Verification Worksheet
Federal Student Aid Programs
Your application is selected for a review called “Verification.” In this process, WVC will be comparing information from your application
with your and your parents’ U2018 Federal tax information, W-2 forms or other financial documents. Federal regulations give our office
the right to request this information before awarding financial aid. If there are differences between your application information and
your financial documents, WVC will make corrections electronically to have your information reprocessed. To avoid delays in processing
your financial aid, please return verification items as soon as possible.
Wenatchee Valley College must review the requested information, under the financial aid program rules (CFR Title 34, Part 668).
WARNING: If you purposely give false or misleading information on this worksheet, you may be fined, sentenced to jail, or both.
A. STUDENT INFORMATION
_______________________________________ _____________________ ___ *SID FIELD (BELOW) IS REQUIRED*
Last Name
First Name
MI
__________________________________________
/______/_________ __
__________________________
Address (include apt # if applicable)
Date of Birth
___________________________
_____
_________
City
State
ZIP Code
( _____ ) _______ _________
Daytime Phone (include area code)
Use this checklist to ensure you complete all steps INCOMPLETE FORMS CANNOT BE PROCESSED:
Complete this worksheet. ALL SECTIONS MUST BE COMPLETED. Enter a zero for amount if a field does not pertain to you.
Read instructions carefully and follow all directions. If you have questions, contact our office for assistance.
BOTH STUDENT AND PARENT MUST SIGN THE WORKSHEET (must be a parent whose data is on FAFSA)
Attach all required documentation. Forms missing required documentation will be considered incomplete.
Submit worksheet, plus any required documentation, to the financial aid office at Wenatchee Valley College.
Please note that we may request other documents to verify additional information as we deem necessary.
B. FAMILY INFORMATION
List current household members as directed below. If any household member will be attending college at least half time,
enrolled in a degree or certificate program, include the name of the college. If you need more space, attach a separate page.
**If you have any questions about who to include in your parents’ household, contact the financial aid office.**
Include the following in your parent or parents’ household:
Yourself (list yourself first, on line designated “STUDENT”)
Your legal parent or parents* (even if you live on your own).
*Regardless of gender or marital status, include both legal parents who
live together. Include stepparent if legal parent has remarried.*
Your parents’ other dependent children (under age 24), if your parents
will provide more than half of their support from July 1, 2020 through
June 30, 2021.
Include other people in your parents’ household ONLY IF:
They are currently living 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, 2020 through June 30, 2021.
Documentation of support may be required.
Full Name
Age
Relationship
College
(example) Martha Jones
24
Mother
1BCity University
STUDENT
Wenatchee Valley College
For
V1 V4 V5 0B 5# 5$
Page 1 of 6
Office
TR/EFC ______/_________
OK or
COMPLETE ALL SIX PAGES
Incomplete forms will not be processed
Use
Corrected to ______/___________
Only:
Initials: _______
Date: __________
DEPENDENT
06
2020-2021
***Please be consistent with reference to Parent #1 and Parent #2 throughout this form.***
**Digital/Electronic signatures accepted, and have same legal effect as a written signature)**
Print/Save
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2020-2021
SID: _______ _____ __________
DEPENDENT
Verification Worksheet
Federal Student Aid Programs
Last: ____________________________________
First: ____________________________________
C. STUDENT INFORMATION page 2 of 6
Read carefully and follow the instructions in each section. If you have questions or problems, contact us for help.
Tax-filers: You will need to use one of the following three options to verify income:
A. IRS Data Retrieval Tool (DRT) in FAFSA: Go to www.FAFSA.gov log in, select “Make FAFSA Corrections,” and navigate to
the Financial Information section. Follow instructions. Make sure you save, sign and submit the FAFSA when complete.
