2020-2021 Federal Verification Worksheet
Independent Student
Your 2020-2021 Free Application for Federal Student Aid (FAFSA) was selected for a federal review
process called verification. Before awarding or disbursing financial aid, we must ask you to confirm the
information you reported on your FAFSA. You (and your spouse, if applicable) must complete and
sign this worksheet and submit it along with any other required documents to our office.
For more information about verification visit our web page, www.longwood.edu/financialaid/, and
click on FAFSA Verification.
A. STUDENT INFORMATION
Full Name: ______________________________________________________________
Longwood ID Number: ______________________Email: _____________________________________
B. HOUSEHOLD INFORMATION
Please complete the table below for the people living in your household, including:
Yourself (the student).
Your spouse, if you are married.
Any children, if you will provide more than half of their support from July 1, 2020 through
June 30, 2021 OR if the child would be required to provide your information if they were
completing a FAFSA for 2020-2021. Include children who meet either of these standards,
even if the child does not live with you.
Other people if they now live with you, and you and/or your spouse provide more than half
of the other person’s support, and will continue to provide more half of their support between
July 1, 2020 and June 30, 2021.
Full Name (including student)
Age (Do not
leave blank)
Relationship to Student
(Do not leave blank)
College/University*
(Do not leave blank)
Student
Longwood University
Spouse
*If the family member will be enrolled at least half-time in a degree-seeking program, please list
the college or university they will attend.
Continue to next page
Submit the form and all required documents to: Longwood University Financial Aid
• 201 High Street, Brock Hall 107, Farmville, VA 23909 • P: 434-395-2077 • F: 434-395-2829 •
C. STUDENT (AND SPOUSE) INCOME INFORMATION
Check one of the following options:
The IRS Data Retrieval Tool was used to transfer 2018 IRS income information to the FAFSA.
A copy of the 2018 Tax Transcript or signed 2018 Tax Return (1040 and Schedules 1, 2, & 3 if
filed) will be submitted with this form.
NO income was earned in the 2018 tax year, and therefore no taxes were filed. A 2018 Verification
of Non-Filing will be submitted with this form (see final page for more information).
Income was earned in 2018, but tax filing was not required. The 2018 Earnings Table(s) below is
complete, and all of the following will be submitted with this form:
1. Copies of all 2018 W-2s with this form
2. Copy of the student (and spouse’s) 2018 Verification of Non-Filing (see final page for more
information)
Student Earnings Table (Use if you did not file taxes in 2018)
Place of Employment
Wages Earned (listed in Box 1 of W-2)
Spouse Earnings Table (Use if you did not file taxes in 2018)
Place of Employment
Wages Earned (listed in Box 1 of W-2)
D. CERTIFICATION AND SIGNATURES
Warning: If you intentionally give false or misleading information on this worksheet, you may be fined,
sentenced to jail or both. Each person signing this worksheet certifies that all of the information reported
on it is complete and correct. The student (and spouse, if applicable,) must sign and date.
_______________________________________ _____________________
_
Student Signature (No Electronic Signatures) Date
_____________________
__________________ ______________________
Spouse Signature (No Electronic Signatures) Date
Name:___________________________________
____ Longwood ID Number:________________
• 201 High Street, Brock Hall 107, Farmville, VA 23909 • P: 434-395-2077 • F: 434-395-2829 •
Options to Submit Tax information
IRS Data Retrieval Tool
The most efficient and time-saving way to verify income is by using the IRS DATA Retrieval Tool (IRS
DRT) that is part of the FAFSA on the Web at FAFSA.gov.
1. Log in to your FAFSA and select Make FAFSA Corrections, then select the 2020-2021 FAFSA.
2. Under the Financial Information tab you will see a question asking if you completed your tax
return for 2018. Select Already C
ompleted and the Link to IRS option will appear, if eligible.
3. Select Link to IRS and follow prompts to enter the IRS website.
4. Once on the IRS site enter all information requested and select Submit.
5. Please be sure to check Transfer My Tax Information into the FAFSA Form followed by Transfer
Now.
6. Once transferred successfully you should see a message that reads Transferred from the IRS.
Tax Return
Submit a signed copy of your 2018 Form 1040, along with Schedules 1, 2, and 3 if you were required to
file them. You must also include Schedule C/C-EZ (for self-employment) and/or Schedule F (farm
income) if filed with your 1040. Our office reserves the right to request any additional documentation we
find necessary to complete your federal verification.
Requesting the Tax Return Transcript or Verification of Non-Filing
Online Request – www.irs.gov. Click Get Your Tax Record followed by Get Transcript Online. This
process will either produce a Tax Return Transcript if you filed, or a Verification of Non-Filing if you
did not file. For Tax Return Transcripts, make sure to request the Tax Return Transcript and NOT the
Tax Account Transcript. Upon successful completion of the IRS’s two-step authentication online the
transcript will appear. If at any point you cannot validate your identity you will need to use the Get
Transcript by Mail option (NOT available for Verification of Non-filing), which will arrive within 10
business days.
Telephone Request (Not Available for Verification of Non-filing)
– Available from the IRS by
calling 1-800-908-9946. Select option 2 to request an IRS Tax Return Transcript and then enter the year
you are requesting (2018). You should receive the transcript within 10 business days from the IRS’s
receipt of the telephone request.
Paper Request Complete IRS form 4506-T at https://www.irs.gov/pub/irs-pdf/f4506t.pdf. Please
make sure to complete all sections requested, including box 7 if requesting Verification of Non-filing.
Then enter the date 12/31/2018 in section 9, check the signature check box, and sign the form. Mail or
fax the form to the address or fax number provided on page 2 of the 4506-T Form. You will generally
receive the transcript or Verification of Non-filing within 10 business days from the IRS’s receipt of the
paper request.
Submit the form and all required documents to: Longwood University Financial Aid
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