2014-2015 Independent Verification Worksheet

AACC Financial Aid Office
2014-2015 Verification Worksheet
Your application was selected for a federal review process called Verification. Our office must review the accuracy of the
data listed on your Free Application for Federal Student Aid (FAFSA).
Please carefully complete this form and attach all requested documents. No further processing can be done until
all documentation is provided.
A. Student Data
Last Name
First Name
Address (include apt. #)
Date of Birth
Zip Code
Phone Number (include area code)
E-mail Address
B. Financial Household Data
Student Marital Status:
Student ID Number (required)
Married, but separated
Please report the month and year you were married, remarried, separated, divorced or widowed
List the people living in your financial household. Include:
1. Yourself and your spouse, if you are married.
2. Your children, if you will provide more than half of their support from July 1, 2014, through June 30, 2015, or if the
child would be required to provide your information if they were completing a FAFSA for 2014–2015. Include children
who meet either of these standards, even if they do not live with you.
3. Other people if they now live with you and you provide more than half of their support and will continue to provide
more than half of their support through June 30, 2015.
Full Name
Date of Birth
College Name of household members
who are seeking a college degree or
certificate and who are attending college
at least half-time between
July 1, 2014 and June 30, 2015
Anne Arundel C. C.
C. Income Tax Data for 2013 Tax Filers
If you use the IRS Database match tool on your 2014-2015 FAFSA, you might not need to submit 2013 Federal Tax Return
Transcript(s). Please check your MyAACC account, Self Services tab, Financial Aid, under the Requested Financial Aid
Documents menu, to see if you need to submit them.
 If you were required to file a tax return but have not filed it yet, you must file and submit a 2013 tax return transcript with
this form.
 If you are married but separated and filed a joint tax return, you must submit student and spouse W-2 forms with your
2013 tax return transcript.
I did not file taxes for 2013.
I am attaching a copy of my 2013 Federal Tax Return Transcript.
My spouse did not file taxes for 2013.
I have participated in the IRS match.
I am attaching a copy of my spouse’s 2013 Federal Tax Return Transcript.
If you and/or your spouse filed an amended return, you are signed copies of both the original 2013 tax return and the IRS
Form 1040X that were filed with the IRS and a tax return transcript.
D. Earnings Data for Non-tax Filers
If you did NOT file a 2013 tax return, please complete this section and attach copies of your 2013 W-2 forms. Enter your total
earnings for 2013. If you had no income earned from work, please enter “0.”
Student Earnings
Name of Employer
Spouse Earnings
Name of Employer
E. Other Income and Benefits
What were your main sources of financial support during 2013? (Please check all that apply.)
Income from work
Student Financial Aid
Legal Settlement
Lived in Subsidized Housing
Child Support/Alimony
Medical Assistance
Assistance from friends or relatives
Please explain how you and/or your family were financially supported in 2013?
Annual Amounts
For each item, please report the total yearly amount received during 2013. If none, enter “0”
Veterans non-education benefits such as Disability, Death Pension, or Dependency &
Indemnity Compensation (DIC) and/or VA Educational Work/Study allowances
Other untaxed income or benefits not reported such as Worker’s Compensation, disability, etc. Do
NOT include student aid, earned income credit, child tax credit, welfare payments, untaxed Social
Security benefits, Workforce Investment Act educational benefits, on-base housing or BAH, combat
pay or 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.
Taxable earnings from Federal Work Study or other need-based work programs
Military Combat pay or special combat pay listed on your W2 form on box 12 with code Q. Please
attach a copy of your W2.
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 forms in Boxes 12a-12d, codes D, E,F,G,H
and S.
Child support RECEIVED for children listed in section B. Do not include foster care or adoption
Members of the U.S. Military, please report your annual food allowance benefits (BAS).
Do NOT report your military housing benefits (BAH or BAQ).
Housing, food, and other living allowances paid to clergy and other non-military employees
H. Certification Statement
By signing this worksheet, I certify that all the information reported on this worksheet is complete and correct. I
understand that if I purposely give false or misleading information on this form, I may be fined, sentenced to jail, or both.
