2014-2015 Verification Worksheet

Milwaukee School of Engineering 2014-2015 Verification Worksheet
Your 2014-2015 Free Application for Federal Student Aid (FAFSA) was selected for a review process called “Verification.” In this process,
MSOE will compare the information you reported on the FAFSA to the documentation requested. Please submit all required documentation
within two weeks of receiving this worksheet, if possible. MSOE is aware that accessing the IRS Data Retrieval Tool (IRS DRT) can
sometimes take more than two weeks; however, your financial aid will not be determined and disbursed until verification requirements are
completed. MSOE is required to review the requested information under 34 CFR, Part 668.
What to do:
1. Complete steps 1 – 7 and sign the Verification Worksheet. Make sure to carefully read all instructions as errors can delay the
processing of your financial aid.
2. Submit the completed worksheet along with copies of 2013 IRS Tax Return Transcripts (if requested- See Section 3) and any other
documents to the MSOE Financial Aid Office.
1. Student Information
Name: __________________________________________________________
Address: ________________________________________________________
City, State Zip:___________________________________________________
MSOE ID Number: _______________________
Date of Birth: ____________________________
Phone Number: ___________________________
2. Family Information
Write the names of all family members in the household. Dependent students should list their parents (including a stepparent if applicable)
and their parents’ other dependents. Independent students should list their spouse and their dependents. Dependents are described as
someone receiving more than 50% of support, or would be required to provide parental information when applying for Federal Student Aid.
If you need more space, please attach a separate page.
Full Name
Age
Relationship
College
Self
Milwaukee School of Engineering
3. Tax Forms and Income Information
All tax filers must submit a copy of their 2013 IRS Tax Return Transcript unless they have or will transfer their 2013 federal tax return
information into the FAFSA using the IRS Data Retrieval Tool (IRS DRT). Please DO NOT submit copies of your 2013 Federal 1040,
1040A, or 1040EZ tax return, any IRS schedules (A, B, C, etc.) or state tax returns.
STUDENT:

