Verification Worksheet Form PDF Details

In the landscape of financial aid for college education, the Verification Worksheet form plays a critical role in ensuring the accuracy of information provided by students and their families. The 2015-16 Verification Worksheet for Dependent Students through the Institutional Documentation Service (IDOC) is designed to meticulously gather detailed student and household information, encompassing a wide range of data from basic contact details to more intricate financial specifics not covered in initial applications. At the outset, the form requires personal identifiers, followed by an examination of household composition that extends beyond the nuclear family to include any dependents and others who significantly rely on the family's financial support. The worksheet dives into the specifics of untaxed income, shining a light on financial resources that don't always surface in standard income tax filings while also probing the tax filing statuses of both the student and their parents. Additionally, information about benefits such as food stamps and child support payments is requested to provide a comprehensive view of the family's financial situation. Crucially, the form demands verification of these details through documentation, underscoring the importance of accuracy in reporting. The careful compilation of this information not only assists in the equitable distribution of financial aid but also underscores the commitment to transparency and fairness in the allocation of resources essential for pursuing higher education.

QuestionAnswer
Form NameVerification Worksheet Form
Form Length4 pages
Fillable?No
Fillable fields0
Avg. time to fill out1 min
Other namesv1 dependent verification worksheet, v1 verification worksheet, verification student idoc, verification worksheet student

Form Preview Example

2015-16 Verification Worksheet – Dependent Student

Institutional Documentation Service (IDOC)

Step 1 – Student Information

____________________________________________________________ _____________________________________________

Last nameFirst nameMiddle name Social Security Number

____________________________________________________________ _____________________________________________

Address (include apt. no.)Date of birth

____________________________________________________________ _____________________________________________

CityStateZip Code Student’s primary phone number (include area code)

_________________________________________________________________________________________________________

Student’s primary e-mail address

_________________________________

_______________________

_____________________________________________

Parents’ marital status

Marital status date

Parents’ primary phone number (include area code)

Step 2 – Household Information

In the chart below include:

•Yourself

•Your parent(s) (including step-parent); do not include your non-custodial parent

•Your parent(s)’ other dependent children if your parent(s) will provide more than half of their support from July 1, 2015 through June 30, 2016

•Other people only if they now live with your parent(s) and your parent(s) will provide more than half of their support from July 1, 2015 through June 30, 2016

O Provide college information for those students attending at least half-time during 2015-16 in a program leading to a degree, diploma, or certificate

 

Full Name

 

 

Age

 

 

Relationship*

 

 

Name of College

 

 

Undergraduate/

 

 

Half-time/

 

 

Expected

 

 

 

 

 

 

 

 

 

 

Graduate

 

 

Full-time

 

 

Grad Date

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

SELF

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

*Relationship options: student, parent/step-parent, brother/sister, student’s spouse, student’s child, grandparent, other.

Step 3 – Household Untaxed Income - Calendar Year 2014

Did your parents’ or others in their household receive untaxed income in 2014?

______ YES

Complete the Untaxed Income section starting at page 3.

Continue to Step 4.

______ NO

Continue to Step 4.

 

 

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Step 4 – Student’s Tax Filing Status – Calendar Year 2014

Have you or will you be required to file a 2014 U.S. federal income tax return?

______ YES Continue to Step 5.

______ NO, but I had some earnings from work Complete, and submit in your IDOC packet, a Student Non-Tax

Filer's Statement available on the IDOC website. Be sure to include all W-2 and 1099 forms you received. Continue to Step 5.

______ NO, and I had no earnings from work

Continue to Step 5.

Step 5 –Parent(s)’ Tax Filing Status – Calendar Year 2014

Have your parent(s) filed or will they be required to file a 2014 U.S. federal income tax return?

______ YES Continue to Step 6.

______ NO Complete, and submit in your IDOC packet, a Parent Non-Tax Filer's Statement available on the IDOC

website. Be sure to include all W-2 and 1099 forms you received. Continue to Step 6.

Step 6 – Food Stamp Benefits – Calendar Years 2013 and 2014

Did your parent(s) receive Supplemental Nutrition Assistance Program (SNAP) benefits (Food Stamps) in 2013 or 2014?

