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

2017–2018 Rabbinical Schooland Cantorial School Application for Financial Aid(for the academic year September 2017–May 2018)

APPLICATION DEADLINE:MARCH 1, 2017, FOR ALL STUDENTSLATE APPLICATIONS WILL NOT BE ACCEPTED

THE FOLLOWING MATERIALS MUST BE RECEIVED BY THE MARCH 1, 2017, 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 2015 TAX DOCUMENTS (tax returns must be signed)

your 2015 U.S. or foreign tax return your 2015 U.S. tax return transcript your spouse’s 2015 U.S. or foreign tax return your spouse’s 2015 U.S. tax return transcript

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

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.

2017–2018 Rabbinical School and Cantorial School Application for Financial Aid

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NEW FAFSA REGULATIONS ANDINSTRUCTIONS FOR SUBMITTING U.S. TAX DOCUMENTS Beginning with the 2017-2018 academic year, the FAFSA (www.fafsa.ed.gov) will require your “prior prior” year tax information. For the 2017-2018 academic year, that means that you will use your 2015 tax return to complete your 2017-2018 FAFSA.

Additionally, in this JTS financial aid application, please pay close attention to the dates for requested information: some information is requested for 2015, some for 2016, and some for the upcoming 2017–2018 school year.

WHAT U.S. TAX DOCUMENTS DO WE REQUIRE?We require TWO separate tax documents from you (and your spouse) to be submitted along with your application: 1. We require a signed copy of your (and your spouse’s) 2015 U.S. tax return, AND 2. We require your (and your spouse’s) 2015 Tax Return Transcript. For instructions on obtaining and submitting

your tax return transcript, please see below:

HOW TO SUBMIT YOUR 2015 TAX RETURN TRANSCRIPT

OPTION 1: Upload your 2015 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 with instructions 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 2015 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 2015 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 2015 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:

Mailing address (if different): Valid until (mm-dd-yy):

City: State: ZIP: 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 2017–2018 academic year what program will you be in? Please check all that apply: Rabbinical School Graduate School (only check if you will be dually enrolled) Miller Cantorial School Davidson School (only check if you will be dually enrolled)

Year in JTS school beginning September 2017: 1st year 2nd year 3rd year 4th year 5th year and beyond

When do you expect to complete your JTS program (graduation date, mm-yy)?

In the 2017–2018 academic year, where do you plan to live?

JTS Residence Hall Off Campus I will spend the academic year in Israel

1) Student’s (and Spouse’s) Income and Asset Information

a. Expected income for student: Summer 2017: $

For the 2017–2018 Academic Year (Sept.–May): $

Expected income for spouse: Summer 2017: $

For the 2017–2018 Academic Year (Sept.–May): $

b. Monthly home mortgage/rental payment: $

Home owners: Current home value: $

Year purchased:

Current home debt: $

Purchase price: $

c. Do you have a trust fund? If Yes, indicate net worth: Yes No $d. Does your spouse have a trust fund? If Yes, indicate net worth: Yes No $

PERSONAL INFORMATION

ENROLLMENT INFORMATION **To receive assistance, you must enroll for a minimum of six credits each semester at JTS.**

FINANCIAL INFORMATION

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( ) ( )

( )

2017–2018 Rabbinical School and Cantorial School Application for Financial AidApplication Form

2) Medical Expenses Medical and dental expenses not covered by insurance: In 2016 $

Expected in 2017: $

1) Parents whose information is provided in this section must submit a copy of their 2015 U.S. or foreign tax return.

2) How much do parents plan to contribute to the student’s education for the 2017–2018 academic year? $

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:

Retirement assets: $

Retirement assets: $

3) Parent Untaxed Income Information. Please list all untaxed income (for 2015) such as social security, child support received, parsonage:

4) Parent Asset Information Balance in all checking and savings accounts:

$Investments: Total investment value (stocks, bonds, CDs, etc.): Total real estate value (not including primary residence):

$ $ Total investment debt: Total real estate debt:

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

$Home: Current home value:

Year purchase:

$ $ Current home debt:

Purchase price:

$ $Business: Current business value (include all businesses): Current business debt:

$ $

2017–2018 Rabbinical School and Cantorial School Application for Financial AidApplication Form

PARENT INFORMATION NEW STUDENTS AND/OR FIRST-TIME FINANCIAL AID APPLICANTS MUST PROVIDE PARENT INFORMATION IF YOU ARE UNDER AGE 30 AND SINGLE**ALL OTHER STUDENTS, SKIP THIS SECTION**

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INTERNATIONAL STUDENTS (and spouses) also complete this section PLEASE CONVERT TO U.S. DOLLARS Untaxed income (for 2015):

$ 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 (include all businesses):

Current business debt:

$

$

5) Divorced or Separated Parents: (The non-custodial parent must submit a copy of his/her 2015 U.S. or foreign tax return.)

