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Verification Frequently Asked Questions June 8, 2016
2009–2016 by National Association of Student Financial Aid Administrators (NASFAA). All rights reserved. NASFAA has prepared this document for use only by personnel, licensees, and members. The information contained herein is protected by copyright. No part of this document may be reproduced, translated, or transmitted in any form or by any means, electronically or mechanically, without prior written permission from NASFAA. NASFAA SHALL NOT BE LIABLE FOR TECHNICAL OR EDITORIAL ERRORS OR OMISSIONS CONTAINED HEREIN; NOR FOR INCIDENTAL OR CONSEQUENTIAL DAMAGES RESULTING FROM THE FURNISHING, PERFORMANCE, OR USE OF THIS MATERIAL. This publication contains material related to the federal student aid programs under Title IV of the Higher Education Act and/or Title VII or Title VIII of the Public Health Service Act. While we believe that the information contained herein is accurate and factual, this publication has not been reviewed or approved by the U.S. Department of Education, the Department of Health and Human Services, or the Department of the Interior. The Free Application for Federal Student Aid (FAFSA ) is a registered trademark of the U.S. Department of Education. NASFAA reserves the right to revise this document and/or change product features or specifications without advance notice. June 2016
NASFAA’s 2015–16 Webinar Series Verification Frequently Asked Questions Presented June 8, 2016 National Association of Student Financial Aid Administrators NASFAA’s 2015–16 Webinar Series Verification Frequently Asked Questions June 8, 2016 Taken from AskRegs Introduction: NASFAA Staff David Futrell Knowledgebase & AskRegs Manager Eunice Powell Regulatory Specialist NASFAA Training and Regulatory Assistance Slide 2 2016 NASFAA Handouts For today’s handouts, click Handouts button at the bottom of your screen or visit Webinar Event Lobby Slide 3 2016 NASFAA 2016 NASFAA 1 Verification Frequently Asked Questions Webinar 6/8/2016
NASFAA’s 2015–16 Webinar Series Verification Frequently Asked Questions Presented June 8, 2016 Technical Assistance For technical assistance, click Help button at the bottom of your screen to view FAQs or contact webinars@nasfaa.org Slide 4 2016 NASFAA Technical Assistance: Sound REMINDER! Turn the Speaker Volume UP Please adjust the volume on your personal computer in order to better hear the presentation. Slide 5 2016 NASFAA Technical Assistance: View REMINDER! Presentation Panels Can Be Resized All the panels in the participant view can be sized and moved to customize viewing. Slide 6 2016 NASFAA Verification Frequently Asked Questions Webinar 6/8/2016 2 2016 NASFAA
NASFAA’s 2015–16 Webinar Series Verification Frequently Asked Questions Presented June 8, 2016 AskRegs Knowledgebase Searchable compilation of answers to financial aid administrators’ questions 2016 NASFAA Simple or Advanced Search Browse by Category Most Popular and Recently Updated Topics 2016 NASFAA Submit a Ticket 1. Choose Your Topic 3. Type Your Question 2. Choose Your Subtopic 4. Click Finish to Submit 2016 NASFAA 2016 NASFAA 3 Verification Frequently Asked Questions Webinar 6/8/2016
NASFAA’s 2015–16 Webinar Series Verification Frequently Asked Questions Presented June 8, 2016 Tax Filers 2016 NASFAA Why Are Some Individuals Not Allowed to Use the IRS Data Retrieval Tool? A. The marriage date is January 1, 2016 or later The first three digits of the Social Security B. Number are 666 C. The tax return was amended The person is married and filed as head of D. household E. All choices are possible 2016 NASFAA Explanation IRS Data Retrieval is not available in FAFSA on the Web (all apply to both students and parents unless otherwise noted): The person did not indicate on the FAFSA that the tax return has been completed The marriage date is January 1, 2016 or later The first three digits of the SSN are 666 The tax return was amended The person filed a non-U.S. tax return (e.g., Puerto Rico) The person is married and filed the tax return either as head of household or married but filing a separate return Neither married parent entered a valid SSN A non-married parent or both married parents entered all zeroes for the SSN 2016 NASFAA Verification Frequently Asked Questions Webinar 6/8/2016 4 2016 NASFAA
