FACTS Management makes quality education affordable for families by assisting schools in awarding financial aid. We work with schools to create a custom application and collect financial data so schools can make accurate award decisions based on financial need.
To apply for financial aid, https://online.factsmgt.com/signin/3H6Q9
After completing the online application, you will need to upload or fax all required supporting documentation. Uploaded documents must be in PDF format and the size of each document must be less than 20 MB. If you are unable to upload, fax the required documents to 866.315.9264. Please DO NOT use your mobile device to photo copy required documents due to problems with legibility.
The following supporting documents are required to complete the application process:
IRS Federal Income Tax Return, including all supporting schedules (the year of the tax return depends on the tax requirements of your school). If applicant and co-applicant file separately, we require both tax returns for the same tax year.
Copies of all the current year W-2 Wage and Tax Statements for both the applicant and co-applicant. NOTE: If you are applying before you have received all the current year W-2 Wage and Tax Statements, please submit them as soon as they become available.
Copies of all supporting tax documents if you have business income/loss from any of the following:
Business – send Schedule(s) and Form 4562 Depreciation and Amortization
Farm – send Schedule(s) and Form 4562 Depreciation and Amortization Rental Property – send Schedule(s)
S-Corporation – send Schedule(s), Form 1120S (5 pages), Schedule K-1 and Form 8825
Partnership – send Schedule(s), Form 1065 (5 pages), Schedule K-1 and Form 8825
Estates and Trusts – send Schedule(s), Form 1041 and Schedule K-1
*IMPORTANT: If you file a tax return but do not have W-2 wages because you are self-employed, you will be required to submit a copy of your current year Federal Form 1040 Tax Return.
Copies of all supporting documentation for household Non-Taxable Income such as:
Social Security Income, Welfare, Child Support, Food Stamps, Workers’ Compensation, and Temporary Assistance for Needy Families (TANF). If you do not file a tax return, you are required to provide documentation of all income received.
*All documentation received is imaged upon receipt and then destroyed.