East Carolina University
Office of Student Financial Aid
DEPENDENT
2015-2016 Verification Instructions
Your application was selected for review in a process called “Verification.” Verification is mandated by the U.S. Department of Education
and requires schools to gather additional documentation to check the accuracy of information submitted on the FAFSA.
To facilitate this process, you are required to complete and submit a signed 2015-2016 Dependent Student Verification Worksheet, (see
below) and certain other forms of income documentation to the Financial Aid Office.
The income tax documents that we accept are based on policy put forth by the U.S. Department of Education. We can only accept as
documentation of tax information either:


A 2014 IRS Tax Return Transcript (we cannot accept a copy of your tax return)
OR
An updated FAFSA using the IRS Data Retrieval Tool
If you did not use the IRS Data Retrieval Tool when completing the FAFSA, we encourage you to go back to www.fafsa.gov and
update your tax information via the Retrieval Tool option. Using this option is significantly faster than requesting a tax return
transcript from the IRS.
To Obtain a Tax Return Transcript from the IRS
If you are unable to use the IRS Data Retrieval Tool, please request a 2014 IRS Tax Return Transcript as quickly as possible. There are a
number of ways to request a transcript from the IRS:
1.
Go to www.irs.gov/transcript
a. Select ‘Get Transcript Online’
b. Create an account by providing name, email, address, SSN of person listed on the 2013 IRS Income Tax Return, and
answering some security questions.
c. Select ‘Higher Education/Student Aid’ as the reason you are requesting a transcript.
d. Select and print PDF copy of the ‘IRS Tax Return Transcript’ for Tax Year ‘2014’. ‘Do not select the ‘Account
Transcript’.
2. IRS2Go App –
Apple Online Store at https://itunes.apple.com/us/app/irs2go/id414113282?mt=8
Google Play at https://play.google.com/store/apps/details?id=gov.irs 3. Call the IRS at 1-800-908-9946
4. Complete IRS Form 4506T-EZ available at www.ecu.edu/financial. Go to ‘Applying for Aid’, then ‘Forms & Publications’, then select
2015-2016 award year
** If the parents/marital partners filed separate 2014 IRS income tax returns, 2014 IRS Tax Return Transcripts must be provided for each.
Individuals Who Were Victims of Tax Administration Identity Theft
A victim of tax administration identity theft who is not able to obtain a 2014 IRS Tax Return Transcript or use the IRS DRT 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 2014 IRS income tax return information.
Individuals Who Filed Amended IRS Income Tax Return
If an individual filed an amended IRS income tax return for tax year 2014, provide both of the following:
1. A signed copy of the original 2014 IRS income tax return that was filed with the IRS or a 2014 IRS Tax Return Transcript (signature
not required); AND
2. A signed copy of the 2014 IRS Form 1040X, “Amended U.S. Individual Income Tax Return,” that was filed with the IRS.
Individuals Who Filed Non-IRS Income Tax Returns
If an individual filed or will file a 2014 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, provide a signed copy of that 2014 income tax return(s).
Do not have transcripts sent directly to ECU Financial Aid. You must add the students name and ECU Banner ID before
sending it to our office.
East Carolina University
Office of Student Financial Aid
DEPENDENT
2015-2016 Verification Worksheet
What you should do:
Your application was selected for review in a process
called “Verification.” Verification is mandated by the U.S.
Department of Education and requires schools to gather
additional documentation to check the accuracy of
information submitted on the FAFSA.
1.
2.
3.
The documents that we accept are based on policy put
forth by the U.S. Department of Education. We will only
accept as documentation of tax information either:
1. An IRS Tax Return Transcript or
2. An updated FAFSA using the IRS Data Retrieval
Tool.
To Obtain a Tax Return Transcript from the IRS
1.
2.
3.
If you did not use the IRS Data Retrieval Tool when
completing the FAFSA, we encourage you to go back to
www.fafsa.gov and update your tax information via the
Retrieval Tool option. Using this option will be
significantly faster than requesting a tax return
transcript from the IRS.
Update your FAFSA by using the IRS Data Retrieval Tool
OR Collect your and your parent(s)’ financial documents
(IRS Tax Return Transcript, W-2 forms, etc.).
Complete and sign this worksheet.
Submit the completed worksheet, tax forms, and any other
documents your school requests to your financial aid
administrator.
Go to www.irs.gov/transcript. Order a Return Transcript.
Call the IRS at 1-800-908-9946
Complete IRS Form 4506T-EZ available at
www.ecu.edu/financial
Important Note: If you filed, or will file an amended
2014 IRS tax return, you must submit BOTH:
1. A signed copy of the original 2014 IRS tax return or an
2014 IRS Tax Return Transcript AND 2.
Please complete all sections of this worksheet.
