How to Complete Federal Student Aid Verification

July 6, 2012

Financial aid isn't always simple. In some cases, you may be selected for verification, and chances are if you're reading this, you already were notified to send certain verification forms. This is normally because a school needs more information about your taxes or there were errors in your Student Aid Report (SAR) that need to be corrected. Securing financial aid is one of the most important steps for any student. You never want to ignore a financial aid verification worksheet because it may mean that you won't get any aid if you don't send in the necessary information. In other cases, you may want to talk to a financial aid advisor at your school.

Figuring Out the Form

Most verification worksheets come with a description of why you're receiving a verification notice. Usually, it's so that you can supply more tax records and information. The documents that you need will be listed on the notice, as well as a time limit and where you need to submit the documents. It's best if you gather all of the documents being requested, make copies and send immediately or hand deliver if nearby. Most of the time, you'll need W-2 forms and other tax information to verify income and assets.

Completing the Worksheet

In addition, schools will include other information missing from your SAR that you'll need to fill in. You can start by verifying the student information and also your address, social security number and date of birth. You may need to submit identification proof such as a driver's license copy or copy of your license tag. You also may have to supply the same information to verify your parents' identities.

Fixing Your Tax Status

You should look online at your saved FAFSA to see what you originally listed as your income and tax information. You'll need to fill in this section for the worksheet and also attach verifying W-2 and tax return forms. You also can check if you are not required to file a tax return. In addition, you can list any other sources of untaxed income, such as child support, social security benefits or welfare. Then, fill in tax information for your parents. Double check with your original FAFSA to see what you originally wrote and include a copy of their W-2 in the worksheet. Sign the worksheet to complete.

Mail the Worksheet

At this point, you need to staple all of the verification documents together, with the worksheet in front, followed by your tax information verification and then your parents. You can mail these through the post office with a tracking number and signature delivery, or you can hand deliver to your financial aid office.

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