Steps for Dependent Student Verification
Section A: Include all members in the household.
- You (the student)
- Parent(s) and step-parent if remarried
- Any siblings (if in college, please list name of college)
- Any other dependents that your parents will support at least 51% of their livelihood.
Section B: Student will indicate their tax return or income information for the previous tax filing year.
- Box 1- Student used the data retrieval tool while completing the FAFSA and no additional tax documents are requested on the 'My Dashboard' tab.
- Box 2- Student did file taxes and will provide either a signed federal 1040 tax return (and any schedules if applicable) or IRS Tax Return Transcript. You can obtain a IRS Tax Return transcript by creating an account at www.IRS.gov and requesting the document electronically or by mail. You can also call the IRS at 1-800-908-9946 to request a transcript and it will be mailed to the address on file with the IRS.
- Box 3- Student did not work and are not required to file taxes. No additional tax information is needed.
- Box 4- Student worked, but were not required to file a federal tax return. You will need to list the amount you earned and provide all W2's or 1099 from each place of employment.
Section C: Parent(s) will indicate their tax return or income information for the previous tax year.
- Box 1- Parent(s) used the data retrieval tool while completing the FAFSA and no additional tax documents are requested on the 'My Dashboard' tab.
- Box 2- Parent(s) did file taxes and will provide either a signed federal 1040 tax return (and any schedules if applicable) or IRS Tax Return Transcript. Parent(s) can obtain a IRS Tax Return transcript by creating an account at www.IRS.gov and requesting the document electronically or by mail. You can also call the IRS at 1-800-908-9946 to request a transcript and it will be mailed to the address on file with the IRS. If parents are married but filed separately both parents will need to provide signed tax documents.
- Box 3- Parent(s) did not work and are not required to file taxes. Both parents (if married) will need to request the "Verification of Non-Filing Letter", from the IRS.
- Box 4- Parent(s) worked , but were not required to file a federal tax return. You will need to list the amount you earned and provide all W2's or 1099 from each place of employment. Parent(s) will also need to request and submit a "Verification of Non-filing letter".
Section D: Student and Parent will need to provide an ink signature and date. *We cannot accept electronic signature.
Steps for Independent Student Verification
Section A: Include all members in the household.
- You (the student)
- Spouse (if married)
- Any dependent children
- Any other dependents that you, the student, will support at least 51% of their livelihood.
Section B: Student will indicate their tax return or income information for the previous tax filing year.
- Box 1- Student used the data retrieval tool while completing the FAFSA and no additional tax documents are requested on the 'My Dashboard' tab.
- Box 2- Student did file taxes and will provide either a signed federal 1040 tax return (and any schedules if applicable) or IRS Tax Return Transcript. You can obtain a IRS Tax Return transcript by creating an account at www.IRS.gov and requesting the document electronically or by mail. You can also call the IRS at 1-800-908-9946 to request a transcript and it will be mailed to the address on file with the IRS. If you are married but filed separately you will need to provide your spouse's signed tax documents.
- Box 3- Student (spouse, if applicable) did not work and are not required to file taxes. Student and spouse (if married) will need to request the "Verification of Non-Filing Letter", from the IRS.
- Box 4- Student (and spouse) worked, but were not required to file a federal tax return. Student will need to list the amount they earned and provide all W2's or 1099 from each place of employment. If married you will need to provide all of your spouse's W2's or 1099 from each place of employment.
Section C: Student will need to provide an ink signature and date. *We cannot accept electronic signature.