Fillable 20/21 2020-2021 Verification Worksheet - Tracking Group V1 (Metropolitan Community College)

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20/21 2020-2021 Verification Worksheet - Tracking Group V1 (Metropolitan Community College)

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V1 – FAV1DW/FAV1NW Page 1 of 3
2020-2021 Verification Worksheet - Tracking Group V1
Your 2020–2021 Free Application for Federal Student Aid (FAFSA) was selected for review in a process called verification. Before awarding Federal
Student Aid, we must ask you to confirm the information you reported on your FAFSA. To verify that you provided correct information, we 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 must complete and sign this worksheet, attach any required documents, and submit the form and
other required documents to us. We may ask for additional information. If you have questions about verification, contact us as soon as possible so
that your financial aid will not be delayed.
Section A: Student Information
STUDENT’S NAME: _________________________________________________________ MCC ID #: __________________________
STREET ADDRESS: _____________________________________________________________________________________________
CITY: ____________________________________________ STATE: ____________________ ZIP: _____________________________
HOME PHONE: _______________________________ CELL PHONE OR ALTERNATE PHONE NUMBER: __________________________
STUDENT’S DATE OF BIRTH: _____________________ STUDENT’S EMAIL ADDRESS: ________________________________________
Section B: Family Information– Number of Household Members and Number in College
Please check your dependency status as determined by the FAFSA and complete the following information:
_____ Dependent - If Dependent, list in the chart below the people in the Parents’ Household. Include:
The student.
The parents (including a stepparent) even if the student doesn’t live with the parents.
The parents’ other children if the parents will provide more than half of the children’s support from July 1, 2020, through June
30, 2021, or if the other children would be required to provide parental information if they were completing a FAFSA for
2020–2021. Include children who meet either of these standards, even if a child does not live with the parents.
Other people if they now live with the parents and the parents provide more than half of the other person’s support, and will
continue to provide more than half of that person’s support through June 30, 2021.
_____ Independent - If Independent, list in the chart below the people in the Student’s Household. Include:
The student.
The student’s spouse, if the student is married.
The student’s or spouse’s children if the student or spouse will provide more than half of the children’s support from July 1,
2020, through June 30, 2021, even if a child does not live with the student.
Other people if they now live with the student and the student or spouse provides more than half of the other person’s support,
and will continue to provide more than half of that person’s support through June 30, 2021.
Full Name of all Household
Members
Must meet qualifications listed above
to be included in household
Age
Relationship
to Student
Number in College: list below the
name of the college of any household
member (excluding parents) who is, or 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, 2020, and June 30,
2021. Include the state where it is located.
Will student be
Enrolled in an
eligible college or
university at Least
Half Time?
(Yes or No)
Self
Metropolitan Community College, MO
Yes
If more space is needed, provide a separate page with the student’s name and ID number at the top.
Note: We may require additional documentation if we have reason to believe that the information regarding the household members
enrolled in a degree, diploma, or certificate program at an eligible postsecondary educational institutions is inaccurate.
Select from
drop-down or
type
20/21
Clear Form
V1 – FAV1DW/FAV1NW Page 2 of 3
Student Name__________________________________________MCC ID #_______________________
Section C: Income Information for 2018 Calendar Year (January 1, 2018 through December 31, 2018)
Student Income Parent(s) Income
and spouse (if applicable) (If student is dependent)
X Mark only the applicable boxes below X Mark only the applicable boxes below
Student Tax filers – Check this box. Use the IRS data
retrieval tool within the FAFSA or submit all pages of
the 2018 IRS signed tax return or transcript. If student
and spouse filed separate returns, 2018 IRS tax returns
or transcripts must be submitted for both. See page 3. I/
we filed or will file a 2018 income tax return with the
IRS. I/we used DRT _____
Student turned in tax transcript _____
Spouse turned in tax transcript _____
Parent Tax filers – Check this box. Use the IRS data
retrieval tool within the FAFSA or submit all pages of
the 2018 IRS signed tax return or transcript. If parent
1 and parent 2 filed separate returns, 2018 IRS tax
documents must be submitted for both. See page 3. I/
we filed or will file a 2018 income tax return with the
IRS. I/we used DRT ___
Parent 1 turned in tax transcript ___
Parent 2 turned in tax transcript ___
Student – Employed but did not file. Check this box,
submit 2018 W-2 form(s), fill out the chart below, and
sign page 3. Independent students must submit an IRS
verification of non-filing letter. See page 3.
I (student) was employed in 2018 but did not file, will not
file, and am not required to file a 2018 income tax return
with the IRS.
Parent 1 – Employed but did not file. Check this
box, submit 2018 W-2 form(s), fill out the chart below,
and sign page 3. Parent 1 must submit an IRS
verification of non-filing letter. See page 3.
I (parent 1) was employed in 2018 but did not file, will
