Fill - Free fillable 2018 Verification Worksheet Dependent Students (University of Saint Thomas) PDF form

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Section B. Family Information

List the members of your parents’ household, including:

• yourself, even if you don’t live with your parents,

• your parent(s),

• your parents’ other children if (a) your parents will provide more than half of their support between July 1, 2018 and June

30, 2019, or (b) the child would be considered a dependent student if he/she led the FAFSA, and

• other people if they now live with your parents, your parents provide more than half of their support and your parents will

continue to provide more than half of their support between July 1, 2018 and June 30, 2019.

If your parents are divorced/separated:

• provide information for the parent you lived with the most during the last 12 months; or

• if you did not live with one parent more than the other, provide information for the parent from whom you received the most

nancial support during the past 12 months.

• if the parent you are listing on this worksheet is remarried, include your stepparent in the household.

Write the names of all household members in the spaces below. If any household members, excluding your parent(s), will

be attending college at least half-time between July 1, 2018 and June 30, 2019 and will be enrolled in a degree or certicate

program, please include the name of the college. High school students taking college courses are not considered to be

attending college for federal aid purposes. If you need more space, attach a separate page.

Federal regulations allow post-secondary schools the right to ask you for information before awarding nancial aid. (C.F.R.

Title 34, Part 668, the student nancial aid program rules).

Your application was selected for review in a process called “Verication.” Our ofce is required to collect information and

documentation to verify the information provided on your FAFSA is true and correct. Please complete this verication

worksheet and return it to our ofce as soon as possible, so your nancial aid won’t be delayed.

Note: If there are discrepancies between your FAFSA information and the federal tax return transcripts you provide, we may

submit corrections to the Federal Processor on your behalf. If necessary, you will receive a new Student Aid Report (SAR)

noting the corrections we made to your data.

Section A. Student Information

Last Name First Name M.I. ID Number

Phone Number Permanent Street Address City, State, Zip Code

Full Name Age Relationship to Student Name of College

Attending in 2018-2019

self University of St. Thomas

2018-2019 Verication Worksheet

for Dependent Students

– over –

Student

FINA 1400 10/17

Family Members

IVFD

Section C. Student’s Tax Filing Status and Income Information

What is your 2016 tax ling status?

I have led a 2016 federal tax return. Skip to Section D, then read Section E and follow directions to provide your conrmed tax data.

I did not le and was not required to le a 2016 federal tax return. If you had earnings, complete the income table below and submit all

supporting W-2 or other earnings statements with this form.

Sign this Worksheet

By signing this form, you certify that the information provided is complete and correct. WARNING: If you purposely give false or

misleading information on the form, you may be ned, sentenced to jail, or both.

Student Signature Date

Parent Signature Date

Employer - Attach additional page if needed 2016 Earnings - attach all supporting W-2 statements

Section D. Parent Tax Filing Status and Income Information

What is your parents’ 2016 tax ling status?

My parents have led a 2016 federal tax return. Skip to Section E and follow directions to provide conrmed tax data.

My parents did not le and were not required to le a 2016 federal tax return. Provide a Verication of Non-Filing Letter from the IRS dated after

Oct.1, 2017 (See Section E-3). If parents had earnings, complete the income table below and submit all supporting W-2 or other earnings statements

with this form.

Rollovers: If your parent(s) reported income in 2016 from an IRA distribution or pension and any of the reported income was a rollover to a qualied

retirement plan, please indicate the amount of the rollover below and submit a copy of the documentation regarding any rollover disclosed on this form.

2016 Total IRA/Pension Rollover $_____________

Section E. How to Provide Tax Data to the Financial Aid Ofce

Our ofce is not allowed to accept a copy of a personal tax return in order to verify tax information on the FAFSA. Please do not send a copy of

your tax return to the Financial Aid Ofce unless you were specically instructed to do so by your nancial aid counselor.

Use one of the following methods to provide your 2016 tax information to the Financial Aid Ofce. Note: if you led your FAFSA initially using IRS Data

Retrieval and you did not change any of the transferred information, you do not need to take further action. Simply return this form signed and complete.

1. IRS Data Retrieval (preferred method):

To transfer tax information, the student and/or parent must log in to the student’s processed 2018-2019 FAFSA, click on the “Financial Information” tab

in the top navigation menu, and answer the questions to determine if you are eligible to use IRS Data Retrieval. If eligible, enter your FSA ID (or apply

for one) and click the blue “LINK TO IRS” button. You will be asked to input your tax ling status and address to verify your identity. Please input your

address exactly as it appears on your led tax return.

Once your identity is conrmed, select “Transfer Now” and follow the on-screen instructions to submit the FAFSA update. FAFSA updates should be

received by the Financial Aid Ofce within 2-3 business days.

2. Request a 2016 Tax Return Transcript from the IRS:

A tax return transcript is an ofcial record of the information on your federal tax return and is acceptable for verication purposes. Transcripts can be

requested online at www.irs.gov/individuals/get-transcript or by calling 1-800-908-9946. Tax transcripts must be requested using the name, date of birth,

and SSN for the primary taxpayer. The primary taxpayer is the taxpayer whose name is listed rst on the federal tax return.

3. Request a Verication of Non-ling Letter from the IRS:

Required for any parent who did not le a tax return in 2016. Verication letters can be requested online at www.irs.gov/individuals/get-transcript, or by

mail using Form 4506-T and checking box 7.

Mail or fax this worksheet with tax documents to:

University of St. Thomas

Financial Aid Ofce - Mail 5007

2115 Summit Avenue, St. Paul, MN 55105-1096

651-962-6550 / Fax: 651-962-6599

Employer - Attach additional page if needed 2016 Earnings - attach all supporting W-2 statements

Fill Online, Printable, Fillable, Blank 2018 Verification Worksheet Dependent Students (University of Saint Thomas) Form

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Fillable 2018 Verification Worksheet Dependent Students (University of Saint Thomas)

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