E. Income Verification for 2014
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 2014 IRS income tax return information that was transferred into the student’s FAFSA
using the IRS DRT if that information was not changed. Contact the financial aid office if more information is needed about using the IRS DRT.
Please wait 3 weeks after electronically filing your tax return before using the Data Retrieval Tool or downloading your Return Transcript.
1. (PARENT) Check the box that applies:
□ The parents have used or plan to use the IRS DRT in FAFSA on the Web to transfer 2014 IRS income tax return information into the
student’s FAFSA.
□ The parents are unable to use the IRS DRT in FAFSA on the Web, and instead will provide the school a 2014 IRS Tax Return Transcript(s).
To obtain an IRS Tax Return Transcript, go to www.IRS.gov and click on the “Get Transcript of Your Tax Records” link.
If the parents filed separate 2014 IRS income tax returns, 2014 IRS Tax Return Transcripts must be provided for both.
(DO NOT send a photocopy of the income tax return)
□ The parents will not file and are not required to file a 2014 income tax return with the IRS:
____ Check here if neither parent(s) were employed and had no income earned from work in 2014.
____ Check here if one or both parents were employed in 2014 and list below the names of all employers and the amount earned from
each employer in 2014. Any parent who checks this option must provide copies of all 2014 IRS W-2 forms issued to the parent by
their employers. List every employer, even if the employer did not issue a W-2 form. Please note this option is for parents who are
not filing a tax return.
Employer’s Name (for non-tax filers only)
2. (STUDENT) Check the box that applies:
□ The student has used or plans to use the IRS DRT in FAFSA on the Web to transfer 2014 IRS income tax return information into the
student’s FAFSA.
□ The student is unable to use the IRS DRT in FAFSA on the Web, and instead will provide the school a 2014 IRS Tax Return Transcript(s). To
obtain an IRS Tax Return Transcript, go to www.IRS.gov and click on the “Get Transcript of Your Tax Records” link.
(Do NOT send a photocopy of the income tax return)
□ The student will not file and is not required to file a 2014 income tax return with the IRS (complete explanation below):
____ Check here if the student was not employed and had no income earned from work in 2014.
____ Check here if the student was employed in 2014 and list below the names of all employers and the amount earned from each
employer in 2014. Any student who checks this option must provide copies of all 2014 IRS W-2 forms issued to the student by
his/her employers. List every employer, even if the employer did not issue a W-2 form. Please note this option is for students who
are not filing a tax return.
Employer’s Name (for non-tax filers only)
3. In 2014, did any member of the parent(s)’ household roll over any portion of an IRA distribution or retirement account?
□ YES (please include a copy of Form 1099 for the rollover)
□ NO
F. Certifications and Signatures
Each person signing below certifies that all of the information reported is complete and correct. The student and one parent whose information is
reported on the FAFSA must sign and date. WARNING: If you purposely give false or misleading information you may be fined, be sentenced to
jail, or both.
CLU Office of Financial Aid
60 West Olsen Road #1375
Thousand Oaks, CA 91360
EMAIL: finaid@callutheran.edu
FAX: (805) 493-3114
Student’s Signature – Required
Parent’s Signature – Required
