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FAFSA Verification Process

A percentage of applicants who submit the Free Application for Federal Student Aid (FAFSA)  are selected by the U.S. Department of Education's Central Processing System (CPS) for FAFSA Verification. Some schools choose to verify additional FAFSA applicants beyond those selected by CPS.If you are selected for FAFSA Verification, Wright State University is required by law to verify certain data elements reported on your FAFSA using documentation provided by you and your family.

If you were already awarded federal and state financial aid prior to being selected for FAFSA verification, no additional federal or state aid will pay to your student account until FAFSA Verification is complete. This includes earning Federal Work Study wages. In addition, failure to complete FAFSA Verification within 120 days from the end of your last term of enrollment may result in the return of federal aid already paid to your student account. For a list of document submission deadlines for each term, please see the table below.

Term Submission Deadline
Summer 2017 November 14, 2017
Fall 2017 April 5, 2018
Spring 2018 August 16, 2018

 

Verification Worksheet

If you are selected for FAFSA Verification you must complete a verification worksheet. You can print a verification worksheet from your WINGS Express account or our Forms page.

For step-by-step instructions on how to view your financial aid and scholarship requirements in WINGS Express, visit the WINGS Express Support Page.

Verification worksheets appear as requirements on WINGS Express once the Office of Financial Aid begins to process FAFSAs for the aid year. If you are not selected for FAFSA Verification, you do not need to complete a verification worksheet and it will not appear as a requirement in WINGS Express.

If you are selected for FAFSA verification, you must follow the instructions on the verification worksheet and submit all requested information to Raider Connect. Make certain all appropriate signatures are provided.

 

Providing Tax Information

There are two ways to submit tax information for the FAFSA Verification process:

NOTE: If you (1) filed an amended tax return, (2) are a victim of identity theft, or (3) filed an income tax return other than an IRS form, such as a foreign or Puerto Rican tax return, please see the Instructions for Exceptional Circumstances below.

IRS Tax Return Transcript

An IRS Tax Return Transcript is a typed copy of what was entered on a tax filer's original federal tax return. There is no cost to obtain an IRS Tax Return Transcript. It can be ordered for FREE online, by telephone, or by mail. The IRS will allow a tax filer to request only one IRS Tax Return Transcript each tax year. Therefore, you should retain the original IRS Tax Return Transcript you receive from the IRS and send a copy to Wright State University.

Request Tax Return Transcript Online

  • Go to the IRS website at www.irs.gov.
  • Under Tools, select Get a Tax Transcript.
  • Select Get Transcript Online.
  • Under "First Time Users," click on the Get Started button.
  • On the next screen, click on Continue.
  • To use the online request form you will need the following: (1) your social security number and date of birth, (2) your filing status and mailing address from your latest tax return, (3) an email account, (4) your credit card number or an account number from an auto loan, mortgage, home equity loan or home equity line of credit, and (5) a mobile phone with your name on the account. If you choose to use a credit card number for identity verification it will not be charged.
  • A page will appear to "Get Transcript;" select Higher Education/Student Aid from the drop box, then click Go.
  • Inside the green highlighted box, select the appropriate tax year under the Return Transcript.
  • Save/Print a PDF copy of your Tax Return Transcript to your computer. (Be sure your pop-up blocker is off or your transcript may not display)
  • Forward a copy of your IRS Tax Return Transcript to Raider Connect. Be sure to include the student's UID on the copy of your IRS Tax Return Transcript so it can be assigned to the student's record.
  • Click the Sign Out button.

Request Tax Return Transcript by Telephone

  • Call the IRS at 1-800-908-9946.
  • Follow prompts to enter the tax filer's Social Security Number and the numbers in his/her street address. Use the address on file with the IRS.
  • Select Option 2 to request an IRS Tax Return Transcript, and then enter the appropriate tax year.
  • 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 5 to 10 days from the time the IRS receives the request.
  • Once received, forward a copy of your IRS Tax Return Transcript to Raider Connect. Be sure to include the student's name and UID on the copy of your IRS Tax Return Transcript so it can be assigned to the student's record.

