Verification Information

To be considered for federal student aid, a student must complete a FAFSA. It collects financial and other information used to calculate the Expected Family Contribution and to determine a student’s eligibility through computer matches with agencies.

Because students occasionally make errors on their FAFSA applications, there is a process for verifying applications and making corrections. The Central Processing System selects which applications are to be verified, but on a case-by-case basis the Financial Aid and Scholarships Office may select individual students for verification.

Utah Valley University verifies all students selected by Central Processing System. Students may select themselves for verification. Students initially selected for verification by Central Processing System must complete verification before the student is awarded. Students who are selected for verification on a subsequent FAFSA transaction after their aid has disbursed must complete verification before they can receive additional aid; in addition, if they have been awarded work study they must stop working until their verification is completed. Students who have received a Direct Loan cannot have future loans originated until verification is completed.

If a student's financial aid application is found to have any conflicting information regarding eligibility for aid, the Financial Aid and Scholarships Office must resolve the conflict. We may request additional documents at any time to resolve the discrepancies.

Verification Deadlines

For the 2015-2016 aid year:

Students must have a valid FAFSA by the last day of the term for which they are enrolled or June 30th, 2016, whichever is sooner. However, the ability to be awarded and/or retroactively awarded is determined by meeting all eligibility requirements at the time the file is completed. This includes Satisfactory Academic Progress. For the Pell Grant program, the student may submit verification documents no later than 100 days after the last day of enrollment, or two weeks before the last day of Summer term, whichever is sooner. Students may only be awarded retroactively for terms during which they met and maintained Satisfactory Academic Progress standards and met all other eligibility requirements.

For the 2016-2017 aid year:

Students must have a valid FAFSA by the last day of the term for which they are enrolled or June 30th, 2017, whichever is sooner. However, the ability to be awarded and/or retroactively awarded is determined by meeting all eligibility requirements at the time the file is completed. This includes Satisfactory Academic Progress. For the Pell Grant program, the student may submit verification documents no later than 100 days after the last day of enrollment, or two weeks before the last day of Summer term, whichever is sooner. Students may only be awarded retroactively for terms during which they met and maintained Satisfactory Academic Progress standards and met all other eligibility requirements.

For the Direct Loan and Campus-Based Aid programs, the student may submit verification documents no later than two weeks before their last day of enrollment, or two weeks before the last day of Summer term, whichever is sooner. Students may only be awarded retroactively for terms during which they met and maintained Satisfactory Academic Progress standards and met all other eligibility requirements.

Students who fail to submit their verification documents by the appropriate dates forfeit receiving Title IV aid as well as any other State or Institutional Aid that requires FAFSA information. If the student chooses to wait until the deadlines listed above to submit their verification documentation, the documentation will be processed; however, if they do not meet all eligibility requirements for the term they were enrolled in (including Satisfactory Academic Progress), they cannot be retroactively awarded. We encourage all students to submit verification documentation at least two weeks before they cease to be enrolled.

Note that loans cannot be originated after the last date of the student’s enrollment; consequently, failing to submit verification documents during the term he or she is enrolled will prevent him or her from receiving a loan. Therefore, the student must submit verification documents at least two weeks before they cease to be enrolled in order to receive a loan.

Selected for Verification After Aid Has Disbursed

If the student is not initially selected for verification and receives a Pell Grant, but is then selected on a subsequent FAFSA transaction, the student cannot have additional Pell Grant funds disbursed to him or her. The student must provide the appropriate verification documents at least two weeks before he or she ceases to be enrolled. If the student does not provide the verification documentation within this time, he or she will forfeit Title IV aid and any State or Institutional aid that requires verification for the remaining award year. The student must repay any Pell Grant, Federal Supplementary Equal Opportunity Grant, or Perkins funds already received for that award year. The student must also stop working if he or she is receiving Federal Work Study funds. A student does not need to return to Utah Valley University the Direct Loan funds that were received before being selected for verification.

Procedure

The Financial Aid and Scholarships Office will use the documentation you provide to verify the information you reported on the FASFA.  If it is determined that there are discrepancies, corrections will be sent to the U.S. Department of Education. The U.S. Department of Education will review the information and may request further documentation.  We will notify you under your Financial Aid Requirements in your myUVU student account if further information is required.  If corrections are sent your Financial Aid Requirements in your myUVU student account will be updated and will state, “Corrections sent to Department of Education Allow 10 Days.”

