East Carolina University

Office of Student Financial Aid

DEPENDENT
2013-2014 Verification Instructions

Your application was selected for review in a process called Verification. Verification is mandated by the U.S. Department
of Education and requires schools to gather additional documentation to check the accuracy of information submitted on the
FAFSA.
To facilitate this process, you are required to complete and submit a signed 2013-2014 Dependent Student Verification
Worksheet, (see below) and certain other forms of income documentation to the Financial Aid Office.
The income tax documents that we accept are based on policy put forth by the U.S. Department of Education. We can only
accept as documentation of tax information either:

A 2012 IRS Tax Return Transcript (we cannot accept a copy of your tax return)
OR
An updated FAFSA using the IRS Data Retrieval Tool

If you did not use the IRS Data Retrieval Tool when completing the FAFSA, we encourage you to go back to
www.fafsa.ed.gov and update your tax information via the Retrieval Tool option. Using this option is significantly faster
than requesting a tax return transcript from the IRS.
To Obtain a Tax Return Transcript from the IRS
If you are unable to use the IRS Data Retrieval Tool, please request a 2012 IRS Tax Return Transcript as quickly as
possible. There are a number of ways to request a transcript from the IRS:
1. Go to www.irs.gov
a. Under Tools, click on Order a Return or Account Transcript
b. Click the Order a Transcript in Section 3
c. Use the SSN, DOB, Street Address and Zip Code of the first person listed on the 2012 IRS Income Tax
Return (pay particular attention to the street address, using exactly what you used on the Return)
d. Click Continue
e. Select the Return Transcript for Tax Year 2012. Do not select the Account Transcript
2. Call the IRS at 1-800-908-9946
3. Complete IRS Form 4506T-EZ available at www.ecu.edu/financial. Go to Applying for Aid, then Forms &
Publications, then select 2013-2014 award year
** If the parents/marital partners filed separate 2012 IRS income tax returns, 2012 IRS Tax Return Transcripts must be
provided for each.
Individuals Who Were Victims of IRS Identity Theft
A victim of IRS identity theft who has been unable to obtain a 2012 IRS Tax Return Transcript or use the IRS DRT must
provide a signed copy of the 2012 paper IRS income tax return that was filed with the IRS and a signed copy of IRS Form
14039 Identity Theft Affidavit that was submitted to the IRS.
Individuals Who Filed Amended IRS Income Tax Return
If an individual filed an amended IRS income tax return for tax year 2012, provide both of the following:
1. A signed copy of the original 2012 IRS income tax return that was filed with the IRS or a 2012 IRS Tax Return
Transcript (signature not required) for the 2012 tax year; AND
2. A signed copy of the 2012 IRS Form 1040X, Amended U.S. Individual Income Tax Return, that was filed with the IRS.

Individuals Who Filed Non-IRS Income Tax Returns

If an individual filed or will file a 2012 income tax return with Puerto Rico, another U.S. territory (e.g., Guam, American
Samoa, the U.S. Virgin Islands, the Northern Marianas Islands), or with a foreign country, provide a signed copy of that
2012 income tax return(s).

Do not have transcripts sent directly to ECU Financial Aid. You must add the students name and ECU Banner ID before sending it
to our office.

East Carolina University

Office of Student Financial Aid

DEPENDENT
2013-2014 Verification Worksheet

What you should do:

Your application was selected for review in a process

called Verification. Verification is mandated by the U.S.
Department of Education and requires schools to gather
additional documentation to check the accuracy of
information submitted on the FAFSA.

1.

2.
3.

The documents that we accept are based on policy put

forth by the U.S. Department of Education. We will only
accept as documentation of tax information either:
1. An IRS Tax Return Transcript or
2. An updated FAFSA using the IRS Data Retrieval
Tool.

Update your FAFSA by using the IRS Data Retrieval Tool

OR Collect your and your parent(s) financial documents
(IRS Tax Return Transcript, W-2 forms, etc).
Complete and sign this worksheet.
Submit the completed worksheet, tax forms, and any other
documents your school requests to your financial aid
administrator.

To Obtain a Tax Return Transcript from the IRS

1.
2.
3.

If you did not use the IRS Data Retrieval Tool when
completing the FAFSA, we encourage you to go back to
www.fafsa.ed.gov and update your tax information via
the Retrieval Tool option. Using this option will be
significantly faster than requesting a tax return transcript
from the IRS.

