V4A 2020–2021 Verification Worksheet Dependent Student

V4A 2020–2021 Verification Worksheet Dependent Student
Your 2020–2021 Free Application for Federal Student Aid (FAFSA) was selected for review in a process called verification. The law says that before awarding Federal Student Aid, we may ask you to confirm the information you and your parents reported on your FAFSA. To verify that you provided correct information the financial aid administrator at your school will compare your FAFSA with the information on this worksheet and with any other required documents. If there are differences, your FAFSA information may need to be corrected. You and at least one parent must complete and sign this worksheet, attach any required documents, and submit the form and other required documents to the financial aid administrator at your school. Your school may ask for additional information. If you have questions about verification, contact your financial aid administrator as soon as possible so that your financial aid will not be delayed.

Dependent Student’s Information

Number of Household Members and Number in College (Dependent Student)

Number of Household Members: List below the people in the parents’ household. Include:

  • The student.
  • The parents (including a stepparent) even if the student doesn’t live with the parents.
  • The parents’ other children if the parents will provide more than half of the children’s support from July 1, 2020, through June 30, 2021, or if the other children would be required to provide parental information if they were completing a FAFSA for 2020–2021. Include children who meet either of these standards even if the children do not live with the parents.
  • Other people if they now live with the parents and the parents provide more than half of the other person’s support and will continue to provide more than half of their support through June 30, 2021
Number in College: Please Include in the space below information about any household member, excluding the parents, who is, or who will be, enrolled at least half time in a degree, diploma, or certificate program at an eligible postsecondary educational institution any time between July 1, 2020, and June 30, 2021, include the name of the college. If more space is needed, provide a separate page with the student’s name and ID number at the top.
Will be Enrolled at Least Half Time
Will be Enrolled at Least Half Time
Will be Enrolled at Least Half Time
Will be Enrolled at Least Half Time
Will be Enrolled at Least Half Time
Note: We may require additional documentation if we have reason to believe that the information regarding the household members enrolled in eligible postsecondary educational institutions is inaccurate.

Verification of 2018 Income Information for Parent Tax Filers

Important Note: The instructions below apply to each parent included in the household. Notify the financial aid
office if the parents filed separate IRS income tax returns for 2018 or had a change in marital status after
December 31, 2018.

Instructions: Complete this section if the parents filed or will file a 2018 IRS income tax return(s). The best way to verify income is by using the IRS Data Retrieval Tool (IRS DRT) that is part of FAFSA on the Web at FAFSA.gov.
In most cases, no further documentation is needed to verify 2018 income information that was transferred into the student’s FAFSA using the IRS DRT if that information was not changed, by the FAFSA filer.

Check the box that applies:

  • The parents have used the IRS DRT in FAFSA on the Web to transfer 2018 IRS income tax return information into the student’s FAFSA.
  • The parents have not yet used the IRS DRT in FAFSA on the Web, but will use the tool to
    transfer 2018 IRS income tax return information into the student's FAFSA.
  • The parents are unable or choose not to use the IRS DRT in FAFSA on the Web, and instead will provide the school with 2018 IRS Tax Transcript(s) or 2018 IRS Signed Tax Return(s) & applicable schedules.

A 2018 IRS Tax Return Transcript may be obtained through:

  • Get Transcript by MAIL – Go to www.irs.gov, click "Get Your Tax Record.” Click “Get Transcript by Mail.”
    Make sure to request the “IRS Tax Return Transcript” and NOT the “IRS Tax Account Transcript.” The transcript is generally received within 10 business days from the IRS’s receipt of the online request.
  • Get Transcript ONLINE – Go to www.irs.gov, click "Get Your Tax Record." Click “Get Transcript ONLINE.”
    Make sure to request the “IRS Tax Return Transcript” and NOT the “IRS Tax Account Transcript.” To use the Get Transcript Online tool, the user must have (1) access to a valid email address, (2) a text-enabled mobile phone (pay-as-you-go plans cannot be used) in the user’s name, and (3) specific financial account numbers (such as a credit card number or an account number for a home mortgage or auto loan). The transcript displays online upon successful completion of the IRS’s two-step authentication.
  • Automated Telephone Request – 1-800-908-9946. Transcript is generally received within 10 business
    days from the IRS’s receipt of the telephone request.
  • Paper Request Form – IRS Form 4506T-EZ or IRS Form 4506-T. The transcript is generally received
    within 10 business days from the IRS’s receipt of the paper request form.
If the parents filed separate 2018 IRS income tax returns, the IRS DRT cannot be used and the 2018 Signed IRS Tax Return(s) and applicable schedules or 2018 IRS Tax Transcript(s) must be provided for each.
Check here if 2018 IRS Tax Transcript(s) or 2018 IRS Signed Tax Return(s) & applicable schedules is provided.
Check here if 2018 IRS Tax Transcript(s) or 2018 IRS Signed Tax Return(s) & applicable schedules will be provided later.