If you were previously awarded federal student aid and your Expected Family Contribution and award change due to this verification process, you will be notified through your myUVU email account of the change and can view your updated awards in the Award section of your myUVU student account. To view and accept your award, log in to myUVU, click on Students, Paying For My Education, My Financial Aid Awards, Select the appropriate Aid Year, Terms and Conditions, Accept Award Offer.

 

 

What do I need to submit if I am selected?

If selected, you will be required to provide the Financial Aid and Scholarships Office with specified forms and documents. You can view your financial aid requirements in myUVU to determine what documents are needed.

All Utah Valley University forms can be obtained through your myUVU student account. When returning the documentation to the Financial Aid and Scholarships Office, please label your documents clearly with your name and UV ID.

The following items may be requested for verification for the 2015-2016 year:

  • Household Information Form (Independent or Dependent) to verify household size and number in college.
  • Financial Information Form with attached financial documents (such as IRS Tax Return Transcripts or other financial statements, depending on your individual circumstance; if you and/or your spouse/parent successfully used the IRS Data Retrieval Tool, you may not need to provide Tax Return Transcripts) to verify financial information from 2014.
  • Verification of Child Support Paid Form to verify child support paid in 2014.
  • Verification of Supplemental Nutrition Assistance Program Benefits Received Form (SNAP Benefits; formerly known as Food Stamps) to verify if benefits were received in 2013 or 2014.
  • Verification of High School Completion. Acceptable forms of documentation, which must be submitted to the Admissions Office, include: a copy of the high school diploma; final high school transcript that shows the date when the student completed secondary school education; or a recognized equivalent of a high school diploma, such as a General Education Development certificate; a state certificate received by a student after the student has passed a State-authorized examination that the State recognizes as the equivalent of a high school diploma; or documentation of homeschool completion.
  • Verification of Identity and Statement of Educational Purpose Form. Students must appear in person at the Financial Aid and Scholarships Office or One Stop and present a valid, government-issued photo identification, such as a passport, driver's license, or other state-issued ID. Students must also sign a statement of educational purpose that certifies who they are and that the federal aid they may receive will only be used for educational purposes and for the cost of attending school for the 2015-2016 year. Students who are unable to appear in person must sign and submit the statement of educational purpose and must submit a copy of his or her ID with the statement signed by a notary public confirming that the student appeared before the notary and presented the ID confirming their identity. The student must then mail the original signed statement to the Financial Aid and Scholarships Office (faxes will not be accepted for this form, and this form cannot be uploaded online).
  • Verification of Other Untaxed Income (student, spouse, parent) to verify untaxed income.

The following items may be requested for verification for the 2016-2017 year:

  • Household Information Form (Independent or Dependent) to verify household size and number in college.
  • Financial Information Form with attached financial documents (such as IRS Tax Return Transcripts or other financial statements, depending on your individual circumstance; if you and/or your spouse/parent successfully used the IRS Data Retrieval Tool, you may not need to provide Tax Return Transcripts) to verify financial information from 2015.
  • Verification of Child Support Paid Form to verify child support paid in 2015.
  • Verification of Supplemental Nutrition Assistance Program Benefits Received Form (SNAP Benefits; formerly known as Food Stamps) to verify if benefits were received in 2014 or 2015.
  • Verification of High School Completion. Acceptable forms of documentation, which must be submitted to the Admissions Office, include: a copy of the high school diploma; final high school transcript that shows the date when the student completed secondary school education; or a recognized equivalent of a high school diploma, such as a General Education Development certificate; a state certificate received by a student after the student has passed a State-authorized examination that the State recognizes as the equivalent of a high school diploma; or documentation of homeschool completion.
  • Verification of Identity and Statement of Educational Purpose Form. Students must appear in person at the Financial Aid and Scholarships Office or One Stop and present a valid, government-issued photo identification, such as a passport, driver's license, or other state-issued ID. Students must also sign a statement of educational purpose that certifies who they are and that the federal aid they may receive will only be used for educational purposes and for the cost of attending school for the 2016-2017 year. Students who are unable to appear in person must sign and submit the statement of educational purpose and must submit a copy of his or her ID with the statement signed by a notary public confirming that the student appeared before the notary and presented the ID confirming their identity. The student must then mail the original signed statement to the Financial Aid and Scholarships Office (faxes will not be accepted for this form, and this form cannot be uploaded online).
  • Verification of Other Untaxed Income (student, spouse, parent) to verify untaxed income.