Request Tax Return Transcript by Mail

The IRS provides two methods (online or by mail) for requesting a Tax Return Transcript be sent by mail.

Online

  • Go to the IRS website at www.irs.gov.
  • Under Tools, select Get a Tax Transcript.
  • Select Get Transcript by MAIL.
  • Enter all requested personal information," click on the Continue button.
  • Under “Type of Transcript”, select Return Transcript.
  • Under “Tax Year”, select the appropriate tax year indicated on your verification worksheet (ex: 2015 for the 2017-2018 FAFSA). Then click on the Continue button.
  • The request should be complete. Allow 5-10 business days to receive your Tax Return Transcript in the mail.
  • Forward a copy of your IRS Tax Return Transcript to Raider Connect. Be sure to include the student's UID on the copy of your IRS Tax Return Transcript so it can be assigned to the student's record.

By Mail

  • Download the IRS Form 4506T-EZ.
  • 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. The IRS Tax Return Transcript will be sent to this address.
  • Line 5 provides tax filers with option to have their IRS Tax Return Transcript mailed directly to a third party by the IRS. A tax filer could list the address for Raider Connect and have the IRS mail his/her IRS Tax Return Transcript directly to Wright State University; however, the Wright State University cannot guaranty the transcript will be matched to the student's record. Therefore, tax filers are encourage to leave line 5 blank.
  • On line 6, enter the appropriate tax year.
  • 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 5 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.

Once received, forward a copy of your IRS Tax Return Transcript to Raider Connect. Be sure to include the student's name and UID on the copy of your IRS Tax Return Transcript so it can be assigned to the student's record.

Request Verification of Non-filing Letter (New for 2017-2018)

New for the 2017-2018 aid year: Students and/or parents who did not file a federal tax return must submit a Verification of Non-filing letter from the IRS. The IRS offers two methods for requesting this letter.

Online

  • Go to the IRS website at www.irs.gov.
  • Under Tools, select Get a Tax Transcript.
  • Select Get Transcript Online.
  • Under "First Time Users," click on the Get Started button.
  • On the next screen, click on Continue.
  • To use the online request form you will need the following: (1) your social security number and date of birth, (2) your filing status and mailing address from your latest tax return, (3) an email account, (4) your credit card number or an account number from an auto loan, mortgage, home equity loan or home equity line of credit, and (5) a mobile phone with your name on the account. If you choose to use a credit card number for identity verification it will not be charged.
  • A page will appear to "Get Transcript;" select Higher Education/Student Aid from the drop box, then click Go.
  • Inside the green highlighted box, select the appropriate tax year under the Return Transcript.
  • Save/Print a PDF copy of your Verification of Non-Filing Letter to your computer. (Be sure your pop-up blocker is off or your letter may not display)
  • Forward a copy of your Verification of Non-filing Letter to Raider Connect. Be sure to include the student's UID on the copy of your letter so it can be assigned to the student's record.
  • Click the Sign Out button.

By Mail

  • Download the IRS Form 4506-T.
  • 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 or your most current address if you have never filed before. The Verification of Non-filing letter will be sent to this address.
  • Check box 7.
  • Enter the ending date of the tax period on line 9. (Ex: For 2015, enter 12/31/2015)
  • The person verifying their status must sign and date the form and enter their telephone number.
  • Mail or fax (for Ohio residents, 859-669-3592) the completed IRS Form 4506-T to the appropriate address (or fax number) provided on page 2 of Form 4506-T.
    • For Ohio residents, mail to:

Internal Revenue Service
RAIVS Team
P.O. Box 145500
Stop 2800 F
Cincinnati, OH 45250

  • Allow up to 5 to 10 days from the time the IRS receives and processes the signed request.
  • Once received, forward a copy of your Verification of Non-filing Letter to Raider Connect. Be sure to include the student's name and UID on the copy of your letter so it can be assigned to the student's record.