not file, and am not required to file a 2018 income tax
return with the IRS.
Student - Not employed – Did not file. Check this box,
sign page 3. Independent students must submit an IRS
verification of non-filing letter. See page 3.
I (student) was not employed in 2018 had no income
earned from work, did not file, will not file, and am not
required to file a 2018 income tax return with the IRS.
Parent 1 – Not employed – Did not file. Check this
box, sign page 3. Parent 1 must submit an IRS
verification of non-filing letter. See page 3.
I (parent 1) was not employed in 2018 had no income
earned from work, did not file, will not file, and am not
required to file a 2018 income tax return with the IRS.
Spouse - Employed but did not file. Check this box,
submit 2018 W-2 form(s), fill out the chart below, and
sign page 3. Spouse must submit an IRS verification of
non-filing letter. See page 3.
I (spouse) was employed in 2018 but did not file, will not
file, and am not required to file a 2018 income tax return
with the IRS.
Parent 2 – Employed but did not file. Check this
box, submit 2018 W-2 form(s), fill out the chart below,
and sign page 3. Parent 2 must submit an IRS
verification of non-filing letter. See page 3.
I (parent 2) was employed in 2018 but did not file, will
not file, and am not required to file a 2018 income tax
return with the IRS.
Spouse - Not employed – Did not file. Check this box,
sign page 3. Spouse must submit an IRS verification of
non-filing letter. See page 3.
I (spouse) was not employed in 2018 had no income
earned from work, did not file, will not file, and am not
required to file a 2018 income tax return with the IRS.
Parent 2 – Not employed – Did not file. Check this
box, sign page 3. Parent 2 must submit an IRS
verification of non-filing letter. See page 3.
I (parent 2) was not employed in 2018 had no income
earned from work, did not file, will not file, and am not
required to file a 2018 income tax return with the IRS.
Student/spouse – filed amended return. Check this
box, submit a signed copy of the 2018 Form 1040X that
was filed with the IRS, and submit a 2018 IRS signed
tax return or transcript. See page 3.
I/we corrected my/our 2018 Federal Income Tax Return
using an Amended Return (Form 1040X).
Parent 1/Parent 2 – filed amended return. Check
this box, submit a signed copy of the 2018 Form
1040X that was filed with the IRS, and submit a
2018 IRS signed tax return or transcript. See page 3.
I/we corrected my/our 2018 Federal Income Tax
Return using an Amended Return (Form 1040X).
Student/Spouse
Annual Amount
Earned in 2018
Parent(s)
Annual Amount
Earned in 2018
IRS W-2
Provided? If not,
why?
$4,500
Yes
Total amount of income earned from work in 2018
$
$
Signed return ___
Signed return ___
Signed return__
Signed return__
0
0
Student Name__________________________________________MCC ID #_______________________
V1 – FAV1DW/FAV1NW Page 3 of 3
Section D: Certification and Signatures
Certifications and Signatures
Each person signing below certifies that all of the
information reported in Sections A-C is complete and correct.
The student and one parent whose information was
reported on the FAFSA (if dependent) must sign and date.
________________________________________ ________________________
Print Student’s Name Student’s ID Number
________________________________________ ________________________
Student’s Signature (required) Date
________________________________________ ________________________
Spouse’s Signature (if required per Section C) Date
________________________________________ ________________________
Parent 1 Signature (required if dependent) Date
________________________________________ ________________________
Parent 2 Signature (if required per Section C) Date
Detailed Instructions and Explanations: 2020/21 FAFSA Verification Worksheet
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 2018 income information that was transferred into the
student’s FAFSA using the IRS DRT if that information was not changed by the FAFSA filer. These instructions apply to each
parent included in the household (if dependent) and to the student and spouse (if married). Notify the financial aid office if the
student or spouse or parents had a change in marital status after December 31, 2018
1. If you/your spouse and/or your parents used the IRS DRT when you completed your FAFSA on the Web, we should
have your tax return data. If you did NOT use the DRT, and you are eligible to use the DRT, you may re-submit your
2020/21 FAFSA income tax data at www.fafsa.gov and select the IRS Data Retrieval Tool.
If you cannot use the IRS DRT, you may obtain a Tax Return Transcript free-of-charge using one of these methods:
Get Transcript by MAIL – Go to www.irs.gov, click "Get my tax record.” Click “Get Transcript by MAIL.”
Make sure to request the “IRS Tax Return Transcript” and NOT the “IRS Tax 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 my tax record." Click “Get Transcript ONLINE.”
Make sure to request the “IRS Tax Return Transcript” and NOT the “IRS Tax 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.
2. If you did not file a 2018 tax return, you must obtain a Verification of Non-Filing Letter from the IRS or other relevant tax
authority dated on or after October 1, 2019 (dependent students are not required to submit this document). See IRS
web site: https://www.irs.gov/pub/irs-pdf/f4506t.pdf
Check box 7 and mail form 4506T to the IRS. Most requests will be processed within 10 business days.
WARNING: If you purposely give false
or misleading information you may be
fined, sent to prison, or both.
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2021 2020-2021 Verification Worksheet - Tracking Group V1 (Metropolitan Community College)

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Completed 19 January 2021

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