TUDENT Enter YEARLY Amounts
_______________________________________ _________________________ _____________________
Office of Financial Aid
Waycross Campus (912) 287-6584
Jesup (912) 427-5800
Alma (912) 632-0951
Camden (912) 510-3327
Hazlehurst (912) 379-0041
Baxley (912) 367-1700
Golden Isles (912) 262-4999
Website: www.coastalpines.edu
Independent
Student
Tax and Income
Verification
Worksheet Form:
IVTI21
Aid Year: 2020-2021
Please Type or Print clearly.
Student Information:
Full Name (last, first, and middle initial) CPTC Student ID Number Date of Birth
Federal Student Aid Programs: Your application was selected for review in a process called “Verification.” In this process, the Office of Financial Aid will be comparing
information from your FAFSA application with your (and your spouse’s) financial documents. We are required to review your FAFSA information under financial aid program
rules (34 CFR, Part 668). The law states we have the right to ask you for this information before awarding Federal Aid. If there are differences between your application
information and your financial documents, corrections to your FAFSA may be required.
Student Tax and Income Information:
For a faster alternative to requesting the IRS Tax Return Transcript, you can correct your FAFSA online by going to www.fafsa.gov and use the IRS Data Retrieval Tool.
Check ONE box and then refer to the right column.
Additional Documentation Required:
I used the IRS Data Retrieval Tool on the FAFSA. If you used the IRS Data
Retrieval Tool, and did not change the information retrieved, you do not need to
submit a 2018 Federal Tax Return Transcript.
Do not submit tax transcript
unless requested by our office.
I am attaching my 2018 IRS Tax Return Transcript.
2018 IRS Tax Return Transcript.
I filed an amended 2018 Tax Return. If you selected this option, you must
submit a Tax Return Transcript and a signed copy of your 1040X.
Signed copies of both the 2018 IRS Tax
Return AND IRS Tax Form 1040X
I did not file a 2018 Tax Return AND I am not required to file a Tax Return. If
you selected this option, list your employer(s) and income earned and attach W-
2s and a Verification of Non-Filing Letter from the IRS.
Request Verification of Non-Filing Letter from IRS
Using Form 4506-T
Employer
Earnings/Income
Employer
Earnings/Income
$
$
$
$
$
$
Certification and Signature
Each person signing below certifies that all of the information reported is complete and correct.
The student (and one parent whose information was reported on the FAFSA, if a dependent student) must sign and date.
___________________________________________ _______________________________________
Student's Signature Date
___________________________________________ _______________________________________
Spouse’s Signature (if applicable) Date
Do not mail this form to the Department of Education. Submit this worksheet to the Office of Financial Aid!
click to sign
signature
click to edit
Verification of 2018 IRS Federal Income Tax Return Information
The best way to verify income is by using the IRS Data Retrieval Tool (IRS DRT) that is part of the FAFSA on the Web at www.fafsa.gov.
In most cases, no further documentation is needed to verify 2018 IRS income tax return information that was transferred into the student's
FAFSA using the IRS DRT, if that information was not changed. If a student or parent changes his/her tax information on the student's
FAFSA application after the original data was successfully matched with the IRS, Coastal Pines Technical College will require the student to
submit a 2018 Federal Tax Return Tax to verify if a correction needs to be made to the student's FAFSA.
Tax filers can request from the IRS an IRS Tax Return Transcript of their 2018 IRS tax return, free of charge, in one of the following ways:
Online Request: Available on the IRS Website at www.irs.gov
Telephone Request: Available from the IRS by calling (800) 908-9946
Paper Request Form IRS Form 4506T-EZ used to request an IRS Tax Return Transcript: The form is available in
the CPTC Office of Financial Aid or by downloading from www.irs.gov. Mail or fax the completed IRS Form to the
appropriate address (or FAX number) provided on page 2. Tax filers can expect to receive the Return Transcript within
10 business days from the time the IRS receives and processes the signed request.
Non-tax filers can request from the IRS a Verification of Non-Filing letter, free of charge, in one of the following ways:
Online Request: Available on the IRS Website at www.irs.gov
Telephone Request: Available from the IRS by calling (800) 908-9946
Paper Request Form IRS Form 4506-T used to request a Verification of Non-filing letter: The form is available in
the CPTC Office of Financial Aid or by downloading from www.irs.gov. Mail or fax the completed IRS Form to the
appropriate address (or FAX number) provided on page 2. Non-tax filers can expect to receive the letter of non-filing
within 10 business days from the time the IRS receives and processes the signed request.
Other Notes:
Individuals Who Filed an Amended IRS Income Tax Return
If an individual filed an amended IRS income tax return for tax year 2018, provide both of the following: A signed copy of the 2018 IRS Form
1040XAmended U.S. Individual Tax Returnthat was filed with the IRS AND a 2018 IRS Tax Return Transcript (signature not required).
Individuals Who Were Victims of IRS Identity Theft
A victim of IRS identity theft who has been unable to obtain a 2018 IRS Tax Return Transcript or use the IRS DRT, must submit a 2018 Tax
Return Data Base View (TRDBV) transcript as well as a signed statement indicating that they were victims of tax-related identity theft and that
the IRS has been made aware of it. Please call the IRS’s Identity Protection Specialized Unit (IPSU) at 1.800.908.4490.
As set forth in the student catalog, Coastal Pines Technical College (CPTC) does not discriminate on the basis of race, color, creed, national or
ethnic origin, gender, religion, disability, age, political affiliation or belief, genetic information, veteran status, or citizenship status (except in
those special circumstances permitted or mandated by law). The following persons have been designated to coordinate the College’s
implementation of non-discrimination policies: Katrina Howard, Title IX Coordinator, Jesup, Office 132, khoward@coastalpines.edu ,
912.427.5876; Cynthia Linder, Title IX Coordinator, Waycross Campus, clinder@coastalpines.edu , 912.287.4098; Cathy Montgomery,
ADA/Section 5
04 Coordinator, Golden Isles, Office 1141, cmontgomery@coastalpines.edu , 912.262.9995.