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Office of Financial Aid & Scholarships

Verification

In order to check the accuracy of information reported on the FAFSA, the U.S. Department of Education selects aid applicants to undergo the verification process. Applicants can be selected for verification when they initially submit a FAFSA, or when corrections are submitted. Students who are selected for verification will have a message printed on their SAR.

Financial Aid Adjustments

We are required by federal law to collect information from applicants who are selected for verification, and to resolve any discrepancies that may exist between information reported on a FAFSA and information submitted to complete the verification process.

There are cases in which verification increases a student’s eligibility for aid, and other cases in which eligibility is reduced. Financial aid cannot be paid to a student’s account until the verification process is completed.

Required Documents

The Department of Education has developed a customized approach to verification. Items required to verify may vary for each student selected for verification. Students can see what documents are required for verification by selecting “Financial Aid & Scholarships” from the menu on eServices.

Submission Deadline

If selected for verification, all required documents must be received by the Office of Financial Aid and Scholarships within 30 days of notification or your last date of attendance, whichever is earlier. Failure to do so may forfeit your eligibility to receive financial aid.

IRS Tax Return Transcripts

Tax filers can request a federal tax return transcript, free of charge, directly from the IRS using one of the following methods:

Online Request

Transcript by Mail

Telephone Request

Amended Tax Returns

Tax filers who filed an Amended Tax Return must submit the following documents in lieu of a tax return transcript:

  1. A transcript obtained from the IRS that lists tax account information of the tax filer for the tax year; and
  2. A signed copy of the IRS Form 1040X that was filed with the IRS or the IRS Record of Account Transcript

Non-IRS (Foreign) Income Information

Tax filers who filed an income tax return with a taxing authority in a U.S. territory (Guam, American Samoa, the U.S. Virgin Islands) or commonwealth (Puerto Rico and the Northern Mariana Islands) or with a foreign central government, must submit:

  1. Copy of a transcript of their tax information to the institution if a transcript is available at no charge from that jurisdiction’s taxing authority.

    If tax filers are unable to obtain a free copy of a transcript of their tax information, then
    A signed copy of the applicable income tax return that was filed with the taxing authority is acceptable

AND

  1. Translate in English and in US dollar amounts based on the exchange rate the day the FAFSA was filed and circle the amounts for:
    1. Adjusted Gross Income - This is the total income plus interest and dividend income minus housing allowances and minus contributions to retirement accounts. (Housing allowances and contributions to retirement accounts are reported separately on the FAFSA.)
    2. Income taxes paid
    3. Wages earned

Nontax filers who are residents of the Freely Associated States (Republic of the Marshall Islands, the Republic of Palau, the Federated States of Micronesia), and a U.S. territory or commonwealth or a foreign central government who are not required to file an income tax return  under that taxing authority’s rules must submit:

  1. Copy of their Wage and Tax Statement (or equivalent documentation) for each source of employment income received

AND

  1. A signed statement identifying all of the individual’s income and taxes translated in English and in US dollar amounts based on the exchange rate the day the FAFSA was filed.

Victim of Identity Theft

Victims of identity theft will not be able to complete the IRS data retrieval process. And, a tax return transcript will not be issued from the IRS.

If a tax return transcript is required from a victim of identity theft, the following documents can be provided in lieu of a tax return transcript:

  1. A Tax Return DataBase View (TRDBV) obtained from the IRS after the Identity Protection Specialized Unit (IPSU) authenticates the tax filer’s identity. Authentication can be obtained by contacting the IPSU at 800-908-4490 or by going to the ID theft website on irs.gov; and,
  2. A signed and dated statement by the tax filer indicating that they were a victim of IRS tax-related identity theft and that the IRS has been made aware of the tax-related identity theft.