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