Fillable 19 20 V5 Aggregate Dependent (Jacksonville University)

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19 20 V5 Aggregate Dependent (Jacksonville University)

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2019-20 V5 Aggregate Verification - Dependent
_________
__________________________________ ______________________________
Student’s Last Name First Name M.I. Student’s Identification (ID) Number
_________
__________________________________ ______________________________
Student’s Street Address (include apt. no.) Student’s Date of Birth
___________________________________________ ______________________________
City State Zip Code Student’s Email Address
_________
__________________________________ ______________________________
Student’s Home Phone Number (include area code) Student’s Alternate or Cell Number
Number of Household Members and Number in College
List below the people in your household. Include:
• Yourself as the student.
• T
he parents (including a stepparent) even if the student doesn’t live with the parents
.
• T
he parents’ other children if the parents will provide more than half of their support from July
1,
2019, through June 30, 2020, or if the other children would be required to provide parental
information if they were completing a FAFSA for 2019-20. Include children who meet either of
these standards even if the children do not live with the parents
.
• O
ther people if they now live with the parents and the parents provide more than half of their support
and will continue to provide more than half of their support through June 30, 2020
.
N
umber in College
: Include below information about any household member, 24 or under, who will be
enrolled at least half time in a degree, diploma, or certificate program at an eligible postsecondary
educational institution any time between July 1, 2019 and June 30, 2020, include the name of the college.
Full Name
Age
Relationship College
Will be
Enrolled at
Least Half
Time
(YES or NO)
Self
Jacksonville University
Parent
NA
NA
N
ote: We may require additional documentation if we have reason to believe that the information regarding
the household members enrolled in eligible postsecondary educational institutions is inaccurate.
Pag
e 2 of 5
Verification of 2017 Income Information for Student Tax Filers
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
Impo
rtant Note: The instructions below apply to the student.
Instru
ctions: Complete this section if the student filed
a 2017 IRS income tax return. The best way to verify
income is by using the IRS Data Retrieval Tool (IRS DRT) 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 by the FAFSA filer.
Chec
k the box that applies:
The student has used
the IRS DRT in FAFSA on the Web to transfer 2017 IRS income tax return
information into the student’s FAFSA.
The s
tudent has provided the school a 2017 IRS Tax Return Transcript(s).
http://www.irs.gov/Individuals/Get-Transcript
A 2017 IR
S 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 Online – Go 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,
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.
Page
3 of 5
The in
structions and certifications below apply to the student. Complete this section if the student will not
file and is not required to file a 2017 income tax return with the IRS.
Note:
If amount earned from work is greater than $10,400 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:
The student was not employed and had no income earned from work in 2017.
The st
udent was employed in 2017 and has listed on the next page 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 student by their employers]. List every employer
even if the employer did not issue an IRS W-2 form.
If m
ore 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
High School Completion Status
Provide one of the following documents that indicate the student’s high school completion status when the
student will begin college in 2019-2020:
• A copy of
the student’s high school diploma.
• A copy of the student’s final official high school transcript that shows the date when the diploma was
awarded.
• A copy of the student’s General Educational Development (GED) certificate, an official GED
transcript that indicates the student passed the exam, or a state-authorized high school equivalent
certificate.
• For students who completed secondary education in a foreign country, a copy of the “secondary
school leaving certificate” or other similar document.
• An academic transcript that indicates the student successfully completed at least a two-year program
that is acceptable for full credit toward a bachelor’s degree.
• For a homeschooled student from a state where state law requires the student to obtain a secondary
school completion credential for homeschool (other than a high school diploma or its recognized
equivalent), a copy of that credential.
• For a homeschooled student from a state where state law does not require the student to obtain a
secondary school completion credential for homeschool (other than a high school diploma or its
B. Non-filers
Page
4 of 5
recognized equivalent), a transcript or the equivalent, signed by the student's parent or guardian, that
lists the secondary school courses the student completed and includes a statement that the student
successfully completed a secondary school education in a homeschool setting.
A student who is unable to obtain the documentation listed above must contact the financial aid office.
Statement of Educational Purpose
IDENTI
TY AND STATEMENT OF EDUCATIONAL PURPOSE
(To Be Signed at the Institution)
The student must appear in person at Jacksonville University to verify his or her identity by presenting a
valid government-issued photo identification (ID), such as, but not limited to, a driver’s license, other state-
issued ID, or passport. The institution will maintain a copy of the student’s photo ID that is annotated by the
institution with the date it was received and reviewed and the name of the official at the institution authorized
to collect the student’s ID.
In addit
ion, the student must sign, in the presence of the institutional official, a Statement of Educational
Purpose.
If y
ou are unable to appear in person, print the Statement of Educational Purpose from the Financial Aid
page of the JU website and complete with a notary. The original completed Statement of Educational
Purpose must be mailed to:
Jacksonville University
2800 University Blvd N
Jacksonville, FL 32211
Certifications and Signatures
Your signature below certifies that all of the
information reported is complete and correct.
______________________
_____________________ _________________________
Print Student’s Name Student’s ID Number
______________________
____________________ _________________________
Student’s Signature Date
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
Page 5 o
f 5
Brooke Sellars bsellar@ju.edu
• Students utilizing Veterans’ benefits:
Kerry Boggus kboggus@ju.edu
All other students are sorted by last name.
• Students Last Names A – G
Sherry Steelman sbrugge@ju.edu
• Students Last Names H – N
Rob Lowman rlowman@ju.edu
• Students Last Names O – Z
Misty Pippin mpippin1@ju.edu
Save the completed form and return as an email attachment to the appropriate financial aid counselor listed
below:
• O
nline students and Speech Pathology students:
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19 20 V5 Aggregate Dependent (Jacksonville University)

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Completed 21 July 2020

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