FORT SCOTT COMMUNITY COLLEGE 2015-2016 Independent Verification Form (V6-Household Resources) Your 2015-2016 Free Application for Federal Student Aid (FAFSA) was selected for review in a process called verification. The law says that before awarding Federal Student Aid, we must ask you to confirm the information you reported on your FAFSA. To verify that you provided correct information, we will compare your FAFSA with the information on this institutional verification document and with any other required documents. If there are differences, your FAFSA information may need to be corrected. You and a parent whose information was reported on the FAFSA must complete and sign this institutional verification document, attach any required documents, and submit the form and other required documents to us. We may ask for additional information. If you have questions about verification, contact us as soon as possible so that your financial aid will not be delayed. _____________________________ Student’s Last Name _________________________ ____ Student’s First Name M.I. __________________ SSN or Student ID# _____________________________________________________________________________________________________________________________________________________________ ___________________________________________ Student’s Street Address Student’s DOB City State Zip Household Members and Number in College: List below the people in the student’s household. Include: The student The student’s spouse, if the student is married. The student’s or spouse’s children if the student or spouse will provide more than half of their support from July 1, 2015, through June 30, 2016, even if the children do not live with the student. Other people if they now live with the student and the student or spouse provide more than half of their support and will continue to provide more than half of their support through June 30, 2016. NOTE: For any household member who will be enrolled at least half time (six credit hours) in a degree, diploma, or certification program at an eligible postsecondary educational institution any time between July 1, 2015 and June 30, 2016, include the name of the college below. Full Name Age Relationship College Attending John Doe (example) 18 Brother Self FSCC Enrolled at Least Half Time (Y/N) Yes _____________________________ Student’s Last Name _________________________ ____ Student’s First Name M.I. __________________ SSN or Student ID# Receipt of SNAP Benefits: Certify if a member of the student’s household (refer to page 1), received benefits from the Supplemental Nutrition Assistance Programs or SNAP (formerly known as the Food Stamp Program) sometime during 2013 or 2014. SNAP may be known by another name in some states. For assistance in determining the name used in a state, please call 1-800-433-3243. NOTE: If we have reason to believe that the information regarding the receipt of SNAP benefits is inaccurate, we may require documentation from the agency that issued the SNAP benefits in 2013 or 2014. In 2013 or 2014, did the student or any member of the student’s household receive SNAP benefits? Yes No Child Support Paid: It was indicated on the student’s FAFSA, that the student or spouse, who is a member of the student’s household, paid child support in 2014. List below the names of the persons who paid the child support, 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 annual amount of child support that was paid in 2014 for each child. If no child support was paid, please write N/A on the table below. Name of Person Who Paid Child Support Name of Person to Whom Child Support was Paid Name of Child for Whom Support was Paid Amount of Child Support Paid in 2014 NOTE: If we have reason to believe that the information regarding child support paid is not accurate, we may require additional documentation; such as: A copy of the separation agreement or divorce decree that shows the amount of child support to be provided A statement from the individual receiving the child support certifying the amount of child support received Copies of the child support payment checks or money order receipts _____________________________ Student’s Last Name _________________________ ____ Student’s First Name M.I. __________________ SSN or Student ID# Student’s Tax Information: Did the student file taxes for the 2014 year? Yes No If no, skip to the TAX NON-FILER section below. (Do not fill out the tax filer section). If yes, please continue to the TAX FILER section. (Do not fill out the tax non-filer section). ***If the student worked in 2014, all W2 forms must be attached*** TAX FILER: In order to verify the student’s tax information, one of the following steps must be completed: (Please refer to the detailed directions at the end of this form). The student has used the IRS Data Retrieval Tool on their FAFSA. The student is going to use the IRS Data Retrieval tool on their FAFSA. The student has attached an IRS Tax Return Transcript to this form. The student will submit an IRS Tax Return Transcript at a later date. NOTE: If the student is married and the student and spouse filed separately, an IRS Tax Return Transcript will need to be obtained for both individuals. For electronic filers, the IRS Data Retrieval Tool and the IRS Tax Return Transcript should be available 2-3 weeks after their 2014 IRS Income Tax Return has been accepted by the IRS. For paper filers, they are available after 8-11 weeks. TAX NON-FILER: The student was not