PARENT(S):
YES, I did file a 2013 federal tax return (choose one of
the following):
 I HAVE USED the IRS DRT.
 I WILL USE the IRS DRT. See reverse side for
directions on using the IRS DRT.*
 YES, I/we did file a 2013 federal tax return (choose one
of the following):
 I/we HAVE USED the IRS DRT.
 I/we WILL USE the IRS DRT. See reverse side for
directions on using the IRS DRT.*
 I am UNABLE TO OR CHOOSE NOT TO USE the
IRS DRT and instead will provide the school a 2013 IRS
Tax Return Transcript(s). See reverse side for directions
on how to order a transcript.**
 NO, I did not file a 2013 federal tax return.
 If no, please submit all 2013 W-2 forms and other
earnings statements.
 I FILED OR WILL FILE A TAX EXTENSION.
 Please submit a copy of IRS Form 4868 and all 2013 W-2
forms or earnings statements (or a statement of income
verification, if self-employed).
 I/we are UNABLE OR CHOOSE NOT TO USE the
IRS DRT and instead will provide the school a 2013 IRS
Tax Return Transcript(s). See reverse side for directions
on how to order a transcript.**
 NO, I did not file a 2013 federal tax return.
 If no, please submit all 2013 W-2 forms and other
earnings statements.
 I FILED OR WILL FILE A TAX EXTENSION.
 Please submit a copy of IRS Form 4868 and all 2013 W-2
forms or earnings statements (or a statement of income
verification, if self-employed).
4. Supplemental Nutrition Assistance Program (SNAP) Benefits
Student/ Spouse
Did you receive Food Stamp (SNAP)
benefits in 2013?
 Yes
 No
Parent(s) (if dependent)
Did you receive Food Stamp (SNAP)
benefits in 2013?
(Continue on reverse side)
 Yes
 No
5. Child Support Paid
Student/ Spouse
Child support you paid because of divorce or separation or as a result
of a legal requirement. Don't include support for children in your
household, as reported above.
Amount of child support paid during 2013: $
Name of the person to whom child support
was paid:
Name of the child (children) for whom the
child support was paid:
Parent(s) (if dependent)
Child support your parent(s) paid because of divorce or separation
or as a result of a legal requirement. Don't include support for
children in your (or your parents') household, as reported above.
Amount of child support paid during 2013: $
Name of the person to whom child support
was paid:
Name of the child (children) for whom the
child support was paid:
6. Non-Reported and Untaxed Income
2013 Untaxed Income:
Payments to tax-deferred pension and savings plans (paid directly or withheld from earnings), including,
but not limited to, amounts reported on the W-2 form in Boxes 12a through 12d, codes D, E, F, G, H, and
S.
Child support received for any of your children. Don’t include foster care or adoption payments.
Housing, food, and other living allowances paid to members of the military, clergy, and others (including
cash payments and cash value of benefits). Don’t include the value of on-base military housing or the
value of a basic military allowance for housing.
Veterans noneducation benefits such as Disability, Death Pension, or Dependency & Indemnity
Compensation (DIC), and/or VA Educational Work-Study allowances.
Other untaxed income not reported, such as workers' compensation, disability, etc. Also include the
untaxed portions of health savings accounts from IRS Form 1040-Line 25. Don’t include extended foster
care benefits, student aid, earned income credit, additional child tax credit, welfare payments, untaxed
Social Security benefits, Supplemental Security Income, Workforce Investment Act educational benefits,
on-base military housing or a military housing allowance, combat pay, benefits from flexible spending
arrangements, (e.g., cafeteria plans), foreign income exclusion, or credit for federal tax on special fuels.
Money received, or paid on your behalf (e.g., bills), not reported elsewhere on this form.
Student/Spouse
Parent(s)
$
$
$
$
$
$
$
$
$
$
$
$ XXXXXX
7. Certification
By signing this worksheet, I (we) certify that all the information reported to qualify for federal student aid is complete and correct.
Student’s Signature: __________________________________________
Date: _____________
Parent’s Signature: ___________________________________________
(Dependent Students only)
Date: _____________
WARNING: If you purposely give
false or misleading information on
this worksheet, you may be fined,
sentenced to jail or both.
Directions for using the IRS Data Retrieval Tool or requesting a Tax Return Transcript
*The IRS DRT is available in the “Financial Information” section of the student’s FAFSA.
4. If you filed taxes, confirm the tax filing status is “Already
1. Go to www.FAFSA.gov and select “Login.”
Completed.”
2. Enter the student’s name, SSN and date of birth and select “Next.” 5. Answer a set of questions to determine your eligibility for using
Then select “Make FAFSA Corrections.”
the tool. (If you are eligible, a “Link To IRS” option will appear.)
3. Once you are logged in, go to the “Financial Information” section; 6. On the IRS website, after you enter and verify your information,
the fifth tab on the top.
you will need to select “Transfer Now” and return to the FAFSA.
Once the IRS data for the student and/or parent is transferred to the FAFSA, select the “Sign & Submit” tab. The FAFSA must be signed
electronically with the student’s and parent’s PINs and re-submitted for processing.
**To obtain a 2013 IRS Tax Return Transcript online:
1. Go to http://www.irs.gov/Individuals/Get-Transcript and click on
the “Get Transcript ONLINE” link.
2. Create an account and follow the prompts.
3. You will be asked your reasoning for requesting a transcript.
You can indicate “Higher Education/Student Aid.”
4. Please select “2013” under the Return Transcript section.
Please submit the transcript(s) to our office. It can be faxed to 414-277-6952 or emailed as a PDF to [email protected]
You can also order a transcript by phone at 1-800-908-9946. Make sure to request the “IRS Tax Return Transcript” and not the “IRS Tax
Account Transcript.” Lastly, you can mail a request by completing an IRS 4506-T form. If you have any trouble with this process, feel free to
call MSOE’s Financial Aid Office for help.
Milwaukee School of Engineering  1025 North Broadway  Milwaukee, WI 53202-3109  (800) 778-7223  Fax: (414) 277-6952  www.msoe.edu  [email protected]

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