General Information.

  • Copy of Last Year's Tax Return

  • Social Security Numbers for You and Your Spouse

  • Educational Expenses for You and Your Spouse

  • Dependents' Names, Years of Birth, and Social Security Numbers

  • Dependents' Post High School Educational Expenses

  • Child Care Expenses for Each Dependent

  • Prior Year Adjusted Gross Income (AGI) & Personal Identification Number (PIN)-how to find last year's adjusted gross income AGI)

  • Routing Transmit Number (RTN) (For direct deposit/debit purposes)

  • Bank Account Number (BAN) (For direct deposit/debit purposes)