Independent Student
2020-2021
Household Verification Worksheet
FINANCIAL AID OFFICE | 1301 20
TH
ST S., GREAT FALLS, MT 59405 | P 406.791.5202 | F 406.791.5209 | FINAID@UPROVIDENCE.EDU
Student Name: ___________________________ ID#: ____________________________________
Student Phone #: ________________________ Email: ___________________________________
Address: _____________________ City: _________________ State: __________ Zip: ___________
You are considered an independent student if you are 24 or older, are working towards a
masters or doctorate program, are married, have children or dependents you provide more
than 50% support for, are considered independent by court order, and/or are active duty
military.
Your FAFSA has been selected for a process called "Verification.” In this process, we are required to
compare the information from your FAFSA with the information provided on this form and your tax
information. Complete all questions and submit the form to the Financial Aid Office.
Note: Aid cannot be disbursed until the requested documentation is received and reviewed.
Please check Argo Express for missing requirements.
What we need from you:
• This completed worksheet signed by the student and spouse, if applicable.
• Signed 2018 tax return transcript from the IRS for both student and spouse, if applicable.
• OR a signed 2018 1040 for student and spouse, if applicable
• OR successful completion of the IRS Data Retrieval within the FAFSA (instructions below)
• If the student and/or spouse did not file taxes, please also complete the non-tax filing form
IRS Data Retrieval Steps
Login to your FAFSA. Proceed to the Financial Information Tab. If you are eligible, you will see an option to “Link to IRS.”
Click this option and Proceed to the IRS Site. Enter the requested information exactly as it appears on your tax return, and
click submit. Click the option to “Transfer Now.” The data retrieval option may not be available to all FAFSA filers.
List below the people in the student’s household. Include:
• The student.
• The student’s spouse, if the student is married at the time of completing this form.
• Children that the student/spouse provide more than half of the child’s support from July 1, 2020
to June 30, 2021, even if the child does not live with the student.
• Other people living with the student and the student/spouse provides more than half of the other
person’s support through June 30, 2021.
Will be Enrolled at
Least Half Time?
Include additional family members on separate paper
Signature:
By signing this form, you certify that the information provided is true and complete.
____________________________________________ ____________________________________________
Student Signature Date Spouse Signature (if applicable) Date
Please allow up to 10 business days for processing once all forms, including tax forms, have been submitted. Check your
email for additional information.
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