1213 UIW VerifWS Independent (Read-Only) - University of the ...

2012-2013Verification WorksheetIndependent StudentUniversity of the Incarnate WordOffice of Financial Assistance4301 Broadway CPO# 308San Antonio, Texas 78209Phone: (210) 829-6008Fax: (210) 283-5053www.uiw.edu/finaidfinaid@uiwtx.eduYour 2012-2013 FAFSA was selected for review in a processcalled verification. The law says that before awarding Federalstudent aid, we may ask you to confirm the information you reportedon your FAFSA. To verify that you provided correct information,the Office of Financial Assistance (OFA) will compareyour FAFSA with the information on this worksheet and with anyother required documents. If there are differences, your FAFSAinformation may need to be corrected.You must complete and sign this worksheet, attach any requireddocuments, and submit the form and other required documents tothe financial aid office. Our office may ask for additional documentation.If you have questions about verification, contact ouroffice so that your financial aid will not be delayed.What You Need To Do1. Complete and SIGN this worksheet.2. Collect SIGNED copies of your and your spouse’s (if married) 2011tax documents.Student’s 2011 Federal Tax Return TRANSCRIPT,Schedule C, and/or Schedule K-1Spouse’s (if married and if you filed separately) 2011Federal Tax Return TRANSCRIPT, Schedule C, and/orSchedule K-1(Read the entire worksheet thoroughly for additional details)3. Submit this worksheet and required documents to the Office ofFinancial Assistance by fax, email, or in person.A. Student Information_________________________________________________ _________________________________________Last Name First Name M.I. Student ID or Social Security Number_________________________________________________Address_________________________________________Date of Birth_________________________________________________ _________________________________________City State Zip Phone Number (include area code)B. Family InformationList the people in your household including: Yourself Your spouse, if you are married. Your children, if any, if you will provide more than half of their support from July 1, 2012 through June 30, 2013, or if the child wouldbe required to provide your information if they were completing a FAFSA for 2012-2013. Include children who meet either of thesestandards, even if they do not live with you. Other people ONLY if they now live with you and you provide and will continue to provide more than half of their support throughJune 30, 2013Include the name of the college for any household member who will be enrolled at least half time, in a degree, diploma, or certificate programat a postsecondary educational institution any time between July 1, 2012 and June 30, 2013. (If more space is needed, attach aseparate page with the student’s name, age, and school attending at the top.)Full Name Age Relationship College/UniversityMarty Jones (example) 28 Wife Central UniversitySELFUIWWill be Enrolled at leastHalf-Time (6hrs)Yes

