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Financial Aid

Verification

Verification Deadlines
CAS Early Decision
November 29, 2017
CAS Early Action
December 14, 2017
CAS Regular Students
February 15, 2018
CAS Continuing Students
March 30, 2018
Graduate & Law Students
April 13, 2018

Federal verification is a process which requires a college to collect documentation to verify and correct information reported on your financial aid application. If the Department of Education selects your application for federal verification, all requirements must be completed before our office can finalize a financial aid award offer. It should be noted: Any corrections made to your financial aid application may impact your eligibility for aid.

Undergraduate

Tax Filers

To complete the Federal verification process you must verify your income and complete a verification worksheet. Select one of the options below to get started!

Option #1: Data Retrieval Tool (DRT)

The Data Retrieval Tool (DRT) is the fastest and easiest way to verify income tax information. If you already used the DRT to import tax information into the FAFSA, you have completed this part of the verification process, and can skip to the verification worksheet link below.

  • To use DRT you must log into your 2018-19 FAFSA.
  • In the “Financial Information”section, you will need to answer questions to determine your eligibility to use the IRS Data Retrieval Tool, and select the “LINK TO IRS” button.
    • Dependent Students: When asked if parent(s) completed a 2016 tax return, update the response to “Already completed and answer the other two questions.
    • Independent Students: When asked if you (and spouse if applicable) completed a 2016 tax return, update the response to “Already completed and answer the other two questions.
  • The IRS page will require you to authenticate your identity by entering your personal data exactly as it appears on your tax return.
  • To import your tax information into the FAFSA select the box under the “Transfer My Tax Information into the FAFSA” section and select the “Transfer Now” button to import your data and return to the FAFSA.
  • The tax data will not be visible to you in the FAFSA, however you will see the phrase “Transferred from the IRS” under each of the fields where you imported data.
    • Dependent Students: If the student filed a 2016 federal tax return, repeat these steps in the student section of the FAFSA.
    • Navigate to the Sign & Submit section of the FAFSA to submit the corrections. You’re Done! (Note: For dependent students: both the student and a parent must sign & submit the corrections)

—OR—

Option #2: Tax Return Transcript (TRT)

If you were not able to use the IRS Data Retrieval Tool, you may submit a Tax Return Transcript.

  • A copy of your 2016 Tax Return Transcript can be obtained directly from the IRS. To order a Tax Return Transcript visit the IRS website for details. If you choose to have your tax transcript mailed to you, it may take the IRS several weeks to fulfill your request. Once you receive your transcript, keep a copy for your records, and submit a copy to our office by email, fax, or mail. Note: If you reported a marital status of “married” on the FAFSA, but you and your spouse file taxes as “married, filing separate,” you must submit a separate Tax Return Transcript for your spouse.

—OR—

Option #3: Non-Tax Filers

If you did not file federal taxes for 2016 you must submit the following documentation to our office:

Dependent Students:

  • Parent Verification of Non-Filing Letter: If your parent(s) did not and were not required to file taxes for 2016, you must submit a Verification of Non-filing Letter (VONF) obtained directly from the IRS. The letter must be for tax year 2016, and dated after October 1, 2017. To request a letter you may visit the IRS website to print Form 4506-T, check box 7, and follow their directions for submitting the form.
  • Copies of all Parent(s) W-2 Forms
  • Copies of all Student W-2 Forms
  • 2018-19 Dependent Verification Worksheet: All dependent students are required to sign the worksheet along with at least one parent signature.

Independent Students:

  • Student Verification of Non-Filing Letter: If you did not file, and were not required to file taxes for 2016, you must submit a Verification of Non-filing Letter (VONF) obtained directly from the IRS. The letter must be for tax year 2016, and dated after October 1, 2017. To request a letter you may visit the IRS website to print Form 4506-T, check box 7, and follow their directions for submitting the form.
  • Copies of all Student (and Spouse if applicable) W-2 Forms
  • 2018-19 Independent Verification Worksheet

Graduate

Tax Filers

To complete the Federal verification process you must verify your income and complete a verification worksheet. Select one of the options below to get started!

Option #1: Data Retrieval Tool (DRT)

The Data Retrieval Tool (DRT) is the fastest and easiest way to verify income tax information. If you already used the DRT to import tax information into the FAFSA, you have completed this part of the verification process, and can skip to the verification worksheet link below.

