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Florida Gulf Coast University

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FGCU Financial Aid Graduate

Verification

 
 

The U.S. Department of Education or the Office of Financial Aid & Scholarships may, at any time, select applications for verification based upon the FASFA information provided. This process is required to assure that all aid is awarded to students according to federal, state, and institutional regulations. If selected, the verification process must be completed before financial aid can be awarded.

Financial aid applicants for the 2013-2014 award year, selected for verification, must complete the process by the deadline of September 27, 2014 (subject to change by the Department of Education) or 120 days after the last day of the student’s enrollment, whichever is earlier.

Note: If a student makes subsequent changes to their FAFSA, it is their responsibility to notify the Office of Financial Aid and Scholarships immediately, since any change could affect their Financial Aid eligibility, and in some instances drastically increase or decrease their initial eligibility status.

All Verification Forms are found on the Online Forms page of our website

          

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Copy of Status Code Definitions
?

While your verification is being processed the progress can be seen on Gulfline, and the following details will show up.

Letter Code

Status Description
N Needed

The documents are required by the Department of Education to start the verification process.

I In Progress

The required documents have been received. The documents will be reviewed and processed. Once the file is received from the Department of Education, the process can take up to a month to complete.

S Sent

Additional documentation is needed. Additional documentation is required to clarify inconsistencies in the financial records. Forms and paperwork have been sent to the address on the Federal Verification Worksheet.

R Received

The necessary documents have been received and processed.

C Complete

All verification documents have been received and the process is complete.

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Copy of Instructions for 2013-2014

Verification Group

Verification Group Name 

Required Information

V1

Standard Verification Group

Tax Filers:

  • · AGI (Adjusted Gross Income)
  • · U.S. Tax Paid
  • · Untaxed IRs Distribution
  • · Untaxed Pensions
  • · Education Credits
  • · IRS Deductions
  • · Tax-Exempt Interest

Non-Tax Filers:

  • · Household Size
  • · Number in College
  • · Child Support Paid
  • · SNAP (Food Stamps)

 

  • · Income Earned from Work

V2

SNAP Verification Group

SNAP (Food Stamps)

 

V3

Child Support Paid Verification Group

Child Support Paid

 

V4

Custom Verification Group

  • · Child Support Paid
  • · SNAP (Food Stamps)

 

  • · High School Completion Status
  • · Identity/Statement of Education Purpose

 

V5

Aggregate Verification Group

Tax Filers:

  • · Household Size
  • · Number in College
  • · Child Support Page
  • · SNAP (Food Stamps)

 

  • · High School Completion Status
  • · Identity/Statement of Education Purpose

 

  • · AGI (Adjusted Gross Income)
  • · U.S. Tax Paid
  • · Untaxed IRs Distribution
  • · Untaxed Pensions
  • · Education Credits
  • · IRS Deductions
  • · Tax-Exempt Interest

Non-Tax Filers:

  • · Household Size
  • · Number in College
  • · Child Support Paid
  • · SNAP (Food Stamps)

 

  • · High School Completion Status
  • · Identity/Statement of Education Purpose

 

  • · Income Earned from Work
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Copy of Using the IRS Data Retrieval Process

The IRS Data Retrieval Tool allows students and parents to electronically transfer their tax information to their FAFSA directly from the IRS. Once you have completed your taxes, wait the appropriate length of time (1-2 weeks if filed electronically and 6-8 weeks if by mail) and follow the below steps:

  • Log back into www.fafsa.gov
  • Click on Make FAFSA Corrections.
  • Enter PIN and create a password.
  • Click on Financial Information tab.
  • Change from “Will File” to “Already Completed”.
  • If you are eligible to use the IRS Data Retrieval Process, click on the Link to IRS link and click OK.
  • On the IRS web site, enter the requested information and click submit.
  • Click the box under the “Transfer My Tax Information into the FAFSA” and then click Transfer Now.
  • You should then receive a message “You have successfully transferred your 2012 tax information”.
  • Do not change your income data once you successfully transfer it to your FAFSA.
  • Repeat this process under Student Financial Information if the student filed a tax return for 2012.
  • Continue to the Sign and Submit section and complete all required fields. Click “Submit FAFSA Now” and you will receive a confirmation number. You have now successfully submitted the FAFSA correction.
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Copy of How to Order IRS Tax Transcripts

Tax filers can request a transcript, free of charge, of their 2012 tax return from the IRS in one of three ways.