NASFAA’s 2015–16 Webinar Series Verification Frequently Asked Questions Presented June 8, 2016 Which Types of IRS Tax Return Transcript Line Item Amounts Do I Use to Complete Verification? A. “Gross” amounts B. “Verified” amounts C. “Recomputed” amounts D. “Per computer” amounts E. It depends on the line item 2016 NASFAA ED’s Revised FAFSA-Tax Transcript Matrix 2016 NASFAA ED’s Revised FAFSA-Tax Transcript Matrix Provides line items for 1040, 1040A, and 1040EZ Tax Return Transcripts corresponding to FAFSA questions Attached to 5/4/16 Electronic Announcement Use exact line items listed in the matrix If you want to know the meaning of other line items (e.g., “gross,” “verified,” or “recomputed” amounts), you will need to contact a tax expert or the IRS directly 2016 NASFAA 2016 NASFAA 5 Verification Frequently Asked Questions Webinar 6/8/2016
NASFAA’s 2015–16 Webinar Series Verification Frequently Asked Questions Presented June 8, 2016 Can Someone Who Owes Taxes Obtain a Tax Transcript? Yes But, time frames for obtaining it differ from those whose taxes are paid in full. 2016 NASFAA Tax Transcript Availability Information 2016 NASFAA Can We Complete Verification If The IRS Extension to File Taxes Has Expired and no Tax Return Has Been Filed? No 2016 NASFAA Verification Frequently Asked Questions Webinar 6/8/2016 6 2016 NASFAA
NASFAA’s 2015–16 Webinar Series Verification Frequently Asked Questions Presented June 8, 2016 Explanation According to the U.S. Department of Education (ED), you cannot complete verification based on an expired extension to file a tax return Must have either: – A valid, unexpired tax extension, documented by a copy of the IRS’s approval of an extension beyond the automatic six-month extension, along with the other tax extension alternative documentation; or – IRS Data Retrieval tax data or an acceptable tax transcript resulting from a filed tax return 2016 NASFAA Explanation continued If tax extension, school must complete verification using all of the following alternative documentation: Copy of IRS Form 4868, “Application for Automatic Extension of Time to File U.S. Individual Income Tax Return” for the tax year; If applicable, copy of the IRS’s unexpired approval of extension beyond automatic 6-month extension; Copy of tax filer’s IRS Form W–2 for each source of employment income received for the tax year; and If self-employed, a signed statement certifying the amount of AGI and taxes paid for the tax year 2016 NASFAA Explanation continued Verification is considered complete See 668.57(a)(3)(ii), (a)(4)(ii), and (a)(5) School cannot delay the disbursement of Title IV aid while waiting on tax return to be filed 2016 NASFAA 2016 NASFAA 7 Verification Frequently Asked Questions Webinar 6/8/2016
NASFAA’s 2015–16 Webinar Series Verification Frequently Asked Questions Presented June 8, 2016 Can a School Require a Tax Return Transcript After Completing Verification Using Alternative Documentation for a Tax Extension? Yes 2016 NASFAA Explanation School may choose to have a policy to require a Tax Return Transcript or IRS Data Retrieval after a tax return is filed If the school requires this: – Can set an institutional deadline – Must re-verify the student when received Cannot be required for certain active duty See verification Program Integrity Q&A— DOC-Q16/A16 2016 NASFAA Explanation continued If required documentation is not submitted by school’s established deadline: – Any subsidized Title IV aid received for award year must be returned by student (not school) – No additional subsidized aid may be disbursed – Student may keep any unsubsidized aid ED policy on returning funds may be changing, so stay tuned to Today’s News 2016 NASFAA Verification Frequently Asked Questions Webinar 6/8/2016 8 2016 NASFAA
