Fill - Free fillable Form 5307497999: 20202021IndependentVerificationInstructionsV5 (Woodland Community College) PDF form

YubaCommunityCollegeDistrict

 FinancialAidOffices



2020‐2021IndependentVerificationInstructions–V5

Yourfinancialaidapplicationwasselectedfor aprocesscalled“verification”bytheDepartmentofEducation.TheFinancialAid

Officeisrequiredbythefederalgovernmenttoverifytheinformationyouprovidedonyourfinancialaidapplication (FAFSA) is

correct. Your financial aid application cannot be processed until all requested information

 is received. Any required

correctionsmaydelaytheprocessingofyourfinancialaidawards.Theinstructionsapplytothestudentandspouse(ifmarried).



WHATYOUNEEDTODO:

1.Complete(inink)allsectionsoftheIndependentAggregateVerificationGroupWorksheet,signanddateit.



2.SubmitallrequiredformsanddocumentstotheFinancialAidOfficeatthecampusyouareattendingassoonaspossible.

Theverificationprocesscantakeup

toseveralweekstocomplete.CheckyourYCCDstudente‐mail(@go.yccd.edu)frequently

becausewewillcontactyouthroughyourstudente‐mailifthereareproblemsorweneedadditionalinformationafter

wereviewyourfile.



3.Provideproofofincomeearnedorbenefitsreceivedin2018

forstudentandspouse,ifmarried.Refertothechartbelowto

determinewhichincomeisrequiredtobeverifiedandwhatdocumentationyoumustsubmittotheFinancialAidOffice.



FILEDORWILLFILEA2018FEDERALINCOMETAXRETURN SUBMITTHEFOLLOWINGDOCUMENTATION:

 Ifyouandyourspouse(ifmarried)fileda2018IRSIncomeTax

Returnand

 usedtheIRSDataRetrievalTooltotransferyour2018IRSincometax

returninformationintoyourFAFSAand

 didnotmakeanychangestothetransferredinformation

 Youarenotrequiredtosubmita2018FederalTax

Return



Note:Youmayberequiredtoprovideadditional

documentationifwehavereasontobelievetheincome

informationisinaccurate.

 Ifyouandyourspouse(ifmarried)filedorwillfilea2018IRSIncome

TaxReturnand

 usedtheIRSDataRetrievalTooltotransferyour2018IRSincometax

returninformationintoyourFAFSAandchangedanyofthefields

containingtransferredinformationor

 didnotusetheIRSDataRetrievalTooltotransferyour2018IRS

incometaxreturninformationintoyourFAFSA

 Youarerequiredtosubmita2018FederalTaxReturn

Transcript.

 See#4forinstructions.

 Youarerequiredtosubmitacopyofyour20181040

FederalTaxReturnForm.

 Ifyouandyourspouse(ifmarried)filedseparate2018IRSIncome

TaxReturns



 Youarerequiredtosubmita2018FederalTaxReturn

Transcriptoracopyofthe1040FederalTaxReturn

signedforthestudentandspouse.

 See#4forinstructions.

 Ifyouorspouse(ifmarried)filedanamendedIRSIncomeTax

 Note:Anamendedreturnisoneyoufileifyoumadeamistakeon

youroriginalreturnandyouhavetoamendorcorrectit.



 Ifyouoryourspouse(ifmarried)fileda2018IRSIncomeTaxReturn

andareVictimsofIRSTax‐RelatedIdentityTheft

Note:MayobtainacopyoftheTRDBVtranscriptbycallingtheIRS’s

IdentityProtectionSpecializedUnitat1‐800‐908‐4490

 Youarerequiredtosubmitted2018IRSIncomeTaxReturn

Transcript,1040or

DRTinfoonanISIRrecordwithalltax

infofromtheoriginalreturn

 Asignedcopyofthe2018IRSForm1040Xthatwasfiled

withtheIRSshowingthecorrections

 ATaxReturnDataBaseView(TRDBV)transcriptmustbe

submittedfromtheIRS,and

 AStatementsignedanddatedbytheirtaxfiler

indicatingthatyouareavictimoftax‐relatedidentity

theftandtheIRSisaware



YubaCollege

2088NorthBealeRoad

Marysville,CA95901

530‐749‐7999

WoodlandCommunityCollege

2300EastGibsonRoad

Woodland,CA95776

530‐661‐5725

LakeCounty Campus

15880DamRoadExtension

Clearlake,CA95422

707‐995‐7923

DIDNOTORWILLNOTFILEA2018FEDERALINCOMETAXRETURN

SUBMITTHEFOLLOWINGDOCUMENTATION:

 Ifyouand/oryourspouse(ifmarried)workedin2018,butdidnotfile

a2018FederalIncomeTaxReturnand

 arenotrequiredtofilea2018FederalIncomeTaxReturn

 2018W‐2and1099Form(s)fromeachemployeror

governmentagency

 VerificationofNon‐Filing(VONF)datedonorafter

October1,2019.

