2020-2021 VERIFICATION
WORKSHEET DEPENDENT
STUDENT
V1
OFFICE OF FINANCIAL AID
1501 Lakeside Drive
Lynchburg, VA 24501‐3113
Phone: (434) 544‐8228
Fax: (434) 544‐8653
Your application was selected by the Department of Education for a process called Verification. In this process, we will be comparing
information from the 2020‐ 2021 FAFSA with your 2018 federal tax information. Any corrections that need to be made to the FAFSA will be
done electronically by our office. If any corrections are made to the original FAFSA data you will receive an updated Student Aid Report (SAR)
from the Department of Education. New students will not receive a disbursement and continuing students will not receive a financial aid
award until verification is complete. This also includes those who have requested an Extension of Time to File U.S. Income Tax Return.
What Happens After I Submit My Information? Once you begin submitting documentation, the Office of Financial Aid will:
1.
Review the documents to be sure they are complete.
2.
If the documents are incomplete (missing signatures, questions are left blank, etc.) or raise additional questions for which we need
clarification, we will request that the documents be resubmitted or request additional documentation.
NOTE: Requests for missing information will show up on your FA Online Account. Incomplete documents will not be processed.
3.
Once all documents are complete, the Financial Aid office will review the information and compare it with the information reported
on the FAFSA.
Required Tax and Income Information:
1.
If you filed taxes in 2018 but did not use the IRS Data Retrieval Tool when completing your FAFSA you have two options:
a. Log back into your FAFSA and use the IRS Data Retrieval Tool to update your tax information or
b. Submit a signed copy of your 2018 tax return form, or order a 2018 Tax Return Transcript from the IRS.
2.
If you filed taxes in 2018 but were not eligible to use the IRS Data Retrieval Tool, you MUST submit a signed copy of your
2018 tax return, or request a 2018 Tax Return Transcript from the IRS.
3.
If you filed an amended tax return in 2018, please provide our office with a signed copy of the original IRS Tax Return and IRS
Form 1040X (Amended Tax Return).
4.
If your parent(s) did not file taxes in 2018, you must provide our office with a Verification of NonFiling Letter from the IRS.
5.
If your parent(s) had no W2s for 2018, you will need to submit a Parent Supplemental Income Form
(www.lynchburg.edu/undergraduateadmission/financialaid/formspublications
)
How to Use the IRS Data Retrieval Tool:
1.
Go to https://fafsa.ed.gov/ and click the “Login” button on the right side of the screen
2.
Enter your information and click the “Next”
button, then select
“Make Corrections to a Processed FAFSA”
3.
Click on the “Financial Information” tab
4.
Answer “Already Completed” to the question “Have your parents already filed their IRS income tax return,” then by checking “None
of the above” if that is accurate to the next question about the filing status. If you cannot accurately check “None of the above,” you
will need to submit an IRS Tax Return Transcript instead of using the Data Retrieval Tool. (See instructions below)
5.
Click on the “Link to IRS” button (You will be told that you are leaving the FAFSA webpage)
6.
Enter the information asked by the IRS page and then select the check box and click “Transfer Now”
How to Obtain a Tax Return Transcript or IRS Verification of Non-Filing Letter
1.
A Tax Return Transcript is different
than a 1040, 1040A/EZ form that you submit to the IRS. A Tax Return Transcript shows what
the IRS processed for your taxes for 2018. We can accept signed income
tax returns, but if you cannot provide a copy of your
2018 tax return then a 2018 Tax Return Transcripts must be requested from the IRS.
a.
Be sure to request a Tax Return Transcript, NOT an Account Transcript.
2.
A Verification of Non-Filing Letter is a letter from the IRS confirming that they have no taxes for you for the 2018 tax year. If
you did not file taxes as a parent or an independent student you must provide a Confirmation of Non-Filing Letter from the IRS.
3.
Do not have any transcript sent directly to the Financial Aid Office.
4.
To request a copy online, go to www.irs.gov and follow these steps:
a.
On the main page under Tools, click “Get your Tax Record”
b.
Click “Get Transcript Online” or “Get Transcript by Mail”
c.
Click “Get Started” and enter your information (You will not see this prompt if requesting by mail; fill out all fields)
d.
If ordering through the mail, enter the address you filed taxes under for 2018 and submit your request
e.
If downloading online, check the email account that you entered for the Confirmation Code (Do not close the IRS page)
i.
Enter the Confirmation Code on the IRS page and click “Verify Email Confirmation Code”
ii.
Enter the Information on the next two pages
iii .
Click on t
he year transcript that you wish to print (2018). Your transcript will open in a new window where you
can print it.
5.
