FAFSA验证过程

验证2023 - 24

关于FAFSA验证

Hardin-Simmons大学 Verification Policy

Each year the Central Processing System (CPS) of the U.S. 教育部选择一些免费申请联邦学生援助表格(fafsa)进行一个称为验证的过程.

If your FAFSA is selected for verification, 中文博彩平台(HSU)将需要从你那里收集额外的文件,以验证你在FAFSA上提供的一些信息. 例如, HSU may ask for additional information about your income, 你家里有多少人, the number of people attending college in your household and/or other information. 本页将告诉您,如果您的FAFSA被选中进行验证,将会发生什么.

选择和如何通知您

If you have been selected for verification of your FAFSA, the details listed below explain how to find, 完整的, and submit requested verification documents for the Summer, 秋天, 和春季2023-2024学期.

If your FAFSA is selected for verification, you will be notified as follows:

  1. When the Department of Education sends you the Student 援助 Report (SAR), it will include an asterisk (*) next to the Expected Family Contribution (EFC). 星号让您知道HSU将要求提供验证过程的文档.
  2. HSU will notify you by e-mail and via your student self-service portal. 一旦HSU收到选择用于验证的FAFSA,通知将立即开始. 通知将一直持续,直到您提交了验证所需的所有文件或提交截止日期已过.

的 notifications from HSU will include a link to the secure 校园逻辑学生表格 portal so that you may view information about required documentation. 的 校园逻辑学生表格 portal is the primary communication point for information about FAFSA verification. 在验证过程中经常访问该站点,以获取有关未完成文档的信息.

在您提交文件供审核后,您的帐户可能会显示冲突的信息. 如果发生这种情况, HSU将再次与您联系,要求您提供额外的文件,以解决信息冲突问题.

Dependent Students and 父母 Must Submit

  1. Dependent Student Verification Worksheet found on Campus Logic 学生形式
  2. 学生的2021 联邦纳税申报表 和/或 签署 IRS Tax Return, or successful IRS data transfer using the Data Retrieval Tool (DRT)
  3. 父母的2021 联邦纳税申报表 和/或 签署 IRS Tax Return, or a successful IRS data transfer us the DRT
  4. 所有W2s, 1099和支持的时间表.

独立的学生 

  1. Independent Student Verification Worksheet found on Campus Logic 学生形式
  2. 学生/配偶2021 联邦纳税申报表 和/或 签署 IRS Tax Return, or successful IRS data transfer using the Data Retrieval Tool (DRT)
  3. 所有W2s, 1099和支持的时间表.

非备案函的核实

如果家长或独立学生没有向IRS提交或不需要向IRS提交2021年纳税申报表,则需要IRS的非申报函验证. 要申请非备案信的验证,请按照下面的订单记录说明进行操作.

纠正FAFSA上的错误

的 financial aid specialist at HSU will verify all required elements, 进行必要的更改, and submit corrections to the federal central processors. 如果你的助学金被修改了,你会收到一封电子邮件和学生自助服务门户网站的通知.

Time Periods/Deadlines and Failure to Submit

机构审核截止日期和未提交文件的后果:

被选中进行验证的学生必须在奖励年度的5月1日之前提交所需的验证文件. 未能在机构截止日期前提交验证文件意味着学校无法支付FSEOG资金, 雇用或准许更多美国鱼类和野生动物管理局雇员, or originate or disburse any additional Direct 贷款 (subsidized, 未受资助的, 或者加上). In addition to forfeiting eligibility for FSEOG, 美国鱼类和野生动物管理局, and Direct 贷款 for the award year if this deadline is not met, 该学生还丧失了获得其他基于需求的援助(州和机构)的资格。.

Federal Deadline for Verification and Consequences of Not Submitting Documentation:

被选中进行验证的学生可以在学校截止日期后提交验证文件, but by the federal deadline to be considered for Pell funds. 的 federal deadline for the 2023-2024 award year is September 21, 2024, or 120 days after the students’ last day of enrollment, 以较早的为准. 如果学生没有在这额外的时间内提供验证文件, he or she forfeits their Pell Grant for the award year.

转介诈骗个案

学生和家长被告知,HSU必须并且将向监察长办公室(OIG)提交任何可信的信息,表明FSA申请人可能在FAFSA申请中从事欺诈或其他犯罪行为. Common misconduct includes false claims of independent status, 虚假的公民身份声明, 使用虚假身份, 伪造证明的签名, 虚报收入. Note that fraud is the intent to deceive as opposed to a mistake on an application.

