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Verification

Verification Deadlines
CAS Early Decision
November 25, 2020
CAS Early Action
December 7, 2020
CAS Regular Students
February 12, 2021
CAS Continuing Students
March 29, 2021
Graduate & Law Students
April 15, 2021

En español

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 2021-22 FAFSA.
  • Select “Make FAFSA Corrections” and navigate to the “Financial Information” section. Follow the instructions to determine if the parent(s) are eligible to use the IRS Data Retrieval Tool.
    • Dependent Students: When asked if parent(s) completed a 2019 tax return, update the response to “Already completed and follow the prompts.
    • Independent Students: When asked if you (and spouse if applicable) completed a 2019 tax return, update the response to “Already completed and follow the prompts.
  • 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 2019 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)

— and —

—OR—

Option #2: Copies of 2019 Tax Return or Information 

If you were not able to use the IRS Data Retrieval Tool, you may submit one of the following tax documents as well as a completed verification worksheet:

1) A SIGNED copy of your 2019 federal tax return and all associated Schedules. 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 SIGNED copy of a 2019 federal tax return and Schedules for your spouse.

OR

2) A copy of a 2019 Tax Return Transcript, which may be obtained directly from the IRS. 

  • Online Request: Go to IRS.gov/transcript. Choose “Get Transcript Online” for instant delivery via PDF, or choose “Get Transcript by Mail” for postal delivery within 5-10 days. Make sure to request the 2019 IRS Tax Return Transcript and NOT the IRS Tax Account Transcript.
  • Paper Request: Download IRS Form 4506T-EZ. Complete lines 1-4, enter “2019” on line 6, and sign. Submit to the IRS as instructed on page 2 of the form, being sure to use the correct address or fax number for your state of filing.
  • Telephone Request: Call 1-800-908-9946. After following the prompts, select option 2 to request a Tax Return Transcript (NOT a Tax Account Transcript) and then enter “2019.”

— and —

—OR—

Option #3: Non-Tax Filers

If you did not file federal taxes for 2019 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 2019, you must submit a Verification of Non-filing Letter (VONF) obtained directly from the IRS. The letter must be for tax year 2019, and dated after October 1, 2020. To request a letter:
    • Online Request: Go to IRS.gov/transcript. Choose “Get Transcript Online” for instant delivery via PDF, or choose “Get Transcript by Mail” for postal delivery within 5-10 days. Request a 2019 Verification of Non-Filing Letter. 
    • Paper Request: Download IRS Form 4506-T. Complete lines 1-4, check the box on line 7, and enter “12/31/2019” on line 9. Check the attestation box, sign, date, and submit to the IRS as instructed on page 2 of the form. Mail or fax to Utah or Missouri depending on your state of residence.
  • Special Note: If your parent(s) made a good-faith effort and tried, but was/were unable, to obtain a Verification of Non-filing Letter (VONF) from the IRS or other tax authorities please contact the Financial Aid Office. We can discuss the situation with you and determine if they are able to submit a signed statement to certify all of the following:
    • They attempted to obtain the VONF from the IRS or other tax authorities and was unable to obtain the required documentation, and
    • They have not filed and were not required to file a 2019 income tax return, and
    • They must list the sources and amounts of any 2019 income earned from work.

— and —

  • Copies of all Parent(s) 2019 W-2 Forms
  • Copies of all Student 2019 W-2 Forms

— and —

  • Download and complete a 2021-22 Dependent Verification Worksheet. You will need to print your completed form and sign/date it prior to submitting it to the Financial Aid Office. 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 2019, you must submit a Verification of Non-filing Letter (VONF) obtained directly from the IRS. The letter must be for tax year 2019, and dated after October 1, 2020. To request a letter:
    • Online Request: Go to IRS.gov/transcript. Choose “Get Transcript Online” for instant delivery via PDF, or choose “Get Transcript by Mail” for postal delivery within 5-10 days. Request a 2019 Verification of Non-Filing Letter.
    • Paper Request: Download IRS Form 4506-T. Complete lines 1-4, check the box on line 7, and enter “12/31/2019” on line 9. Check the attestation box, sign, date, and submit to the IRS as instructed on page 2 of the form. Mail or fax to Utah or Missouri depending on your state of residence.
  • Special Note: If you (and/or your spouse) made a good-faith effort and tried, but was/were unable, to obtain a Verification of Non-filing Letter (VONF) from the IRS or other tax authorities please contact the Financial Aid Office. We can discuss the situation with you and determine if you/they are able to submit a signed statement to certify all of the following:
    • You/They attempted to obtain the VONF from the IRS or other tax authorities and was/were unable to obtain the required documentation, and
    • You/They have not filed and were not required to file a 2019 income tax return, and
    • You/They must list the sources and amounts of any 2019 income earned from work.

— and —

  • Copies of all Student (and Spouse if applicable) 2019 W-2 Forms

— and —

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 2021-22 FAFSA.
  • Select “Make FAFSA Corrections” and navigate to the “Financial Information” section. Follow the instructions to determine if you (and your spouse, if applicable) are eligible to use the IRS Data Retrieval Tool.
    • Independent Students: When asked if you (and spouse if applicable) completed a 2019 tax return, update the response to “Already completed and follow the prompts.
  • 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! 

