Instructions for using IRS DATA Retrieval tool

Size: px
Start display at page:

Download "Instructions for using IRS DATA Retrieval tool"

Transcription

1 Instructions for using IRS DATA Retrieval tool Follow these steps to complete the IRS Data Retrieval transfer to your FAFSA. Go to the FAFSA website choose Login Choose to enter your (the students) FSA ID or enter the students information to log into the FAFSA on the web Choose NEXT New for 2015, the FSA ID replaced the PIN number. After you enter your FSA ID or choose to enter student information Choose NEXT *Note if you do not enter your FSA ID you will be prompted to create this later. Please follow instructions

2 Choose At the bottom of the screen select Make FAFSA Corrections Click on Financial Information *Note: If you are a dependent student, the parent s tax information will be asked first, then the student s tax information You will be prompted to answer For 2015, have completed their IRS income tax return or another tax return? This should be already completed. Update if necessary Look for the question: You may be able to use the IRS Data Retrieval Tool... and answer the questions presented. Note when the screen first displays you will only see the first question If you get a response of Based on your response, we recommend that you transfer your information from the IRS into this FAFSA. You will then be prompted to select (OR IF PARENT FINANCIALS THEN enter the Parents FSA ID then click ) If you don t get this response, review your answers and try If you don t get this option, contact our office at and go to the instructions in the last section of this document.

3 again. The following screen will display. Choose OK Enter all the requested information EXACTLY as it appeared on the tax return. Pay particular attention to how address fields were reported on the tax return and match the information here. Choose submit

4 The IRS tax information will display. Choose Transfer my Tax Information into the FAFSA Select Transfer Now KEEP GOING YOU ARE NOT DONE YET! The following screen will appear Select Save Select Next If you are a Dependent Student repeat these steps for the Student Select Save and Next

5 Choose the Sign and Submit tab On the List of Changes Choose Next On the Sign and Submit page, Choose Agree Choose Sign (If Dependent do the same for the parents) Choose Submit my FAFSA Now You will see Confirmation Page

6 YOU ARE DONE STOP YOU ONLY DO THIS, IF THE PROCESS ABOVE WAS NOT SUCCESSFUL. If your data cannot be transferred, you need to follow these instructions Based on your response, you are not eligible to transfer your information from the IRS into this FAFSA. Instead, you will have to obtain a Tax Return Transcript for your 2015 tax information from the IRS and submit it to our office. Or, if you filed a joint return and are now separated, divorced, widowed or remarried, you must submit a Federal Tax Return Transcript as well as all W-2 forms. If you filed an amended tax return, they must submit both a Federal Tax Return Transcript and a Federal Tax Account Transcript to our office. Tax transcripts may be requested from the IRS in the following ways: 1. Online go to 2. Call Mail - IRS form 4506T-EZ (to request a tax return transcript) at T:\FAOFORMS\ \Instructions for using IRS Data RetrievaL.17.docx

Completion of the Data Retrieval Process (DRT) & Tax Return Transcript (TRT) Information

Completion of the Data Retrieval Process (DRT) & Tax Return Transcript (TRT) Information 2018-2019 Completion of the Data Retrieval Process (DRT) & Tax Return Transcript (TRT) Information Students whose financial aid application is selected for verification are required to provide 2016 tax

More information

Linking Taxes Through FAFSA

Linking Taxes Through FAFSA Linking Taxes Through FAFSA Federal Student Aid and the Internal Revenue Service collaborated to develop a solution that simplifies FAFSA completion. The IRS Data Retrieval tool will allow Free Application

More information

Completion of the IRS Data Retrieval Process (DRT) & Tax Return Transcript (TRT) Information

Completion of the IRS Data Retrieval Process (DRT) & Tax Return Transcript (TRT) Information 2019-2020 Completion of the IRS Data Retrieval Process (DRT) & Tax Return Transcript (TRT) Information Students whose financial aid application is selected for verification are required to provide tax

More information

To use the Data Retrieval Tool, complete the following steps:

To use the Data Retrieval Tool, complete the following steps: The Financial Aid Office is required to confirm income information on select FAFSA applications. Here are options for providing this information directly from the IRS to the Financial Aid Office. The quickest

More information

How to Guide: IRS Data Retrieval and IRS Tax Return Transcript

How to Guide: IRS Data Retrieval and IRS Tax Return Transcript 2018-2019 How to Guide: IRS Data Retrieval and IRS Tax Return Transcript Data is available within 2-3 weeks of electronically filing your taxes or 6-8 weeks of filing a paper tax return. These instructions

More information

Verification Worksheet

Verification Worksheet U.S. Department of Education 2018 2019 Verification Worksheet Federal Student Aid Programs Your application was selected for review in a process called Verification. During this process, St. Joseph s College

More information

FORT SCOTT COMMUNITY COLLEGE

FORT SCOTT COMMUNITY COLLEGE FORT SCOTT COMMUNITY COLLEGE 2015-2016 Dependent Verification Form (V1-Standard) Your 2015-2016 Free Application for Federal Student Aid (FAFSA) was selected for review in a process called verification.

