RCGC 2014–2015 Verification Worksheet V6 Student Name: _____________________________ 2014–2015 Verification of Untaxed Income Worksheet Name: ____________________________________________________ Student I.D.# ______________________________ Address: __________________________________________________ Phone # __________________________________ Your 2014–2015 Free Application for Federal Student Aid (FAFSA) was selected for review in a process called verification. In this process, we are required by federal regulation (34 CFR, 668.51-61) to compare the information from your FASFA application with the information provided on this form and your tax information (and your spouse’s if you are married). If there are differences, your FASFA information will be corrected. You must complete and sign this worksheet, attach any required documents, and submit the form and other required documents to the Office of Financial Aid. We cannot process your financial aid until verification has been completed. Instructions: If the student, par ent(s) and/or spouse has filed a 2013 IRS income tax return(s) the Office of Financial Aid must verify the tax income. Complete this verification form and submit it to the Office of Financial Aid as soon as possible. The financial aid office cannot process your application without this information The best way to verify income is by utilizing the IRS DATA retrieval tool located within the financial section of the FAFSA via the Web at FAFSA.gov. If IRS data retrieval tool is not available, you must obtain an IRS tax transcripts) via IRS.gov. Important Note: The instr uctions above apply to each student, par ent (s) and/or spouse included in the household. Notify the Office of Financial Aid if the student, parents(s) and/or spouse filed separate IRS income tax returns for 2013. A. Household Size (List all household members as defined below) If Dependent: If Independent: The student. The student. The parents (including a stepparent and adoptive parent) even The student’s spouse, if the student is married. if the student doesn’t live with the parents. All biological parents that live in the household. Other children if the parents will provide more than half of the children’s support from July 1, 2014 through June 30, 2015. Other people if they now live with the parents and the parents provide more than half of the other people’s support and will continue to provide more than half of their support through June 30, 2015. The student’s or spouse’s children if the student or spouse will provide more than half of the children’s support from July 1, 2014 through June 30, 2015, even if the children do not live with the student. Other people if they now live with the student and the student or spouse provides more than half of the other people’s support and will continue to provide more than half of their support through June 30, 2015. Number in College: Include below information about any household member and indicate those who will be enrolled at least half time in a degree, diploma, or certificate program at an eligible postsecondary educational institution any time between July 1, 2014 and June 30, 2015, include the name of the college. Full Name of Household Member Age Relationship to student Will attend college at least half-time in 2014-2015? If yes, name of college Do not include parents EXAMPLE: the student EXAMPLE: Joyce Miller Self 48 Parent Yes [ X ] No [ ] Yes [ ] No [ X ] 1. Yes [ ] No [ ] 2. Yes [ ] No [ ] 3. Yes [ ] No [ ] 4. Yes [ ] No [ ] 5. Yes [ ] No [ ] 6. Yes [ ] No [ ] 7. Yes [ ] No [ ] RCGC *If more space is needed, provide a separate page with the student’s name and ID number at the top. 4-2014 RCGC 2014–2015 Verification Worksheet V6 Student Name: _____________________________ B. Other Untaxed Income *If any item does not apply enter “N/A” where a response is requested or enter “0” if an amount is requested . Students Parents/ Spouses Attach W–2s Attach W–2s Payments to tax deferred pension and savings plans (paid directly or withheld from earnings.) (Found on W–2 forms in Boxes 12a through 12d, codes D, E, F, G, H and S) Child support received for all children. Don’t include foster or adoption payments. $ $ $ $ $ $ $ $ Housing, food and other living allowances paid to members of the military, clergy or others. (Including cash payments and cash value benefits). Don’t include the value of on-base military housing or the value of a basic military allowance for housing. Veterans non-education benefits such as Disability, Death Pension or Dependency & Indemnity Compensation (DI) and/or VA Educational Work-Study allowances. Other untaxed income not reported, such as worker’s compensation, disability, untaxed portions of health savings accounts from IRS Form 1040 Line 25, etc. *Students Only Money received, or paid on your behalf (e.g., bills), not reported elsewhere on this form. This include money that you received from a parent whose financial information is not reported on this form and that is not part of a legal child support agreement. 