Fillable 2020-2021 DEPENDENT AGGREGATE VERIFICATION WORKSHEET (Midlands Technical College)

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2020-2021 DEPENDENT AGGREGATE VERIFICATION WORKSHEET (Midlands Technical College)

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STUDENT FINANCIAL SERVICES
2020-2021 DEPENDENT AGGREGATE
VERIFICATION WORKSHEET
D5
Your 2020-2021 Free Application for Federal Student Aid (FAFSA) was selected for review in a process called verification. The law
says that before awarding Federal Student Aid, we may ask you to confirm the information you reported on your FAFSA. To verify
that you provided correct information, we will compare your FAFSA with the information on this institutional verification document
and with any other required documents. If there are differences, your FAFSA information may need to be corrected. You and a
parent whose information was reported on the FAFSA must complete and sign this institutional verification document, attach an y required
documents, and submit the form and other required documents to us. We may ask for additional information. If you have questio ns about
verification, contact us as soon as possible so that your financial aid will not be delayed.
Deadline: To determine your eligibility for federal and/or state funds, your verification documents must be received by our office no
later than August 16, 2021 or 120 days after your last date of enrollment, whichever comes first. Failure to do so by the stated
deadline will result in a loss of eligibility for the current academic year.
MTC must review the requested information, under the financial aid program rules (34 CFR, Part 668).
A.
STUDENT INFORMATION
Print the information requested below:
Last Name
First Name
M.I.
MTC ID
Address (include apt. no.)
MyMTC Email Address
City
State
Zip Code
Student Date of Birth
Student Home Phone Number (include area code) Student Alternate or Cell Phone (include area code)
B.
FAMILY INFORMATION
List below the people in the parent’s household, include:
>
The student
> The parents (including a stepparent) even if the student doesn’t live with the parents.
> The parent’s other children if the parents will provide more than half of the children’s support from July 1, 2020, through
June 30, 2021, or if the other children would be required to provide parental information if they were completing a FAFSA
for 2020-2021. Include children who meet either of these standards, even if a child does not live with the parents.
> Other people if they now live with the parents and the parents provide more than half of the other person’s support, and
will continue to provide more than half of that person’s support through June 30, 2021.
Number in college: Include in the space below information about any household member, excluding the parents, who is, or will
be, enrolled at least half time in a degree, diploma, or certificate program at an eligible postsecondary educational institution any
time between July 1, 2020, and June 30, 2021, and include the name of the college.
If more space is needed, provide a separate page with the student’s name and ID number at the top.
Full Name
Age
Relationship*
College Attending in 2020-2021
Will be enrolled at
least half time?
1.
Self
Midlands Technical College
Yes/No
2.
3.
4.
5.
6.
Note: We may require additional documentation, if we have reason to believe that the information regarding the household members
enrolled in eligible postsecondary educational institutions is inaccurate.
*If the relationship listed is not a parent, sibling or child, you must also complete Section D of the Clarification Statement explaining the
reason this individual should be included in your household size.
C.
DEPENDENT STUDENT AND PARENT INCOME TO BE VERIFIED
1.
TAX RETURN FILERS
complete this section if the student and/or parent(s) filed or will file a 2018 income tax return(s). The
best way to verify income is by using the IRS Data Retrieval Tool (IRS DRT) that is part of FAFSA on the Web at FAFSA.gov. In most cases,
no further documentation is needed to verify 2018 income information that was transferred into the student‘s FAFSA using the
IRS DRT if that information was not changed.
Check the box that applies:
Students
Parents
I have used the IRS Data Retrieval Tool in FAFSA on the web to transfer my 2018 income information
into the student’s FAFSA.
I am unable or choose not to use the IRS Data Retrieval Tool in FAFSA on the web, and I am submitting to
the school a signed copy of my 2018 Federal Tax Return Form (1040) and all applicable schedules or my
2018 IRS Tax Return Transcript. (See below for instructions on how to request an IRS Tax Return
Transcript.)
2. TAX RETURN NON–FILERS
Complete this section if you, the student and/or parent, will not file and are not required to file a
2018 income tax return with the IRS.
Check the box that applies:
Students
Parents
Students: I was not employed and had no income earned from work in 2018.
Parent(s): I was not employed and had no income earned from work in 2018. You must submit a
Verification of Non-filing letter from the IRS for the 2018 tax year dated October 1, 2019 or later.
I was employed in 2018 and have listed below the names of all employers, the amount earned from
each employer in 2018, and whether an IRS W-2 form is attached. Attach copies of all 2018 W-2 forms issued to
you by employers. List every employer even if the employer did not issue an IRS W-2 form.
If more space is needed, attach a separate page with your name and MTC ID at the top.
Employers’ Name (example: Suzy’s Auto Body Shop) 2018 Amount Earned (ex: $2,000.00) IRS W-2 Attached? (yes)
3. INCOME INFORMATION FOR INDIVIDUALS WITH EXTENUATING CIRCUMSTANCES
Check the box that applies:
Students
Parents
I am required to file a 2018 IRS Tax Return and have been granted a filing extension by the IRS beyond