More information

Completion of the Data Retrieval Process (DRT) & Tax Return Transcript (TRT) Information

Completion of the Data Retrieval Process (DRT) & Tax Return Transcript (TRT) Information 2014-2015 Completion of the Data Retrieval Process (DRT) & Tax Return Transcript (TRT) Information You may use the IRS Data Retrieval Tool if: You have completed and filed a 2013 Federal Tax Return You

More information

New Mexico Junior College

New Mexico Junior College New Mexico Junior College 2017 2018 Income Verification Worksheet - Dependent Student Your 2017 2018 Free Application for Federal Student Aid (FAFSA) was selected by the federal processor for review in

More information

Verification Worksheet - Dependent Student

Verification Worksheet - Dependent Student A-18 Your 2017-2018 Free Application for Federal Student Aid (FAFSA) was selected for review in a process called verification. The law says that before awarding Federal Student Aid, we may ask you to confirm

More information

DEPENDENT Special Circumstance Review

DEPENDENT Special Circumstance Review 2017-2018 DEPENDENT Special Circumstance Review Last Name (Student) First Name M.I. Daytime Phone number (include area code) Missouri S&T Student ID# Please indicate all the circumstances that may apply

More information

Verification Worksheet Dependent Student. A. Student Information. B. Family Information. Last Name First Name MI Student ID

Verification Worksheet Dependent Student. A. Student Information. B. Family Information. Last Name First Name MI Student ID 2019-20 Verification Worksheet Dependent Student A. Student Information Last Name First Name MI Student ID Current Address Telephone Number City ZIP code Date of Birth B. Family Information List the people

More information

Navigate to the Financial Aid Essentials box and click on the Dependent Verification Form link.

Navigate to the Financial Aid Essentials box and click on the Dependent Verification Form link. How to Submit the Electronic Dependent Verification Worksheet Login to your MyNorthridge portal and go to the Financial Matters tab. Navigate to the Financial Aid Essentials box and click on the Dependent

More information

BACK UP YOUR CURRENT DATA

BACK UP YOUR CURRENT DATA Online Banking Web Connect to Direct Connect Conversion QUICKEN Essentials for Mac 2007 for NASA Federal Credit Union If you already use Quicken to upload your NASA Federal Credit Union account information

More information

ETSU GoldLink Employee Self-Service. Topics Page Topics Page

ETSU GoldLink Employee Self-Service. Topics Page Topics Page ETSU GoldLink Employee Self-Service Topics Page Topics Page 1. Log In 2. Personal Information a. Change Security Question b. View Addresses and Phones c. Name Change and Social Security Number Change Information

More information

FORT SCOTT COMMUNITY COLLEGE

FORT SCOTT COMMUNITY COLLEGE FORT SCOTT COMMUNITY COLLEGE 2017-2018 Dependent Verification Form (V6-Household Resources) Your 2017-2018 Free Application for Federal Student Aid (FAFSA) was selected for review in a process called verification.

More information

INDEPENDENT Special Circumstance Review

INDEPENDENT Special Circumstance Review 2018-2019 INDEPENDENT Special Circumstance Review Student Financial Assistance Office GI Parker Hall, 300 W. 13th Street Rolla, MO 65409 Phone 573/341-4282 or 800/522-0938 Fax 573/341-4274 Email: sfa@mst.edu

More information

Verification Worksheet

Verification Worksheet 2017-2018 Verification Worksheet Coastal Alabama Community College A. Student s Information Student s Last Name Student s First Name Student s M.I. Student ID Number Student s Street Address (include apt.

