Verification Worksheet

Transcription

1 Verificatin Wrksheet Independent Student Tracking Grup V1 STAFF USE ONLY Frm Received by Date Yur Free Applicatin fr Federal Student Aid (FAFSA) was selected fr review in a prcess called verificatin. The law says that befre awarding Federal Student Aid, we may ask yu t cnfirm the infrmatin yu reprted n yur FAFSA. T verify that yu prvided crrect infrmatin the MATC financial aid ffice will cmpare yur FAFSA with the infrmatin n this wrksheet and with any ther required dcuments. If there are differences between yur FAFSA applicatin infrmatin and this wrksheet and/r dcuments yu submitted, MATC will send crrectins electrnically t the federal prcessing center t have yur applicatin reprcessed. The MATC financial aid ffice may ask fr additinal infrmatin. A. INDEPENDENT STUDENT S INFORMATION (Please print) Student s Last Name Student s First Name Student s M.I. Student s SSN r ID Number Student s Street Address (include apt. n.) Student s Date f Birth City State Zip Cde Address Student s Hme Phne Number (include area cde) Student s Alternate r Cell Phne Number B. FAMILY INFORMATION List the peple that yu will supprt between July 1, 2015, and June 30, Include: 1. Yurself. 2. Yur spuse (unless yu are legally separated and yur spuse lives at anther address). 3. Yur dependent children, (if yu prvide mre than half f their supprt) and will cntinue t prvide half f their supprt frm July 1, 2015, thrugh June 30, NTE: If yu were brn n r after January 1, 1992 and are nt married, a veteran, r rphan/ward f the curt and have children wh will receive mre than half f their supprt frm yu between 07/01/15 and 06/30/16 yu will need t submit legal cpies f yur child(ren) s birth certificate alng with this frm. If any f the peple listed belw will be attending cllege at least half-time (6 credits r mre) in a degree, diplma r certificate prgram between July 1, 2015, and June 30, 2016, please list the name f the cllege they are attending. Full Name Age Relatinship Cllege Attending SELF Milwaukee Area Technical Cllege Financial Aid ffice: 700 West State Street, Milwaukee, WI Phne: Fax: matc.edu finaid@matc.edu 07:14H (V1) MATC is an Affirmative Actin/Equal pprtunity Institutin and cmplies with all requirements f the Americans With Disabilities Act.

2 Printed Student Name Student ID Number C. STUDENT S AND SPOUSE S TAX AND OTHER INCOME INFORMATION Check all belw and then cmplete the grid belw even if the amunt is zer dllars: I have imprted my/ur 2014 tax infrmatin t my FAFSA frm r have enclsed a cpy(s) f my/ur 2014 Federal U.S. IRS Tax Transcript. I/We will nt file and are nt required t file a 2014 U.S. Incme Tax Return but have attached my/ur W2 Wage and Earning Statement s Transcipt(s) frm 2014* I was nt emplyed and had n incme earned frm wrk in 2014 but have attached my 2014 W2 Wage and Incme Transcript t verify zer incme and a Nn-Tax Filer Transcript frm the IRS. My spuse was nt emplyed and had n incme earned frm wrk in Attached is a 2014 Wage and Incme Transcript verifying zer incme and a 2014 Nn-tax filer statement frm the IRS. * If yu (and/r yur spuse) did nt file taxes, yu must submit a Student Nn-Tax Filer Frm and/r spuse Nn-Tax Filer Frms frm the IRS and cmplete the sectin belw: NTE: If yu and/r yur spuse filed taxes and did nt imprt that data directly frm the IRS when yu cmpleted the FAFSA, yu may print ut yur/yur spuse s 2014 Federal U.S. Tax Return Transcript frm: >rder a Return r Accunt Transcript >rder a Tax RETURN Transcript fr year Surce f Untaxed Incme 2014 Yu 2014 Yur Spuse A. Payments t tax-deferred pensin and savings plans (paid directly r withheld frm earnings), including but nt limited t amunts reprted n the 2014 W-2 frms in bxes 12a thrugh 12d, cdes D, E, F, G, H and S. $ $ B. IRA deductins and payments t selfemplyed $ $ SEP, SIMPLE, Kegh and ther qualified plans frm IRS frm 1040 (line ) r 1040A line 17. C. Untaxed prtins f IRA distributins frm $ $ IRS frm 1040 (lines 15a minus 15b) r 1040A (lines 11a minus 11b). Excludes rllvers. If negative, enter zer. D. Untaxed prtins f pensins frm IRS $ $ frm 1040 (lines 16a minus 16b) r 1040A (lines 12a minus 12b). Excludes rllvers. If negative, enter zer here. E. Tax Exempt Interest Incme $ $ 07:14H (V1)

