- IRS TAX RETURN TRANSCRIPT: Students (and parents) who are unable to use the retrieval tool will need to submit 2016 Tax Return Transcripts from the IRS.
To receive a transcript, the tax filer (or someone with SSN, date of birth, and address of the tax filer) needs to request the transcript. The preferred method is to view, download, and print the pdf version of your transcript directly from www.irs.gov/Individuals/Get-Transcript. Otherwise, you can use that same Website to have a copy mailed to you or request one by calling 1-800-908-9946. Be sure to request the IRS Tax Return Transcript, not the IRS Tax Account Transcript.
NOTE: Once you print or receive tax transcripts from IRS, attach them to any required verification worksheet and submit as a package. If you are not requested to complete a verification worksheet, please submit all required tax transcripts together to speed processing at UC.
Of course, you cannot retrieve your data or request a transcript if the IRS does not have your 2016 taxes. Both the IRS Data Retrieval Tool and IRS Tax Return Transcripts require you to have filed your 2016 federal taxes. Your tax information for the online retrieval tool or to request a transcript can take up to 2 weeks from you filing your federal taxes electronically and up to 8 weeks if filed by paper/mail.
If you (or your parents) will not file and are not required to file a 2016 federal income tax return, income information will need to be reported on the verification worksheet. Copies of W-2 forms from any employers should also be attached along with statements of non-filing and an IRS Letter as noted below.
Verification for Non-Tax Filers
New requirements for non-tax filers require documentation on your non-tax filing status as well as verification of income.
In these cases, the non-tax filer will need to supply the following when selected for verification:
All three items must be met along with the associated verification worksheet in order to complete your financial aid application.
Because you are seeking funding from the federal government, we are required to instruct persons who are shown not to have filed a 2016 federal tax with income levels requiring a return to file one prior to continuing the aid process.
Verifying High School Completion
Ultimately all students seeking aid assistance must provide a final transcript to UC showing graduation, GED completion, or home school credentials. UC will not release aid until this requirement is met. The Department, in selecting a student for verification of high school completion, may require UC to collect documentation prior to awarding aid.
In rare cases, a student may be selected for identity verification. It will require presenting yourself to UC personnel at One Stop along with a valid government-issued photo ID, such as driver's license, other state ID, or passport.
Students who live far from campus can be given a temporary means to complete the identity process but will need to present themselves with ID upon the start of their enrollment. These students as well as distance learning students who never actually take classes on campus will need to contact Student Financial Aid for an alternate means to verify identity.
Processing and Award Offer
Only submit verification documents requested via the "To Do List" on Catalyst's "My Financials" tab.
The Student Financial Aid Office will review all submitted items for verification. Assuming all conditions are met, you will then be cleared for complete financial aid awarding.