Page 3 – 2018/2019 FAFSA Verification Worksheet: Instructions and Explanations (Keep this page for your records.)
Detailed Instructions and Explanations: 2018/2019 FAFSA Verification Worksheet
2016 Tax Return Filed:
1. The best way to verify income is by using the IRS Data Retrieval Tool (DRT) within FAFSA on the Web. If you and/or your parents
used the IRS DRT when you completed your FAFSA on the Web, we should have your tax return data.
2. If you and/or your parent did NOT use the DRT, and you are eligible, you may re-submit your 2018/2019 FAFSA data at
www.fafsa.gov and select the IRS Data Retrieval Tool.
3. If you cannot use the IRS DRT, you may obtain a Tax Return Transcript free-of-charge using one of these methods:
a. On-line or by mail at www.irs.gov/Individuals/get-transcript.
b. Order by phone: 1-800-908-9946. You may try the IRS automated phone transcript service. Please note than an IRS Tax
Return Transcript is the ONLY document we can accept to verify tax return data. The Return Transcript will be mailed to you
within 5-10 calendar days.
c. Download and complete an IRS Form 4506T-EZ, Short Form Request for Individual Tax Return Transcript. (The form may be
downloaded from this IRS web site: www.irs.gov/pub/irs-pdf/f4506tez.pdf.) Mail or fax the completed form to the IRS.
2016 Tax Return NOT Filed: IF YOU ARE CONSIDERED A DEPENDENT STUDENT AND DID NOT FILE a tax return,
you are NOT required to obtain a Verification of Non-filing Letter. HOWEVER, ANY INDEPENDENT STUDENT, STUDENT SPOUSE (if
married), and ALL PARENTS (who are considered to be in the household of the dependent student) who DID NOT FILE a tax return,
MUST obtain a Verification of Non-filing Letter from the IRS.
Verification of Non-Filer Letter
Choose one of two options listed below:
1) Get Transcript ONLINE: Go to https://www.irs/gov/individuals/get-transcript (You may have to turn off pop-up blockers.)
a. Click on Get Started or Log In as a Returning User (you must have a mobile phone, email address and ONE of the
following: credit card, Mortgage, Home Equity Loan or Line of Credit, Auto Loan). If you do not meet the criteria, see #2.
b. Complete verification steps.
c. Create a username and password or login to preexisting account.
d. Use the address currently on file with the IRS.
e. Select the reason for getting a transcript “Higher Education/Student Aid”.
f. Click on the year (2016) under “Verification of Non-Filing Letter”. If this option does not appear for you then click 2016
under the Tax Return Transcript heading and submit this form to our office.
g. You can then print the letter to submit to our office.
2) Requesting Non-Filer letter via mail (Form 4506-T):
a. Go to https://www.irs.gov/pub/irs-pdf/f4506t.pdf
i. Complete the form in full. Read each line carefully.
ii. Please do not use line 5, as mailing to a third party will slow the processing time.
iii. Check box 7, Verification of Non-Filing.
iv. In box 9, indicate the tax year 12/31/2016.
v. Fax or mail to the appropriate number or address listed on page 2.
Please note: A taxpayer may fail to file a tax return even though there is a filing requirement. The verification of Non-Filer
letter does not address whether or not the taxpayer should have filed a tax return. For information on who is required to file
please visit this IRS link: https://www.irs.gov/help/ita/do-i-need-to-file-a-tax-return
Sign, date this worksheet and all required documents,
and then submit the worksheet and documents to the
Office of Student Financial Services:
Mailing Address:
Office of Student Financial Services
University of Central Missouri
P.O. Box 800
Warrensburg, MO 64093-5178
Hand carry to:
1100 Ward Edwards Bldg.
UCM Main Campus
Fax: 660-543-8080
Find detailed information about FAFSA Verification for 2018/2019 at the UCM Financial Aid Policies page
(https://www.ucmo.edu/sfs/policies.cfm).
Verif-Worksheet_18-19.pdf Page 3 NOV 30 2017