Applicants randomly selected for verification by either the U.S. Department of Education or the Financial Aid Office must complete a verification worksheet form (Independent or Dependent) and provide any additional documentation requested by the Financial Aid Office. Financial Aid applications are not considered complete and funds will not be disbursed until the verification process is complete.
of all required documents with the
Income Tax Returns
Students now have the option of utilizing the IRS Data Retrieval option on the FAFSA. If you choose to have your tax data transferred to FAFSA via IRS data retrieval, you are NOT required to submit tax forms. However, you may be contacted at a later date to submit tax forms to clarify financial data on your FAFSA. Although the IRS Data Retrieval is not mandatory, it is highly recommended for your to use this option for speedier and a more accurate processing of your financial aid.
|The following links will assist you when completing the FAFSA:|
|1.||How to complete the IRS Data Retrieval process for Parents and/or|
|Students when filling out the FAFSA.|
|2.||How to order Tax Return Transcripts from the IRS.|
“When requesting Tax Return Transcripts do not use the option to forward transcripts to a third party, due to we will not be able to match transcript to student file. Transcripts must be sent to tax filer.”
Students chosen for verification who cannot use the IRS Data Retrieval, should submit an IRS Tax Return Transcript as listed below. The student's name and Z number should be printed on the top right hand corner of student's, parent's or spouse's tax returns.
|* Dependent Students: Student's and parent's IRS Tax Return Transcript.|
|* Independent Students: Student's IRS Tax Return Transcript.|
|* Married Students: Student's and spouse's IRS Tax Return Transcript.|
Students, parents, and/or spouses who are not required to file a tax return must provide appropriate income information on the verification form along with a notarized statement verifying income for that tax year.
Form 4506-T, can be used to request the IRS Tax Return Transcripts, W-2 information, 1099 information, verification of non-filing and record of account. You may request the IRS Tax Return Transcript online visiting the IRS website at http://www.irs.gov/individuals/article/0,,id=232168,00.html or by calling (800) 908-9946.
NOTE: For more information regarding Tax Return Transcripts and to view a sample of a Tax Return Transcript, please visit the IRS website.
Help Regarding Student Requirements
For more help regarding required documentation definitions, please refer to the Document Help Page.