 Ifyouand/oryourspouse(ifmarried)werenotemployedandhadno

incomeearnedfromworkin2018and

 arenotrequiredtofilea2018FederalIncomeTaxReturn

 2018WageandTaxStatement

 VerificationofNon‐filing(VONF)datedonorafter

October1,2019.

 Note:SeeinstructionsbelowtoobtainaVONF

OTHER SUBMITTHEFOLLOWINGDOCUMENTATION:

 Identity/StatementofEducationalPurpose

 CompletetheIdentityandStatementofEducational

Purpose,and

 Providegovernment‐issuedvalidphotoIDcard

 HighSchoolCompletionStatus

 Provideproofofhighschoolcompletionstatus.



4.TaxfilerscanrequestanIRSTaxReturnTranscript,freeofcharge,fromtheIRSinoneofthreeways:

A. RequestanIRSTaxTranscriptorVerificationofNon‐FilingOnline(VONF)atwww.irs.govortheIRS2Goapp

 UnderTOOLS:Clickon“GetMyTaxRecord”Online

 Taxpayermusthaveaccesstovalidemailaddress,

 Atext‐enabledphone,(notpay‐as‐you‐go)andthephonemustbeinthetaxpayer’sname

 Certainfinancialaccountnumbers(suchasacreditcardnumber

and/oraccountnumberforahome

mortgageorcarloan).Thisverifiesidentityonlythecardwillnotbecharged.

 TheIRSwillsendaconfirmationcodeviaemailortexttofinalizethe“GetTranscriptOnline”

registration.

 Select“GetStarted”andproceedtoenterpersonalinformation

 To

requestaTaxReturnTranscriptorVerificationofNon‐Filing(VONF)bemailedtoyou:

UnderTOOLS:Clickon“GetMyTaxRecord”Mail

 Select“TaxReturnTranscript”

 Enteryourpersonaldemographicsandincludetheaddressfromyour2018FederalTaxReturn.When

asked,Select“ReturnTranscript”fortaxyear2018DONOTselecttheAccountTranscript!OR

 CompleteIRSForm4506‐TOR4506t‐EZavailableatwww.irs.govforaTaxReturnTranscriptorVONF

 MailorFaxcompletedformtotheaddress/faxnumberlistedonform(July1,2019,theIRSwillno

longermailtothird‐parties)

B. OrderanIRSTaxReturnTranscriptbyphone‐CallIRSat1‐800‐908‐9946

 SelectOption2torequestaTaxReturnTranscriptandfollowthepromptstocompleteyourrequest

5.

TheFinancialAidOfficenolongermailsawardletters.Onceyourverificationiscompletedyourfinancialaidaward(s)will

beavailableonWebAdvisorthroughthePortalathttp://mycampus.yccd.edu/.Allawardsarecontingentuponavailable

fundingandyourmeetingallstudenteligibilityrequirementsforFederal,StateandInstitutionalfinancialaidprograms.

YCCDreservestherighttomodifyyourawardsatanytime.Arevisedawardletterwillbepostedifanawardismodified.



TheFinancialAidOfficereviewsyourenrollmentstatus,satisfactoryacademicprogress(SAP)andothereligibilitycriteriaand

willauthorizeapaymentifyouareeligible.Theamountslistedonyourfinancialaidawardletterreflecttheawardsforafull‐

timestudent.Theamountyoureceivemaybeless

becauseitisbasedonthenumberofunitsyouareactivelyenrolledin

whenthedisbursementsareprocessed.

Rev 11/19/19 Independent V5

2020‐2021IndependentVerificationWorksheet

  AggregateGroup–V5



A.STUDENTINFORMATION



____________________________________________________________ ___________________________________________

LastNameFirstName M.I. SocialSecurityNumber



____________________________________________________________ ___________________________________________

MailingAddress(includeapt.no.)DateofBirth



____________________________________________________________ ___________________________________________

CityState  ZipCode PhoneNumber(IncludeAreaCode)

B.FAMILY/HOUSEHOLDINFORMATION(StudentandSpouse) 



HouseholdMembers Age

Readinstructionsinitems1through4andcompletethetablebelow.