More information

Verification Worksheets Dependent Student

Verification Worksheets Dependent Student 2019 2020 Verification Worksheets Dependent Student Your 2019 2020 Free Application for Federal Student Aid (FAFSA) was selected for review in a process called verification. The law says that before awarding

More information

Verification Worksheet Dependent Student

Verification Worksheet Dependent Student 2019 2020 Verification Worksheet Dependent Student Your 2019 2020 Free Application for Federal Student Aid (FAFSA) was selected for review in a process called verification. Federal law mandates that before

More information

A. Student Information. B. Family Information Verification Worksheet Independent Student. Last Name First Name MI Student ID

A. Student Information. B. Family Information Verification Worksheet Independent Student. Last Name First Name MI Student ID 2019-20 Verification Worksheet Independent Student A. Student Information Last Name First Name MI Student ID Current Address Telephone Number City State ZIP code Date of Birth B. Family Information List

More information

Last Name First Name M.I. Social Security or Student ID Number. Permanent Home Address Street & Number City/State/Zip Date of Birth

Last Name First Name M.I. Social Security or Student ID Number. Permanent Home Address Street & Number City/State/Zip Date of Birth 2016-2017 Verification Worksheet Household Resources Dependent Student Financial Services Phone: 260-982-5066 604 E. College Avenue 866-982-5066 North Manchester, Indiana 46962 Fax: 260-982-5121 sfs@manchester.edu

More information

Verification Worksheet Dependent Student V1

Verification Worksheet Dependent Student V1 2017 2018 Verification Worksheet Dependent Student V1 Your 2017 2018 Free Application for Federal Student Aid (FAFSA) was selected for review in a process called verification. The law says that before

More information

Student s Last Name Student s First Name Student s M.I. Banner ID Number. City State Zip Code Student s Address

Student s Last Name Student s First Name Student s M.I. Banner ID Number. City State Zip Code Student s  Address 2018 2019 Fayetteville State University Dependent Student Verification Worksheet Your financial aid application was selected for review in a process called Verification. Verification is mandated by the

More information

TITLE IV VERIFICATION PROCEDURES

TITLE IV VERIFICATION PROCEDURES METROPOLITAN LEARNING INSTITUTE Licensed by the New York State Education Department Non Profit Educational Organization Innovative Approach Is Our Way to Success www.gettraining.org Main Campus: Extension:

More information

Required Documents to Complete Verification

Required Documents to Complete Verification 1819_DEP_8.29.17 Page 1 of 7 2018-2019 Required Documents to Complete Verification Please submit pages 3 through 7 of this document along with tax information listed below Parents Students Parent filed

More information

WaveNet Guide for Students

WaveNet Guide for Students WaveNet Guide for Students You ve applied for the Free Application for Federal Student Aid (FAFSA) and have received an e-mail notification from our office regarding your to access financial aid award

More information

Retirement Manager DISBURSEMENT ELIGIBILITY CERTIFICATE EMPLOYEE GUIDE

Retirement Manager DISBURSEMENT ELIGIBILITY CERTIFICATE EMPLOYEE GUIDE Retirement Manager DISBURSEMENT ELIGIBILITY CERTIFICATE EMPLOYEE GUIDE RETIREMENT MANAGER LOGIN The Retirement Manager Login page is located at: https://www.myretirementmanager.com/. Enter your ID and

More information

FAFSA Verification Instructions Parent Contact: IVFINDEP

FAFSA Verification Instructions Parent Contact: IVFINDEP 2016-17 FAFSA Verification Instructions Parent Contact: IVFINDEP FAFSA has selected your child s application for Verification. Verification is a quality control process in which FAFSA requires the Office

More information

AGGREGATE VERIFICATION GROUP Independent Student

AGGREGATE VERIFICATION GROUP Independent Student Tax filers must verify: AGGREGATE VERIFICATION GROUP Independent Student your household size number in college adjusted gross income U.S. income tax paid untaxed portions of IRA distributions untaxed portions

More information

VERIFICATION WORKSHEET FAQ S

VERIFICATION WORKSHEET FAQ S 2019-2020 VERIFICATION WORKSHEET FAQ S What is Verification and why was I selected? You are not alone! Many of the students enrolled at Wingate are selected for verification and are required to submit

More information

Verification Worksheet Dependent Student V1

Verification Worksheet Dependent Student V1 2016 2017 Verification Worksheet Dependent Student V1 Your 2016 2017 Free Application for Federal Student Aid (FAFSA) was selected for review in a process called verification. The law says that before

More information

Dependent Student Verification Form (V1)