  • To use DRT you must log into your 2018-19 FAFSA.
  • In the “Financial Information”section, you will need to answer questions to determine your eligibility to use the IRS Data Retrieval Tool, and select the “LINK TO IRS” button.
  • The IRS page will require you to authenticate your identity by entering your personal data exactly as it appears on your tax return.
  • To import your tax information into the FAFSA select the box under the “Transfer My Tax Information into the FAFSA” section and select the “Transfer Now” button to import your data and return to the FAFSA.
  • The tax data will not be visible to you in the FAFSA, however you will see the phrase “Transferred from the IRS” under each of the fields where you imported data.
  • Navigate to the Sign & Submit section of the FAFSA to submit the corrections. You’re Done!

Complete a 2018-19 Verification Worksheet:

—OR—

Option #2: Tax Return Transcript (TRT)

If you were not able to use the IRS Data Retrieval Tool, you may submit a Tax Return Transcript

  • A copy of your 2016 Tax Return Transcript obtained directly from the IRS. To order a Tax Return Transcript visit the IRS website for details. If you choose to have your tax transcript mailed to you, it may take the IRS several weeks to fulfill your request. Once you receive your transcript, keep a copy for your records, and submit a copy to our office by email, fax, or mail. Note: If you reported a marital status of “married” on the FAFSA, but you and your spouse file taxes as “married, filing separate,” you must submit a separate Tax Return Transcript for your spouse.”

Complete a 2018-19 Verification Worksheet:

—OR—

Option #3: Non-Tax Filers

If you did not file federal taxes for 2016 you must submit the following documentation to our office:

  • Student Verification of Non-Filing Letter: If you (and your spouse, if applicable) did not and were not required to file taxes for 2016, you must submit a Verification of Non-filing Letter (VONF) obtained directly from the IRS. The letter must be for tax year 2016, and dated after October 1, 2017. To request a letter you may visit the IRS website to print Form 4506-T, check box 7, and follow their directions for submitting the form.
  • Copies of all Student (and Spouse if applicable) W-2 Forms
  • 2018-19 Independent Verification Worksheet

Law

Tax Filers

To complete the Federal verification process you must verify your income and complete a verification worksheet. Select one of the options below to get started!

Option #1: Data Retrieval Tool (DRT)

The Data Retrieval Tool (DRT) is the fastest and easiest way to verify income tax information. If you already used the DRT to import tax information into the FAFSA, you have completed this part of the verification process, and can skip to the verification worksheet link below.

  • To use DRT you must log into your 2018-19 FAFSA.
  • In the “Financial Information”section, you will need to answer questions to determine your eligibility to use the IRS Data Retrieval Tool, and select the “LINK TO IRS” button.
  • The IRS page will require you to authenticate your identity by entering your personal data exactly as it appears on your tax return.
  • To import your tax information into the FAFSA select the box under the “Transfer My Tax Information into the FAFSA” section and select the “Transfer Now” button to import your data and return to the FAFSA.
  • The tax data will not be visible to you in the FAFSA, however you will see the phrase “Transferred from the IRS” under each of the fields where you imported data.
  • Navigate to the Sign & Submit section of the FAFSA to submit the corrections. You’re Done!

Complete a 2018-19 Verification Worksheet:

—OR—

Option #2: Tax Return Transcript (TRT)

If you were not able to use the IRS Data Retrieval Tool, you may submit a Tax Return Transcript

  • A copy of your 2016 Tax Return Transcript can be obtained directly from the IRS. To order a Tax Return Transcript visit the IRS website for details. If you choose to have your tax transcript mailed to you, it may take the IRS several weeks to fulfill your request. Once you receive your transcript, keep a copy for your records, and submit a copy to our office by email, fax, or mail. Note: If you reported a marital status of “married” on the FAFSA, but you and your spouse file taxes as “married, filing separate,” you must submit a separate Tax Return Transcript for your spouse.

