2017-2018 FAFSA Information to Be Verified
The following is a list of documents and information that the Office of Financial Aid may request for applicants who complete a FAFSA for the 2017-2018 award year and are selected for verification by the U.S. Department of Education. Information is to be verified for the applicant and, if applicable, his/her parent(s) or spouse.
Information to Be Verified - The required information may differ from student to student. The Office of Financial Aid will inform each student which specific information must be verified:
- Adjusted Gross Income (tax filers only)
- Income Tax Paid (tax filers only)
- Untaxed Income, including, but not limited to: untaxed pensions, child support received, veteran's non-education benefits, and money paid on behalf of the student
- Number of Household Members
- Number of Household Members enrolled at least half-time at an eligible post-secondary institution
- High School Completion Status
- Identity and Statement of Educational Purpose
- Income Earned from Work
- Statement of Non-Filing (non-tax filers only)
You can find some of the requested forms by clicking here.
IRS Data Retrieval Tool Process ***CURRENTLY UNAVAILABLE***
The U.S. Department of Education and the Internal Revenue Service recently issued a joint statement regarding the process described below: "To protect sensitive taxpayer data, the IRS Data Retrieval Tool (DRT) ... will be unavailable until extra security protections can be added. The tool is expected to be back online in Fall 2017, when the next FAFSA season begins." We will provide further updates regarding IRS DRT as they become available.
Applicants selected for verification who transfer income tax return information using the IRS Data Retrieval Tool when completing the initial FAFSA or a FAFSA correction will have verified the IRS information (such as AGI and taxes paid). Using the IRS Data Retrieval Tool provides families with the fastest and most secure solution for meeting verification requirements.
If changes were made to the transferred information or if the institution has reason to believe that the transferred information is inaccurate, the applicant must provide other acceptable documentation.
IRS Tax Return Transcript
Under certain conditions, applicants who were selected for verification will need to submit a 2015 IRS Tax Return Transcript for the applicant and, if applicable, his/her parent(s) or spouse to the Office of Financial Aid. Such conditions are:
- The applicant or parent did not use the IRS Data Retrieval Tool when completing the initial FAFSA or a FAFSA correction
- Information on the FAFSA using the IRS Data Retrieval Tool was subsequently changed
- Married independent student and spouse filed separate tax returns
- Parents of a dependent student filed separate tax returns
- Applicant or parent’s marital status changed after December 31, 2015
- Applicant, spouse, or parent filed an amended tax return
NOTE: We strongly recommend that when you complete the FAFSA, you upload your tax information through the IRS Data Retrieval Tool. Once you have done this, do not make any manual changes without consulting the Office of Financial Aid.
IRS Tax Return Transcript Request Process
Tax filers who are unable or choose not to use the IRS DRT on the FAFSA can request a transcript of their 2015 Federal tax return from the IRS, free of charge, by one of the following methods:
- Go to https://www.irs.gov/individuals/get-transcript.
- Click “Get Transcript ONLINE.”
- Create an account; enter all the information requested to verify your identity and retrieve your tax records.
- When asked for the Type of Transcript, select the “Tax Return Transcript” for tax year 2015.
- Download a printable PDF version of your transcript; save a copy of this file for your records and print a copy for submission to the Office of Financial Aid.
2. U.S. Mail
- Go to https://www.irs.gov/individuals/get-transcript.
- Click “Get Transcript by MAIL.”
- Enter the tax filer’s social security number, date of birth, street address, and zip code. Use the address currently on file with the IRS; generally, this will be the address that was listed on the latest tax return filed. If an address change has been completed through the US Postal Service, the IRS may have the updated address on file.
- Click “Continue.”
- Select “Return Transcript” in the Type of Transcript field and “2015” for the Tax Year.
3. Telephone Request
- Call the IRS at 1-800-908-9946.
- Follow the prompts to enter your social security number and the numbers in your street address. Generally, this will be numbers of the street address that was listed on the latest tax return filed. If an address change has been completed through the US Postal Service, the IRS may have the updated address on file.
- Select Option 2 to request an IRS Tax Return Transcript and then enter “2015.”
4. IRS Form 4506T-EZ
Form 4506T-EZ should be used instead of IRS Form 4506-T because it is sufficient to request an IRS Tax Return Transcript.
- Download Form 4506T-EZ from https://www.irs.gov/pub/irs-pdf/f4506tez.pdf.
- Complete lines 1 – 4, following the instructions on page 2 of the form. Line 3 should be the most current address as filed with the IRS; it is the address where the IRS Tax Return Transcript will be sent. If the address has recently changed, include the address listed on the latest tax return filed on Line 4. If an address change has been completed through the US Postal Service, the IRS may have the updated address on file.
- Line 5 provides the tax filer with the option to have their IRS Tax Return Transcript mailed directly to a third party. Do not list Kean University as a third party to receive the transcript; it must be sent directly to the student.
- Enter “2015” on Line 6.
- The tax filer (or spouse if requesting information from a joint tax return) must sign and date the form and enter a telephone number. Only one signature is required to request a transcript for a joint return.
- Mail or fax the completed IRS Form 4506T-EZ to the appropriate address (or fax number) provided on page 2.
Procedure for Non-Tax Filers
FAFSA applicants and, if applicable, his/her parent(s) or spouse, who did not and are not required to file a 2015 Federal Tax Return, must complete an institutional 2017-2018 Statement of Tax Non-Filing for 2015 form. Beginning with the 2017-2018 award year, non-filers are also required to submit a 2015 Verification of Non-Filing Letter from the IRS.
This letter can be obtained in the same manner as the online, mail, and telephone requests described in Options 1-3 above for tax filers. Non-filers should not complete IRS Form 4506T-EZ as described in Option 4; instead, complete Form 4506-T (https://www.irs.gov/pub/irs-pdf/f4506t.pdf). Complete Lines 1-4, check the box on Line 7, and enter the year-end date “12/31/2015” in Line 9.
Please note for options 2-4: If successfully validated, the tax filer can expect to receive a paper IRS Tax Return Transcript in the mail within 5 to 10 days from the date of the request.
Upon receipt of the Tax Return Transcript(s), write the student’s name and Kean ID# on each page and submit all pages to the Office of Financial Aid. Keep copies for your records.