If this document is not accessible, contact Disability Services at 910.788.6327, disabilityservices@sccnc.edu, or in A-124.
SOUTHEASTERN COMMUNITY COLLEGE
FINANCIAL AID OFFICE
2020-2021 DEPENDENT STUDENT VERIFICATION for TAX FILERS WORKSHEET
Your 2020-2021 Free Application for Federal Student Aid (FAFSA) was selected for review in a process called verification. The law
says that before awarding Federal Student Aid, we may ask you to confirm the information you and your parents reported on your
FAFSA. To verify that you provided correct information, 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 and at least one parent
must complete and sign this worksheet, attach any required documents, and submit the form and other required documents to the
Financial Aid Office. SCC may ask for additional information. If you have questions about verification, contact the Financial Aid Office
as soon as possible so that your financial aid will not be delayed.
A. Dependent Student’s Information
Last Name: ______________________________ First Name: ________________________________ Middle Initial: ______
Student’s ID or Social Security Number: ______________________________Student’s Date of Birth: _____________
Student’s Street Address (include apt. no.)______________________________________________________________
City: ___________________________________ State: ______________ Zip Code: __________________
Student’s Email Address: ______________________________________ Student’s Phone Number: ________________________
B. Dependent Student’s Income Information to Be Verified
1. TAX RETURN FILERS—Important Note: If the student filed, or will file, an amended 2018 IRS tax return, the student must
contact the financial aid administrator before completing this section.
Instructions: Complete this section if the student, filed or will file a 2018 income tax return with the IRS. The best way to verify
income, is by using the IRS Data Retrieval Tool that is part of FAFSA on the Web. If the student has not already used the tool,
go to FAFSA.gov, log in to the student’s FAFSA record, select “Make FAFSA Corrections,” and navigate to the Financial
Information section of the form. From there, follow the instructions to determine if the student is eligible to use the IRS Data
Retrieval Tool to transfer 2018 IRS income tax information into the student’s FAFSA. It takes up to two weeks for IRS income
information to be available for the IRS Data Retrieval Tool for electronic IRS tax return filers, and up to eight weeks for paper
IRS tax return filers.
Check the box that applies:
The student has used the IRS Data Retrieval Tool in FAFSA on the Web to retrieve and transfer 2018 IRS income
information into the student’s FAFSA, either on the initial FAFSA or when making a correction to the FAFSA. The
student’s school will use the IRS information that was transferred in the verification process.
Check here if W2 Wage Statement is attached to this worksheet. (REQUIRED)
The student is unable or chooses not to use the IRS Data Retrieval Tool in FAFSA on the Web, and the student will
submit to the school a 2018 IRS tax return transcript—not a photocopy of the income tax return. To obtain an IRS tax
return transcript, go to www.IRS.gov and click on the “Order a Return or Account Transcript” link, or call 1-800-908-9946.
Make sure to request the “IRS tax return transcript” and not the “IRS tax account transcript.” You may print a tax transcript
by accessing the IRS website or IRS.gov. Be sure to also include a request for a Wage and Income Transcript. You will
need your Social Security Number, date of birth, and the address on file with the IRS (normally this will be the address
used when the 2018 IRS tax return was filed). It takes up to two weeks for IRS income information to be available for
electronic IRS tax return filers, and up to eight weeks for paper IRS tax return filers.
Check here if the student’s IRS tax return transcript is attached to this worksheet.
Check here if W2 Wage Statement is attached to this worksheet. (REQUIRED)
PLEASE COMPLETE REVERSE SIDE Page 1 of 2
If this document is not accessible, contact Disability Services at 910.788.6327, disabilityservices@sccnc.edu, or in A-124.
Student’s Name: ______________________________________________ SSN: __________________________
C. Parent’s Income Information to Be Verified — Note: If two parents were reported in Section B of this worksheet, the instructions
and certifications below refer and apply to both parents.
1. TAX RETURN FILERS—Important Note: If the student’s parent(s), filed or will file, an amended 2018 IRS tax return the
student’s financial aid administrator must be contacted before completing this section.
Instructions: Complete this section if the student’s parent(s) filed or will file a 2018 income tax return with the IRS. The best
way to verify income is by using the IRS Data Retrieval Tool that is part of FAFSA on the Web. If the student’s parent(s) has
not already used the tool, the parent and the student should go to FAFSA.gov, log in to the student’s FAFSA record, select
“Make FAFSA Corrections,” and navigate to the Financial Information section of the form. From there, follow the instructions to
determine if the parent(s) is eligible to use the IRS Data Retrieval Tool to transfer 2018 IRS income tax information into the
student’s FAFSA. It takes up to two weeks for IRS income information to be available for the IRS Data Retrieval Tool for
electronic IRS tax return filers, and up to eight weeks for paper IRS tax return filers.
TAX FILING STATUS (according to your tax return):
___Single ____ Head of Household ____ Married filed joint return ____ Married filed separate return ___Qualifying widow(er)
Check the box that applies:
The student’s parent has used the IRS Data Retrieval Tool in FAFSA on the Web to transfer 2018 IRS income
information into the student’s FAFSA, either on the initial FAFSA or when making a correction to the FAFSA. The
student’s school will use the IRS information transferred into the student’s FAFSA to complete the verification process.
Check here if W2 Wage Statement is attached to this worksheet. (REQUIRED)
The parent is unable or chooses not to use the IRS Data Retrieval Tool, and the parent will submit to the student’s
school a copy of the parent’s 2018 IRS tax return transcript(s)—not photocopies of the income tax return. To obtain an
IRS tax return transcript go to www.IRS.gov and click on the “Order a Return or Account Transcript” link, or call 1-800-
908-9946. Make sure you order the “IRS tax return transcript” and not the “IRS tax account transcript.” You may print a
tax transcript by accessing the IRS website or IRS.gov. Be sure to also include a request for a Wage and Income
Transcript. The parent will need his or her Social Security Number, date of birth, and the address on file with the IRS
(normally this will be the address used when the 2018 IRS tax return was filed). It takes up to two weeks for IRS income
information to be available for electronic IRS tax return filers, and up to eight weeks for paper tax return filers. If the
parents are married, and separate 2019 tax returns were filed, 2019 IRS tax return transcripts must be submitted for each
parent.
Check here if an IRS tax return transcript(s) is attached to this worksheet.
Check here if W2 Wage Statement is attached to this worksheet. (REQUIRED)
D. Certification and Signatures
Each person signing this worksheet certifies that all of the information reported is complete and correct. The student and
parent must sign and date.
Student’s Signature:_________________________________________ Date: ____________________________
Parent’s Signature: _________________________________________ Date: _____________________________
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WARNING: If you purposely give false or misleading information on this worksheet, you may be fined, be sentenced to jail,
or both.