A signed copy of the 1040X Amended Income Tax
Return that was filed with the IRS, to your financial aid
administrator.
A. DEPENDENT STUDENT INFORMATION
____________________________________________________________________________________________________________
Last Name
First Name
M.I.
ECU Banner ID Number
________________________________________________________________________________________________
Permanent Address
Street & Number
City/State/Zip
Date of Birth
________________________________________________________________________________________________
Cell Phone Number (Include Area Code)
Permanent Phone Number (Include Area Code)
B. DEPENDENT STUDENT’S FAMILY INFORMATION
List the people in your parent(s)’ household, including:
 Yourself
 Your parent(s) (including step-parents and/or both legal (biological or adoptive) parents if they live together, regardless of
the marital status or the gender of the parents).
 Your parent(s) other dependent children if a) your parent(s) will provide more than half of their support from
July 1, 2015 through June 30, 2016, or b) the children would be required to provide parental information when applying
for Federal Student Aid.
 Other people only if they now live in your parents household and your parents provide more than half of their support
and will continue to do so from July 1, 2015 through June 30, 2016.
You must complete each column for every household member listed:
Full Name
Age
Relationship
to Student
Name of College/Degree Program
(If at least half-time during 2015-2016)
(Exclude parents)
SELF
East Carolina University
C. DEPENDENT STUDENT’S 2014 INCOME INFORMATION
Choose YES or NO:
_____YES, the student has filed or will be required to file a 2014 IRS Income Tax Return. Check one box below:
The student has used the IRS Data Retrieval Tool in FAFSA on the Web to transfer 2014 IRS income tax return
information to the FAFSA without making subsequent changes.
The student did not use the IRS Data Retrieval Tool in FAFSA on the Web, OR made subsequent changes to IRS data.
Student must submit a 2014 IRS Tax Return Transcript - (not a copy of IRS Tax Return filed).
_____ NO, the student has not and is not required to file a 2014 IRS Income Tax Return. Check one box below:
The student was not employed and had no income earned from work in 2014. The student was employed in 2014. List below the names of all employers, the amount earned from each employer in
2014 and provide copies of ALL 2014 IRS W-2 forms issued by employer. List every employer and amounts earned
even if the employer did not issue an IRS W-2 form; examples include: babysitting, yard work, dog walking, etc.
Source of Income/Employer’s Name
Suzy’s Auto Body Shop (example)
2014 Amount Earned
$2,000.00(example)
2014 IRS W-2 Attached?
Yes(example)
If you did not keep a copy of your W-2, please contact your employer
D. PARENT’S 2014 INCOME INFORMATION ‐ Note: If two parents were reported in Section B of this worksheet,
the certifications below refer and apply to both parents.
Choose YES or NO:
_____YES, the parent(s) has filed or will be required to file a 2014 IRS Income Tax Return. Check one box below:
The parent (s) has used the IRS Data Retrieval Tool in FAFSA on the Web to transfer 2014 IRS income tax return
information to the FAFSA without making subsequent changes.
The parent(s) did not use the IRS Data Retrieval Tool in FAFSA on the Web, OR made subsequent changes to
IRS data. Parent(s) must submit a 2014 IRS Tax Return Transcript - (not a copy of IRS Tax Return filed).
_____ NO, the parent(s) has not and is not required to file a 2014 IRS Income Tax Return. Check one box below:
Both parents were not employed and had no income earned from work in 2014.
One or both parents were employed in 2014. List below the names of all employers, the amount earned from each
employer and provide copies of ALL 2014 IRS W-2 forms issued by employer. List every employer and amounts
earned even if the employer did not issue an IRS W-2 form; examples include: babysitting, yard work, dog walking, etc.
Source of Income/ Employer’s Name
Suzy’s Auto Body Shop (example)
Parent1:
2014 Amount Earned
$2,000.00 (example)
2014 IRS W-2 Attached?
Yes (example)
Parent 1:
Parent 2:
Parent 2:
If you did not keep a copy of your W-2, please contact your employer
E. CERTIFICATION: By signing this worksheet, I certify all the information reported is complete and correct:
__________________________________________________________
Student Signature
Date
__________________________________________________________
Parent Signature
Date
WARNING: If you purposely give false or misleading information
on this worksheet, you may be fined, be sentenced to jail, or both.
Send to:
Student Financial Aid
2103 Old Cafeteria Complex
Mail Stop 510
East Carolina University
Greenville, NC 27858