______ YES Submit in your IDOC packet a copy of a letter or other documentation from the agency that issued the

Food Stamps your family received. If your college has given you guidance, please follow their directions. Clearly label the document “Food Stamp Verification” and put your SSN in the top right corner of the document. Continue to Step 7.

______ NO Continue to Step 7.

Step 7 – Child Support Paid – Calendar Year 2014

Did your parent(s) pay child support because of divorce or separation during the calendar year 2014? (Do not include support for children included in Step 2 above.)

______ YES Complete, and submit in your IDOC packet, a Child Support Paid Verification Statement available on the

IDOC website. Continue to Step 8.

______ NO Continue to Step 8.

Step 8 – Certification

By signing this worksheet, I certify all the information reported is complete and correct (the student and at least one parent must sign):

Student Signature

Date

 

 

Parent Signature

Date

Mail this completed form along with other required documents listed in your IDOC Requirements Letter to the College Board IDOC, P.O. Box 4017, Mount Vernon, IL 62864. You must also include a completed IDOC Cover Sheet. To view your Requirements or to print a Cover Sheet, go to https://idoc.collegeboard.com. Call 305-420-3688 for assistance.

Page 2 of 4

Verification of Parents’ Untaxed Income for 2014

Only complete and return this section if you answered “Yes” in Step 3.

Enter ANNUAL amounts for applicable items. If any item does not apply, enter “N/A” for Not Applicable where a response is requested and 0 in an area where an amount is requested.

If more space is needed, provide a separate page with the student’s name and IDOC ID at the top.

A. Payments to tax-deferred pension and retirement savings

List payments (direct or withheld from earnings) to tax-deferred pension and retirement savings plans (e.g., 401(k) or 403(b) plans), including, but not limited to, amounts reported on W-2 forms in Boxes 12a through 12d with codes D, E, F, G, H, and S.

Name of Person Who Made the Payment

Total Amount Paid in 2014

B. Child support received

List the actual amount of child support received in 2014 for the children in your household.

Do not include foster care payments, adoption payments, or any amount that was court-ordered but not actually paid.

Name of Adult Who Received the Support

Name of Child For Whom Support Was Received

Amount of Child Support Received in 2014

C.Housing, food, and other living allowances paid to members of the military, clergy, and others Include cash payments and/or the cash value of benefits received.

Do not include the value of on-base military housing or the value of a basic military allowance for housing.

Name of Recipient

Type of Benefit Received

Amount of Benefit Received in 2014

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Verification of Parents’ Untaxed Income for 2014

D. Veterans non-education benefits

List the total amount of veterans non-education benefits received in 2014. Include Disability, Death Pension, Dependency and Indemnity Compensation (DIC), and/or VA Educational Work-Study allowances.

Do not include federal veteran’s educational benefits such as: Montgomery GI Bill, Dependents Education Assistance Program, VEAP Benefits, Post-9/11 GI Bill

Name of Recipient

Type of Veterans Non-education Benefit

Amount of Benefit Received in 2014

E. Other untaxed income

List the amount of other untaxed income not reported and not excluded elsewhere on this form. Include untaxed income such as workers’ compensation, disability, Black Lung Benefits, untaxed portions of health savings accounts from IRS Form 1040 Line 25, Railroad Retirement Benefits, etc.

Do not include any items reported or excluded in A – D above. In addition, do not include student aid, Earned Income Credit, Additional Child Tax Credit, Temporary Assistance to Needy Families (TANF), untaxed Social Security benefits, Supplemental Security Income (SSI), Workforce Investment Act (WIA) educational benefits, combat pay, benefits from flexible spending arrangements (e.g., cafeteria plans), foreign income exclusion, or credit for federal tax on special fuels.

Name of Recipient

Type of Other Untaxed Income

Amount of Other Untaxed Income Received in 2014

F. Money received by or paid on the student’s behalf

List any money received by or paid on the student’s behalf (e.g., if someone is paying rent, utility bills, etc., for the student or gives cash, gift cards, etc.) not reported elsewhere on this form. Enter the total amount of cash support the student received in 2014. Amounts paid on the student’s behalf also include any distributions to the student from a 529 plan owned by someone other than the student or the student’s parents, such as grandparents, aunts, and uncles.

Purpose: e.g., Cash, Rent, Books

Source

Amount Received in 2014

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Date, Food Stamps your family received, and NO Continue to Step Step Child inside verification worksheet fafsa

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