NOTE (2016-2017 Aid Year Only): If you ordered an IRS Tax Return Transcript online or by mail and were notified by the IRS that a Tax Return Transcript could not be provided to you, you may submit the following four (4) items for your tax information:

  1. A signed copy of your original federal tax return (e.g. IRS Form 1040, IRS Form 1040A or IRS Form 1040EZ); and
  2. A signed copy of your IRS Form 4506T-EZ or IRS Form 4506-T; and
  3. A signed statement from the tax filer, which certifies that the tax return submitted includes the same information submitted to the IRS; and
  4. If you attempted to request an IRS Tax Return Transcript online to be sent via mail, a signed and dated copy of a screen print from the office IRS Web page that displays the message indicating your transcript request was unsuccessful (please note that this does not apply to the "Get Transcript Online" tool that is currently unavailable to all tax filers) or, if you attempted to request an IRS Tax Return Transcript by mail, a signed copy of the IRS response mailed to you stating the IRS could not provide your transcript.
Instructions for Exceptional Circumstances

Tax filers who (1) have filed an amended federal tax return, (2) are victims of identity theft, or (3) filed an income tax return other than an IRS form, such as a foreign or Puerto Rican tax form, cannot use FAFSA's IRS Data Retrieval Tool.

Amended Tax Return Filers

Amended tax return filers must provide the following tax documents for the appropriate tax year:

  • A signed copy of your IRS Form 1040X "Amended U.S. Individual Income Tax Return" and
  • An IRS Tax Return Transcript

Forward your documentation to Raider Connect. Be sure to include the student's name and UID on the documents you submit so they can be assigned to the student's record.

Victims of Identity Theft

Tax filers who are victims of identity theft must follow these steps to provide acceptable tax documents for the appropriate tax year:

  • Contact the IRS Identitiy Protection Specialized Unit (IPSU) by phone (800-908-4490) or go to the ID theft website on www.irs.gov.
  • Request a copy of an alternative transcript known as the TRDBV (Transcript DataBase View) and submit a copy to Raider Connect.

                   AND

  • Write and sign a statement indicating the tax filer was a victim of IRS tax-related identity theft and that the IRS has been made aware of the tax-related identity theft.

Forward your documentation to Raider Connect. Be sure to include the student's name and UID on the documents you submit so they can be assigned to the student's record.

Non-IRS Tax Return Filers

Tax filers who have filed an income tax return other than an IRS form, such as a foreign or Puerto Rican tax form, must provide the following tax documents for the appropriate tax year:

  • A transcript of your non-IRS tax return form or
  • A written statement from you certifying the following amounts for the tax year (converted to U.S. dollars): (1) your wages from work (list spouse's separately if you are married and filed jointly), (2) your adjusted gross income, and (3) your taxes paid.

Forward your documentation to Raider Connect. Be sure to include the student's name and UID on the documents you submit so they can be assigned to the student's record.

 

Submit Documentation Early

Wright State University receives limited funding from the federal government for the federal student aid's campus-based programs (e.g., Federal Supplemental Educational Opportunity Grant, Federal Work-Study, etc.). If you are selected for FAFSA Verification and filed your FAFSA by Wright State University's FAFSA priority deadline date, you are encouraged to submit verification documentation as soon as possible. Otherwise, funding for the campus-based programs may be depleted, prohibiting the inclusion of any campus-based programs on your Award Notice.

See our Important Dates page for information regarding processing timelines for verification and other financial aid processes. You are encouraged to check your WINGS Express account frequently and to complete all financial aid requirements in a timely manner. If you are selected for FAFSA verification, your Award Notice will not be made available to you until the FAFSA Verification process has been completed, nor will federal student aid awards disburse to your account if you are selected for FAFSA verification after having received your Award Notice.