1.Listthepeoplewholiveinyourhousehold.Includethefollowing:

 Yourself

 Yourspouse,ifyouaremarried

 Yourchildrenoryourspouse’schildrenifyouoryourspousewillprovide

morethan50%oftheirsupportfromJuly1,2020throughJune30,2021,

evenif

theydonotlivewithyou.

 Otherdependentsiftheynowlivewithyou,andyouandyourspouseprovide

morethan50%oftheirsupportandwillcontinuetoprovidemorethan50%

oftheirsupportthroughJune30,2021.

2.Writethedateofbirthforeach

familymemberin

thechartbelow.

Relationship

3.Writetherelationshipofeachfamilymemberto

thestudentinthechartbelow.

College

4.Includethenameofthecollegeforanyhousehold

memberwhowillbeenrolledinadegreeor

certificateprogramatleasthalf‐timebetween

July1,2020andJune30,2021.



FullName(Print)



DateofBirth



Relationship

CollegeAttending

In2020‐21

#ofUnits

EnrolledIn



Self



5.Whatisyourcurrenthousingstatus? Ilivewithmyparent(s)  Iliveoffcampus

Ifmorespaceisrequired,attachaseparatepagewiththestudent’snameandIDnumberatthetop.

C. INCOMEINFORMATION(StudentandSpouse)

1.TAXRETURNNON‐FILERS

Page1  IndependentV5

Checktheboxthatappliestothestudentandspouseifmarried. Submitthefollowingrequireddocuments:

Student

Spouse

I/wewerenotemployedandhadnoincomeearnedfrom

workin2018andarenotrequiredtofilea2018Federal

IncomeTaxReturn.

 2018WageandTaxStatement

 VerificationofNon‐filing(VONF)datedonor

afterOctober1,2019.



Note:SeeInstructionsabove

Student

Spouse

I/weworkedin2018,butdidnotfileandarenotrequired

tofilea2018FederalIncomeTaxReturn.



 2018W‐2Form(s)

 VerificationofNon‐Filing(VONF)datedonor

afterOctober1,2019.

Office Use Only:

DATE Received:

StudentName(Print):___________________________________________StudentID#:_______________________________



2.TAXRETURNFILERS

Checktheboxthatappliestothestudentandspouse,ifmarried. Submitthefollowingrequireddocuments:

Student

Spouse

I/wefileda2018FederalIncomeTaxReturnandusedtheIRS

DataRetrievalTooltotransfermy/our2018IRSincometax

returninformationintothestudent’sFAFSA.Ididnotmake

anychangestothetransferredinformation.

Nofurtherdocumentationisrequiredifthe

importedinformation

wasnotchangedonthe

FAFSA.

Note:Wemayrequireyoutoprovideadditional

documentationifwehavereasontobelievethe

informationisinaccurate.

Student

Spouse

I/wefileda2018FederalIncomeTaxReturnanddidnotuse

theIRSDataRetrievalTooltotransfermy/our2018IRS

incometaxreturninformationintothestudent’sFAFSA.



 2018FederalTaxReturn



Student

Spouse

Wefiledseparate2018FederalIncomeTaxReturns.

 2018FederalTaxReturn(Student)

 2018FederalTaxReturn(Spouse)

Student

Spouse

I/wefiledanamended2018FederalIncomeTaxReturn.

 2018FederalTaxReturn

 20181040XSignedCopy



Student

Spouse

Ifyouoryourspouse(ifmarried)fileda2018IRSIncomeTax

ReturnandareVictimsofIRSTax‐RelatedIdentityTheft

 ATaxReturnDataBaseView(TRDBV)

transcriptmustbesubmittedfromtheIRS,

andSignedStatement



3.VERIFICATIONOFINCOMEINFORMATION–TAXRETURNNON‐FILERSONLY

Listbelowthenameofthepersonwhoearnedtheincome,thenamesofallemployers,theamountearnedfromeachemployer

in2018,andwhetheranIRSW‐2Formisprovided.Providecopiesofall2018

IRSW‐2Form(s)issuedtoyoubyyouremployer(s).

ListeveryemployereveniftheemployerdidnotissueanIRSW‐2Form.



NameofPersonWhoEarned

theIncome(Print)

Employer’sName Total2018

AmountEarned

IRSW‐2Form

Provided?

