2017-2018 ACADEMIC YEAR To: EMPLID: Date: / / From: Please submit photocopies of the required documentation for calendar year 2015. DOCUMENTS MUST BE SUBMITTED AND ALL PROBLEMS WITH YOUR FAFSA MUST BE RESOLVED BEFORE YOUR LAST DATE OF ATTENDANCE AT CITY TECH. PHOTOCOPIES OF DOCUMENTS ARE FOR OFFICE FILES AND WILL NOT BE RETURNED. Internal Revenue Service (IRS): CALL 1-800-908-9946 select option 2 and then enter 2015 or go online @: www.irs.gov; click Get Transcript of Your Tax Records ; click Get Transcript ONLINE ; or click Get Transcript by MAIL ; choose Return Transcript ; choose 2015 or by Mail: Complete IRS form 4506T-EZ; complete lines 1-4, line 5 gives you the option to have IRS mailed your transcript to the school; Line 6 enter 2015 (Must sign and date the form and enter your number) Then mail or fax the completed IRS form 4506T-EZ IRS Verification of non-filing letter for 2015 2015 IRS Tax Return Transcript or IRS Data Retrieval & return within 3-5 days IRS W-2 forms for 2015 IRS 1099 forms for year 2015 Signed 1040X Amended Tax Return filed with the IRS Parent(s) Student Spouse 1040X Stamped by IRS Proof of Separation: i.e. utility bills, phones, leases for each parent and/or legal separation documents Verification Worksheet (Form Enclosed) Clarification of Marital Status Form Net worth of each property at the time of signing FAFSA (value minus debt x % rented out) Answer asset questions (41 43 student) (90 92 parent) Sign & date attached correction worksheet (do not fill out) IRS Form 1099 and bank statement for each account showing balance at the time of signing FAFSA ( ) Income information seems to be low &/or incomplete: Explanation of year 2015 income and expenses (form enclosed) (provide a statement explaining 2015 support) ISIR form signed by student and/or parent (form enclosed Original or Wet Signature only) Student claimed twice by parent and self/ Provide IRS Tax Return Transcripts and Signed 1040X/Amended filed with the IRS from you or parent (stamped 1040X amendment from IRS might be requested upon return) Complete parent Data information (Questions 59-79) Social Security Card Birth Certificate/Driver s License X Please provide all required signatures on the attached document National Student Loan Database System (NSLDS) issue Social Security Card (front only) and Birth Certificate/Driver License/Passport/ Mismatch Name Proof of name change including social security card showing new name Proof of Eligible n-citizen status [original] Alien Registration Receipt Card Form I-151 or Permanent Resident Card Form I-551 or Arrival Departure Record Form I-94. Stamped Processed for I-551 International Passport if it has the endorsement Processed for I-551 Proof of Citizenship [original] Certificate of Naturalization or Citizenship or Birth Certificate (INS edit only) or Certification of Birth Abroad U.S. Passport U.S.Passport Card DD214 form or VA statement showing engagement in active duty in the Armed Forces and other-than dishonorable release, or a letter from the Veterans Administration Office stating that you are a Veteran and explaining why you are not in their database Proof of Selective Service Registration (WWW.SSS.GOV) Certificate of Marriage Current Loan Default Clearance Letter Copy of a court decision that you are or were in legal guardianship Proof that you were in foster care or a dependent or ward of the court. Parent(s) Death Certificate(s) Your 2017-2018 PELL Student Aid Report (Your DRN# is needed), go on www.fafsa.gov X Additional documents might be required upon return Other(s): If you are unable to provide any of the items above, please see a Financial Aid Counselor.