Complete a 2018-19 Verification Worksheet:

—OR—

Option #3: Non-Tax Filers

If you did not file federal taxes for 2016 you must submit the following documentation to our office:

  • Student Verification of Non-Filing Letter: If you (and your spouse, if applicable) did not and were not required to file taxes for 2016, you must submit a Verification of Non-filing Letter (VONF) obtained directly from the IRS. The letter must be for tax year 2016, and dated after October 1, 2017. To request a letter you may visit the IRS website to print Form 4506-T, check box 7, and follow their directions for submitting the form.
  • Copies of all Student (and Spouse if applicable) W-2 Forms
  • 2018-19 Independent Verification Worksheet

Special Situations

If you find yourself in one of the rare situations below, you will need to submit different or additional documentation to our office in order to verify your income data.

Dependent Student: Parents are married but Filed separate federal tax returns

Each parent (or step-parent) will need to request his/her own Tax Return Transcript from the IRS. Both need to be submitted to our office along with a signed verification worksheet.

  • A copy of your 2016 Tax Return Transcript obtained directly from the IRS. To order a Tax Return Transcript visit the IRS website for details. If you choose to have your tax transcript mailed to you, it may take the IRS several weeks to fulfill your request. Once you receive your transcript, keep a copy for your records, and submit a copy to our office by email, fax, or mail.

and

Independent Student: You and your spouse are married but filed separate federal tax returns

The student and the student’s spouse will need to request his/her own Tax Return Transcript from the IRS. Both need to be submitted to our office along with a verification worksheet.

  • A copy of your 2016 Tax Return Transcript obtained directly from the IRS. To order a Tax Return Transcript visit the IRS website for details. If you choose to have your tax transcript mailed to you, it may take the IRS several weeks to fulfill your request. Once you receive your transcript, keep a copy for your records, and submit a copy to our office by email, fax, or mail.

and

An amended Federal Tax return (form 1040X) was filed

You must submit all of the following documents:

  • A signed copy of the IRS Form 1040X that was filed with the IRS.
  • A copy of one of the following 2016 Federal tax documents:
    • A Tax Return Transcript or acceptable IRS alternative, such as a Record of Account Transcript, a Return Transcript for Taxpayer (RTFTP), or an Information Returns Processing Transcript Request—Wages (IRPTR-W).
A tax filing extension was granted

You must submit all of the following documents:

  • A copy of IRS Form 4868 “Application for Automatic Extension of Time to File U.S. Individual Income Tax Return,” which gives taxpayers until October 15th to file a return.
  • A copy of unexpired IRS approval of extension beyond the automatic six-month extension.
  • Verification of Non-filing Letter from the IRS or other relevant tax authority dated on or after October 1, 2017. (This letter is confirmation that the tax return has not yet been filed).
  • A copy of all 2016 W-2 forms.
  • If self-employed, a signed statement certifying the amount of the Individual’s Adjusted Gross Income (AGI) and U.S. income taxes paid for tax year 2016.

and

A non-U.S. tax return was filed

If you filed a 2016 tax return with Guam, the Commonwealth of the Northern Mariana Islands, the Commonwealth of Puerto Rico, or the U.S. Virgin Islands you may submit a signed copy of the tax return which was filed with the relevant tax authority. However, if we must question the accuracy of the data on the signed copy of the income tax return, you will need to submit a copy of the tax account information issued by the relevant tax authority at a later date.

If you filed a 2016 tax return with the tax authority for American Samoa, you must submit a copy of your tax account information.

If you filed a 2016 tax return with a tax authority not mentioned above (i.e., a foreign tax authority) you must submit a copy of the tax account information issued by the relevant tax authority as long as you can obtain the information for free. However, if the tax authority charges a fee to obtain verification of your tax account information, you may submit the following instead: A signed copy of your non-U.S. tax return and documentation which shows the tax authority charges a fee to obtain information about your taxes. (NOTE: If your tax return is not in English, you will also need to provide an English translation of the information on the document).

and

Victims of Identity Theft

Victims of identity theft who cannot use the Data Retrieval Tool (DRT) or obtain a Tax Return Transcript, must do the following:

  • Call the IRS Identity Protection Specialized Unit at 1-800-908-4490 to request a copy of an alternate paper tax return transcript called TRDBV (Transcript DataBase View).
  • Submit a signed & dated statement from the tax filer to our office indicating you were a victim of IRS tax-related identity theft, and that the IRS has been made aware of the tax-related identity theft.
  • Submit a copy of the TRDBV (Transcript DataBase View) transcript or any other IRS tax transcript that includes all of your 2016 income and tax information, which you obtained directly from the IRS.


and

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