 

YesNo



YesNo



YesNo



YesNo

 

YesNo

 

YesNo



D.IDENTITYANDSTATEMENTOFEDUCATIONALPURPOSE(Student)



PleasereadandcompletetheIdentityandStatementofEducationalPurposeonpage4or5 ofthisform.Youmustcompleteone

oftwooptions.Witheitheroption, youmustprovideacopyofa valid government‐issuedphotoidentificationcardwiththeform.

Thiscanincludebutisnot

limitedtoadriver’slicense,otherstate‐issuedID,orpassport.

 Option1:YoucansigntheforminthepresenceofaFinancialAidstaffmember.

 Option2:Allowsthestudenttosigntheformbeforeanotarypublic.



Page2REV11/19/19IndependentV5



StudentName(Print):___________________________________________StudentID#:_______________________________



E.HIGHSCHOOLCOMPLETIONSTATUS(Student)



Provideoneofthefollowingdocumentsthatindicateyourhighschoolcompletionstatuswhenthestudentwillbegincollegein

2020‐2021.AstudentwhoisunabletoobtainthedocumentationlistedbelowmustcontacttheFinancialAidOffice.

HighSchoolDiploma

 Acopyofthestudent’shighschooldiploma.

 Acopyofthestudent’sfinalofficialhighschooltranscriptthatshowsthedatewhenthediplomawasawarded.

 AcopyofDDForm214

RecognizedEquivalentofaHighSchoolDiploma

 Acopyofthestudent’sGeneralEducationalDevelopment(GED)certificate.

 AnofficialGEDtranscriptthatindicatesthestudentpassedtheexam.

 AstatecertificateortranscriptthattheStaterecognizesastheequivalentofahighschooldiploma(HiSET,TASC,orotherstate‐

authorizedexamination).

 Acopy

ofthe“secondaryschoolleavingcertificate”orothersimilardocumentforstudentswhocompletedsecondaryeducationina

foreigncountry.

 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.

Homeschool

 Forahomeschooledstudentfromastatewherestatelawrequiresthestudenttoobtainasecondaryschoolcompletioncredentialfor

homeschool(otherthanahighschooldiplomaoritsrecognizedequivalent),acopyofthatcredential.

 Forahomeschooledstudentfromastatewherestatelawdoesnot

requirethestudenttoobtainasecondaryschoolcompletion

credentialforhomeschool(otherthanahighschooldiplomaoritsrecognizedequivalent)atranscriptor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.



F.CERTIFICATIONANDSIGNATURE(StudentandParent)



Eachpersonsigningthisworksheetcertifiesthatalltheinformation

providedistrueandcompletetothebestoftheirknowledge.Parent

signatureisrequired.



__________________________________________________________________________________________________________________

StudentSignatureDateSpouse’sSignature(optional)Date



FINANCIALAIDOFFICEUSEONLY  



DateAwarded/FATech:___________________________________________ISIR:_________________EFC:___________________________

Comments:







Page3Rev12/19/19Independent

V5

WARNING:Ifyoupurposelygivefalseormisleadinginformationon

thisworksheet



ouma

befined

besentencedto

ail

orboth.



YubaCommunityCollegeDistrict

 FinancialAidOffices



IdentityandStatementofEducationalPurpose



StudentName(Print):________________________________________________ StudentID#:__________________________________



AsrequiredbytheDepartmentofEducation,youmustcompleteeitheroption 1attheFinancialAidOfficeatthecampusyouattendoroption2

withaNotaryPublic.Witheitheroption,youmustprovideacopyofavalidgovernment‐issuedphotoidentificationcardwiththisform.



A.OPTION#1

The student must appear in person at YUBA COLLEGE or WOODLAND COMMUNITY COLLEGE to verify his or her identity by presenting a valid

government‐issuedphoto identification (ID), such as, but not limited to, a  driver’s license, other state‐issued ID, orpassport. The institution will

maintain a copy of the student’s photo ID that is annotated by the institution with the date it was received and reviewed and the name of the

officialattheinstitutionauthorizedtocollectthe student’sID.



Inaddition,thestudentmustsign,inthepresenceoftheinstitutionalofficial,thefollowingEnglishorSpanishstatement:



STATEMENTOFEDUCATIONALPURPOSE



IcertifythatI,______________________________________________________________,amtheindividualsigningthisStatementofEducational

(PrintStudent’sName)

PurposeandthatthefederalstudentfinancialassistanceImayreceivewillonlybeusedforeducationalpurposesandtopaythecostofattending

YUBACOLLEGEorWOODLANDCOMMUNITYCOLLEGEfor2020‐2021.



