FAFSA Verification Process

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Overview

FAFSA Verification is the process required by the U.S. Department of Education to confirm that information reported on your Free Application for Federal Student Aid (FAFSA) is accurate to ensure that all students receive the appropriate amount of financial aid for which they are eligible. The Department of Education often selects students randomly for the FAFSA verification process and requires schools, such as Wright State University, to verify certain FAFSA data elements for those selected.

Students selected for verification must complete a verification worksheet and submit additional required documentation as requested by the Wright State Office of Financial Aid. Required documentation for verification will appear in WINGS Express for all students selected for the verification process.

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 Worksheet

On the Verification Worksheet, students list household members as determined by the FAFSA and identify others in the household who are also attending college. There are also questions about you and your family’s tax filing status and earned income. Please refer to the Tips for completing the Verification Form at the end of the FAFSA Verification Form.

Submit all requested information to RaiderConnect. Make certain all appropriate signatures are provided.


Providing Documentation of Income

Wright State University is required by law to verify income reported on your FAFSA.

Dependent students must provide documenation for the student and the parent(s) listed on the FAFSA. If the student’s parent on the FAFSA has remarried, the stepparent’s information is also required.

Independent students must provide documentation for both the student and spouse, if the student is married. The type of documentation needed to complete the FAFSA Verification process varies based on the tax-filing status.

Please review the Providing Documentation for Tax Filers and Providing Documenation for Non-Tax Filers sections below to determine what documentation is needed. The tax year  being verified depends on which FAFSA you have filed. For more information on what tax year information is needed, please view the chart below or visit your WINGS Express portal.

2018-2019 FAFSA Verification of Income 2019-2020 FAFSA Verification of Income
                                             2016 Tax Year                                                2017 Tax Year

Providing Documentation for Tax-Filers (for those who filed a federal tax return)

If you filed a federal tax return for the year being verified, you can document income by either:

  1. Use the IRS Data Retrieval Tool on the FAFSA and transfer IRS tax information into the FAFSA.
  2. Requesting an official Tax Return Transcript from the IRS and submit a copy of it to Wright State University. Refer to the resource section below on how to request a Tax Return Transcript.

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.

Instructions for Providing Tax Documentation for Exceptional Circumstances

Amended Tax Return Filers

Amended tax return filers must provide a signed copy of the IRS Form 1040X "Amended U.S. Individual Income Tax Return" for the appropriate tax year. In special circumstances the IRS made the amendments, not the tax filer. In these cases, the tax filer will need to request a Tax Account Transcript from the IRS.

Forward your documentation to RaiderConnect. 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:

  • Request a copy of an alternative transcript known as the TRDBV (Transcript DataBase View) and submit a copy to RaiderConnect 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.

For additional assistance with the TRDBV form, contact the IRS Identity Protection Specialized Unit (IPSU) by phone (800-908-4490) or go to the ID theft website on www.irs.gov. Forward your documentation to RaiderConnect. 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 tax filer who filed an income tax return with Guam, the Commonwealth of the Northern Mariana Islands, the Commonwealth of Puerto Rico and the U.S. Virgin Islands may provide a signed copy of his or her income tax return that was filed with the relevant tax authority. However, if we question the accuracy of the information on the signed copy of the income tax return, the tax filer must provide us with a copy of the tax account information issued by the relevant tax authority before verification can be completed.
  • A tax filer who filed an income tax return with the tax authority for American Samoa must provide a copy of his or her tax account information,
  • A tax filer who filed an income tax return with the tax authorities not mentioned above, i.e. a foreign tax authority, and who indicates that he or she is unable to obtain the tax account information free of charge, must provide documentation that the tax authority charges a fee to obtain that information, along with a signed copy of his or her income tax return that was filed with the relevant tax authority.

Providing Documentation for Non-Tax Filers (for those who did not file a federal tax return)

If you did not file and are not required to file a federal tax return you still need to verify your income based on the FAFSA year.

Providing Documentation for Income Earned from Work

Copies of W-2s are required for student, spouse, or parent(s) who earned money from working, but were not required to file and did not file a federal tax return. If the income is from a business or miscellaneous income, a 1099 or business schedules may be requested.

Verification of Non-Filing Letter/Transcript

Independent students and parents of dependent students who did not file a federal tax return and were not required to file must submit a Verification of Non-Filing Transcript from the IRS that states there is “no record of return filed” or “no transcript on file”. It must be dated on or after October 1st. Refer to the resource section below on how to request a Verification of Non-Filing Letter/Transcript.

Dependent students who did not file a tax return are not required to provide a Non-Filing Letter.

Resources

How to request an IRS Tax Return Transcript for tax filers

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. 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.

Get a Tax Return Transcript by Mail

The IRS provides three methods for requesting a Tax Return Transcript be sent by mail.

Online Request

  • Go to the IRS website at https://www.irs.gov/individuals/get-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. 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 RaiderConnect. 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.

Paper Request

  • 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. 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 RaiderConnect 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 4506-T to the appropriate address (or fax number) provided on page 2 of Form 4506-T.
  • 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 4506-T 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.

Phone Request

  • 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 RaiderConnect. 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 Online
  • Go to the IRS website at https://www.irs.gov/individuals/get-transcript.
  • Select Get Transcript Online.
  • Log In with your existing username and password.
  • 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 RaiderConnect. 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.

How to Request a Verification of Non-Filing Letter/Transcript

Paper Request

  • 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. 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 RaiderConnect 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.
  • Check box 7 to request Verification of Non-filing.
  • Line 9 allows you to provide the ending date of the tax year for which you need a letter of non-filing. For example, If you need a non-filing letter for the 2017 tax year, enter 12/31/2017.
  • 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 4506-T to the appropriate address (or fax number) provided on page 2 of Form 4506-T.
  • 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 4506-T 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.

Online Request

This service can only be used for individuals who have filed a federal tax return in previous years.

  • Go to the IRS website at https://www.irs.gov/individuals/get-transcript.
  • Select Get Transcript Online.
  • Log In with your existing username and password.
  • 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 RaiderConnect. 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.

Submit Documentation Early (Tips and Deadlines)

You will not receive an Award Notice until Verification is complete. 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 Department of Education can select you for Verification at any time. If you were already awarded federal and state financial aid prior to being selected for Verification, no additional federal or state aid will pay to your student account until Verification is complete. This includes earning Federal Work Study wages. In addition, failure to complete 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 Verification deadlines for each term, please see the table below.

Term Submission Deadline
Summer 2018 Nov. 9, 2018
Fall 2018 Mar. 31, 2019
Spring 2019 Aug. 18, 2019

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. Remember, 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.