If you have been selected for the process of Verification this means the federal government is requesting that we compare the information you submitted on your FAFSA with specific required documentation you submit to Linfield's Office of Financial Aid. Our office will be notified from the federal government as to which FAFSA information we are required to verify on your behalf. You will be notified from our office beginning with a missing information letter mailed via USPS, and an email to your Linfield email address as to which documents are required to be submitted to our office. Students will receive automatic reminders to their Linfield email. Dependent students required to report parent information on their FAFSA must provide information for themselves, and their parent(s). Married students are required to provide information about themselves as well as their spouse’s information. View Linfield Financial Aid Forms on our Financial Aid Menu. You will need to download and print these PDF forms required. Adobe Acrobat Reader is required to view them. Fill them out completely and don’t forget your signature and submit them to the Office of Financial Aid at Linfield. The Office of Financial Aid will verify the accuracy of the completed FAFSA with the required documentation, 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. 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:
- Adjusted gross income (AGI)
- U.S. income tax paid
- Education credits
- Untaxed portions of IRA distributions
- Untaxed portions of pensions
- IRA deductions and payments
- Tax exempt interest income
- Income earned from work
- Number of household members
- Number in college
- Supplemental Nutrition Assistance Program (SNAP, formerly food stamps)
- Child support paid
- High school completion status
- Identity/statement of educational purpose
- Other untaxed income:
- Payments to tax-deferred pension and savings
- Child support received
- Housing, food and other living allowances paid to members of the military, clergy and others
- Veterans noneducation benefits
- Other untaxed income
- Money received or paid on the student’s behalf
For 2014 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 obtain a copy of your 2014 IRS Tax Return Transcript PDF from the IRS at http://www.irs.gov/transcript. Another method to obtain your IRS Tax Return Transcript is to call the IRS toll free at 1-800-908-9946 to order one to be mailed to you. Visit the IRS for other federal tax forms. Individuals who filed or will file a 2014 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 provide a signed copy of that 2014 income tax return(s) and convert monetary amounts into U.S. dollars as appropriate.
For 2014 nonfederal tax filers and 2014 federal tax filers that have earned income we are required to collect copies of your 2014 W-2 Statements. If the student is married, we also must collect 2014 W-2 Statements for your spouse, or if you are Dependent on your FAFSA, we must collect 2014 W-2 Statements for your parent(s). If you have misplaced your 2014 W-2 Statements, you can obtain a PDF of your Wage and Income Transcript from the IRS at http://www.irs.gov/transcript. Federal tax filers that have business income may have to submit a copy of their 2014 Schedule C. Federal tax filers that have a Schedule K-1 may have to submit a copy of their 2014 IRS Form 1065.
Instructions for transferring your 2014 federal IRS tax information into your FAFSA using the IRS Data Retrieval Tool within your FAFSA on the Web (FOTW):
- Login to FOTW at www.fafsa.gov
- Once you are in your FOTW, select that you are making corrections – “Make FAFSA Corrections”
- Navigate to the “Financial Information” tab, as you will want to correct the FAFSA question regarding your IRS income tax completion from “I will file...” to “I have already completed my return” and by changing your answer FOTW will initiate the IRS Data Retrieval Tool process for you to complete
- Follow the instructions provided within FOTW and the IRS sites. You can choose to transfer your information into the FAFSA, if you’re eligible to do so, once you have provided the IRS with your tax filing status and address and the IRS matches your information up with their records
- After you complete the IRS Data Retrieval steps within the IRS, navigate back into your FOTW and review the corrections you are about to submit to the federal processor
- Sign your FOTW with your Federal Student Aid (FSA) ID and Password, and submit the corrections. Be sure to receive your confirmation number for your records
- Your corrections will be electronically submitted to Linfield, if you have provided Linfield’s federal school code of 003198 on your FAFSA
The Office of Financial Aid is required to make corrections to inaccurate information discovered through the Verification process and to use the verified information in determining a student's eligibility for financial aid. Corrections will be electronically submitted to the federal processor by Linfield on the student's behalf, and the student will receive an updated FAFSA. Corrections to a student's aid application may cause a change in eligibility and result in a revised award notification.
Continuing students are to submit their Verification documents into the Office of Financial Aid by May 1. Offers of financial aid will not be finalized nor will any funds be disbursed to your student account if Verification is required but incomplete. Failure to complete Verification may also result in the cancellation of your financial aid.
Victims of Identity Theft
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 identity 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.
Forms you may need:
If you are a current student you may locate your financial aid forms below or on our Financial Aid Forms page:
Federal Tax Forms
Consent for Release Form (FERPA) within WebAdvisor
|2015-2016 Household Resources Verification Worksheet - Dependent||
|2015-2016 Household Resources Verification Worksheet - Independent||
|2015-2016 Asset Form - Dependent||
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
Questions? E-mail Financial Aid at: email@example.com or call 503.883.2225