NASFAA’s 2015–16 Webinar Series Verification Frequently Asked Questions Presented June 8, 2016 Which of the Following Can Be Used to Complete Verification for a Victim of IRS-Related Identity Theft? A. Tax Return DataBase View transcript B. Copy of a tax return C. Signed statement indicating identity theft victim D. A and C only E. A, B, and C 2016 NASFAA Explanation For verifications completed after 7/7/15, victim of IRS-related identity theft must provide: – Tax Return DataBase View (TRDBV) transcript from the IRS; and – Statement signed and dated by the tax filer indicating he or she is a victim of IRS tax-related identity theft and the IRS has been made aware of the tax-related identity theft Copy of tax return is no longer acceptable 2016 NASFAA Explanation continued Per IRS Identity Protection Specialized Unit (IPSU), a newly initiated identity theft case may take up to 180 days for processing Could be that long until the individual can file a tax return Until processed, TRDBV is not available Must wait to complete verification Paper tax return is not acceptable 2016 NASFAA 2016 NASFAA 9 Verification Frequently Asked Questions Webinar 6/8/2016
NASFAA’s 2015–16 Webinar Series Verification Frequently Asked Questions Presented June 8, 2016 Are W-2s Required for Both Tax Filers and Nontax Filers in the V6 Verification Tracking Group? Yes 2016 NASFAA Explanation For V6, tax filers and nontax filers are required to provide copies of W-2s from each employer for the tax year being verified Required even if IRS Data Retrieval Tool was used If no W–2s, can accept as alternative: – Signed statement listing sources and amounts of untaxed income received during the tax year – IRS Wage and Income Transcript 2016 NASFAA Is It Conflicting Information If the Reported Earned Income Does Not Equal the Amounts for Lines 7, 12, and 18 on the Tax Transcript? Yes 2016 NASFAA Verification Frequently Asked Questions Webinar 6/8/2016 10 2016 NASFAA
NASFAA’s 2015–16 Webinar Series Verification Frequently Asked Questions Presented June 8, 2016 Explanation Yes, even if only required to verify AGI for the tax filer – Includes Tracking Groups, V1, V5, and V6 Need to request W-2s May also need: – Schedule C (business income) – Schedule F (farm income) – Signed statement 2016 NASFAA Untaxed Income 2016 NASFAA Tax-Deferred/Untaxed Pension Amounts Are Included In the IRS Data Retrieval Process. True 2016 NASFAA 2016 NASFAA 11 Verification Frequently Asked Questions Webinar 6/8/2016
NASFAA’s 2015–16 Webinar Series Verification Frequently Asked Questions Presented June 8, 2016 Explanation Untaxed pension or annuity amount is line 16a minus 16b on the IRS 1040 and line 12a minus 12b on the IRS 1040A Amount does not need to be separately verified as long as the ISIR IRS Request Flag remains an “02” (meaning data was transferred from IRS and has not been changed by the applicant) – In this case, the data element is considered to already be verified – Otherwise, it must be verified using an IRS Tax Return Transcript (or acceptable alternative tax transcript) 2016 NASFAA Do We Count Disability Income as Untaxed Income? It depends 2016 NASFAA Explanation Exclude all untaxed Social Security benefits, including untaxed Supplemental Security Income (SSI/Social Security disability benefits) Include all taxable Social Security benefits (SSI/disability or otherwise) Non-SSI state disability income is included as untaxed income 2016 NASFAA Verification Frequently Asked Questions Webinar 6/8/2016 12 2016 NASFAA
NASFAA’s 2015–16 Webinar Series Verification Frequently Asked Questions Presented June 8, 2016 Household Size & Number in College 2016 NASFAA Scenario The FAFSA was filed using only the father’s information because the parents are divorced and the student lived with the father. The application is selected for verification. After the FAFSA was filed and before verification, the father dies. The student’s other biological parent (mother) is willing to help with this situation, but she is not on the FAFSA. 2016 NASFAA To Complete Verification, Should We Switch Parents If the Only Parent on the FAFSA Dies After the FAFSA is Filed? No 2016 NASFAA 2016 NASFAA 13 Verification Frequently Asked Questions Webinar 6/8/2016
