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November 07, 2009   Login

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Verification Information  
Fill Out the Verification Worksheet
Only If You Have Been Requested to Do So


The Department of Education selects about 30% of Student Aid Reports (SARs) for verification. The Financial Aid Office may also choose a FAFSA for verification in order to resolve any questionable or conflicting information.

Please complete and submit the following by mail or fax so we may verify your FAFSA information:

  • A signed copy of your and your spouse's 1040 federal tax form(s)
    • Both must sign
    • only need 1040 or 1040EZ (do not need attachments, schedules, or addenda)--see 1040 blank example below
  • A signed copy of your parents' 1040 federal tax form(s) if you are a dependent student
    • Dependency status is determined by your FAFSA results
    • only need 1040 or 1040EZ (do not need attachments, schedules, or addenda)--see 1040 blank example below
  • A copy of your  W2 form(s)
  • A copy of your spouse's/parents' W2 form(s)
  • The Verification Worksheet (see chart below)--must be signed.
  • Copies of any child support paid documentation
  • Copies of any other documentation that was used when filling out your FAFSA (copies of social security statement, etc. )

 Please fill out forms completely and sign each of them in order for the information to be valid.

 

The 08-09 Independent Verification Worksheet Download
The 08-09 Dependent Verification Worksheet Download
The 09-10 Independent Verification Worksheet Download
The 09-10 Dependent Verification Worksheet Download
1040 Example of the 2 pages we need from your return Download
1040X - To File An Amended Tax Return Download

 


 For Questions Contact:

School of Arts and Sciences (SAS) - financialaid@montreat.edu

School of Professional and Adult Studies (SPAS) - spasfinancialaid@montreat.edu

 

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