Verification is a process where Linfield College is required, per federal law, to compare results from a student’s Free Application for Federal Student Aid (FAFSA) with required acceptable documentation. The Office of Financial Aid at Linfield will request acceptable documentation from the student to verify the accuracy of the completed FAFSA, and if there are any differences Linfield will submit corrections back into the federal processor and the student will receive an updated FAFSA reflecting the corrections.
The U.S. Department of Education (ED) selects students for the process of verification. All students enrolled in the online and continuing education program (OCE) that are federally selected for verification, and have financial need, are verified before they are sent their financial aid award notification. OCE students will not receive a full financial aid award until verification is complete, however, they will be awarded merit-based scholarships and tuition remission. Students not selected for verification by ED may be chosen for institutional verification at the discretion of the Financial Aid Administrator (FAA). Linfield will resolve any conflicting information, whether or not the student was selected for verification. Students who submit verification documentation unsolicited will have their documentation reviewed by Linfield and compared to their FAFSA to ensure accuracy of the FAFSA. If the data conflicts Linfield will submit a correction to ED, and notify the student of any revisions to their financial aid award.
After the student has filed the FAFSA, completed their Linfield Application for Financial Aid (LAFA) within WebAdvisor, and is admitted to Linfield, the Office of Financial Aid will begin corresponding with the student regarding the documentation required. OCE students will be notified beginning with a missing information letter, and an email to their Linfield email address. OCE students will receive an automatic email reminder every 10 days for 120 days. The type of documentation the student is required to submit depends on the verification group that ED has assigned, or the type of conflicting information that Linfield must resolve. OCE students that are married will also be required to provide spouse’s information. OCE students that are Dependent on the FAFSA, must provide parent(s) information. Below are the following items that Linfield may be required to verify, this list is not all inclusive, as Linfield must resolve any conflicting information:
Ultimately, if a student does not complete the verification process by the end of their enrollment period, they may be ineligible for financial aid. In some cases, the student may be eligible for a late disbursement after the term is over, or in cases where the student is no longer enrolled. Late disbursements may occur when a students’ verification has been completed, and ED has processed the FAFSA output document with an official Expected Family Contribution (EFC) while the student was still enrolled. Generally, a student ceases to be eligible for aid once the student has finished the term and is no longer enrolled.
For nonfederal tax filers and federal tax filers that have earned income we are required to collect copies of your W-2 Statements. If you are married, we also must collect W-2 Statements for your spouse or if you are Dependent on your FAFSA, we must collect W-2 Statements for your parent(s). If you have misplaced them, you can obtain a copy of your Wage and Income Transcript from the IRS at http://www.irs.gov/transcript.
For federal tax filers, we recommend that you utilize the IRS Data Retrieval Tool (DRT) process within your FAFSA on the Web. Alternately, if you are unable to utilize the IRS DRT, you may order a copy of your IRS Tax Return Transcript from the IRS at http://www.irs.gov/transcript or by calling the IRS toll free at 1-800-908-9946.
Instructions for transferring your federal IRS tax information into your FAFSA using the IRS Data Retrieval Tool within your FAFSA on the Web (FOTW):
For a 2014 federal tax filer who is a victim of identity theft, alternate federal tax documents will be required. When the IRS determines a tax filer has been a victim of identity theft the tax filer will be unable to use the IRS DRT or obtain a tax return transcript until the matter has been resolved with the IRS.
For Verification completed on or after July 7, 2015 the ID Theft Victim will provide the Office of Financial Aid with alternate federal tax documents, which include a copy of the Tax Return DataBase View (TRDBV) transcript, and a statement signed and dated by the tax filer, indicating that the tax filer was a victim of IRS tax-related indentity theft and that the IRS has been made aware of the tax-related identity theft.
For Verification completed prior to July 7, 2015 the ID Theft Victim must follow the process following, and documentation must be provided to the Office of Financial Aid for review. Identity theft victims must contact the IRS at 1-800-908-4490 in order to obtain a printout of the federal tax filer's 2014 IRS income tax return, which will be mailed by U.S. Postal Service to the tax filer by the IRS. In this case Linfield will be able to accept a signed copy of the 2014 federal tax return that was filed with the IRS, as well as a copy of the IRS Form 14039, Identity Theft Affidavit, if the form was submitted to the IRS. If the IRS did not require Form 14039 to be submitted, or did not submit the form, Linfield must collect a copy of the police report that was filed about the theft or a signed and dated statement that the federal tax filer was a victim of identity theft, that the IRS is investigating the matter, and whether the tax filer did not keep a copy or the IRS did not require Form 14039 to be submitted.
For a 2015 federal tax filer who is a victim of IRS-related identity theft you must contact the IRS’s Identity Protection Specialized Unit (IPSU) at 1-800-908-4490 to obtain a copy of your 2015 Tax Return Data Base View (TRDBV) transcript. You must submit a copy of your TRDBV and a statement signed and dated by you, the tax filer, indicating that you are a victim of IRS tax-related identity theft and that the IRS has been made aware of the tax-related identity theft.
For a 2014 federal tax filer who had to file an IRS 1040X form to amend their 2014 Federal IRS Tax Returns, you must submit a copy of your 2014 IRS Tax Return Transcript that includes information from the original return, and a signed copy of your amended IRS Form 1040X 2014 Tax Return that was filed with the IRS.
For a 2015 federal tax filer who had to file an IRS 1040X form to amend their 2015 Federal IRS Tax Returns, you must submit a copy of your 2015 IRS Tax Return Transcript that includes information from the original return, and a signed copy of your amended IRS Form 1040X 2015 Tax Return that was filed with the IRS.
For 2015 federal tax filers who file an extension of their 2015 Federal IRS Tax Returns, provide copies to the Office of Financial aid of your 2015 IRS Form 4868, as well as copies of your 2015 W-2 Statement(s), and if self-employed a signed statement of the amount of your 2015 Adjusted Gross Income (AGI).
Individuals who filed or will file a 2015 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, must either provide a 2015 tax transcript from their local taxing authority, which is free of charge, or a signed copy of 2015 tax return filed with their local taxing authority, because the 2015 tax transcript was not free of charge. For foreign tax returns not in U.S. dollars, you must convert the monetary amounts into U.S. dollars.
2015-2016 forms have been removed. Should you need a 2015-2016 form contact firstname.lastname@example.org to request them.
2016-2017 Household Resources Verification Worksheet - DEPENDENT
Obtain your Tax Return Transcript from the Internal Revenue Service (IRS) Online
Obtain your Verification of Non-filing Letter from the Internal Revenue Service (IRS)
Obtain your Wage and Income Transcript from the Internal Revenue Service (IRS)
(If you have misplaced copies of your W-2 Statement(s) and cannot obtain a
replacement from your employer.)
Adobe Acrobat Reader is required to view some of the forms above. Tips: Download and print the pdf forms. Fill them out completely. Don’t forget your signature.
Linfield College Office of Financial Aid Unit A484
900 SE Baker Street
McMinnville, OR 97128
FAX to 503-883-2486
E-mail to the Office of Financial Aid at: email@example.com