the automatic six- m o n t h extension for tax year 2018. I have attached the following: a copy of the
IRS’s approval of an extension beyond the automatic six- m o n t h extension for tax year 2018, a
Verification of Non-Filing Letter dated on or after October 1, 2019, and a copy of IRS Form W2 for each
source of employment income received or an equivalent document for tax year 2018. If self-employed, a
signed statement certifying the amount of the individual’s Adjusted Gross Income (AGI) and US income tax
paid for tax year 2018.
I filed an amended IRS income tax return for the tax year 2018 and I have attached the following: A signed copy
of my 2018 IRS Form 1040X (Amended U.S. Individual Income Tax Return) that was filed with the IRS or
documentation from the IRS that include the change(s) made by the IRS, in addition to one of the following:
-IRS DRT information on my processed FAFSA with all tax information from the original return
-A 2018 IRS Tax Return Transcript (that only includes information from the original tax return) or any other IRS tax
transcript(s) that includes all of the income and tax information required to be verified or
-A signed copy of my 2018 IRS Form 1040 and all applicable schedules that were filed with the IRS
I am a Victim of IRS tax-related identity theft and have attached the following: A Tax Return Database
View (TRDBV) transcript, an equivalent document provided by the IRS or a copy of the signed 2018 income
tax return and all applicable schedules I filed with the IRS and a signed and dated statement indicating that
I was of victim of IRS tax-related identity theft and that the IRS is aware of the tax -related identity theft.
To obtain a 2018 IRS Tax Return Transcript you have the following options:
1.
Get Transcript by Mail – Go to www.irs.gov, click “Get Your Tax Record.” Click “Get Transcript by Mail.” Make sure to
request the “Return Transcript” and NOT the “Account Transcript.” The transcript is generally received within 10 business days from
the IRS’ receipt of the online request.
2.
Get Transcript Online – Go to www.irs.gov, click “Get Your Tax Record.” Click “Get Transcript Online.” Make sure to
request the “Return Transcript” and NOT the “Account Transcript.” To use the Get Transcript Online tool, the user must have (1)
access to a valid email address, (2) a text-enabled mobile phone (pay-as-you-go plans cannot be used) in the
user’s name, and (3) specific financial account numbers (such as a credit card number or an account number for a home mortgage or
auto loan). The transcript displays online upon successful completion of the IRS’ two-step authentication.
3.
Automated Telephone Request – 1.800.908.9946. Transcript is generally received within 10 business days from the IRS’
receipt of the telephone request.
4.
Paper Request Form – IRS Form 4506T-EZ or IRS Form 4506-T. The transcript is generally received within 10 business
days from the IRS’ receipt of the paper request.
5.
Get Tax Return Database View Transcript (TRDBV)
– If you are a victim of IRS tax related Identity theft, call the Specialized Unit at
1.800.908.4490 to request a copy of your TRDBV transcript by mail.
D.
HIGH SCHOOL COMPLETION STATUS
Provide one of the following documents to indicate the student’s high school completion status when the student begins college in
2020-2021:
I have previously submitted my official high school transcript or GED certificate to Midlands Technical College.
Attached is a copy of my documentation. (Official high school transcript that shows the date the diploma was awarded,
official GED certificate or copy of High School Diploma.)
For students who completed secondary education in a foreign country, a copy of the “secondary school leaving certificate”
or similar document.
A state certificate or transcript received by a student after the student passed a state-authorized examination that the
state recognizes as the equivalent of a high school diploma (GED test, HiSET, TASC or other state authorized examination.)
An academic transcript that indicates the student successfully completed at least a two -year program that is
acceptable for full credit toward a bachelor’s degree.
I was homeschooled in a state where state law requires the student to obtain a secondary school completion credential for
homeschooling (other than a high school diploma or its equivalent); a copy of that credential is attached.
I was homeschooled in a state where state law does not require the student to obtain a secondary school completion
credential for homeschooling (other than a high school diploma or its recognized equivalent). A transcript, or the equivalent,
signed by the student’s parent or guardian, that lists the secondary school courses the student completed and includes a
statement that the student successfully completed a secondary school education in a homeschool setting is attached.
I do not have a high school diploma, GED nor have I completed homeschooling requirements.
E.
SIGN THIS WORKSHEET
I certify that all of the information reported is complete and correct. The student and one parent whose information was reported on
the FAFSA must sign and date this worksheet. WARNING: If you purposely give false or misleading information, you may be fined,
sentenced to jail, or both.
Student’s Signature (Required) Date
Parent’s Signature (Required) Date
Return completed form and all copies of requested documents to:
Student Financial Services Office i Midlands Technical College i PO Box 2408 i Columbia, SC 29202
SD-20-6284B-02-20
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2020-2021 DEPENDENT AGGREGATE VERIFICATION WORKSHEET (Midlands Technical College)

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Completed 4 February 2021

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