- Verification Worksheet
Dependent Student

Your form contains errors. Please review the form and correct any errors!  

Your - Free Application for Federal Student Aid (FAFSA) was selected for review in a process called verification. The law says that before awarding Federal Student Aid, we may ask you to confirm the information you and your parents reported on your FAFSA. To verify that you provided correct information the financial aid administrator at your school will compare your FAFSA with the information on this worksheet and with any other required documents. If there are differences, your FAFSA information may need to be corrected. You and at least one parent must complete and sign this worksheet, attach any required documents, and submit the form and other required documents to the financial aid administrator at your school. Your school may ask for additional information. If you have questions about verification, contact your financial aid administrator as soon as possible so that your financial aid will not be delayed.

How to complete the form successfully:

  1. Complete the student information section.
  2. Scroll down and complete the demographic information tab. Please use a valid e-mail address for the form. The University of Utah has partnered with DocuSign in order to allow you to electronically sign your verification worksheet. You will receive an email from DocuSign once the form is ready to be signed. If you do not want to electronically sign the form, please contact our office for a paper copy.
  3. Use the next button and complete the household information tab.
  4. Use the next button and complete the student income information tab.
  5. Use the next button and complete the parent income information tab.
  6. Click the submit button to submit the information. If you need to change any information, click the edit button.

Student Information

Demographic Information

Household Information

Indicate the parents' marital status.
 

List below the people in your parent(s) household. Include:
  • The student
  • The parents (including a stepparent) even if the student doesn't live with the parents.
  • The parents’ other children if the parents will provide more than half of the children’s support from July 1, , through June 30, , or if the other children would be required to provide parental information if they were completing a FAFSA for -. Include children who meet either of these standards even if the children do not live with the parents.
  • Other people if they now live with the parents and the parents provide more than half of the other person's support, and will continue to provide more than half of that person's support through June 30, .
 Note: We may require additional documentation if we have reason to believe that the information regarding the household members enrolled in eligible postsecondary educational institutions is inaccurate.

Student Income Information

Did the student file a  income tax return with the IRS?

Important Note: The instructions below apply to the student.

Instructions: Complete this section if the student filed or will file a  IRS income tax return(s). The best way to verify income is by using the IRS Data Retrieval Tool (IRS DRT) that is part of FAFSA on the Web at FAFSA.gov. In most cases, no further documentation is needed to verify  income information that was transferred into the student’s FAFSA using the IRS DRT if that information was not changed by the FAFSA filer.

Check the box that applies:

 A  IRS Tax Return Transcript may be obtained through:

  • Get Transcript ONLINE - Go to www.IRS.gov, under the Tools heading on the IRS homepage, click "Get a Tax Transcript." Click "Get Transcript ONLINE." Make sure to request the "IRS Tax Return Transcript" and NOT the "IRS Tax Account Transcript."
  • Get Transcript by MAIL - Go to www.IRS.gov, under the Tools heading on the IRS homepage, click "Get a Tax Transcript." Click "Get Transcript by MAIL." Make sure to request the "IRS Tax Return Transcript" and NOT the "IRS Tax Account Transcript."
  • Automated Telephone Request - 1-800-908-9946
  • Paper Request Form - IRS Form 4506T-EZ or IRS Form 4506-T

In most cases, for electronic tax return filers,  IRS income tax return information is available for the IRS DRT or the IRS Tax Return Transcript within 2-3 weeks after the  electronic IRS income tax return has been accepted by the IRS. Generally, for filers of  paper IRS income tax returns, the  IRS income tax return information is available for the IRS DRT or the IRS Tax Return Transcript within 6-8 weeks after the  paper IRS income tax return has been received by the IRS. Contact the financial aid office if more information is needed about using the IRS DRT or obtaining an IRS Tax Return Transcript.

Please do not send any Tax related forms to our office or the University via email. We are unable to accept tax documents sent through email. You may mail, fax or bring the documents to our office.

The instructions below apply to the student. Complete this section if the student will not file and is not required to file a  income tax return with the IRS.

 Additional documentation will be required for those who did not file taxes. Please complete a - Dependent Student Non-Filer statement at http://financialaid.utah.edu/forms/

Parent Income Information

Did any parent file a  income tax return with the IRS?

Important Note: The instructions below apply to each parent included in the household. Notify the financial aid office if the parents filed separate IRS income tax returns for  or had a change in marital status after December 31, .

Instructions: Complete this section if the parents filed or will file a  IRS income tax return(s). The best way to verify income is by using the IRS Data Retrieval Tool (IRS DRT) that is part of FAFSA on the Web at FAFSA.gov. In most cases, no further documentation is needed to verify  income information that was transferred into the student’s FAFSA using the IRS DRT if that information was not changed by the FAFSA filer.

Check the box that applies:

 A  IRS Tax Return Transcript may be obtained through:

  • Get Transcript ONLINE - Go to www.IRS.gov, under the Tools heading on the IRS homepage, click "Get a Tax Transcript." Click "Get Transcript ONLINE." Make sure to request the "IRS Tax Return Transcript" and NOT the "IRS Tax Account Transcript."
  • Get Transcript by MAIL - Go to www.IRS.gov, under the Tools heading on the IRS homepage, click "Get a Tax Transcript." Click "Get Transcript by MAIL." Make sure to request the "IRS Tax Return Transcript" and NOT the "IRS Tax Account Transcript."
  • Automated Telephone Request - 1-800-908-9946
  • Paper Request Form - IRS Form 4506T-EZ or IRS Form 4506-T

In most cases, for electronic tax return filers,  IRS income tax return information is available for the IRS DRT or the IRS Tax Return Transcript within 2-3 weeks after the  electronic IRS income tax return has been accepted by the IRS. Generally, for filers of  paper IRS income tax returns, the  IRS income tax return information is available for the IRS DRT or the IRS Tax Return Transcript within 6-8 weeks after the  paper IRS income tax return has been received by the IRS. Contact the financial aid office if more information is needed about using the IRS DRT or obtaining an IRS Tax Return Transcript.

If the parents filed separate  IRS income tax returns, the IRS DRT cannot be used and the  IRS Tax Return Transcript(s) must be provided for each

Please do not send any Tax related forms to our office or the University via email. We are unable to accept tax documents sent through email. You may mail, fax or bring the documents to our office.

The instructions and certifications below apply to each parent included in the household. Complete this section if the parents will not file and are not required to file a  income tax return with the IRS.

 Additional documentation will be required for those who did not file taxes. Please complete a - parent/spouse non-filer statement at http://financialaid.utah.edu/forms/
WARNING: If you purposely give false or misleading information on this worksheet, you may be fined, be sentenced to jail, or both.

By submitting this electronic form, I certify all of the information reported is complete and correct.

Signature

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Last Updated: 4/19/22