ANNUAL FINANCIAL PLANNING WORKSHEET
University of Idaho Undergraduates Fall 2017-2018| STEP 1: Estimated Annual Base Education Costs | |
| Tuition & Fees | |
| Select From: | |
| Resident $7,488 (estimated) | |
| Non-Resident $23,812 (estimated) | |
| Room and Board (Average of residence halls, greek and off campus = $8,670) | |
| Books (Average Cost = $1,292) | |
| Total Annual Base Educational Costs | |
| STEP 2: Annual Financial Aid Accepted (not including loans) | |
| Scholarships (UI cash scholarships, WUE) | |
| Grants (PELL, SEOG) | |
| Non-UI Scholarships (e.g. local or state scholarships) | |
| Other (veteran benefits, ROTC, 529 savings plan) | |
| Total Aid | |
| STEP 3: Loans Accepted | |
| Federal Loans to Students (ie: Direct Stafford, Perkins) | |
| Federal Parent Loan for Undergraduate Students | |
| Total Loan Aid | |
| STEP 4: Calculate Remaining Costs or Aid | |
| Total Annual Direct Costs (Step 1) | |
| Less Total Annual Financial Aid (Step 2) | |
| Less Loans Accepted (Step 3) | |
| Remaining Base Educational Costs (if any) | |
| STEP 5: Options to Cover Remaining Base Educational Costs | |
| Options for Funding | |
| Student Savings | |
| Parent/Other Contribution | |
| Student's Summer Earnings | |
| Student's School Year Earnings (work-study, etc) | |
| Private Loans | |
| Payment Plan | |
| Other | |
| Total Options for Funding | |
| STEP 6: Calculate Remaining Costs or Aid | |
| Total Annual Direct Costs (Step 1) | |
| Less: Financial Aid and all options (Steps 2+3+5) | |
| Remaining Base Educational Costs (if any) | |