Go to www.irs.gov- Order a Return Transcript

Call the IRS at 1-800-908-9946
Complete IRS Form 4506T-EZ available at
www.ecu.edu/financial

Important Note: If you filed, or will file an amended 2012 IRS tax
return, you must submit BOTH:
1. A signed copy of the original 2012 IRS tax return or an

IRS Tax Return Transcript AND

2.

Please complete all sections of this worksheet.

A signed copy of the 1040X Amended Income Tax

Return that was filed with the IRS, to your financial aid
administrator

A. DEPENDENT STUDENT INFORMATION

____________________________________________________________________________________________________________

Last Name

First Name

M.I.

ECU Banner ID Number

________________________________________________________________________________________
Permanent Address
Street & Number
City/State/Zip
Date of Birth
________________________________________________________________________________________
Cell Phone Number (Include Area Code)
Permanent Phone Number (Include Area Code)
B. DEPENDENT STUDENTs FAMILY INFORMATION
List the people in your parent(s) household, including:
Yourself
Your parent(s) (including step-parents)
Your parent(s) other dependent children if a) your parent(s) will provide more than half of their support
from July 1, 2013 through June 30, 2014, or b) the children would be required to provide parental information
when applying for Federal Student Aid

Other people only if they now live in your parents household and your parents will provide more than half
of their support from July 1, 2013 through June 30, 2014

You must complete each column for every household member listed:
Full Name

Age

Relationship to Student

Name of College/Degree Program

(If at least half-time during 2013-2014)
(Exclude parents)

SELF

East Carolina University

C. DEPENDENT STUDENTS 2012 INCOME INFORMATION

Choose YES or NO:

_____YES, the student has filed or will be required to file a 2012 IRS Income Tax Return. Check one box below:
The student has used the IRS Data Retrieval Tool in FAFSA on the Web to transfer 2012 IRS income tax return
information to the FAFSA without making subsequent changes.
The student did not use the IRS Data Retrieval Tool in FAFSA on the Web, OR made subsequent changes to IRS
data. Student must submit a 2012 IRS Tax Return Transcript - (not a copy of IRS Tax Return filed).

_____ NO, the student has not and is not required to file a 2012 IRS Income Tax Return. Check one box below:
The student was not employed and had no income earned from work in 2012.
The student was employed in 2012. List below the names of all employers, the amount earned from each employer in
2012 and provide copies of ALL 2012 IRS W-2 forms issued by employer. List every employer and amounts earned
even if the employer did not issue an IRS W-2 form; examples include: babysitting, yard work, dog walking, etc.
Source of Income/Employers Name
Suzys Auto Body Shop (example)

2012 Amount Earned

$2,000.00(example)

2012 IRS W-2 Attached?

Yes(example)

If you did not keep a copy of your W-2, please contact your employer

D. PARENTs 2012 INCOME INFORMATION - Note: If two parents were reported in Section B of this worksheet,
the certifications below refer and apply to both parents.

Choose YES or NO:

_____YES, the parent(s) has filed or will be required to file a 2012 IRS Income Tax Return. Check one box below:
The parent (s) has used the IRS Data Retrieval Tool in FAFSA on the Web to transfer 2012 IRS income tax return
information to the FAFSA without making subsequent changes.
The parent(s) did not use the IRS Data Retrieval Tool in FAFSA on the Web, OR made subsequent changes to
IRS data. Parent(s) must submit a 2012 IRS Tax Return Transcript - (not a copy of IRS Tax Return filed).

_____ NO, the parent(s) has not and is not required to file a 2012 IRS Income Tax Return. Check one box below:
The parent (s) was not employed and had no income earned from work in 2012.
The parent (s) was employed in 2012. List below the names of all employers, the amount earned from each employer
in 2012 and provide copies of ALL 2012 IRS W-2 forms issued by employer. List every employer and amounts
earned even if the employer did not issue an IRS W-2 form; examples include: babysitting, yard work, dog walking, etc.
Source of Income/ Employers Name
Suzys Auto Body Shop (example)

2012 Amount Earned

$2,000.00 (example)

2012 IRS W-2 Attached?

Yes (example)

If you did not keep a copy of your W-2, please contact your employer

E. CERTIFICATION: By signing this worksheet, I certify all the information reported is complete and correct:
____________________________________________________
Student Signature
Date
___

Parent Signature

Date

WARNING: If you purposely give false or misleading information

on this worksheet, you may be fined, be sentenced to jail, or both.

Send to:
Student Financial Aid
2103 Old Cafeteria Complex
Mail Stop 510
East Carolina University
Greenville, NC 27858