B. Official Tax Return Transcript: You can request a FREE 2018 tax return transcript online at www.irs.gov or download the
4506-T from www.wvc.edu/financialaid/forms. (note: when you receive it, keep original, submit a copy to us)
C. SIGNED Copy of Filed Tax Return: Include copies of ALL schedules submitted with filed return.
NON tax-filers: Attach copies of all W2s.
Please note that we may request other documents to verify additional information as we deem necessary.
1. STUDENT EARNED INCOME INFORMATION & TAX INFORMATION:
a. TAX-FILERS: Check ONE box and follow directions if you have questions, contact the financial aid office
I am attaching a SIGNED copy of my 2018 IRS tax return or official IRS transcript.
I used the IRS Data Retrieval Tool (see instructions at top of page) to transfer my 2018 tax information to my
FAFSA & MADE NO CHANGES TO THE DATA RETRIEVED. Date this was done: _______________
I filed an AMENDED tax return after my initial 2018 tax return. Attach BOTH a signed copy of IRS tax form 1040X
AND either a Tax Return Transcript or a SIGNED copy of IRS tax return showing initial return information.
b. NON-FILERS: If you will not file and are not required to file, complete the following.
NON-FILER: I (Student) will not file - and am not required to file - a 2018 tax return.
**CHECK ONE BOX**: I (student) was employed & had
earned income from work in 2018 Yes* No
*If “YES”, list all employer(s) & income received in 2018
and attach copies of all W-2s. (attach add’l sheet if needed)
List all Employer[s]
**CHECK ONE
BOX**: I (student)
was employed &
had
earned income
from work in 2018
Yes* No
*If “YES”, list all
employer(s) &
income received in
2018 and attach
copies of all W-2s.
(attach add’l sheet if
needed)
$
$
2. STUDENT UNTAXED BENEFITS/ASSISTANCE:
Instructions: If you received any of these items in your name - NOT in your parents name - during any of the time
periods, check the appropriate boxes. **Do NOT enter dollar amounts. These benefits do NOT get counted as income and
receiving them does NOT hurt your eligibility for financial aid.** If none of the items apply, check box “ l”.
Benefit Type A-E
2017-2018
2019 -
Current
Benefit Type F-J
2017-2018
2019 -
Current
a. Food Stamps/SNAP
f. Untaxed Social Security
b. Welfare/TANF
g. Subsidized Housing
c. Supplemental Security Inc. (SSI)
h. Child Care Assistance
d. Free or Reduced Lunch
i. Medical Assistance (e.g., Medicaid/Apple Health)
e. WIC
j. Utility Assistance
k. If you (student) attended college in any of the years listed below and received financial aid that helped pay your living
expenses, complete the following: 2018 2019 2020 College Name[s] __________________________________
l . None of the above (items a-k) applies to me.
Page 2 of 6
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2020-2021
SID: _______
_____ __________
DEPENDENT
Verification Worksheet
Federal Student Aid Programs
_
First:
Last:
_
____________________________________
____________________________________
C. STUDENT INFORMATION cont. page 3 of 6
Answer #3 and #4, following the instructions for each. If you have questions, please contact our office for assistance.
3. STUDENT UNTAXED INCOME:
Instructions: Answer each of the following about YOURSELF (not your parents). If they do not apply to you, enter
zeros. Do not include benefit types listed in question 2 (pg 2). (Enter amount for the year 2018, rounded to nearest dollar)
Yearly
Amount
Source of Untaxed Income
$
a. Child support received in 2018
$
b. Worker’s Compensation
45i
$
(see help below)c. Payments to tax-deferred pension & savings list source: ___________________________
*help for c (above): List payments (direct or withheld from earnings) to tax-deferred pension & retirement savings plans (e.g., 401(k) or 403(b)
plans), incl., but not limited to, amounts reported on W-2 forms in Boxes 12a - 12d with codes D, E, F, G, H, & S. (not DD)
$
d. Living allowance paid to clergy or military (military: include only BAS, do not include BAH)
$
e. Veterans non-education benefits (incl: Disability, Death Pension, DIC, VA Work-Study allowances)
$
f. Any other untaxed income (NOT included on tax return) list source:
____________________________
$
g. List any money received or paid on the student’s behalf (e.g., payment of student’s bills) that is not
reported elsewhere on this form. (see help below) Also, list the source & the purpose of the payments below:
___________________________________________________________________________________
*help for g (above): Enter the total amount of cash support that you (the student) received in 2018 from anyone other than your parents.
