Verification Process

If your FAFSA is selected for Verification, the U.S. Department of Education requires your school to verify the information reported on your FAFSA.  This process is not an audit of your taxes, but a way for the Department of Education to confirm the accuracy of your FAFSA information based on random selection.

In order to complete the verification process, all 3 steps below must be completed:


Step 1: Complete a verification worksheet


 

Step 2: Verify your federal tax information

Step-by-Step Instructions

  1. Visit www.fafsa.ed.gov
  2. Click on Login
  3. Enter your Name, Social Security Number and Date of Birth
  4. Click on Make FAFSA Corrections
  5. Enter the Student's PIN and Password and click Next
  6. Click on the Financial Information tab
  7. Answer the income tax return question and follow the prompts on the screen.
  8. When complete, enter PIN and click "Link to the IRS"
  9. Click OK to temporarily leave the FAFSA website
  10. Once on IRS website, enter required information.  Be sure to enter your address EXACTLY as it appears on your tax return (i.e. Street, St, St.).  Click Submit
  11. If the IRS is able to validate your information, it should display.  Check the box under "Transfer My Tax Information into the FAFSA" and click on Transfer Now
  12. Click OK to return back to the FAFSA website
  13. Make sure these steps are completed for both student & parent (if dependent)
  14. Click Sign and Submit tab
  15. Follow prompts and when complete, click Submit My FAFSA Now
  16. Please Note: If you filed your taxes electronically, allow 2 weeks BEFORE using the IRS Data Retrieval Process.  If you filed your taxes by mail, allow 6-8 weeks BEFORE using the IRS Data Retrieval Process

Demonstration Video Tutorial

(courtesy of UC Santa Barbara)

Am I required to file a tax return?

Order a Tax Return Transcript

IRS Tax Transcript

Step-by-Step Instructions

  1. Visit IRS.gov
  2. Click on Get Transcript By Mail
  3. Click OK on pop-up box
  4. Enter your Social Security Number and Date of Birth
  5. Enter Street Address EXACTLY as it appears on your tax return (i.e. Street, St. St.)
  6. Enter Zip Code
  7. Click Continue
  8. Select tax year that corresponds with worksheet
  9. Select from drop down menu Tax Return Transcript only (Account transcript is not the correct selection)
  10. Click Submit
  11. Make sure these steps are completed for both student & parent (if dependent)
  12. This process may take up to two full weeks before it is received by mail to the address that was entered
  13. If you are unable to request or move forward requesting online, please try the following:
    1. Check your exact postal address here and complete steps again
    2. Request tax transcript via phone: 1.800.908.9946 using the prompts
    3. Request tax transcript by mail: download & fill out Form 4506-T and send it to IRS

 

Step 3: Submit all documents to Onestop Student Services

Onestop Student Services
1200 Kenwood Avenue T1130
Duluth, MN  55811

Fax: (218) 733.2255
Phone: (218) 723.6570
Toll Free: (877) 287.8716

Email: Onestop@css.edu