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Verification

Your FAFSA or Dream Act Application may have been selected for review, or verification. If so, you might need to provide our office with additional information or documentation to complete your financial aid file. 

What does it mean to be selected for Verification?

 

Federal Verification

Federal Verification is when the Department of Education selects your FAFSA for additional review. In general, our office will need to confirm the people in your household and who is attending college, and your family's income information. We might also need to confirm your high school completion and your identity. Review the information below for help on completing this process.

Household Size and Number in College

Your household size and the number of household members attending college are a factor in calculating your Expected Family Contribution. When selected for Federal Verification, we will generally need to confirm who lives in your household and how many of them are attending a degree-granting program in college. We do this by asking you to complete a Household Verification form.

The FAFSA has very specific guidelines on who they consider as part of your household. For Dependent Students, the following people should be counted and reported on your Household Verification form:

Yourself Make sure to include yourself, even if you don't live in your parents' house
Your Parents Include all parents listed on the FAFSA. This might include step-parents and adoptive parents. Do not include your non-custodial parent.
Your Parents' other children Include siblings that your parents provide substantial financial support to during the academic year, even if they don't live in your parents' house
Other people Include any other people who live in your parents' house and who are financially supported by your parents 

 

For Independent Students, the following people should be counted and reported on your Household Verification form:

Yourself Make sure to include yourself,
Your Spouse Include your spouse
Your children Include children that you financially support during the academic year, even if they don't live in your house
Other people nclude any other people who live in your house and who are financially supported by you

 

If any of the household members listed on your Household Verification form are attending college, tell us what school they are attending. If they are a CSULB student, make sure to also include their CSULB ID on the form. Note that "attending college" means that the household member is enrolled in a program that will lead to a degree; auditing courses does not count. Also be aware that the FAFSA does not allow dependent students to count parents in the number in college. 

Income Verification for Dependent Students

If we are asking you to complete and submit a Dependent Student Income Verification form on your To Do List, you will need to let us know whether you worked; how much income you made; and whether you filed. Depending on your answers to those questions, you might need to provide additional documents along with the Income Verification form.

If you filed

If you filed a tax return, you will need to provide additional documentation from the IRS confirming your tax return information. This will either be in the form of a Tax Return Transcript; successfully using the IRS Data Retrieval Tool (DRT) to transfer your information from the IRS to your FAFSA; or submitting a signed and dated tax return (1040; 1040A; or 1040EZ). Please review the sections below on these methods.

If you didn't file

If you were not required to file a tax return, whether you worked or not, you only need to submit the Dependent Student Income Verification form. Make sure that the entire form is completed. If you did work, you will need to provide a W-2 statement or 1099 statement for each source of income. If you cannot provide a W-2 or 1099 statement, please call us at 562-985-8403 to discuss your options.

Income Verification for Parents

If we are asking you to complete and submit a Parent Income Verification form on your student's To Do List, you will need to let us know whether you worked; how much income you made; and whether you filed. Depending on your answers to those questions, you might need to provide additional documents along with the Income Verification form.

If you filed

If you filed a tax return, you will need to provide additional documentation from the IRS confirming your tax return information. This will either be in the form of a Tax Return Transcript; successfully using the IRS Data Retrieval Tool (DRT) to transfer your information from the IRS to your FAFSA; or submitting a signed and dated tax return (1040; 1040A; or 1040EZ). Please review the sections below on these methods.

If you were married and filed separately, you will need to provide documentation for each taxpayer. If you were married and filed jointly and are now separated; divorced; or widowed, submit your W-2 statements for us to separate your income.

If you didn't file

If you were not required to file a tax return, whether you worked or not, you will need to submit a Verification of Non-Filing letter, dated after October 1, 2018. You can obtain this from the IRS via their website; by phone; or by submitting Form 4506-T to the IRS. You can review further instructions below.

If you did work, you will also need to provide a W-2 statement or 1099 statement for each source of income. If you cannot provide a W-2 or 1099 statement, please call us at 562-985-8403 to discuss your options.

Income Verification for Independent Students

If we are asking you to complete and submit an Independent Student Income Verification form on your To Do List, you will need to let us know whether you worked; how much income you made; and whether you filed. Depending on your answers to those questions, you might need to provide additional documents along with the Income Verification form.

If you filed

If you filed a tax return, you will need to provide additional documentation from the IRS confirming your tax return information. This will either be in the form of a Tax Return Transcript; successfully using the IRS Data Retrieval Tool (DRT) to transfer your information from the IRS to your FAFSA; or submitting a signed and dated tax return (1040; 1040A; or 1040EZ). Please review the sections below on these methods.

If you were married and filed separately, you will need to provide documentation for each taxpayer. If you were married and filed jointly and are now separated; divorced; or widowed, submit your W-2 statements for us to separate your income.

