Fillable 2018 19 Independent V5 Worksheet (Eastern Wyoming College)

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2018 19 Independent V5 Worksheet (Eastern Wyoming College)

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STUDENT INCOME: See “Income Verification” on page two for more information.
Hand deliver or mail original:
Financial Aid Office
Eastern Wyoming College
3200 West C Street
Torrington, WY 82240
2018-2019
Independent V5 Worksheet
(Aggregate Verification)
Your application has been selected for review in a process called “Verification.” In this process, the information from your Free
Application for Federal Student Aid (FAFSA) will be compared with your and your spouse’s (if applicable) Federal IRS tax information
as well as other financial documents. If there are differences, your FAFSA information may need to be corrected. You must complete
and sign this worksheet.
The Statement of Educational Purpose must be signed in person with a Financial Aid Office
Administrator, EWC Outreach Coordinator, or Notary Public. This worksheet and all required documents must be hand-delivered
or mailed to the Financial Aid Office at EWC.
___________________________________________________________ ____________________ __________________________
Last Name First Name M.I. EWC Student ID Number Social Security Number (last four digits)
___________________________________________________________ _______________________________________________
Mailing Address (include apartment number) E-mail Address
___________________________________________________________ _______________________________________________
City, ST, Zip Phone Number (include area code)
Fill in the information below about the household member(s) you and your spouse (if applicable) will support between July 1, 2018 and
June 30, 2019. INCLUDE YOURSELF, YOUR SPOUSE (if applicable), YOUR CHILDREN AND ANY OTHERS WHO RECEIVE
MORE THAN HALF OF THEIR SUPPORT FROM YOU. List the name of the college other household member(s) will be
attending if they are or will be enrolled in an eligible degree, diploma, or certificate program at a school eligible for Title IV
funds for at least six credits per term between July 1, 2018 and June 30, 2019.
Full name of household member
Age
Relationship to student
College attending
Self EWC
(Select one option in the list to the right and one option below): I have submitted: OR I plan to submit:
I used the IRS Data Retrieval Tool process to transfer my 2016 IRS income tax return information when completing or updating
my 2018-2019 FAFSA (See “Income Verification” for Instructions).
This option is not available for students who filed as “Married, Filing Separately.”
If you received income earned from the Federal Work-Study Program, need-based employment portions of fellowships and
assistantships, or a cooperative education program offered by a college in 2016, write in the type and amount you actually included on
your 2016 Federal tax return: Type: __________________________________________ $______________
My SIGNED 2016 Federal IRS Tax Return Transcript or SIGNED and FILED 2016 income tax return is attached.
(See “Income Verification” for Instructions).
If you received income earned from the Federal Work-Study Program, need-based employment portions of fellowships and
assistantships, or a cooperative education program offered by a college in 2016, write in the type and amount you actually included on
your 2016 Federal tax return: Type: __________________________________________ $______________
I worked in 2016, but was not required to file a tax return. My 2016 W-2s and an IRS Verification of Nonfiling Letter (dated on or
after October 1, 2017) are attached. My earnings were: $________________.
If you were self-employed (including being paid “under the table” for babysitting, lawn care, etc.), please see “Income Verification.”
I was not employed and had no income earned from work in 2016. I was not required to file a tax return, and I have
attached an IRS Verification of Nonfiling Letter (dated on or after October 1, 2017).
STUDENT INFORMATION
FAMILY INFORMATION
SPOUSE’S INCOME: See “Income Verification” on page two for more information.
ONLY COMPLETE THIS SECTION IF you meet both of the following criteria:
A) Selected “Married or Remarried” as your marital status on your FAFSA AND B) Did NOT file a joint tax return.
(Select one option in the list to the right and one option below): My spouse… has submitted: OR
plans to submit:
My spouse’s SIGNED 2016 Federal IRS Tax Return Transcript or SIGNED
and FILED 2016 income tax return is attached.
(See “Income Verification” for Instructions).
My spouse worked in 2016, but was not required to file a tax return. My spouse’s 2016 W-2s and IRS Verification of Nonfiling
Letter are attached. (See “Income Verification” for Instructions). My spouse’s earnings were: $ ____________________
The Verification of Nonfiling Letter must be dated on or after October 1, 2017.