NASFAA’s 2015–16 Webinar Series Verification Frequently Asked Questions Presented June 8, 2016 Explanation 34 CFR 668.54(b) does not mention a verification exclusion due to the death of a parent; page AVG-81 of the 2016-17 FSA Handbook does Exclusion applies only to the parent or parents whose information is required on the FAFSA – If only one parent is on the FAFSA, only that parent needs to be deceased to be excluded from verification – If both parents are on the FAFSA, both parents need to be deceased to be excluded from verification – Student’s data must still be verified 2016 NASFAA Explanation continued ED encourages school to complete verification for the parent listed on the FAFSA if anyone else has access to documentation or power of attorney – If so, cash support from other parent is untaxed income Do not switch parents until following award year Could use professional judgment (PJ) to include mother’s income and assets on current year FAFSA, while father remains parent of record Guidance also applies to mentally incapacitated parent(s) 2016 NASFAA Scenario A member of the dependent student’s household size is over 25 and has applied and received financial aid at another college as an independent student. The parent claims they still provide more than half of the sibling’s support even though she is receiving aid as an independent student. 2016 NASFAA Verification Frequently Asked Questions Webinar 6/8/2016 14 2016 NASFAA
NASFAA’s 2015–16 Webinar Series Verification Frequently Asked Questions Presented June 8, 2016 Can an Independent Student be Included in the Dependent Student’s Household Size? Yes 2016 NASFAA Explanation Should include parents’ other children if either: – Parents will provide more than half of sibling’s support between July 1 through June 30 of award year covered by FAFSA; or – Sibling can answer “no” to all FAFSA dependency status questions Should also include the sibling in number in college if enrolled at least half time in an eligible program at an eligible institution during the award year, even if independent student at the other school 2016 NASFAA Should an Incarcerated Parent’s Information Be Reported on the FAFSA? Yes 2016 NASFAA 2016 NASFAA 15 Verification Frequently Asked Questions Webinar 6/8/2016
NASFAA’s 2015–16 Webinar Series Verification Frequently Asked Questions Presented June 8, 2016 Explanation If the student’s parents are married, both parents are included on the FAFSA and in the household size even if they do not currently live together Includes situations where one parent is incarcerated Could exercise PJ to remove the father from household size, if you believe it would be appropriate 2016 NASFAA Scenario The independent student filed her FAFSA and listed her sister as a member of her household. The student indicated that her sister lives with her and that she provided more than half of her sister’s support throughout the award year. As such, the student also claimed her sister as an exemption on her tax return. The mother also lives in the household, but the student does not support her. We completed verification and confirmed 2 in the household and 1 in college. The student’s sister is also enrolled in our college. She filed her FAFSA as a dependent student and listed her mother and herself in the household size with 1 in college. The student’s sister was not selected for verification, but we confirmed that the mother did not claim the student’s sister on her tax return. 2016 NASFAA Can a Dependent Student Be Included in a Parent’s and an Independent Sibling’s Household Size During the Same Award Year? Yes 2016 NASFAA Verification Frequently Asked Questions Webinar 6/8/2016 16 2016 NASFAA
NASFAA’s 2015–16 Webinar Series Verification Frequently Asked Questions Presented June 8, 2016 Explanation Both students have filed their respective FAFSAs correctly Under the statutory definition of family size in section 480(l) of the Higher Education Act (HEA), the independent student includes her dependent sibling in her household size because she provides more than half of her sibling’s support throughout the award year covered by the FAFSA 2016 NASFAA Explanation continued Under HEA, the dependent student is required to provide her parent’s information on her own FAFSA, even though her parent is not providing more than half of her support Dependent student would still be required to report on her FAFSA any cash support she received from her independent sibling during the prior year (base year) PJ would not be appropriate in either case 2016 NASFAA Scenario Two unmarried students at our institution have a child and both wish to be considered independent. They live together in an apartment of their own. The mother of the child does not work. The father of the child works and supports the two of them. The students are 18 and 19 years of age. 2016 NASFAA 2016 NASFAA 17 Verification Frequently Asked Questions Webinar 6/8/2016