For example, if someone is paying rent, utility bills, etc., for you or gives cash, gift cards, etc., include the amount of that person's contributions.
Also, include any distributions to the student from a 529 plan owned by someone other than the student, such as parents, grandparents, aunts,
& uncles of the student.
Staff Use Only:
44g=2e above 44f=2d above 44c=2a above 44a=2c above ___ ___ ______
44b= 1040-Schedule 1, Line s 28+32 ___
44d= 10 40- Line 2a ___
44e= 1040-Lines 4a minus 4 b (excl. rollovers) ___
44h= 1040-Schedule 1, Line 25, *plus 3b” and 3f” above* ___
___
44i = all other (stu owned 529s go under #89 (parent investments) ___
4. STUDENT INCOME EXCLUSIONS:
The 2020-2021 FAFSA refers to “Additional Financial Information” for 2018. The financial aid office must verify the dollar amounts
from the 2018 calendar year. Please answer each of the following. If they do not apply to you, enter zeros, or check “NO”.
Yearly Amount
Exclusion Type (if you have questions about any of these items, please contact our office)
$
Taxable earnings from Federal or State Work-study. (Attach W-2 of work-study earnings from college. If any
college employed you as a work-study student, you would have received a W-2 for your 2018 earnings. )
$
Student grant and scholarship aid (in excess of the tuition, fees, books, and supplies) that was reported to the IRS
as part of adjusted gross income (AGI) on your 2018 tax return. If none reported on tax return, enter “0”.
$
Rollovers (of IRA & other pensions). List ONLY the taxable portion reported in your AGI on your 2018 tax return.
No Yes*
Child Support PAID to others in 2018. Do NOT include support you receive. * If YES, complete worksheet below
Who paid Child
Support
Name of Person to whom
Child Support was paid:
Name of Child for whom
support was paid
Age of
child
Amount of Child
Support Paid in 2018
Student
$
Student
$
Total
$
THIS IS THE END OF THE STUDENT SECTION
PARENT SECTION BEGINS ON PAGE 4
STUDENT & PARENT MUST SIGN THE WORKSHEET (bottom of page 6)
Page 3 of 6
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2020-2021
SID: ________ ______ ___________
DEPENDENT
Verification Worksheet
Federal Student Aid Programs
Last: _______________________________________
First: _______________________________________
THIS IS THE BEGINNING OF THE PARENT SECTION. PAGES 1-3 ARE THE STUDENT SECTION.
ALL SECTIONS MUST BE COMPLETED - STUDENT & PARENT MUST SIGN THE WORKSHEET (bottom of page 6)
D. PARENT INFORMATION **READ INSTRUCTIONS CAREFULLY BEFORE COMPLETING** page 4 of 6
Tax-filers: You will complete either Section A or Section B, depending on the method used to verify income.
A. IRS Data Retrieval Tool (DRT): Use of the DRT is optional. If you wish to use the DRT to verify your income,
read Section A first to see if you meet the criteria. If you do, complete section A.
B. In all other circumstances, parents who filed taxes MUST complete section B, even if you did use the DRT to
transfer tax information. To complete section B, you will need to provide one of the following:
1) Tax Return Transcript: You can request a FREE 2018 tax return transcript online at www.irs.gov or
download the 4506-T from www.wvc.edu/financialaid/forms. (keep original, submit copy to us) OR
2) SIGNED Copy of Filed Tax Return: Include copies of ALL schedules submitted with filed return
NON tax-filers: Complete Section C below. Attach copies of all W2s. Also attach an official IRS Verification of
Non-filing Letter”. You can download this from www.irs.gov/individuals/get-transcript. If you are unable to do
this, contact our office for help with alternative documentation.
