2016-2017 WVNCC Independent Verification Worksheet

advertisement
2016-2017 WVNCC Independent Verification Worksheet
_____________________________
__________________________
____
Student’s: Last Name
First Name
M.I.
N_________________
IV6
Student ID #
Email Address: _______________________________@mail.wvncc.edu – All correspondence from our office will be sent here
Your FAFSA was selected for review in a process called “Verification.” In this process WVNCC
is required to compare information from your FAFSA with other documentation such as an
official IRS Tax Return Transcript for you and your spouse, if married. If you and/or your
spouse, if married, were not required to file a federal tax return you must submit copies of any W2 forms or earnings statements. The law says we have a right to ask you for this information
before awarding federal aid. If there are differences between your FAFSA and your financial
documents we may need to send corrections electronically to have your information reprocessed.
A. Family (Household) Information (verifying number in household and number in college)
List below the people in your household. Include:
What you should do


Complete this worksheet. ALL SECTIONS MUST BE FILLED IN.
Write N/A (not applicable) or enter a zero if the field does
not pertain to you. You MUST sign the worksheet.
Send or take the completed worksheet, plus copies of you
and your spouse’s, if married, 2015 IRS Tax Transcript and
2015 W-2 forms to the Financial Aid Office or your Campus
Service Center at WVNCC.
We must review the requested information under the financial aid program rules (CFR
Title 34, Part 668).

Yourself on the first line

Your spouse, if married.

You and/or your spouse’s children if you or your spouse will provide more than half of their support from July 1, 2016, through June 30, 2017, even if the
children do not live with the student.