Verification of 2018 Income Information for Student Tax Filers

Important Notice: The instructions below apply to the student, if the student is dependent.

Instructions: Complete this section if the student filed or will file a 2018 IRS income tax return(s). The best way to verify income is by using the IRS Data Retrieval Tool (IRS DRT) that is part of FAFSA on the Web at FAFSA.gov. In most cases, no further documentation is needed to verify 2018 income information that was transferred into the student’s FAFSA using the IRS DRT if that information was not changed.
Check the box that applies:

  • The student has used the IRS DRT in FAFSA on the Web to transfer 2018 IRS income tax return information into the student’s FAFSA.
  • The student has not yet used the IRS DRT in FAFSA on the Web, but will use the tool to transfer 2018 IRS income tax return information into the student’s FAFSA.
  • The student is unable or chooses not to use the IRS DRT in FAFSA on the Web, and instead will provide the school with 2018 IRS Tax Transcript(s) or 2018 IRS Signed Tax Return(s) & applicable schedules.
  • A 2018 IRS Tax Return Transcript may be obtained through:

    • Get Transcript by MAIL – Go to www.irs.gov, click "Get Your Tax Record.” Click “Get Transcript by MAIL.”
      Make sure to request the “IRS Tax Return Transcript” and NOT the “IRS Tax Account Transcript.” The transcript is generally received within 10 business days from the IRS’s receipt of the online request.
    • Get Transcript ONLINE – Go to www.irs.gov, click "Get Your Tax Record." Click “Get Transcript Online.”
      Make sure to request the “IRS Tax Return Transcript” and NOT the “IRS Tax Account Transcript.” To use the Get Transcript Online tool, the user must have (1) access to a valid email address, (2) a text-enabled mobile phone (pay-as-you-go plans cannot be used) in the user’s name, and (3) specific financial account
      numbers (such as a credit card number or an account number for a home mortgage or auto loan). The transcript displays online upon successful completion of the IRS’s two-step authentication.
    • Automated Telephone Request – 1-800-908-9946. Transcript is generally received within 10 business days from the IRS’s receipt of the telephone request.

    • Paper Request Form – IRS Form 4506T-EZ or IRS Form 4506-T. The transcript is generally received
      within 10 business days from the IRS’s receipt of the paper request form.
    Check here if 2018 IRS Tax Transcript(s) or 2018 IRS Signed Tax Return & applicable schedules is provided.
    Check here if 2018 IRS Tax Transcript(s) or 2018 IRS Signed Tax Return & applicable schedules will be provided later.

    Verification of 2018 Income Information for Individuals with Unusual Circumstances

    Individuals Granted a Filing Extension by the IRS

    If an individual is required to file a 2018 IRS income tax return and has been granted a filing extension by the IRS beyond the automatic six-month extension for tax year 2018, must provide:

    • A copy of the IRS’s approval of an extension beyond the automatic six-month extension for tax year 2018;
    • Verification of Non-Filing (VNF) Letter (confirmation that the tax return has not yet been filed) from the IRS or other relevant tax authority dated on or after October 1, 2019 or a signed statement certifying that the individual attempted to obtain the VNF from the IRS and was unable to obtain the required documentation;
    • A copy of IRS Form W–2 for each source of employment income received for tax year 2018 and, if self-employed, a signed statement certifying the amount of the individual’s Adjusted Gross Income (AGI) and the U.S. income tax paid for tax year 2018.
    • Individuals Who Filed an Amended IRS Income Tax Return

