*** As of July 13, 2021 the US Department of Education has suspended all tax-related verification requirements for the 2021-2022 academic cycle. Finanial aid administrators are required to review any documentation that has already been submitted and changes to updated FAFSA data. Our office may still require tax information to resolve conflicts between copies of the FAFSA or other information already provided to our office. ***
The U.S. Department of Education selects certain FAFSA filers for additional documentation and the Federal Verification review process.
Students and Parents should read the comment section of the Student Aid Report (SAR) sent to them after filing the FAFSA to find out if there are outstanding financial aid requirements or if the student has been selected for Federal Verification. Students are also notified via TUPortal as a requirement is placed on the SFS Channel on the Costs & Aid tab. Students also receive periodic email notifications informing them of their selection and the process. If our office finds it necessary to select a student for verification, they are also notified via email.
We cannot finalize an incoming, new student's financial aid offer until Verification is complete, and we cannot issue a financial aid offer for a returning student until Verification is complete. Therefore we strongly encourage timely submission of all requested documentation. Students are required to submit the requested documentation within 30 days of being notified that the process is available to be completed. Failure to submit the documentation within this time frame may result in the student becoming ineligible for federal or institutional need-based aid.
During Federal Verification, our office is required to ensure that the information reported on the FAFSA is accurate. If necessary, we will update your FAFSA application and send it to the Department of Education for processing. If your application has been selected for Federal Verification, both the Department of Education and our office will notify you with instructions on how to proceed. If upon completion of verification, the student or parent believes the information reported is incorrect, please send an email to email@example.com with the subject line "Incorrect Verification Information." Please spell out what may be incorrect, and our office will take the appropriate action. Please do not update the FAFSA unless directed, as this can complicate the process.
If our office suspects that a student other person has misrepresented information or altered documentation to fraudulently obtain federal funds, the case will be thoroughly reviewed by our office. If warranted, it may be referred to the Office of the Inspector General (OIG) by contacting either the local Philadelphia office or the national one.
If selected to complete additional documentation or for Federal Verification, you will have a requirement on the SFS Channel of the Costs and Aid tab of the TUPortal.
Click on the requirement and log into the SFS Dashboard,temple.verifymyfafsa.com. You will be prompted to verify your identity the first time you log in. After that, your TUPortal sign on will grant you access. Google Chrome is the recommended browser for using the Dashboard.
Students selected for Federal Verification must submit the requested documentation for review. We will notify students by email who have outstanding requirements on their TUPortal. Students are also notified by our Dashboard separately if a task is outstanding, when the file is submitted for review, and when the review is completed. Your federal and need-based institutional aid may be canceled if not submitted by the deadline specified in the emails. Any errors or discrepancies on the FAFSA will be corrected as a result of the Verification process. Any corrections to the FAFSA may result in a change to your Expected Family Contribution, which may result in an adjustment to your eligibility. Students will be notified via email of any changes made to the FAFSA or their aid eligibility via email alerting them of a Revised Financial Aid award.
Since this is a federal process, it is very important that only the student be the person to log in and provide the information. Only the student should sign as the student, and only the parent should sign as the parent. Doing otherwise may jeopardize this process. Once you are logged into the Dashboard, the Financial Aid requirements will be on the front page for you to complete. There will be links to upload any requested documents. Please do not email or fax documents to our office. The Dashboard is the most secure and fastest way to submit your documentation to our office. Students can attach photos of the requested documentation or PDFs to upload. Examples of what may be requested are below:
- Completed Dependent/Independent Verification Form
- Official IRS Tax Return Transcript for the Student
- Official IRS Tax Return Transcript for the Parent(s)
- If your parents are married but file separately, then an Official IRS Tax Return Transcript for each parent may be requested
- W2s may be requested for students or parents
- IRS Confirmation of Non-Filing for Parent(s) or Student
- Proof of Identity
- Proof of High School Completion Status
- Statement of Educational Purpose (provided by the Dashboard)
You can order an Official IRS Tax Return Transcript online or by calling 1-800-908-9946. We can only accept the IRS Tax Return Transcript, or, if the transcript cannot be obtained, a signed copy of your tax return with all pages and schedules attached.
If you are having difficulty obtaining the Tax Return Transcript, you can provide the full and completed 1040 tax form that was filed with the IRS. This form must be signed by the tax filer or the tax preparer. The Department of Education has not provided any guidance regarding the submission of unsigned tax returns, and so the forms must be signed in ink by the tax filer, or have the tax preparer's name, address, and EIN or PTIN.
If you are unable to request the IRS Verification of Non-Filing Letter by phone or online, you must complete 4506-T and mail it to the IRS. If you have not recieved the letter within 10 business days, only then can you submit a written statement with an ink signature to confirm the following information:
- Your attempts to obtain the official letter and the outcome of those attempts
- The date the 4506-T form was mailed to the IRS
- Any income earned during 2018
- Whether or not you filed taxes 2018.
Documents submitted through the Dashboard are reviewed in the order they are received. The time frame for review will vary depending on the time of year; documents submitted in July, August, or September may experience delays of up to 4-6 weeks due to processing volume. Students will be notified via email or text message if additional documentation is requested, or when the Verification is completed.
Regarding the Statement of Educational Purpose: Due to the COVID-19 pandemic the Department of Education announced that the Statement of Educational Purpose does not require the signature of a financial aid office or a notary. Students must sign it by hand ("ink signature") and it must be uploaded to the Dashboard with a clear copy of a government-issued photo ID. If you are unable to upload the form directly to the website, you use TUSafeSend to email the form and a clear copy of your ID to firstname.lastname@example.org. Please do not email the form as an attachment to a regular email, as we cannot accept attachments. TUSafeSend it the best way to send the form to our office.
For Parents: Dependent Students will need a parent to electronically sign the Verification form. Only the parent(s) included on the FAFSA can create a Parent Account to log into the Dashboard. Students should send the e-signature request to the parent who has an account. The parent e-signature password is the parent's account password. The first time a parent logs in, (s)he will be emailed a link to verify his/her email address, and (s)he will have twelve (12) hours to verify the email. If the email is not verified, then the account will be locked. Please email email@example.com to have the account unlocked.
- 2021-2022 Frequently Asked Questions
- 2020-2021 Frequently Asked Questions
- Student E-Signature Instructions
- Parent Signature Instructions