Dependent Student Verification Form (V1) 2017-2018 Dependent Student Verification Form (V1) Name: Date of Birth: UCO ID: Phone Number: Your 2017-2018 Free Application for Federal Student Aid (FAFSA) was selected for review in a process called

More information

AGGREGATE VERIFICATION GROUP Dependent Student

AGGREGATE VERIFICATION GROUP Dependent Student Tax filers must verify: AGGREGATE VERIFICATION GROUP Dependent Student your parent(s) household size number in college yours and your parent(s) adjusted gross income yours and your parent(s) U.S. income

More information

FREQUENTLY ASKED QUESTIONS:

FREQUENTLY ASKED QUESTIONS: FREQUENTLY ASKED QUESTIONS: Q: I missed the deadlines, what should I do? EVERY ECU employee (including EPA, SPA, CSS, Graduate Assistants, Student, Temp, Casual and Occasional employees) MUST complete

More information

Verification Worksheet

Verification Worksheet 2018-2019 Verification Worksheet Coastal Alabama Community College A. Student s Information Student s Last Name Student s First Name Student s M.I. Student ID Number Student s Street Address (include apt.

More information

Verification (V1) DEPENDENT STUDENT

Verification (V1) DEPENDENT STUDENT Page 1 2018 2019 Verification (V1) DEPENDENT STUDENT Financial Aid & Scholarships Office 231 W Sixth St Bldg. 1, Powell, WY 82435 (800) 560-4692 or (307) 754-6158 www.nwc.edu financialaid@nwc.edu fax:

More information

DEPENDENT VERIFICATION WORKSHEET

DEPENDENT VERIFICATION WORKSHEET 2018-19 DEPENDENT VERIFICATION WORKSHEET You have been selected for verification by the Department of Education. Please note that the best way to verify income is by using the IRS Data Retrieval Tool (IRS

More information

Verification Worksheet for Dependent Students

Verification Worksheet for Dependent Students ANTELOPE VALLEY COLLEGE Financial Aid Office V1 Standard (V1D_17) 2016-2017 Verification Worksheet for Dependent Students Your 2016 2017 Free Application for Federal Student Aid (FAFSA) was selected for

More information

FSA Online Open Enrollment

FSA Online Open Enrollment FSA Online Open Enrollment The Open Enrollment period for your FSA is May 9 th -27 th. Open enrollment will end at 9:00 PM PST on the date shown. To begin your enrollment, you will need to navigate to

More information

e-trading on Trigold Prospector: a guide

e-trading on Trigold Prospector: a guide e-trading on Trigold Prospector: a guide www.iress.co.uk e-trading on Trigold Prospector What is e-trading? e-trading is a general term for making applications to lenders and product providers from your

More information

Integrated Student Financial Services

Integrated Student Financial Services Integrated Student Financial Services 1 University PLaza Brooklyn New York, 11201-5372 Integrated Student Financial Services IMPORTANT NEWS FILING YOUR 2012-13 FINANCIAL AID APPLICATIONS The federal government

More information

Wingate University Verification - Frequently Asked Questions

Wingate University Verification - Frequently Asked Questions What is Verification and why was I selected? Wingate University Verification - Frequently Asked Questions Verification is a process used to verify certain information on the FAFSA to ensure its accuracy.

More information

LOAN CHECKLIST Student ID Returning ECC Student Loan Borrower

LOAN CHECKLIST Student ID Returning ECC Student Loan Borrower LOAN CHECKLIST Student ID _ Returning ECC Student Loan Borrower IF YOU FAIL TO COMPLETE ALL REQUIRED INFORMATION ON THIS CHECKLIST, YOUR LOAN REQUEST WILL BE REJECTED. Returning Student Loan Borrowers

More information

Dependent Special Circumstance Form

Dependent Special Circumstance Form Dependent Special Circumstance Form 2013-2014 Please print Students Name: Student ID # Last First M.I Address: Phone # City State Zip Please indicate all the circumstances that may apply to your situation.