— and —

—OR—

Option #2: Copies of 2019 Tax Return Information 

If you were not able to use the IRS Data Retrieval Tool, you may submit one of the following tax documents as well as a completed verification worksheet:

1) A SIGNED copy of your 2019 federal tax return and all associated Schedules. 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 SIGNED copy of a 2019 federal tax return and Schedules for your spouse.

OR

2) A copy of a 2019 Tax Return Transcript, which may be obtained directly from the IRS.

  • Online Request: Go to IRS.gov/transcript. Choose “Get Transcript Online” for instant delivery via PDF, or choose “Get Transcript by Mail” for postal delivery within 5-10 days. Make sure to request the 2019 IRS Tax Return Transcript and NOT the IRS Tax Account Transcript.
  • Paper Request: Download IRS Form 4506T-EZ. Complete lines 1-4, enter “2019” on line 6, and sign. Submit to the IRS as instructed on page 2 of the form, being sure to use the correct address or fax number for your state of filing.
  • Telephone Request: Call 1-800-908-9946. After following the prompts, select option 2 to request a Tax Return Transcript (NOT a Tax Account Transcript) and then enter “2019.”

— and —

—OR—

Option #3: Non-Tax Filers

If you (and your spouse, if applicable) did not and were not required to file taxes for 2019, you must submit a Verification of Non-filing Letter (VONF) obtained directly from the IRS. The letter must be for tax year 2019, and dated after October 1, 2020. To request a letter

    •  Online Request: Go to IRS.gov/transcript. Choose “Get Transcript Online” for instant delivery via PDF, or choose “Get Transcript by Mail” for postal delivery within 5-10 days. Request a 2019 Verification of Non-Filing Letter.
    • Paper Request: Download IRS Form 4506-T. Complete lines 1-4, check the box on line 7, and enter “12/31/2019” on line 9. Check the attestation box, sign, date, and submit to the IRS as instructed on page 2 of the form. Mail or fax to Utah or Missouri depending on your state of residence.
  • Special Note: If you (and/or your spouse) made a good-faith effort and tried, but was/were unable, to obtain a Verification of Non-filing Letter (VONF) from the IRS or other tax authorities please contact the Financial Aid Office. We can discuss the situation with you and determine if you/they are able to submit a signed statement to certify all of the following:
    • You/They attempted to obtain the VONF from the IRS or other tax authorities and was/were unable to obtain the required documentation, and
    • You/They have not filed and were not required to file a 2019 income tax return, and
    • You/They must list the sources and amounts of any 2019 income earned from work.

and

  • Copies of all Student (and Spouse if applicable) 2019 W-2 Forms

and

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 2021-22 FAFSA.
  • Select “Make FAFSA Corrections” and navigate to the “Financial Information” section. Follow the instructions to determine if you (and your spouse, if applicable) are eligible to use the IRS Data Retrieval Tool.
    • Independent Students: When asked if you (and spouse if applicable) completed a 2019 tax return, update the response to “Already completed and follow the prompts.
  • 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!

and

—OR—

Option #2: Copies of 2019 Tax Return Information

If you were not able to use the IRS Data Retrieval Tool, you may submit one of the following tax documents as well as a completed verification worksheet:

1) A SIGNED copy of your 2019 federal tax return and all associated Schedules. 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 SIGNED copy of a 2019 federal tax return and Schedules for your spouse.

OR

2) A copy of a 2019 Tax Return Transcript, which may be obtained directly from the IRS.

  • Online Request: Go to IRS.gov/transcript. Choose “Get Transcript Online” for instant delivery via PDF, or choose “Get Transcript by Mail” for postal delivery within 5-10 days. Make sure to request the 2019 IRS Tax Return Transcript and NOT the IRS Tax Account Transcript.
  • Paper Request: Download IRS Form 4506T-EZ. Complete lines 1-4, enter “2019” on line 6, and sign. Submit to the IRS as instructed on page 2 of the form, being sure to use the correct address or fax number for your state of filing.
  • Telephone Request: Call 1-800-908-9946. After following the prompts, select option 2 to request a Tax Return Transcript (NOT a Tax Account Transcript) and then enter “2019.”

and

—OR—

Option #3: Non-Tax Filers

If you (and your spouse, if applicable) did not and were not required to file taxes for 2019, you must submit a Verification of Non-filing Letter (VONF) obtained directly from the IRS. The letter must be for tax year 2019, and dated after October 1, 2020. To request a letter

    • Online Request: Go to IRS.gov/transcript. Choose “Get Transcript Online” for instant delivery via PDF, or choose “Get Transcript by Mail” for postal delivery within 5-10 days. Request a 2019 Verification of Non-Filing Letter.
    • Paper Request: Download IRS Form 4506-T. Complete lines 1-4, check the box on line 7, and enter “12/31/2019” on line 9. Check the attestation box, sign, date, and submit to the IRS as instructed on page 2 of the form. Mail or fax to Utah or Missouri depending on your state of residence.
  • Special Note: If you (and/or your spouse) made a good-faith effort and tried, but was/were unable, to obtain a Verification of Non-filing Letter (VONF) from the IRS or other tax authorities please contact the Financial Aid Office. We can discuss the situation with you and determine if you/they are able to submit a signed statement to certify all of the following:
    • You/They attempted to obtain the VONF from the IRS or other tax authorities and was/were unable to obtain the required documentation, and
    • You/They have not filed and were not required to file a 2019 income tax return, and
    • You/They must list the sources and amounts of any 2019 income earned from work.

