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 on the FAFSA is reviewed for accuracy and completeness. Students are selected for verification for one of the following reasons: The Department of Education Central Processing System found inconsistencies and/or potential errors in the student s FAFSA Random selection School selection Steps to complete verification: Complete all required sections of this worksheet, sign it, and send the completed worksheet along with any supporting documentation to the Office of Student Financial Aid. The Office of Student Financial Aid will notify you via your Edison email account if there is additional documentation needed or any other questions to be answered. The Office of Student Financial Aid cannot process your financial aid package and determine your aid eligibility until verification has been completed, so it is imperative that you provide the required documents as soon as possible. \ Section 1 - Student Information STUDENT INFORMATION Student s Last Name First Name M.I. Student s Social Security Number Student s Street Address (include apt. no.) City State Zip Code Student s Home Phone Number (include area code) Student s Date of Birth Student s Email Address Student s Alternate or Cell Phone Number Page 1 of 6
*** ONLY Complete this section if the student did file or will file a 2016 Federal 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 2016 income information that was transferred into the student s FAFSA using the IRS DRT if that information was not changed by the FAFSA filer. DEPENDENT STUDENT TAX FILERS: 2016 IRS Income Tax Return Information The Student has used the IRS DRT in FAFSA on the Web to transfer 2016 IRS income tax return information into the student s FAFSA. The Student was unable or chose not to use the IRS DRT in FAFSA on the Web, and instead must provide the school with a 2016 IRS Federal Tax Return Transcript obtained from the IRS. A 2016 IRS Tax Return Transcript may be obtained within 10 business days through: Automated Telephone Request Call the IRS at 1-800-908-9946. On-line Request - Go to www.irs.gov, under the Tools heading on the IRS homepage, click Get a Tax Transcript. Click Get Transcript by MAIL or Get Transcript ONLINE. Make sure to request the IRS Tax Return Transcript and NOT the IRS Tax Account Transcript. To use the Get Transcript ONLINE tool to get immediate tax transcript access, the user must have access to valid email address, a text-enabled mobile phone, and specific financial account numbers such as a credit card number. Paper Request Form - IRS Form 4506T-EZ or IRS Form 4506-T. DEPENDENT STUDENT NON TAX FILERS: 2016 Income Information *** ONLY Complete this section if the student will not file and is not required to file a 2016 income tax return with the IRS. The student was not employed and had no income earned from work in 2016. The student was employed in 2016 and has listed below the names of all employers, the amount Page 2 of 6
earned from each employer in 2016, and whether an IRS W-2 form is provided. [Provide copies of all 2016 IRS W-2 forms issued to the student by their employers]. List every employer even if the employer did not issue an IRS W-2 form. If more space is needed, provide a separate page with the student s name and ID number at the top. Employer s Name 2016 Amount IRS W-2 Provided? Earned Suzy s Auto Body Shop (example) $2,000.00 Yes By signing the verification document below, the student is certifying that he/she did not file and was not required to file a 2016 income tax return. *** ONLY Complete this section if the parent(s) did file or will file a 2016 Federal Tax Return. This section applies to each parent included in the household. 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 2016 IRS income tax return information that was transferred into the student s FAFSA using the IRS DRT if that information was not changed by the FAFSA filer. Note: If the parents filed separate 2016 IRS income tax returns, the IRS DRT cannot be used and signed copies of the 2016 IRS Federal Tax Return Transcripts must be provided for each. PARENT TAX FILERS: 2016 IRS Income Tax Return Information My parents have used the IRS DRT in FAFSA on the Web to transfer 2016 IRS income tax return information into the student s FAFSA. My parents were unable or chose not to use the IRS DRT in FAFSA on the Web, and instead must provide the school with a 2016 IRS Federal Tax Return Transcript obtained from the IRS. A 2016 IRS Tax Return Transcript may be obtained within 10 business days through: Automated Telephone Request Call the IRS at 1-800-908-9946. Page 3 of 6
On-line Request - Go to www.irs.gov, under the Tools heading on the IRS homepage, click Get a Tax Transcript. Click Get Transcript by MAIL or Get Transcript ONLINE. Make sure to request the IRS Tax Return Transcript and NOT the IRS Tax Account Transcript. To use the Get Transcript ONLINE tool to get immediate tax transcript access, the user must have access to valid email address, a text-enabled mobile phone, and specific financial account numbers such as a credit card number. Paper Request Form - IRS Form 4506T-EZ or IRS Form 4506-T. My parents filed separate IRS income tax returns for 2016 and have provided 2016 IRS Federal Tax Return transcripts for each parent in the household. My parents had a change in marital status after December 31, 2016. PARENT NON TAX FILERS: 2016 Income Information *** ONLY Complete this section if the parent(s) will not file and are not required to file a 2016 income tax return with the IRS. This section applies to each parent included in the household. Neither parent was employed and neither had income earned from work in 2016. One or both parents were employed in 2016 and have listed below the names of all employers, the amount earned from each employer in 2016, and whether an IRS W-2 form is provided. [Provide copies of all 2016 IRS W-2 forms issued to the parents by their employers]. List every employer even if the employer did not issue an IRS W-2 form. If more space is needed, provide a separate page with the student s name and ID number at the top. Employer s Name Parent s Name 2016 Amount IRS W-2 Earned Provided? Suzy s Auto Body Shop (example) $2,000.00 Yes Each parent non-tax filer has provided the required Official Verification of Non-filing Letter from the IRS, dated on or after October 1, 2017, that indicates a 2016 IRS income tax return was not filed. By signing the verification document and providing proof of non-filing, the parent(s) certify they were not required to file a 2016 IRS income tax return. Note: Official verification of non-filing can be obtained from the IRS by the same methods used to obtain a tax return transcript. Page 4 of 6
HOUSEHOLD SIZE (Required Section) List below ALL of the people in the parents household. Include: The student. The parents (including a stepparent) even if the student doesn t live with the parents. The parents other children if the parents will provide more than half of their support from July 1, 2018, through June 30, 2019, or if the other children would be required to provide parental information if they were completing a FAFSA for 2018-2019. Include children who meet either of these standards even if a child does not live with the parents. Other people if they now live with the parents and the parents provide more than half of their financial support and will continue to provide more than half of their financial support through June 30, 2019. If more space is needed, provide a separate page with the student s name and ID number at the top. Full Name Age Relationship Name of College (if applicable) Self Will be Enrolled at Least Half Time? (Yes or No) Note: We may require additional documentation if we have reason to believe that the information regarding the household members enrolled in eligible postsecondary educational institutions is inaccurate. Page 5 of 6
CERTIFICATIONS AND SIGNATURES (Required Section) Each person signing below certifies that all of the information reported is complete and correct. The student and each parent whose information was reported on the FAFSA must sign and date. WARNING: If you purposely give false or misleading information on this worksheet, you may be fined, sent to prison, or both. Student s Signature Date Parent 1 s Signature Date Parent 2 s Signature Date Do not mail this worksheet to the U.S. Department of Education Submit this worksheet to Edison State Community College Office of Student Financial Aid 1973 Edison Dr. Piqua, OH 45356 Page 6 of 6