If you didn't file

If you were not required to file a tax return, whether you worked or not, you will need to submit a Verification of Non-Filing letter, dated after October 1, 2018. You can obtain this from the IRS via their website; by phone; or by submitting Form 4506-T to the IRS. You can review further instructions below.

If you did work, you will also need to provide a W-2 statement or 1099 statement for each source of income. If you cannot provide a W-2 or 1099 statement, please call us at 562-985-8403 to discuss your options.

Identity and Statement of Educational Purpose

We might be asking you to come in to our office to confirm your identity for the verification process. You will need to make an appointment with one of our Beach Central financial aid counselors in order to fulfill this requirement. Make sure to bring a valid, unexpired, government-issued photo ID, such as a driver's license or passport, with you.

If you are unable to visit our office in person, please call use at (562) 985-8403 to discuss other options.

 

Dream Verification

Dream verification is when the California Student Aid Commission (CSAC) selects your Dream Application for additional review. Our office will likely need additional information in order to complete the review and finalize your eligibility for aid. You will be submitting a Dream Application Verification form and documentation of your family's income.

Household Size and Number in College

Your household size and the number of household members attending college are a factor in calculating your Expected Family Contribution. When selected for Dream application verification, we will generally need to confirm who lives in your household and how many of them are attending a degree-granting program in college. 

CSAC has very specific guidelines on who they consider as part of your household. For Dependent Students, the following people should be counted and reported on your Verification form:

Yourself Make sure to include yourself, even if you don't live in your parents' house
Your Parents Include all parents listed on the FAFSA. This might include step-parents and adoptive parents. Do not include your non-custodial parent.
Your Parents' other children Include siblings that your parents provide substantial financial support to during the academic year, even if they don't live in your parents' house
Other people Include any other people who live in your parents' house and who are financially supported by your parents 

 

For Independent Students, the following people should be counted and reported on your Verification form:

Yourself Make sure to include yourself,
Your Spouse Include your spouse
Your children Include children that you financially support during the academic year, even if they don't live in your house
Other people nclude any other people who live in your house and who are financially supported by you

 

If any of the household members listed on your Household Verification form are attending college, tell us what school they are attending. If they are a CSULB student, make sure to also include their CSULB ID on the form. Note that "attending college" means that the household member is enrolled in a program that will lead to a degree; auditing courses does not count. Also be aware that the CSAC does not allow dependent students to count parents in the number in college. 

Income Verification for Dependent Students

If we are asking you to complete and submit a Dependent Student Income Verification form on your To Do List, you will need to let us know whether you worked; how much income you made; and whether you filed. Depending on your answers to those questions, you might need to provide additional documents along with the Dream Verification form.

If you filed

If you filed a tax return, you will need to provide additional documentation from the IRS confirming your tax return information. This will either be in the form of a Tax Return Transcript; successfully using the IRS Data Retrieval Tool (DRT) to transfer your information from the IRS to your FAFSA; or submitting a signed and dated tax return (1040; 1040A; or 1040EZ). Please review the sections below on these methods.

If you didn't file

If you were not required to file a tax return, whether you worked or not, you only need to submit the Dependent Student Income Verification form. Make sure that the entire form is completed. If you did work, you will need to provide a W-2 statement or 1099 statement for each source of income. If you cannot provide a W-2 or 1099 statement, please call us at 562-985-8403 to discuss your options.

Income Verification for Parents

If we are asking you to complete and submit a Parent Income Verification form on your student's To Do List, you will need to let us know whether you worked; how much income you made; and whether you filed. Depending on your answers to those questions, you might need to provide additional documents along with the Dream Verification form.

If you filed

If you filed a tax return, you will need to provide additional documentation from the IRS confirming your tax return information. This will either be in the form of a Tax Return Transcript; successfully using the IRS Data Retrieval Tool (DRT) to transfer your information from the IRS to your FAFSA; or submitting a signed and dated tax return (1040; 1040A; or 1040EZ). Please review the sections below on these methods.

If you were married and filed separately, you will need to provide documentation for each taxpayer. If you were married and filed jointly and are now separated; divorced; or widowed, submit your W-2 statements for us to separate your income.

If you didn't file

If you were not required to file a tax return, whether you worked or not, you will need to submit a Verification of Non-Filing letter, dated after October 1, 2018. You can obtain this from the IRS via their website; by phone; or by submitting Form 4506-T to the IRS. You can review further instructions below.

If you did work, you will also need to provide a W-2 statement or 1099 statement for each source of income. If you cannot provide a W-2 or 1099 statement, please call us at 562-985-8403 to discuss your options.

Income Verification for Independent Students

If we are asking you to complete and submit an Independent Student Income Verification form on your To Do List, you will need to let us know whether you worked; how much income you made; and whether you filed. Depending on your answers to those questions, you might need to provide additional documents along with the Dream Verification form.

