Verification Worksheet. Dependent Student. Student s Last Name Student s First Name Student s M.I. Student s Social Security Number

Transcription

1 Verification Worksheet Dependent Student Your Free Application for Federal Student Aid (FAFSA) was selected for review in a process called verification. The law states that before awarding Federal Student Aid, we must ask you to confirm the information you and your parents reported on your FAFSA. To verify that you provided correct information, the Dordt College (DC) Financial Aid Office will compare your FAFSA with the information on this worksheet and with any other required documents. If there are differences, your FAFSA information may need to be corrected. You and at least one parent must complete and sign this worksheet, attach any required documents, and submit the form and other required documents to the DC Financial Aid Office. If needed, the DC Financial Aid Office may ask for additional information. You or DC may need to make corrections electronically. A new Student Aid Report may be generated if changes are made. A financial aid award will not be completed until this verification process is finished. You can submit this information any time throughout the school year, but it must be completed within 30 days before the end of the school year in order for reprocessing to be completed if needed. If you have questions about verification, contact the Dordt College Financial Aid Office as soon as possible so your financial aid will not be delayed. A. Dependent Student s Information Student s Last Name Student s First Name Student s M.I. Student s Social Security Number Street Address City State Zip Code Student s Address Home Phone Number Student s Alternate or Cell Phone # Student s Date of Birth B. Dependent Student s Family Information List below ALL the people in the student s household. Include: Yourself and your parent(s) (including a stepparent). These are the parent(s) you are currently living with or would live with if you were not in school. Your parents other children if a) your parent(s) will provide more than half of their support from July 1, 2015, through June 30, 2016, or b) the other children would be required to provide parental information if they were completing a FAFSA for Other people if they now live with your parent(s) and your parent(s) provide more than half of their support and will continue to provide more than half of their support through June 30, Include the name of the college for any household member who will be enrolled at least half time, in a degree, diploma, or certificate program at a postsecondary educational institution any time between July 1, 2015, and June 30, Don t list college information for parents. If more space is needed to list family members attach a separate page with the student s name at the top. Full Name Age Relationship College If applicable Will be Enrolled at Least Half Time Missy Jones(example) 18 Sister Central University Yes Self

2 C. Dependent Student s Income Information to Be Verified Complete either #1 or #2, not both. 1. Tax Return FILERS Important Note: If the student filed, or will file, an amended 2014 IRS tax return, you must contact the Dordt College Financial Aid Office before completing this section. The student has used the IRS Data Retrieval Tool in FAFSA on the Web to transfer 2014 IRS income tax information into the student s FAFSA. The student has not yet used the IRS Data Retrieval Tool in FAFSA on the Web, but will use the tool to transfer 2014 IRS income tax information into the student s FAFSA once the 2014 IRS income tax return has been filed. See enclosed instructions. The student is unable or chooses not to use the IRS Data Retrieval Tool in FAFSA on the Web, and instead will provide Dordt College a 2014 IRS tax return transcript-not a photocopy of the income tax return. See enclosed instructions. Check here if the student s IRS tax return transcript(s) is attached to this worksheet. Check here if the student s IRS tax return transcript(s) will be submitted to Dordt College later. If a student has filed a tax return, verification cannot be completed until either the IRS Data Retrieval tool has transferred tax information into the FAFSA or the IRS tax return transcript has been submitted. 2. Tax Return NONFILERS - Complete this section if the student will not file and is not required to file a 2014 income tax return with the IRS. The student was not employed and had no income earned from work in The student was employed in 2014 and has listed below the names of all employers, the amount earned from each employer in 2014, and whether an IRS W-2 form is attached. A copy of the 2014 W-2 forms is required if a W-2 was issued to the student by employers. List every employer even if the employer did not issue an IRS W-2 form. If more space is needed, attach a separate page with the student s name at the top. Employer s Name 2014 Amount IRS W-2 Earned Attached? Suzy s Auto Body Shop (example) $2, Yes(example) If IRS W-2 not provided, Explain why D. Parent s Income Information to Be Verified - Note: If two parents were reported in Section B of this worksheet, the instructions and certifications below refer and apply to both parents. 1. Tax Return FILERS Important Note: If the student s parent(s), filed or will file, an amended 2014 IRS tax return the Dordt College Financial Aid Office must be contacted before completing this section. The parents have used the IRS Data Retrieval Tool in FAFSA on the Web to transfer 2014 IRS income information into the student s FAFSA. The parents have not yet used the IRS Data Retrieval Tool, but will use the tool to transfer 2014 IRS income tax information into the student s FAFSA once the parent s 2014 IRS income tax return has been filed. See enclosed instructions. The parents are unable or choose not to use the IRS Data Retrieval Tool in FAFSA on the Web, and instead will provide Dordt College a 2014 IRS tax return transcript-not a photocopy of the income tax return. See enclosed instructions.

