Federal Verification

Verification is the process schools are required to use to confirm the data reported on a student’s FAFSA. Temple University is required to ensure the information submitted on the FAFSA is accurate and consistent. Temple University is required to resolve any conflicting information, inconsistencies or errors made on FAFSA applications to ensure the integrity of federal student financial aid programs.

In this process, Temple University will be comparing information from your FAFSA application with copies of your and your parent’s or spouse's Federal tax return transcripts, W2 forms, or other financial documents. The law states we have the right to ask you for this information before awarding Federal aid. If there are differences between your FAFSA application information and your financial documents, you or Temple University may need to make corrections electronically or by using your Student Aid Report (SAR).

It is important to complete the verification worksheet and submit along with all required documents to Student Financial Services (SFS) immediately. All financial aid (state, federal and univeristy funding) is considered estimated until this process is complete. Furthermore, changes to the FAFSA after the financial aid verification process is completed could result in changes to disbursed funding.

Failure to complete verification in a timely manner may lead to cancellation of aid. Upon review of the documentation submitted, additional information may be required; notification of such will be made as quickly as possible. You will be notified if FAFSA corrections result in changes/cancellation of award(s).

If selected by Student Financial Services, our office may require students submit any of the following:

  1. Completed a Verification Worksheet Form signed by both the student and parent/spouse. 
  2. Federal Tax Return Transcript(s) and W2 forms for both student and parent(s)/spouse(s), if filed. As per federal regulations, we can no longer accept copies of the filed federal tax return unless it is specifically requested by the SFS office.
    • You can obtain a “Federal Tax Return Transcript” by calling the IRS at 1-800-908-9946 or visit www.IRS.gov and click on the “Order a Return or Account Transcript” link. Make sure to request the “IRS Tax Return Transcript” and NOT the “IRS Tax Account Transcript.
    • In most cases, for electronic filers, a IRS Tax Return Transcript may be requested from the IRS within 2-3 weeks after the IRS income tax return has been accepted by the IRS. Generally, for filers of paper IRS income tax returns, the Tax Transcript may be requested within 8-11 weeks after the paper return has been received by the IRS. The best way to verify income is by using the IRS Data Retrieval Tool (IRS DRT) that is part of FAFSA on the web at www.FAFSA.ed.gov. However, if you are contacted by SFS to submit verification documents then you MUST request an “IRS Tax Return Transcript”
    • The best way to verify income is by using the IRS DRT Retrieval Tool (IRS DRT) that is part of FAFSA on the web at www.fafsa.ed.gov. 
  3. Confirmation of Nonfiling- Nontax filers and tax filers who received an extension but still have not filed their income tax return must provide confirmation of nonfiling dated on or after October 1, 2016. A confirmation of nonfiling can be obtained from the IRS using Form 4506-T and checking box 7. If appropriate, a similiar confirmation from another taxing authority (e.g. a U.S. terriorty or a foreighn government) may be acceptable.
  4. High School Completion Status- For a former member of the military who is unable to obtain documentation of his or her high school diploma (or its recognized equivalent), or of a secondary school education in a homeschool setting, an institution may accept as alternative documentation a DD Form 214- Certificat of Release or Discharge From Active Duty--if the DD Form 214 indicates the individual is a high school graduate or equivalent.

 

Students should not submit verification documentation unless contacted by Student Financial Services office.

Verification document requirements are listed in the Financial Aid section of a student's Self-Service Banner online accounts.  Student Financial Services highly recommends students upload signed and completed forms in the 'Student Tools' tab of the TUportal.