Texas A&M University-Kingsville

Group 5 Verification

You have been selected by the U.S. Department of Education to complete a Group 5 Verification.

Some FAFSA applications are randomly selected by the U.S. Department of Education for a process called verification. Verification requires student and/or parent(s) to submit official financial information for review by the Office of Student Financial Aid before an award package can be offered. Documents may be submitted in person or by mailed to the Office of Student Financial Aid

 

This process can take up to four weeks.

 

Download, complete, and submit the forms below to complete Group 5 verification: (Please use Black or Blue ink to fill in all forms)

Failure to complete these forms may delay or alter your award eligibility

 

 

Follow the links below for instructions

Dependent Students please click here

Independent Students please click here

 

 

 

 

 

 

 

Dependent Student Instructions

 

Verification Worksheet Instructions (Dependent Student)

Section A

  • Enter your current information

Section B

  • This section should be left blank

Section C

Please enter:

  • Your name and age
  • Parent’s name(s) and age
  • Siblings, their age and name of college (if attending – parents cannot be counted as being in college)
  • Any other individual living in household that parent’s provide more than 50% of their support during the 13-14 school year

Section D

  • Tax filing requirements
  • Please check appropriate box to indicate whether you and/or your spouse (parents) were required to file a tax return or not
  • Additional Financial Information and Untaxed Income:
  • Enter dollar amount under column heading “Student/Spouse” if applicable
  • Enter dollar amount under column heading “Parent(s)” for parent if applicable

Section E

  • Both you and a parent must sign

Acceptable documentation:

  • A copy of your 2012 IRS Tax Transcript if filed a tax return
  • Copies of original W2s given by employer or an IRS Tax & Wage Statement
  • A copy of your Parent’s 2012 IRS Tax Transcript
  • Copies of original W2s given by employer or an IRS Tax & Wage Statement *(Must have the IRS logo across the top of page).

 

Snap Benefits Worksheet Instructions (Dependent Student)

Section A

  • Enter your current information

Section B

  • Parent should answer:
  • if they receive SNAP benefits.
  • If Yes, have them check the “Yes” box, and submit documentation that can be downloaded from the Texas Department of Human Services website www.yourtexasbenefits.com or submit copy of Benefits of Eligibility notification
  • If No, please check the “No” box.

Section C

  • You and a parent must sign form

 

Child Support Worksheet Instructions (Dependent Student)

Section A

  • Enter your current information

Section B

  • Please have your parent enter:
  • Who paid the child support
  • To whom it was paid
  • The name of the child(ren) child support was paid for
  • The annual dollar amount paid for each child

Section C

  • You and a parent must sign form

 

 

 High School Completion Worksheet Instructions

Section A

  • Enter your current information

Section B

  • Check appropriate box and submit documentation along with form. Acceptable documentation for verification of High School Completion is one of the following:
    • Copy of High School Diploma
    • Copy of Final High School Transcript showing date when diploma was awarded
    • Copy of General Education Development (GED) certificate or GED Transcript
    • Official Academic transcript indicating student successfully completed a two-year program (Associates Degree)
    • If State law requires a homeschooled student to obtain a secondary school completion credential for homeschool (other than a high school diploma or its recognized equivalent), a copy of that credential.
    • If State law does not require a homeschooled student to obtain a secondary school completion credential for homeschool (other than a high school diploma or its recognized equivalent), a transcript or the equivalent, signed by the student’s parent or guardian, that lists the secondary school courses the student completed and documents the successful completion of a secondary school education in a homeschool setting.

 

 

 

Identity/Statement of Educational Purpose Worksheet Instructions (In Person)

*This form is used when the student is able to come into the Office of Student Financial

Section A

  • Enter current information

Section B

  • Submit one of the acceptable documentation of a Government Issued ID:
    • A valid Driver’s License,
    • An identification card provided by the Texas Department of Public Safety Office
    • Valid passport. 
    • Military ID
  • Student must print his/her name on form where indicated, in the presence of a Financial Aid representative

Section C

  • Student must sign and date the form.

 

 

Identity/Statement of Educational Purpose Worksheet Instructions (Notarized)

*This form is used when the student is unable to come in person to the Office of Student Financial Aid

Section A

  • Enter current information.

Section B

  • Acceptable documentation of a Government issued ID:
    • A valid Driver’s License
    • An identification card provided by the Texas Department of Public Safety Office
    • Military ID
    • Valid passport. 
  • This form is to be notarized by a notary in the presence of the student.

