Fillable Ggu 2016 2017 Independent Worksheet V1 (Golden Gate University)

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Ggu 2016 2017 Independent Worksheet V1 (Golden Gate University)

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2017
-
2018
Verification Worksheet
Independent Student - Tracking Group V1
Your 2017-2018 Free Application for Federal Student Aid (FAFSA) was selected for review in a process called verification. Before awarding Federal
Student Aid, you must confirm the information you and your spouse (if married) reported on your FAFSA. We will compare your FAFSA with the
information on this worksheet and with any other required documents. If there are differences, your FAFSA information may need to be
corrected. You must complete and sign this worksheet, attach any required documents, and submit the form and other required documents
to the financial aid office. Additional information may be required to resolve conflicting information.
A. Independent Student’s Information
Student’s Last Name Student’s First Name MI Student’s SSN or ID Number
Student’s Street Address (include apt. no.) Student’s Date of Birth
City State Zip Student’s Email Address
Student’s Phone Number Student’s Alternate or Cell Phone Number
B. Independent Student’s Family Information
Number of Household Members: List below the people in the student’s household. Include:
The student.
The student’s spouse, if the student is married.
The student’s or spouse’s children if the student or spouse will provide more than half of the children’s support from July 1, 2017, through
June 30, 2018, even if the children do not live with the student.
Other people if they now live with the student and the student or spouse provides more than half of the other people’s support and will
continue to provide more than half of their support through June 30, 2018.
Number in College: Please include in the space below information about any household member 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, 2017, and June 30, 2018, 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
C
olle
ge
Will be Enrolled
at
Least Half T
i
me
Missy Jones (example)
27
Self
GGU
Yes
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.
C.
Independent
Student’s Income Information to Be Verified
1. TAX RETURN FILERS
Important Note: The instructions below apply to the student and spouse, if the student is married. Notify the financial aid office if the student or
spouse filed separate IRS income tax returns for 2015 or had a change in marital status after the end of the 2015 tax year on December 31, 2015.
Student Name___________________________________ Student ID#_______________
Instructions: Complete this section if the student and spouse filed or will file a 2015 IRS 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 2015 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:
The student has used the IRS DRT in FAFSA on the Web to transfer 2015 IRS income tax return information into the student’s FAFSA.
The student has not yet used the IRS DRT in FAFSA on the Web, but will use the tool to transfer 2015 IRS income tax return information into
the student’s FAFSA once the 2015 IRS income tax return has been filed.
The student is unable or chooses not to use the IRS DRT in FAFSA on the Web, and instead will provide the school a 2015 IRS Tax Return
Transcript(s).
A 2015 IRS Tax Return Transcript may be obtained through:
•
Online Request – You can get your free transcripts immediately online. Go to www.IRS.gov, under the Tools heading on the IRS
homepage, click on “Get a Tax Transcript” and “Get Transcript ONLINE.” Make sure to request the “IRS Tax Return Transcript” and NOT the
“IRS Tax Account Transcript.”
•
Mail Request – Transcripts arrive in 5 -10 calendar days at the address IRS have on file. Go To www.IRS.gov, under Tools, click on Get
Transcript and click on “Get Transcript by MAIL.”
•
IRS2Go App- Make sure to request the “Return Transcript” NOT the “Account Transcript”
Apple Online Store at https://itunes.apple.com/us/app/irs2go/id414113282?mt=8
Google Play at https://play.google.com/store/apps/details?id=gov.irs
Use the Social Security Number (or the IRS individual taxpayer identification number) and the date of birth of the first person listed on the 2015 IRS
income tax return, and the address on file with the IRS (normally this will be the address used on the 2015 IRS income tax return).
If the student and spouse filed separate 2015 IRS income tax returns, 2015 IRS Tax Return Transcripts must be provided for both.
Check here if a 2015 IRS Tax Return Transcript(s) is provided.
Check here if a 2015 IRS Tax Return Transcript(s) will be provided later.
2. TAX RETURN NONFILERS
The instructions and certifications below apply to the student and spouse, if the student is married.
Complete this section if the student and spouse will not file and are not required to file a 2015 income tax return with the IRS.
Please note: For non-tax filers, a 2015 IRS Non-filing Confirmation is required. Please complete the 4506-T.
Go to www.irs.gov/pub/irs-pdf/f4506t.pdf, complete the form and check box 7, sign, and fax the form to the IRS.
