2016-2017 Verification Worksheet Independent Student (Page 2 of 3) in pdf

Student’s Name: ______________________________________________ SSN: __________________________

C. Independent Student’s Income Information to Be Verified

1. TAX RETURN FILERS—Important Note: If you (or your spouse, if married) filed, or will file, an amended 2015 IRS tax

return, you must contact your financial aid administrator before completing this section.

Instructions: Complete this section if you, the student, filed or will file a 2015 income tax return with the IRS. The best way to

verify income is by using the IRS Data Retrieval Tool that is part of FAFSA on the Web. If you have not already used the tool,

go to FAFSA.gov, log in to your FAFSA record, select “Make FAFSA Corrections,” and navigate to the Financial Information

section of the form. From there, follow the instructions to determine if you are eligible to use the IRS Data Retrieval Tool to

transfer 2015 IRS income tax information into your FAFSA. It takes up to two weeks for IRS income information to be

available for the IRS Data Retrieval Tool for electronic IRS tax return filers, and up to eight weeks for paper IRS tax return

filers. If you need more information about when, or how to use the IRS Data Retrieval Tool see your financial aid

administrator.

Check the box that applies:

I, the student, have used the IRS Data Retrieval Tool in FAFSA on the Web to transfer my (and, if married, my spouse’s)

2015 IRS income information into my FAFSA, either on the initial FAFSA or when making a correction to the FAFSA.

Your school will use the IRS information that was transferred in the verification process.

I, the student, have not yet used the IRS Data Retrieval Tool, but I will use the tool to transfer my (and, if married, my

spouse’s) 2015 IRS income information into my FAFSA once I have filed my 2015 IRS tax return. See instructions above

for information on how to use the IRS Data Retrieval Tool. Your school cannot complete the verification process until your

(and, if married, your spouse’s) IRS information has been transferred into your FAFSA.

I, the student, am unable or choose not to use the IRS Data Retrieval Tool in FAFSA on the Web, and I will submit to the

school 2015 IRS tax return transcript(s)—not photocopies of the income tax return. To obtain an IRS tax return

transcript, go to and click on the “Get Transcript for My Tax Records” link. Make sure to request the “Tax

Return” transcript and not the “Tax Account” transcript. You will need your Social Security Number, date of birth, and

the address on file with the IRS (normally this will be the address used when your 2015 IRS tax return was filed). It takes

up to two weeks for IRS income information to be available for electronic IRS tax return filers, and up to eight weeks for

paper IRS tax return filers. If you are married and you and your spouse filed separate 2014 tax returns, you must submit

tax return transcripts for both you and your spouse.

Check here if an IRS tax return transcript(s) is attached to this worksheet.

Check here if IRS tax return transcript(s) will be submitted to your school later. Verification cannot be completed

until the IRS tax return transcript(s) has been submitted to your school.

2. TAX RETURN NONFILERS—Complete this section if you, the student (and, if married, your spouse), will not file and are

not required to file a 2015 income tax return with the IRS.

Check the box that applies:

The student (and, if married, the student’s spouse) was not employed and had no income earned from work in 2015.

The student (and/or the student’s spouse if married) was employed in 2015 and has listed below the names of all

employers, the amount earned from each employer in 2015, and whether an IRS W-2 form is attached. Attach copies of all

2015 W-2 forms issued to you (and, if married, to your spouse) by employers. List every employer even if the employer did

not issue an IRS W-2 form. If more space is needed, attach a separate page with your name and SSN at the top.

Employer’s Name

2015 Amount Earned

IRS W-2 Attached?

Suzy’s Auto Body Shop (example)

$2,000.00

Yes

2016-2017 Verification Worksheet Independent Student Page 2

Related Articles

Related forms

Related Categories