3 Printed Student Name Student ID Number D. FOOD STAMPS (WISCONSN FOODSHARE OR SUPPLEMENTAL NUTRITION ASSISTANCE PROGRAM (SNAP) On yur FAFSA, if yu r yur spuse (if yu are a married student) indicated that yu had received Fd Stamps r Supplemental Nutritin Assistance Prgram (SNAP) fd benefits during 2013 r 2014, yu must reaffirm that yu received this benefit. Please check ne: I (r my spuse) received Fd Stamps r Supplemental Nutritin Assistance Prgram (SNAP) fd benefits during 2013 r Neither I nr my spuse (if married) received Fd Stamps r Supplemental Nutritin Assistance Prgram (SNAP) fd benefits during 2013 r Please make a crrectin t my FAFSA infrmatin. E. STUDENT S AND SPOUSE S CHILD SUPPORT PAID INFORMATION Did yu and/r yur spuse pay child supprt t anther husehld during 2014? Check ne: Yes N If yes, please cmplete all fields in the table belw. Include ne line fr each payer and payee. Each cmpleted list must be signed by the Payer. D nt include any amunt that was curt-rdered but nt actually paid. This is nly child supprt paid, nt received. Name f Persn Wh Paid Child Supprt Name f Persn t Whm Child Supprt was Paid Name f Child fr Whm Supprt Was Paid Amunt f Child Supprt Paid Per Child in 2014 F. STUDENT MUST SIGN THIS WORKSHEET The student by signing this wrksheet certifies that all f the infrmatin reprted n it is cmplete and crrect. The student must sign and date. (Electrnic Signatures are nt acceptable.) WARNING: If yu purpsely give false r misleading infrmatin n this wrksheet, yu may be fined, be sentenced t jail r bth. Student s Signature Date 07:14H (V1) Return the signed wrksheet and any ther dcuments via fax r mail t: Financial Aid ffice: 700 West State Street, Milwaukee, WI Phne: Fax: matc.edu finaid@matc.edu MATC is an Affirmative Actin/Equal pprtunity Institutin and cmplies with all requirements f the Americans With Disabilities Act.

4 Attachment A: Hw t Use the IRS Data Retrieval Tl (DRT) via the FAFSA IRS Data Retrieval Tl (DRT) When cmpleting a FAFSA, students and parent(s) if married may use the Internal Revenue Service (IRS) Data Retrieval Tl t Imprt federal incme tax infrmatin directly frm the IRS Int the FAFSA. This ptin Is built int the nline FAFSA applicatin prcess. NOTE: Please allw apprximately three weeks frm the date yur electrnically-filed federal tax return is accepted by the IRS t use the IRS Data Retrieval Tl via the FAFSA. If yu filed a paper tax return, please allw 8-11 weeks fr prcessing by the IRS. Eligibility t Use IRS Data Retrieval Tl (DRT) Students are eligible t use the FAFSA s IRS Data Retrieval Tl If they: filed 2014 federal tax return with the IRS. filed with tax filing statuses f Married Filing Jintly r Single. have a valid Scial Security Number. have a Federal Student Aid PIN (a PIN may be acquired as part f the prcess). Students are nt eligible t use the IRS Data Retrieval Tl if: the hme address n the FAFSA des nt match the address n the tax return. marital status changed after December 31, tax filing status Is Married, Filing Separately. It was reprted n the FAFSA that marital status is married, but tax filing status Is Head f Husehld. filed an Amended Tax Return. filed a Puert Rican r freign tax return. filed a tax return using a Tax ID Number (TIN). did nt r will nt file a federal tax return. Crrecting a prcessed FAFSA t utilize the IRS Data Retrieval Tl Thse wh filed a FAFSA prir t February 15 (befre the DRT was available), and thse wh file federal taxes after the FAFSA has been submitted, may still take advantage f the IRS Data Retrieval Tl. Yu shuld access the IRS Data Retrieval Tl via the nline Crrect yur FAFSA prcess at After yu have dne s, UWM will receive an updated cpy f the student s FAFSA reflecting the Incme infrmatin yu retrieved directly frm the IRS. G t lg In, and click n Make FAFSA Crrectins. G t the Student Financial Infrmatin screen. m Under the IRS Data Retrieval sectin, enter the student s federal aid PIN and click n Link t IRS. m Enter the address and tax filing status exactly as it appears n the student s tax frm. Click n Submit. m Review the tax infrmatin but DO NOT change any data at any pint r it will nt be cnsidered retrieved data. Select Transfer My Tax Infrmatin Int the FAFSA and click n Transfer Nw. m A message will cnfirm that the infrmatin was transferred. Benefits f using the FAFSA s IRS Data Retrieval Tl: Aid applicants selected fr Verificatin are required t submit federal Incme tax infrmatin t the Financial Aid Department. Students wh use the IRS Data Retrieval Tl, and d nt change the Incme Infrmatin in any way n the FAFSA, will nt usually be required t submit Tax Return Transcripts t the schl, reducing the number f dcuments required if selected fr Verificatin.