1. PARENT 2018 TAXES AND INCOME:
A. Tax-filers: If you meet the household, tax and DRT criteria below complete this section. Otherwise, you must
complete sectionB”. *Note: If taxes were filed using an ITIN, skip section A”, complete section B*
1) The Parent status in 2018 and still is:
One parent household, where Parent filed a Single or Head of Household 2018 tax return and did not later amend it.
Two parent household, where Parents filed one joint 2018 income tax return and did not later amend it.
2) AND
The IRS Data Retrieval Tool was used to transfer PARENTS’ 2018 tax information to FAFSA & THERE WERE NO CHANGES
MADE TO THE DATA. Date this was done: ____________ (Do not submit any tax documents unless requested by us.)
*Instructions for the DRT: Go to FAFSA.gov, log in, select “Make FAFSA Corrections,” and navigate to the Financial
Information section. Follow the instructions. Make sure you save, sign and submit the FAFSA when complete.
B. Tax-filers: If you are using Tax Returns or Tax Transcripts to verify tax information, check the appropriate box
below and attach copies of parents’ 2018 IRS tax return transcript[s] or SIGNED copy of tax return[s]. Follow
additional instructions as noted. If none of the scenarios listed below apply to you, contact our office.
One parent household - Parent filed 2018 federal income tax return as Single or Head of Household.
One parent household - Parent filed joint 2018 tax return but is now a single parent (contact our office).
Two parent household - Parents filed one joint 2018 federal income tax return.
Two parent household - Parents filed separately. (Attach BOTH returns. Complete C if one was a non-filer.)
One or both parents filed an AMENDED return after the initial 2018 tax return. Attach a SIGNED copy of IRS
form 1040X AND either a Tax Return Transcript OR a Signed copy of IRS tax return showing the initial tax
return info. **Must also provide the non-amended return if filed separately and only one was amended.**
C. NON-FILERS ONLY: Complete this section only if one or both parents will not file a 2018 income tax return
**Attach copies of all W-2s. Also attach a “Verification of Non-filing” letter from the IRS for each non-filer.**
Parent #1 Parent #2 did not file, and is not required to file a 2018 tax return. For each parent that did not
file, check one box below. If the answer is “YES” for either parent, list all employer(s) & income received in 2018.
** (attach add’l sheet if necessary)**
List all Employer[s]
Total Income
Parent #1 had earned income in 2018 Yes No
$
Parent #2 had earned income in 2018 Yes No
$
Page 4 of 6
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2020-2021
SID: _______ ______ __________
DEPENDENT
Verification Worksheet
Federal Student Aid Programs
First:
Last:
_
_____________________________________
____________________________________
D. PARENT INFORMATION cont. page 5 of 6
Answer #2 and #3. Please read instructions first. If you have questions, please contact our office for assistance.
2. PARENT UNTAXED BENEFITS/ASSISTANCE:
Instructions: Complete for all members of parents’ household listed on page 1. (exception: if student receives any of these in
their own name, do not enter here, enter in student section). **Do not enter amounts. These benefits are NOT counted as
income and receiving them does NOT hurt your eligibility for financial aid.** If none of the items apply, check box “ l”.
Benefit Type A-E
2017-2018
2019 -
Current
Benefit Type F-J
2017-2018
2019 -
Current
a. Food Stamps/SNAP
f. Untaxed Social Security
b. Welfare/TANF
g. Subsidized Housing
c. Supplemental Security Inc. (SSI)
h. Child Care Assistance
d. Free or Reduced Lunch
i. Medical Assistance (e.g., Medicaid/Apple Health)
e. WIC
j. Utility Assistance Programs
k. If parent[s] attended college in any timeframe below, and received financial aid that helped pay living expenses, please note:
College Name[s] 2018 - Current Parent Name :
College Name[s] 2018 - Current Parent Name : __________________ _______________________________________
__________________ _______________________________________
l. None of the above (items a- k) applies to myself or my household members.
