2019-20 Verification Process
Verification is the process established by the Department of Education (DOE) to check the accuracy of aid applications. To simplify and streamline the verification process, DOE has implemented a “Prior-Prior Year” (PPY) policy.
With PPY the income used on the FAFSA will be from two years prior to the application year; for the 2019-2020 award year, that will be tax data from 2017. We encourage parents and students to utilize the IRS Data Retrieval Tool (DRT) inside the FAFSA which will import tax data and decrease errors.
By using earlier income data, families will have their completed tax information available by the time they are ready to apply for financial aid. This will make it easier to fill in application forms, and increase the likelihood that families will be able to import their income directly from the IRS using the online Data Retrieval Tool (DRT).
Georgia Tech performs federal verification on these selective populations, requesting acceptable documentation for the data items required to be verified. If you are selected for verification, you will need to provide the specific documentation requested in OSCAR based on academic year and your dependency status.
Important Priority Deadlines
There are priority deadlines in place to assure that your verification is processed in time to be considered for limited institutional funds.
- October 1, 2018 Federal IRS Data Retrieval Tool Available for 2019-2020
- January 31, 2019 Verification deadline for Incoming Freshmen
- January 31, 2019 Verification Deadline for all other Returning/Transfer students
Consequences of Failing to Meet Verification Deadlines
- Institutional funds offered on an initial award letter may be canceled.
- Federal funds (Pell Grant, Federal Work Study, Loans) offered on an initial award letter will be canceled until all requested verification documentation is received, reviewed and the FAFSA determined to be valid.
- Students completing verification after the deadline may be able to receive the Federal funds listed above on a reimbursement basis, contingent on meeting all other eligibility requirements.
Required Verification Documents
The details listed below explain how to find, complete, and submit requested verification documents. Please utilize the student OSCAR account to identify required verification documents.
Dependent students must submit:
- Dependent Student Verification Worksheet
- Student's 2017 Federal Tax Return Transcript and/or a successful IRS data transfer using the DRT
- Parent's 2017 Federal Tax Return Transcript and/or a successful IRS data transfer using the DRT
- All W2s, 1099s and supporting schedules
Independent students must submit:
- Independent Student Verification Worksheet
- Student/Spouse 2017 Federal Tax Return Transcript and/or a successful IRS data transfer using the DRT
All W2s, 1099s and supporting schedules
Verification of Non-Filing Letter
A Verification of Non-filing Letter from the IRS is required if the parent or an Independent student did not file and was not required to file a 2017 Income Tax Return with the IRS. To request a Verification of Non-filing Letter, follow the order transcripts instructions below.
*The Office of Scholarships and Financial Aid at Georgia Tech also adheres to FERPA (The Family Educational Rights and Privacy Act) regulations as well as confidentiality agreements.
Federal IRS Data Retrieval and Tax Transcript
In place of providing the Federal Tax Return Transcript, one option that may be available is the Federal IRS Data Retrieval which allows you to download 2017 Federal Tax information directly to the FAFSA from the IRS. Tax Data is available through the Federal IRS Data Retrieval option within a minimum of 2-3 weeks after electronic submission and acceptance of a 2017 Federal Tax Return to the IRS. Using this option may reduce the amount of documentation that the financial aid office needs to request.
If the IRS Data Retrieval Tool cannot be used and if verification documentation is requested , it may be necessary to obtain an official 2017 Federal Tax Return Transcript from the IRS.
- Order a 2017 Federal Tax Return Transcript -- Note: not all browsers supported.
- Upon receipt of the 2017 Federal Tax Return Transcript, please fax or mail and attach requested supporting documents such as 2017 W2s directly to our office.
- IRS Verification of Non-Filing Letter is required if an Independent student and/or parent did not file and were not required to file a 2017 Income Tax Return with the IRS.
