How to Move Home Equity Into a Non-Includable Asset

When your child approaches the end of his high school career and begins to investigate college, one of the most important aspects is the cost of higher education. Many universities offer in-house scholarship programs and need-based financial aid, and a number of these schools consider the amount of equity in the parent’s home as a source of funding for college. There are legal and legitimate methods of transferring your home equity into an asset that is outside the boundaries of financial aid calculations.

Things You'll Need

  • Home equity loan or line of credit
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Instructions

    • 1

      Determine if your child’s university uses the CSS Profile application in addition to the FAFSA. These two forms are used by many colleges to determine your financial capabilities, and ultimately affect the amount of aid your child receives. Your home equity may be viewed as an asset when calculating need-based financial aid.

    • 2

      Obtain a home equity loan or line of credit. To prevent your home’s equity from negatively impacting your ability to obtain need-based aid for your child, you must reduce or eliminate the amount of equity in your property.

    • 3

      Transfer your home’s equity into a non-includable asset such as a fixed or indexed annuity. Some university financial aid applications request information about retirement accounts, but rarely penalize you for high balances or reduce the amount of aid based on the size of these accounts. According to the Financial Aid Supersite, “one way to shelter your home equity from both the CSS Profile and the FAFSA is to move it inside a non-includable asset.”

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