If you have been selected for the process of Verification this means the federal government is requiring that we compare specific information you submitted on your FAFSA with specific required documentation you submit to the Linfield Office of Financial Aid to ensure accuracy. Our office will be notified from the federal government as to which FAFSA information we are required to verify on your behalf.
Our office will notify you, as to which documents are required to be submitted to our office. Initially you will receive a letter sent to you via USPS and an email for continuing students to their Linfield email, and then subsequently you will receive only email reminders to your 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
- High school completion status
- Identity/statement of educational purpose
- Other untaxed income:
- Payments to tax-deferred pension and savings
2017-2018 Verification for Tax Filers and Nontax Filers
For 2015 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 2015 IRS Tax Return Transcript by ordering online from the IRS at http://www.irs.gov/transcript. Another method to obtain your 2015 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 such as IRS 4506-T. On March 30, 2017 the US Department of Education sent out a press release update stating that the IRS Data Retrieval Tool (DRT) is disabled until the next FAFSA cycle. On April 24, 2017 the US Department of Education provided guidance that provides relief due to the IRS DRT being disabled until the next FAFSA cycle. For US tax filers who are unable to utilize the IRS DRT, and unable to obtain a copy of their 2015 IRS TRT, we can now accept a signed copy of 2015 IRS Form 1040, 1040A, or 1040EZ.
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.
For 2015 nonfederal tax filers and 2015 federal tax filers that have earned income we are required to collect copies of your 2015 W-2 Statements. If the student is married, we also must collect 2015 W-2 Statements for your spouse, or if you are Dependent on your FAFSA, we must collect 2015 W-2 Statements for your parent(s). If you have misplaced your 2015 W-2 Statements, you can order a copy 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 2015 Schedule C. Federal tax filers that have a Schedule K-1 may have to submit a copy of their 2015 IRS Form 1065, and farm income may have to submit a copy of their 2015 Schedule F.
For 2015 nonfederal tax filers we must receive a copy of proof from the IRS, Verification of Non-filing Letter, that you did not file a return in 2015. Complete IRS Form 4506-T or 4506T-EZ, mark box 7, to obtain this letter to provide to the Office of Financial Aid. Due to the relief offered beginning April 24, 2017, 2015 nonfederal tax filers can submit a signed statement certifying that they are not required to file a 2015 federal income tax return and list of the sources of any 2015 income earned by the individual from work and the amount of each source; and submit a copy of all IRS Form W-2, or an equivalent document, for each source of 2015 employment income received by the individual.
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, 2017. 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 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.
Amended Federal Tax Returns
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.
Federal Tax Return Extensions
For 2015 federal tax filers who file an extension of their 2015 Federal IRS Tax Returns, we must receive copies of their 2015 IRS 4868, "Application for Automatic Extension of Time to File form", filed with the IRS, as well as copies of all 2015 W-2 Statement(s), and if self-employed a signed statement certifying the amount of the individual’s Adjusted Gross Income (AGI) and the U.S. income tax paid for tax year 2015, and a copy of the IRS approval of an extension beyond the automatic 6-month extension letter, and a copy of confirmation of IRS Verification of Non-Filing Letter, which can be obtained from the IRS by completing IRS Form 4506-T and checking box 7.
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
2017-2018 Academic Year Verification Forms:
|2017-2018 Verification Worksheet - Dependent|
|2017-2018 Verification Worksheet - Independent|
|2017-2018 Asset Form - Dependent|
|2017-2018 Asset Form - Independent|
|To order confirmation of Verification of Non-Filing Letter from the IRS, for 2015 nontax filers||External Link|
|To order 2015 Tax Return Transcript from IRS online||External Link|
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