Some students, upon completing the Free Application for Federal Student Aid (FAFSA), are selected for a review process called verification. Verification helps the school to confirm that the information filed on the FAFSA matches the income taxes filed in the prior year with the IRS and to verify the following:
- Household size
- Number in college
- Untaxed income
- Child support paid
If your FAFSA has been selected for verification, you will be notified of this on your Student Aid Report (SAR), from the Central Processor, and by your school of choice.
Link IRS Information to FAFSA
If you link your tax information from the IRS directly to the FAFSA, thereby ensuring the figures are accurate, and if no changes are made to the imported information, the requirement to supply tax information to the University will be waived.
However, if you are unable to link your IRS data to the FAFSA (you filed taxes as “married filing separately,” “head of household,” or some other reason) or you adjust the data that is imported, you will be required to obtain a “TAX TRANSCRIPT” directly from the IRS. We will not accept copies of your individual returns from your tax preparer or accounting software.
Watch the YouTube tutorial to learn how to link your taxes prior to attempting this update on the FAFSA.
Further, if you file the FAFSA prior to filing your taxes with the IRS (the PHEAA State Grant deadline is May 1), you may file stating that you “will file” your taxes and use estimated income figures. HOWEVER, it will be your responsibility to update the FAFSA once your taxes are filed. If you wish to link with the IRS, please wait until your refund has been received (or debt paid) to import your IRS data to the FAFSA. This will ensure the IRS has processed your return in order for it to be imported to the FAFSA.
Failure to comply with verification will result in no federal or state aid being funded to you.
Child Support & Welfare Benefits
If you pay child support to a child not living in your household, you have 2 options:
- You can count
the child as a member of your household, but you may not count the child
- You can count the child support paid, but you
may not count the child as a member of your household. Be prepared to show
proof of payments to the Financial Aid office for verification purposes.
Please supply any and all documents requested in a timely manner.
There will be late payment penalties if you wait
until after bills are available OR until the first day of class.
If your FAFSA claims that you receive some type of welfare benefit, be prepared to show proof of that claim to the Financial Aid office.
Why Can't I Link My Taxes to the IRS?
- Parents with all zeroes for SSN
- Students using an 888 identifier in place of an SSN (Pacific Islanders)
- Students or parents with a marital status date of January 1, 2012 or later
- Students or parents who indicates they have not already filed a tax return or will not file a tax return in response to the “For 2012, have [you, your parent] completed [your, their] IRS income tax return or another tax return?” FAFSA question
- Students or parents who filed an amended federal tax return for 2012 (the IRS database used for this process contains only original IRS information, not information from amended returns)
- Students or parents with a marital status of Married whose 2012 federal tax filing status was “married filing separately” or “head of household”
- Students or parents who filed a foreign (or Puerto Rican) tax return
- Students or parents who has not paid their taxes owed or received any refund due. You must pay your tax debt in order for your return to be 100% processed by the IRS.
How to Order Tax Return Transcripts
- Left hand side “Order a Tax Return or Account Transcript”
- “Order a Transcript”
- Enter personal information – continue
- Select “Return Transcript” under Type of Transcript field
- Select the correct tax year (2012)
- Follow prompts and input information as requested
- Select “Option 2” to request a Tax Return Transcript
- Enter the correct tax year (2012)
- Confirmation will be given once the process is complete
Mail/Paper Form: www.irs.gov/pub/irs-pdf/f4506tez.pdf
- Complete lines 1-4 using instruction on page 2 of the form
- Line 5 allows for direct mailing of transcript to third party (school)
- Select the appropriate year on line 6 (2012)
- Tax filer must sign and date the form (only one signature required for joint filers)
- Mail or fax the form using the information on page 2
If you think the information contained or captured on the FAFSA at the time of submitting does not accurately reflect your current ability to pay, please contact Rachel Richards in the Shippensburg University Financial Aid office at (717) 477-1131 to discuss any potential changes to the FAFSA.
Additional information or documentation may be requested at the discretion of the verification officer. You must comply with all requests in order to receive aid.