23/24 Documentation required

Dependent Students

• signed 2021 Federal Tax Return or IRS return Transcript for student and parents, if filed
  (if IRS Data Retrieval Tool was used, tax transcripts are not needed)
• 23/24 Verification worksheet requested (see verification list below)
• For non-filers, copy of all W-2's for jobs worked in 2021

Independent Students

• signed 2021 Federal Tax Return or IRS return Transcript for student and spouse, if filed
  (if IRS Data Retrieval Tool was used, tax transcripts are not needed)
• 23/24 Verification worksheet (see verification list below)
• For non-filers, copy of all W-2's for student and/or spouse jobs worked in 2021

Verification Worksheet 1

For V1 selected applicants, the following items must be verified:

• Household size
• Number in college
• SNAP benefits
• Child Support paid
• For Tax filers who did not use the IRS Data Retrieval Tool:
  2021 Adjusted Gross Income
  2021 Income tax paid
  2021 Education Credits
  2021 Untaxed IRA distributions and 2021 Untaxed pensions
  2021 IRA deductions
  2021 Tax-exempt interest
• For Non-filers:
  2021 Income earned from work (W-2's)
   

Verification Worksheet 4

For V4 selected applicants, the following items must be verified:

• High School Completion Status
• Identity/Statement of Education Purpose with valid government issued photo ID
• SNAP benefits
• Child Support paid

Verification Worksheet 5

For V5 selected applicants, the following items must be verified:

• Household size
• Number in college
• SNAP benefits
• Child Support paid
• High School Completion Status
• Identity/Statement of Education Purpose with valid government issued photo ID
• For Tax filers who did not use the IRS Data Retrieval Tool:
  2021 Adjusted Gross income
  2021 income tax paid
  2021 Education Credits
  2021 Untaxed IRA distributions and 2021 Untaxed pensions
  2021 IRA deductions
  2021 Tax-exempt interest
• For Non-filers
  2021 Income earned from work (W-2's)
   

Definitions

Dependent Student Household:

• Student
• Student's parents, excluding a parent not living in the household as a result of death, separation or divorce.
• Student's siblings, if they received or will receive more than half of their support from your parent(s) between
  July 1, 2023 and June 30, 2024.
• Additionally, a sibling could be considered a dependent for FAFSA purposes even if he or she does not live with your parents,
  but he or she would be considered a dependent for the purposes of applying for federal student aide.
• Student's children, if they received or will receive more than half of their support from your parent(s) between July 1, 2023 and June 30, 2024.
• Student and/or parent's unborn child, if that child will be born before or during the award year (7/1/2022-6/30/2023),
  and your parent(s) will provide more than half of the child's support.
• Other persons, if they live with, received, and will continue to receive more than half of their support from your parent(s) between July 1, 2023 and June 30, 2024.

Independent Student Household:

• Student
• Spouse (if married), excluding a spouse not living in the household as a result of death, separation or divorce.
• Student's children, if they received or will receive more than half of their support from your household between July 1, 2023 and June 30, 2024.
• Student's unborn child, if that child will be born before or during the award year (7/1/2022-6/30/2023),
  and your household will provide more than half of the child's support.
• Other persons, if they live with, received, and will continue to receive more than half of their support from your household between July 1, 2023 and June 30, 2024.

Support or items paid on the student's behalf:

• Includes: money, gifts, personal loans, housing food, clothing, car payments or expenses,
  medical and dental care, payment of college costs, etc.

Number in Postsecondary Education:

• Individuals who are included in the household size and who will be attending a postsecondary education institution at least half time (6 credit hours) between July 1, 2023 and June 30, 2024.
  Parents of dependent students who are attending college will be listed in the household size; however, they will not be included as college students.