Upload Your Financial Aid Forms and Documents Online

You can avoid long lines and submit most financial aid forms to the Financial Aid and Scholarships Office by uploading them through your myUVU student account. The Financial Aid and Scholarships Office cannot process incomplete documents. Citizenship documents, official transcripts, and the "Identity and Statement of Educational Purpose" form may not be uploaded.  All documents must be in PDF format.

How To Upload Your Financial Aid Documents:

  • Log in to myUVU
  • Click on Students
  • Paying For My Education
  • Financial Aid File Upload
  • Select the appropriate Aid Year
  • Choose your document by clicking the Browse button in the “Select File for Import” field
  • Submit File

Your uploaded document will be reviewed by the Financial Aid and Scholarships Office in the order it was received. Check your financial aid student requirements for additional or incomplete documents.

How To Access Your Student Requirements:

  • Log in to myUVU
  • Click on Students
  • Paying For My Education
  • My Financial Aid Requirements
  • Select the appropriate Aid Year

Using the IRS Data Retrieval Tool and IRS Tax Return Transcripts

IRS Data Retrieval Tool

When completing your FAFSA, we recommend you use the Data Retrieval Tool located within the FAFSA application to verify your information.

To use the Data Retrieval Tool:

  1. Go to www.fafsa.ed.gov
  2. Go to the Returning User? section and click on Login. Do not submit a new FAFSA, make corrections to your current FAFSA.  
  3. Enter your FSA ID or Student Information and click Next. 
  4. If requested, enter your Save Key. 
  5. Click on the appropriate year tab. 
  6. Click on Make a Correction.
  7. Click on the Financial Information Tab. Under the Student and/or Parent Financial Information, answer the questions in the “To determine if you can use the IRS Data Retrieval Tool to transfer your tax return information from the IRS into your FAFSA, answer the following question(s):” box. 
  8. If eligible click on “Link to IRS” box. This will show a “Leaving FAFSA on the Web” page. Click OK to continue.
  9. You will receive a popup box from the U.S. Government, read the information and click OK.
  10. Enter your street address, city, state, and zip code exactly as it appears on your 2014 Federal Income Tax Return and click Submit. 
  11. Your tax information will appear. Mark the box “Transfer My Tax Information into the FAFSA.”
  12. Click the “Transfer Now” button.
  13. Do not update the information on the questions that have “Transferred from the IRS”.
  14. Enter your wages from work (if married enter your wages and then your spouse’s wages, if your spouse earned wages in 2014.  For your parents, enter your father’s earned wages and then your mother’s earned wages).
  15. Answer the dislocated worker question.
  16. Click NEXT remember, do not update the questions that have “Transferred from the IRS” notated.
  17. Sign and Submit your FAFSA again.

IF YOU ARE UNABLE TO USE THE DATA RETRIEVAL TOOL, YOU HAVE THREE OPTIONS:

  1. You may request your IRS Tax Return Transcript online at www.irs.gov to have your IRS Tax Return Transcript mailed to the address listed on your taxes (see steps below).
  2. You may contact the IRS at 1-800-829-1040 to request your IRS Tax Return Transcript. Tell the employee that you need an IRS Tax Return Transcript for educational purposes. You may call from 7 am to 7 pm.
  3. You may use the IRS Form 4506TEZ, which is a request to obtain your IRS Tax Return Transcript. You can obtain the IRS Form 4506TEZ at www.irs.gov/pub/irs-pdf/f4506tez.pdf. Once you complete the form, you may mail or fax the form to the IRS at the address or fax number they provide on the form.

TO REQUEST YOUR IRS TAX RETURN TRANSCRIPT ONLINE (TO BE MAILED TO THE ADDRESS LISTED ON YOUR TAXES):

In order to request your IRS Tax Return Transcript online, you will need the Social Security number or the Individual Tax Identification Number (ITIN) and date of birth for the primary taxpayer, and the address from your latest U.S. Individual Income Tax Return.

  1. Click on “Get a Tax Transcript” under the tools menu
  2. Select Get Transcript by MAIL
  3. Read the information on the pop-up box and click “OK”
  4. Enter all personal information for the primary taxpayer and “Continue”
  5. Choose the Type of Transcript (Return Transcript)
  6. Select the Tax Year
  7. Click “Continue”
  8. You will receive a confirmation screen that says: “We have accepted your request for a 2015 Return Transcript. Please allow five to ten days to receive it. The transcript will be sent to the address we have on file for you.”