Fillable 2014-2015 Standard Verification Worksheet Template (V1) Independent Student (Page 2 of 3) in pdf

Student’s Name: _______________________________________ CWID: ________________________________

C. Independent Student’s 2013 Income Information

TAX RETURN FILERS - Important Note: The instructions below apply to you, the student, and your spouse, if married.

Notify the financial aid office if you or your spouse filed separate IRS income tax returns for 2013 or had a change in marital

status after the end of the 2013 tax year on December 31, 2013.

Instructions: Complete this section if you and your spouse, if married, filed or will file a 2013 IRS income tax return. 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 2013 IRS income tax return information that was transferred into the

student’s FAFSA using the IRS DRT if that information was not changed.

Check the box that applies:

I, the student, have used the IRS DRT in FAFSA on the Web to transfer my 2013 IRS income tax return information into

my FAFSA.

I, the student, have not yet used the IRS DRT in FAFSA on the Web, but will use the tool to transfer my 2013 IRS income

tax return information into my FAFSA once the 2013 IRS income tax return has been filed.

I, the student, am unable or choose not to use the IRS DRT in FAFSA on the Web, and instead will provide the school a

2013 IRS Tax Return Transcript(s).

To obtain a 2013 IRS Tax Return Transcript, go to and click on the “Order a Return or Account

Transcript” link. Make sure to request the “IRS Tax Return Transcript” and not the “IRS Tax Account Transcript.” Use

the Social Security Number (or the IRS individual taxpayer identification number) and date of birth of the first person

listed on the 2013 IRS income tax return, and the address on file with the IRS (normally this will be the address used on

the 2013 IRS income tax return). In most cases, for electronic filers, a 2013 IRS Tax Return Transcript may be requested

from the IRS within 2–3 weeks after the 2013 IRS income tax return has been accepted by the IRS. Generally, for filers of

2013 paper IRS income tax returns, the 2013 IRS Tax Return Transcript may be requested within 8–11 weeks after the

2013 paper IRS income tax return has been received by the IRS.

If you and your spouse filed separate 2013 IRS income tax returns, 2013 IRS Tax Return Transcripts must be provided

for both.

Check here if a 2013 IRS Tax Return Transcript(s) is provided.

Check here if a 2013 IRS Tax Return Transcript(s) will be provided later.

NON-TAX RETURN FILERS - Important Note: The instructions below apply to you, the student, and your spouse, if

married.

Instructions: Complete this section if you and your spouse, if married, will not file and are not required to file a 2013 income tax

return with the IRS.

Check the box that applies:

I, the student, (and, if married, my spouse) was not employed and had no income earned from work in 2013.

I, the student, (and/or my spouse if married) was employed in 2013 and have listed below the names of all employers, the

amount earned from each employer in 2013, and whether an IRS W-2 form is provided. (Provide copies of all 2013 IRS

W-2 forms issued to you and your spouse by your 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 that includes your name and CWID number at the top.

Employer’s Name

2013 Amount

IRS W-2 Provided?

Earned

Suzy’s Auto Body Shop (example)

$2,000

Yes

Continue to Section D

2014-2015 Standard Verification Worksheet Template (V1) Independent Student Page 2

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