Financial Aid Office Verification Worksheet -V6

ENTER STUDENT ID Financial Aid Office 2015-2016 Verification Worksheet -V6 Your 2015–2016 Free Application for Federal Student Aid was selected for...
Author: Russell Griffin
1 downloads 2 Views 560KB Size
ENTER STUDENT ID

Financial Aid Office

2015-2016 Verification Worksheet -V6

Your 2015–2016 Free Application for Federal Student Aid was selected for review in a process called verification. In this process, the Financial Aid Office will be comparing information from your FAFSA (Free Application for Federal Student Aid) with copies of your (and your spouse’s or parent(s)’) tax information as provided from the IRS. The law states that we have the right to ask you for this information before awarding federal aid (CFR 668.51). If there are differences between your FAFSA data and other requested documents, you may need to make corrections to your FAFSA and you also authorize the College to make corrections on your behalf. Complete, sign, and return this worksheet, along with any other documentation requested by the Financial Aid Office. On your FAFSA application, if you did not enter your tax information through the IRS Data Retrieval process or you used the IRS Data Retrieval process and made subsequent corrections to your return, The College requires you to submit to us a “Tax Return Transcript.”. To obtain a Tax Return Transcript from the IRS, please call 1.800.908.9946, or order one by mail using IRS Form 4506T (Request for Transcript of Tax Return) and have the document sent to you. Please submit the transcript via the OCC Verification Documents Portal link found on the last page of this document, with the student’s full name and ID number clearly marked on each page. Do NOT submit your 1040, 1040A, or 1040EZ forms unless you are requested to do so. If we require any further documentation to complete the verification process, you will be notified.

A. Student Information _______________ Last Name

First Name

M.I.

Address (Include Apartment Number)

Student ID Date of Birth

( City

State

Zip Code

)

-

Phone Number (With Area Code)

( E-mail Address

)

-

Alternate Phone Number (With Area Code)

B. Dependency and Family Information If any of the following apply to the student, please check the box here:

• You were born before 1/1/1992 • You were married when you filed your 2015-16 FAFSA application • You will be enrolled in a Graduate or Professional (i.e. Med School) Program when the award year starts.

• You are currently on active duty in the U.S. Armed Forces. • You are a veteran of the U.S. armed forces



At any time since you turned 13, both of your parents died or you were an orphan, foster child or Ward of the Court. • You are or were an emancipated minor as determined by your state.

• You are or were in legal guardianship as determined by your state. • You have dependents who live with you and who will receive more than half of their support from you.

Check this box if at any time on or after July 1, 2014, the director of an emergency shelter or transitional housing program funded by the U.S. Department of Housing and Urban Development, or your high school or school district homeless liaison, or the director of a runaway or homeless youth basic center or transitional living program determined that you were an unaccompanied youth who was homeless or were self-supporting and at risk of being homeless? If you checked a box above, you are an Independent student. On the following grid, only include yourself. If you have other people living in your household then include:

• yourself, your spouse, your children (if you will provide more than half of their support from July 1, 2015 through June 30, 2016), and • other people (if they live with you, you provide more than half of their support, and will continue to provide more than half of their support from July 1, 2015 through June 30, 2016). If you did not check either box above, you are a Dependent student. On the following grid, include only the people in your parent(s)’ household, including: • yourself and your parent(s) (including stepparent) even if you don’t live with your parents, and • your parents’ other children, even if they don’t live with your parent(s), if (a) your parents will provide more than half of their support from July 1, 2015 through June 30, 2016, or (b) the children would be required to provide parental information when applying for Federal Student Aid, and • other people if they now live with your parents, and your parents provide more than half of their support and will continue to provide more than half of their support from July 1, 2015 through June 30, 2016. • In addition, write in the name of the college for any household member who will be attending college at least half time and be enrolled in a degree, diploma, or certificate program from July 1, 2015 through June 30, 2016. If you need more space, attach a separate page.

ENTER STUDENT ID Full Name

Age

Relationship Self

College College & University

C. Tax Forms and Income Information Instructions: Complete this section if the parent(s) and student filed, will file, or will not file a 2014 income tax return. The best way to verify income is by using the IRS Data Retrieval Tool that is part of FAFSA on the Web. If the student’s parent(s) have not already used the tool, the parent(s) and the student should go to FAFSA.gov, log in to the student’s FAFSA record, select “Make FAFSA Corrections,” and navigate to the Financial Information section of the form. From there, follow the instructions to determine if the parent(s) and student are eligible to use the IRS Data Retrieval Tool to transfer 2014 IRS income tax information into the student’s FAFSA.

