FAFSA Verification Process

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Overview

Verification is the process used to confirm that the data reported on your Free Application for Federal Student Aid (FAFSA) form is accurate. A percentage of applicants who submit the FAFSA are selected by the U.S. Department of Education for FAFSA Verification. Some schools choose to verify additional FAFSA applicants beyond those selected by the Department of Education. 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 are selected for FAFSA Verification you must complete a verification worksheet and submit additional documentation based on your dependency status and income. If you are not selected for FAFSA Verification, you do not need to complete FAFSA Verification and verification requirements will not appear in WINGS Express. If you are selected for FAFSA Verification, you can print the verification worksheet(s) and view requested documentation 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 WINGS Express Support Page.


Verification Worksheet

The Verification Worksheet will help verify the number of people in your (independent students) or your parent's (dependent students) household and the number in of members in the household that are attending college at least half-time in a degree seeking program. The worksheet will also help to determine what documentation is needed to confirm income information.

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


Providing Documentation of Income for Tax-Filers and Non-Tax-Filers

Wright State University is required by law to verify certain data elements reported on your FAFSA using documentation based on your tax-filing status. For dependent students, documentation of income for both parent(s) and student is required. If the parent on the FAFSA is re-married, this includes stepparent. For independent students, documentation of income for the student, and if married spouse, is required.


Providing Documentation for Tax-Filers

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

2017-2018 FAFSA Verification for 2015 Tax Filers 2018-2019 FAFSA Verification for 2016 Tax Filers
Submit a signed copy of your 2015 federal 1040 Tax Return OR Submit your 2016 tax information online via the FAFSA IRS Data Retrieval Tool OR
Provide a copy of your 2015 IRS Tax Return Transcript.                         Provide a copy of your 2016 IRS 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.

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 (ex: 2016 for the 2018-2019 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 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 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 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 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.

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 (This service is unavailable for new users at this time)
  • 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.

Instructions for Providing Tax Documentation for Exceptional Circumstances

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 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

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

2017-2018 FAFSA Verification for 2015 Non-Tax Filers 2018-2019 FAFSA Verification for 2016 Non-Tax Filers

If employed during 2015, provide a copy of your 2015 W-2(s).                                                                            

Provide a copy of your 2016 IRS Tax Return Transcript showing status of non-filing (for parent(s) and independent students only) AND

  If employed during 2016, provide a copy of your 2016 W-2(s).

IRS Tax Return Transcript Non-Filing Letter (for 2018-2019 only)

New for the 201819 aid year: Independent students (and, if applicable, spouse) and parents of dependent students who did not file a federal tax return must submit a Tax Return Transcript from the IRS with a message indicating "no record of return filed" or "no transcript on file" dated on or after October 1, 2017. This is to confirm that a tax return has not been filed with the IRS or other related tax authority.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. Dependent students do not need to submit documentation that they did not file a tax return. There are two ways to request a Tax Return Transcript.

How to Request a Tax Return Transcript for Non-Tax Filers

Paper Request

  • 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 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 2016 tax year, enter 12/31/2016.
  • 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.

Online Request (This service is unavailable for new users at this time)

  • 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.

Verifying Earned Income from Work

If you did not file and are not required to file an income tax return but had earnings, you must submit a copy of your W-2(s). If you earned business or miscellaneous income, a 1099 or business schedules may be requested.


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 2017 Nov. 14, 2017
Fall 2017 April 5, 2018
Spring 2018 Aug. 16, 2018

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.