Verification Worksheet Template 2015-16

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V
W
ERIFICATION
ORKSHEET
2015-16
Your FAFSA was selected by the U.S. Department of Education for a review process called “Verification.” Under the financial aid
program rules (34 CFR, Part 668), we are required to review the requested information and make necessary corrections. Please
complete both sides of this form and submit all necessary signatures.
A. Student Information
Last name
First Name
RMU ID
M.I.
Address (include apt. no.)
Phone Number
B. Household Information
Carefully read the following directions before completing the chart below:
 Dependent Student: List the people in your parents’ household, include, yourself and your parent(s) (including stepparent) even if you do not
live with your parents, your parents’ other children even if they do not live with your parents, but only if your parents will provide more than
half of their support from July 1, 2015 through June 30, 2016, or the children would be required to provide parental information when applying
for Federal Student Aid. List other people if they now live with your parents, and your parents provide and will continue to provide more than
half of their support from July 1, 2015 through June 30, 2016.
 Independent Student: List the people in your household, include yourself and your spouse if you have one, and your children, if you provide
and will continue to provide more than half of their support from July 1, 2015 through June 30, 2016. List other people if they now live with
you, and you provide and will continue to provide more than half of their support from July 1, 2015 through June 30, 2016.
Write the name of all household members. Also write the name of the college for any household member, excluding your parent(s), who will be
attending college at least half time between July 1, 2015 and June 30, 2016 and will be enrolled in a degree, diploma, or certificate program. If you
need more space, attach a separate page.
Undergraduate
Full Name
Age
Relationship
College Attending in 2015-16
or Graduate
Degree
Self
Robert Morris University
C. Tax and Income Information
To complete Verification all eligible tax filers must utilize the IRS Data Retrieval Tool on the FAFSA. If you did not retrieve your
tax information directly from the IRS when submitting your FAFSA or you changed information after retrieval, please re-visit
to select the retrieval option. If you are not eligible to utilize the IRS Data Retrieval Tool on the FAFSA, you must
request a Federal Tax Transcript directly from the IRS via phone or online.
-To request by phone, call 800-829-1040
-To request online, visit
Please check all applicable boxes:
Student Parent/Spouse
I filed a 2014 Federal tax return and retrieved my information directly from the IRS
using the IRS Data Retrieval Tool on the FAFSA.
Date Retrieved: _________________________
I filed a 2014 Federal tax return, but was unable to use the IRS Data Retrieval Tool on
the FAFSA. As a result, my 2014 Federal Tax Transcript is attached.
I am not required to file a 2014 Federal tax return (Section D must be completed)

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