529 plan that is owned by someone other than you and your parents $ C. Verification of 2013 Income Information for Non-tax Filers If you filed a 2013 federal tax return, do not complete this section. Complete this section only if student, parent(s), or spouse will not file and are not required to file a 2013 income tax return with the IRS. Check the box that applies: The student and/or spouse were not employed and had no income earned from work in 2013. The parent(s) were not employed and had no income earned from work in 2013. List below the names of non-tax filers, names of all employers, the amount earned from each employer in 2013 and whether an IRS W-2 form is provided. PROVIDE COPIES OF ALL 2013 IRS W–2 FORMS ISSUED TO HOUSEHOLD MEMBERS LISTED BELOW BY THEIR EMPLOYERS. Name of Household Member Employer’s Name 2013 Amount Earned IRS W–2 Provided? John Doe Suzy’s Auto Body Shop (example) $2,000.00 Yes 4-2014 RCGC 2014–2015 Verification Worksheet V6 Student Name: _____________________________ Notes Instructions for Printing an IRS Tax Return Transcript To print a 2013 IRS Tax Return Transcript, go to IRS.gov and click on the Get Transcript of your Tax Records link. If obtaining your transcript online, you will need to make an account with the IRS. They will need personal information including, but not limited to: social security number, street address and date of birth. They will also ask you to create security questions and to verify your identity. After opening the PDF, you may print your Tax Return Transcript. Please ensure that if you are using a pop-up blocker on your browser that it is turned off for this website. Individuals Granted a Filing Extension by the IRS If an individual is required to file a 2013 IRS income tax return and has been granted a filing extension by the IRS, provide the following documents: A copy of IRS Form 4868, “Application for Automatic Extension of Time to File U.S. Individual Income Tax Return,” that was filed with the IRS for tax year 2013. A copy of the IRS’s approval of an extension beyond the automatic six-month extension if the individual requested an additional extension of the filing time for tax year 2013. Also Required A copy of IRS Form W–2 for each source of employment income received for tax year 2013 and, if self-employed, a signed statement certifying the amount of the individual’s Adjusted Gross Income (AGI) and the U.S. income tax paid for tax year 2013. Individuals Who Filed an Amended IRS Income Tax Return If an individual filed an amended IRS income tax return for tax year 2013, provide both of the following: A signed copy of the original 2013 IRS income tax return that was filed with the IRS or a 2013 IRS Tax Return Transcript or the 2013 tax year . A signed copy of the 2013 IRS Form 1040X, “Amended U.S. Individual Income Tax Return,” that was filed with the IRS. Individuals Who Were Victims of IRS Identity Theft A victim of IRS identity theft who is not able to obtain a 2013 IRS Tax Return Transcript or use the IRS Data Retrieval Tool must contact the IRS at 1-800-908-4490. Upon authentication of the tax filer’s identity, the IRS will provide, by U.S. Postal Service, a printout of the tax filer’s 2013 IRS income tax return information. Individuals Who Filed Non-IRS Income Tax Returns An individual filed or will file a 2013 income tax return with Puerto Rico, another U.S. territory (e.g., Guam, American Samoa, the U.S. Virgin Islands, the Northern Marianas Islands), or with a foreign country, must provide a signed copy of that 2013 income tax return(s). Each person signing below certifies that all of the information reported is complete and correct. Independent Students: The student must sign and date. Dependent Students: The student and one parent whose information was reported on the FAFSA must sign and date. Student’s Signature Date Parent’s Signature (dependent students only) Date WARNING: If you purposely give false or information you may be fined, be sentenced to jail, or both. Return completed and signed form to: Rowan College at Gloucester County Office of Financial Aid 1400 Tanyard Road Sewell, NJ 08080 4-2014
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