and

  • Copies of all Student (and Spouse if applicable) 2019 W-2 Forms

and

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 provide a copy of their federal taxes or 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 SIGNED copy of your 2019 federal tax return and all associated Schedules, OR
  • A copy of your 2019 Tax Return Transcript obtained directly from the IRS. To order a Tax Return Transcript:
    • Online Request: Go to IRS.gov/transcript. Choose “Get Transcript Online” for instant delivery via PDF, or choose “Get Transcript by Mail” for postal delivery within 5-10 days. Make sure to request the 2019 IRS Tax Return Transcript and NOT the IRS Tax Account Transcript.
    • Paper Request: Download IRS Form 4506T-EZ. Complete lines 1-4, enter “2019” on line 6, and sign. Submit to the IRS as instructed on page 2 of the form, being sure to use the correct address or fax number for your state of filing.
    • Telephone Request: Call 1-800-908-9946. After following the prompts, select option 2 to request a Tax Return Transcript (NOT a Tax Account Transcript) and then enter “2019.”

and

  • Download and complete a 2021-22 Dependent Verification Worksheet. You will need to print your completed form and sign/date it prior to submitting it to the Financial Aid Office. All dependent students are required to sign the worksheet along with at least one parent signature.
Independent Student: You and your spouse are married but filed separate federal tax returns

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

  • A SIGNED copy of your 2019 federal tax return and all associated Schedules, OR
  • A copy of your 2019 Tax Return Transcript obtained directly from the IRS. To order a Tax Return Transcript:
    • Online Request: Go to IRS.gov/transcript. Choose “Get Transcript Online” for instant delivery via PDF, or choose “Get Transcript by Mail” for postal delivery within 5-10 days. Make sure to request the 2019 IRS Tax Return Transcript and NOT the IRS Tax Account Transcript.
    • Paper Request: Download IRS Form 4506T-EZ. Complete lines 1-4, enter “2019” on line 6, and sign. Submit to the IRS as instructed on page 2 of the form, being sure to use the correct address or fax number for your state of filing.
    • Telephone Request: Call 1-800-908-9946. After following the prompts, select option 2 to request a Tax Return Transcript (NOT a Tax Account Transcript) and then enter “2019.”

and

  • Download and complete a 2021-22 Independent Verification Worksheet. You will need to print your completed form and sign/date it prior to submitting it to the Financial Aid Office. All dependent students are required to sign the worksheet along with at least one parent signature.
An amended federal tax return (IRS 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 for 2019.
  • A copy of one of the following 2019 Federal tax documents:
    • A signed copy of the 2019 IRS 1040 Form and all associated Schedules that was filed with the IRS, or
    • A copy of a 2019 Tax Return Transcript or acceptable IRS alternative such as a Record of Account Transcript, a Return Transcript for Taxpayer (RTFTP), and/or an Information Returns Processing Transcript Request—Wages (IRPTR-W), or
    • You may log into the FAFSA and use the Data Retrieval Tool to update the income information electronically, by importing it directly from the IRS.

— and —

A tax filing extension was granted

You must submit all of the following documents:

  • A copy of the IRS’s approval of an extension beyond the automatic six-month extension for tax year 2019 (e.g., IRS Form 2350).
  • Verification of Non-filing Letter from the IRS dated on or after October 1, 2020. (This letter is confirmation that the 2019 tax return has not yet been filed).
    • Special Note: If a good-faith effort was made and you (your parent and/or spouse) tried, but were unable, to obtain a Verification of Non-filing Letter (VONF) from the IRS or other tax authorities please contact the Financial Aid Office. We can discuss the situation with you and determine if you/they are able to submit a signed statement to certify all of the following:
      • You/They attempted to obtain the VONF from the IRS or other tax authorities and was/were unable to obtain the required documentation, and
      • You/They have not filed and were not required to file a 2019 income tax return, and
      • You/They must list the sources and amounts of any 2019 income earned from work.

— and —

  • A copy of all 2019 W-2 forms.
  • If self-employed, a signed statement certifying the amount of the Adjusted Gross Income (AGI) and U.S. income taxes paid for tax year 2019. Note: This information may be included in the certification statement described earlier, for those unable to obtain a copy of a Verification of Non-filing Letter.

and

A non-U.S. tax return was filed

If you filed a 2019 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 2019 tax return with the tax authority for American Samoa, you must submit a copy of your tax account information.

If you filed a 2019 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) to import their 2019 tax information or obtain a Tax Return Transcript for their 2019 federal taxes, 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) for the 2019 tax year.
  • 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 2019 income and tax information, which you obtained directly from the IRS.


and

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