Ordering IRS Transcripts
To request IRS Tax Return Transcript or Verification of Non-Filing Letter, go to: https://www.irs.gov/individuals/get-transcript
In order to use the “Get Transcript ONLINE” or “Get transcript by MAIL” options you must be able to provide:
mailing address from latest tax return,
social security number
Date of birth
To order transcript by fax or mail, click the link: IRS 4506-T
Complete lines 1a through 4, following the instructions on page 2 of the form.
Note that line 3 should be the most current address. It is the address where the IRS Verification of Non-Filing Letter will be sent, if line 5 is left blank.
Line 5 provides non-filers with the option to have their IRS Verification of Non-Filing Letter mailed directly to a third party by the IRS.
On line 7, select the checkbox on the right hand side for “Verification of Non-Filing”.
On line 9, “Year or period requested”, enter 12/31/2017 for the 2019-2020 academic year.
The non-filer must sign and date the form and enter their telephone number. Student should sign form.
Mail or fax the completed IRS Form 4506-T to the appropriate address or fax number provided on page 2 of the form. “Chart for all other transcripts”
Non-filers can expect to receive their Verification of Non-Filing Letter within 5 to 10 days from the time the IRS receives and processes their signed request.
Amended Tax Returns
Students and parents filing an amended 2017 Tax Return must submit a copy of:
- 2017 IRS Tax Transcript
- A signed copy of the IRS Form 1040x that was filed with IRS.
Tax Filing Extensions
Those who require tax filing extensions, you must submit the following before and after the Extension deadline of October 17:
- IRS Form 4868, Application for Automatic Extension of Time to File U.S. Individual Income Tax Return
- Copies of all W2s
If Self-employed, a signed statement of 2017 Adjusted Gross Income and U.S. Income Taxes paid
All required documents should be provided as soon as they become available. After 2016 Taxes are filed, submit your Tax Transcript or copy of your Federal 1040 Tax Return for verification. The "Consequences of Failing to Meet Verification Deadlines" still apply.
Foreign tax and income information
A transcript obtained from a government or a U.S. territory or commonwealth or a foreign nation that includes all of the tax filer’s income and tax information required to be verified is acceptable. Students and parents who filed with a foreign tax authority, must provide a copy of their foreign tax information. If a transcript is not available, a copy of the tax return may be accepted. The documents should be converted into U.S. dollars as appropriate and notarized.
Foreign non-tax filers with income
Students and parents who earned income from work but are not required to file a tax return in their country in which they live, may submit a statement of earnings and income. The documents should also be translated into English converted into U.S. dollars as appropriate, and notarized.
Non-tax filers unable to obtain IRS Verification of Non-Filing Letter
There are circumstances where one or both of the parents of a dependent student or the spouse of an independent student does not have a Social Security Number, an Individual Taxpayer Identification Number, or an Employer Identification Number and therefore is unable to obtain a verification of non-filing from the IRS. Individuals in these cases and whose income is below the IRS filing threshold must submit to the institution:
A signed and dated statement--
Certifying that the individual(s) does not have a Social Security Number, an Individual Taxpayer Identification Number, or an Employer Identification Number; and
Listing the sources and amounts of earnings, other income, and resources that supported the individual(s) for the appropriate tax year; and
If applicable, a copy of IRS Form W–2 for each source of employment income received for the appropriate tax year or an equivalent document.
Finishing the Verification Process
Once all requested documents are received, we will review them accordingly. If discrepant information is found, corrections will be made and additional time will be needed for processing.
Instructions as to where to submit your documents are listed below.
The Office of Scholarships and Financial Aid now accepts required documents through an Automated Document Management (ADM) tool, which is designed to allow students to “upload” a required document directly from your computer desktop into the Financial Aid Office imaging system.
- Log in to OSCAR
- Select Student Services & Financial Aid
- Select Financial Aid then My Requirement and Eligibility
- Select the " 2019 - 2020 Aid Year "
- Select “Upload Documents” button
- Log in to OSCAR
- In the FINANCIAL AID box, select " Requirements and Eligibility "
- Select the " 2019 - 2020 Aid Year "
- Select “Upload Documents” button
Fax or mail documents to:
This website last updated/reviewed on 11/06/18