NASFAA’s 2015–16 Webinar Series Verification Frequently Asked Questions Presented June 8, 2016 Can Two Unmarried Students with a Child Living Together Both Be Independent? No 2016 NASFAA Explanation Both unmarried students who are living together cannot be independent solely on the basis of having a dependent child One student must provide more than half of the child’s support; the other cannot by definition Other parent is dependent and must provide parent information on his or her FAFSA Father is independent; mother is dependent 2016 NASFAA Scenario A student has a child with another student (father of the child). Both attend our university. They live separately. The mother of the child does not work, but receives child support from the other student (child’s father). She wants to be considered an independent student based on the fact that she believes she has enough income from the child support to provide more than half of the child’s support, and the child lives with her. The child’s father also wants to claim the child as a dependent because he pays the child support. 2016 NASFAA Verification Frequently Asked Questions Webinar 6/8/2016 18 2016 NASFAA
NASFAA’s 2015–16 Webinar Series Verification Frequently Asked Questions Presented June 8, 2016 Can Two Students Be Independent Based on the Same Child if Not Living Together and One Parent Is Paying Child Support? Yes, it’s possible in this very limited scenario 2016 NASFAA Explanation Need to determine if support from either student amounts to more than half of the total support Child’s father is paying child support, so he can claim more than half support Mother can claim she is providing more than half support based on child support received Both are independent and can claim the child in their household size See page AVG-27 of the 2016-17 FSA Handbook 2016 NASFAA High School Diploma & Identity/Statement of Educational Purpose 2016 NASFAA 2016 NASFAA 19 Verification Frequently Asked Questions Webinar 6/8/2016
NASFAA’s 2015–16 Webinar Series Verification Frequently Asked Questions Presented June 8, 2016 Does the Unsubsidized Aid Verification Exclusion Apply to High School Completion and Identity/Statement of Educational Purpose? Yes 2016 NASFAA Explanation If eligible for only unsubsidized, non-need-based student financial assistance, the student satisfies the verification exclusion in 668.54(b)(1)(iii) School is not required to verify student’s application (including high school completion or identity/Statement of Educational Purpose) ED strongly recommends that schools verify high school completion and identity/Statement See ED Program Integrity Q&A DOC-Q18/A18 2016 NASFAA Tax Filing Status 2016 NASFAA Verification Frequently Asked Questions Webinar 6/8/2016 20 2016 NASFAA
NASFAA’s 2015–16 Webinar Series Verification Frequently Asked Questions Presented June 8, 2016 Are Schools Required to Collect a Tax Transcript for An Applicant Indicating “Will File” on the FAFSA but Not Selected for Verification? No 2016 NASFAA Explanation Tax transcripts are not required for applicants who file their initial FAFSAs using estimated tax information but do not update their applications once tax returns are filed Not conflicting information by itself School always has option to select such applicants for institutional verification 2016 NASFAA Is an Undocumented Individual Required to File a Tax Return to Complete Verification? Yes 2016 NASFAA 2016 NASFAA 21 Verification Frequently Asked Questions Webinar 6/8/2016
NASFAA’s 2015–16 Webinar Series Verification Frequently Asked Questions Presented June 8, 2016 Explanation Undocumented status does not exempt anyone from the requirement to file taxes Individual without a Social Security Number can apply for an individual taxpayer identification number (ITIN) from IRS to file If the individual meets tax filing status minimums in IRS Publication 17, must file a tax return and obtain a Tax Return Transcript to complete verification 2016 NASFAA Can a Married Parent File Taxes as Head of Household? Maybe If a married individual living apart from his or her spouse meets certain conditions, he or she would be considered unmarried for tax purposes and eligible to file as head of household. 2016 NASFAA What is “unmarried” for tax purposes? The tax filer files a separate return; The tax filer paid more than half the costs of “keeping up a home” for the tax year; The tax filer’s spouse did not live in the tax filer’s home during the last six months of the tax year; The tax filer’s home was the main home of his or her child, stepchild, adopted child, or foster child for more than half the tax year; and The tax filer is able to claim an exemption for the child 2016 NASFAA Verification Frequently Asked Questions Webinar 6/8/2016 22 2016 NASFAA
