Completing the Verification Requirements

Verification Requirements

Certain applicants may be selected for verification by the federal processor. If selected, the College is required to verify certain data elements reported on the Free Application for Federal Student Aid (FAFSA). Financial aid applications cannot be finalized until all requested documentation is supplied. Verification forms must be completed by students who are selected for the verification process.

Income Verification

The IRS anticipates the Data Retrieval Tool (DRT) will be unavailable on the FAFSA website until October 2017; however, the outage should not limit families’ ability to apply for Federal Student Aid or completion of the verification process. Applicants filling out the FAFSA can manually provide the requested financial information from copies of their tax returns. The online FAFSA application remains operational, and applicants can continue filing the FAFSA as they normally would. If verification of your income is required, please follow the instructions below.

If you and/or your parents did not use the IRS Data Retrieval Tool when completing your FAFSA and are selected for verification, the US Department of Education requires our office to collect a signed copy of your Federal IRS 1040 tax returns. Please note: parents who are married but filing separately must submit copies of tax returns for both parents. If a copy of the 1040 is not available, please request a tax transcript directly from the IRS by following the instructions below.

Transcripts

Transcripts may be requested by phone, online, by mail, or in person at the IRS Office in Fitchburg or Worcester. Please make sure you request a Tax Transcript, our office cannot verify your financial aid award without one. Do not request a Tax Account Transcript or Record of Account because they cannot be used for financial aid verification purposes.

To obtain a tax return transcript online please follow these steps:

Online Request

  • Visit Get Transcript on the IRS site.
  • Select either the Get Transcript ONLINE button or the Get Transcript by MAIL button. Both options provide the same results, but the ONLINE option is immediate.
  • Get Transcript ONLINE
    • Click the Get Started button and complete the requested steps or sign in with existing credentials.
    • On the Request Transcript page, select the “Higher Education/Student Aid” option and click on the Return Transcript for the tax year requested.
    • Print the Tax Return Transcript and deliver it to the Financial Aid office.
  • Get Transcript by MAIL
    • Enter the requested information and click Continue.
    • Select “Return Transcript” for the Type of Transcript, select the tax year requested for Tax Year, and click Continue.
    • If successfully validated, tax filers can expect to receive a paper IRS Tax Return Transcript at the address on file with the IRS within 5 to 10 business days. IRS Tax Return Transcripts cannot be sent to an address other than the one on file with the IRS.
    • Once received, deliver the Tax Return Transcript to the Financial Aid office.

Telephone Request

  • Call the IRS at 1-800-908-9946.
  • Tax filers must follow prompts to enter the primary tax filer’s social security number and the numbers in their street address. Generally, this will be numbers of the street address that were listed on the latest tax return filed. However, if an address change has been completed either through the IRS or the US Postal Service, the IRS may have the updated address on file. For a joint tax return, use the primary tax filer’s social security number, date of birth, street address, and zip or postal code.
  • Select “Option 2” to request an IRS Tax Return Transcript and then enter the tax year requested.
  • If successfully validated, tax filers can expect to receive a paper IRS Tax Return Transcript at the address on file with the IRS within 5 to 10 business days. IRS Tax Return Transcripts cannot be sent to an address other than the one on file with the IRS.
  • Once received, deliver the Tax Return Transcript to the Office of Financial Aid.