University of St. Thomas is an equal opportunity educator and employer
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, 2019 and June
30, 2020, 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, 2019 and June 30, 2020.
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, 2019 and June 30, 2020 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 copies 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 2019-2020
self University of St. Thomas
2019-2020 Verication Worksheet
for Dependent Students
– over –
Student
FINA 1400 2/19
Family Members
IVFD
Section C. Student’s Tax Filing Status and Income Information
What is your 2017 tax ling status?
I have led a 2017 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 2017 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
X
X
Employer - Attach additional page if needed
2017 Earnings - attach all supporting W-2 statements
$
$
Section D. Parent Tax Filing Status and Income Information
What is your parents’ 2017 tax ling status?
My parents have led a 2017 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 2017 federal tax return. Provide a Verication of Non-Filing Letter from the IRS dated after
Oct.1, 2018 (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 2017 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.
2017 Total IRA/Pension Rollover $_____________
Section E. How to Provide Tax Data to the Financial Aid Ofce
Use one of the following methods to provide your 2017 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 2019-2020 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 filing status and address to verify your identity. Please input your
address exactly as it appears on your filed tax return.
Once your identity is confirmed, select “Transfer Now” and follow the on-screen instructions to submit the FAFSA update. FAFSA updates should be
received by the Financial Aid Office within 2-3 business days.
2. Submit a signed 2017 Federal Tax Return copy:
The Financial Aid Office is allowed to accept a copy of a signed 2017 Federal Tax Return from the IRS 1040 Series (1040, 1040A, 1040EZ). All tax
returns must be signed either with a hand written signature by the tax return filer or with a tax preparer EIN or PTIN.
3. Request a Verification of Non-filing Letter from the IRS:
Required for any parent who did not file a tax return in 2017. Verification 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
2017 Earnings - attach all supporting W-2 statements
$
$