DEPENDENT STUDENTS Check the box that applies:

  

The student’s parent(s) have used the IRS Data Retrieval Tool in FAFSA on the Web to transfer 2014 IRS income information into the student’s FAFSA either on the initial FAFSA or when making a correction to the FAFSA. The student’s parent(s) have not yet used the IRS Data Retrieval Tool, but will use the tool to transfer 2014 IRS income information into the student’s FAFSA once the parent’s IRS tax return has been filed. The parent(s) are unable or chooses not to use the IRS Data Retrieval Tool, and the parent will submit a copy of the parent’s 2014 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 “Order a Return or Account Transcript” link, or call 1-800-908- 9946.

INDEPENDENT STUDENTS Check the box that applies:

  

I, the student, have used the IRS Data Retrieval Tool in FAFSA on the Web to transfer my (and, if married, my spouse’s) 2014 IRS income information into my FAFSA, either on the initial FAFSA or when making a correction to the FAFSA. I, the student, have not yet used the IRS Data Retrieval Tool, but I will use the tool to transfer my (and, if married, my spouse’s) 2014 IRS income information into my FAFSA once I have filed my 2014 IRS tax return. I, the student, am unable or choose not to use the IRS Data Retrieval Tool in FAFSA on the Web, and I will submit to the school 2014 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 “Order a Return or Account Transcript” link, or call 1-800-908-9946. If you are married and you and your spouse filed separate 2014 tax returns, you must submit tax return transcripts for both you and your spouse.

*If you DID NOT FILE and are not required to file a 2014 tax return, list your employer(s) and any income received in 2014 below (Submit W-2s and all earnings statements (i.e. 1099 Miscellaneous). If you and your parents/spouse filed a tax return in 2014, you do not need to complete this section:

Name of Employer

Student Amount Earned in 2014

Parent(s)/Spouse Amount Earned in 2014

If you have or will file a tax extension, you must submit IRS Form 4868 along with all W-2 forms or a signed statement verifying AGI and tax paid if you are self-employed.

ENTER STUDENT ID D.

Supplemental Nutrition Assistance Program (SNAP): Check this box the household on your FAFSA. Otherwise, complete this section.

if you DID NOT REPORT the receipt of SNAP benefits for any member of

Check this box if one of the persons in the household received SNAP benefits in 2013 or 2014. Please read below and provide documentation of the receipt of SNAP benefits during 2013 and/or 2014. You must provide documentation if you or a member of the household received benefits from the Supplemental Nutrition Assistance Program, or SNAP (formerly known as the Food Stamp Program), any time during 2013 or 2014. SNAP may be known by another name in some states. For assistance in determining the name used in a state, please call 800.4FED.AID (800.433.3243). E. Child Support Paid: Check this box if you DID NOT REPORT that you, your parents, or spouse (whichever is applicable) PAID CHILD SUPPORT on your FAFSA. Otherwise, complete this section. If you did not check the box above, please complete the section below for you, your spouse, or your parent(s): If you need more space, attach a separate page that includes your name and ID at the top.

Person who paid Child Support

Amount paid

Child Support Recipient

Name(s) of child/children for whom it was paid

Please note: The Financial Aid Office may require additional documentation such as separation agreement, divorce decree showing amount of child support to be provided, copies of child support payment checks or money order receipts, and/or a statement from the individual receiving the child support certifying the amount of child support received. *Child Support Payer must sign this form where indicated.

F. Verification of Untaxed Income and Resources Payments to Tax-deferred Pension and Retirement Savings List any payments (direct or withheld from earnings) to tax-deferred pension and retirement savings plans (e.g., 401(k) or 403(b) plans), including, but not limited to, amounts reported on W-2 forms in Boxes 12a through 12d with codes D, E, F, G, H, and S. Name of Person Who Made the Payment

Total Amount Paid in 2014

Child Support Received List the actual amount of any child support received in 2014 for the children in your household. Do not include Foster care payments, adoption payments, or any amount that was court-ordered but not actually paid. Name of Adult Who Received the Support

Name of Child for Whom Support was Received

Amount of Child Support Received in 2014

ENTER STUDENT ID Housing, food and other living allowances paid to member of the military, clergy and others Include cash payments and/or the cash value of benefits received. Do not include the value of on-base military housing or the value of a basic military allowance for housing.

Name of Recipient

Type of Benefit Received

Amount of Benefit Received in 2014

G. Signatures Each person signing below certifies that all of the information reported is complete and correct. The student and one parent whose information was reported on the FAFSA must sign and date. WARNING: If you purposely give false or misleading information you may be fined, be sentenced to jail, or both.

Student Signature

Date

Child Support Payer Signature

Date

Parent Signature

Scan and submit this worksheet to:

https://sunyocc.accu-image.com If you have problems scanning or uploading document(s), please email [email protected] To ensure that you are able to access the verification portal without any issues, you must use the most current release of your browser. Compatible browsers include Chrome, Internet Explorer, Safari, and Firefox. If you need to update your browser, you may easily download the newest version for free directly online.

Date