2021-2022 Financial Aid Year - Summer 2021, Fall 2021, Spring 2022

Forms that may be requested by the Financial Aid Office:

• Dependent Verification Worksheet – completed online through WebAdvisor
• Independent Verification Worksheet – completed online through WebAdvisor
• 2021-2022 Parent Signature Page (pdf) (for dependent students)
• IRS Tax Transcript of 2019 student tax return** if the student did not use the IRS Data Retrieval (unchanged) when completing the FAFSA
• IRS Tax Transcript of 2019 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 2019 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.
• 2021-2022 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, official high school transcript that shows the date when the diploma was awarded OR

  • A copy of a “secondary school leaving certificate” or similar document from the proper government agency if the applicant completed secondary school in a foreign country OR

  • A copy of the applicant’s General Educational Development (GED) certificate or GED transcript that indicates the applicant passed the exam OR

  • Certification of a passing score on a test that the State of Texas authorizes and recognizes as the equivalent of a high school diploma.  This includes tests similar to the GED, such as the High School Equivalency Test or the Test Assessing Secondary Completion OR

  • An academic transcript that indicates that the applicant successfully completed at least a 2 year program that is acceptable for full credit toward a bachelor’s degree at any participating school 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

  • For homeschooled students, a secondary school completion credential (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 2019 

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 4:23 PM, February 2, 2021