employed and had no income earned from work in 2014. The student was employed and had income earned from work in 2014. NOTE: If the student was employed, list below the names of all the student’s employers, the amount earned from each employer in 2014, and attach copies of all 2014 W-2 forms issued by the employer(s). Employer Name John’s Auto Body Shop (example) 2014 Amount Earned $2,000 W-2 Form Attached (Y/N) Yes _____________________________ Student’s Last Name _________________________ ____ Student’s First Name M.I. __________________ SSN or Student ID# Other Untaxed Income: The information below applies to the student and the student’s spouse if they are married. If any item does not apply, enter “N/A” for Not Applicable where a response is requested, or enter “0” in an area where an amount is requested. To determine the correct annual amount for each item: if you paid or received the same dollar amount every month in 2014, multiply that amount by the number of months in 2013 you paid or received it. If you did not pay or receive the same amount each month in 2014, add together the amounts each month. Payments to tax-deferred pension and retirement savings List any payments (direct or withheld from earnings) to tax-deferred pension and retirement savings plans (Ex: 401(k) or 403(b) plans), including, but not limited to, amounts reported on W-2 forms in boxes 12a through 12d with codes D, E, F, G, H, and S. Name of Person Who Made the Payment Total Amount Paid in 2014 Child support received List the actual amount of any child support received in 2014 for the children in your household. Do not include foster care payments, adoption payments, or any amount that was court-ordered but not actually paid. Name of Adult Who Name of Child For Whom Amount of Child Support Received the Support Support Was Received Received in 2014 Housing, food, and other living allowances paid to members of the military, clergy, and others Include cash payments and/or the cash value of benefits received. Do not include the value of on-base military housing or the value or a basic military allowance for housing. Amount of Benefit Received Name of Recipient Type of Benefit Received in 2014 Veteran’s non-education benefits List the total amount of veteran’s non-education benefits received in 2014. Include Disability, Death Pension, Dependency and Indemnity Compensation (DIC), and/or VA Educational Work-Study allowances. Do not include Federal veteran’s educational benefits such as: Montgomery GI Bill, Dependents Education Assistance Program, VEAP Benefits, Post-9/11 GI Bill. Type of Veteran’s Amount of Benefit Received Name of Recipient Non-education Benefit in 2014 _____________________________ Student’s Last Name _________________________ ____ Student’s First Name M.I. __________________ SSN or Student ID# Other untaxed income List the amount of other untaxed income not reported and not excluded elsewhere on this form. Include untaxed income such as 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 items reported or excluded in the before mentioned items. In addition, do not include student aid, Earned Income Credit, Additional Child Tax Credit, Temporary Assistance to Needy Families (TANF), untaxed Social Security Benefits, Supplemental Security Income (SSI), Workforce Investment Act (WIA) educational benefits, combat pay, benefits from flexible spending arrangements (Ex: cafeteria plans), foreign income exclusion, or credit for Federal tax on special fuels. Name of Recipient Type of Other Untaxed Income Amount of Other Untaxed Income Received in 2014 Money received or paid on the student’s behalf List any money received or paid on the student’s behalf (Ex: payment of student’s bills) and not reported elsewhere on this form. Enter the total amount of cash support the student received in 2014. Purpose (Cash, Rent, Books) Amount Received in 2014 Source (Who Paid) Additional Information So that we can fully understand the student’s family’s financial situation, please provide below information about any other resources, benefits, and other amounts received by the student and any members of the student’s household. Name of Recipient Type of Financial Support Amount Received in 2014 Comments: __________________________________________________________________________________________ __________________________________________________________________________________________ __________________________________________________________________________________________ __________________________________________________________________________________________ __________________________________________________________________________________________ __________________________________________________________________________________________ Certification and Signatures: Each person signing below certifies that all of the Information reported is complete and correct. ________________________________________ Student’s Signature ______________ Date ________________________________________ Spouse’s Signature (Optional) ______________ Date WARNING: If you purposely give false or misleading information, you may be fined, be sentenced to jail, or both. Certification READ, SIGN, AND DATE If you are the student, by signing this application you certify that you (1) will use federal and/or state student financial aid only to pay the cost of attending an institution of higher education, (2) are not in default on a federal student loan or have made satisfactory