Introduction

Independent Verification Form 2020-2021

Independent Verification Form 2020-2021

  • 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 2018 or had a change in marital status after December 31, 2018.

    Instructions: Complete this section if the student and spouse filed or will file a 2018 IRS income tax return(s). The best way to verify income is by using the 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.
  • A 2018 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.
  • A. Student Information

  • 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, 2020, through June 30, 2021, 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, 2021.
    • 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, 2020 and Jun 30, 2021, and include the name of the college.
  • Full Name (i.e., your name, parent's name, etc.)AgeRelationship (i.e., self, parent, sibling, etc.)College Attending in 2020-2021Will 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

  • Complete this section if the student and spouse will not file and are not required to file a 2018 income tax return with the IRS. The instructions and certifications below apply to the student and spouse, if the student is married.
  • D. Additional Income

  • Both tax filers and non-tax filers must list any untaxed income received in 2018. 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:
  • Untaxed portion of IRA Distributions Amount:
  • Tax Exempt Interest Income Amount:

  • Education credits from 1040 or 1040A Amount:
  • IRA Distributions Amount:

  • IRA Deductions and Payments Amount:
  • E. Sign this Form