DRN# 2017 2018 ISIR CORRECTION WORKSHEET Last Name: First Name: SS#: EMPLID: I authorize the Financial Aid Office at New York City College of Technology to make the changes below based on information I/we have provided. These changes represent information that is correct to the best of my/our knowledge. Student s Signature: Parent s Signature: 1. Student s Last Name 2-3. First Name, Middle Initial 4. Street Address & Apt #: 5-7. City, State & Zip Code: 8. Social Security # (Attach copy of SS Card if correcting) 9. Date of Birth (MMDDYYYY) 10. Telephone # 13. Email Address Date: Date: 14. Is Student a US Citizen? US Citizen Elig. n-citizen 15. Alien Registration Number A- 16. Marital Status on FAFSA Filing Date 17. Month & Year Student Married, remarried, Separated, Divorced. or Widowed 18. State of Legal Residence : 19. Before 1/1/12? 20. If, give month and year: 22. Registered with Selective Service? (Males Only) 23. Drug Conviction while receiving financial aid? (Only if blank) 27.High School Name, City, & State where the High school is located: 28. 1 st Bachelor s Degree before begin 2017-2018? If not, register me 31. Interested in Work Study? Don t Know 32. Filed 2015 Tax Return? 33. Type of 2015 Tax Return Filed 1040 1040A/EZ Foreign/PR 34. Tax Filing Status 35. Eligible to File 1040A or 1040EZ? 36. Student/Spouse s AGI Step One: Student Demographic Information 37.Student/Spouse s Income Tax Paid 38.Student/Spouse s Exemptions 39. Student s Amt Earned From Work 40. Spouse s Amt Earned From Work 41. Student/Spouse s Cash, Savings, Checking Accounts on date of signing. 42. Student/Spouse s Investments Net Worth on date of signing Step Two: Student Income & Assets 43.Business/Farm Net Worth on date of signing DO NOT WRITE BELOW FINANCIAL AID OFFICE USE ONLY *All 2017-2018 documents must be submitted and all problems with your FAFSA must be resolved before your last date of attendance at City Tech. 46. Student Born Before 01/01/1994? 47. Married as of FAFSA Signing Date? 48. Working on Grad Program in 2017-2018? 49. Currently Serving on Active Duty? 50. Veteran of U.S Armed Forces? 51. Have Children whom Student supports > Half? 52. Does Student Support Other Dependents (not Children/Spouse) who live with him/her? 53. Was Student an Orphan/dependent or Ward of Court or in Foster Care at any time since age 13? 54. Is Student Emancipated Minor? 55. Was Student In Legal Guardianship other than parent? 56. Is Student Homeless per School District Liaison? 57. Is Student Homeless per HUD Shelter Director? 58. Is Student Homeless or at risk per Youth Center/Transitional Living Program Director? 59.Parent s Marital Status on date of signing 60. Month & Year Parents Married, Separated, Divorced. or Widowed 61. Parent 1 SS# 62-63. Parent 1 Last Name & First Initial: 64. Parent 1 Date of Birth 65. Parent 2 SS# Step Three: Needs To Provide Parental Information? 66-67. Parent 2 Last Name & First Initial: 68. Parent 2 Date of Birth 69. Parent s Email address: 70. Parent s state of Legal Residence : 71. Before 1/1/12? 72. If, give month and year: 73. Parent s Household Size 74. Parent s # in College 75. 79. In 2015 or 2016 did anyone in parents household receive any of the following: Medicaid or SSI SNAP Free/Reduced Price Lunch TANF WIC 95. Student s Household Size 96. Student s # in College Step Four: About the Student s Parents Step Five: Student Household Size/Benefits 97. 101. In 2015 or 2016 did Student/Spouse receive any of the following: Medicaid or SSI SNAP Free/Reduced Price Lunch TANF WIC 102. Student/Spouse Dislocated Worker? 103. Housing Plans Off Campus With Parents Date Trans. Operator Init. New ISIR Sequence: New EFC: Date Retrans. Operator Init. Retrans. ISIR Sequence: Retrans EFC:
Step Four (continued): Parent Income & Asset Information 80. Filed 2015 Tax Return? 81. Type of 2015 Tax Return Filed 1040 1040A/EZ Foreign/PR Does your family own and control more than 50 percent of the business? 82. Parent s Filing Status (Your family includes (1) persons directly related to you, such as a parent, sister or cousin, or (2) persons who are or were related to you by marriage, such as a spouse, 83. Eligible to File 1040A or 1040EZ? step-parents or sister-in-law.) 84. Is either Parent Dislocated Worker? 85. Parent s AGI 86. Parent s Tax Paid 87. Parent s # Exemptions 88. Parent 1 Amt Earned From Work 89. Parent 2 Amt Earned From Work 90. Parent s Cash, Savings, Checking Accounts on date of signing 91. Parent s Investments Net Worth (market value on signing date minus debt) 92. Parent s Business/Farm Net Worth Business Name: Parent/Student Business Information (Qs. 43 & 92) If, does the business have 100 or fewer full-time or full-time equivalent employees? If, provide Net Worth of the Business. Business value $ minus Business debt $ = Net Worth $. Parent/Student Real Estate Property Information Rental Real Estate is a unit within a family home that has its own entrance, kitchen, and bath and that is rented to someone other than a family member. Address: As of the time of signing FAFSA Current Market Value Current Property Debt Percentage of home that is rental property Net Worth $ (Enter in question #42 or 91) Income Exclusions STUDENT Question 44 PARENT(S) Question 93 a. Education Credits (Hope and Lifetime Learning) b. Child Support Paid because of divorce or separation or as a result of a legal requirement. (Do not include support for children in your household) c. Taxable