Application For Financial Aid (Page 2 of 4) in pdf

Doc Type: FINANCIAL AID APPL Tracking Code: LUAPP

Page 2 of 4

C. FEDERAL VERIFICATION

If your application is selected for federal verification, you will be required to complete this form and use the IRS Data Retrieval Tool*

to import your federal income tax information from the IRS on the FAFSA. If you are unable to use the IRS Data Retrieval Tool* you

may provide our office with a copy of an official 2013 Tax Return Transcript (this is not a request for a copy of an IRS 1040, 1040A, or

1040EZ which you filed with the IRS) for both yourself and your parent(s). You will be notified by our office if you have been selected

for verification by the government and have not completed one of the above steps. Failure to comply will result in the prevention of

disbursement of all federal funds to your student account and could potentially put you at risk of being charged a late payment fee

due to the resulting unpaid balance.

*The IRS Data Retrieval Tool cannot be used until one to two weeks after electronically filing a tax return and six to eight weeks after filing

paper tax returns. You may need to use the Data Retrieval Tool after your original filing date by submitting a FAFSA correction.

D. STUDENT’S TAX FORMS AND INCOME INFORMATION

STUDENT’S Tax Forms and Income Information:

(Federal tax returns, all schedules and W2s)



I am attaching my tax returns or have already submitted my federal income tax return and W-2(s) to the school on ___________ .



I am not filing a tax return, and am not required to file a 2013 Federal Income Tax Return.

If the student filed a tax return, please indicate below the amount of untaxed income that the student received in 2013:

Sources of Untaxed Income

Amount

Sources of Untaxed Income

Amount

Tax Exempt Interest:

Payments to Tax Deferred Pensions:

IRS Form 1040 or 1040 A line 8b

W-2 Form: boxes 12a to 12d, codes D, E, F, G, H, S

Deductible IRA/Keogh:

Untaxed Pensions:

IRS Form 1040: line 16a minus16b; 1040A line 12a minus 12b

IRS Form 1040 line 28 + 32; 1040A line

Other:

If the student did not file and is not required to file a 2013 Federal income tax return, please indicate below any sources of

income received in 2013. Attach a copy of all W-2's received from employer(s).

Sources

2013 Income (if not required to file a tax return)

Income Earned from Work:

Interest Earned (cash, savings and checking accounts):

Dividends Received:

Other Untaxed Income:

E. PARENT(S)’ TAX FORMS AND INCOME INFORMATION

PARENT’S Tax Forms and Income Information: (Federal tax returns, all schedules and W2s)



I am attaching a copy of my parent’s tax returns or have already submitted my parent’s tax returns to the school on __________.



My parent(s) are not filing a tax return, and are not required to file a 2013 U.S. Income Tax Return.

If your parent(s) have filed a tax return, please indicate below the amount of untaxed income that your parent(s) received in 2013:

Sources of Untaxed Income

Amount

Sources of Untaxed Income

Amount

Tax Exempt Interest:

Payments to Tax Deferred Pensions:

IRS Form 1040 or 1040 A line 8b

W-2 Form: boxes 12a to 12d, codes D, E, F, G, H, S

Deductible IRA/Keogh:

Untaxed Pensions:

IRS Form 1040 line 28 + 32; 1040A line 17

IRS Form 1040: line 16a minus16b; 1040A line 12a minus 12b

Child Support:

Welfare Benefits:

Housing, Food, Living Allowances:

Other:

If your parent(s) did not file and are not required to file a 2013 Federal income tax return, please indicate below any sources of

income that they received in 2013. Attach a copy of all W-2's received from employer(s).

Sources

2013 Income (if not required to file a tax return)

Income Earned from Work:

Interest Earned (cash, savings and checking accounts):

Dividends Received:

Other:

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