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Home > Msgr. Lafferty Tuition Foundation > How To Apply

Msgr. Lafferty Tuition Foundation


Please follow the instructions below to complete and submit the Monsignor Lafferty Tuition Foundation, the Catherine Birzle Scholarship and the Local Schools Tuition Assistance Application:

 

How do I apply?

 

1.  You may apply for all three types of tuition assistance by using one form. 

2.  You will complete the application process for all students in the family with one form

3.  You may apply either using the paper application or by applying online.

 

Application forms, instructions, and mailing envelopes may be obtained from the school where your student(s) atten(s) or will attend. Mail the completed application and any necessary documentation along with a $17.00 check made

payable to FAIR in the envelope provided by April 16th, 2007.

 

If you would like to submit your application online, you will need the following:

1. A valid email address

2. A credit card (Visa or Mastercard) to complete payment processing (your card will be charged $17)

3. A complete copy of your 2006 Federal Income Tax Return with all schedules and W-2’s

    (must be mailed to FAIR by April 16, 2007)

4. The School Code and the School Password for the Monsignor Lafferty Tuition Foundation

 

To begin the online application process, parents should go to www.fairapp.com and click on the “On-line Application” link. You can then create a user account using your email address and a password that you select. Once you have created a user account and signed in you will be able to complete the FAIR application online. After signing in you will be asked for a school code and school password. For the Monsignor Lafferty Tuition Foundation please use School Code: 400 and school password: mltf400.

 

Why am I mailing my application to FAIR?

 

The Monsignor Lafferty Tuition Foundation has contracted with FAIR to process the tuition assistance applications and provide an objective evaluation of each family’s financial need. FAIR is a nationally recognized leader in financial need evaluation services for Catholic and private schools.

 

Is my personal financial information shared with any organizations other than FAIR?

 

All information is held strictly confidential. FAIR will not share or disseminate this information in any way with any other organization except for the Monsignor Lafferty Tuition Foundation, the Catherine Birzle Educational Foundation Trustees and your student’s school.

 

Important Notes Before Completing and Submitting Your Tuition Assistance Application:

 

1.  You MUST include:

     a.   a copy of your 2006 Federal Income Tax Return with ALL applicable schedules,

     b.   copies of all your 2006 W-2s and/or 1099 forms,

     c.   a check or money order in the amount of $17.00 payable to FAIR.

     d.  applications must be postmarked by April 16, 2007 with all necessary documentation.

 

2.  You MUST provide estimated income amounts for 2007.

 

3. In the dependent section of the application, please indicate the school(s) and grade(s) that your dependent(s)

         will be entering in the Fall of 2007 (next school year). (Refer to Part IV of the application for a list of schools)

 

4. Please complete ALL items that apply to your family. If an item does NOT apply to you, leave it blank.

 

5. When submitting your application, please place your check and documentation inside the application.

         Stapling items to the application can cause them to tear when being separated.

 

6.      There is space provided in Part VII: Special Circumstances for you to list and explain any other expenses and/or special

        circumstances that you believe would impact your eligibility for tuition assistance. Please use this space to explain anything

        unique to your financial situation.

7.     7.You will receive a postcard from FAIR confirming receipt of your application. You do not need to respond to this

        communication. If we have any questions or require additional documentation, we will contact you in writing.

8.     Do not use photo copies of the applications packet.  Additional forms may be obtained through the Diocesan

        Office of Education.

 

Part I : Parent /Guardian Information

 

List only information for the primary custodial parents or guardians who live with the dependents listed in Part II. Please provide all of the information requested including first and last names, birth year, relationship to student, and current employment status.

 

When providing your current household address and phone number please keep in mind that this address is where your confirmation postcard and potential award letter will be sent. Please make sure it is accurate and legible. 

 

Part II: Dependents

 

List ALL dependents that are living in your household. This may include other family members or relatives (parents,

grandparents, etc..).

 

For each dependent listed please indicate the school  and grade that the dependent will be entering in the FALL of

2007.

 

A complete list of schools and school codes are listed in Part IV of the application.

 

Part III and IV

 

PART III

 

Requires the signature and date of parent(s) or guardian(s).

 

PART IV

A complete list of schools and school codes are listed, these codes are used to complete Part II.

 

Part V: Family Income

 

Annual Income Items:
 
Wages, Tips, etc.. 
This is from line 7 of your Form 1040 or Form 1040A.
 
