2019/2020

Appendix 1
PARENT(S)/STEP-PARENT/SPONSOR/LEGAL GUARDIAN INFORMATION

WHO COMPLETES APPENDIX 1? ARE YOU A DEPENDENT STUDENT?

The applicant’s parent(s)/ A dependent student:
step-parent/sponsor/legal guardian. n has not been out of high school for at least 48 months (4 years); and
If your parent(s)/step-parent/ n is not married, living common-law, separated, divorced, widowed or a
sponsor/legal guardian lives outside single parent; and
of Canada you will need to: n has not worked in the full-time labour force for two periods of 12
n mail Appendix 1 to them continuous months each since leaving high school; and
n is not a youth in continuing care or custody of a director of child welfare in
for completion or have them
download and print Appendix 1 BC – the government is/was your legal guardian.
from www.StudentAidBC.ca and If you are a dependent student, Appendix 1 must be completed by your
n have them return it to you by mail parent(s)/step-parent/sponsor/legal guardian.
to submit with your application. If you are a permanent resident or landed immigrant under sponsorship, your
sponsor must complete Appendix 1.
PURPOSE
If your parents are separated or divorced, or if your parent is single, Appendix 1
The information in Appendix 1 is
must be completed by the parent who is your main financial supporter.
necessary to assess how much
money the applicant’s parent(s)/ When Appendix 1 has been completed and returned to you:
step-parent/sponsor/legal guardian n Enter your application number on line 4.
may be required to contribute,
based on their previous year’s n Make sure all questions have been answered and both the Canada
income tax return. Please answer Revenue Agency consent and the StudentAid BC declaration on
all questions. Appendix 1 have been completed and signed.

The applicant will have access POLICY

to all information provided on
A financial contribution (based on federal policy) may be expected from your
Appendix 1.
parent(s)/step-parent/sponsor/legal guardian, based on family size, income,
NOTE assets and allowable income deductions.

If you have already submitted your The contribution formula takes into account parent(s)/step-parent/sponsor/legal
StudentAid BC application, and you are guardian’s total income as declared on line 150 of their 2018 income tax return,
completing a new Appendix 1 to make less income taxes payable, Canada Pension Plan contributions, employment
changes to your original submission, insurance contributions and a moderate standard of living. The income remaining
include an Appendix 7 - Request for following the deductions of these amounts is called “discretionary income.”
Reassessment, with your submission.
SUBMISSION INSTRUCTIONS

Mail original form with ink signature to StudentAid BC:

Mailing address: Courier address:

P.O. Box 9173 StudentAid BC
Stn Prov Govt 1st Floor, 835 Humboldt Street
Victoria BC V8W 9H7 Victoria BC V8V 4W8

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 2019/2020

Appendix 1
ADDITIONAL NOTES

Question 06 Marital Status

If you have remarried or are in a common-law relationship, your partner must provide his or her financial information. If
you are separated, divorced or single this form must be completed by the parent who has legal responsibility for the
applicant’s post-secondary education and/or is the main financial supporter.

Question 34 – Contributions from parent(s)/step-parent/sponsor/

legal guardian
A parent or guardian may wish to contribute funds toward the applicant’s educational costs over and above amount they are
assessed to contribute as part of a student’s resource assessment. Enter total money given to the student for this application
study period, including the total amount of cashed Registered Education Savings Plans (RESPs) and scholarship trust funds.

Question 35 Total Income

Enter the amount from line 150 of your 2018 income tax return. The amount you report will be checked against Canada
Revenue Agency (CRA) records. If the amount you report is different from CRA records, CRA data will be used in the applicant’s
need assessment calculation. If your previous year total income (as reported on Line 150 of your 2018 tax return) changes, a
reassessment of the applicant’s financial assistance application will be required. If you did not file a Canadian Income Tax Return
for 2018, enter your total 2018 income from all sources both inside and outside Canada, which includes employment, pension
investment, rental, RRSP, foster parent, net professional income, workers’ compensation, employment insurance and disability
assistance. Convert foreign currency into Canadian dollars. StudentAid BC receives regularly updated information from CRA
and may, after the point of initial StudentAid BC application assessment, compare income amount(s) declared on the application
against CRA records, to ensure that the applicant’s financial need remains up-to-date and accurate.

Question 36 Net Value of Assets

Include the net value of all Canadian and foreign assets, including term deposits, stocks, bonds, GICs, bank accounts,
rental properties, etc. Do not include RRSPs, principal residence, business assets, vehicles or household items.

Questions 37-40 Deductions

Refer to your 2018 income tax return to determine the amounts deducted for income taxes, Canada Pension Plan
contributions and employment insurance contributions. If no deductions, you must enter ‘0’ on appropriate lines.