If you filed

If you filed a tax return, you will need to provide additional documentation from the IRS confirming your tax return information. This will either be in the form of a Tax Return Transcript or submitting a signed and dated tax return (1040; 1040A; or 1040EZ). Please review the section below on obtaining a Tax Return Transcript.

If you were married and filed separately, you will need to provide documentation for each taxpayer. If you were married and filed jointly and are now separated; divorced; or widowed, submit your W-2 statements for us to separate your income.

If you didn't file

If you were not required to file a tax return, whether you worked or not, you will need to submit a Verification of Non-Filing letter, dated after October 1, 2018. You can obtain this from the IRS via their website; by phone; or by submitting Form 4506-T to the IRS. You can review further instructions below.

If you did work, you will also need to provide a W-2 statement or 1099 statement for each source of income. If you cannot provide a W-2 or 1099 statement, please call us at 562-985-8403 to discuss your options.

 

Verifying your Income

This section will provide information and instructions on how to confirm income information for the verification process. Please note that the IRS Data Retrieval Tool is only available to FAFSA filers.

IRS Data Retrieval Tool

The IRS Data Retrieval Tool is the fastest and most accurate way to confirm your income information on your FAFSA. With the Tool, you will be transferring your information from the IRS to your FAFSA.

View the following video for information on IRS Data Retrieval Tool (DRT)

IRS Data Retrieval Tool

To use the IRS Data Retrieval Tool:

  1. Log in to your or your student's FAFSA
  2. Select the appropriate FAFSA year you are correcting
  3. Select “Make FAFSA Corrections”
  4. Navigate to the income section
  5. Select “Link to IRS” and “Proceed to IRS
  6. Another login for the IRS will appear
    1. Use the address listed on your tax return
    2. Any punctuation used in your name or address will create an online error. Replace the following symbols with a space: ‘ , – . #
  7. Click “Transfer Now” to have IRS data transferred to your FAFSA.
  8. Remember to sign and submit the FAFSA transaction after income data has been retrieved

Eligibility to use DRT

You will not be able to use the Tool if any of the following apply to you:

  • You do not have a Social Security Number (SSN)
  • If you are married and filed taxes separately
  • If your marital status on the FAFSA is "Unmarried and Living Together"
  • If you filed a foreign or Puerto Rican tax return
  • If you are married and filed taxes with a status of "Head of Household"
  • If you filed taxes electronically within the last three weeks, or if you filed a papre tax return within the last 11 weeks

If any of these situations apply to you, please review the information below about obtaining a Tax Return Transcript.

Tax Return Transcript

If you are unable or don't want to use the IRS Data Retrieval Tool, you may submit a Tax Return Transcript instead. This is a document obtained from the IRS that confirms that information that you filed on your tax return.You will be submitting the Transcript to our office along with the requested Income Verification form. 

Watch the following short video on how to obtain a Transcript:

 

Get Tax Return Transcript

 

To get a Tax Return Transcript from the IRS:

Make sure to submit your Transcripts with any requested CSULB forms for accurate processing. Do not send any transcripts directly to the University, as we are unable to process them and they will be shredded.

Verification of Non-Filing

If you did not file a tax return, you will need to submit a Verification of Non-Filing letter, dated after October 1, 2018. This is a document obtained from the IRS that confirms you did not file a tax return.You will be submitting the Letter to our office along with the requested Income Verification form. 

Watch the following short video to determine what you need to submit:

Video Placeholder

 

To request the IRS Verification of Non-Filing and the Wage and Income Transcript:

  • Request online. Use the "Get Transcript" tool available on IRS.gov
    • You will be able to obtain both the Verification of Non-Filing and a Wage and Income Transcript online
  • Request by mail. Complete and send Form 4506-T to the IRS 
    • You will be able to obtain both the Verification of Non-Filing and a Wage and Income Transcript by mail

Make sure to submit your documents with any requested CSULB forms for accurate processing. Do not have the IRS send materials directly to the University, as we are unable to process them and they will be shredded.

 

FAQs

What if I don't have a Social Security Number (SSN); Individual Tax Identification Number (ITIN); or Employee Identification Number (EIN)?

If you do not have any of the listed identifies and did not file, you will not be able to obtain a Verification of Non-Filing Letter from the IRS. Instead, you should submit a signed and dated statement that states the following: 

  • You do not have a Social Security Number, an Individual Taxpayer Identification Number, or an Employer Identification Number; and
  • Lists the sources and amounts of earnings, other income, and resources that supported the yourself for the appropriate tax year; and
    • Submit W-2 or 1099 statements for each of the listed sources of income

This statement should be submitted along with the requested Income Verification form.

Note: Anyone who submit W-2 statements that total a gross income that equals or exceeds the IRS tax filing threshold must request a Social Security Number, an Individual Taxpayer Identification Number, or an Employer Identification Number and file an income tax return before you or your student is eligible to receive financial aid.

