2022-2023 Financial Aid Year - Summer 2022, Fall 2022, Spring 2023
Forms that may be requested by the Financial Aid Office:
- Dependent Verification Worksheet – completed online through WebAdvisor
- Independent Verification Worksheet – completed online through WebAdvisor
- 2022-2023 VFD Parent Signature Page (PDF) (for dependent students)
- IRS Tax Transcript of 2020 student tax return** if the student did not use the IRS Data Retrieval (unchanged) when completing the FAFSA
- IRS Tax Transcript of 2020 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 2020 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.
- 2022-2023 Identity of Statement of Educational Purpose
**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 2020
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 2:20 PM, March 25, 2022