SUNY Potsdam One Stop/Financial Aid • 44 Pierrepont Avenue • Potsdam, NY 13676
Phone: (315) 267-2943 • Toll-Free: (877) POTSDAM • Fax: (315) 267-3067 • Email: onestop@potsdam.edu
2020 2021 DEPENDENT VERIFICATION WORKSHEET
Student Name: ______________________________________ Potsdam ID: __________________
INSTRUCTIONS: Complete all four parts of this worksheet and submit to the One Stop office. All documents
must be submitted before verification review can begin. Your federal financial aid is not confirmed until
verification is complete. Read instructions carefully and include all required documentation.
PART I: VERIFICATION OF CUSTODIAL PARENT HOUSEHOLD
See the “Who’s my parent?” information sheet below if
you
are unsure whose information to report.
Custodial
Parent
-
Current
M
arital
S
tatus (Check only one option):
Marital Status
Status Date (Month and Year)
Married
Remarried
Separated
,
Divorced
Widowed
Unmarried and Living Together
N/A
Never Married
N/A
Complete Each Column List the members of your household, as indicated. Use a separate sheet if necessary.
Yourself (even if you don’t live with a parent)
Your parent(s), including stepparent if your custodial parent has remarried
Your parent’s other children IF your parent will provide more than half of their financial support between
7/1/2020 and 6/30/2021 (even if they are not currently living with your parent(s))
Other people IF they live with your parent(s) AND your parent(s) will provide more than half of their
financial support between 7/1/2020 and 6/30/2021
Full Name of Household Member
Date of Birth
Relationship to
Student
Attending college at least half-time in a degree or
certificate program between 7/1/20 and 6/30/21?
Self
SUNY Potsdam
No Yes, College name:
No Yes, College name:
No Yes, College name:
No Yes, College name:
No Yes, College name:
No Yes, College name:
No Yes, College name:
No Yes, College name:
No Yes, College name:
CONTINUE
V1-D21=
(not temporary)
Student Name: Potsdam ID:
PART II: VERIFICATION OF STUDENT INCOME
Did you file an IRS income tax return or another tax return for the year 2018?
INCOME INFORMATION STUDENT
Check one box and attach the required documentation:
If No
I did NOT work at all in the year 2018. I had no 2018 income so I
did not file a 2018 tax
return because I was not required to. Required Documentation: None.
I did work in the year 2018. I did NOT file a 2018 tax return because I am not required to.
Required Documentation: Submit copies of all your 2018 federal W-2 income statements.
If Yes
I will submit the following as required documentation of my tax filing:
Required Documentation: I will use/have used the IRS Data Retrieval Tool on FAFSA.gov
(instructions on page 3).
Required Documentation: I will request and submit an IRS 2018 “Tax Return
Transcript” (instructions on page 3); OR I will submit a signed 2018 federal tax return.
PART III: VERIFICATION OF PARENT INCOME
Did your parent(s) file an IRS income tax return or another tax return for the year 2018?
INCOME INFORMATION PARENT(S)
Check one box and attach the required documentation:
If No My parent(s) did NOT work at all in the year 2018. Required Documentation: Submit
a confirmation of non-filing from the IRS using Form 4506-T (instructions on page 3).
My parent(s) did work in the year 2018 but did NOT file a 2018 tax return.
Required Documentation: Submit copies of all your parents’ 2018 federal W-2 income
statement(s) and a confirmation of non-filing from the IRS using Form 4506-T (see
instructions on page 3).
If Yes
My parent will submit the following as required documentation of their tax filing:
Required Documentation: I/We will use/have used the IRS Data Retrieval Tool on
FAFSA.gov (instructions on page 3).
Required Documentation: I/We will request and submit an IRS 2018 “Tax Return
Transcript” (instructions on page 3); OR I/we will submit a signed 2018 federal tax return.
PART IV: CERTIFICATION OF INFORMATION
We certify that all of the information reported on this worksheet is complete and accurate to the best of our knowledge.
Warning: If you purposely give false or misleading information you may be fined, be sentenced to jail, or both.
Student Signature (required) Date
Parent or Step-Parent Signature (required) Date
Return this form to the SUNY Potsdam One Stop office with all required income documentation.
(Further documentation may be required upon review of this form.)
2/11/20
HOW TO REQUEST OFFICIAL IRS DOCUMENTATION
How to use the IRS Data Retrieval
This is the preferred quickest method to verify a 2018 Federal Income Tax Return (IRS Form 1040).
If you or your parent had taxable income in 2018 and filed a 2018 Federal Income Tax Return, then you are required
to provide us with documentation for that tax return. If both the student and parent filed income taxes, then both will
need to use the IRS Data Retrieval process to verify both incomes.
1. Go to FAFSA on the Web at www.fafsa.g
ov .
2. Login to your account using your FS
A ID.
3. Retrieve and transfer
201
8
IRS
income information into the
FAFSA. Note:
If you are unable to retrieve
data you will need to try the IRS Tax Transcript method.
4. Separate retrievals will need to be done for student and parent income if both filed a tax return.
5. Electronically sign and submit the FAFSA corrections you just made verifying income. Both parent and
student must provide their FSA ID to sign electronically.
The resu
lts will be sent electronically to SUNY Potsdam within 7-10 days.
How to request an IRS Tax Transcript
This is the second choice option to verify a 2018 Federal Income Tax Return (IRS Form 1040).
If you or your parent had taxable income in 2018 and filed a 2018 Federal Income Tax Return, you are required
to provide us with documentation for that tax return. If both the student and parent filed income taxes, then both
will need to request an IRS Tax Transcript.
1. Contact the IRS at www.irs.gov/Individuals/Get-Transcript or at www.irs.gov/es/Individuals/Get-Transcript
(Spanish) or call 1-800-908-9946.
2. Be sure to request the “IRS tax return transcript” and NOT the “IRS tax account transcript.”
3. You will need your Social Security Number, date of birth, and the address on file with the IRS. Your
address is normally the mailing address used when filing your tax return.
4. Alternatively, student and/or parent can submit a completed paper 4506-T IRS Request for a Transcript of
Tax Return form to the IRS for processing. You must check BOX 6a on that form to request a tax return
transcript.
The IRS wi
ll
inform you of how long it will take to receive your tax transcript (
it will likely take a couple of weeks
depending upon time of year). The online process allows you to download the PDF version immediately.
How to request proof you did NOT file taxes
STUDENT: Not Required.
PARENT: Each parent in your household who did NOT file taxes for the year 2018 is required to provide us
with confirmation from the IRS. If neither parent filed a tax return, both need to request confirmations from the
IRS.
1. Conta
ct the IRS at
www.irs.gov/Individuals/Get-Transcript or call 1-800-908-9946.
2. Be sure to request the “Verification of Nonfiling”.
3. Alternatively, you can submit a completed paper 4506-T IRS Request for a Transcript of Tax Return form
to the IRS for processing. You must check BOX 7 on that form to request the verification of non-filing.
4. Your parent will need their Soci
al Sec
urity Number, date of birth, and the address on file with the IRS.
The IRS will inform you how long it will take to receive your request (it will likely take a couple of weeks
depending upon time of year). The online process allows you to download the PDF version immediately.
Contact the SUNY Potsdam One Stop if you are unable to provide the required proof using the above methods.
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