More information

Topics for this Session Verification Changes Reading Tax Transcripts Understanding the Difference between Legal Guardianship and Custody

Topics for this Session Verification Changes Reading Tax Transcripts Understanding the Difference between Legal Guardianship and Custody Topics for this Session 2012 2013 Verification Changes Reading Tax Transcripts Understanding the Difference between Legal Guardianship and Custody Automatic zero EFC income threshold increased to $32,000

More information

Special Circumstances Form

Special Circumstances Form 2019-2020 Special Circumstances Form Occasionally, unusual circumstances exist that may warrant reconsideration of financial aid eligibility. If the information you reported on your Free Application for

More information

Parent Marital Status Correction/Update Form

Parent Marital Status Correction/Update Form Student Financial Aid Services Office Use Only 875 Perimeter Drive MS4291 Doc: PASD #22 Moscow, ID 83844-4291 Tkg Grp: PHONE: 208-885-6312 Comp. Date: FAX: 208-885-5592 Comp. By: EMAIL: finaid@uidaho.edu

More information

HOW TO. nslds (National Student Loan Data System) Make Sure You Have Your fsa id Before Beginning! Forgotten Your FSA ID?

HOW TO. nslds (National Student Loan Data System) Make Sure You Have Your fsa id Before Beginning! Forgotten Your FSA ID? HOW TO Access Your Student Loans ON nslds (National Student Loan Data System) Make Sure You Have Your fsa id Before Beginning! As of May 10th, 2015 all students and parents must use the new FSA ID instead

More information

How to Pay Your UC Berkeley BFS Account Online by echeck

How to Pay Your UC Berkeley BFS Account Online by echeck University of California, Berkeley How to Pay Your UC Berkeley BFS Account Online by echeck Step-by-Step Guide for Non-Student Customers Robert Cannon 2014 Last Updated: 09-29-14 Table of Contents Overview...

More information

Verification Worksheet Federal Student Aid Aid Programs

Verification Worksheet Federal Student Aid Aid Programs 2013-2014 2018-2019 Verification Worksheet Federal Student Aid Aid Programs Independent Dependent Your application was selected for review in a process called verification. In this process, NWOSU must

More information

Parents Guide to School Gateway

Parents Guide to School Gateway Parents Guide to School Gateway Account Activation Open the email invitation from your school. Follow the link in the email as instructed Select Send a PIN to my mobile. Wait a few minutes for the PIN

More information

Infinite Campus Portal Parents Quick Reference

Infinite Campus Portal Parents Quick Reference Infinite Campus Portal Parents Quick Reference I n f i n i t e C a m p u s P o r t a l i s a w a y f o r p a r e n t s / g u a r d i a n s t o a c c e s s s t u d e n t i n f o r m a t i o n, r e g i s

More information

V5 Dependent: Standard Verification

V5 Dependent: Standard Verification 2019-2020 Verification Worksheet Coastal Alabama Community College A. Student s Information Student s Last Name Student s First Name Student s M.I. Student ID Number Student s Street Address (include apt.

More information

View and Accept Your Financial Aid in Banner

View and Accept Your Financial Aid in Banner View and Accept Your Financial Aid in Banner How to Accept Loans/Aid in Banner This guide will show students how to: Accept federal financial aid Terms and Conditions Print your SUNY Award Letter View

More information

V1-D: DEPENDENT STUDENT Standard Verification Worksheet

V1-D: DEPENDENT STUDENT Standard Verification Worksheet V1-D: 2018-2019 DEPENDENT STUDENT Standard Verification Worksheet Verification information What is verification and why was I selected? Verification is the process by which certain required information

More information

School Online Payments Parent User Guide

School Online Payments Parent User Guide School Online Payments Parent User Guide Edited for Wolf Creek Public Schools Copyright Rycor Solutions Inc. 2015 Table of Contents Table of Contents............................................. 2 Create

More information

12/4/ United Student Aid Funds, Inc. All rights reserved.

12/4/ United Student Aid Funds, Inc. All rights reserved. 12/4/2013 Tax Transcripts and Verification Requirements CASFAA 2013 Annual Conference Proprietary Workshop Program Integrity Questions and Answers Verification IRS.gov 2013 United Student Aid Funds, Inc.

More information

Independent Student Verification Form (V1)

Independent Student Verification Form (V1) 2017-2018 Independent Student Verification Form (V1) Name: Date of Birth: UCO ID: Phone Number: Your 2017-2018 Free Application for Federal Student Aid (FAFSA) was selected for review in a process called

More information

INDEPENDENT STUDENT Standard Verification Worksheet

INDEPENDENT STUDENT Standard Verification Worksheet V1-I 2019-2020 INDEPENDENT STUDENT Standard Verification Worksheet Verification information What is verification and why was I selected? Verification is the process by which certain required information

More information

To make a sales invoice using card terminal follow the steps below. 1. Run HDPOS smart. Click on the Set-Up button on main screen.

