Every year some students are selected for a process call verification after submitting their FAFSA or DREAM Act Application. Below you will find answers and video explanations to the most common questions students and families have regarding the verification process. 

What is the verification process?

Each year, the federal (FAFSA) or state (DREAM Act) application processor selects students, for verification. There are also some students who are selected for verification by UCLA even if they were not selected by the federal or state processor

When are students selected for verification?

For most students, verification selection and review is completed before aid is offered for the academic year. However, students can be selected for federal verification at any time during the academic year, if their financial aid application information changes. We will let you know immediately, if you are selected for verification mid-year. Should this occur, the verification process will need to be completed before we can disburse any additional aid to you for that academic year.

Do I need to submit documentation to UCLA if my Student Aid Report (SAR) says that I have been selected for verification?

No, please wait until UCLA has a chance to evaluate your application to determine what is needed to complete your verification process. We will provide you with the appropriate forms and request any additional documentation required.

What is a W-2 Form, how do I obtain mine?

A W-2 Form is an official tax document that includes the summary of your entire wage and salary information for a given calendar year (January 1 through December 31).  Employers are required to provide W-2 Forms to their employees by the end of January each year. You can obtain a copy of your W-2 Form for a prior year directly from your employer(s).  If you worked at UCLA or within the UC system you should be able to view and print your W-2 Forms online at: https://atyourserviceonline.ucop.edu/ayso/.

How do I know if I am required to file taxes?

To determine if you are required to a file a Federal Tax Return, please review Publication 501 located on the IRS website at www.irs.gov. For additional questions you may contact a tax preparer or the IRS at (800) 829-1040. 

What if I did not file taxes?

You are required to verify your non-filing status for 2015 via IRS Verification of Non-Filing Letter. You can obtain Verification of Non-Filing on line or by mail.

 

Online Request:

  1. Go to www.IRS.gov.
  2. Under the Tools section, select “Get a Tax Transcript”
  3. Click “Get Transcript Online” and follow instructions to register and request your Verification of Non-Filing Letter.

NOTE: You will need to provide a credit card number, an account number for your car loan, mortgage loan or equity line of credit account in order to register on-line. If you are unable to register, please submit your request by mail.

 Request by Mail:

  1. Print IRS Form 4506-T
  2. Check the box on Line 7.
  3. Include “12/31/2015” for the year or period requested.
  4. Use “Chart for all other transcripts” (on page 2) to find the address/fax where you need to submit your Form 4506-T.

NOTE: When requesting Verification of Non-Filing Letter from the IRS, please do not request that it be mailed to a third party (Financial Aid Office). Have the letter sent to you and submit it to our office upon receipt with your UCLA ID number listed on the form.

How can I request required documentation if I do not have a Social Security Number?

If you do not have a social security number, Individual Taxpayer Identification Number or an Employer Identification Number, you will not be able to obtain verification on non-filing from the IRS. In this case, please provide a signed and dated statement certifying that you do not have social security number, Individual Taxpayer Identification Number or an Employer Identification Number and listing the sources and amounts of earnings, other income and resources available for the tax year.

 

How long does it take for my verification to be reviewed?

Once you provide all requested documentation to our office, your file will be reviewed to ensure no documents are missing and then processed by a counselor. Typically, this process takes 2-4 weeks, but may take longer during our peak processing times of May-September.   

Submitting documentation to our office by the priority deadlines will ensure that your file is evaluated in time for you to receive financial aid for the term when you need it. 

Document Submission Priority Deadlines: 

Summer: April 14, 2017 

Academic Year: June 16, 2017

 

What happens if I submit my verification form after the priority deadline?

We will do our best to process your documents as quickly as possible but, depending on the date you submit your documents, it may not be possible for us to complete the review before the start of the term. It may be necessary for you to pay your fees for the term on your own and be reimbursed once you are awarded. 

What if I filed a foreign tax return?

If you filed a foreign tax return, please provide a signed and translated copy of your or your parent’s Foreign Tax Return with currency figures converted to U.S. dollars.

 

 

What If I amended my tax return after I filed?

If you amended your tax return after filing, please provide:

  • A COPY OF YOUR TAX RETURN TRANSCRIPT
  • A SIGNED COPY OF THE 1040X FORM YOU SUBMITTED TO AMEND YOUR TAXES.

These videos explain how and why students are selected for verification, and provide step by step instructions on how to obtain a copy of your tax return transcript.   

Please note that even though the videos below refer to FAFSA, the verification process is very similar for FAFSA and DREAM Act application filers.