Fillable EMU financial aid 2019-20 Verification Worksheet DEPVRW

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EMU financial aid 2019-20 Verification Worksheet DEPVRW

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1
Student ID E
A.
Student Information
201-20 Verification Worksheet
Dependent Student
B.
Household Information
1.
Write the names of all the people in your parent(s)’ household. Include:
9
Yourself (the student).
9
Your parent(s). If your parents are divorced, indicate the parent you lived with the most during the last 12
months. If you did not live with one parent more than the other, list the parent who supplied more than half of
your support. Include your step-parent if your parent is remarried. If your legal parents (biological or adopted)
are unmarried but live together, list both parents. Grandparents, foster parents, legal guardians, aunts and
uncles are not considered parents unless they have adopted you.
9
Your parent(s)’ other children, if your parents will provide more than half of their support between July 1, 2019
and June 30, 2020, or if the children would be required to provide parental information when applying for
federal aid.
9
Other dependents, if they now live with your parent(s), your parent(s) provide more than half of their support
and will continue to provide more than half of their support between July 1, 2019 and June 30, 2020.
2.
Include the date of birth of each person and their relationship to you (thestudent).
3.
Add the name of the college for any household member who will be enrolled in a degree, diploma, or certificate
program at least half-time between July 1, 2019 and June 30, 2020.
If more space is needed, provide a separate page with your name and EMU ID number at the top.
Full Name Date of birth Relationship to you Name of College
1.
Self Eastern Michigan University
2.
3.
4.
5.
6.
C.
Untaxed IRA Distributions & Pensions (Rollover)
Did you (the student) or your parent(s) report any Rollover IRA Distributions or Pensions on your 2017 Federal Tax Return
1040 (lines 15a and 16a) or 1040A (lines 11a and 12a)?
No. Proceed to Section D.
Yes. Please submit the following:
Indicate any rollover amounts for 2017
Submit 2017 1099-R forms (Distributions
from Pensions, Annuities, Retirement or
Profit Sharing Plans, IRSs, Insurance
Contracts, etc.)
DEPVRW
Student ID
E
2
D.
Parent Federal Tax Information
:
Check the box that applies below. Be sure to complete and submit any additional requirements indicated with a
9
Name of Employer Amount Earned in 2017
2017 W-2 Form received from
employer?
$
Yes
No
$
Yes
No
$
Yes
No
E.
Student Federal Tax Information
Check the box that applies below. Be sure to complete and submit any additional requirements indicated with a
9
܆
Student filed a 2017 Federal Tax Return, Puerto Rican, or Foreign Income Tax Return.
܆
Student was employed and had income, but did not file and was not required to file a 2017 Federal IRS Tax R eturn.
9
List all employers and amount that was earned in 2017 in the chart below.
9
Submit copies of ALL student 2017 W-2 statements.
Name of Employer Amount Earned in 2017
2017 W-2 Form received from
employer?
$
Yes
No
$
Yes
No
$
Yes
No
܆
Student was not employed, did not have income and was not required to file a 2017 Federal IRS Tax Return.
܆
Parent(s) filed a 2017 Federal IRS Tax Return, Puerto Rican, or Foreign Income Tax Return.
܆
Parent(s) was employed and had income, but did not file and was not required to file a 2017 Federal IRS Tax Return.
9
List all parent(s)’ employers and amount that was earned in 2017 in the chart below.
9
Submit copies of ALL parent(s) 2017 W-2 statements.
9
You must also submit a Verification of Non-Filing Letter from the IRS. (Please see page 4 for instructions on
ordering a Non-Filing Letter)
܆
Parent(s) was not employed, did not have income and was not required to file a 2017 Federal IRS Tax Return.
9
You must also submit a Verification of Non-Filing Letter from the IRS. (Please see page 4 for instructions on
ordering a Non-Filing Letter).
Student ID
E
3
F.
Asset Information
Do not leave blank. Indicate zero or Not Applicable (N/A) if appropriate.
Student Asset
Information
Parent Asset
Information
Each person signing below certifies that all information reported is
complete and correct. The student and one parent whose