DECLARACIÓNDEPROPÓSITOEDUCATIVO



Certificoqueyo,___________________________________________________________,soyelindividuoquefirmaestaDeclaracióndeFinalidad

(ImprimirNombredelEstudiante)

Educativayquelaayudafinancierafederalestudiantilqueyopuedarecibir,sóloseráutilizada parafineseducativosyparapagarelcostodeasistir

aYUBACOLLEGEorWOODLANDCOMMUNITYCOLLEGEpara2020‐2021.



B.CERTIFICATIONANDSIGNATURE



Eachpersonsigningthisworksheetcertifiesthatallthe

informationreportediscompleteandcorrect.



_____________________________________________________________________________________________________________________

StudentSignature/FirmadeEstudiante Date/FechaStudent’sIDNumber/NúmerodeIdentificacióndelEstudiante

  





FINANCIALAIDOFFICEUSEONLY:



_____________________________________________________________________________________________________________________

FinancialAidRepresentativeSignatureDateTypeofValidID



Page4Rev12/19/19IndependentV5

 



YubaCollege

2088NorthBealeRoad

Marysville,CA95901

530‐749‐7999

WoodlandCommunityCollege

2300EastGibsonRoad

Woodland,CA95776

530‐661‐5725

LakeCounty Campus

15880DamRoadExtension

Clearlake,CA95422

707‐995‐7923

WARNING:Ifyoupurposelygivefalseormisleadinginformationon

thisworksheet



ouma

befined

besentencedto

ail

orboth.

YubaCommunityCollegeDistrict

 FinancialAidOffices







IdentityandStatementofEducationalPurpose



StudentName(Print):________________________________________________ StudentID#:__________________________________



A.OPTION#2

IfthestudentisunabletoappearinpersonatYUBACOLLEGEorWOODLANDCOMMUNITYCOLLEGEtoverifyhisorheridentity,thestudentmust

providethefollowing:

(a) Acopyofthevalidgovernment‐issuedphotoidentification(ID)thatisacknowledgedinthenotarystatementbelow,suchasbutnot



limitedtoadriver’slicense,otherstate‐issuedID,orpassport;and

(b) TheoriginalnotarizedStatementofEducationalPurpose(inEngli shorSpanish)providedbelow.



STATEMENTOFEDUCATIONALPURPOSE



IcertifythatI,__________________________________________________________,amtheindividualsigningthisStatementofEducational

PurposeandthatthefederalstudentfinancialassistanceImayreceivewillonlybeusedforeducationalpurposesandtopaythecostofattending

YUBACOLLEGEorWOODLANDCOMMUNITYCOLLEGEfor2020‐2021.



DECLARACIÓNDEPROPÓSITOEDUCATIVO



Certificoqueyo,_______________________________________________________,soyelindividuoquefirmaestaDeclaracióndeFinalidad

aYUBACOLLEGEorWOODLANDCOMMUNITYCOLLEGEpara2020‐2021.



B.CERTIFICATIONANDSIGNATURE



Eachpersonsigningthisworksheetcertifiesthatallthe

informationreportediscompleteandcorrect.



___________________________________________________________________ ______________________________________________

Student Signature / Firma de Estudiante Date / Fecha Student’s ID Number / Número de Identificación del Estudiante

  

C.NOTARY’SCERTIFICATEOFACKNOWLEDGEMENT



Stateof_____________________________________City/Countyof__________________________________________________________

On________________________________________,beforeme,______________________________________________________,personally

(Date) (Notary’sName)

appeared,____________________________________________________,andprovedtomeonbasisofsatisfactoryevidenceofidentification

(Printednameofsigner)

_____________________________________________________,tobetheabove‐namedpersonwhosignedtheforegoinginstrument.



(Typeofgovernment‐issuedphotoIDprovided)



WITNESSmyhandandofficialseal  

(seal)________________________________________________________ 



     (NotarySignature)



Mycommissionexpireson___________________________________

(Date)

IndependentV5

YubaCollege

2088NorthBealeRoad

Marysville,CA95901

530‐749‐7999



WoodlandCommunityCollege

2300EastGibsonRoad

Woodland,CA95776

530‐661‐5725

LakeCounty Campus

15880DamRoadExtension

Clearlake,CA95422

707‐995‐7923

WARNING:Ifyoupurposelygivefalseormisleadinginformationon

thisworksheet



ouma

befined

besentencedto

ail

orboth.

Download
Save PDF to desktop

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Form 5307497999: 20202021IndependentVerificationInstructionsV5 (Woodland Community College)

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