If your spouse was self-employed (including being paid “under the table”), please see “Income Verification”.
My spouse was not employed and had no income earned from work in 2016. My spouse was not required to file a tax return,
and has attached an IRS Verification of Nonfiling Letter (dated on or after October 1, 2017). (See “Income Verification”).
IRS Data Retrieval Tool (ONLY for 2016 Tax Filers who have an FSA ID):
The easiest way to verify income information for Single, Married Filing Jointly, and Head of Household
tax filers is to use the IRS Data Retrieval Tool
(DRT) when completing the FAFSA on the Web. To use the DRT, the student must log-in to the FAFSA at fafsa.gov with his/her FSA ID and select “Make
Corrections.” If the student was a 2016 tax filer and is attempting to use the DRT, the student will need to update the STUDENT 2016 tax return status,
type of return, and filing status. Follow-up questions will determine the student’s eligibility to use the DRT. If eligible to use the DRT, a button with the
title “Link to IRS” or a hyperlink titled “View options to link to IRS” will be available on the screen. On the IRS website, confirm that the student
information is correct, and type in the exact address used to file 2016 taxes. Click “Transfer Now.” If the transfer was successful, you will not be able
to see/review the data elements, but instead will see data elements labeled as “Transferred from IRS.” Please re-sign and re-submit the FAFSA.
2016 SIGNED Federal IRS Tax Return Transcript or SIGNED and FILED income tax return:
To request an IRS Tax Return Transcript, please visit www.irs.gov/individuals/get-transcript to download and print your 2016 transcript immediately, or
request the transcript be mailed to your address on record. Be sure to request a Tax Return Transcript, NOT an Account Transcript. The tax filer must sign
(handwritten signature only) and date the Tax Return Transcript before submitting the document to EWC. If you cannot get the transcript online, please
download Form 4506-T by clicking on the “Transcript types” hyperlink on the IRS Get Transcript website. Transcripts can be sent directly to EWC by
entering EWC’s address on Line 5. If the tax filer does not send the transcript directly to EWC, then he/she will need to sign (handwritten signature) and
date the transcript before submitting. Transcripts can also be requested by calling the IRS Automated Telephone at 1-800-908-9946. If providing a tax
return, you must include documentation indicating the return was filed, such as a preparer’s name and PTIN on the return, or electronic confirmation of
return submission. The return MUST be SIGNED before submitting to EWC. To request a copy of your income tax return from the IRS (if unable to
procure one from an accountant or tax filing software), you may complete
Form 4506. Returns can be sent directly to EWC by entering EWC’s address on
Line 5. If the tax filer does not send the return directly to EWC, then he/she will need to sign (handwritten signature) and date the return before submitting.
2016 SIGNED Verification of Nonfiling Letter (ONLY for those who did not file taxes OR for those who were granted an Extension):
To request an IRS Verification of Nonfiling Letter, please visit www.irs.gov/individuals/get-transcript to download and print your 2016 Verification
of Nonfiling immediately, or request the letter be mailed to your address on record. The individual whose income is being verified will need to sign
(handwritten signature only) and date the Letter before submitting the document to EWC. If you cannot get the letter online, please download
Form 4506-T by clicking on “Transcript types” on the IRS Get Transcript website. Nonfiling letters can sent directly to EWC by entering EWC’s address
on Line 5. If the tax filer does not send the letter directly to EWC, then he/she will need to sign (handwritten signature) and date the letter before submitting.
You must check box 7 “Verification of Nonfiling” to request this document.
2016 W-2 Forms and Income Information
Please provide a copy of all 2016 W-2 forms from your employer(s). If you do not have or are unable to receive a copy from your employer(s), please
request an IRS Wage and Income Transcript at www.irs.gov/individuals/get-transcript. If you were self-employed and do not have W-2s, please submit a
statement confirming that you were self-employed; include your name(s), the type/name of your business, and your net income. The individual whose
income is being verified will need to sign (handwritten signature) and date the statement. PLEASE NOTE: you may be required to file a tax return even if
you had low net earnings. Please refer to the IRS Tax Guide (Page 6, Chapter 1) for self-employment filing criteria.
Fill in the information below as it applies to the student AND your spouse (if applicable). DO NOT LEAVE ANY ITEM BLANK.
