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)