2020-2021 Financial Aid Year - Summer 2020, Fall 2020, Spring 2021

Forms that may be requested by the Financial Aid Office:

  • Dependent Verification Worksheet – completed online through WebAdvisor
  • Independent Verification Worksheet – completed online through WebAdvisor
  • 2020-2021 Parent Signature Page (for dependent students)
  • IRS Tax Transcript of 2018 student tax return** if the student did not use the IRS Data Retrieval (unchanged) when completing the FAFSA
  • IRS Tax Transcript of 2018 spouse tax return** if the spouse did not use the IRS Data Retrieval (unchanged) when completing the FAFSA and if you are married and filed separate tax returns.
  • IRS Tax Transcript of 2018 parent tax return** if the parent did not use the IRS Data Retrieval (unchanged) when completing the FAFSA and you were required to provide parental information on the Free Application for Federal Student Aid.
  • 2020-2021 Identity and Statement of Educational Purpose
  • Verification of High School Completion (includes one of the following):
    • A copy of the applicant’s high school diploma OR
    • A copy of the applicant’s final high school transcript that shows the date when the applicant completed secondary school education OR
    • General Educational Development (GED) Certificate OR
    • An academic transcript of a student who has successfully completed at least a two-year program that is acceptable for full credit toward a bachelor's degree OR
    • For homeschooled students, a transcript or the equivalent, signed by the parent or guardian, that lists the secondary school courses completed by the applicant and documents the successful completion of a secondary school education OR
    • A secondary school completion credential for homeschool (other than a high school diploma or its recognized equivalent) provided for under State law.

**There are a few cases where a student, parent, or spouse cannot utilize the IRS Data Retrieval option or obtain a copy of a tax transcript. Examples of these situations and acceptable documentation are listed below:

Students or Parents filing an extension

  • Submit a copy of IRS Form 4868, Application for Automatic Extension of Time to File U.S. Individual Income Tax Return (http://www.irs.gov/pub/irs-pdf/f4868.pdf
  • Submit a copy of all W2s 
  • If self-employed submit a signed statement certifying the amount of the individuals Adjusted Gross Income (AGI) and the U.S. Income Tax paid for tax year 2018 

Students or Parents filing an Amended Return 

  • Submit a signed copy the of IRS Form 1040X that was filed  
  • Submit a tax transcript obtained from the IRS that lists account information of the original return
  • Copies of all W2s 

Students or Parents are victims of identity theft

  • Contact the IRS Identity Protection Specialized Unit at 800-908-4490 
  • Request an alternative tax return transcript TRDVB (Transcript DataBase View) 
  • Submit this form to the Financial Aid Office

Page last updated 4:24 PM, February 2, 2021