Earnings from Need-Based employment programs (i.e. FWS) reported on your AGI d. Student Grants and Scholarship aid reported to the IRS in your AGI e. Taxable Combat Pay or Special Combat Pay Amount included in AGI f. Earnings from work under a cooperative education program Untaxed Income STUDENT Question 45 PARENT(S) Question 94 a. Payments to Tax Deferred Pension and Savings Plans. Codes: D, E, F, G, H and S. b. IRA Deductions and Payments to self-employed SEP, SIMPLE, Keogh and other c. Child Support Received for any of your Children (Do t Include Foster Care or Adoption Payments) d. Tax Exempt Interest Income from IRS form e. Untaxed Portions of IRA Distribution from IRS form f. Untaxed Portions of Pensions from IRS form g. Housing, Food, and Other Living Allowances Paid to Members of the Military, Clergy and others h. Veterans neducation Benefits such as Disability, Death Pension, etc. i. Other Untaxed Income not reported such as Worker s Compensation, etc. j. Money Received or Paid on Your Behalf (e.g. bills) XXXXXXXXXXXXXXXXXXXXX EFC REDUCTION TRANS # It is the policy of City Tech to recruit, employ, retain, promote, and provide benefits to employees and to admit and provide services for students without regard to race, color, national or ethnic origin, religion, age, sex, sexual orientation, gender identity, marital status, disability, genetic predisposition or carrier status, alienage, citizenship, military or veteran status, unemployment status or status as a victim of domestic violence. FA Signature + Initial _Date_ / _/_
April 25, 2017 2017-2018 AGGREGATE VERIFICATION WORKSHEET (V5) 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 the information you and your parents (if dependent) reported on your FAFSA. To verify that you provided correct information, we must compare your FAFSA with the information on this works heet and with any other required documents. If there are differences, your FAFSA information may need to be corrected. Yo ur eligibility for Federal Student Aid cannot be determined until you submit all the required documents. Submit all documents immediately. All documents with the appropriate signature must be submitted within 120 days of your last date of attendance (fall or spring semester) at City Tech. Submit all documents to the Financial Aid Office of City Tech. What You Should Do: 1. Obtain a 2015 Federal IRS Tax Return Transcript/2015 signed paper copy of IRS tax return and IRS W-2 Form for yourself, your spouse (if married) or your parents/step-parent (if dependent). You may order a TAX RETURN TRANSCRIPT from the Internal Revenue Service online at www.irs.gov/individuals/get-transcript or by phone at 1-800-908-9946. Make sure you select an IRS Tax Return Transcript and NOT the IRS Account Transcript. A signed paper copy of the 2015 tax return 1040, 1040A, 1040EZ is acceptable 2. If you or spouse (married) or your parents (if dependent) had income earned from work in 2015, but did not and were not required to file a tax return, you may provide a 2015 Verification of n-filing letter, and all W-2 forms for tax year 2015 issued to you or spouse (if married) or parents (dependent) by your employers. 3. You and at least one parent (if dependent) must complete and sign this worksheet. Attach any required documents and submit the worksheet and other required documents to the Financial Aid Office. We may ask for additional information. If you have questions about verification, contact us as soon as possible so that your financial aid will not be delayed. 4. We cannot make any federal financial aid payments to you or process a student loan request until all verification requirement s have been met and the necessary corrections have been made. 5. Submit the completed worksheet, IRS tax return transcripts, and any other documents to the Financial Aid Office. 6. When all the information has been reviewed and any necessary corrections made, you will be notified about your fina ncial aid awards. A. STUDENT AND FAMILY INFORMATION Last name First name M.I. Social security number EMPLID Address (include apt. #) Date of birth City State ZIP Phone number (include area code) INDEPENDENT STUDENTS: List the people that you (and your spouse if married) will support between July 1, 2017 and June 30, 2018. Include yourself, your spouse (if you are married), and your dependent children if you or (your spouse if married) provide more than half of their support, even if they don t live with you. Include other people only if they now live with you and you provide more than half of their support and will continue to provide more than half of their support through June 30, 2018. DEPENDENT STUDENTS: List the people that your parents will support between July 1, 2017 and June 30, 2018. Include yourself, your parents, and your parents other children if (a) your parents provide more than half of their support or (b) t he children who would be required to provide parental information when applying for Federal Student Aid, even if they don t live with parent(s). Include other people only if they now live with your parents and receive, and will continue to receive, more than half of their support from them through June 30, 2018. Write the names of all family members who meet the definitions above including yourself. Also, write the name of the college for any family member, excluding your parent(s) (if dependent), who will be attending college at least half-time between July 1, 2017 and June 30, 2018 and will be enrolled in a degree or certificate program at an eligible postsecondary educational institution. If you need more space, attach a separate page. NAME AGE RELATIONSHIP COLLEGE SELF New York City College of Technology 1 P a g e