Other people if they now live with you and you and your spouse provide more than half of their support and will continue to provide more than half of their
support through June 30, 2017.
Include the name of the college for all household members who will be enrolled, at least half time in a degree, diploma, or certificate program at an eligible
postsecondary educational institution any time between July 1, 2016, and June 30, 2017.
A
G
E
FULL NAME
RELATIONSHIP TO
STUDENT
COLLEGE ATTENDING IN
2016-17 (if applicable)
Self
WVNCC
Will be Enrolled
at Least Half
Time (Yes or No)
B. Student’s 2015 Income Information
1.
FEDERAL TAX RETURN FILERS—Important Note: If you (or your spouse, if married) filed, or will file, an amended 2015 IRS tax return,
you must contact your financial aid administrator before completing this section.
Instructions: Complete this section if the student, filed or will file a 2015 income tax return with the IRS. The best way to verify income is by using the IRS
Data Retrieval Tool that is part of FAFSA on the Web. If you have not already used the tool, 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 student is
eligible to use the IRS Data Retrieval Tool to transfer 2015 IRS income tax information into the student’s FAFSA. It can take up to two weeks from filing your
federal tax return for IRS income information to be available for the IRS Data Retrieval Tool for electronic IRS tax return filers, and up to eight weeks for
paper IRS tax return filers. If you need more information about when, or how to use the IRS Data Retrieval Tool see your financial aid administrator.
Check only one box below:
Check here if you used the IRS Data Retrieval Tool in FAFSA on the Web to retrieve and transfer 2015 IRS income information for you (and your
spouse, if married) without altering the data into the FAFSA, either on the initial FAFSA or when making a correction to the FAFSA. WVNCC will use
the IRS information that was transferred in the verification process. YOU DO NOT NEED TO PROVIDE A COPY OF A 2015 TAX RETURN
TRANSCRIPT.
Check here if you have not yet used the IRS Data Retrieval Tool in FAFSA on the Web, but will use the tool to retrieve and transfer 2015 IRS income
information for you (and your spouse, if married) into your FAFSA once you have filed a 2015 IRS tax return. See instructions above for information
on how to use the IRS Data Retrieval Tool. WVNCC cannot complete the verification process until the IRS information has been transferred
without altering the data into the FAFSA.
Check here if you are unable or choose not to use the IRS Data Retrieval Tool in FAFSA on the Web, and you will submit to WVNCC a 2015 IRS tax
return transcript for you and your spouse, if married—not a photocopy of the income tax return. To obtain an IRS tax return transcript, go to
www.IRS.gov and click on the “Get A Tax Transcript” link under Tools. Select “Get Transcript by Mail” and follow the prompts to Create an
Account. Make sure to request the “IRS tax return transcript” and not the “IRS tax account transcript.” You will need your Social Security Number,
date of birth, and the address on file with the IRS (normally this will be the address used when the 2015 IRS tax return was filed). It takes up to two
weeks for IRS income information to be available for electronic IRS tax return filers, and up to eight weeks for paper IRS tax return filers.
If the student and spouse filed separate 2015 IRS income tax returns, 2015 IRS Tax Return Transcripts must be provided for both. (continued on
next page)
WVNCC
Financial Aid Office
1704 Market St., Wheeling, WV 26003
Page | 1 of 3
_____________________________
__________________________
____
Student’s: Last Name
First Name
M.I.
N_________________
Student ID #
IV6
Check here if you are attaching a copy of your (and your spouse’s, if married) 2015 IRS Tax Return Transcript to this worksheet. (A paper copy
of your federal 1040 form is not acceptable documentation.)
Check here if you have arranged for a copy of your (and your spouse’s, if married) 2015 Tax Return Transcript to be submitted to WVNCC by
____________________(date). Verification cannot be completed until the IRS tax return transcript has been submitted to the student’s
school.
2.
TAX RETURN NONFILERS—Complete this section if you (and, if married, your spouse) will not file and are not required to file a 2015 federal
income tax return with the IRS. List below your employer(s) and any income received in 2015. Please submit copies of any W-2 forms or other earnings
statements.
Check the box that applies:
Check here if you (and if married, your spouse) were not employed and had no income earned from work in 2015.
Check here if you (and if married, your spouse) were employed in 2015. Attach copies of all 2015 IRS W-2 forms issued to the student (and if
married, your spouse) by employers. List any employer that did not issue an IRS W-2 form in the space below. If more space is needed, attach a
separate page with the student’s name and Student ID number at the top.
Employer’s Name
Suzy’s Auto Body Shop (example)
2015 Amount Earned
$2,000.00(example)
C. Other Untaxed Income
Complete this section if you (or your spouse, if married) had untaxed income for 2015.
If any item does not apply enter “N/A” where a response is requested or enter “0” if an amount is requested.
Name of Person Who had Untaxed Income
Type of Untaxed Income Received
Jim Jones (example)
Money Received or paid on the students behalf
Payments to tax-deferred pension and savings
plan
Housing, food, and other living allowances paid
to members of military, clergy
Veterans noneducation benefits
Student Amount
$500.00
Spouse Amount
0
Money received or paid on the students behalf
Other Untaxed income*
*Other untaxed income includes: Untaxed income not reported elsewhere on this form, workers’ compensation, disability, black lung benefits, untaxed portions
of health savings accounts from IRS Form 1040 line 25, railroad retirement benefits etc.
Do Not include: student aid, earned income credit, additional child tax credit, TANF, untaxed social security benefits, SSI, WIA, combat pay, benefits from
flexible spending arrangements, foreign income exclusion or credit for federal tax on special fuels.
Child Support received
Complete this section if child support was received for 2015 for any children listed in your household.
Name of Person Who Received Child
Support in 2015
Joe Jones (example)
Name of Child Whom Support
was Paid in 2015
Jim Jones
Amount of Child Support Received in
2015
$5,000
Do Not include: foster care payments, adoption payments or any amount that was court ordered but not actually paid.
WVNCC
Financial Aid Office
1704 Market St., Wheeling, WV 26003
Page | 2 of 3
IV6
D. Additional Information to Be Verified
1.
Did you or anyone in the household (listed in Section A) receive benefits from the Supplemental Nutrition Assistance Program or SNAP (formerly known as
food stamps) any time during the 2014 or 2015 calendar years? If asked by WVNCC, I will provide documentation of the receipt of SNAP benefits during
2014 and/or 2015.
YES
2.
NO
Did you (or if married, your spouse) (listed in Section A) pay child support in 2015?
YES*
NO
*If yes, you must complete the table below. If asked by the school, I will provide documentation of the payment of child support. If you
need more space, attach a separate page that includes the student’s name and Social Security Number at the top.
Name of Person Who Paid
Child Support in 2015
Name of Person to Whom Child
Support was Paid in 2015
Name of Child for Whom
Support Was Paid in 2015
Marty Jones
Chris Smith (example)
Terry Jones
Amount of Child
Support Paid in
2015
$6,000.00
If the student (and if married, your spouse) answered YES to Question C.2 above, please check the box next to the certification; otherwise
skip to the signature line (Section E) below:
By signing below, I certify that I paid child support in 2015. I have listed above the names of the persons to
whom the child support was paid, the names of the children for whom the child support was paid and the total amount of
child support paid in 2015 for each child. I also attest that I have not included these children as members of my household in
Section A on page 1. (You can either include these children as members of the household *or* include the amount of child
support paid but may not include these children as members of the household and also list child support paid.)
_____________________________
__________________________
____
Student’s: Last Name
First Name
M.I.
N_________________
Student ID #
E. Certification and Signatures
By signing this worksheet, we (the student and if married, the spouse) certify the information reported is complete and
correct. The student must sign this worksheet. Warning: If you purposely give false or misleading information on this worksheet,
you may be fined, sentenced to jail, or both, and/or the student may be subject to disciplinary action as stated in WVNCC’s Student Code of
Conduct Rule.
_________________________________________________
Student’s Signature
_________________________________
Date
_________________________________________________
Spouse’s Signature (Optional)
_________________________________
Date
WVNCC
Financial Aid Office
1704 Market St., Wheeling, WV 26003
Page | 3 of 3
Download