FAFSA Verification Process

Verification is the process of confirming that the information reported by the student and/or parent on the Federal Application For Student Aid (FAFSA) is accurate. Students selected for verification cannot receive financial aid until their information has been verified. To help avoid being chosen for this process, both you and your parents, if you are a dependent student, should use the IRS Data Retrieval Tool found within FAFSA to populate your FAFSA income information. This ensures the most accurate information is in the system.

If you are selected for Verification, explore the topics below. Also, you can download, print and fill out the verification worksheets from our forms page to help you prepare.

Click topic for details

What documentation is required?

In order for the Financial Aid Office at Eastern Florida State College to process your verification, the following documents must be submitted:

Dependent Students:

Independent Students:

Please take the documentation to your local campus Financial Aid office. The Identity and Statement of Educational Purpose must be completed in the presence of a Financial Aid Specialist or Notary. You will be required to provide valid government-issued photo identification (ID).

IRS Tax Return Transcript Request Process

Tax filers can request a transcript, free of charge, of their tax return from the IRS in one of three ways.

Online Request

  • Available on the IRS Web site at www.irs.gov
  • In the Online Services section of the homepage click "Get transcript of your tax records."
  • Click "Get Transcript Online"
  • Enter the tax filer's First Name, Last Name, E-mail and confirm E-mail.
  • You will then be sent an e-mail confirmation code which you must enter
  • Enter the tax filer's Social Security Number, date of birth, filing status, street address, and zip or postal code. Use the address currently on file with the IRS. Generally this will be the address that was listed on the latest tax return filed. However, if an address change has been completed through the US Postal Service, the IRS may have the updated address on file.
  • You can check the box to opt to continue as a guest or just click "Continue" to store your information and receive a user ID.
  • You will then need to answer four random questions.
  • You can then get your Transcript. Select Higher Education/Student Aid and this will show you what transcript you need. Select the current tax year and it will download.
  • You can then print your transcript.

Telephone Request

  • Available from the IRS by calling 1-800-908-9946
  • Tax filers must follow prompts to enter their social security number and the numbers in their street address. Generally this will be numbers of the street address that was listed on the latest tax return filed.  However, if an address change has been completed through the US Postal Service, the IRS may have the updated address on file.
  • Select "Option 2" to request an IRS Tax Return Transcript and then enter the current tax year.
  • If successfully validated, tax filers can expect to receive a paper IRS Tax Return Transcript at the address that was used in their telephone request, within 5 to 10 days from the time the IRS receives the request
  • IRS Tax Return Transcripts requested by telephone cannot be sent directly to a third party by the IRS.

Paper Request Form – IRS Form 4506T-EZ

  • IRS Form 4506T-EZ should be used instead of IRS Form 4506-T because it is sufficient to request an IRS Tax Return Transcript.
  • Download at http://www.irs.gov/pub/irs-pdf/f4506tez.pdf  
    • Complete lines 1 – 4, following the instructions on page 2 of the form.  Note that line 3 should be the most current address as filed with the IRS. It is the address where the IRS Tax Return Transcript will be sent. If the address has recently changed, include the address listed on the latest tax return filed on Line 4. However, if an address change has been completed through the US Postal Service, the IRS may have the updated address on file.
    • Line 5 provides tax filers with the option to have their IRS Tax Return Transcript mailed directly to a third party by the IRS.

Institutions are responsible for notifying aid applicants whether to list the institution as the third party to receive the Transcript or not. Some institutions may have difficulty matching a parent's incoming IRS Tax Return Transcript to the aid applicant, as the two names may be different.

  • On line 6, enter the current tax year to receive IRS tax information for the 2012 tax year that is required for the 2013-2014 FAFSA.
  • The tax filers (or spouse if requesting information from a joint tax return) must sign and date the form and enter their telephone number. Only one signature is required to request a transcript for a joint return.
  • Mail or fax the completed IRS Form 4506T-EZ to the appropriate address (or FAX number) provided on page 2 of Form 4506T-EZ.
  • Tax filers can expect to receive their transcript within 5 to 10 days from the time the IRS receives and processes their signed request. NOTE: Processing form 4506T-EZ means verifying/validating the information provided on the form. If any information does not match the IRS records, the IRS will notify the tax filer that it was not able to provide the transcript.

You may also visit your local IRS Field Office. For locations, please visit: www.irs.gov/localcontacts

Depending on a student's circumstances, other information may be required.

Be prepared to provide:
  • Documentation of providing more than 50% support for any person not on tax return
  • Documentation of separation or divorce
  • Clarification corresponding with any verification documentation already requested

Dependent versus Independent Students Determination

The following questions are used by the Department of Education to determine dependency status. If you answer "no" to all questions, you are considered dependent.

Criteria for independence

A student is independent if he or she meets any of the following criteria from HEA Sec. 480(d), i.e., if he or she:

  • Was born before January 1, 1994
  • Is married as of the date he/she applies
  • Will be a graduate or professional student at the start of the award year
  • Is currently serving on active duty for purposes other than training
  • Is a veteran of the U.S. Armed Forces
  • Has dependents other than a spouse
  • Was an orphan, foster child, or ward/ dependent of the court at any time since the age of 13
  • Is an emancipated minor or in legal guardianship or was when he reached the age of majority in his state
  • Was determined at any time since July 1, 2016, to be an unaccompanied youth who was homeless or self-supporting and at risk of being homeless

Are you a veteran of the US Armed Forces? (Contact the Financial Aid Office or see FAFSA instructions for definition.)

Helpful hints during the verification process

  • Submit all required information.  Incomplete and/or missing information will cause delays in completion of financial aid.
  • Complete all information on the Verification Worksheet.  List all household members in chart.
  • If household member is listed on the Verification Worksheet but not on tax return, documentation of providing more than 50% support for that individual is required.

Aid and Scholarship Contacts

Phone: 321-433-7339
Email: finaid@easternflorida.edu

View more contact info & hours

Ralph M. Williams Student Center,
Bldg. 11
Student Services Center, Bldg. 1
Palm Bay:
Administration, Bldg. 1
Student Center, Bldg. 3