Fillable Verification Worksheet (Page 2 of 4) in pdf

C. VERIFYING INCOME INFORMATION

According to federal regulations schools will no longer be able to accept photocopies of tax returns. The best

way to verify income is by using the IRS Data Retrieval Tool when completing or updating your FAFSA on the

web. If you do not use this method when completing or updating your FAFSA you must submit a 2015 IRS Tax

Return Transcript. To request an IRS Tax Return Transcript please visit and use Form 4506-T, or go

to the “Tools” section on their website and click on “Get A Tax Transcript” followed by “Get Transcript by MAIL”,

or call 1-800-908-9946. Be sure to only request a Tax Return Transcript, NOT an Account Transcript. After using

the IRS Data Retrieval tool students are advised to not make any changes to either parent(s)/student’s income

information on their FAFSA. Please contact the Office of Financial Aid if you have had a change in income that is

not reflected on your FAFSA.

D. STUDENT’S INCOME INFORMATION

Check only one box below. See “Verifying Income Information” section on how to request your IRS Tax Return

Transcript. Also foreign tax return filers may submit signed photocopies of their foreign tax return transcript.

Check here if you did file a 2015 Federal Tax Return and you used the IRS Data Retrieval process when completing/updating

your 2016-2017 FAFSA.

Date Data Retrieval completed on ___________________________________

Check here if you did file a 2015 Federal Tax Return and a 2015 Federal Tax Return Transcript is attached.

(See section C above)

Check here if you did NOT file a 2015 Federal Tax Return and weren’t required to. If you did not file a 2015 Federal Tax Return but

did work in 2015 and had earnings please state the name of your employer(s) below and the total amount earned in 2015 along

with copies of your W-2(s) and/or yearly income statements

Total Amount Earned in 2015 _______________________________________

Employer’s Name(s) _____________________________________________

E. PARENT(S)’ INCOME INFORMATION

Check only one box below. See “Verifying Income Information” section on how to request your IRS Tax Return

Transcript. Also foreign tax return filers may submit signed photocopies of their foreign tax return transcript.

Check here if your parent(s) did file a 2015 Federal Tax Return and you used the IRS Data Retrieval process when completing or

updating your 2016-2017 FAFSA.

Date Data Retrieval completed on ___________________________________

Check here if your parent(s) did file a 2015 Federal Tax Return and a 2015 Federal Tax Return Transcript is attached, see section

C above. (If your parents filed as “Married Filing Separately,” a 2015 Federal Tax Return Transcript for both of them must be

submitted.)

Check here if your parent(s) did NOT file a 2015 Federal Tax Return and weren’t required to. If they did not file a 2015 Federal

Tax Return but did work in 2015 and had earnings, please submit a signed statement saying so along with copies of their W-2(s)

and/or yearly income statements.

Total Amount Earned in 2015 $ ______________________________________

Employer’s Name(s) _____________________________________________

Verification Worksheet Page 2