SUNY Potsdam One Stop/Financial Aid SUNY Potsdam 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:
20192020 INDEPENDENT VERIFICATION WORKSHEET
INSTRUCTIONS: Complete all four parts of this worksheet and submit for processing with any required documentation.
If you have any questions about whose information should be reported, contact the Financial Aid office for assistance.
We must receive all required information to confirm/disburse your federal aid. Be sure to re
ad carefully and attach
all required documentation.
PART I: VERIFICATION OF HOUSEHOLD
1. As of today, what is your marital status?
I am single/have never been married. I
am separated, divorced or widowed, and not remarried.
I am ma
rried o
r remarried.
2. What is the month and year you were married, remarried, separated, divorced, or widowed?
Month / Year
3. Write in the name, date of birth (DOB), and relationship of all the people in your household below; be sure to include:
Yourself and your spouse if you have one;
Your children, even if they do not live with you, if
(a) you will provide more than half of their support from July 1, 2019 through June 30, 2020, or
(b) the children would be r
equir
ed to provide parental information when applying for federal aid; and
Other people 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 from July 1, 2019 through June 30, 2020.
FULL NAME DOB RELATIONSHIP NAME OF COLLEGE OR CHECK NONE
Heather Smith (example)
01/23/1999
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 d
egree, diploma, or certificate program.
CONTINUE
4/2/19
V1-I20
Student Name: Potsdam ID:
PART II: VERIFICATION OF 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.
Required Documentation
: Submit a confirmation of non-filing from the IRS using Form
4506-T (instructions on page 3).
I did work in the year 2017. I did NOT file a 2017 tax return because I am not required to.
Required Documentation
: Submit copies of all of your 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
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 copy of my 2017 federal tax return.
6. Skip this question if you are NOT married.
If you are married, did you file a joint income tax return with your spouse for the year 2017?
INCOME INFORMATION SPOUSE
Did spouse file?
Check one box and attach the required documentation:
If No
My spouse 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 spouse did work in the year 2017 but did NOT file a 2017 tax return.
Required Documentation: Submit copies of all your spouses’ 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 spouse did work and filed a separate 2017 federal income tax return.
Required Documentation: Request and submit spouse's IRS 2017 Tax Return Transcript
(instructions on page 3), OR submit a signed copy of spouse's 2017 federal tax return.
I filed a joint return with my spouse. No further additional documentation is required.
PART III: 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, sentenced to jail
or both.
Student Signature (required) Date
Return this form to SUNY Potsdam Financial Aid with all required income documentation.
(Further documentation may be required upon review of this form.)
SEE NEXT PAGE FOR HOW TO REQUEST YOUR OFFICIAL IRS DOCUMENTATION
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 spouse 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.
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 un
able to retrieve
data you will need to try t
he IRS Tax Transcript method.
4. Electronically sign and submit the FAFSA corrections you just made verifying your income.
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 spouse had taxable income in 2017 and filed a 2017 Feder
al Income Tax Return, you are required to
provide us with documentat
ion for that tax return. If both the student and spouse 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 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, 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 6a on that form to request a tax return transcript.
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
If you or your spouse did NOT file taxes for the year 2017, you are required to provide us with confirmation from
the IRS. If both the student and spouse did not file, then both will need to request separate 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-f
iling.
4. You will need your Social S
ecurity 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.
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 SUNY Potsdam Financial Aid if you are unable to provide the required proof using the above methods.
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