phone number (include area code):( )

List the people in your parent(s)’ household; include:• yourselfandyourparent(s)(includingstepparents)evenifyoudon’tlivewithyourparents,and• yourparents’otherchildren,eveniftheydon’tlivewithyourparents,if(a)yourparentswillprovidemorethanhalfoftheirsupportfromJuly1,2018,

through June 30, 2019, or (b) the children would be required to provide parental information when applying for Federal Student Aid, and• otherpeopleiftheycurrentlylivewithyourparents,andyourparentsprovidemorethanhalfoftheirsupportandwillcontinuetoprovidemorethanhalfof

their support from July 1, 2018, through June 30, 2019.

Also write in the name of the college for any household member, excluding your parent(s), who will be attending college at least half-time between July 1, 2018, and June 30, 2019, and will be enrolled in a degree, diploma, or certificate program. If you need more space, attach a separate page.

Full Name Age Relationship College

B. FAMILY INFORMATION

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Your application was selected for review in a process called “verification.” JTS will be comparing information from your application with copies of your and your parent(s)’ 2016 Federal Tax Return Transcripts, or with W-2 forms or other financial documents. Federal regulations require JTS to ask you for this information before awarding federal aid. If there are differences between your application information and your financial documents, you may need to send in corrections using your Student Aid Report (SAR), or JTS may send corrections electronically.

Complete this verification form and submit it to the JTS Financial Aid Office as soon as possible.

A. STUDENT INFORMATION

What you should do:1. Collect your and your parent(s)’ financial documents

(Federal Tax Return Transcripts, W-2 forms, etc.).2. Contact your JTS financial aid administrator if you have questions about

completing this worksheet.3. You and at least one parent should complete and sign the worksheet.4. Submit the completed worksheet, tax forms, and any other

documents JTS has requested to your JTS financial aid administrator.5. Your JTS financial aid administrator will compare information on the

documents.

2018–2019 List College Application for Financial Aid

2018–2019 List College Dependent Verification WorksheetFederal Student Aid Programs

Marsha Cohen (example) 18 Sister City University

1. Please check all that apply. Check if you have transferred your 2016 tax information into your 2018–2019 FAFSA using the IRS Data Retrieval Tool. Check if you are attaching a copy of your 2016 Tax Return Transcript. Check if you are attaching a signed copy of your 2016 tax return form (the 1040, 1040A, or 1040EZ). Check here if you will not file and are not required to file a 2016 U.S. Income Tax Return.

2. Funds received for child support and other untaxed income. (See worksheets A&B of the FAFSA.)Sources of Untaxed Income 2016 Amount Sources of Untaxed Income 2016 Amounta. Child Support $ e. $b. Social Security (non-taxed) $ f. $c. Welfare (including TANF) $ g. $d. Food Stamps $ h. $

3. If you did not file and are not required to file a 2016 U.S. Income Tax Return, list below your employer(s) and any income received in 2016(use the W-2 form or other earnings statements if available).Sources 2016 Amount

$$$

D. PARENT(S)’ TAX FORMS AND INCOME INFORMATION1. Please check all that apply.

Check if you have transferred your parent(s)’ 2016 tax information into your 2018–2019 FAFSA using the IRS Data Retrieval Tool. Check if you are attaching a copy of your parent(s)’ 2016 Tax Return Transcript. Check if you are attaching a signed copy of your parent(s)’ 2016 tax return form (the 1040, 1040A or 1040EZ). Check here if your parent(s) will not file and are not required to file a 2016 U.S. Income Tax Return.

2. Funds received for child support and other untaxed income. (See worksheets A&B of the FAFSA)Sources of Untaxed Income 2016 Amount Sources of Untaxed Income 2016 Amounta. Child Support $ e. $b. Social Security (non-taxed) $ f. $c. Welfare (including TANF) $ g. $d. Food Stamps $ h. $

3. If your parent(s) did not file and are not required to file a 2016 Federal income tax return, list below your parent(s)’ employer(s) and any income received in 2016 (use the W-2 form or other earnings statements if available).

Sources 2016 Amount$$$

E. SIGN THIS WORKSHEET

By signing this worksheet, we certify that all the information reported on it is complete and correct. The student and at least one parent must sign.

Student signature: Date:

Parent (or Legal Guardian) signature: Date:

*Handwritten signatures are required on all financial aid application forms.*

2018–2019 List College Application for Financial AidList College Dependent Verification Worksheet

C. STUDENT’S TAX FORMS AND INCOME INFORMATION (ALL APPLICANTS)

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WARNING: If you purposely give false or misleading information on this worksheet, you may be fined and sentenced to jail as indicated by U.S. federal government regulations.

Last name: First name: M.I.: Social security number:

Who must complete this section: students and/or parents who will not file a 2016 federal tax returnI am the: Student Parent 1 Parent 2

$

Employer or Source of Money for 2016 Amount:

$

$

$

$

I certify that I have not filed and am not required to file a 2016 federal tax return.I also certify that all the information on this form is true and correct to the best of my knowledge. Only the non-filing individual(s) must sign this form.Student signature: Date:

Parent 1 (or Legal Guardian) signature: Date:

Parent 2 (or Legal Guardian) signature: Date:

*Handwritten signatures are required on all financial aid application forms.*

SECTION 1: STATEMENT OF INCOME

SECTION 2: SOURCES AND AMOUNTS OF MONEY RECEIVED TO PAY EXPENSES IN 2016

***W-2 forms are required. Attach all W-2s to this form.*** ***IRS "Verification of Nonfiling" form is required only if the nonfiler completing this form is a parent or an independent student. This form must be obtained from the IRS and submitted with this application.***

SECTION 3: SIGNATURES

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2018–2019 List College Application for Financial Aid

List College 2016 Non-Filing Statement

I was not employed and had no income earned from work in 2016.

I was employed in 2016. My total income earned from work in 2016 was:

Please check one box:

$

Did you receive a W-2?

yes no

yes no

yes no

yes no

yes no