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Verification Process

Verification is a process to confirm the information you provided on the FAFSA (Free Application for Federal Student Aid). The U.S. Department of Education selects students for the verification process. However, Texas State University reserves the right to require students to submit additional information for selected conditions. Your selection for verification may be based on random or federal sampling or because your FAFSA data was incomplete, estimated or inconsistent. 

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Required Documentation

If you are selected for verification, we will send an email to you letting you know you have unsatisfied requirements. We are required to ask you to provide documentation to confirm the information on your FAFSA. You can see any unsatisfied requirements on Texas State Self-Service.

If we request a copy of your tax return transcript (or your parent's tax return transcript), you must import the data to your FAFSA through the IRS Data Retrieval Tool (IRS DRT) or request an IRS Tax Return Transcript, which can be obtained free of charge from the IRS. Please be certain you request the Return Transcript and not the Account Transcript. We are unable to accept IRS 1040 forms.

Please note that corrections made on documents using correction fluid or correction tape (such as White Out) are not permissible on any financial aid forms. If any financial aid form is submitted with correction fluid or correction tape, the form will be considered incomplete and you will be asked to complete and submit a new form. The proper way to correct errors on financial aid documents is as follows: 1) draw a single line through the error; 2) initial the correction; 3) write the date next to your initials; and 4) write the correct information. If the errors are extensive, it is recommended that in lieu of making multiple corrections you complete a new form.

Verification Deadlines

When you are selected for verification, you must submit the requested verification documentation by the appropriate deadline. If you do not submit your verification documentation by the appropriate deadline, you will become ineligible for financial aid.

We will process verification documentation in the order received. However, the verification review process can take up to 3 weeks to complete during peak seasons. Delays in your filing the FAFSA and submitting verification documentation will delay the processing of your financial aid. You may need to make arrangements to cover your educational expenses out-of-pocket until your financial aid is processed.

2016-2017
Verification Document Submission Deadlines
FAFSA Attendance Deadline
2016-2017 Fall semester only April 15, 2017
2016-2017 Fall and/or spring semesters September 7, 2017
2016-2017 Fall, spring and/or summer semesters September 7, 2017
2017-2018
Verification Document Submission Deadlines
FAFSA Attendance Deadline
2017-2018 Fall semester only November 1, 2017
2017-2018 Fall and/or spring semesters March 1, 2018
2017-2018 Fall, spring and/or summer semesters July 15, 2018

*Please submit the required documents well before the listed deadline to ensure you can be awarded the maximum aid for which you are eligible. If you submit the required documentation after the listed deadline, your eligibility may be limited or you may be ineligible for financial aid.

Selection After Receiving Aid

The Department of Education can select you for verification or request additional documentation at any time; including after you have received financial aid. If you are selected for verification or asked to submit additional documents after receiving financial aid, we will notify you of the documentation required. Until such documentation is received, and the data are determined to match your FAFSA, any federal grants you may have received (e.g., Pell Grant) will be pulled from your student account with Student Business Services. If you do not submit the requested documentation by the appropriate deadline (see Verification Deadlines above), you will become ineligible for any future pending financial aid disbursements as well as federal grant and TEXAS Grant funds you have already received.

After Verification is Complete

If the data reported on your FAFSA are confirmed, we will determine your aid eligibility and notify you via email of your awards listed on Texas State Self-Service. If we find differences between the data reported on your FAFSA and the verification information you submitted, we will make corrections to your FAFSA before determining your aid eligibility. Unless you are advised by our office, we strongly encourage you NOT to make any FAFSA corrections during the verification process as this action may cause additional delays in the awarding of your financial aid.

If the verification process is completed after you were initially awarded or received financial aid, your financial aid eligibility may change as a result of changes to your FAFSA. You may also be required to repay financial aid that was previously awarded to you. We will notify you of any changes to your aid via your Texas State email account.