What if I amended my tax return?

If you amended your tax return, you will need to submit alternative documentation. This is because both the IRS Data Retrieval Tool and the Tax Return Transcript only confirm the information on your originally filed tax return; they do not confirm the information from your amended tax return. You will need to submit the following:

  • A complete copy of your IRS Tax Return Transcript (see instructions below) and
  • A signed copy of your Amended Tax Return (Form 1040X)
    • If box 8863 or 8962 on Line 15 is checked, you must also provide the appropriate schedules with the signed 1040X.

OR

  • A signed copy of your tax return (1040, 1040A, 1040EZ) and
  • A signed copy of your Amended Tax Return (Form 1040X)
    • If box 8863 or 8962 on Line 15 is checked, you must also provide the appropriate schedules with the signed 1040X.

What if I filed a foreign tax return?

If you filed only a foreign tax return, you must submit a transcript obtained from the tax authority that includes all of your income and tax information required to be verified for the tax year. This transcript must be translated into English, but any amounts should be left in the original currency.

If a free transcript is unavailable, you must provide our office with documentation that the tax authority charges a fee to obtain your tax information, along with a signed copy of your income tax return that was filed with the relevant tax authority.

If you filed both a foreign return and a US tax return, follow the instructions above on submitting a Tax Return Transcript or using the IRS Data Retrieval Tool. The FAFSA or Dream Application will use the information on your US Tax Return.

What if my identify was stolen?

If your identity was stolen, you may not be able to obtain a Tax Return Transcript or use the IRS Data Retrieval Tool. You will need to submit a Tax Return DataBase View (TRDBV) transcript as well as a statement you have signed and dated indicating that you were victims of tax-related identity theft and that the IRS has been made aware of it.

You can notify the IRS of the situation by calling the IRS’s Identity Protection Specialized Unit (IPSU) at 800-908-4490. After the IPSU authenticates your identity, you can ask the IRS to mail you the TRDBV transcript for submission to our office.

What if my marital status has changed since I filed my tax return?

If you were married and filed jointly and are now separated; divorced; or widowed, submit your W-2 statements for us to separate your income. 

If you were married at the time you submitted the FAFSA or Dream Application, but weren't married when you filed your tax return, you will need to submit income information for both you and your spouse, even though you weren't married when you filed taxes.

What if my parents are divorced or re-married?

If your biological or adoptive parents are divorced, you would only list the information of your custodial parent on your FAFSA or Dream Application. Your custodial parent is whichever parent provides more than 50% of your financial support, or with whom you live more than 50% of the year. Do not list any information about your non-custodial parent on your FAFSA or Dream Application.

If your custodial parent has married or re-married, you will need to include the demographic and income information for that step-parent on your FAFSA. 

 

Requesting Verification Documents on MyCSULB

Admitted and Continuing Students

To retrieve pending Financial Aid Forms that are currently listed on your To Do list in MyCSULB, follow the instructions below. The forms you request will be emailed to your student CSULB email address. Please note that no financial aid forms will be mailed; you can only access them through MyCSULB

Step 1: Navigate to the Student Center and click on the drop down menu under the Finances section. Select "Request FA Forms" and click on the go arrow.

Request FA Form

Click on Go

Step 2: Click on the "Send Me My Forms" button to have the forms emailed to you. The forms will be emailed as a PDF attachment. Once you have completed the forms submit them to the Financial Aid Office.

 Send me my forms

You have three options to submit forms:

  1. By Mail: CSULB Office of Financial Aid, 1250 Bellflower Blvd, Long Beach, CA 90840
  2. By Fax: (562) 985-1509, Attention: Financial Aid
  3. In Person: Join the Queue. Beach Central – Intake Windows, Brotman Hall; 1st Floor Courtyard

Applicants

To retrieve pending Financial Aid Forms that are currently listed on your To Do list in MyCSULB, follow the instructions below. The forms you request will be emailed to your preferred email address. Please note that no financial aid forms will be mailed; you can only access them through MyCSULB

Step 1: Log in to Applicant Self-Service

Step 2: Follow the prompts on each screen to check your Admissions Application Status

Step 3: After requesting an Application Status, do not exit the window

Step 4: Click the "Get My Financial Aid Forms" button at the bottom of the screen

Click Get My Financial Aid Forms

Step 5: Check to see if you have any open Financial Aid To-Do items and click on "Send Me My Forms".

Click on Send Me My Forms

Finished requesting forms

You have three options to submit forms:

  1. By Mail: CSULB Office of Financial Aid, 1250 Bellflower Blvd, Long Beach, CA 90840
  2. By Fax: (562) 985-1509, Attention: Financial Aid
  3. In Person: Join the Queue. Beach Central – Intake Windows, Brotman Hall; 1st Floor Courtyard