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Understanding Verification

Learn about the process of verification or file review after completing the FAFSA, including the most common items that need verification and why it is necessary. Find out how students are notified and how to submit the required information online.

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Understanding Verification

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  1. Understanding Verification Claudia Wohlfeil Assistant Director of Training & Compliance

  2. What is Verification or File Review? After the FAFSA is completed there are certain things SFS must verify. Most Common: • Household Size • Income • Citizenship Status • Selective Service Registration • Grade Level/Degree Completed • Identity

  3. Why? • The U.S. Department of Education requires schools to verify these items so that the right students are getting the correct aid they are eligible for. • WSU also institutionally selects students for verification if we have conflicting information. • Example: Student indicated they are a Grad student or already have a bachelor’s degree, but are in an undergraduate program in the system.

  4. How? • Students are notified via WSU Email (or preferred email if incoming) when they have additional information they must submit to SFS to be verified. • Priority Deadlines: • Current Students: February 15th • New Students: March 15th • Students will log into SubmitSFSDocs.wsu.edu and submit all information online.

  5. Examples https://submitsfsdocs.wsu.edu/

  6. SFS is required to collect the following information from students and parents. • Tax Filer • Signed tax return (for 19/20 the 2017 is needed) OR • Tax Return Transcripts (for 19/20 the 2017 is needed) • If the student and/or parent used the IRS Data Retrieval tool on their FAFSA this requirement is waived. • Non Tax Filer • W2s or 1099's if income was earned from work • IRS Letter of Non Filing (for Independent or Parents) • Dependent Students can submit a written statement that they did not file taxes. Income Verification

  7. Acceptable Tax Documentation

  8. Tax Return

  9. NOT Acceptable Account Transcripts or Record of Account  

  10. Tax Return NOW Acceptable!

  11. Tax Return Transcript  Acceptable

  12. IRS Letter of Non-Filing

  13. How to Request a Tax Return Transcript https://www.irs.gov/

  14. Financial Aid Resources Assistance, Information, and Resources

  15. THANK YOU!

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