Putting It All Together Worksheet
Year |
Cost |
Investments |
Loans |
Financial Aid |
Scholarships |
Other |
Surplus or Shortfall |
Freshman |
$ |
$ |
$ |
$ |
$ |
$ |
$ |
Sophomore |
$ |
$ |
$ |
$ |
$ |
$ |
$ |
Junior |
$ |
$ |
$ |
$ |
$ |
$ |
$ |
Senior |
$ |
$ |
$ |
$ |
$ |
$ |
$ |
Total |
$ |
$ |
$ |
$ |
$ |
$ |
$ |
Year |
Cost |
Investments |
Loans |
Financial Aid |
Scholarships |
Other |
Surplus or Shortfall |
Freshman |
$ |
$ |
$ |
$ |
$ |
$ |
$ |
Sophomore |
$ |
$ |
$ |
$ |
$ |
$ |
$ |
Junior |
$ |
$ |
$ |
$ |
$ |
$ |
$ |
Senior |
$ |
$ |
$ |
$ |
$ |
$ |
$ |
Total |
$ |
$ |
$ |
$ |
$ |
$ |
$ |
Year |
Cost |
Investments |
Loans |
Financial Aid |
Scholarships |
Other |
Surplus or Shortfall |
Freshman |
$ |
$ |
$ |
$ |
$ |
$ |
$ |
Sophomore |
$ |
$ |
$ |
$ |
$ |
$ |
$ |
Junior |
$ |
$ |
$ |
$ |
$ |
$ |
$ |
Senior |
$ |
$ |
$ |
$ |
$ |
$ |
$ |
Total |
$ |
$ |
$ |
$ |
$ |
$ |
$ |
Investments are not a deposit or other obligation of, or guaranteed by, the bank, are not FDIC insured, not insured by any federal government agency, and are subject to investment risks, including possible loss of principal.