2018-19 (V1) Standard Verification Worksheet
Your 2018-2019 FAFSA was selected for review in a process called Verification. In this process, your school will be comparing information
from your FAFSA with copies of your (and your spouse’s if you are married, or your parent’s if you are dependent) 2016 Federal tax
transcript, and/or W-2 forms and/or other financial documents. Complete this verification worksheet and submit it, along with other
required documents, to the financial aid office as soon as possible to avoid a delay in processing your financial aid. If you need help,
contact the financial aid office at your school. Your school must review the requested information under the financial aid program rules (34
CFR, Part 668) and submit corrections if necessary.
A. Student Information
_______
______________________________________________________ _____________________________________________
Last Name First Name MI
Student ID Number
_____________________________________________
____________________________________________________________________________
Address (include apt. #)
Social Security Number
_____________________________________________
Date of Birth
____________________________________________________________________________
City State Zip Code _____________________________________________
Phone Number (include area code)
B. Family Information
Write the names of ALL household members* in the section below. LIST YOURSELF FIRST! Also write in the college name for any family member,
excluding your parent, who will attend college at least half time between July 1, 2018 and June 30, 2019, and will be enrolled in a financial aid eligible
program. If you need more space, attach a separate page.
*Independent Student: List the people in your household. List yourself first, then your spouse if you have one, and your children if you will provide more
than half of their support from July 1, 2018 through June 30, 2019 even if they do not live with you. Include other people only if they now live with you
and you provide more than half of their support and will continue to provide more than half of their support through June 30, 2019.
*Dependent Student: List the people in your parent’s household. List yourself first, then your parent(s)/stepparent(s) (even if you do not live with them),
and your parent/stepparent’s other children who live with them. Include parent/stepparent’s other children who do not live with them if your
parent/stepparent will provide more than half of their support from July 1, 2018 through June 30, 2019 or if the children would be required to give parental
information when applying for federal student aid. List any other people who now live in your parent/ step-parent’s household if your parent/stepparent
provides more than half of their support and will continue to provide more than half of their support through June 30, 2019.
Full Name Age Relationship College
Will be Enrolled at
Least Half Time
(example) Pam Smith
25
Wife
City University
(Yes or No)
SELF
C. Income and Financial Information to Be Verified
Check this box IF A TAX RETURN WAS FILED and complete the section below. If you (and your spouse or parents, if
applicable) filed a 2016 tax return, check all the boxes that apply (see additional instructions included with worksheet).
STUDENT SPOUSE PARENT
used the IRS DRT in FAFSA on the Web to transfer 2016 IRS
income tax info to the FAFSA when I first
submitted the FAFSA.
did not use the IRS DRT in FAFSA on the Web when FAFSA was first submitted, but used DRT to
transfer income tax info to the FAFSA on (MM/DD/YY) _____/_____/_____.
is unable or chose not to use the IRS DRT and has included a 2016 IRS Tax Return Transcript along
with this worksheet to the college financial aid office.
Check this box IF A TAX RETURN WAS NOT FILED and complete the section below. If you (and your spouse or parents,
if applicable) are not required to file a 2016 federal tax return, check all the boxes that apply.
was not employed, earned no income from work, and was not required to file a 2016 tax return.
was employed and earned income from work in 2016 but was not required to file a tax return.
List all employers in the section below even if you
did not receive a W-2 Form. Attach all W-2
forms received. Attach a separate sheet if more space is needed.
Employer Name
2016 Amount Earned
W-2 Form Received?
Bob’s Chicken Hut
$2000
(Yes or No)
D. Certification and Signatures
Each person signing this worksheet certifies that all information reported on it is complete and correct. If student is dependent, at least one parent must sign.
Your fina
ncial aid cannot be processed until the financial aid office receives the required Verification documents. Your school must review the requested information,
under the financial aid program rules (34 CFR, Part 668), and submit corrections if necessary.
WARNING: If you purposely give false or misleading information on this worksheet, you may be fined, be sentenced to jail, or both.
___________________________________________________ _____________________________________________________
Student's Signature Date Parent’s Signature (Dependent Students Only) Date
2018-2019 INSTRUCTIONS FOR VERIFYING TAX INFORMATION
The best way to verify income is by using the IRS Data Retrieval Tool (DRT) that is part of the FAFSA on the
Web. If you have not already used the tool, go to www.fafsa.gov, log in and select “Make FAFSA Corrections."
In the Financial Information section of the form, follow the instructions to determine if you are eligible to use
the IRS DRT to transfer 2016 IRS income tax information into your FAFSA. You should be able to use the IRS
DRT within 2-3 weeks after filing your return. Both the student and parent, if dependent, should use the DRT.
If you are unable or choose not to use the IRS DRT, you must obtain an IRS tax return transcript (copies of your
original Form 1040 tax return are not acceptable for verification purposes). In most cases, for electronic filers,
a 2016 IRS Tax Return Transcript is available from the IRS within 2-3 weeks after filing. If you filed a paper
return, expect 8-11 weeks for your transcript to be available.
To request an IRS tax return transcript, go to www.IRS.gov, under the Tools heading on the IRS homepage, and
click “Get a Tax Transcript by Mail.” Make sure you request the “IRS Tax Return Transcript” and NOT the “IRS
Tax Account Transcript.” Use the Social Security Number and date of birth of the first person listed on the
2016 tax return and the address on file with the IRS (the address used when your 2016 IRS tax return was
filed). Provide the transcript to the financial aid office along with your Verification Worksheet.
If you are unable or choose not to use the DRT and cannot access your IRS transcript online, you must call the
IRS at 1-800-908-9946 to receive a transcript.
Special Situations:
Amended Returns - If you filed an amended tax return, you must submit an IRS Tax Return Transcript AND a
signed copy of your Form 1040-X, "Amended U.S. Individual Income Tax Return," along with your completed
Verification Worksheet.
Victims of IRS Identity Theft - A victim of IRS tax-related identity theft must provide a Tax Return DataBase
View (TRDBV) transcript obtained from the IRS, or any other IRS tax transcript that includes all of the income
and tax information required to be verified AND a statement signed and dated by the tax filer indicating that
he or she was a victim of IRS tax-related identity theft and that the IRS is aware of the tax-related identity
theft.
Non-IRS Income Tax Returns - An individual who filed or will file a 2016 income tax return with Puerto Rico,
another U.S. territory, or with a foreign country must provide a transcript that was obtained at no cost from
the relevant taxing authority that includes all of the tax filer’s income and tax information required to be
verified for the 2016 tax year OR a signed copy of the 2016 income tax return along with the Verification
Worksheet.
Filing ExtensionsAn individual who has been granted a filing extension by the IRS must provide a copy of IRS
4868, “Application for Automatic Extension of Time to File U.S. Individual Income Tax Return,” that was filed
with the IRS for the 2016 tax year, a copy of the IRS’s approval of an extension, AND a copy of the W-2 for
each source of employment income received for the 2016 tax year and, if self-employed, a signed statement
certifying the amount of the individual’s Adjusted Gross Income (AGI) and the U.S. income tax paid for the
2016 tax year.