NASFAA’s 2015–16 Webinar Series Verification Frequently Asked Questions Presented June 8, 2016 IRS Publication 17 for more information 2016 NASFAA Can an Individual Who Fled an Abusive Marriage But Who Is Still Married File Taxes as Single? No, but 2016 NASFAA Explanation Per IRS Publication 17, you are considered married for the whole year if, on the last day of your tax year, you and your spouse meet any one of the following tests: You are married and living together as a married couple; You are living together in a common law marriage recognized in the state where you now live or in the state where the common law marriage began; You are married and living apart, but not legally separated under a decree of divorce or separate maintenance; or You are separated under an interlocutory (not final) decree of divorce 2016 NASFAA 2016 NASFAA 23 Verification Frequently Asked Questions Webinar 6/8/2016
NASFAA’s 2015–16 Webinar Series Verification Frequently Asked Questions Presented June 8, 2016 Explanation continued Must file as either “married filing separately” or as “head of household” Will need to require individual to file an amended tax return to complete verification with alternative documentation for amended tax filers Same guidance applies to married individuals when spouse lives out of the country 2016 NASFAA Verification & Professional Judgment 2016 NASFAA Scenario A student indicated that she was separated on her FAFSA. She was selected for verification and stated that initially she had filed her tax return as “married filing separately.” Now she has reconciled with her husband and together they have filed an amended tax return to reflect a filing status of “married filing jointly.” 2016 NASFAA Verification Frequently Asked Questions Webinar 6/8/2016 24 2016 NASFAA
NASFAA’s 2015–16 Webinar Series Verification Frequently Asked Questions Presented June 8, 2016 Can We Update an Independent Student’s Marital Status After the FAFSA Was Filed? Generally no, but 2016 NASFAA Explanation Financial aid administrator may use PJ to update the student’s marital status if he or she believes it addresses an inequity or provides a more accurate depiction of the student’s ability to pay for his or her educational expenses Decision must be made on a case-by-case basis and it must be documented in student’s file Must also update all other pertinent information, such as spousal income and taxes paid 2016 NASFAA Explanation continued Cannot update the marital status of an already independent student whose dependency status has not changed because of the marriage or divorce and who was not selected for verification – In such a case you must select the student for verification if you want to exercise PJ to update the student’s marital status and all other associated information 2016 NASFAA 2016 NASFAA 25 Verification Frequently Asked Questions Webinar 6/8/2016
NASFAA’s 2015–16 Webinar Series Verification Frequently Asked Questions Presented June 8, 2016 Scenario The FAFSA was completed while the parents were still married in January, but the parents separated and divorced in February prior to verification. The student was selected for verification (including household size and number in college). 2016 NASFAA Can a Dependent Student’s Parent Change Marital Status After the FAFSA is Filed and Before Verification? No 2016 NASFAA Explanation The parents cannot update their marital status or income and asset data after the FAFSA is filed However, because the application was selected for verification (by CPS or school), you must update the parent’s household size and number in college (but not parent marital status, income, or assets) to be correct at the time verification is completed [668.55(b)(1)] Financial aid administrator could then choose to use PJ to adjust parent income and assets only 2016 NASFAA Verification Frequently Asked Questions Webinar 6/8/2016 26 2016 NASFAA
