Independent Verification Form 2019-2020

WHAT YOU MUST DO BEFORE FINANCIAL AID CAN BE AWARDED TO YOU

Important Note: The instructions below apply to the student and spouse, if the student is married. Notify the financial aid office if the student or spouse filed separate IRS income tax returns for 2017 or had a change in marital status after December 31, 2017.

Instructions: Complete this section if the student and spouse filed or will file a 2017 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 2017 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 student has used the IRS DRT in FAFSA on the Web to transfer 2017 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 2017 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 a 2017 IRS Tax Return Transcript(s).
The student did not file taxes (2017). See section C for additional information.

A 2017 Tax return transcript may be obtained through:

Get Transcript by MAIL – Go to www.irs.gov, under the Tools heading, click “Get a tax transcript.” 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, under the Tools heading, click “Get a tax Transcript.” 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. Transcript is generally received within 10 business days from the IRS’s receipt of the paper request form.

If the student and spouse filed separate 2017 IRS income tax returns, the IRS DRT cannot be used and the 2017 IRS Tax Transcript(s) must be provided for each.

Check here if a 2017 IRS Tax Return Transcript(s) is provided (upload below)
Check here if a 2017 IRS Tax Return Transcript(s) will be provided later

Upload IRS Tax Return Transcript(s)*

Drop files here or

Accepted file types: pdf, doc, docx, jpeg, jpg, png, Max. file size: 2 MB, Max. files: 3.

A. Student Information

Faulkner Student ID#*

Name*

First Middle Last

Social Security Number*

Address*

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Date of Birth*

Email*

Enter Email Confirm Email

Phone*

B. Family Information

Number of Household Members and Number in College (Independent Student)
List below the people in the student’s household. Include:

The student.
The student’s spouse, if the student is married.
The student’s or spouse’s children if the student or spouse will provide more than half of the children’s support from July 1, 2019, through June 30, 2020, even if a child does not live with the student.
Other people if they now live with the student and the student or spouse provides more than half of the other person’s support, and will continue to provide more than half of that person’s support through June 30, 2020.
Number in College: Include in the space below information about any household member who is, or will be, enrolled at least half time in a degree, diploma, or certificate program at an eligible post-secondary educational institution any time between July 1, 2019 and Jun 30, 2020, and include the name of the college.

Family Information

Full Name (i.e., your name, parent's name, etc.)	Age	Relationship (i.e., self, parent, sibling, etc.)	College Attending in 2010-2020	Will be Enrolled at Least Half Time (Yes or No)

Note: We may require additional documentation if we have reason to believe that the information regarding the household members enrolled in eligible post-secondary educational institutions is inaccurate.

C. Tax Return Non Filers

The instructions and certifications below apply to the student and spouse, if the student is married. Complete this section if the student and spouse will not file and are not required to file a 2017 income tax return with the IRS.

Check the box that applies:

The student and spouse were not employed and had no income earned from work in 2017
The student and/or spouse were employed in 2017 and have listed below the names of all employers, the amount earned from each employer in 2017, and whether an IRS W-2 form or an equivalent document is provided. (Provide copies of all 2017 IRS W-2 forms issued to the student and spouse by their employees). List every employer even if the employer did not issue an IRS W-2 form.

Tax Return Non Filers*

Employer’s Name	Annual Amount Earned In 2017

Total Amount of Income Earned from Work:*

Do you have IRS W-2 or an Equivalent Documents for the Employers specified above?

Yes (upload below)
No

IRS W-2s or Equivalent Document*

Drop files here or

Accepted file types: pdf, doc, docx, jpeg, jpg, png, Max. file size: 2 MB, Max. files: 4.

Provide documentation from the IRS or other relevant tax authority dated on or after October 1, 2017 that indicates a 2017 IRS income tax return was not filed with the IRS or other relevant tax authority

Check here if confirmation of nonfiling is provided. (upload below)
Check here if confirmation of nonfiling will be provided later.

Confirmation of Non-Filing*

Accepted file types: pdf, doc, docx, jpeg, jpg, png, Max. file size: 2 MB.

D. Additional Income

Both tax filers and non-tax filers must list any untaxed income received in 2017. Be sure to enter zeros if no funds were received. Failure to complete this section will delay the processing of your verification.

Applicants with no taxable income, no earned income or no untaxed income as reported in Section D will be required to submit a Low Income Document form and letter explaining how living expenses were met.

Untaxed portion of Pensions Amount:

Student

Spouse

Untaxed portion of IRA Distributions Amount:

Student

Spouse

Tax Exempt Interest Income Amount:

Student

Spouse

Education credits from 1040 or 1040A Amount:

Student

Spouse

IRA Distributions Amount:

Student

Spouse

IRA Deductions and Payments Amount:

Student

Spouse

Is there any Additional Income?

Yes
No

Additional Income*

Calendar Year 2017	Student	Spouse

Under Calendar Year 2018 please put what brought in the additional income, and underneath student and spouse how much income was brought in.

E. Sign this Form

Signature*

By signing this worksheet, I certify that all the information reported on this worksheet is complete and correct. Warning: If you purposely give false or misleading information on this worksheet, you may be fined, be sentenced to jail, or both.

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Introduction