To ensure that students receive all of the federal funding that they are eligible for, each year the Department of Education selects students to complete a process called verification. The federal verification process acts as a quality control measure, and approximately 1 out of every 3 FAFSA applications is selected by the Department’s Central Processing System to complete the process.

Students required to complete the verification process will not receive any federal aid until the requested documents have been submitted and reviewed by the Office of Financial Aid. The submitted documentation serves to verify the information reported on the FAFSA, and ensure that any conflicting information is corrected.

Typically, the required documents include:

2019-2020 Award Year
  1. A dependent or independent Verification Worksheet.
  2. Student (and spouse/parents if applicable) 2017 Federal Tax Return Transcripts; 2017 Federal Tax Return (1040, 1040EZ/A) documents; or 2017 Verification of Nonfiling Letter, dependent upon the information reported on the FAFSA as well as the Verification Worksheet.
    • You may be able to reduce the number of documents you will need to submit by completing your FAFSA using the IRS’s Data Retrieval Tool. This tool imports tax information directly into the FASFA, and when submitted without alterations can waive the need for certain documents.
    • Instructions about obtaining documents directly from the IRS can be found here.
  3. Other documents may be requested on an individual basis.

 

Our office strongly encourages that all those who are able to use the DRT do so in an effort to ensure that the most accurate information is reported and the verification process streamlined for each student.

For the 2019-2020 award year, the student must submit all verification documents to the institution no later than 120 days after the student’s last date of enrollment for the 2019-2020 award year or September 21, 2020, whichever is earlier. However, until verification has been completed, no federal aid can be released to a student’s account, which may result in a financial balance and student account hold. Failure to submit requested documents will result in the loss of eligibility for Title IV aid.

2020-2021 Award Year
  1. A dependent or independent Verification Worksheet.
  2. Student (and spouse/parents if applicable) 2018 Federal Tax Return Transcripts; 2018 Federal Tax Return (1040, 1040EZ/A) documents; or 2018 Verification of Nonfiling Letter, dependent upon the information reported on the FAFSA as well as the Verification Worksheet.
    • You may be able to reduce the number of documents you will need to submit by completing your FAFSA using the IRS’s Data Retrieval Tool. This tool imports tax information directly into the FASFA, and when submitted without alterations can waive the need for certain documents.
    • Instructions about obtaining documents directly from the IRS can be found here.
  3. Other documents may be requested on an individual basis.

For the 2020-2021 award year, the student must submit all verification documents to the institution no later than 120 days after the student’s last date of enrollment for the 2020-2021 award year or September 21, 2021, whichever is earlier. However, until verification has been completed, no federal aid can be released to a student’s account, which may result in a financial balance and student account hold. Failure to submit requested documents will result in the loss of eligibility for Title IV aid.


Our office strongly encourages that all those who are able to use the DRT do so in an effort to ensure that the most accurate information is reported and the verification process streamlined for each student.

For questions regarding requested documentation and document requirements, please contact us at FinancialAid@ben.edu.

IRS's Data Retrieval Tool
Office of Financial Aid
BENEDICTINE UNIVERSITY
Lownik Hall - Main Floor
Monday - Friday
8:30 a.m. - 5:00 p.m.
Email: financialaid@ben.edu
Phone: (630) 829-6100
Fax: (630) 829-6101