Income Information to Be Verified
1. TAX RETURN FILERS
- Check one of the following:
I, the student, certify that I have used the IRS Data Retrieval Tool in FAFSA on the Web to transfer my (and, if
married, my spouse’s) 2017 IRS income information into my FAFSA, either on the initial FAFSA or when
correction to the FAFSA. I also certify that I DID NOT MAKE CHANGES to any of the data once it was
Your Financial Aid Advisor will verify that you a) used the IRS Data Retrieval Tool in FAFSA and b) made NO CHANGES to
the data once it was transferred. If they can confirm both items, they will use the IRS information that was transferred. However, if the
Financial Aid Advisor cannot confirm one or both of the above, you will be required to submit a 2017 tax transcript.
I, the student, was unable or chose not to use the IRS Data Retrieval Tool in FAFSA on the Web, and am
submitting to the school my (and my spouse’s if married) 2017 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 “Get Transcript” link, or call 1-800-908-9946.
Make sure to request the “IRS Tax
and not the “IRS Tax Account 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 2017 IRS tax
return was filed). It takes 2 - 3 weeks for IRS income information to be available for electronic IRS tax return filers, and 8 - 11 weeks
for paper IRS tax return filers.
If you filed an amended tax return, you will need to submit an “IRS Tax
and a signed copy of the 1040X.
2. TAX RETURN NONFILERS—Complete this section if you, the student (and, if married, your spouse), will not file
and are not required to file a 2017 income tax return with the IRS. If you fall into either category below, you MUST
provide a Verification of Non-Filing Letter from the IRS with this form.
Check the box that
I, the student, (and, if married, my spouse) was not employed and had no income earned from work in 2017.
I, the student, (and, if married, my spouse) was employed in 2017 and have listed below the names of all employers
and the amount earned from each employer in 2017. Attach copies of all 2017 W-2 forms issued to yo
u (and, if
married, to your spouse) by employers. If more space is needed, attach a separate page with your name and CWID at the top.
Please note: Per federal regulations, we can no longer accept copies of the filed federal tax returns (i.e., 1040, 1040A
or 1040EZ). You are required to submit a 2017 Federal Tax Return Transcript. Instructions for obtaining a tax transcript
can be found above. Please make copies of the tax transcript for your own records PRIOR to submitting the verification
paperwork to our office.
Suzy’s Auto Body Shop (example)