INDEPENDENT VERIFICATION FORM 2023-2024

What you must do before financial aid can be awarded to you:

Important Note: The instructions below apply to the student and spouse, if the student is married. Notify the financial aid office if the student or spouse filed separate IRS income tax returns for 2021 or had a change in marital status after December 31, 2021.

Instructions: Complete this section if the student and spouse filed or will file a 2021 IRS income Tax return(s). The best way to verify income is by using the IRS Data Retrieval Tool (IRS DRT) that is part of FAFSA on the Web at FAFSA.gov. In most cases, no further documentation is needed to verify 2020 income information that was transferred into the student’s FAFSA using the IRS DRT if that information was not changed by the FAFSA filer. If the parent(s) did not file, please be sure to complete Section C.

Select the option that best applies:*

The student has used the IRS DRT in FAFSA on the Web to transfer 2021 IRS income tax return information into the student’s FAFSA.
The student has not yet used the IRS DRT in FAFSA on the Web, but will use the tool to transfer 2021 IRS income tax return information into the student’s FAFSA.
The student is unable or chooses not to use the IRS DRT in FAFSA on the web, and instead will provide the school with a 2021 IRS Tax Return Transcript(s).
The student did not file taxes (2021). See section C for additional information.

A 2021 Tax Return Transcript may be obtained through:

Get Transcript by MAIL – Go to www.irs.gov, under the Tools heading, click “Get a tax transcript.” Click “Get Transcript by MAIL.” Make sure to request the “IRS Tax Return Transcript” and NOT the “IRS Tax Account Transcript.” The transcript is generally received within 10 business days from the IRS’s receipt of the online request.
Get Transcript ONLINE – Go to www.irs.gov, under the Tools heading, click “Get a tax Transcript.” Click “Get Transcript ONLINE.” Make sure to request the “IRS Tax Return Transcript” and NOT the “IRS Tax Account Transcript.” To use the Get Transcript Online tool, the user must have (1) access to a valid email address, (2) a text-enabled mobile phone (pay-as-you-go plans cannot be used) in the user’s name and (3) specific financial account numbers (such as a credit card number or an account number for a home mortgage or auto loan). The transcript displays online upon successful completion of the IRS’s two-step authentication.
Automated Telephone Request – 1-800-908-9946. Transcript is generally received within 10 business days from the IRS’s receipt of the telephone request.
Paper Request Form – IRS Form 4506T-EZ or IRS Form 4506-T. Transcript is generally received within 10 business days from the IRS’s receipt of the paper request form.

If the student and spouse filed separate 2021 IRS income tax returns, the IRS DRT cannot be used and the 2020 IRS Tax Transcript(s) must be provided for each.*

Check here if a 2021 IRS Tax Return Transcript(s) is provided (upload below)
Check here if a 2021 IRS Tax Return Transcript(s) will be provided later.

IRS Tax Return Transcript(s)*

Drop files here or

Accepted file types: pdf, doc, docx, jpeg, jpg, png, Max. file size: 2 MB, Max. files: 3.

A. Student Information

Faulkner Student ID Number*

Name*

First Middle Last

SSN*

Address*

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Date of Birth*

Email*

Enter Email Confirm Email

Phone*

B. Household Information

List below the people in your student’s household. Include:

The Student (self)
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 the children’s support from July 1, 2023, through June 30, 2024, even if a child does not live with the student.
Other people if they now live with the student and the student or spouse provides more than half of the other person’s support, and will continue to provide more than half of that person’s support through June 30, 2024.
Number in College: Include in the space below information about any household member who is, or 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, 2023 and Jun 30, 2024, and include the name of the college.

Note: We may require additional documentation if we have reason to believe that the information regarding the household members enrolled in eligible postsecondary educational institutions is inaccurate.

Student (Self)

Student's Name*

First Last

Student's Age*

Student's College*

Attended 2023-2024

Enrolled at least half time?*

Yes
No

Spouse

Spouse's Name

First Last

Spouse's Age

Spouse's College

Attended 2023-2024

Enrolled at least half time?

Yes
No

Dependents

1.) Dependent's Name

First Last

Dependent's Age

Dependent's College

Attended 2022-2023

Enrolled at least half time?

Yes
No

2.) Dependent's Name

First Last

Dependent's Age

Dependent's College

Attended 2023-2024

Enrolled at least half time?

Yes
No

3.) Dependent's Name

First Last

Dependent's Age

Dependent's College

Attended 2022-2023

Enrolled at least half time?

Yes
No

Are there more relationships that need to be added?

Yes, I need more room

Additional Household Members*

Please specify additional members of household below. Click on the (+) plus sign on the left of the row to add up to five household members.

Relationship	Full Name	Age	College	Enrolled half time? Yes/ No

C. Tax Return Non Filers

For students that did not file taxes (2021). Otherwise, skip to section D.

Complete this section if the student and spouse will not file and are not required to file a 2021 income tax return with the IRS. The instructions and certifications below apply to the student and spouse, if the student is married.

Select the option that best applies:*

The student and spouse were not employed and had no income earned from work in 2021.
The student and/or spouse were employed in 2021 and have listed below the names of all employers, the amount earned from each employer in 2021, and whether an IRS W-2 form or an equivalent document is provided. (Provide copies of all 2021 IRS W-2 forms issued to the student and spouse by their employees). List every employer even if the employer did not issue an IRS W-2 form.

1.) Employer Name*

1.) Annual Amount Earned in 2021*

Please enter a number greater than or equal to 1.

2.) Employer Name

2.) Annual Amount Earned in 2021

3.) Employer Name

3.) Annual Amount Earned in 2021

4.) Employer Name

4.) Annual Amount Earned in 2021

Total Amount of Income Earned from Work:

This total is auto-calculated based on variables provided above.

Do you have IRS W-2 or an Equivalent Documents for the Employers specified above*

Yes (upload below)
No

IRS W-2 or an Equivalent Document*

Drop files here or

Accepted file types: pdf, doc, docx, jpeg, jpg, png, Max. file size: 2 MB, Max. files: 4.

Provide documentation from the IRS or other relevant tax authority dated on or after October 1, 2021 that indicates a 2021 IRS income tax return was not filed with the IRS or other relevant tax authority.*

Check here if confirmation of nonfiling is provided. (upload below)
Check here if confirmation of nonfiling will be provided later.

Confirmation of Non-Filing*

Accepted file types: pdf, doc, docx, jpeg, jpg, png, Max. file size: 2 MB.

D. Additional Income

Both tax filers and non-tax filers must list any untaxed income received in 2021. Be sure to enter zeros if no funds were received. Failure to complete this section will delay the processing of your verification.

Applicants with no taxable income, no earned income or no untaxed income as reported in Section D will be required to submit a Low Income Document form and letter explaining how living expenses were met.

Calendar Year 2021

Untaxed portion of pensions*

Untaxed portion of IRA distributions*

Tax exempt interest income*

Education credits from 1040 or 1040A*

IRA distributions*

IRA deductions and payments*

Total additional income*

This total is auto-calculated based on variables provided above.

E. Sign this Form

Signature*

By signing this worksheet, I (we) certify that all the information reported on this worksheet is complete and correct. Warning: If you purposely give false or misleading information on this worksheet, you may be fined, be sentenced to jail, or both.

I understand

INDEPENDENT VERIFICATION FORM 2023-2024