C. Student Tax Forms and Income Information (all applicants)Student’s Name: ____________________________________Student ID or SSN: ________________________1. Tax Return Filers—Important Note: If you or (if you are married, your spouse) filed or will file an amended 2011 Tax return,contact the Office of Financial Assistance (OFA) at UIW before completing this section.Instructions: Complete this section if you, the student, filed or will file a 2011 federal income tax return with the IRS. The best way toverify income is by using the IRS Data Retrieval Tool that is part of FAFSA on the Web. If you have not already used the tool, go towww.FAFSA.ed.gov, log into the student FAFSA record, select “Make FAFSA Corrections,” and navigate to the student financial informationsection. From there, follow the instructions to determine if you are eligible to use the tool to transfer the 2011 IRS income tax informationinto the FAFSA. It can take up to two weeks for the IRS income information to be available in order to use the Data Retrieval Toolfor electronic filers, and up to eight weeks for paper IRS filers.Check the box that applies:I have used the IRS Data Retrieval Tool to transfer my (and if married, my spouse’s) 2011 IRS income into the FAFSA, either onmy initial FAFSA or when making a correction. (The OFA will use the IRS information that was transferred in the verificationprocess.)I have not used the IRS Data Retrieval Tool to transfer my 2011 IRS income into the FAFSA but I will use the tool to transfermy (and if married, my spouse’s) 2011 income information over once I have filed my 2011 IRS tax return. (The OFA cannotcomplete the verification process until the IRS information has been transferred into the FAFSA.)I am unable or choose not to use the IRS Data Retrieval Tool to transfer my 2011 IRS income into the FAFSA but I will submit a2011 IRS Tax Return Transcript to the OFA so they can verify my information. (For information on how to order an IRS TaxReturn Transcript please see the 2011 Verification Checklist and Information form on our website. Please note that if you aremarried and your spouse filed a separate return, copies of both Tax Return Transcripts must be submitted.)Check here if a signed copy of the student’s (and if married, spouse’s) 2011 IRS Tax Return Transcript will be attachedto this worksheet.Check here if a signed copy of the student’s (and if married, spouse’s) 2011 IRS Tax Return Transcript will besubmitted later.(NOTE: Verification cannot be completed until a copy of the return transcript is submitted to the OFA.)2. Additional financial information and Untaxed income from 2011. (see question #44 from the FAFSA for reference.)Sources of Untaxed Income Amount Other Sources of Untaxed Income AmountA. Child Support Received $ C. $B. Tax-Deferred Pension payments: Use W-2 form(Box 12a-12d) codes D, E, F, G, H, and S)$ D. $3. Non-Filers– Complete this section if you (or if married, your spouse) did not and were not required to file a 2011 Federal Income TaxReturn with the IRS.Check the box that applies:I had zero income earned from work and was not required to file a tax return in 2011My spouse (if married) had zero income earned from work and was not required to file a tax return in 2011.I (and if married, my spouse) was/were employed and did work in 2011. However, I was not required to file a 2011 federal taxreturn. (List below your employer(s) and any income received in 2011. Use your (and if married, your spouse’s) 2011 W-2 formor other earnings statements and attach if available. If you earned wages from a federal work-study program please indicate“work-study”.)Name of EmployerStudent Income Amount

E. Student’s Other InformationStudent’s Name: ____________________________________Student ID or SSN: ________________________1. SNAP (Food Stamps):Check here if someone in your household (listed in section B) received benefits from the Supplemental Nutrition AssistanceProgram or SNAP (formerly known as food stamps) any time during the 2010 or 2011 calendar years. (If yes, please providedocumentation of the receipt of SNAP benefits during 2010 and/or 2011 from the agency providing the benefit. This mustinclude name(s) of those who received the benefit as well as for how long the benefits were received.)2. Child Support Paid: Complete this section if you (or your spouse, if married) paid child support in 2011.Please indicate below the name of the person who paid the child support, the name of the person to whom the child support was paid, thenames of the children for whom child support was paid, and the total yearly amount of child support that was paid in 2011 for each child. Ifasked by the OFA, I will provide documentation of the payment of child support. (If more space is needed attach a separate sheet).Name of Person Who PaidChild SupportName of Person toWhom the Child Supportwas PaidName of Child for WhomSupport was PaidTotal Amount Paidin 2011Marty Jones (example) Chris Smith Terry Jones $ 6,000.00$$$$$F. Signatures (all applicants)You MUST sign and date this form. This form will remain unprocessed until ALL of the appropriate signatures are acquired.Each person signing this form certifies all the information reported on it is complete and correct. The student is required to signand date this form. Spouse’s signatures are optional.**STOP** Do you have all of the documents you need?1. Student Tax Return Transcript (if you are not using the IRS Data Retrieval process)2. Spouse Tax Return Transcript (if you are married and if you filed separately, and you are not using the IRS DataRetrieval process)3. All signatures on Tax Transcripts4. SNAP (food stamps) documentation (if receiving benefits)5. Child support Paid documentation (other than reported above if requested by the OFA)6. Other documentation (if requested by the OFA)7. Signature(s) below_________________________________________Student Signature____________________Date_________________________________________Spouse Signature (optional)____________________DateWARNING: If you purposely give false ormisleading information on this worksheet, youmay be fined, be sentenced to jail, or both.DO NOT mail this form to the Department of Education.Submit this worksheet to the Office of Financial Assistance at UIW.It is recommended that you make a copy of this worksheet for your records.