Dependants
For StudentAid BC purposes, eligible dependants are any dependants for whom you receive the Canada Child Benefit
or for whom you claim a benefit on your 2018 income tax return. Eligible dependants include:
n your child(ren) under 19 years of age as of the start of the applicant’s classes, for whom you have custody or provide
care (they live with you) at least two days per week during the applicant’s entire study period; or
n your child(ren) age 19 or over who are dependent full-time students; or
n your permanently disabled child(ren) age 19 or over, who you fully support and declare on your income tax return; or
n your foster children, if foster parent income is claimed on Appendix 1 on line 7; or
n your elderly relatives who you fully support and declare on your income tax return.

Declaration and Consent

Read, sign and date both the Canada Revenue Agency consent and the StudentAid BC declaration. Without the complete
information, including dates and signatures, we cannot process the student’s application. If two parents have
completed Appendix 1, ensure BOTH Parent #1 AND Parent #2 signature blocks are signed. Once you have
completed this Appendix 1 return it to the student who will submit it with his or her application.

ALL INFORMATION IS SUBJECT TO AUDIT AND VERIFICATION

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 PARENT(S)/STEP-PARENT/SPONSOR/LEGAL GUARDIAN INFORMATION Appendix 1
(01) STUDENT’S LAST NAME (03) STUDENT’S SOCIAL INSURANCE NUMBER

(02) STUDENT’S FIRST NAME MIDDLE INITIAL (04) STUDENT’S APPLICATION NUMBER
2 0 1 9
(05) RELATIONSHIP
TO STUDENT A PARENT(S)/
STEP-PARENT B SPONSOR C LEGAL
GUARDIAN

(06) MARITAL STATUS OF PARENT(S)/ SEPERATED/

STEP-PARENT SPONSOR/ LEGAL
GUARDIAN (MARK ONE BOX ONLY)
A SINGLE B SINGLE
PARENT C MARRIED D COMMON-
LAW E DIVORCED/
WIDOWED

Parent #1 Parent #2
PARENT/STEP-PARENT/SPONSOR/LEGAL GUARDIAN PARENT/STEP-PARENT/SPONSOR/LEGAL GUARDIAN
(07) LAST NAME LAST NAME

(08) FIRST NAME (09) MIDDLE GENDER FIRST NAME MIDDLE GENDER

MALE FEMALE MALE FEMALE

(10) DATE OF BIRTH (11) SOCIAL INSURANCE NUMBER DATE OF BIRTH SOCIAL INSURANCE NUMBER
YEAR MONTH DAY YEAR MONTH DAY

(12) ADDRESS ADDRESS

APT/SUITE STREET NUMBER/PO BOX APT/SUITE STREET NUMBER/PO BOX

(13) STREET NAME STREET NAME

(14) CITY/TOWN CITY/TOWN

(15) COUNTRY PROVINCE/STATE POSTAL / ZIP CODE

(16) PROVINCE/STATE (17) POSTAL / ZIP CODE COUNTRY

(18) AREA CODE TELEPHONE NUMBER AREA CODE TELEPHONE NUMBER

( ) - ( ) -
PARENT E-MAIL ADDRESS:

CANADA REVENUE AGENCY CONSENT – must be signed and dated for this application to be complete
For the purpose of verifying the data provided in this application for student assistance, I hereby consent to the release, by the Canada Revenue Agency, to the BC Ministry of Advanced Education, Skills and Training
(or a person delegated by the ministry), of taxpayer information from any portion of my income tax records that pertains to information given by me on any StudentAid BC application. The information will be used solely
for the purpose of verifying information on my StudentAid BC application forms and for the general administration and enforcement of StudentAid BC policy and the Canada Student Financial Assistance Act. This
authorization is valid for the two taxation years prior to the year of signature of this consent, the year of signature of this consent and for any other subsequent consecutive taxation year for which assistance is requested.

Parent #1 Parent #2
PARENT/STEP-PARENT/SPONSOR/LEGAL GUARDIAN PARENT/STEP-PARENT/SPONSOR/LEGAL GUARDIAN
(50) SIGNATURE (IN INK) (51a) DATE SIGNED SIGNATURE (IN INK) (51b) DATE SIGNED
YEAR MONTH DAY YEAR MONTH DAY

