Verification Worksheet (Page 2 of 5) in pdf

Student SU ID#: _800____________________

SECTION E. Verification of 2015 Income Information for Tax Filers

STUDENT SECTION: Complete this section if the student (and spouse) filed or will file a 2015 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

Check the box that applies:

The student has used the IRS DRT in FAFSA on the Web to transfer 2015 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 2015 IRS income tax

return information into the student’s FAFSA once the 2015 IRS income tax return has been filed.

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

2015 IRS Tax Return Transcript(s).

PARENT SECTION: Complete this section if the parents filed or will file a 2015 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.

Check the box that applies:

The parents have used the IRS DRT in FAFSA on the Web to transfer 2015 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 2015 IRS income tax

return information into the student’s FAFSA once the 2015 IRS income tax return has been filed.

The parents are unable or choose not to use the IRS DRT in FAFSA on the Web, and instead will provide the school with a

2015 IRS Tax Return Transcript(s).

NOTE: A 2015 IRS Tax Return Transcript may be obtained through:

 Online Request - Go to , under the Tools heading on the IRS homepage, click "Get a Tax Transcript by

Mail." Click ““Get Transcript by MAIL.” Make sure to request the “IRS Tax Return Transcript” and NOT the “IRS Tax

Account Transcript.”

 Telephone Request - 1-800-908-9946

 Paper Request Form - IRS Form 4506T-EZ or IRS Form 4506-T

In most cases, for electronic tax return filers, 2015 IRS income tax return information is available for the IRS DRT or the IRS

Tax Return Transcript within 2–3 weeks after the 2015 electronic IRS income tax return has been accepted by the IRS.

Generally, for filers of 2015 paper IRS income tax returns, the 2015 IRS income tax return information is available for the

IRS DRT or the IRS Tax Return Transcript within 6–8 weeks after the 2015 paper IRS income tax return has been received

by the IRS. Contact the financial aid office if more information is needed about using the IRS DRT or obtaining an IRS Tax

Return Transcript.

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Verification Worksheet Page 2