If any item does not apply, enter “N/A” for Not Applicable where a response is requested, or enter $0 in an area where an amount is
requested. ALL AMOUNTS ARE ANNUAL. To determine the correct annual amount for each item: If you paid or received the same
dollar amount every month in 2016, multiply that amount by the number of months in 2016 you paid or received it. If you did not pay
or receive the same amount each month in 2016, add together the amounts you paid or received each month. If more space is needed for
any item, attach a separate page with the student’s name, student ID #, and appropriate information.
UNTAXED INCOME INFORMATION
INCOME VERIFICATION
A. Payments to tax-deferred pension and retirement savings
List any payments (direct or withheld from earnings) to tax-deferred pension and retirement savings plans, including, but not limited to, amounts
reported on W-2 forms (Boxes 12a through 12d with codes D, E, F, G, H, and S). Copies of all W-2 forms must be attached.
Name of person who made payment
Total amount paid in 2016
$
$
$
B. Child support received
List the amount of any child support RECEIVED in 2016 for any children listed on the Standard Verification (V1) worksheet as a household member.
Name of adult who received
the child support payment
Name of child for whom
child support was received
Age of
child
Total annual amount of child
support received in 2016
$
$
$
$
C. Housing, food, and other living allowances (these are often paid to members of the military, clergy, and others)
Total cash value that you or your spouse (if applicable) received in 2016. If you or your spouse received free room and board in 2016 for a job that
was not awarded as student financial aid, its value must be included in this figure.
DO NOT include rent subsidies for low-income housing, the value
of on-base military housing or the value of a basic military allowance for housing.
Name of recipient Type of benefit received
Total amount of benefit
received in 2016
$
$
D. Veterans non-education benefits
List the total amount of veterans non-education benefits received in 2016. Include Disability, Death Pension, Dependency and Indemnity
Compensation (DIC), and/or VA Educational Work-Study allowances. DO NOT include federal veterans educational benefits such as: Montgomery
GI Bill, Dependents Education Assistance Program, VEAP Benefits, Post-9/11 GI Bill.
Name of recipient
Type of Veterans
non-education benefit received
Total amount of benefit
received in 2016
$
$
$
E. Other untaxed income
List the amount of other untaxed income not reported and not excluded elsewhere on this form. Include items such as disability, SSD/SSDI, workers’
compensation, Black Lung Benefits, untaxed portions of health savings accounts from IRS Form 1040 Line 25, Railroad Retirement Benefits, etc.
DO NOT include student aid, Earned Income Credit, Additional Child Tax Credit, Temporary Assistance to Needy Families (TANF), untaxed Social
Security benefits, Supplemental Security Income (SSI), Workforce Investment Act (WIA) educational benefits, combat pay, benefits from flexible
spending arrangements (e.g., cafeteria plans), foreign income exclusion, or credit for federal tax on special fuels.
Name of recipient
Type of other
untaxed income received
Total amount of other untaxed
income received in 2016
$
$
$
F. Money received or paid on the student’s behalf
List any money received or paid on the student’s (and spouse’s, if applicable) behalf (e.g., payment of a bill) not reported elsewhere on this form.
Purpose (e.g., cash, rent, books,
cell phone bill, car insurance, etc.)
Source of payment
Total amount
received in 2016
$
$
$
HIGH SCHOOL COMPLETION STATUS
CERTIFICATIONS AND SIGNATURES
G. Additional information
So that we may fully understand the student’s family’s financial situation, please provide below information about any other resources, benefits, and
other amounts received by the student and any members of the student’s household. This may include items that were not required to be reported on
the FAFSA or other forms submitted to the financial aid office, and include such things as federal veterans education benefits, military housing, low-
income housing, SNAP, Medicaid, TANF, WIC, Supplemental Security Income, etc.
Name of recipient
Type of Benefit (e.g., veterans, military, low-
income, Medicaid, WIC, SSI, etc.)
Total amount
received in 2016
$
$
Please explain IN DETAIL how your family supported itself in 2016. Please include whether or not you lived with someone else who
helped support you/your family, or received assistance not otherwise listed on this form. Because FAFSA information requires 2016
income information which may not reflect your current situation, please also explain IN DETAIL how your family is supporting itself
now, including any changes in employment, benefits, or other income since 2016. You may attach a separate sheet if needed.
