Verification is a process required by the Dept. of Education in order to ensure that families are receiving the correct amount of aid. This process requires UIW to request additional information from you which will then be compared to the information on your FAFSA. If errors are found, we must correct those errors and adjust your award if necessary. Documents requested may include Verification Worksheets (found on our Forms page), tax documents from the IRS, W2s, forms of ID, and other documents.
Not every student selected for verification is required to provide the same documents, so it's improtant that you know what is needed for your account. Our office will notify you through your Cardinal email if you are selected and if any documents are required. You can also find this information by checking the "Additional Messages" section of your UIW financial aid award letter, or by logging into BannerWeb and checking for any document requirements listed under "Student Requirements."
Documents requested may include Verification Worksheets (found on our Forms page), tax documents from the IRS, W2s, forms of ID and/or other documents.
Once our office receives all the required documents from you, the normal processing time is 3-5 business days. You will receive an email through Cardinal mail when verification is complete. If any adjustments have been made to your financial aid package, you can check BannerWeb to see your adjusted package. Please allow one week after verification is complete for final processing.
Availability of tax information from the IRS is a common factor that affects when verification can be completed. To avoid delays, we advise filing taxes as soon as possible to make sure that IRS documents will be available for verification processing.
Using the FAFSA DRT Tool is the fastest and most convenient way to provide your tax information to our office. Simply log back into your FAFSA at www.fafsa.ed.gov, go to the “Financial Information” tab and import student/parent tax information directly from the IRS.
It takes about 2-3 weeks after your return has been accepted by the IRS before you are able to use the DRT Tool. In addition, some individuals are ineligible to use the DRT in certain circumstances, such as:
If you are ineligible/unable to use the DRT Tool, you are required to submit a Tax Return Transcript instead. See below for information on obtaining a Tax Return Transcript.
A Tax Return Transcript is a document that you must request directly from the IRS. It shows a record of what was actually received and processed by the IRS when you filed your taxes. It is NOT the same thing as the 1040/1040A/1040EZ tax return that you filed.
If you are asked to provide your tax return transcript, but it is not available because you filed an extension (IRS Form 4868), you can provide the following instead:
Other documents may be required as well; your financial aid advisor will contact you if additional documents are needed.
If you filed an amendment to your taxes (IRS Form 1040x), there are additional documents needed when you provide your tax information to our office. In general, you will to provide:
The IRS provides an online IRS Interactive Tax Assistant to answer common questions such as "Am I required to file?"
Our office is available for any questions you have about verification and your specific situation. Please contact our office by email (firstname.lastname@example.org), in person or by phone (210-829-6008), and we will be happy to discuss your verification status with you.
San Antonio, TX 78209