2012-13 Verification Worksheet I Your 2012–2013 Free Application for Federal Student Aid (FAFSA) was selected by the federal processor for review in a process called verification. The law says that before awarding Federal Student Aid, we may ask you to confirm the information you reported on your FAFSA. To verify that you provided correct information, please complete this Verification Worksheet, be sure to sign the back, and mail or fax the form and accompanying documentation to the Financial Assistance Office. If you have questions about verification, please feel free to contact us so that your financial aid will not be delayed. A. Student Information__ ______________________________________________________________ Student’s Last Name Student’s First Name Student’s M.I. __________________________ Student’s Social Security Number ______________________________________________________________ Student’s Street Address (include apt. no.) __________________________ Student’s Date of Birth ______________________________________________________________ City State Zip Code ( )_______________________ Student’s Phone Number B. Family Information__ List the people in the grid below that you (and your spouse) will support between July 1, 2012 and June 30, 2013. Include: Yourself Your spouse Your dependent children (IF you will provide more than half their support from July 1, 2012 through June 30, 2013, or the children would be required to provide parental information when applying for Federal Student Aid). Full Name Age Relationship Self Include other people as part of your family only if: They lived with you and received more than half their support from you at the time you completed your FAFSA AND They will continue to receive more than half their support from you from July 1, 2012 through June 30, 2013. Name of school, college, or employer Meredith College Of those listed above, write in the name of the college for any family member who will be enrolled at least half-time in a degree or certificate program between July 1, 2012 and June 30, 2013. Note: If you need more space, attach a separate page. C. Verifying Taxable Income: ***NEW FOR 2012-13*** One way to verify income is by using the IRS Data Retrieval Tool that is part of your FAFSA online. This tool allows your IRS information to be transferred directly to your FAFSA. Some categories of tax return filers however, are not able to use the tool. You will not be able to use the IRS Data Retrieval Tool if: your tax filing status is Married Filing Separately you filed a Puerto Rican or foreign tax return your tax filing status is Head of Household you filed your taxes recently (in the past two weeks) you filed an amended return If you are not able to use the Data Retrieval Tool, you will need to submit a 2011 IRS tax return transcript instead. The transcript is not a photocopy of your income tax return. We are no longer able to use a copy of your return. If you are not able to use the IRS Data Retrieval Tool, we must have a tax return transcript. Directions for using the IRS Data Retrieval Tool, and for requesting a tax transcript are following. Directions for using the IRS Data Retrieval Tool: Please go to www.fafsa.ed.gov. Log in to your FAFSA, select “Make FAFSA Corrections” and navigate to the Financial Information section of your FAFSA. From there, follow the instructions to use the IRS Data Retrieval Tool. Directions for requesting an IRS tax transcript: To obtain an IRS tax return transcript, go to www.IRS.gov and click on the “Order a Return or Account Transcript” link or call 1-800-908-9946. Be 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 2011 IRS tax return was filed). It takes about 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. The tax transcript does not need to be signed. Student/Spouse Tax/Income Information: Please check the box that applies: I/we did not file and am/are not required to file a 2011 federal income tax return. I/we have attached my/our 2011 W-2(s) and my/our total earnings were $_________________ (write $0 if none). I/we did file a 2011 federal tax return and I/we have used the IRS Data Retrieval Tool to retrieve and transfer my/our 2011 IRS income information into my 2012-13 FAFSA. (Directions for using the IRS Data Retrieval Tool are on previous page). Date I used IRS Data Retrieval Tool ____________. I/we did file a 2011 Federal tax return and I/we am/are unable or choose not to use the IRS Data Retrieval Tool and instead I/we will submit a 2011 IRS tax return transcript (not a copy of my/our income tax return) to the Office of Financial Assistance at Meredith College. It does not need to be signed. (Directions for requesting an IRS tax transcript are on previous page). D. Student’s Other Information to be Verified:__ Check below if someone in the household listed in Section B received benefits from the Supplemental Nutrition Assistance Program or SNAP (formerly known as food stamps) any time during the 2010 or 2011 calendar years. One of the persons listed in Section B of this worksheet received SNAP benefits in 2010 or 2011. If asked, I will provide documentation of the receipt of SNAP benefits during 2010 and/or 2011. Complete the section below if the student or spouse paid child support in 2011. This does not include child support received, only child support paid. One of the household members listed in Section B of this worksheet paid child support in 2011. I have indicated below the name of the person who paid the child support, the name of the person to whom the child support was paid, the names of the children for whom child support was paid, and the total annual amount of child support that was paid in 2011 for each child. If asked, I will provide documentation of the payment of child support. Name of Person Who Paid Name of Person to Whom Child Name of Child(ren) for Amount of Child Child Support Support was Paid Whom Support Was Paid Support Paid in 2011 E. Certification and Signatures_ By signing below, I/we certify that all of the information reported on this verification worksheet is complete and correct. WARNING: If you purposely give false or misleading information on this worksheet, you may be fined and/or sentenced to jail. _____________________________________________ ___________________________________________________ Student Signature Date Spouse Signature Date Mail, or fax this form and accompanying documentation to: Meredith College, Attn: Office of Financial Assistance 3800 Hillsborough St. Raleigh, NC 27607 Fax: (919) 760-2373 Office: (919) 760-8565