Verification

 

Verification is Required by the Department of Education

The Department of Education randomly selects at least 30% of all college students who submit a FAFSA for the verification process, and publishes the Federal Register outlining required documentation needed from students to compare the information reported on the FAFSA.

Westmoreland's Financial Aid office notifies students via Westmoreland email and/or the student portal if:

  • You are selected for verification
  • The Financial Aid office needs additional information
  • The Financial Aid office makes FAFSA corrections
  • Any award offer changes

Processing time increases significantly during peak periods (June, July and August). Processing time is typically 10 – 14 business days, but may exceed 14 business days during peak processing times.

2019-2020 Dependent and Independent Student Requirements

Verification Form

  • Select the appropriate form as indicated in your student portal. Access Missing Documents to identify forms needed, and complete the form electronically. If required, 'Verification of Identity and Educational Purpose' and 'Affidavit of Citizenship/Immigration Documentation Originality' forms must be printed, completed, and submitted to the Financial Aid office.

2017 Tax Return Transcript

  • Student and/or spouse, if married
  • Parent(s), if parental information was required when completing the FAFSA

2017 W-2s and/or 1099 Forms

  • Required if employed/worked but did not and will not file a 2017 tax return

Verification of Non-Filing

  • Independent students who indicate they were not required to file a 2017 tax return must request an IRS Verification of Non-Filing Letter from the IRS and submit to the Financial Aid Office.
  • Dependent students who did not file are not required to supply this letter for themselves.
  • Parents of dependent students who indicate they were not required to file a 2017 Tax Return must request an IRS Verification of Non-Filing Letter from the IRS and submit to the Financial Aid Office.
  • Verification of Non-filing Letter must be dated on or after October 1, 2018.

Other Documentation if Requested

IMPORTANT NOTE: Frequently check your Westmoreland email and MyWestmoreland student portal for notification of additional needed documentation.

IRS and the Verification of Income

If required, IRS tax information must be submitted to the Financial Aid Office.

Instructions for Requesting Tax Documents from IRS

  1. Log-in to your FAFSA
  2. Select “Make Corrections”
  3. Click on the “Financial” tab
  4. Select that you (or your parents) have “Already Completed” taxes
  5. Click the “View Options to Link to the IRS”
  6. Click “Link to IRS”
  7. Select “OK” at the prompts
  8. Complete by entering all information exactly as it appears on your tax return
  9. Click “Submit”
  10. Review the information for accuracy, then check the box next to “Transfer my Tax Information”
  11. Click “Transfer Now”
  12. Go to the end of your FAFSA and sign with your FSA ID
  13. Click “Submit”
  1. Go online to www.irs.gov
  2. Under the “Tools” selection, select “Get a tax transcript”
  3. Select “Get Transcript Online” to request a PDF copy of your Tax Return Transcript. If you are unable to use “Get Transcript Online”,  select “Get Transcript by Mail” to have your Tax Return Transcript mailed to you. Please note this option takes 5-10 business days to be mailed.
  4. Follow the prompts given to register a username
  5. Once registered, be sure to request your Tax Return Transcript

1. Go to www.irs.gov
2. Under the “Tools” selection, select “Get a tax transcript”
3. Select “Get Transcript Online” to request a PDF copy of your Wage and Income Transcript
4. If you are unable to use “Get Transcript Online”, select “Get Transcript by Mail” to have your Wage and Income
Transcript mailed to you. Please note this option takes 5-10 business days to be mailed.
5. Follow the prompts given to register a username
6. Once registered, be sure to request your Wage and Income Transcript

1. Go to www.irs.gov
2. Under the “Tools” selection, select “Get a tax transcript”
3. Select “Get Transcript Online” to request a PDF copy of your Verification of Non-Filing Letter.

If you are unable to use “Get Transcript Online”, select “Get Transcript by Mail” to have your Verification of Non-Filing Letter mailed to you. Please note this option takes 5-10 business days to be mailed.

If you are unable to use the “Get Transcript Online” and “Get Transcript by Mail”, you will need to complete and submit an IRS Form 4506-T to the IRS. Please check box 7 to request a Verification of Non-Filing Letter.


4. Follow the prompts given to register a username
5. Once registered, be sure to request your Verification of Non-Filing Letter

2017 Tax Filing Statuses

  • Married but Filed Separate 2017 Tax Returns OR Parents are Unmarried but Living Together
    • If you are married, but filed separate tax returns, the Financial Aid Office will need copies of both your and your spouse’s 2017 IRS Tax Return Transcripts.
    • If you were required to provide parent data when completing the FAFSA, and those parents filed separate returns, they must submit each of their 2017 IRS Tax Return Transcripts.
  • Amended Tax Return
    • If you filed an amended tax return, the Financial Aid Office will need a signed copy of the filed IRS Form 1040X and the original IRS Tax Return Transcript.
    • For 2019-2020, these requirements are loaded to a student's account if IRS data retrieval indicates an amendment was filed, regardless if a student's FAFSA was selected for verification.
  • Foreign Tax Return
    • If you filed a foreign tax return such as, but not limited to: Puerto Rico, the Virgin Islands, American Samoa, Guam, and the Commonwealth of the Northern Mariana Islands, the Financial Aid Office will need a signed copy of the Tax Return.
    • If you filed a foreign Tax Return from the Freely Associated States (Republic of the Marshall Islands, Republic of Palau and the Federated States of Micronesia), the Financial Aid Office will need a copy of the individual’s Wage and Tax Statement from each employer.