Fillable 2019 2020 DEPENDENT VERIFICATION WORKSHEET (State University of New York College at Potsdam)

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2019 2020 DEPENDENT VERIFICATION WORKSHEET (State University of New York College at Potsdam)

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BROWSE STATE UNIVERSITY OF NEW YORK COLLEGE AT POTSDAM FORMS

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SUNY Potsdam One Stop/Financial Aid • 44 Pierrepont Avenue • Potsdam, NY 13676
Phone: (315) 267-2943 • Toll-Free: (877) POTSDAM • Fax: (315) 267-3067 • email: onestop@potsdam.edu
Student Name: Potsdam ID:
2019 – 2020 DEPENDENT VERIFICATION WORKSHEET
INSTRUCTIONS: Complete all five parts of this worksheet and submit to the Financial Aid office for processing with
any required documentation. Failure to provide all required information will prevent us from being able to process
your financial aid awards. Be sure to read carefully and attach all required documentation.
PART I: VERIFICATION OF PARENT HOUSEHOLD
1. As of today, what is the marital status of your legal parents? Check the appropriate box.
See the attached “Who’s my parent?” informati
on sheet if you are unsure whose information to report.
Currently Married or Remarried Ne
ver Married to Anyone (skip #2) Widowed, and not Remarried
Unmarried, with both parents living together Divo
rced
or Separated, and not Remarried
2. What is the month and year of the above reported marital status of your legal parents?
Month / Year
3. Write the name, date of birth, and relationship of ALL the people in your parent(s)’ household below; include:
Yourself;
Your legal parent(s) that would provide more than half of your support, even if you choose not to live with
your parent(s). A legal parent is a biological, adoptive, and/or step-parent;
Y
our parents’ other children, even i
f they do not live with your parent(s), if
(a) your parents will provide more than half of their support from July 1, 2019 through June 30, 2020, or
(b) the children would be required to provide parental information when applying for federal aid; and
Other people if they now live with your parents and your parents provide more than half of their support
and will continue to provide more than half of their support from July 1, 2019 through June 30, 2020.
FULL NAME
Date of Birth
RELATIONSHIP
NAME OF COLLEGE/ CHECK NONE
Heather Smith (example)
01/31/99
Self
None College Name: SUNY Potsdam
None College Name:
None College Name:
None College Name:
None College Name:
None College Name:
None College Name:
None College Name:
None College Name:
4. Be sure to indicate if each household member will be attending a college, if they will be attending at least half
time between July 1, 2019 and June 30, 2020 and will be enrolled in a degree, dipl
oma, or certificate program.
CONTINUE
V1-D20
Student Name: Potsdam ID:
PART II: VERIFICATION OF STUDENT INCOME
5. Did you file an IRS income tax return or another tax return for the year 2017?
INCOME INFORMATION – STUDENT
Did you file? Check one box and attach the required documentation:
If No I did NOT work at all in the year 2017. I had no 2017 income so I did not file a 2017 tax
return because I was not required to. Required Documentation
: None.
I di
d work in the year 2017. I did NOT file a 2017 tax return because I a
m not required to.
Required Documentation: Submit copies of all your 2017 federal W-2 income statement(s).
If Yes
I will submit the following as required documentation of my tax filing:
Required Documentation: I will use/have used the IRS Data Retrieval Tool on FAFSA.gov
(instructions on page 3).
Required Documentation: I will request and submit an IRS 2017 “Tax Return
Transcript” (instructions on page 3); OR I will submit a signed 2017 federal tax return.
PART III: VERIFICATION OF PARENT INCOME
6. Did your parent(s) file an IRS income tax return or another tax return for the year 2017?
INCOME INFORMATION – PARENT(S)
Did you file? Check one box and attach the required documentation:
If No My parent(s) did NOT work at all in the year 2017. Required Documentation: Submit
a confirmation of non-filing from the IRS using Form 4506-T (instructions on page 3).
My parent(s) did work in the year 2017 but did NOT file a 2017 tax return.
Required Documentation: Submit copies of all your parents’ 2017 federal W-2 income
statement(s) and a confirmation of non-filing from the IRS using Form 4506-T (see
instructions on page 3).
If Yes
My parent will submit the following as required documentation of their tax filing:
