The FAFSA submitted for the 2016-2017 academic year has been randomly selected by the U.S. Department of Education (DOE) for a process called verification. Before we can process your request for financial aid, additional action is required.
To complete the verification process, you must:
- Complete your FAFSA using the IRS Data Retrieval Tool. After you file your current federal income tax return, please access your online FAFSA, make a correction, and use the IRS Data Retrieval Tool. This will update your FAFSA with your current tax information directly from the IRS.
- If you are ineligible to use the IRS Data Retrieval Tool, you are required to submit an IRS tax return transcript of your federal income tax return to Hamilton's Office of Financial Aid. You can request an official transcript by mail. There is no charge from the IRS to request this documentation.
- The most secure way to submit your official tax transcript is through Hamilton's website.
Please note that if you filed your taxes electronically, you may need to wait 1-2 weeks (6-8 weeks if you filed your taxes via mail) before accessing your FAFSA to use the IRS Data Retrieval Tool.
Verification must be completed by July 1st in order for your financial aid to be applied to your bill. If we are not able to verify your FAFSA, your financial aid will be withheld.
IRS Data Retrieval Process
- Visit fafsa.ed.gov and click “Login" then “Make FAFSA Corrections”. Once in the FAFSA, navigate to the “Financial Information” tab, where the option to use the tool will display for eligible students and parents.
- You must ensure that the name and address of the FIRST PERSON LISTED on a joint tax return is the same on the FAFSA. The addresses must be identical, including all punctuation, abbreviations and spacing.
- When you have finished completing the IRS Data Retrieval Tool process, please be sure to re-sign the FAFSA with your FSA ID. The IRS Data Retrieval process will remain incomplete without this important final step being completed.
Obtain a Tax Return Transcript from the IRS
If you and/or your parents are not eligible to use the IRS Data Retrieval Tool, the US Department of Education requires our office to collect a certified tax return transcript processed by the IRS. Please note that parents who are married but filing separately must submit 2 separate IRS tax return transcripts. Transcripts are not required for those filing a foreign or Puerto Rican tax return.
Please make sure you request a Tax Return Transcript. Do not request a Tax Account Transcript or Record of Account because they cannot be used for financial aid verification purposes.
To obtain a tax return transcript by mail please follow these steps:
- Go to www.irs.gov
- Click on “Get a Tax Transcript,” located under Tools
- Click “Get Transcript by Mail”
To use "Get Transcript by Mail", you need your Social Security number (SSN) or your Individual Tax Identification Number (ITIN), date of birth, and address from your latest tax return.
You may also request a Transcript of Tax Return by completing the following steps:
- Complete Form 4506-T (Request for Transcript of Tax Return).
- Form 4506-T is available online at www.irs.gov
- Be sure to select the checkbox item #6A (Return Transcript) and the most current tax year
- Mail or fax the completed IRS Form to the appropriate address (or fax number) provided on page 2 of Form 4506-T