2008 2009 Verification Worksheet
Independent
2008-2009 Verification Worksheet
Federal Student Aid Programs
FORM APPROVED
OMB NO. 1845-0041
U.S. Department
of Education
Your application was selected for review in a process called
What you should do
“Verification.” In this process, your school will be comparing
information from your application with signed copies of your
1. Collect your (and your spouse’s) financial documents (signed
(and your spouse’s, if you are married) 2007 Federal tax forms,
Federal income tax forms, W-2 forms, etc.).
or with W-2 forms or other financial documents. The law says
2. Talk to your financial aid administrator if you have questions
we have the right to ask you for this information before awarding about completing this worksheet.
Federal aid. If there are differences between your application
3. Complete and sign the worksheet.
information and your financial documents, you or your school
4. Submit the completed worksheet, tax forms, and any other
may need to make corrections.
documents your school requests to your financial aid
administrator.
Complete this verification form and submit it to your financial
5. Your financial aid administrator will compare information on
aid administrator as soon as possible, so that your financial aid
this worksheet and any supporting documents with the
won’t be delayed. Your financial aid administrator will help you.
information you submitted on your application. You or your
school may need to make corrections.
A. Student Information
Last name
First name
M.I.
Social Security Number
Address (include apt. no.)
Date of birth
City
State
ZIP Code
Phone number (include area code)
B. Family Information
List the people in your household, include:
• Yourself, and your spouse if you have one; and
• Your children, if you will provide more than half of their support from July 1, 2008 through June 30, 2009, even if they do not live
with you; and
• Other people if they now live with you, and you provide more than half of their support and will continue to provide more than half
of their support from July 1, 2008 through June 30, 2009.
Write the names of all household members in the space(s) below. Also write in the name of the college for any household member,
excluding your parent(s), who will be attending at least half time between July 1, 2008 and June 30, 2009, and will be enrolled in a
degree, diploma, or certificate program. If you need more space, attach a separate page.
Full Name
Age
Relationship
College
Martha Jones (example)
24
Wife
City University
Self
According to the Paperwork Reduction Act of 1995, no persons are required to respond to a collection of information unless it displays a valid OMB control number. The valid OMB control number for this information collection
is 1845-0041. The time required to complete this information collection is estimated to average twelve minutes, including the time to review instructions, search existing data resources, gather the data needed, and complete and re-
view the information collection. If you have any comments concerning the accuracy of the time estimate(s) or suggestions for improving this form, please write to: US Department of Education, Washington, DC 20202-5345.
C. Student’s Tax Forms and Income Information (all applicants)
Independent
1. Check only one box below. Tax returns include the 2007 IRS Form 1040, 1040A, 1040EZ, a tax return from
Puerto Rico or a foreign income tax return. If you did not keep a copy of your tax return, request a copy from your tax
preparer or request an Internal Revenue Service form that lists tax account information.
Check here if you are attaching a signed copy of your tax return.
Check here if a signed tax return will be submitted to the school by ______________________(date).
Check here if you will not file and are not required to file a 2007 U.S. Income Tax Return.
2. Funds received for child support and other untaxed income. (See worksheets A & B of the FAFSA.)
Sources of Untaxed Income
2007 Amount
Sources of Untaxed Income
2007 Amount
a. Child Support
$
d.
$
b. Social Security (non-taxed) $
e.
$
c. Welfare (including TANF) $
f.
$
3. If you did not file and are not required to file a 2007 Federal income tax return, list below your employer(s) and any
income received in 2007 (use the W-2 form or other earnings statements if available).
Sources
2007 Amount
$
$
$
D. Spouse’s Tax Forms and Income Information (if student is married)
1. Check only one box below. Tax returns include the 2007 IRS Form 1040, 1040A, 1040EZ, a tax return from Puerto Rico
or a foreign income tax return. If your spouse did not keep a copy of the tax return, request a copy from the tax preparer
or request an Internal Revenue Service form that lists tax account information.
Check here if you are attaching a signed copy of your and your spouse’s joint tax return.
Check here and attach spouse’s signed tax return if your spouse filed a separate return.
Check here if a signed spouse’s tax return will be submitted to the school by ______________________(date).
Check here if your spouse will not file and is not required to file a 2007 U.S. Income Tax Return.
2. Funds received for child support and other untaxed income. (See worksheets A & B of the FAFSA)
Sources of Untaxed Income
2007 Amount
Sources of Untaxed Income
2007 Amount
a. Child Support
$
d.
$
b. Social Security (non-taxed)
$
e.
$
c. Welfare (including TANF)
$
f.
$
3. If your spouse did not file and is not required to file a 2007 Federal income tax return, list below your spouse’s
employer(s) and any income received in 2007 (use the W-2 form or other earnings statements if available).
Sources
2007 Amount
$
$
$
E. Sign this Worksheet
Each person signing this worksheet certifies that all the information
WARNING: If you purposely give false or misleading
reported on it is complete and correct. If married, spouse’s signature
information on this worksheet, you may be fined, be
is optional.
sentenced to jail, or both.
Student
Date
Spouse
Date
Do not mail this worksheet to the Department of Education. Submit this worksheet to your
Financial Aid Administrator at your school. Don’t forget to sign your tax forms.
