Fillable U First Name M.I. (Wright State University)

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U First Name M.I. (Wright State University)

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A. Student Information
University ID (UID) – Required.
U
For assistance retrieving your UID
Contact the Help Desk:
(937) 775-4827 or 1-888-775-4827
Last Name
First Name M.I.
Student Cell Phone Number
Age: _________
Parent Phone Number
Last 4 of SSN: _________
B. Parent(s’) Household Information
List below: Name(s) of parent(s) on the FAFSA living in the household. (If parent is remarried, include stepparent.)
Do not include a parent who does not live in the household due to separation or divorce.
List below:
• Children of the above listed parent(s) for whom student’s parent(s) will provide more than half their support from July
1, 2020 - June 30, 2021, even if they do not live with your parents. Exclude child if parent pays child support for them.
• Other people who are not your parents’ children, ONLY IF they live with your parent(s) now AND your parent(s) provide
more than half their support AND will continue to provide more than half support from July 1, 2020 - June 30, 2021.
First and Last Name
(Parent(s)/Stepparent)
Age
Last 4 of SSN
Relationship to Student
(Indicate Parent/Stepparent)
xxx-xx-
xxx-xx-
First and Last Name
(Other Household Members)
Age
Relationship
to Student
College name – if attending at
least ½ time during 7/1/20-6/30/21
State – where
college is located
**If more space is needed, please attach a separate page.
C. Certification
We certify that all information entered is complete and correct. (Handwritten Signatures Required. Form may be emailed or faxed.)
/ /
/ /
Student Signature
Date
Parent Signature (one required)
Date
For Office Use Only (VRDEPO - Dep Ver Worksheet)
Date Stamp
Parent 1
Parent 2
Student
Submit to Review:
ROAUSDF
Review:
Complete:
18TPAR
18WPAR
(non-filer)
18TPAR
18WPAR
(non-filer)
18TSTU
18WSTU
(non-filer)
Initials:
Date:
______
______
Initials:
Date:
______
______
Initials:
Date:
______
______
2020-2021
Dependent
Verification Worksheet
Required by the U.S Department of Education
Raider Connect
130 Student Union
3640 Colonel Glenn Hwy.
Dayton, OH 45435-0001
Phone: (937) 775-4000
FAX: (937) 775-4410
raiderconnect@wright.edu
D
Page 1 of 2
Student Name:
UID:
D. Tax Filing Information for 2018
Student 2018 Taxes
STUDENT MUST SELECT FROM THE 2 OPTIONS BELOW
* For calendar year 2018, Student worked or Student did not work
1. Student filed a tax return for 2018.
Attach Tax Return Transcript or use IRS Data Retrieval Tool.
2. Student did not file a 2018 tax return AND was not required to file
Add employer(s) ONLY IF no tax return was filed and student worked in 2018
Employer _______________________________ Amount earned $___________
Employer _______________________________ Amount earned $___________
Employer _______________________________ Amount earned $___________
Parent(s) 2018 Taxes
PARENT(S) MUST SELECT FROM THE 4 OPTIONS BELOW
* For calendar year 2018, Parent 1 worked or Parent 1 did not work
Parent 2 worked or Parent 2 did not work
Attach: 2018 Tax Return Transcript(s) or use the IRS Data Retrieval Tool for each tax return filed.
Attach: 2018 IRS Non-Filing Transcript for each Parent who did not file a tax return.
3. Parent(s) filed a separate tax return for 2018 and there are two parents in the household
Parent 1 filed a separate tax return for 2018
Parent 2 f
iled a separate tax return for 2018
4. Parent(s) did not file a tax return for 2018
Parent 1 did not file a 2018 tax return AND was not required to file
Parent 2 did not file a 2018 tax return AND was not required to file
Add employer(s) ONLY IF no tax return(s) filed and parent(s) worked in 2018
Employer _______________________________ Amount earned $___________
Employer _______________________________ Amount earned $___________
Employer _______________________________ Amount earned $___________
E. Untaxed Distributions from IRAs, Pensions, Annuities (2018 Form 1040, Line 4a – Line 4b)
Student
(If applicable)
Parent 1
(Both parents, if taxes filed jointly)
Parent 2
(If taxes filed separately)
No IRA, Pension, Annuity Rollover
No IRA, Pension, Annuity Rollover
No IRA, Pension, Annuity Rollover
Yes, IRA, Pension, Annuity Rollover
Amount $______________
Yes, IRA, Pension, Annuity Rollover
Amount $______________
Yes, IRA, Pension, Annuity Rollover
Amount $______________
Page 2 of 2
age 2 of
2
W-2s attached
(Required if no
tax return filed)
W-2s attached
(Required if no
tax return filed)
1. Parent 1 and Parent 2 filed a joint tax return for 2018
2. Parent 1 filed a tax return for 2018 and there is no other parent/stepparent in the household
Note: If options 1 and 2 (above) do not apply, select appropriate boxes below. For example, if one parent did
not file a tax return and the other parent did file a tax return, check the appropriate boxes in options 3 and 4.
U
2020-2021
Dependent Verification Guide
TIPS FOR COMPLETING THE VERIFICATION FORM
Verification is the process required by the U.S. Department of Education to confirm that information reported on the
FAFSA is accurate. The U.S. Department of Education often selects students randomly for this process. The Office
of Financial Aid begins verifying FAFSA information after receiving all requested forms and documentation.
See Verification Worksheet for the corresponding sections for B, D, and E below.
B. Legal parent(s) for the FAFSA as defined by the U.S. Department of Education