      An individual who filed an amended IRS income tax return for tax year 2018, must provide a signed copy of the 2018 IRS Form 1040X, “Amended US Individual Income Tax Return,” that was filed with the IRS or documentation from the IRS that include the change(s) made by the IRS, in addition to one of the following:

    • IRS DRT information on an ISIR record with all tax information from the original tax return: or
    • A 2018 IRS Signed Tax Return and the applicable schedules or 2018 IRS Tax Transcript (that will only include information from the original tax return and does not have to be signed), or any other IRS tax transcript(s) that includes all of the income and tax information required to be verified.
    • Individuals Who Were Victims of IRS Tax-Related Identity Theft

      An individual who was the victim of IRS tax-related identity theft must provide:

    • A Tax Return Data Base View (TRDBV) transcript obtained from the IRS, or if unable to obtain a TRDBV, an equivalent document provided by the IRS or a copy of the signed 2018 income tax return and the applicable schedules the individual filed with the IRS; and
    • A statement signed and dated by the tax filer indicating that he or she was a victim of IRS tax related identity theft and that the IRS is aware of the tax-related identity theft.
    • Individuals Who Filed Non-IRS Income Tax Returns

    • A tax filer who filed an income tax return with a tax authority other than the IRS may provide a 2018 signed copy of his or her income tax return that was filed with the relevant tax authority. However, if the accuracy of the tax on the signed copy of the income tax return is questionable, the tax filer must provide a copy of the tax account information issued by
      the relevant tax authority before verification can be completed.

    Verification of 2018 Income Information for Parent Nontax Filers

    The instructions and certifications below apply to each parent included in the household. Complete this section if
    the parents will not file and are not required to file a 2018 income tax return with the IRS.

    Check the box that applies:

    Neither parent was employed, and neither had income earned from work in 2018.
    One or both parents were employed in 2018 and have listed below the names of all employers, the amount earned from each employer in 2018, and whether an IRS W-2 form or an equivalent document is provided. [Provide copies of all 2018 IRS W-2 forms issued to the parents by their employers]. List every employer even if the employer did not issue an IRS W-2 form.
    If more space is needed, provide a separate page with the student’s name and ID number at the top.
    IRS W-2 or an Equivalent Document Provided?
    IRS W-2 or an Equivalent Document Provided?
    IRS W-2 or an Equivalent Document Provided?
    IRS W-2 or an Equivalent Document Provided?
    Provide documentation from the IRS or other relevant tax authority dated on or after October 1, 2019 that indicates a 2018 IRS income tax return was not filed with the IRS or other relevant tax authority, or a signed statement certifying that the individual attempted to obtain confirmation of nonfiling from the IRS or other relevant tax authority and was unable to obtain the required documentation.
    Check here if IRS confirmation of 2018 nonfiling or a signed statement is provided.
    Check here if IRS confirmation of 2018 nonfiling or a signed statement will be provided later.

    Verification of 2018 Income Information for Dependent Student Nontax Filers

    The instructions and certifications below apply to the student. Complete this section if the student will not file and is not required to file a 2018 income tax return with the IRS.

    Check the box that applies:

    The student was not employed and had no income earned from work in 2018.
    The student was employed in 2018 and has listed below the names of all employers, the amount earned from each employer in 2018, and whether an IRS W-2 form or equivalent document is provided. [Provide copies of all 2018 IRS W-2 forms issued to the student by their employers]. List every employer even if the employer did not issue an IRS W-2 form.
    IRS W-2 or an Equivalent Document Provided?
    IRS W-2 or an Equivalent Document Provided?
    IRS W-2 or an Equivalent Document Provided?
    IRS W-2 or an Equivalent Document Provided?

    Certifications and Signatures (Dependent Student)

    WARNING: If you purposely give false or misleading information you may be fined, sent to prison, or both.
    Certifications and Signatures

    Each person signing below certifies that all of the information reported is complete and correct. The
    student and one parent whose information was
    reported on the FAFSA must sign and date.