Other parent’s name: Occupation/Employer:

Date of divorce or separation:

How much does the non-custodial parent plan to contribute to the student’s education for the 2017–2018 academic year?

If you are receiving any outside scholarships or awards for the 2017–2018 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 (if parent section is completed): Date:

Parent 2 (or Legal Guardian) signature (if parent section is completed): Date:

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

2017–2018 Rabbinical School and Cantorial School Application for Financial AidApplication 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 household; include:• yourselfandyourspouseifmarried,and• yourchildren,ifyouwillprovidemorethanhalfoftheirsupportfromJuly1,2017throughJune30,2018,and• otherpeopleiftheycurrentlylivewithyou,andyouprovidemorethanhalfoftheirsupportandwillcontinuetoprovide more than half of their support from July 1, 2017 through June 30, 2018.

Also write in the name of the college for any household member who will be attending college at least half-time between July 1, 2017 and June 30, 2018, 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

2017–2018 Rabbinical School and Cantorial School Application for Financial Aid

A. STUDENT INFORMATION

B. FAMILY INFORMATION

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Your application was selected for review in a process called “verification.” In this process, JTS will be comparing information from your application with copies of your (and your spouse’s) 2015 Federal Tax Return Transcripts, or with W-2 forms or other financial documents. Federal regulations require schools to request this information before awarding federal aid. If there are differences between your application information and your financial documents, JTS may need to correct your Student Aid Report (SAR).

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

What you should do1. Collect your and your spouse’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 your spouse if married) 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 from your

submitted documents.

2017–2018 Rabbinical School and Cantorial School Independent Verification Worksheet Federal Student Aid Programs

Marsha Cohen (example) 24 Wife City University

1. Please check all that apply. Check if you have transferred your 2015 tax information into your 2017–2018 FAFSA using the IRS Data Retrieval Tool. Check if you are attaching a copy of your 2015 Tax Return Transcript. Check if you are attaching a signed copy of your 2015 tax return form (the 1040, 1040A or 1040EZ). Check here if you will not file and are not required to file a 2015 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 2015 Amount Sources of Untaxed Income 2015 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 2015 U.S Income Tax Return, list below your employer(s) and any income received in 2015 (use the W-2 form or other earnings statements if available).

Sources 2015 Amount $ $ $

D. SPOUSE’S TAX FORMS AND INCOME INFORMATION (if student is married)

1. Please check all that apply. Check if you and your spouse did or will file a joint return. Check if your spouse filed a separate return and you are attaching a copy of your spouse’s 2015 Tax Return Transcript. Check if your spouse filed a separate return and you are attaching a signed copy of your spouse’s 2015 tax return form (the 1040, 1040A, or 1040EZ). Check here if your spouse will not file and is not required to file a 2015 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 2015 Amount Sources of Untaxed Income 2015 Amounta. Child Support $ e. $b. Social Security (non-taxed) $ f. $c. Welfare (including TANF) $ g. $d. Food Stamps $ h. $

3. If your spouse did not file and is not required to file a 2015 U.S. Income Tax Return, list below your spouse’s employer(s) and any income received in 2015 (use the W-2 form or other earnings statements if available).

Sources 2015 Amount $ $ $

E. SIGN THIS WORKSHEETBy signing this worksheet, I (we) certify that all the information reported on it is complete and correct. If married, spouse’s signature is optional

Student: Date:

Spouse: Date:

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

2017–2018 Rabbinical School and Cantorial School Application for Financial AidIndependent 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, spouses, and/or parents who will not file a 2015 federal tax return

Please check all that apply: Student Spouse Mother Father

My/Our income in 2015 was: $

Please list the sources and amounts of money received to pay expenses.

Source of money for 2015: Amount: $

Source of money for 2015: Amount: $

Source of money for 2015: Amount: $

Source of money for 2015 Amount: $

***W-2 forms are required. Attach all W-2s to this form.*** ***IRS “Verification of Nonfiling” form is required. This form must be obtained from the IRS and submitted with this application.***

I certify that I have not filed and will not file a 2015 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’s signature: Date:

Spouse’s 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.*

2017–2018 Rabbinical School and Cantorial School Application for Financial Aid

SECTION 1: STATEMENT OF INCOME

SECTION 2: EXPLANATION OF HOW 2015 EXPENSES WERE MET

SECTION 3: SIGNATURES

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Rabbinical School and Cantorial School2015 Non-Filing Statement