____________________________________________________________________________________________________________
____________________________________________________________________________________________________________
____________________________________________________________________________________________________________
____________________________________________________________________________________________________________
____________________________________________________________________________________________________________
____________________________________________________________________________________________________________
Please provide ONE of the following documents that indicates what your high school completion status will be when you will begin
college in 2018-2019. Submit it with this form and any other documentation requested.
A copy of your high school diploma.
Your final official high school transcript that shows the date when the diploma was awarded.
Your official General Educational Development (GED)* certificate or transcript.
Documentation of the HiSET/TASC or other high school equivalency exam is also acceptable.
An official academic transcript that indicates you successfully completed at least a two-year program that is acceptable for full
credit toward a bachelor’s degree.
Please note: Credits transferred in from previous institutions attended may affect your maximum time frame calculation as defined
in EWC’s Satisfactory Academic Progress Policy.
If you were home schooled in Wyoming, a copy of your transcript or the equivalent, signed by a parent or guardian, along with
EWC’s Completion of Secondary Education Form for Home Schooled Students.
If you were home schooled in another state and your state requires home schooled students to obtain a secondary school
completion credential for home school (other than a high school diploma or its recognized equivalent), a copy of that credential.
If you are unable to obtain any of the forms of documentation listed above, please contact the Financial Aid Office.
By signing this worksheet, I/we certify that all of the information reported is complete and correct. I/we also acknowledge that I/we have
read and agree to comply with all verification policies as stated by EWC in the College Catalog and on the EWC website. Failure to
submit information in a timely fashion may result in the application being filed as inactive with no further consideration and no
federal aid for the academic year. Student and spouse (if applicable) must sign:
____________________________________________________ ___________________________________________________
Student’s signature Date Spouse’s signature Date
WARNING: If you purposely give false or misleading information on this worksheet, you may be fined, sentenced to jail, or both.
STATEMENT OF SUPPORT
COMPLETE ATTACHED FORM ALSO—READ DIRECTIONS CAREFULLY
2018-2019 IDENTITY AND STATEMENT OF EDUCATIONAL PURPOSE
The student must 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 with the date it was received and the name of the official at the institution authorized to collect the student’s ID.
In addition, the following statement MUST be completed and signed in the presence of either a Financial Aid Administrator at
Eastern Wyoming College, an Outreach Coordinator at EWC or a Notary Public.
DO NOT COMPLETE THIS FORM IN ADVANCE.
Statement of Educational Purpose
I certify that I __________________________________________________ am the individual signing this
(print student’s name)
Statement of Educational Purpose and that the federal student financial assistance I may receive will only be
used for educational purposes and to pay the cost of attending Eastern Wyoming College for 2018-2019.
Student signature:
Date: Student ID #:
Declaración de Propósito Educativo
Certifico que yo, __________________________________________________ soy el individuo que firma esta
(Imprimir Nombre del Estudiante)
Declaración de Finalidad Educativa y que la ayuda financiera federal estudiantil que yo pueda recibir, sólo será
utilizada para fines educativos y para pagar el costo de asistir a Eastern Wyoming College para 2018-2019.
Firma del Estudiante:
La Fecha: ________________________ Número de Identificaciôn del Estudiante:___________________
IF SUBMITTING IN PERSON
Present this form with original valid government-issued photo ID, such
as, but not limited to, a driver’s license, other state issued ID, or passport.
IF SUBMITTING BY MAIL
Submit this original notarized form with photocopy of valid
government-issued photo ID to EWC.
To be completed by EWC Financial Aid Administrator
or EWC Outreach Coordinator (FAA/OC):
To be completed by Notary Public:
ID Type:
State of: City/County of:
ID Number:
Exp:
On (date):
Before me:
(notary’s name)
FAA/OC Name:
Personally appeared (printed name of signer):
FAA/OC Title/location:
On basis of satisfactory evidence of identification:
(Type of government-issued photo ID provided)
FAA/OC Signature:
Date:
To be the above-named person who signed the
foregoing instrument.
Notary signature:
WITNESS my hand and official seal:
My commission expires on: ________________________
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2018 19 Independent V5 Worksheet (Eastern Wyoming College)

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Completed 22 July 2020

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