Tel
ephone Request: Automated 1‐800‐908‐9946
2020-2021 VERIFICATION
WORKSHEET DEPENDENT
STUDENT
V1
OFFICE OF FINANCIAL AID
1501 Lakeside Drive
Lynchburg, VA 24501‐3113
Phone: (434) 544‐8228
Fax: (434) 544‐8653
Student Name: Date of Birth:
Telephone: ( ) _
A.
FAMILY INFORMATION: List all members of your household, beginning with yourself. Attach a separate sheet if necessary.
In the box below, list all people in your household including:
Your parents (including step parent)
Your parent(s)’ other children and any other people if they meet the following criteria:
They get more than half of their support from your parent(s), and
They will continue to get this support between July 1, 2020 and June 30, 2021
Write in the name of the college for any household member who will be attending college at least half‐time between
July 1, 2020 and June 30, 2021
NAME
AGE
RELATIONSHIP
COLLEGE
SELF
UNIVERSITY OF LYNCHBURG
B.
INCOME TAX INFORMATION: Select one option in each column
STUDENT INCOME INFORMATION
PARENT(S) INCOME INFORMATION
Continue to Section C
KƉƚŝŽŶϭ͗You did not file US Income Taxes in 2018:
Check here if you were not required to file a 2018 US
Income Tax Return
- You must order a Letter of Confirmation of Non Filing
from the IRS (see instructions)
Continue to Section C
Option 2: You filed taxes and already used the IRS Data Retrieval
Tool:
Skip to Section D
Option 2: You filed taxes and already used the IRS Data Retrieval
Tool:
Skip to Section D
Option 3: You filed taxes but did not use the IRS Data Retrieval Tool:
Check here if you already used the IRS Data Retrieval Tool on
your FAFSA
Skip to Section D
Option 3: You filed taxes but did not use the IRS Data Retrieval Tool:
Check here if you already used the IRS Data Retrieval Tool on
your FAFSA
Skip to Section D
Option 1: You did not file US Income Taxes in 2018:
Check here if you were not required to file a 2018 U
S
Income Tax Return
Check here if you will update your FAFSA by using the IRS Data
Retrieval Tool (see instructions)
Check here if you are not planning to use the IRS Data Retrieval
Tool and will attach a copy of your IRS Tax Return Transcript
(see instructions) or a signed copy of your 2018 tax return
Check here if you will update your FAFSA by using the IRS Data
Retrieval Tool (see instructions)
Check here if you are not planning to use the IRS Data Retrieval
Tool and will attach a copy of your IRS Tax Return Transcript
(see instructions) or a signed copy of your 2018 tax return
Parent Telephone: ( )
C.
EARNED INCOME INFORMATION FOR NON TAX FILERS
If you filed taxes in 2018, please skip this section and proceed to Section D.
If you did not file taxes in 2018, please select one of the following in the appropriate column:
PARENT(S) WAGE INFORMATION
Option 1: You did not have any W2s for 2018
Continue to Section D
Option 1: You did not have any W2s for 2018
Please submit a Supplemental Income Form (see instructions)
along with documentation of any additional income for 2018
Continue to Section D
Option 2: You had W2s for 2018
Please submit a copy of all W2s for 2018
Continue to Section D
Option 2: You had W2s for 2018
Please submit a copy of all W2s for 2018
Continue to Section D
D.
CHILD SUPPORT PAID DO NOT LEAVE THIS BLANK. If not applicable, select that you did not pay child support.
I certify that I did not pay any child support in 2018.
I certify that I paid child support in 2018. I have listed below 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 2018 for each
child. I attest that I have not included these children as members of my household size. (Parents can either include these children
as members of the household *OR* include the amount of child support paid for these children, but not both.)
Child Support you PAID in 2018 (attach a separate page if needed)
Child’s Name
Name of Person
Paying Support
Name of Person
Receiving Child Support
Amount Paid
During 2018 Year
/Year
/Year
/Year
/Year
E.
UNTAXED INCOME DO NOT LEAVE THIS BLANK. If not applicable, select "No".
Please select YES or NO
Sources of Untaxed Income
Student Amounts in 2018
Parent(s) Amounts in 2018
Are there any IRA Distributions from your 2018 IRS 1040 or
1040A that are from a rollover amount? YES NO
YES NO
Are there any Pension Distributions from your 2018 IRS
1040 or 1040A that are from a rollover amount? YES NO YES NO
F.
SIGN THIS FORM
Each person signing this form certifies that all the information reported on it is complete and correct.
Warning: If you purposely give false or misleading information on this worksheet you may be fined, sentenced to jail, or both.
The student and at least one parent must sign and date.
Student Signature _
Date
Parent Signature
Date
click to sign
signature
click to edit
click to sign
signature
click to edit