3. PARENT UNTAXED INCOME RECEIVED IN 2018:
Instructions: Enter amounts for each item, a-g. If they do not apply, enter zeros. Do not include any of the benefit
types listed in question 2. (Enter amount for the entire year 2018, rounded to the nearest dollar)
Yearly
Amount
Source of Untaxed Income
$
a. Child support received in 2018
$
b. Worker’s Compensation
94i
$
(see help below)c. Payments to tax-deferred pension & savings list source: ___________________________
*help for c (above): List payments (direct or withheld from earnings) to tax-deferred pension & retirement savings plans (e.g.,
401(k) or 403(b) plans), incl., but not limited to, amounts reported on W-2 forms in Boxes 12a - 12d with codes D, E, F, G, H, & S.
Don’t include amounts reported in code DD.
$
d. Living allowance paid to clergy or military (military: include only BAS, do not include BAH)
$
e. Veterans non-education benefits (incl: Disability, Death Pension, DIC, VA Work-Study allowances)
$
f. Any other untaxed income (NOT included on tax return) that is not reported elsewhere on this form.
(see help below) Also, list the source & the purpose of the payments: _________________________________
___________________________________________________________________________________
*help for f (above): Enter any other untaxed income received in 2018 that is not reported elsewhere on this form. This would
include money received directly or indirectly, such as if someone else is paying (or contributing towards) rent, utility bills, etc.,
include the amount of that person's contributions. This also includes cash received, gift cards, etc.
92g=2e above 92f=2d above _92c=2a above _92a=2c above _Staff Use Only: ___ __ ____
92b= 1040-Schedule 1, Lines 28+32 ___
92d= 1040- Line 2a ___
92e= 1040-Lines 4a minus 4b (excl. rollovers) ___
92h= 1040-Schedule 1, Line 25, *plus “3b” and “3f” above* ___
___
___
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T:\Forms\2021\Verif-Dep\Verification Worksheet-2021-Dependent-pg6.docx
2020-2021
SID: _______ ______ _________
DEPENDENT
Verification Worksheet
Federal Student Aid Programs
Last:_____________________________________
First:_____________________________________
D. PARENT INFORMATION cont. page 6 of 6
Answer each item in this section. Do not leave any item blank. If you have questions, please contact our office for assistance.
4. PARENT INCOME EXCLUSIONS:
Instructions: The 2020-2021 FAFSA refers to “Additional Financial Information” for 2018. The financial aid office must
verify the dollar amounts from the 2018 calendar year. Please answer each of the following for the parent(s). If they
do not apply to the parent(s), enter zeros, or check “NO”.
Yearly
Amount
Exclusion Type (if you have questions about any of these items, please contact our office)
$
Taxable earnings from Federal or State Work-study. (Attach W-2 of work-study earnings from college)
If any college employed parent[s] as a work-study student, you would have received a W-2 for your 2018
earnings
$
Student grant and scholarship aid (in excess of the tuition, fees, books, and supplies) reported to the IRS
as part of parent(s) adjusted gross income (AGI) on the 2018 tax return. If none reported on return, put “0”.
$
Combat Pay or Special combat pay. List ONLY the taxable portion reported in the AGI on your 2018 tax return.
$
Rollovers (of IRA & other pensions). List ONLY the taxable portion reported in the AGI on your 2018 tax return.
No Yes*
Child Support PAID to others in 2018. Do NOT include support you received. *If YES, complete worksheet below
Who paid Child
Support
Name of Person to whom
Child Support was paid:
Name of Child for whom
support was paid
Age of
child
Amount of Child
Support Paid in 2018
$
$
$
$
Total
$
Sign This Worksheet
By signing this worksheet, I (we) certify that all the information
reported on this worksheet is complete and correct.