arrangements to repay it, (3) do not owe money back on a federal student grant or have made satisfactory arrangements to repay it, (4) will notify your college if you default on a federal student loan, and (5) will not receive a Federal Pell Grant from more than one college for the same period of time. If you are the parent or the student, by signing this application you agree, if asked, to provide information that will verify the accuracy of your completed form. This information may include U.S. or state income tax forms that you filed or required to file. Also, you certify that you understand that the Secretary of Education has the authority to verify information reported on this application with the Internal Revenue Service and other federal agencies. If you sign any document related to the federal student aid programs electronically using a Personal Identification Number (PIN), you certify that you are the person identified by the PIN and have not disclosed that PIN to anyone else. If you purposely give false or misleading information, you may be fined $20,000, sent to prison, or both. Everyone whose information is given on this form should sign below. The student (and at least one parent, if parent information is given) MUST sign below. Student________________________________________________ Date: ____________ Student’s FSCC ID# or SSN ________________________________ This form must be submitted to the Financial Aid Office by the following dates: Fall 2015 – November 18th, 2015 Spring 2016 – April 20th, 2016 Summer 2016 – July 1st, 2016 Failure to meet these deadlines may result in no aid awarded for that semester HOW TO USE THE DATA RETRIEVAL TOOL ON YOUR FAFSA 1. Log into your FAFSA at www.fafsa.ed.gov. 2. When you come to the tab for Financial Information, select Already Completed your IRS Income Tax Return. 3. On the next question, select the appropriate tax filing status. Ex: Single, Married-Filed Jointly. 4. You may be able to use the Data Retrieval Tool if you answer No to all the questions asked – Did you file an amended tax return? Did you file a foreign tax return? Did you file in the last three weeks? 5. If you answered no to the above questions, click on Link to IRS. 6. Select OK when it asks if you want to leave FAFSA on the Web. 7. On the IRS site, you will have to provide your filing status, name and address exactly as it was listed on your tax return. (If you are having trouble matching your address, go to www.usps.com, use the 8. Look Up a Zip Code option, type your street address, city, state and zip and hit FIND. Use the “standard” address that is displayed). Click on Submit and it will show you the information that will be transferred. (If it did not work than the address you provided is probably incorrect according to the IRS’ records. You may try again but you will be locked out after three failed attempts). 9. Check the Transfer my Tax Information into the FAFSA box and then click the Transfer Now button. 10. Once the information has been transferred, do not make any changes! 11. Enter the information for your wages and click Next. 12. Again, any information transferred by the IRS should not be changed. If selected for verification, this will delay your financial aid being processed. 13. Finish filling out your FAFSA, sign with your PIN, and submit. You may not be eligible to use the IRS Data Retrieval if: You filed your tax return within the past two weeks You filed an amended tax return Your filing status is “Married Filing Separately” You filing status is “Head of Household” and you actually are married (but not separated or divorced). If you are unable to transfer your tax information using the Data Retrieval Tool, you will need to use copies of your tax returns to fill out the FAFSA. If you need the Data Retrieval Tool completed for verification purposes, you will need to request a tax return transcript. If you are still having trouble with using the Data Retrieval, call the FAFSA hotline at 1-800-433-3243. PRINT A TAX RETURN TRANSCRIPT 1. Go to www.irs.gov. 2. Under Tools, click on Get Transcript of Your Tax Records. 3. Click on Get Transcript Online and then create a login by selecting the Get Started button. 4. Type in the required information and then click on Send Email Confirmation Code. 5. Access your email, enter the confirmation code you received and then click on Continue. 6. Type in the required information and click on Continue. 7. Answer the verification questions and click on Continue. (If you are taken back to the home page, you answered the questions incorrectly. You may try again from the beginning ). 8. Once you have correctly answered the verification questions, select the reason for your request as Higher Education/Student Aid and then click on Go. 9. Under Return Transcript, select 2014. (Make sure your pop-up blocker is turned off). 10. Print your Tax Return Transcript and submit to the Financial Aid Office. REQUEST TAX RETURN TRANSCRIPT TO BE MAILED 1. Go to www.irs.gov. 2. Under Tools, click on Get Transcript of Your Tax Records. 3. Click on Get Transcript by Mail, and then Ok. 4. Type in the required information and then click on Continue. (You must enter the information listed under the primary taxpayer). 5. Under Type of Transcript, select Return Transcript. 6. Under Tax Year, select 2014. 7. Click on Continue. 8. A Tax Return Transcript will be mailed to the address you provided in approximately 5-10 days. Submit to the Financial Aid Office as soon as possible.