To make a sales invoice using card terminal follow the steps below. 1. Run HDPOS smart. Click on the Set-Up button on main screen. How to make a sales invoice using card terminal? A card terminal is a device that interfaces with payment cards to make electronic fund transfers. When a sales invoice is made using a credit/debit card,

More information

Running a Budget Position Report

Running a Budget Position Report Running a Budget Position Report This Addy Note explains how to run a Budget Position Report for a department or a project from within UCF Financials. It discusses how to: Run a Budget Position Report

More information

Student s Last Name Student s First Name Student s M.I. Student ID # Verification of 2016 Income Information for Student Tax Filers

Student s Last Name Student s First Name Student s M.I. Student ID # Verification of 2016 Income Information for Student Tax Filers 2018 2019 WJU Dependent Standard Verification Worksheet Student s Last Name Student s First Name Student s M.I. Student ID # Verification of 2016 Income Information for Student Tax Filers Important Note:

More information

Verification Worksheet Dependent Student

Verification Worksheet Dependent Student V6-DEP 2016 2017 Verification Worksheet Dependent Student Phone: (870) 543-5909 FAX: (870) 850-8516 E-mail: finaid@seark.edu Your Free Application for Federal Student Aid (FAFSA) was selected for review

More information

Verification Worksheet Federal Student Aid Aid Programs Programs

Verification Worksheet Federal Student Aid Aid Programs Programs 2013-2014 2018-2019 Verification Worksheet Federal Student Aid Aid Programs Programs Dependent Dependent Your application was selected for review in a process called verification. In this process, NWOSU

More information

V5 Dependent: Standard Verification

V5 Dependent: Standard Verification 2018-2019 Verification Worksheet Coastal Alabama Community College A. Student s Information Student s Last Name Student s First Name Student s M.I. Student ID Number Student s Street Address (include apt.

More information

Member Access Manual. Contents. Registration Process Logging In Making a Donation Donation History Account Information

Member Access Manual. Contents. Registration Process Logging In Making a Donation Donation History Account Information Manual Contents Registration Process Logging In Making a Donation Donation History Account Information This is the first screen you will see as a new user, and for future logins. First time users must

More information

DEPENDENT CONSIDERATION OF SPECIAL CIRCUMSTANCES Page 1 of 3

DEPENDENT CONSIDERATION OF SPECIAL CIRCUMSTANCES Page 1 of 3 2017-2018 DEPENDENT CONSIDERATION OF SPECIAL CIRCUMSTANCES Page 1 of 3 Student Name: Student ID# Complete this form only if you have already completed the 2017-2018 FAFSA (Free Application for Federal

More information

PAYER GUIDE THE STUDENT S GUIDE TO MAKING INTERNATIONAL PAYMENTS WITH FLYWIRE FLYWIRE.COM

PAYER GUIDE THE STUDENT S GUIDE TO MAKING INTERNATIONAL PAYMENTS WITH FLYWIRE FLYWIRE.COM PAYER GUIDE THE STUDENT S GUIDE TO MAKING INTERNATIONAL PAYMENTS WITH FLYWIRE WHY PAY THROUGH FLYWIRE? Flywire allows you to pay from almost any country or bank in your home currency No bank fees or further

More information

Household V1-Verification Worksheet McMurry University

Household V1-Verification Worksheet McMurry University 2014-2015 Household V1-Verification Worksheet Your 2014-2015 Free Application for Federal Student Aid (FAFSA) was selected for review in a process called verification. The law says that before awarding

More information

INDEPENDENT VERIFICATION WORKSHEET

INDEPENDENT VERIFICATION WORKSHEET I-VERF 2018-2019 INDEPENDENT VERIFICATION WORKSHEET Your 2018 2019 Free Application for Federal Student Aid (FAFSA) was selected for review in a process called verification. The law says that before awarding

More information

Decision Power Express SM Training Module I. Accessing eport

Decision Power Express SM Training Module I. Accessing eport Decision Power Express SM Training Module I Accessing eport Confidentiality / Non-Disclosure Confidentiality, non-disclosure, and legal disclaimer information The contents of this Decision Power Express

More information

Independent Sales Associate Direct Deposit Administration User Guide

Independent Sales Associate Direct Deposit Administration User Guide Independent Sales Associate Direct Deposit Administration User Guide 1 Contents Direct Deposit Administration... 3 Accessing Direct Deposit Admin for First Time Users... 3 Setting Up a New Bank Account...