Business Income from Self Employment
If you have income on line 12, line 17, or line 18 of your Form 1040 please put the total of these lines here.
NOTE: You must also complete Part VI: Business Income from Self Employment.
 

Interest and Dividends

This is the total of lines 8a and 9a of Form 1040 or 1040A

 

Monthly Income Items:

 

Monthly Unemployment and/or Workers Compensation

Received

If you received worker’s compensation or unemployment compensation, please put the average monthly amount you actually received in 2006 and estimate the average monthly amount you expect to receive in 2007.

 

Monthly Social Security and/or Pensions Received

This is from lines 16a and 20a of Form 1040 or lines 12a and 14a of Form 1040A. Total these amounts and divide by 12.

 

Monthly Income Items

 

Please indicate the average monthly amount you actually received in 2006 and then estimate the average monthly amount you expect to receive in 2007 for the items listed below:

 

Monthly Child Support Received

Monthly Alimony Received

Monthly TANF Received

Monthly Food Stamps Received

 

Monthly Income Items

 

Other Monthly Non Taxable Income Received

 

This line applies to any other sources of income you may be receiving that are not listed in any of the other Family Income items

 
Part VI: Business Income from Self Employment

 

If you filed Schedule C, Schedule E, and/or schedule F with your 2006 Form 1040 you MUST complete this section.
 
Gross Income
Total gross income of all businesses including farms and rental property
 

Net Profit

Total of lines 12, 17, and 18 from Form 1040

 

Your Annual Salary

List your annual salary or draw from these entities

 

Total Personal Expenses Paid by Business

This is the total amount of expenses not included in other sections of the application that were paid by your business, farm, partnership, or corporation

 

Part VII: Family Assets/ Debt
(Note:  Due to a printing error, this section is marked V on the application).

 

Cash

The current combined balance of your checking and savings accounts

 

Stocks, Bonds, and Investments

List the current value of of any stocks, bonds, or other investments excluding retirement accounts

 

If You Own Your Home

Please estimate the current market value and mortgage balance including any home equity loans or second mortgages

 

Value of Any Other Property and Amount Owed

Indicate the estimated value  and amount owed on any other property including but not limited to cars, second homes, and rental property

 

Automobile information

Indicate the number of vehicles owned

Vehicle make, model, year, and any outstanding loan balance

The monthly amount of payments on ALL vehicles

Total annual vehicle insurance

 

Credit Card Debt

The total amount of all credit card balances and the monthly payment made on these balances

 

Student Loans

The total balance of all outstanding student loans that are not being deferred

 

Other Debt

The total amount of any other outstanding debt you have along with a description of the nature of the debt

 

Part VIII: Expenses

 

Monthly Mortgage or Rent Payment

 

Monthly Gas and Electric bills

 

Annual Homeowners/Renter’s Insurance

 

Annual Amount of Taxes Paid on Your Home

 

2006 Family Contributions to Retirement

Total after-tax contributions to any qualified retirement plan

 

2006 Unreimbursed Medical/Dental Expenses

Include any after tax health and dental insurance premium’s, office and medication co-pays, or any other out-of-pocket medical and dental expenses

 

Estimated 2007 Daycare Expense

Do NOT include dependent tuitions

 

2006 Child Support Payments made by you

 

2006 Alimony paid by you to an ex-spouse

 

Other Expenses

Include any other expenses you believe will impact your eligibility to receive financial aid. Please be sure to include an explanation of these expenses in Part IX: Special Circumstances

 

Part IX: Special Circumstances

 

Please include a letter that explains any “Other Expenses” you listed on your application as well as any circumstances you believe would impact your eligibility for financial aid

 

Final Check Points

 

Resources for assistance with FAIR Application?

 

Frequently Asked Question Document provided with application material

Questions and Answers at  www.fairapp.com.

Gehlen Catholic School Office at 546-4181

Diocese of Sioux City Office of Education

712-233-7589

 

If your question requires additional research, we will provide you with the necessary information as soon as possible.

 

If filing Online:

Did I include credit card information?

Did I send paper copies of the necessary documentation to FAIR?

 

If filing on paper:

Have I included payment of $17.00?

Have I included all necessary documentation to FAIR?

DO NOT STAPLE ITEMS TOGETHER

 

 

 
 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

     
 




Lasted Updated: 03/06/2007