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2019-20 Parent Verification Form
_________
__________________________________ ______________________________
Student’s Last Name First Name M.I. Student’s Identification (ID) Number
Verification of 2017 Income Information for Parent
Complete part A if you filed a 2017 tax return; complete part B if you did not file a tax return.
A. Tax Return Filers
Important Note: The instructions below apply to each parent included in the household. If the parents filed
separate IRS income tax returns for 2017 we will need a 2017 tax return transcript for both parents.
Instructions: Complete this section if the parents filed a 2017 IRS income tax return(s). The best way to
verify income is by using the IRS Data Retrieval Tool that is part of FAFSA on the Web at FAFSA.gov. In
most cases, no further documentation is needed to verify 2017 income information that was transferred into
the student’s FAFSA using the IRS DRT if that information was not changed. DRT is not available if
married filing separately, if filing a foreign income tax return, or if filing an amended tax return.
Contact the financial aid office if more information is needed about using the IRS DRT.
Check the box that applies
The parents have used the IRS DRT in FAFSA on the Web to transfer 2017 IRS income tax return
information into the student’s FAFSA
Th
e parents are unable or choose not to use
the IRS DRT in FAFSA on the Web, and instead have
provided the school a 2017 IRS Tax Return Transcript(s).
A 2017
IRS Tax Return Transcript may be obtained through:
Get Transcript by Mail – Go to www.irs.gov
, click "Get Your Tax Record.” Click “Get Transcript
by Mail.” Make sure to request the “Return Transcript” and NOT the “Account Transcript.” The
transcript is generally received within 10 business days from the IRS’s receipt of the online
request.
Get Transcript OnlineGo to www.irs.gov, click "Get Your Tax Record." Click “Get Transcript
Online.” Make sure to request the “Return Transcript” and NOT the “Account Transcript.” To
use the Get Transcript Online tool, the user must have (1) access to a valid email address, (2) a
text-enabled mobile phone (pay-as-you-go plans cannot be used) in the user’s name, and (3)
specific financial account numbers (such as a credit card number or an account number for a home
mortgage or auto loan). The transcript displays online upon successful completion of the IRS’s
two-step authentication.
Automated Telephone Request – 1-800-908-9946. Transcript is generally received within 10
business days from the IRS’s receipt of the telephone request.
Paper Request Form – IRS Form 4506T-EZ or IRS Form 4506-T. The transcript is generally
received within 10 business days from the IRS’s receipt of the paper request form.
In
most cases, for electronic tax return filers, 2017 IRS income tax return information is available for
the IRS DRT or the IRS Tax Return Transcript within 2–3 weeks after the 2017 electronic IRS income
tax return has been accepted by the IRS. Generally, for filers of 2017 paper IRS income tax returns,
Page 2 of 3
the 2017 IRS income tax return information is available for the IRS DRT or the IRS Tax Return
Transcript within 6–8 weeks after the 2017 paper IRS income tax return has been received by the IRS.
Contact the financial aid office if more information is needed about using the IRS DRT or obtaining an
IRS Tax Return Transcript.
If the parents filed separate 2017 IRS income tax returns, the IRS DRT cannot be used and the 2017
IRS Tax Return Transcript(s) must be provided for each.
Note: If you filed a non-IRS income tax return:
A tax filer who filed an income tax return with Guam, the Commonwealth of the Northern Mariana
Islands, the Commonwealth of Puerto Rico and the U.S. Virgin Islands may provide a signed copy of his
or her income tax return that was filed with the relevant tax authority. However, if we question the
accuracy of the information on the signed copy of the income tax return, the tax filer must provide us
with a copy of the tax account information issued by the relevant tax authority before verification can be
completed.
A tax filer who filed an income tax return with the tax authority for American Samoa must provide a
copy of his or her tax account information.
A tax filer who filed an income tax return with tax authorities not mentioned above, i.e. a foreign tax
authority, and who indicates that he or she is unable to obtain the tax account information free of charge,
must provide documentation that the tax authority charges a fee to obtain that information, along with a
signed copy of his or her income tax return that was filed with the relevant tax authority.
B. Non-filers
The instructions and certifications below apply to each parent included in the household. Complete this
section if the parents will not file and are not required to file a 2017 income tax return with the IRS.
Note: If amount earned from work is greater than $10,400 if single, $20,800 if married under 65, or $16,750
if widow(er) with a dependent child then you are required to file and must submit an IRS Tax Return
Transcript or use the IRS Data Retrieval link in your FAFSA. For more information on tax filing
requirements, visit www.irs.gov/publications/p17/.
Check the box that applies:
Neither parent was employed and had no income earned from work in 2017.
One or both parents were employed in 2017 and have listed below the names of all employers, the
amount earned from each employer in 2017, and whether an IRS W-2 form is provided. [Provide
copies of all 2017 IRS W-2 forms issued to the parents by their employers]. List every employer
even if the employer did not issue an IRS W-2 form.
If more space is needed, provide a separate page with the student’s name and ID number at the top.
Employer’s Name
2017 Amount
Earned
IRS W-2 Provided?
Suzy’s Auto Body Shop (example)
$2,000
Yes
P
age 3 of 3
Individuals selected for verification that did not file a 2017 IRS income tax return are required to obtain a
“Verification of Non-filing” letter from the IRS. The request for “Verification of Non-filing” can be obtained
online at www.IRS.gov:
1. C
lick on the “Get Transcript of Your Tax Records” link
.
2. S
elect “Verification of Non-filing Letter” and follow instructions.
Or you may use IRS Form 4506-T and check box 7 (Form 4506-T must be mailed directly to the IRS).
P
lease note, a taxpayer may fail to file a tax return even though there is a filing requirement; the verification
letter does not address whether or not the taxpayer should have filed a tax return.
C
heck here if confirmation of non-filing is provided.
Certifications and Signatures
The signature below certifies that all of the
information reported is complete and correct.
The parent whose information was
reported on the FAFSA must sign and date.
_________
__________________________________
Print Parent’s Name
_________
_________________________________ _________________________
Parent’s Signature Date
S
ave the completed form and return as an email attachment to the appropriate financial aid counselor listed
below:
O
nline students and Speech Pathology students:
Brooke Sellars bsellar@ju.edu
S
tudents utilizing Veterans’ benefits:
Kerry Boggus kboggus@ju.edu
A
ll other students are sorted by last name.
Students Last Names A – G
Sherry Steelman s
brugge@ju.edu
S
tudents Last Names H – N
Rob Lowman rlowman@ju.edu
S
tudents Last Names O – Z
Misty Pippin mpippin1@ju.edu
WARNING: If you purposely give false
or misleading information you may be
fined, be sentenced to jail, or both.
click to sign
signature
click to edit