information was reported on the FAFSA must sign and date.
Student’s Signature Date
Parent’s Signature Date
$
As of
the date you filed the 2019-2020 FAFSA, what is your total
current balance of cash, savings and checking accounts?
Do
not include student financial aid.
$
$
As of the date you filed the 2019-2020 FAFSA, what is the net worth
of your investments, including real estate? Net worth means current
value minus debt.
Investments include: real estate (do not include the home in which you
live), rental property, trust funds, UGMA/UTMA accounts, money market
funds, mutual funds, certificates of deposit, stocks, stock options, bonds,
other securities, Coverdell savings accounts, 529 college savings plans.
Do not include the value of life insurance; retirement plans (pension funds,
annuities, non-educational IRAs, Keogh plans, etc).
$
$
As of the date you filed the 2019-2020 FAFSA, what is the net
worth of your current businesses and/or investment farms?
Business or farm value includes the current market value of land, buildings,
machinery, equipment, inventory, etc. Do not include the net worth of a
family owned and controlled small business with not more than 100 full-
time or full-time equivalent employees.
$
WARNING: If you purposely give false or
misleading information you may be fined,
be sentenced to jail, or both.
Office of Financial Aid
In-Person locations: Service EMU 268 S
tudent Center
Email: financial_aid@emich.edu | Fax: (734) 487-4281
Mailing Address: 403 Pierce Hall, Ypsilanti, MI 48197
www.emich.edu/finaid
Instructions for completing IRS Data Retrieval Tool and ordering IRS documents
IRS Data Retrieval instructions
Log in to your current FAFSA or start a new FAFSA at fafsa.gov.
In the finances section of the FAFSA, you will see a “Link to IRS” button if you are eligible to use the DRT.
Click the “Link to IRS” button and log in to the IRS to retrieve your tax return information.
Review your tax return information, and see the tax data that will be transferred into your FAFSA.
Check the “Transfer My Tax Information into the FAFSA” box, and click the “Transfer Now” button.
Review your federal tax return information that has been transferred into the data fields on your FAFSA.
Both students and parents can use the IRS DRT. To learn more about the IRS DRT, visit StudentAid.gov/irsdrt.
201 IRS Tax Return Transcript Request Instructions
Get Transcript by MAIL
(5-10 calendar days)
preferred method
Get Transcript by Phone
(5-10 business days)
Get Transcript Online
(Immediate access, but can
be challenging)
Request Online:
https://www.irs.gov/individuals/get-transcript
SSN or ITIN
Birthdate
Mailing Address from your last tax return
Request Return Transcript
or
Paper Request Form 4506-T
Download the form at
https://www.irs.gov/pub/irs-pdf/f4506t.pdf
Complete items 1a - 4
Check Line 6(a) Return Transcript Sign
and date the form
Dial: 1-800-908-9946
SSN
Street Address (number only)
Select “Option 2” to request an IRS
Tax Return Transcript for 2017.
The tax transcript will be mailed to the
address reported on the tax return.
Visit:
https://www.irs.gov/individuals/get-
transcript
First time users will need to register
and provide the following
Required information:
Full Name
Email
Birthdate
SSN or ITIN
Tax Filing Status
Current Address
Mobile Account/Phone
Mailing address for Michigan residents only
IRS RAIVS Team
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*Other states please refer to the instruction
sheet on the 4506-T form.
and one of the following
Credit Card, or
Mortgage or Home Equity
Line of Credit, or
Home Equity Line of Credit, or
Auto Loan
201 Verification of Non-Filing Letter Request Instructions
Download the 4506-T form at https://www.irs.gov/pub/irs-pdf/f4506t.pdf
Complete items 1a - 4
Check line 7 (Verification of Non-Filing)
Input "12/31/2017" into line 9
Sign and date the form
Mail the completed form to
Receive letter in 5-10 calendar days
Mailing Address for Michigan residents only
IRS RAIVS TEAM
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*Other states please refer to the instruction sheet on the 4506-T form.
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EMU financial aid 2019-20 Verification Worksheet DEPVRW

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Completed 25 December 2019

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