More information

PRESENTS THE BORROWER EXPERIENCE

PRESENTS THE BORROWER EXPERIENCE PRESENTS THE BORROWER EXPERIENCE The Borrower Experience Table of Contents ipromise..3-44 Page 2 Campus Partners ipromise is a web-based product, which helps you manage student loans from the beginning

More information

Dependent Verification Document

Dependent Verification Document Office of Financial Aid at Rider University 2083 Lawrenceville Road Lawrenceville, New Jersey 08648 (609) 896-5360 Fax: 609-219-4487 Dependent Verification Document 2018-2019 We are requesting you verify

More information

I: Student Non-Tax Filers:

I: Student Non-Tax Filers: South Georgia State College University System of Georgia Dependent Student s 2015 Verification Worksheet (V1) Office of Financial Aid 100 West College Park Drive Douglas, GA 31533 (Douglas) 2001 South

More information

My parents and I are eligible to use the DRT. What should we do now?

My parents and I are eligible to use the DRT. What should we do now? What is the IRS Data Retrieval Tool? Your FAFSA and the IRS Data Retrieval Tool The U.S. Department of Education and the Internal Revenue Service (IRS) have collaborated to develop a tool that simplifies

More information

Viewing and Updating W-4 Information in Drexel One

Viewing and Updating W-4 Information in Drexel One Please Note: These instructions are intended to provide employees with basic information required to access and update W-4 federal tax withholding setup. The screen shots are provided for general reference

More information

Adviser Guide: MPPM Website Accessing client portfolios & resources pages

Adviser Guide: MPPM Website Accessing client portfolios & resources pages Macquarie Private Portfolio Management Adviser Guide: MPPM Website Accessing client portfolios & resources pages Prepared: September 2012 Contact: Ph: 1800 501 180 Email: mppm@macquarie.com Landing Page

More information

NCC Open Enrollment User Guide for Online Benefits Enrollment - SCG

NCC Open Enrollment User Guide for Online Benefits Enrollment - SCG NCC Open Enrollment User Guide for Online Benefits Enrollment - SCG If you have any questions while using these features, please contact your Human Resources or Payroll Office This guide is designed to

More information

Andrews University Enrollment Guide

Andrews University Enrollment Guide Andrews University Enrollment Guide The 2015 benefits enrollment web site provides you with the tools you need to make your benefit elections this year. It is your responsibility to understand the benefits

More information

THE BORROWER EXPERIENCE

THE BORROWER EXPERIENCE PRESENTS THE BORROWER EXPERIENCE Page 1 The Borrower Experience Table of Contents ipromise..3-44 mycampusloan.com.45-100 E-Exit 101-116 Page 2 Campus Partners ipromise is a web-based product, which helps

More information

How to Take a Withdrawal

How to Take a Withdrawal How to Take a Withdrawal Table of Contents Important Information Read This First! 2 Can I Withdraw Funds from My Account? What Should I Consider Before Taking a Withdrawal? Taking a Withdrawal 3 Step 1:

More information

Pay. Quick Start Guide Creditor Payments. Pay QUICK START GUIDE CREDITOR PAYMENTS

Pay. Quick Start Guide Creditor Payments. Pay QUICK START GUIDE CREDITOR PAYMENTS Creditor ments QUICK START GUIDE CREDITOR PAYMENTS 1 Creditor ments Our easy to use guide will get you up and running in no time! Index: Page: 2 Login 3 Load creditors 5 Add a creditor batch 6 Obtain a

More information

Verification (V1) DEPENDENT STUDENT

Verification (V1) DEPENDENT STUDENT Page 1 2017 2018 Verification (V1) DEPENDENT STUDENT Financial Aid & Scholarships Office 231 W Sixth St Bldg. 1, Powell, WY 82435 (800) 560-4692 or (307) 754-6158 www.nwc.edu financialaid@nwc.edu fax:

More information

Dependent Standard Verification

Dependent Standard Verification V1-D 2015-16 Dependent Standard Verification Verification information What is verification and why was I selected? Verification is the process by which certain required information on the FAFSA is reviewed

More information

: V1 Dependent Student Standard Verification Worksheet

: V1 Dependent Student Standard Verification Worksheet 2019-2020: V1 Dependent Student Standard Verification Worksheet Your 2019 2020 Free Application for Federal Student Aid (FAFSA) was selected for review in a process called verification. The law says that

More information

IMPORTANT NEWS. Filing Your FAFSA On the Web (FOTW) Using the IRS Data Retrieval Tool. What Is Verification & How Does It Affect You?