3 Check here if the parent s IRS tax return transcript(s) is attached to this worksheet. Check here if the parent s IRS tax return transcript(s) will be submitted to Dordt College later. Verification cannot be completed until the IRS tax return transcript(s) has been submitted. Only complete this section if parent(s) did NOT file a tax return. 2. Tax Return NONFILERS - Complete this section if the student s parent(s) will not file and is not required to file a 2014 income tax return with the IRS. The parent(s) was not employed and had no income earned from work in The parent(s) was employed in 2014 and has listed below the names of all the parent s employers, the amount earned from each employer in 2014, and whether an IRS W-2 form is attached. A copy of the 2014 IRS W-2 form is required if a W-2 was issued to the parent(s) by employer(s). List every employer even if they did not issue an IRS W-2. If no W-2, explain why. If more space is needed, attach a separate page with the student s name and date of birth at the top. Employer s Name 2014 Amount Earned IRS W-2 Attached? Suzy s Auto Body Shop (example) $2, (example) Yes (example) If IRS W-2 not Provided, explain why E. Parent s Other Information to Be Verified 1. Did someone in the student s parent s household (listed in Section B) receive benefits from the Supplemental Nutrition Assistance Program or SNAP (formerly known as food stamps) any time during the 2013 or 2014 calendar years? Check this box if no Supplemental Nutrition Assistance (food stamps) were received in your household in 2013 or Check this box if any of the persons listed in Section B of this worksheet received SNAP benefits in 2013 or If asked by Dordt College, I will provide documentation of the receipt of SNAP benefits during 2013 and/or Was child support paid by someone in your household in 2014? No child support was paid in One (or both) of the student s parents listed in Section B of this worksheet paid child support in The parent has indicated below the name of the person who paid the child support, the name of the person to whom the child support was paid, the names of the children for whom child support was paid, and the total annual amount of child support that was paid in 2014 for each child. If asked by Dordt College, I will provide documentation of the payment of child support. If you need more space, attach a separate page that includes the student s name and Social Security Number at the top. Name of Person Who Paid Child Support Name of Person to Whom Child Support was Paid Name of Child for Whom Support Was Paid Amount of Child Support Paid in 2014 Marty Jones Chris Smith (example) Terry Jones $6,000.00

4 F. Certification and Signature Each person signing below certifies that all of the information reported is complete and correct. The student and parent must sign this worksheet. Student s Signature (Required) Parent s Signature (Required) Date (Required) Date (Required) WARNING: If you purposely give false or misleading information on this worksheet, you may be fined, be sentenced to jail, or both. Do not mail this worksheet to the U.S. Department of Education. You should keep a copy of this worksheet for your records. Return by mail, or fax to: Dordt College Financial Aid Office th Ave NE Sioux Center, IA or Fax: (712) Attn: Nancy Kingma or Scan and [email protected] We urge you to contact our office by phone if you have questions about what is required or how to complete this form. Please contact Nancy Kingma at (712) or toll free at opt. #2 or [email protected]

5 Instructions to obtain Tax Information for the FAFSA/Verification Parent and student need to either use the IRS Data Retrieval Tool on the FAFSA to transfer tax information into the FAFSA OR request an IRS Tax Return Transcript from the IRS and send it to Dordt College. The following instructions apply to both parent and student if parent and student filed a tax return for Instructions for using the IRS Data Retrieval Tool on the FAFSA 1. Login to student s FAFSA 2. Click on Make FAFSA Corrections 3. Click on the Financial Information tab at the top 4. Be sure that you select Already completed for tax return status. If you have not filed your income tax form you will not be able to use this IRS Data Retrieval Tool until your taxes have been filed. If your taxes have not been paid in full you might not be able to use this tool. It takes about 3 weeks from when income tax information has been filed until this IRS Data Retrieval Tool will be able to transfer tax information. 5. Answer the questions that are presented. If any of the answers are yes you will not be able to use the IRS Data Retrieval Tool. 6. If you answer all the questions with a No you will be asked if you want to go to the IRS webpage so you can transfer your tax information. 7. You will need to enter information on the IRS site to find your tax information. Once that is retrieved you will be asked if you want to transfer tax information to the FAFSA. 8. After your tax information has been transferred continue through the FAFSA and be sure to submit it again. Do not change any information on the FAFSA once you have transferred the tax information from the IRS. 9. Dordt College will receive an updated FAFSA showing the transfer was successful. Instructions for requesting a Tax Return Transcript from the IRS You only need to get a transcript if you are choosing not to use the IRS Data Retrieval Tool on the FAFSA. If you have not filed your income tax form you will not be able to obtain a transcript until your taxes have been filed. If your taxes have not been paid in full you might not be able to get a transcript. Option 1: Phone Call the IRS and request a transcript at Enter the information requested using only the house number of your address Select Option 2 which is the tax return transcript, not the account transcript Enter the correct tax year Option 2: Order Online Go to Click on Get a transcript of your tax records Click on Get a transcript by Mail Enter required information to have a tax return transcript sent to the address on your tax return. This information needs to be completed for the person listed first on the tax return. You can use other options on the IRS website if you prefer. These options are the two simplest ways to receive a tax return transcript. If you need more instructions there are some good informational Youtube tutorials.

6