Submitting Tax Information

Request an IRS Tax Return Transcript By Phone

Request an IRS Tax Return Transcript By Mail

Request an IRS Tax Return Transcript Online

Request an IRS Verification of Non-Filing Letter by Mail

Request an IRS Verification of Non-Filing Letter Online

 

Request an IRS Tax Transcript by Phone

  1. Call the IRS at 1-800-908-9946.
  2. Follow the prompts to enter the tax filer's (for joint tax return use the primary tax filer's) Social Security number and the number of the street address that was listed on the latest tax return filed.  However, if you have since changed your address through the U.S. Postal Service, the IRS may have already updated the address on file. If so, use the updated address.
  3. Select Option 2 to request an IRS tax return transcript and then enter the appropriate year.
  4. If successfully validated, tax filers can expect to receive a paper IRS tax return transcript at the address that was used in their telephone request within 5 to 10 days from the time the IRS receives the request.
  5. IRS tax return transcripts requested by telephone cannot be sent directly to a third party (i.e. Texas State) by the IRS.
  6. When you receive the IRS tax return transcript, please submit it to our office with your Texas State ID number included.

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Request an IRS Tax Return Transcript by Mail

  1. Visit the IRS Website.
  2. Under the Tools section of the homepage click Get a Tax Transcript .
  3. Click Get Transcript by Mail.
  4. Enter the tax filer's (for joint tax return filers use the primary tax filer's) Social Security number, date of birth, street address, and zip or postal code.
  5. Enter your address exactly as it appears on your tax return. However, if you have since changed your address through the U.S. Postal Service, the IRS may have already updated the address on file.  If so, use the updated address.
  6. Click Continue.
  7. In the Type of Transcript field, select Return Transcript and enter the tax year requested.
  8. If successfully validated, tax filers can expect to receive a paper IRS tax return transcript at the address included in their online request within 5 to 10 days from the time the online request was transmitted to the IRS.
  9. IRS tax return transcripts requested online cannot be sent directly to a third party (i.e. Texas State) by the IRS.
  10. When you receive the IRS tax return transcript, please submit it to our office with your Texas State ID number included.

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Request an IRS Tax Return Transcript Online

  1. Visit the IRS website.
  2. Under the Tools Section of the homepage click Get a Tax Transcript.
  3. Click Get Transcript Online.
  4. First Time Users will need to click Get Started to complete the registration process to create an account. Returning users will enter their username and click Log In.
  5. Once you are able to login to your account you will be prompted to Select a reason you need a transcript. Select the Higher Education/Student Aid option.
  6. You will then see a list of available transcripts and years. Select the appropriate tax year from the Return Transcript section. Print all pages of the Tax Return Transcript.
  7. Submit your Tax Return Transcript to our office with your Texas State ID number included.

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Request an IRS Verification of Non-Filing Letter by Mail

  1. Download the IRS Form 4506-T.
  2. Complete lines 1 - 4 and follow the instructions on page 3 of the form. Note that line 3 should be the most current address to where the IRS can send the IRS Verification of Non-Filing Letter.

  3. On Line 5, do not have the IRS Verification of Non-Filing Letter mailed directly to our office (i.e., a third party).–Note: Please request the IRS Verification of Non-Filing Letter be mailed to you. Then you should write your student ID number on the document and submit it to our office. If you have the IRS Verification of Non-Filing Letter mailed directly to Texas State, we may have difficulty matching it with your file; thus, delaying further the processing of your file.
  4. Select option 7 to receive an IRS Verification of Non-Filing Letter.
  5. You must sign and date the form and enter your telephone number.
  6. Mail or fax the completed IRS Form 4506-T to the IRS at the appropriate address (or FAX number) provided on page 1 and 3 of the IRS Form 4506-T.
  7. You can expect to receive the IRS Verification of Non-Filing Letter within 5 to 10 days from the time the IRS receives and processes the signed request.
  8. Submit your IRS Verification of Non-Filing Letter to our office with your Texas State ID number included.

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Request an IRS Verification of Non-Filing Letter Online

  1. Visit the IRS website.
  2. Under the Tools Section of the homepage, click Get a Tax Transcript.
  3. Click Get Transcript Online.
  4. First Time Users will need to click Get Started to complete the registration process to create an account. Returning users will enter their username and click Log In.
  5. Once you are able to login to your account, you will be prompted to Select a reason you need a transcript. Select the Higher Education/Student Aid option.
  6. You will then see a list of available transcripts and years. Select the appropriate tax year from the Verification of Non-Filing section. Print the IRS Verification of Non-Filing Letter.
  7. Submit your IRS Verification of Non-Filing Letter to our office with your Texas State ID number included.

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