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FAFSA Verification Process

A percentage of applicants who submit the Free Application for Federal Student Aid (FAFSA) and others based on edit criteria are selected by the U.S. Department of Education's Central Processing System (CPS) for data 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.

Verification Worksheet

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

For step-by-step instructions on how to view your financial aid and scholarship requirements in WINGS Express, visit the Student Zone on the WINGS Resource Center.

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.

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.

The Office of Financial Aid may take a minimum of two weeks to complete the FAFSA verification process during peak processing timeframes. 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.

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 Transcript of Your Tax Records.
  • Select Get Transcript Online.
  • Sign in with existing User ID or create an account.
  • Answer any validation questions that follow.
  • On the "Get Transcript" page, select Higher Education/Student Aid.
  • Under the Return Transcript heading, select the appropriate tax year.
  • Save a copy of your Tax Return Transcript to your computer.
  • 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 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

  • 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.

NOTE (2013-2014 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 three (3) 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);
  2. A signed copy of your IRS Form 4506T-EZ or IRS Form 4506-T; and
  3. If you attempted to request an IRS Tax Return Transcript online, a signed copy of a screen print from the office IRS Web page that displays the message indicating your transcript request was unsuccessful 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
  • A signed copy of your original federal tax return (e.g. IRS Form 1040, IRS Form 1040A or IRS Form 1040EZ).

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.

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 copy 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.