NASFAA’s 2015–16 Webinar Series Verification Frequently Asked Questions Presented June 8, 2016 Do We Have to Wait for the Verified Transaction to Come Back Before Exercising Professional Judgment? Yes, except 2016 NASFAA Explanation IVQ-Q3/A3 on ED's Program Integrity Q&A website: Verification is required before PJ when student’s FAFSA is selected by ED or the school Exception in UPD-Q4/A4: If a financial aid administrator uses PJ to adjust the student’s marital status to address an inequity or to better reflect ability to pay, it should change the student’s marital status and other relevant data first and then complete verification of the updated application with spouse or parent information 2016 NASFAA 2017-18 Verification 2016 NASFAA 2016 NASFAA 27 Verification Frequently Asked Questions Webinar 6/8/2016
NASFAA’s 2015–16 Webinar Series Verification Frequently Asked Questions Presented June 8, 2016 Will a School Be Required to Verify All Students Whose Application Data Differ Between 2016-17 and 2017-18? No 2016 NASFAA Explanation For 2017-18, Central Processing System (CPS) will perform an automatic review when there is also a 2016-17 FAFSA on file CPS will flag for school to resolve only those 201718 ISIRs where any potential conflict would have a significant impact on the student’s 2017-18 EFC Dear Colleague Letter on further resolution is forthcoming School could choose to have a policy to select others for institutional verification 2016 NASFAA Will a School Be Required to Verify Other Untaxed Income From Verification Tracking Group V6 for the 2017-18 Award Year? No 2016 NASFAA Verification Frequently Asked Questions Webinar 6/8/2016 28 2016 NASFAA
NASFAA’s 2015–16 Webinar Series Verification Frequently Asked Questions Presented June 8, 2016 Explanation Verification Tracking Group V6 will not be required in 2017-18 – School may opt to verify applicants with very low income compared to household size See GEN-16-07 and 4/1/16 Federal Register Still must verify untaxed IRA distributions, pensions, interest, and IRA deductions and payments (from tax transcript) if selected tax filer in V1 or V5 2016 NASFAA If We Verified Income Information for a Tax Filer or a Nontax Filer in 2016-17, Do We Need to Collect That Same Documentation Again for 2017-18? No, except 2016 NASFAA Explanation If verified for 2016-17, the same documentation may be used to satisfy 2017-18 verification if that documentation meets 2017-18 documentation requirements Do not need to collect documentation again for a tax filer: – Adjusted gross income (AGI) – U.S. income tax paid – Untaxed portions of IRA distributions – Untaxed portions of pensions – IRA deductions and payments – Tax exempt interest income – Education tax credits 2016 NASFAA 2016 NASFAA 29 Verification Frequently Asked Questions Webinar 6/8/2016
NASFAA’s 2015–16 Webinar Series Verification Frequently Asked Questions Presented June 8, 2016 Explanation continued For 2017-18: Do not need to collect documentation again for nontax filers: – W-2 for each source of employment – Signed statement indicating tax return was not filed and listing amounts and sources of earned income – IRS Verification of Non-filing Letter if it was collected for 2016-17 and dated on or after 10/1/16 Do need to collect IRS Verification of Non-filing Letter if it was not c
NASFAA's 2015-16 Webinar Series Verification Frequently Asked Questions Presented June 8, 2016 Searchable compilation of answers to financial aid administrators' questions
Resources (CUPA-HR) for the use of its annual report survey data and to CUPA-HR staff members Adam Pritchard, PhD and Jacqueline Bichsel, PhD for providing the aggregated data. For further information on the 2021 NASFAA Benchmarking Salary Update Brief, contact NASFAA's Research Department at 202.785.7284 or research@nasfaa.org.
Salary Survey Respondents by Institutional Type & Control Institutional Type & Control Number of Respondents % of Total 2-Year Public 817 21.8% 2-Year Private 65 1.7% Graduate/Professional 212 5.7% Proprietary 200 5.3% Source: 2003 NASFAA Salary Survey, October 2003. NASFAA 8
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