Student's Signature: _______________________________________________________
Return all forms and documents to:
Financial Aid Office
Anne Arundel Community College
101 College Parkway
Arnold, MD 21012
Date: ________________
Fax #: 410-777-4019
Anne Arundel Community College
Financial Aid Office
101 College Parkway Arnold, MD 21012-1895
way Arnold, MD 21012-1895
Web Site: www.aacc.edu/aid
E-mail: [email protected]
Telephone: 410-777-2203
Fax: 410-777-4019
Using the IRS Data Retrieval Information
All students who are eligible must use the IRS Data Retrieval Tool when filling out their FAFSA. If
you did not use the IRS match when completing your FAFSA, you must go back and use it to
make corrections to your FAFSA data by drawing down the information from the IRS. You need
your FAFSA PIN to complete this. If you have not used the IRS Retrieval tool, go to www.
fafsa.gov, log in to your FAFSA record, select “Make FAFSA Corrections,” and navigate to
the Financial Information section of the form. From there, follow the instructions to
determine if you are eligible to use the IRS Data Retrieval Tool to transfer the IRS income tax
information into your FAFSA. Using the IRS match could simplify and expedite the verification
process. Do not make changes to the tax information once the “transfer” has taken place.
Electronically-filed tax return information will be available online from the IRS site in 1-2
weeks after the return has been filed.
Data from paper taxes will be available in 6-8 weeks.
Who should not use the IRS Data Retrieval?
Parents with all zeros for Social Security numbers
Students using an 888 identifier in place of a Social Security number
Any student or parent with a marital status date later than the first of the year
Any student or parent who indicates they have not yet filed, or will not file, a tax return
Parents with a tax status of “married filing separately”
Students or parents who filed an amended tax return
Verification Processing
Counselors must resolve any conflicting data and update FAFSA data as required before we can
finalize a student's eligibility for Federal financial aid funds. Aid awards may need to be adjusted
if there are differences between the data reported on the FAFSA and that reported on your
tax transcripts and verification worksheet.
A file can be selected for verification at any time. Any transaction with the Federal Processor can
trigger information to change. We evaluate the files during the whole school year. Awards can be
adjusted at any time. If you have already been paid and you are selected for verification, your
money may be pulled back until verification is complete. Failure to participate may cause your
financial aid to be cancelled. At peak processing, in the summer months, a verification review can
take as long as 6 weeks.
Requesting a Tax Return Transcript from the IRS
If you cannot, or will not, participate in using the IRS Data Retrieval Tool, be prepared to submit a
2013 tax return transcript to our office. Please call 1-800-908-9946 to receive one or request one
online at www.irs.gov. We cannot accept state returns, e-files, or account summaries. We can not
accept IRS Form 1040, 1040A or 1040EZ.
Verification Checklist
□ Make sure the Verification Worksheet has all required signatures.
□ Make sure all pages are identified with your student ID number.
□ List all household members who meet both of the following criteria:
They currently live with you and will continue to live with you through June, 2015.
You provide 50% or more of their financial support and will continue to provide their
financial support through June 2015.
If you fax documents, make sure you fax both sides of all double-sided forms.
Enter “0” if an amount does not apply to your household.
Carefully complete all sections of the form.
To confirm receipt of your documents, check your status on MyAACC.
 Login to http://myaacc.aacc.edu
 Choose the “Self Services” tab
 Choose “Students” or “New Students”
 Under the “Financial Aid” section, choose “Requested Financial Aid Documents”
IRS Form 1040: Total of lines 28+32 or 1040A: line 17
Form 1040 or 1040A Line 8b
1040 (15a - 15b) + (16a - 16b) or
1040A (11a -11b) + (12a - 12b)
Education credits from IRS Form 1040: line 49 or 1040A: line 31
First Time Homebuyer credit from IRS Form 1040: line 67
PROCESSING NOTES: ____________________________________________________________
Notice of Nondiscrimination: AACC is an equal opportunity, affirmative action, Title IX, ADA
Title 504 compliant institution. Call Disability Support Services, 410-777-2306 or Maryland Relay
711, 72 hours in advance to request most accommodations. Requests for sign language interpreters,
alternative format books or assistive technology require 30 days’ notice. For information on
AACC’s compliance and complaints concerning discrimination or harassment, contact Kelly
Koermer, J.D., federal compliance officer, at 410-777-2607 or Maryland Relay 711.