Fillable 19 20 V5 Aggregate Independent (Jacksonville University)

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19 20 V5 Aggregate Independent (Jacksonville University)

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The 19 20 V5 Aggregate Independent (Jacksonville University) form is 5 pages long and contains:

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  • 1 check-box
  • 65 other fields

Country of origin: US
File type: PDF

U.S.A. forms for Jacksonville University

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P
age 1 of 5
2019-20 V5 Aggregate Verification Worksheet - Independent
___________________________________________ ______________________________
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 the student’s household. Include:
T
he student
.
T
he student’s spouse, if the student is marrie
d.
T
he student’s or spouse’s children if the student or spouse will provide more than half of their
support from July 1, 2019, through June 30, 2020, even if the children do not live with the student.
Other people if they now live with the student and the student or spouse provides more than half of
their support and will continue to provide more than half of their support through June 30, 2020
.
F
or any household member 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.
If more space is needed, provide a separate page with the student’s name and ID number at the top.
Full Name Age
Relationship
College
Will be Enrolled at
Least Half Time
(YES or NO)
Self
Jacksonville University
Note: 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.
P
age 2 of 5
Verification of 2017 Income Information for Student
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 the student and spouse, if the student is married. Notify the
financial aid office if the student or spouse filed separate IRS income tax returns for 2017 or had a change in
marital status after the end of the 2018 tax year on December 31, 2018.
Instructions: Complete this section if the student and spouse 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.
C
heck the box that applies:
The student (and spouse) have used
the IRS DRT in FAFSA on the Web to transfer 2017 IRS income
tax return information into the student’s FAFSA.
T
he student (and spouse) have provided the school a 2017 IRS Tax Return Transcript(s).
http://www.irs.gov/Individuals/Get-Transcript
I
f the student and spouse filed separate 2017 IRS income tax returns,
the IRS DRT cannot be used
and a 2017 IRS Tax Return Transcripts must be provided for both.
A
2017 IRS Tax Return Transcript may be obtained through:
• G
et 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
t
ranscript is generally received within 10 business days from the IRS’s receipt of the onlin
e
r
equest.
• 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
u
se 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 hom
e
m
ortgage or auto loan). The transcript displays online upon successful completion of the IRS’
s
t
wo-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
P
age 3 of 5
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.
B. Non-filer
The instructions and certifications below apply to the student and spouse, if the student is married. Complete
this section if the student and spouse will not file and are not required to file a 2017 income tax return with
the IRS.
N
ote: 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/.
C
heck the box that applies:
T
he student and spouse were not employed and had no income earned from work in 2017.
T
he student and/or spouse 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 student and spouse by their employers]. List every
employer even if the employer did not issue an IRS W-2 form.
I
f 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
I
ndividuals selected for verification that did not file a 2017 IRS income tax return are required to obtain a
“Verification of Nonfiling” letter from the IRS. The request for “Verification of Nonfiling” can be obtained
online at www.IRS.gov:
1. C
lick on the “Get Transcript of Your Tax Records” link
.
2.
Select “Verification of Nonfiling Letter” and follow instructions
.
O
r 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.
Check here if confirmation of nonfiling is provided.
P
age 4 of 5
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 w
as
a
warde
d.
• 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 recognize
d
equivalent), a copy of that credential.
• F
or 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
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
I
dentity 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 addition, the student must sign, in the presence of the institutional official, a Statement of Educational
Purpose available at Jacksonville University.
I
f you 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
Page 5 of 5
Certifications and Signatures
Each person signing below certifies that all of the
information reported is complete and correct.
___________________________________________ _________________________
Print Student’s Name Student’s ID Number
__________________________________________ _________________________
Student’s Signature (Required) Date
__________________________________________ _________________________
Spouses Signature Date
Save the completed form and return as an email attachment to the appropriate financial aid counselor listed
below:
• Online students and Speech Pathology students:
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
If you purposely give false
or misleading information you may be
fined, be sentenced to jail, or both.
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19 20 V5 Aggregate Independent (Jacksonville University)

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Completed 21 July 2020

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