B. STUDENT S (AND SPOUSE S) INCOME & BENEFITS INFORMATION te: tify the Office of Financial Aid if you and your parent (dependent) had a change in marital status after December 31, 2015 or filed (or will file) an amended 1040X 2015 IRS tax return. Check the appropriate boxes below and provide the requested information and documents: I/we used the IRS Data Retrieval Tool to transfer my/our 2015 income information to my FAFSA and made no further changes to the information. I/we did not (or could not) use the IRS Data Retrieval Tool to transfer my/our 2015 income information to my FAFSA. I/we have attached a copy of my/our 2015 IRS Tax Return Transcript(s). I/we did not (or could not) use the IRS Data Retrieval Tool to transfer my/our 2015 income information to my FAFSA. I/we have attached a copy of my/our 2015 IRS tax return (1040, 1040A, 1040EZ form) I/we were not employed and had no income earned from work in 2015. I/we were employed in 2015 and were not required to file a 2015 Federal Income Tax Return. Below, list the names of all employers and the amounts earned from work in 2015 even if you do not have IRS W-2 Form or IRS 1099 form. Employer Name W-2 or 1099 Attached (YES OR NO) 2015 Amount Earned $ C. PARENTS INCOME & BENEFITS INFORMATION Check the appropriate boxes below and provide the requested information and documents: I/we used the IRS Data Retrieval Tool to transfer my/our 2015 income information to the FAFSA and made no further changes to the information. I/we did not (or could not) use the IRS Data Retrieval Tool to transfer my/our 2015 income information to the FAFSA. I/we have attached a copy of my/our 2015 IRS Tax Return Transcript(s). I/we did not (or could not) use the IRS Data Retrieval Tool to transfer my/our 2015 income information to my FAFSA. I/we have attached a copy of my/our 2015 IRS tax return (1040, 1040A, 1040EZ form) I/we were not employed and had no income earned from work in 2015. I/we were employed in 2015 and were not required to file a 2015 Federal Income Tax Return. Below, list the names of all employers and the amounts earned from work in 2015 even if you do not have IRS W-2 Form or IRS 1099 form. Employer Name W-2 or 1099 Attached (YES OR NO) 2015 Amount Earned $ D. CERTIFICATION Each person signing this worksheet certifies that all the information reported on it is complete and correct. The student and one parent must sign and date. If married, the spouse s signature is optional.. I/we (if dependent) understand that if I/we purposely give false or misleading information, I/we could be fined, jailed, or both. Student s Signature Date Parent s Signature Date 2 P a g e
E. IDENTITY VERIFICATION AND STATEMENT OF EDUCATIONAL PURPOSE Do not complete this page in advance. You must complete and sign this page IN PERSON at the Financial Aid Office at City Tech. You have been selected by the U.S. Department of Education to verify your identity and educational plans. You must appear in person at City Tech s Office of Financial Aid and present a valid government-issued identification to a financial aid representative. The representative will review and copy the identification which will be maintained in our files. To complete this worksheet, you must: 1. Read, review, and sign the Statement of Educational Purpose below 2. Present the signed worksheet along with valid government-issued photo identification, such as a state driver s license, non-driver s license, military identification, or passport to a financial aid office representative. STATEMENT OF EDUCATIONAL PURPOSE I certify that I, am the (Print Student s Name) individual signing this Statement of Educational Purpose and that the Federal student financial assistance I may receive will only be used for educational purposes and to pay the cost of attending City Tech for 2017-2018 Academic Year. Student s Signature: Student s CUNYFIRST ID#: Date: It is the policy of City Tech to recruit, employ, retain, promote, and provide benefits to employees and to admit and provide services for students without regard to race, color, national or ethnic origin, religion, age, sex, sexual orientation, gender identity, m arital status, disability, genetic predisposition or carrier status, alienage, citizenship, military or veteran status, unemployment status or status as a victim of domestic violence. OFFICE USE ONLY-DO NOT WRITE BELOW 1. PROOF OF IDENTITY The above named student has presented valid government-issued photo identification such as a state driver s license, non-driver s license, military identification or passport to the NYCCT Financial Aid Office which verifies his or her identity. FA Certifying Officer s Signature Date Received Type of Valid ID Collected 2. COMPLETITION OF HIGH SCHOOL OR THE EQUIVALENT The above-named student has submitted a final high school transcript or other acceptable documentation to City Tech office that shows evidence of graduation from an accredited high school or educational institution, state-issued general education equivalency (GED), or evidence of home schooling. (Attach copy from Admissions or Registrar s Office.) FA Certifying Officer s Signature Date Received 3 P a g e