*No faxes will be accepted

 

 

 

 

 

 

 

 

Independent Student Instructions

Verification Worksheet Instructions (Independent Student)

Section A

  • Enter your current information

Section B

  • Please check statement that applies

Section C

  • Please enter:
    • Your name and age Spouse’s name (if married) and age Name of children (if applicable)
    • Any other individual living in household that student will provide more than 50% of their support in the 13-14 school year

Section D

  • Please check appropriate box to indicate whether you and/or your spouse (parents) were required to file a tax return
  • Additional Financial Information and Untaxed Income:
    • Enter dollar amount under column heading “Student/Spouse” if applicable

Section E

  • You and your spouse (preferably) must sign
  • Acceptable documentation:
    • A copy of your and your spouse (if married)
    • 2012 IRS Tax Transcript if filed a tax return (Must have the IRS logo across the top of page).
    • Copies of your and your spouse (if married) original W2s given by employer or an IRS Tax & Wage Statement(s)

 

 

Snap Benefits Worksheet Instructions (Independent Student)

Section A

  • Enter your current information

Section B

  • Student should answer:
    • if they receive SNAP benefits.
    • If Yes, please check the “Yes” box and submit documentation that can be downloaded from the Texas Department of Human Services website www.yourtexasbenefits.com or submit a copy of Benefits of Eligibility notification If No, please check the “No” box

Section C

  • Student must sign form

 

 

Child Support Worksheet Instructions (Independent Student)

Section A

  • Enter your current information

Section B

  • Student should enter:
    • Who paid the child support
    • To whom child support was paid
    • The name of the child(ren) child support was paid for
    • The annual dollar amount paid for each child

Section C

  • Student must sign form

 

 

 

 High School Completion Worksheet Instructions

Section A

  • Enter your current information

Section B

  • Check appropriate box and submit documentation along with form. Acceptable documentation for verification of High School Completion is one of the following:
    • Copy of High School Diploma
    • Copy of Final High School Transcript showing date when diploma was awarded
    • Copy of General Education Development (GED) certificate or GED Transcript
    • Official Academic transcript indicating student successfully completed a two-year program (Associates Degree)
    • If State law requires a homeschooled student to obtain a secondary school completion credential for homeschool (other than a high school diploma or its recognized equivalent), a copy of that credential.
    • If State law does not require a homeschooled student to obtain a secondary school completion credential for homeschool (other than a high school diploma or its recognized equivalent), a transcript or the equivalent, signed by the student’s parent or guardian, that lists the secondary school courses the student completed and documents the successful completion of a secondary school education in a homeschool setting.

 

 

 

Identity/Statement of Educational Purpose Worksheet Instructions (In Person)

*This form is used when the student is able to come into the Office of Student Financial

Section A

  • Enter current information

Section B

  • Submit one of the acceptable documentation of a Government Issued ID:
    • A valid Driver’s License,
    • An identification card provided by the Texas Department of Public Safety Office
    • Valid passport. 
    • Military ID
  • Student must print his/her name on form where indicated, in the presence of a Financial Aid representative

Section C

  • Student must sign and date the form.

 

 

Identity/Statement of Educational Purpose Worksheet Instructions (Notarized)

*This form is used when the student is unable to come in person to the Office of Student Financial Aid

Section A

  • Enter current information.

Section B

  • Acceptable documentation of a Government issued ID:
    • A valid Driver’s License
    • An identification card provided by the Texas Department of Public Safety Office
    • Military ID
    • Valid passport. 
  • This form is to be notarized by a notary in the presence of the student.

*No faxes will be accepted

 

 

 

 

 

 

 

 

 Requesting IRS Tax Return Transcript

  1. Go to https://sa1.www4.irs.gov/irfof-tra/start.do
  2. Enter Social security number of primary person on tax return filed
  3. Enter Date of Birth
  4. Enter Street address exactly as shown on tax return form, no punctuation
  5. Enter Zip Code
  6. Under “Type of Transcript” choose “Return Transcript”
  7. For Tax Year choose the 2012 from drop down menu
  8. Click on continue
  9. A message will appear “We have accepted your request for a 2012 Return Transcript. Please allow 5-10 days to receive it. The transcript will be sent to the address we have on file for you.”

If Dependent, the above process will need to be done twice. Once for you if you filed a tax return, and once for your parents

 

 

 

 

 

 

 

 

 

 

 

 

This page was last updated on: April 17, 2013