IMPORTANT NEWS. Filing Your FAFSA On the Web (FOTW) Using the IRS Data Retrieval Tool. What Is Verification & How Does It Affect You? Office of Financial Aid IMPORTANT NEWS FILING YOUR 2012-13 FINANCIAL AID APPLICATIONS The federal government has introduced a change in the way you and your family reports information on your FAFSA. The

More information

Why does UC Berkeley Extension Need My Individual Taxpayer Identification or Social Security Number (ITIN/SSN)? Frequently Asked Questions

Why does UC Berkeley Extension Need My Individual Taxpayer Identification or Social Security Number (ITIN/SSN)? Frequently Asked Questions Why does UC Berkeley Extension Need My Individual Taxpayer Identification or Social Security Number (ITIN/SSN)? Frequently Asked Questions Due to the volume of anticipated inquiries related to the University

More information

Tax ID/Employer ID (EIN) Number for Registered Student Organizations

Tax ID/Employer ID (EIN) Number for Registered Student Organizations Tax ID/Employer ID (EIN) Number for Registered Student Organizations A Tax ID Number or EIN (Employer ID Number) is like a social security number for your organization. Student organizations are often

More information

V1-I Independent Standard Verification Worksheet

V1-I Independent Standard Verification Worksheet V1-I 2015-16 Independent Standard Verification Worksheet Verification information What is verification and why was I selected? Verification is the process by which certain required information on the FAFSA

More information

Federal Verification Worksheet Dependent Student

Federal Verification Worksheet Dependent Student 2017-2018 Federal Verification Worksheet Dependent Student Your 2017 2018 Free Application for Federal Student Aid (FAFSA) was selected for review in a process called verification. To verify that you provided

More information

Kuyper College Verification Worksheet Dependent Student

Kuyper College Verification Worksheet Dependent Student Kuyper College 2018-2019 Verification Worksheet Dependent Student Your 2018-2019 Free Application for Federal Student Aid (FAFSA) was selected for review by the Federal Government in a process called verification.

More information

WORKDAY: ADDING BENEFICIARIES/BENEFICIARY CHANGES

WORKDAY: ADDING BENEFICIARIES/BENEFICIARY CHANGES KNOWLEDGE Builders WORKDAY: ADDING BENEFICIARIES/BENEFICIARY CHANGES In the case of your death, your life and accidental death & dismemberment policy is payable to the beneficiary(ies) that you designate.

More information

Participant Website Guide

Participant Website Guide Participant Website Guide Accessing Your Account... p 1 Online Enrollment... p 2 Summary... p 3 My Portfolio... p 5 Contributions... p 6 Loans & Withdrawals... p 7 Statements & Transactions... p 8 Plan

More information

SAC Tutorial-Payment Plan Tab

SAC Tutorial-Payment Plan Tab SAC Tutorial-Payment Plan Tab Valparaiso University offers the following Payment Plans for a Fall or a Spring Term. Payment Plans are not available for any of the Summer Terms. Payment Plan Dates There

More information

Banner Finance. Self Service Manual

Banner Finance. Self Service Manual Banner Finance Self Service Manual 12/06/2011 Table of Contents Logging into Banner Finance Self Service... 2 Budget Queries... 5 Saving Budget Queries... 15 Encumbrance Queries... 21 Budget Transfers...

More information

Independent Aggregate Verification Worksheet

Independent Aggregate Verification Worksheet Office of Financial Aid 50 Acacia Avenue, San Rafael, CA 94901-2298 Telephone: (416) 257-1350 Email: finaid@dominican.edu Fax: (416) 485-3294 Web site: www.dominican.edu/financialaid 2018-19 Independent

More information

EMPLOYEE OPEN ENROLLMENT HANDBOOK

EMPLOYEE OPEN ENROLLMENT HANDBOOK 1 EMPLOYEE OPEN ENROLLMENT HANDBOOK CONTENTS Login... 2 Alternate Login... 2 Demographic and Dependent Changes... 4 Address Changes... 4 Add a Spouse... 5 Add a Dependent... 6 Deleting a Spouse or Dependents...

More information

INVESTOR360 : ADDITIONAL ASSETS

INVESTOR360 : ADDITIONAL ASSETS INVESTOR360 : ADDITIONAL ASSETS The Additional Assets section displays a list of outside assets associated with the account, such as bank accounts, loans, and credit cards, as well as assets manually entered

More information