✖ MUST BE SIGNED ✖ MUST BE SIGNED

StudentAid BC DECLARATION – must be signed and dated for this application to be complete
StudentAid BC DECLARATION - must be signed and dated for this application to be complete.
I. I/we understand that:
1. The student will have access to information provided in this appendix;
2. The student’s school will have access to information provided in this appendix;
3. The information in this appendix is subject to audit, investigation and verification as defined in the current program year’s StudentAid BC Policy Manual.
II. I/we understand that signing this declaration means:
1. I declare that the information I have given in this appendix is correct and complete and that I have not altered or added to any of the pre-printed application and/or appendix questions.
2. I authorize the student to notify StudentAid BC as soon as practical of any change in my income and/or assets, as defined in the current program year’s StudentAid BC Policy Manual.
3. For the purposes of verifying the accuracy of the personal information provided by me in this appendix, I consent to the collection, use and disclosure of my personal information between the BC Ministry of Advanced Education, Skills and Training, the
BC Ministry of Finance, the National Student Loans Service Centre, and any of their contractors, subcontractors or agents, each with each other, and with the following: financial institutions, lenders, educational institutions, financial aid offices, employers,
credit bureaus, credit reporting agencies, Aboriginal Organizations, federal and provincial Crown corporations, and federal, provincial, municipal ministries/departments/agencies, including but not limited to: BC Ministry of Social Development and Povery
Reduction, BC Ministry of Children and Family Development, BC Ministry of Health, BC Ministry of Attorney General, BC Ministry of Education, BC Public Service Agency, RoadSafe BC, Insurance Corporation of BC (and Service BC acting in the role of ICBC),
BC Assessment Authority, Land Title and Survey Authority of BC, BC Registry Services, WorkSafe BC, BC Vital Statistics Agency, the Office of the Superintendent of Bankruptcy Canada, Employment and Social Development Canada, Canada Revenue
Agency, Immigration, Refugees and Citizenship Canada. This consent takes effect on the date that I make the first submission of this Appendix to StudentAid BC, regardless of whether this Appendix is in electronic or written format.
ALL INFORMATION IS SUBJECT TO AUDIT AND VERIFICATION
Parent #1 Parent #2
PARENT/STEP-PARENT/SPONSOR/LEGAL GUARDIAN PARENT/STEP-PARENT/SPONSOR/LEGAL GUARDIAN
(52) SIGNATURE (IN INK) (53a) DATE SIGNED SIGNATURE (IN INK) (53b) DATE SIGNED
YEAR MONTH DAY YEAR MONTH DAY

✖ MUST BE SIGNED ✖ MUST BE SIGNED

Collection and use of information. The information included in this form and authorized above is collected and managed in accordance with sections 26(c) and 26(e) of the Freedom of Information and Protection of Privacy Act, R.S.B.C.
1996, c. 165, and under the authority of the Canada Student Financial Assistance Act, R.S.C. 1994, Chapter C-28 and StudentAid BC. The information provided will be used to determine eligibility for a benefit through StudentAid
BC and for research, statistical and evaluation purposes. If you have any questions about the collection and use of this information, contact the Executive Director, StudentAid BC, Ministry of Advanced Education, Skills and Training,
PO Box 9173, Stn Prov Govt, Victoria B.C., V8W 9H7, telephone 1-800-561-1818 toll-free in Canada/U.S. or (250)-387-6100 from outside North America
WHEN COMPLETED, RETURN APPENDIX 1 TO THE STUDENT. If two parents have completed Appendix 1, ensure BOTH Parent #1 AND Parent#2 signature blocks are signed.
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 PARENT(S)/STEP-PARENT/SPONSOR/LEGAL GUARDIAN INFORMATION Appendix 1
STUDENT’S APPLICATION NUMBER
2 0 1 9

(34) How much will you and your spouse/common-law partner be giving the student during this study period?
Please include money, total cashed Registered Education Savings Plans (RESPs) and scholarship trust funds. $ .00

List only the student and eligible dependants as per the attached instructions page. Read i .

Parent #1 YOU MUST ENTER ‘0’ IF NO INCOME OR ASSETS Parent #2

PARENT/STEP-PARENT/ PARENT/STEP-PARENT/
SPONSOR/LEGAL GUARDIAN SPONSOR/LEGAL GUARDIAN
(35) Enter your reported total income from line 150 of your 2018 income
$ .00 tax return. If you did not file a 2018 income tax return, enter your total $ .00
income from all sources both inside and outside of Canada.
(36) Enter the total net value of all Canadian and foreign assets (do not
$ .00 include RRSPs, principal residence or business). Enter ‘0’ if none. $ .00

INDICATE AMOUNTS PAYABLE ON YOUR 2018 INCOME TAX RETURNS

YOU MUST ENTER ‘0’ IF NO INCOME OR ASSETS
(37) Total income tax from line 435. Enter ‘0’ if none.
$ .00 $ .00
(38) Canada Pension Plan contributions (CPP) from line 308 (contributions
$ .00 through employment). Enter ‘0’ if none. $ .00
(39) Canada Pension Plan contributions (CPP) from line 310 (contributions
$ .00 payable on self-employment and other earnings). Enter ‘0’ if none. $ .00
(40) Employment insurance (EI) from line 312. Enter ‘0’ if none.
$ .00 $ .00

Do not include your spouse/common-law partner DATE OF BIRTH

STUDENT'S NAME YEAR MONTH DAY

WAS THIS DEPENDANT

OTHER ELIGIBLE DEPENDANT NAME(S) IS DEPENDANT ATTENDING
DATE OF BIRTH CLAIMED ON YOUR 2018
(Do not include student reported above) POST-SECONDARY?
Y Y Y Y M M D D TAX RETURN?

/ / YES NO YES NO

/ / YES NO YES NO

/ / YES NO YES NO

/ / YES NO YES NO

YOU MUST COMPLETE THE REVERSE SIDE OF THIS APPENDIX

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