Each year students and their families apply for financial
aid by submitting a Free Application for
Federal Student Aid (FAFSA) to help meet higher education
expenses. Some applicants are
asked to provide supporting documents to verify the
information on the FAFSA through a
process called verification. The supporting documentation
is used by the financial aid office to
double check the FAFSA information and make corrections
Verification is an important process used to ensure that
the right amount of financial aid is
provided to the right students at the right time. You and
your family along with all tax payers
would want no less when it comes to taking care that your
tax dollars are awarded accurately in
the financial aid process.
Why was I selected
There are various reasons why a FAFSA applicant may be
selected for verification. Perhaps the
FAFSA included estimates of federal income tax
information and the actual information now
needs to be confirmed. Or maybe the FAFSA was submitted
with data that appears inconsistent
or unusual, or includes the type of information that is
frequently misreported. Finally, you may
have been selected for verification through a random
process used to get a sampling of how
accurately families fill out the FAFSA.
What happens if I
do not provide the verification information requested?
If you do not provide the verification documentation, you
are not eligible for federal or state
financial aid. You also are ineligible for many forms of
financial aid that your college may have
to offer. So, please submit the requested verification
information promptly to avoid a delay in
your financial aid application processing!
What can I do to
make sure the verification information I provide is accurate and complete?
-Carefully read the verification letter and verification
worksheet. When completing the
worksheet respond to every question. Do not leave any
lines blank. If the correct answer is
zero, write in a 0.
-Submit all documentation requested such as the Verification
Worksheet and student and
parent W-2 forms. Submit your tax data by using the IRS
Data Retrieval Tool if you are
eligible or an IRS Tax Transcript if you are not eligible
to use the IRS data retrieval tool. See
the information on the IRS Data Retrieval Tool below.
-Do not submit incomplete materials. Wait until you have
all your verification materials
before submitting your verification packet.
1. Verification Worksheet
2. W2 forms
3. Student’s IRS Tax Return Transcript (if unable to use
IRS data retrieval tool)
-Do not submit unrequested documents such as copies of
tax returns, tax schedules, tax year
comparison reports, or state tax returns.
-Keep your originals – send us copies.
-Make sure the Verification Worksheet is signed by the
-Make sure that you provide all of the W-2 earnings
statements you received from
employers. The total earnings shown in box 1 of the
student W-2’s must match the Wages,
Salaries & Tips line of the IRS tax transcript.
If you are missing a W-2, contact your employer
for a replacement copy.
Sometimes people receive earnings reportable on
the tax return where a W-2 is not
an employer. In this circumstance, include a written description of the
source of income and include any supporting document you may have
Verification Information Promptly
Please provide your verification information as quickly
as possible. Sometimes while reviewing the verification information we find
inconsistent information orerrors that must be resolved which may create delays
in processing. You can help avoid this delay by making sure that you provide
accurate and complete verification information. In some circumstances we may
need to request additional information from you.
What if I
requested a filing extension for my tax return?
If you filed for an extension, let us know when you
expect to file your tax return. Once you
complete your tax return you can then send us your IRS
Important Note: we must discontinue
our work on your financial aid
application until we receive all of your verification
Can I send copies
of my tax returns?
NO. Federal verification regulations now require students
a copy of the IRS tax return
If you file an amended return you will needed to provide
an IRS Tax Account Transcript in
addition to the IRS Tax Return Transcript since these two
documents together provide the
necessary information for verification purposes.
Tax filers can request a transcript, free of charge, of their federal tax return transcript for the current academic year required from the IRS in one of three ways.
Available on the IRS website at www.irs.gov
- In the Online Services section of the homepage click Order a Tax Return Transcript
- Click Order a Transcript
- Enter the tax filer’s social security number, date of birth, street address, and zip or postal code. Use the address currently on file with the IRS. Generally this will be the address that was listed on the latest tax return filed. However, if an address change has been completed through the U.S. Postal Service, the IRS may have the updated address on file.
- Click Continue
- In the Type of Transcript field, select Return Transcript and in the Tax Year field, select the year you are requesting.
- If successfully validated, tax filers can expect to receive a paper IRS Tax Return Transcript at the address included in their online request, within five to 10 days from the time the online request was successfully transmitted to the IRS.
- IRS Tax Return Transcripts requested online cannot be sent directly to a third party by the IRS.
- Available from the IRS by calling 1-800-908-9946
- Tax filers must follow prompts to enter their social security number and the numbers in their street address. Generally this will be numbers of the street address that was listed on the latest tax return filed. However, if an address change has been completed through the U.S. Postal Service, the IRS may have the updated address on file.
- Select Option 2 to request an IRS Tax Return Transcript and then enter the year you are requesting.
- If successfully validated, tax filers can expect to receive a paper IRS Tax Return Transcript at the address that was used in their telephone request, within five to 10 days from the time the IRS receives the request.
- IRS Tax Return Transcripts requested by telephone cannot be sent directly to a third party by the IRS.
Paper Request Form – IRS Form 4506T-EZ
IRS Form 4506T-EZ should be used instead of IRS Form 4506-T because it is sufficient to request an IRS Tax Return Transcript.
- Download at irs.gov/pub/irs-pdf/f4506tez.pdf
- Complete lines 1 – 4, following the instructions on Page 2 of the form. Note that Line 3 should be the most current address as filed with the IRS. It is the address where the IRS Tax Return Transcript will be sent. If the address has recently changed, include the address listed on the latest tax return filed on Line 4. However, if an address change has been completed through the U.S. Postal Service, the IRS may have the updated address on file.
- Line 5 provides tax filers with the option to have their IRS Tax Return Transcript mailed directly to a third party by the IRS.
- On Line 6, enter the year you are requesting to receive IRS tax information.
- The tax filers (or spouse if requesting information from a joint tax return) must sign and date the form and enter their telephone number. Only one signature is required to request a transcript for a joint return.
- Mail or fax the completed IRS Form 4506T-EZ to the appropriate address (or FAX number) provided on Page 2 of Form 4506T-EZ.
- Tax filers can expect to receive their transcript within five to 10 days from the time the IRS receives and processes their signed request. NOTE: Processing form 4506T-EZ means verifying/validating the information provided on the form. If any information does not match the IRS records, the IRS will notify the tax filer that it was not able to provide the transcript. [top]
Do you have additional questions?
Contact the HTS Financial Aid Office at 704.636.6455 or