Ordering IRS Transcripts and Other Tax Documents for Verification

的re are a few ways you can obtain IRS Federal Tax Transcripts and Information. Please review the options and instructions below:

的re are a few ways you can obtain IRS Federal Tax Transcripts and Information. Please review the options and instructions below:

在美国国税局网站上在线订购

要索取美国国税局纳税申报表或非申报信的验证,请访问 国税局的网站.

为了使用 在线获取成绩单 or 通过邮件获取成绩单 您必须能够提供以下选项:

  • 社会保险号
  • 出生日期
  • 的 filing status and mailing address from latest tax return
  • 访问您的电子邮件帐户
  • Your personal account number from a credit card, 抵押贷款, 房屋净值贷款, 房屋净值信用额度或汽车贷款
  • A mobile phone with your name on the account

传真或邮寄订购

To order transcript by fax or mail, fill out this form: 国税局4506 - t.

  • Complete lines 1a through 4, following the instructions on page 2 of the form.
  • Note that line 3 should be your most current address. It is the address where the IRS 非备案函的核实 will be sent, 如果第4行为空.
  • Line 5 is optional if you have a customer file number. 输入最多10个数字字符,以创建将显示在成绩单上的唯一客户文件编号. 的 customer file number should not contain an SSN.
  • On line 7, select the checkbox on the right-hand side for 核实未存档.
  • 第9行, 申请的年份或期间,则输入“12/31/2021” 2023-2024学年.
  • 的 non-filer must sign and date the form and enter their telephone number.
  • 将填妥的IRS表格4506-T邮寄或传真至表格第2页所列的适当地址或传真号码 所有其他成绩单图表.
  • 非申报者可以在国税局收到并处理他们签署的请求后的5到10天内收到他们的非申报核实信.

Use the Federal IRS Data Retrieval Tool (DRT)

  • In place of providing the 联邦纳税申报表, one option that may be available is the Federal IRS Data Retrieval Tool (DRT), 它可以让你从国税局直接下载联邦税务信息到FAFSA. 税务数据可通过DRT选项在向国税局电子提交和接受联邦纳税申报表后至少2-3周内获得. 使用这个选项可以减少财政援助办公室需要要求的文件数量.
  • 请注意:如果IRS DRT不能使用,如果需要验证文件, 可能需要从国税局获得一份正式的联邦纳税申报表. Please see the instructions on how to order official transcripts above.
  • 审查DRT指令

Students and parents filing an amended 2021 Tax Return must submit:

  1. 2021 IRS Tax Transcript or use Data Retrieval Tool (DRT)
  2. 签名的副本 国税局表格1040x是在国税局备案的

那些需要延期报税的人, must submit the following before and after the Extension deadline of October 15:

  • IRS表格4868, Application for Automatic Extension of Time to File U.S. 个人所得税申报表
  • 所有W2s的副本
  • If self-employed, a 签署 statement of 2021 Adjusted Gross Income and U.S. 已缴纳的所得税

All required documents should be provided as soon as they become available. 2021年以后报税, 提交您的纳税记录或您的联邦1040纳税申报表的签名副本进行核实. 未能满足的后果 确认的最后期限 仍然适用.

在某些情况下,受抚养学生的父母一方或双方或独立学生的配偶没有社会安全号码, an Individual Taxpayer Identification Number, 或雇主识别号码,因此无法从国税局获得未申报的验证. 在这些情况下,收入低于国税局申报门槛的个人必须向机构提交一份签名并注明日期的声明:

  1. Certifying that the individual(s) does not have a Social Security Number, an Individual Taxpayer Identification Number, or an Employer Identification Number; and
  2. Listing the sources and amounts of earnings, 其他收入, and resources that supported the individual(s) for the appropriate tax year; and
  3. 如果适用的话, 相应纳税年度收到的每个就业收入来源的美国国税局W-2表格副本或同等文件.

A transcript obtained from a government or a U.S. 领土或联邦或外国,包括所有税务申报人的收入和税务信息需要核实是可以接受的. 向外国税务机关申报的学生和家长必须提供其外国税务信息的签名副本. If a transcript is not available, a 签署 copy of the tax return may be accepted. 的 documents should be translated into English and converted into U.S. 适当的美元.

通过工作获得收入但不需要在其居住国提交纳税申报表的学生和家长, may submit a 签署 statement of earnings and income. 的 documents should be translated into English converted into U.S. 适当的美元.