Legal parent for the FAFSA includes biological parent(s), stepparent, and adoptive parents
For the FAFSA, grandparents, foster parents, legal guardians, legal custodians, brothers, sisters, aunts,
uncles, and widowed stepparents are not legal parents unless they have legally adopted the student.
Marital Status of
student’s parent(s)
Information required by the U.S. Department of Education
Married
Both parents or legal adoptive parents
Unmarried, but biological
parents live together
Both biological parents
Remarried
after divorce or widowing
Legal parent and stepparent
Divorced or Separated
Legal parent – the parent whom the student lived with the most during
the 12 months prior to completing the FAFSA.
Students who lived equally with both parents need to provide information
about the legal parent who provided the most financial support for the 12
months prior to completing the FAFSA.
Students who do not live with a parent need to provide parent information for
the parent who provided the most support the last time they lived with a parent.
Widowed
Legal parent only (unless remarried)
Never married
to anyone
Legal parent – if they did not marry the other biological parent or anyone else.
If parent has ever married, the “never married” status does not apply. The marital
status for the parent would be: married, remarried, widowed, divorced, or separated.
B. Other Household Members INCLUDE:
Parent(s’) other children (even if they do not live with them) – who will receive more than half their support
from the student’s parent(s) from July 1, 2020 - June 30, 2021. (But not if child support is paid for them.)
NOTE: The FAFSA does not have the same dependency rules as the IRS. Contact Raider Connect for help.
Parent(s’) adult children who are not yet 24, not married, not a veteran, not active duty military, who do not
live with the parent(s); but they would be required to put parent(s) on the FAFSA if they also attend college.
Other people, ONLY IF they live with student’s parent(s) now AND receive more than half their support from
student’s parent(s) AND will continue to receive more than half support from July 1, 2020 – June 30, 2021.
Does not include foster children for whom student’s parent(s) receive a subsidy.
Does not include children whom student’s parent(s) included in child support paid figure on the FAFSA.
Support includes: housing, utilities, cell service, transportation, food, clothing, medical, childcare, personal
D. FAFSA requirements for Student and/or Parent(s) who filed a 2018 tax return
Provide official tax information → THREE OPTIONS:
1.) Use the **IRS Data Retrieval Tool (DRT) on the FAFSA to transfer tax information
2.) Obtain the *IRS Tax Return Transcript for 2018 and submit a copy to Raider Connect
3.) Submit copy of 2018 tax return, Form 1040, that was filed with the IRS
a.) Requires taxpayer signature or signature/credentials of tax professional who prepared the return
b.) Must also submit Schedules 1, 2, and 3, if any of them were used for the tax return
Additional documentation required if student’s/parent(s’) 2018 tax return has been amended.
An AMENDED TAX RETURN is when a taxpayer corrects their tax return by filing IRS Form 1040X, or when
the IRS makes a correction to the taxpayer’s tax return.
▪ Submit signed and dated copy of IRS Form 1040X if student/parent(s) corrected their 2018 tax return.
▪ Submit 2018 IRS Tax Account Transcript if the IRS corrected the student’s/parent(s’) 2018 tax return.
D. FAFSA requirements for Student and/or Parent(s) who did not file a 2018 Tax Return
Dependent students do not need to obtain a Non-Filing Letter from the IRS if no tax return filed for 2018
Parent(s) must obtain a *Non-Filing Letter from the IRS if no tax return filed for 2018
Student and/or Parent(s) who earned money from work in 2018 but did not file a tax return
Sometimes people do not earn enough money to require them to file a tax return.
For earnings from work → TWO STEPS:
1.) Must provide copies of all W-2s for 2018 (or the IRS Wage & Income Transcript)
2.) On the Verification Worksheet, list names of all employers and amounts earned for 2018
E. Untaxed Distributions from IRAs, Pensions, Annuities
Untaxed IRA Distributions,
Untaxed Pensions and Annuities
2018 IRS Tax Form 1040 (line 4a minus line 4b)
If student’s / parent(s’) tax return(s) show a ROLLOVER for all or part of the untaxed amount (calculated above),
check the box for IRA/Pension Rollover on the Verification Worksheet and write in the rollover amount.
RESOURCES
*IRS Tax Transcripts
Wage & Income Transcript
Verification of Non-Filing
Order the Tax Return Transcript, Tax Account Transcript, IRS
Verification of Non-Filing, and Wage and Income Transcript for W-2s
https://www.irs.gov/individuals/get-transcript
**IRS Data Retrieval Tool (DRT)
To use the IRS Data Retrieval Tool at a later time, login to the FAFSA
and select MAKE A FAFSA CORRECTION. Navigate to the student and/or
parent financial section(s). Upon being successful with transferring the
tax information into the FAFSA, sign it with FSA ID(s) and submit.
Wings Express
Track verification status on student’s WINGS Express.
Student will be contacted if more information is needed.
For deadline and processing timeframes, see https://www.wright.edu/raiderconnect/financial-aid/important-dates
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Completed 16 December 2020

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