Verification

Students are randomly selected by the United States Department of Education to provide additional documentation to the institution to double check and confirm the information provided by the student on the Free Application for Federal Student Aid (FAFSA).

The institution has the authority to request all necessary documentation to complete the verification process. Documents can include a verification worksheet, a copy of the student’s and/or your spouse/parent(s) Federal Tax Return Transcript, SNAP benefits certification, child support paid certification and/or an identity and statement of educational benefits. Students who have been selected for verification can click the button below to print necessary form(s).

A step-by-step guide

How to check
pending items for verification
How to link
IRS tax information to the FAFSA
How to request
an IRS Tax Return Transcript
  1. Go to mystatus.utep.edu
  2. Sign in
  3. Click on Financial Aid
  4. Select academic year for which you would like to view your pending items

Applicant can link student(s) and/or spouse/parent(s) tax information to the FAFSA by using the IRS Data Retrieval Tool. This is required when initially filing their FAFSA or when a student gets selected for verification.

  1. Go to www.FAFSA.gov
  2. Click "Login" and fill out information
  3. Click "Make FAFSA Corrections"
  4. Fill out information and click "next"
  5. Select the "Financial Information" tab
  6. Answer "Already Completed" to the "For __, have you completed your IRS income tax return or another tax return?"
  7. Answer "None of the above" to the "You may be able to use the IRS Data Retrieval Tool to view and transfer your tax information from the IRS."
  8. Click on Create FSA ID
  9. Create a FSA ID for the person for whom the tax information is being transferred (if parent tax information create a parent FSA ID, if student tax information create a student FSA ID)
  10. Click "Link to IRS"
  11. Click "OK" to leave FAFSA and go to IRS website
  12. Click "OK" to verify you are an authorized user
  13. Select answer to "Filing Status" as was listed on tax return
  14. Enter address exactly as it appears on tax return
  15. Click on "Submit"
  16. Click on box below "Transfer My Tax Information into the FAFSA"
  17. Click on "Transfer Now"
  18. Click "Next"
  19. Go to "Sign/Submit" tab on top of page
  20. Sign application with FSA ID
    (if both parent and student signatures are requested, an FSA ID must be created and submitted for both)

Note: If you have created an FSA ID for yourself or a parent (if applicable) within the last 3 days, you will need to login using the option that indicates “Enter the student’s information” on the fafsa.ed.gov website in order to make any type of correction or to use the IRS link.

If you and your spouse/parent(s) cannot use the IRS Data Retrieval Tool please request a Federal Tax Return Transcript by using one of the following methods (Please call (844)545-5640 to schedule an appointment prior to showing up at the local IRS offce):

  1. In person at 700 East San Antonio Street (in El Paso) or the local IRS office in the city or county the taxpayer resides in.
  2. By telephone at (800) 829-1040.
How to check
pending items for verifications

1. Go to mystatus.utep.edu
2. Sign in
3. Click on Financial Aid
4. Select academic year for which you would like to view your pending items
(hover to 5. define academic year)

How to link
IRS tax information to the FAFSA

Applicant can link student(s) and/or spouse/parent(s) tax information to the FAFSA when initially filing their FAFSA or when a student gets selected for verification by using the IRS Data Retrieval Tool.

1. Go to www.FAFSA.gov
2. Click "Login" and fill out information
3. Click "Make FAFSA Corrections"
4. Fill out information and click "next"
5. Select the "Financial Information" tab
6. Answer "Already Completed" to the "For __, have you completed your IRS income tax return or another tax return?"
7. Answer "None of the above" to the "You may be able to use the IRS Data Retrieval Tool to view and transfer your tax information from the IRS."
8. Click on Create FSA ID
9. Create a FSA ID for the person for whom the tax information is being transferred (if parent tax information create a parent FSA ID, if student tax information create a student FSA ID)
10. Click "Link to IRS"
11. Click "OK" to leave FAFSA and go to IRS website
12. Click "OK" to verify you are an authorized user
13. Select answer to "Filing Status" as was listed on tax return
14. Enter address exactly as it appears on tax return
15. Click on "Submit"
16. Click on box below "Transfer My Tax Information into the FAFSA"
17. Click on "Transfer Now"
18. Click "Next"
19. Go to "Sign/Submit" tab on top of page
20. Sign application with FSA ID
(if both parent and student signatures are requested, an FSA ID must be created and submitted for both)

How to request
an IRS Tax Return Transcript

If you and your spouse/parent(s) cannot use the IRS Data Retrieval Tool please request a Federal Tax Return Transcript using the following:

1. Go to IRS site: www.irs.gov
2. Under Tools: "Get Transcript of Your Tax Records"
3. Click on "Get Transcript Online"
4. First times users click on "Create An Account"
     - Will be asked for First Name, Last Name, E-mail, and E-mail Confirmation
     - Click on "Send E-mail Confirmation Code"
     - Check e-mail and input the E-mail Confirmation Code
     - Click on "Verify E-mail Confirmation Code"
     - Will now be asked for Social Security Number, Date of Birth, Filing Status, Country, Address,
       Phone/Mobile Numbers are optional
     - Click on "Next"
     - Variety of questions will be asked. Every user will be asked different questions and we are unable to provide these.
       Please answer to the best of your ability
     - Click on "Next"
     - Create a "Site Phrase" and select a "Site Image"
     - Select security questions
     - Create User Name
     - Create Password
5. Returning users Sign in
6. Select "Higher Education/Student Aid" for reason
7. Select year for transcript under "Return Transcript"
8. Print and submit the printed "Tax Return Transcript" to the Office of Student Financial Aid

FINANCIAL AID VERIFICATION FORMS

Verification of Citizenship

A student can be asked to provide verification of citizenship to the Office of Student Financial Aid. A student must provide original passport or naturalization certificate.

Verification of Eligible Non-Citizen Status

A student can be asked to provide verification of Eligible Non-Citizen Status to the Office of Student Financial Aid. A student must provide original immigration documents. The document will be submitted to the Department of Homeland Security for verification. This process can take up to 6 weeks.

Verification of Selective Service

If you are a male between the ages of 18-26, you are required to register for Selective Service through the U.S. Post Office or the Selective Service website at www.sss.gov.

Failure to register for selective service will prevent the student from getting a financial aid award offer. Male students who were unable to register prior to their 26th birthday must visit the Office of Student Financial Aid to resolve this matter.

Changes in Your Financial Situation

Often time, families have a change in their financial situation since the date the FAFSA was originally submitted. These financial changes might qualify you for an income adjustment/reduction. Changes in financial situation(s) can include:

If the student and/or their parent(s)/spouse have experienced a change in family income and a FAFSA has been submitted, then the student should speak to a Financial Aid Officer (FAO).

A FAO will provide recommendations on steps to take. If you submit a FAFSA after the last available financial aid workshop you must wait until we receive your FAFSA information to speak to a FAO about an income adjustment/reduction.

SPECIAL CIRCUMSTANCES FORMS

Federal School Code: 003661