SUNY Buffalo State

2016-17 Federal Verification Worksheet

Federal Aid Programs

A. Student Information


Banner ID	Last Name	First Name	MI


Street Address	City	State	Zip

/ /	() -	() -
Date of Birth (mm/dd/yyyy)	Student's Cell Phone	Home Phone	Email Address

Your FAFSA application was selected for review in a process called verification. In this process, we are required to compare the information from your FAFSA application with the information provided on this form and the requested tax forms. If there are differences between your application and the documents you submit, the Financial Aid Office will make corrections to your application. We cannot process and/or finalize your federal financial aid until verification has been completed, so please provide the required documents as soon as possible.

Instructions

Complete each section of this form. To advance to the next section, hit the "Continue to Next Section" button.
Print the completed form and sign where indicated in pen.
Review page 3 of the print-out which will detail the additional documents that must be submitted.

B. Family Information

Select if you are a dependent or independent student. Dependent students are required to provide parental information on the FAFSA.

Independent Students: The following persons should be included in the household chart in the next section:

Yourself
Your spouse, if married, and any children.
Other Persons that live with you for which you provide more than half of their support and will continue to provide more than half of their support from July 1, 2016 through June 30, 2017.

Dependent Students: The following persons should be included in the household chart in the next section:

Yourself, even if you don't live with your parents;
Your Parent(s), include parents living together even if they are not married, same-sex parents, and step-parent (if re-married).
Your parent's; other children, even if they do not live with your parent(s), if (1) your parents will provide more than half of their support from July 1, 2016 through June 30, 2017, or (2) the children would be required to provide parental information when applying for federal student aid;
Other People if they live with your parents, and your parents provide more than half of their support and will continue to provide more than half of their support from July 1, 2016 through June 30, 2017.

C1. Tax Filing Status and Income Information

Students, their spouses, and the parents of dependent students must indicate their 2015 federal tax filing status and how their tax documents will be submitted to the Financial Aid Office. For non-US tax returns; submit a copy of your foreign tax return.

Student's Tax Filing Status
Spouse's Tax Filing Status
Parents' Tax Filing Status
Parents' Marital Status Help

NON-TAX FILERS ONLY: Complete the grid below where indicated. You must attach your W-2s.

	Name of Employer(s) in 2015. Must submit all W-2s	Wages Earned
Student
Spouse
Parents

C2. Untaxed Income

Both tax filers and non-tax filers must list any untaxed income received in 2014.

Calendar Year 2015: Report ANNUAL amounts If the answer is $0, enter 0. Blanks are not acceptable.	Student (Spouse)	Parent(s) (Step-parent)
Child support paid because of divorce or separation or as a result of a legal requirement. Do not include support for children listed in Section B.
Taxable earnings from need-based employment programs, such as Federal Work-Study and need-based employment portions of fellowships and assistantships. Attach related W2’s to this form.
Student grant and scholarship aid reported to the IRS in your adjusted gross income. Includes: AmeriCorps benefits (awards, living allowances, and interest accrual payments), grant and scholarship portions of fellowships and assistantships. Do not include financial aid received for the prior year.
Combat pay or special combat pay. Only enter the amount that was taxable and included in your adjusted gross income. Do not enter untaxed combat pay. Combat pay is reported on the W-2 in Box 12, Code Q.
Earnings from work under a cooperative education program offered by a college.
Child support received for any of your children. Do not include foster care or adoption payments.
Housing, food, and other living allowances paid to members of the military, clergy and others (including cash payments and cash value of benefits). Do not include the value of on-base military housing or the value of a basic military allowance for housing.
Veterans’ non-education benefits, such as Disability, Death Pension or Dependency & Indemnity Compensation (DIC) and/or VA Educational Work-Study allowances.
Money received or paid on your behalf (e.g., bills), not reported elsewhere on this form.
Other untaxed income not reported, such as workers’ compensation, disability, etc. Do not include student aid, tax credits, welfare payments, untaxed Social Security benefits, Supplemental Security Income, Workforce Investment Act educational benefits, on-base military housing or a military housing allowance, combat pay, benefits from flexible spending arrangements (e.g., cafeteria plans), foreign income exclusion or credit for federal tax on special fuels.

D. Sign this worksheet:

By signing this worksheet, I (we) certify that all the information reported is complete and correct. If you are a dependent student, at least one of your parents must sign.

________________________________	______________	________________________________	______________
Student Signature	Date	Parent Signature	Date

Next Steps to Complete Federal Financial Aid Verification

Financial Aid Office, Moot Hall 230
1300 Elmwood Avenue | Buffalo, New York 14222
tel: (716) 878-4902 | fax: (716) 878-4903
finaid@buffalostate.edu
http://financialaid.buffalostate.edu

Retain this page for your records; do not submit to the Financial Aid Office.

Student Messages:

Parent Messages:

Tax Return Transcripts:

Request the IRS Send You a Copy in the US Mail via an online form (http://www.irs.gov/Individuals/Get-Transcript)
IRS Data Retrieval: Make a correction to your FAFSA at www.fafsa.gov and transfer your data from the IRS.

W-2 Duplicates:

Contact the employer directly and inquire if a duplicate W-2 can be printed.
Request from the IRS: Complete Form 4506T http://www.irs.gov/pub/irs-pdf/f4506t.pdf or by phone 1-800-829-3676.

Other Resources:

Financial Aid Office Homepage: financialaid.buffalostate.edu/
Verification Website: financialaid.buffalostate.edu/verification
Viewing Requirements in Banner: financialaid.buffalostate.edu/banner
Accepting Aid in Banner: financialaid.buffalostate.edu/banner
Financial Aid Timeline: financialaid.buffalostate.edu/sites/financialaid.buffalostate.edu/files/uploads/documents/FAO_Timeline.pdf

Full Names of All Household Members	Age	Relationship to Student	Name of College (If enrolled during 2016-17 school year at least-half time)
		SELF	Buffalo State