Required Documentation: I/We will use/have used the IRS Data Retrieval Tool on
FAFSA.gov (instructions on page 3).
Required Documentation: I/We will request and submit an IRS 2017 “Tax Return
Transcript” (instructions on page 3); OR I/we will submit a signed 2017 federal tax return.
PART IV: CERTIFICATION OF INFORMATION
7. I certify that all of the information reported on this worksheet is complete and accurate to the best of my
knowledge. Warning: If you purposely give false or misleading information you may be fined, be sentenced to
jail, or both.
Student Signature (required) Date
Parent or Step-Parent Signature (required) Date
Return this form to the SUNY Potsdam Financial Aid office with all required income documentation.
(Further documentation may be required upon review of this form.)
4/2/19
HOW TO REQUEST OFFICIAL IRS DOCUMENTATION
How to use the IRS Data Retrieval
This is the preferred quickest method to verify a 2017 Federal Income Tax Return (Form 1040, 1040A or 1040EZ).
If you or your parent had taxable income in 2017 and filed a 2017 Federal Income Tax Return, then you are required to
provide us with documentation for that tax return. If both the student and parent filed income taxes, then both will
need to use the IRS Data Retrieval process to verify both incomes.
1. Go to FAFSA on the Web at www.fafsa.gov
.
2. Login to your account using your FSA ID.
3. Retrieve and transfer 2017 IRS income information into the FAFSA. Note: If you are unable to retrieve
data you will need to try the IRS Tax Transcript method.
4. Separate retrievals will need to be done for student and parent income if both filed a tax return.
5. Electronically sign and submit the FAFSA corrections you just made verifying income. Both parent and
student must provide their FSA ID to sign electronically.
The results will be sent electronically to SUNY Potsdam within 7-10 days.
How to request an IRS Tax Transcript
This is the second choice option to verify a 2017 Federal Income Tax Return (Form 1040, 1040A or 1040EZ).
If you or your parent had taxable income in 2017 and filed a 2017 Federal Income Tax Return, you are required to
provide us with documentation for that tax return. If both the student and parent filed income taxes, then both will
need to request an IRS Tax Transcript.
1. Contact the IRS at www.irs.gov/Individuals/Get-Transcript or at www.irs.gov/es/Individuals/Get-Transcript
(Spanish) or call 1-800-908-9946.
2. Be sure to request the “IRS tax return transcript” and NOT the “IRS tax account transcript.”
3. You will need your Social Security Number, date of birth, and the address on file with the IRS. Your
address is normally the mailing address used when filing your tax return.
4. Alternatively, student and/or parent can submit a completed paper 4506-T IRS Request for a Transcript of
Tax Return form to the IRS for processing. You must check BOX 6a on that form to request a tax return
transc
rip
t.
The IRS will inform you of how long it will take to receive your tax
transcript (it will likely take a couple of weeks
depending upon time of year). The online process allows you to download the PDF version immediately.
How to request proof you did NOT file taxes
STUDENT: Not Required.
PARENT: Each parent in your household who did NOT file taxes for the year 2017 is required to provide us with
confirmation from the IRS. If neither parent filed a tax return, both need to request confirmations from the IRS.
1. Contact the IRS at
www.irs.gov/Individuals/Get-Transcript or call 1-800-908-9946.
2. Be sure to request the “Verification of Nonfiling”.
3. Alternatively, you can submit a completed paper 4506-T IRS Request for a Transcript of Tax Return form
to the IRS for processing. You must check BOX 7 on that form to request the verification of non-filing.
4. Your parent will ne
ed the
ir Social Security Number, date of birth, and the address on file with the IRS.
The IRS will inform you how long it will take to receive your request (it will likely take a couple of weeks
depending upon time of year). The online process allows you to download the PDF version immediately.
Contact the SUNY Potsdam Financial Aid office if you are unable to provide the required proof using the above methods.
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2019 2020 DEPENDENT VERIFICATION WORKSHEET (State University of New York College at Potsdam)

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Completed 24 July 2020

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