Return this completed form (with required documents) to:
Wenatchee Valley College
Phone 509-682-6810
Financial Aid Office
Fax 509-682-6811
1300 5
th
Street Wenatchi Hall
Email: financialaid@wvc.edu
Wenatchee WA 98801
http://www.wvc.edu
_________________________________
__________
Student
Date
_________________________________
__________
Parent (required one parent whose data is on FAFSA)
Date
Tips to avoid delays in processing:
Before submitting, review the entire form. Make sure that:
There are no unanswered questions
You were consistent with regard to Parent #1 & #2 throughout both the FAFSA & this worksheet
All questions are answered accurately
Both Student and one Parent have signed and dated this page (Parent must be listed on FAFSA)
You have attached all required SIGNED tax returns, IRS transcripts, w2’s, etc.
If you used the IRS data Retrieval Tool to transfer tax data, check your updated FAFSA Student Aid
Report to verify the transfer and submission went through. Our office uploads new transactions
weekly. You can view and check your new transaction online at FAFSA.gov as soon as it is processed.
Page 6 of 6
COMPLETE ALL SIX PAGES
Incomplete forms will not be processed
WARNING: If you purposely give false or misleading information
on this worksheet, you may be fined, sentenced to jail, or both.
**If electronically signed, I/we understand that a digital or electronic typed signature has the
same legal effect and can be enforced in the same way as a written signature. **
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Review Form
Print/Save
This page is for information purposes only. It is not required to be submitted with your form.
______________________
_______________________________
Wenatchee Valley College
Non-discrimination Statement
Wenatchee Valley College is committed to a policy of equal opportunity in employment and student enrollment. All programs are free
from discrimination and harassment against any person because of race, creed, color, national or ethnic origin, sex, sexual orientation,
gender identity or expression, the presence of any sensory, mental, or physical disability, or the use of a service animal by a person
with a disability, age, parental status or families with children, marital status, religion, genetic information, honorably discharged
veteran or military status or any other prohibited basis per RCW 49.60.030, 040 and other federal and laws and regulations, or
participation in the complaint process.
The follo
wing persons have been designated to handle inquiries regarding the non-discrimination policies and Title IX compliance for
both the Wenatchee and Omak campuses:
To repo
rt discrimination or harassment: Title IX Coordinator, Wenatchi Hall 2322M, (509) 682-6445, title9@wvc.edu.
To request disability accommodations: Student Access Coordinator, Wenatchi Hall 2133, (509) 682-6854, TTY/TTD: dial
711, sas@wvc.edu.
Wenatchee Val
ley College
Declaraciones de no discriminación
Wenatchee Valley College está comprometido a una política de igualdad de oportunidades en el empleo y la matriculación de
estudiantes. Todos los programas están libres de discriminación y acoso contra cualquier persona debido a raza, credo, color, origen
nacional o étnico, sexo, orientación sexual, identidad o expresión de género, la presencia de cualquier discapacidad sensorial, mental o
física, o el uso de un animal de servicio por una persona con discapacidad, edad, estatus o familias con niños, estado civil, religión,
información genética, veterano descargado honorablemente o estatus militar o cualquier otra base prohibida por el RCW 49.60.030,
040 y otras leyes y reglamentos federales, o participación en el proceso de queja.
Las sig
uientes personas han sido designadas para atender consultas sobre las políticas de no discriminación y el cumplimiento del
Título IX para los campus de Wenatchee y Omak:
Para denu
nciar discriminación o acoso: Coordinador del Título IX, Wenatchi Hall 2322M, (509) 682-6445, title9@wvc.edu.
Para solicitar adaptaciones para discapacitados: Coordinador de acceso estudiantil, Wenatchi Hall 2133, (509) 682-6854,
TTY/TTD: marque 711, sas@wvc.edu