Online Request

  • Available on the IRS Web site at www.irs.gov
  • In the Online Services section of the homepage click “Order a Tax Return or Account Transcript”
  • Click “Order a Transcript”
  • Enter the tax filer’s Social Security Number, date of birth, street address, and zip or postal code. Use the address currently on file with the IRS. Generally this will be the address that was listed on the latest tax return filed. However, if an address change has been completed through the US Postal Service, the IRS may have the updated address on file.
  • Click “Continue”
  • In the Type of Transcript field, select “Return Transcript” and in the Tax Year field, select “2012”.
  • If successfully validated, tax filers can expect to receive a paper IRS Tax Return Transcript at the address included in their online request, within 5 to 10 days from the time the on-line request was successfully transmitted to the IRS.
  • IRS Tax Return Transcripts requested online cannot be sent directly to a third party by the IRS.

Telephone Request

  • Available from the IRS by calling 1-800-908-9946
  • Tax filers must follow prompts to enter their social security number and the numbers in their street address. Generally this will be numbers of the street address that was listed on the latest tax return filed. However, if an address change has been completed through the US Postal Service, the IRS may have the updated address on file.
  • Select “Option 2” to request an IRS Tax Return Transcript and then enter “2012”.
  • If successfully validated, tax filers can expect to receive a paper IRS Tax Return Transcript at the address that was used in their telephone request, within 5 to 10 days from the time the IRS receives the request.
  • IRS Tax Return Transcripts requested by telephone cannot be sent directly to a third party by the IRS.

Paper Request Form – IRS Form 4506T-EZ

  • IRS Form 4506T-EZ should be used instead of IRS Form 4506-T because it is sufficient to request an IRS Tax Return Transcript.
  • Download at http://www.irs.gov/pub/irs-pdf/f4506tez.pdf
  • Complete lines 1 – 4, following the instructions on page 2 of the form. Note that line 3 should be the most current address as filed with the IRS. It is the address where the IRS Tax Return Transcript will be sent. If the address has recently changed, include the address listed on the latest tax return filed on Line 4. However, if an address change has been completed through the US Postal Service, the IRS may have the updated address on file.
  • Line 5 provides tax filers with the option to have their IRS Tax Return Transcript mailed directly to a third party by the IRS. For your convenience and speedier processing, we encourage you to take advantage of this option. On line 5, please ask that your tax transcripts be sent to: Financial Aid Office - Florida Gulf Coast University- 10501 FGCU Blvd. S - Fort Myers, Florida 33965.
  • On line 6, enter “2012” to receive IRS tax information for the 2012 tax year that is required for the 2013-2014 FAFSA.
  • The tax filers (or spouse if requesting information from a joint tax return) must sign and date the form and enter their telephone number. Only one signature is required to request a transcript for a joint return.
  • Mail or fax the completed IRS Form 4506T-EZ to the appropriate address (or FAX number) provided on page 2 of Form 4506T-EZ.
  • Tax filers can expect to receive their transcript within 5 to 10 days from the time the IRS receives and processes their signed request. NOTE: Processing form 4506T-EZ means verifying/validating the information provided on the form. If any information does not match the IRS records, the IRS will notify the tax filer that it was not able to provide the transcript.

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Copy of Collection and use of Social Security numbers

In compliance with FL Statute 119.071(5), The Office of Financial Aid at Florida Gulf Coast University may collect social security numbers for the following reasons:

For use in administering federal and state programs/loans, including verification of eligibility. These programs include, but are not limited to:

  • Financial Aid and other related loan programs;
  • Scholarship Programs, including Bright Futures.