Check the box that applies:
The student and spouse were not employed and had no income earned from work in 2015.
The student and/or spouse was employed in 2015 and have listed below the names of all employers, the amount earned from each
employer in 2015, and whether an IRS W-2 form is provided. Provide copies of all 2015 IRS W-2 forms issued to the student and/or spouse
by their employers. List every employer even if they did not issue an IRS W-2 form.
If more space is needed, attach a separate page with the student’s name and Social Security Number at the top.
Employer’s
Na
me
2015 Amount
Earned
IRS W-2
Attached?
ABC Shipping (example)
$1,280
Yes
Note: We require you to provide documentation from the IRS that indicates a 2015 IRS income tax return was not filed with the IRS.
Student Name___________________________________ Student ID#_______________
D. Certification and Signatures
Each person signing this worksheet certifies that all of the information reported on it is complete and correct. WARNING: If you purposely give
false or misleading information on this worksheet, you may be fined, be sentenced to jail, or both.
The student must sign and date this form.
Student’s Signature Date
Spouse’s Signature (optional) Date
Do not mail this worksheet to the U.S. Department of Education. Submit this worksheet to the financial aid
administrator
at your school.
You should make a copy of this worksheet for your records.
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Student Name___________________________________ Student ID#_______________
2017-18 INCOME/EXPENSE CERTIFICATION (GRANT RECIPIENT)
STUDENT INCOME (AND SPOUSE) 2015 INCOME INFORMATION
Please list all income and cash support that you received from January 2015 through December 2015. Include untaxed
earnings that are not reported on your federal income tax return (if you are required to file). If you are married, you MUST
list your spouse's income information.
SOURCE OF INCOME
ANNUAL AMOUNT
WAGES
SPOUSE/PARTNER WAGES
UNTAXED INCOME
BENEFITS PROGRAM
FINANCIAL AID
PERSONAL BILLS PAID ON MY
BEHALF
VETERANS NONEDUCATIONAL
BENEFITS
TOTAL INCOME
STUDENT (AND SPOUSE) 2015 EXPENSE INFORMATION
Please list all of your expenses from January 2015 through December 2015. If you are married, you MUST list your
spouse's expense information.
MONTHLY AMOUNT
ANNUAL AMOUNT
RENT/MORTGAGE
UTILITIES
FOOD
TRANSPORTATION
CLOTHING
ENTERTAINMENT
OTHER
TOTAL EXPENSES
I hereby certify that all the above information is true, complete and correct. I understand that by providing false
information, I may lose financial aid eligibility which may result in my owing GGU for whatever costs I may have
already incurred.
STUDENT SIGNATURE DATE
Golden Gate University Financial Aid Office Last Revision: 11/09/2016
$ 0.00
$ 0.00
$ 0.00
$ 0.00
$ 0.00
$ 0.00
$ 0.00
$ 0.00
$ 0.00
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Student Name___________________________________ Student ID#_______________
2017-18 INCOME/EXPENSE CERTIFICATION (GRANT RECIPIENT)
Please select the appropriate box for the following questions:
a) Do you have a parent or guardian that was a member of the armed forces and died as a result of military service in
Iraq or Afghanistan after 9/11/2001?
Yes No * Declined to Answer
b) Were you less than 24 years of age or enrolled as a student at an institution of higher education at the time of your
parent/guardian's death?
Yes No * Declined to Answer
c) Student who is subject to involuntary civil commitment upon completion of a period of incarceration for a forcible or
non-forcible sexual offense is ineligible to receive a Pell Grant.
Does this apply to you?
Yes No * Declined to Answer
*Checking this box will make you ineligible to receive Pell or FSEOG Grants per federal regulations
As an eligible Pell Grant and/or FSEOG recipient, per federal regulations you must complete a review process called
"Verification" to receive your award. If you stated in your FAFSA that you have Zero income, reported very little
income to support yourself and/or your dependent(s), or were otherwise unable to complete on Page 1 of this form,
please explain below how you supported yourself and/or your dependent(s) in the past year:
I hereby certify that the information provided in this document is true and correct. I also understand that I may lose
my eligibility if I give false or misleading information.
Student Name Student Signature Date
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
To be completed by any person or persons who provided in-kind support to the student:
I hereby certify that the above statement is true and that I have provided in-kind support to the above student:
Name Signature Date
(Please attach a copy of the driver's license or signature ID of person who provided in-kind support)
Golden Gate University Financial Aid Office Last Revision: 11/09/2016
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