5 2014 Tax Return Transcripts Attachment B: Hw t Request a Tax Transcript The Financial Aid Office must cllect a Federal Tax Return Transcript fr anyne selected fr Verificatin wh did nt use the IRS Data Retrieval Tl n the FAFSA, was Ineligible t use the Tl, r If the data frm the IRS was changed. Parents wh are married but filing separately must submit 2 separate IRS transcripts. Tax filers are strngly encuraged t keep a cpy f Tax Return Transcripts btained frm the IRS shuld they need cpies In the future. The IRS will prvide a Tax Return Transcript free fr any tax filer. Be sure t rder a Tax Return Transcript because this Is free. Requesting an actual cpy f a tax return will cst mney. T btain a Tax Return Transcript nline, please fllw these steps: G t Chse Get Transcript Online (recmmended - yu are able t view and print yur transcript Immediately) r Get Transcript by Malin Select Create an Accunt m Use the address currently n file with the IRS. Generally this will be the address that was listed n the latest tax return filed. Hwever, If an address change has been cmpleted thrugh the US Pstal Service, the IRS may have the updated address n file Once accunt successfully set up, select Higher Educatin/Student Aid as the reasn fr requesting a transcript. Select Return Transcript fr Yur requested transcript will pen In new windw. Yu shuld print a cpy t submit t the Financial Aid Department, and make r print an additinal cpy fr yur wn recrds. If yu selected Get a Transcript by Mail, yu can expect a return be sent the address listed n the return abut 5 t 10 days frm the time the n-line request was successfully transmitted t the IRS. T btain a Tax Return Transcript by phne, please fllw these steps: call the IRS at (7:00a.m. t 7:00p.m.). Tax filers must fllw prmpts t enter their Scial Security Number and the numbers f their street address. Generally, these will be the numbers f the street address that was listed n the latest tax return filed. Hwever, If an address change has been cmpleted thrugh the U.S. Pstal Service, the IRS may have the updated address n file. Select Optin 2 t request an IRS Tax Return Transcript, and then enter If successfully validated, tax filers can expect t receive a paper IRS Tax Return Transcript at the address that was used In their telephne request within 5 t 10 days frm the time the IRS receives the request. Once received, keep riginal and submit a cpy t the Financial Aid Department. IRS2G (2 ptins): Apple Online Stre at Ggle Play at Paper Request Frm: Cmplete IRS Frm 4506T-EZ r IRS Frm 4506-T

6 Fr Individuals Granted a Filing Extensin by the IRS Attachment C: Unusual Tax Filing Situatins If yu had an extensin and have since filed yur taxes. yu must either prvide a tax return transcript r use the IRS Data Retrieval Tl n the FAFSA. If an Individual is required t file a 2014 IRS federal incme tax return, and has been granted a filing extensin by the IRS, prvide the fllwing dcuments: A cpy f the IRS Frm 4868, Applicatin fr Autmatic Extensin f Time t File U.S. Individual Incme Tax Return, that was filed with the IRS fr tax year 2014; and A cpy f IRS Frm W-2 fr each surce f emplyment incme received fr tax year 2014 and, If selfemplyed, a signed statement certifying the amunt f the Individual s AGI and the U.S. incme tax paid fr tax year Fr Individuals Wh Filed an Amended IRS Incme Tax Return If an Individual filed an amended IRS federal Incme tax return fr tax year 2014, prvide bth f the fllwing: A signed cpy f the riginal 2014 IRS Incme tax return that was filed with the IRS r a 2014 IRS Tax Return Transcript (signature nt required) fr the 2014 tax year; and A signed cpy f the 2014 IRS Frm 1040X, Amended U.S. Individual Incme Tax Return, that was filed with the IRS. Fr Individuals Wh Were Victims f IRS Identity Theft A victim f IRS Identify theft wh Is nt able t btain a 2014 IRS Tax Return Transcript r use the IRS Data Retrieval T (DRT) must cntact the IRS at Upn authenticatin f the tax filer s Identity, the IRS will prvide, by U.S. Pstal Service, a printut f the tax filer s 2014 IRS Incme tax return infrmatin. The frm the IRS prvides t yu must be turned Int the Financial Aid Department. Verificatin f 2014 Incme Tax Return Infrmatin fr Individuals Wh Filed Nn-IRS Incme Tax Returns If an Individual filed r will file a 2014 incme tax return with Puert Ric, anther U.S. territry (e.g., Guam, American Sama, the U.S. Virgin Islands, the Nrthern Marianas Islands), r with a freign cuntry, prvide a signed cpy f that 2014 Incme tax return(s).