FLBC Need-based Financial Aid Application

Net investment assets include the current value minus debts related to real estate, stocks, bonds, certificates of deposit, and 529 plans owned by parents.

Assets do not include the home in which you live, the value of life insurance, retirement plans (401[k] plans, pension funds, annuities, non-education IRAs, Keogh plans, etc.), or the value of a family business or farm.

Include net investment assets of spouse if married.

Net investment assets include the current value minus debts related to real estate, stocks, bonds, certificates of deposit, and 529 plans owned by the student (this is rare).