Some students who apply for financial aid will be selected for verification by the federal processor. This federally mandated verification process uses documentation to confirm that the information provided on your FAFSA is correct to ensure that you receive all the federal financial aid to which you are entitled.

Read on to learn more about why you were selected, and what to expect going forward.

How will I know if I am selected for verification?

If you are selected for verification by the federal processor, there will be an asterisk next to your Expected Family Contribution (EFC) on your Student Aid Report (SAR). You will also be informed of having been selected for verification in the SAR Acknowledgement letter. You can view your SAR online or view a sample SAR (PDF).

If you are selected for verification when you file your FAFSA, you will be notified by the WPI Office of Student Aid & Financial Literacy of any additional documentation that is required.

Why was I selected for verification?

Reasons vary; it may be that your FAFSA was incomplete or contains estimated or inconsistent information. You may have also been chosen randomly. Verification is a federal regulation. Students selected for verification are not being punished; rather verification prevents ineligible students from receiving aid by reporting false information and ensures that eligible students receive all the aid for which they qualify.

If I am selected for verification, am I required to submit additional documentation?

Yes. Participation in the verification process is not optional. If a student who is selected does not submit the required documentation by the established deadline, he or she will not be eligible to receive federal financial aid as a WPI student, and all pending federal student aid credits will be canceled. 

Should the verified financial information differ significantly from the original information provided on the FAFSA, your aid may be adjusted, in which case you will be notified within two weeks.

How will I know what additional documentation is required for verification, and where and when to send it?

If your SAR indicates you were selected for verification you and your parent(s) will be required to provide supporting documents to the WPI Office of Student Aid & Financial Literacy.

The Department of Education has changed the verification process. As a result, depending on certain financial indicators, the category of verification you were selected for and the specific documentation required will vary. You will receive a letter from the WPI Office of Student Aid & Financial Literacy outlining your requirements. Below is a breakdown of each verification category.

Category: Standard Verification or V1

What is required?

  • For tax filers, successfully utilize the IRS’s Data Retrieval Tool on the FAFSA (preferred option). Step-by- step instructions for using this tool are available or provide a copy of a 2016 federal tax return transcript.
  • For non-tax filers, provide a copy of 2016 W-2 statement(s).
  • A 2018-2019 Verification Worksheet which can be found at the bottom of our Forms page.

Category: Custom Verification or V4

What is required?

  • You must appear in person (at the Office of Student Aid & Financial Literacy, Bartlett Center, 2nd Floor), present a valid government-issued photo ID and a signed statement of educational purpose (to be submitted in person upon your arrival on campus).
  • A 2018-2019 Verification Worksheet which can be found at the bottom of our Forms page.

Category: Aggregate Verification or V5

What is required?

  • You must appear in person (at the Office of Student Aid & Financial Literacy, Bartlett Center, 2nd Floor), present a valid government-issued photo ID and a signed statement of educational purpose (to be submitted in person upon your arrival on campus).
  • For tax filers, successfully utilize the IRS’s Data Retrieval Tool on the FAFSA (preferred option). Step-by- step instructions for using this tool are available or provide a copy of a 2016 federal tax return transcript.
  • For non-tax filers, provide a copy of 2016 W-2 statement(s).
  • A 2018-2019 Verification Worksheet which can be found at the bottom of our Forms page.

 

To avoid delays, all verification documents should be mailed only to our office:

 

WPI Office of Student Aid & Financial Literacy

100 Institute Road
Worcester MA 01609
 

If the federal processor selects your application for verification, you do not have to wait for the Office of Student Aid & Financial Literacy to request additional documentation from you. It is your responsibility to review your SAR, which will list the specific verification category you were selected for, to determine if you are selected and submit additional documentation to the Office of Student Aid & Financial Literacy by the first day of class of the first semester you are entering for that academic year or within one month of the date of the request, whichever is later.

WHO CANNOT USE THE IRS’S DATA RETRIEVAL TOOL?

Students or parents who:

  • Are married filing separately for the current tax year.
  • Filed a foreign tax return for the current tax year.
  • Anyone who provided all zeros for Social Security Numbers on tax returns.
  • Have a marital status date of January 1, of the current tax year or later.

VICTIMS OF IRS IDENTITY THEFT

Individuals who are victims of IRS tax-related identity theft must submit a Tax Return DataBase View (TRDBV) transcript obtained from the IRS and a statement signed and dated by the tax filer indicating that they were victims of IRS tax-related identity theft and that the IRS has been made aware of the tax-related identity theft.  Tax filers may obtain a TRDBV transcript and inform the IRS of the tax-related identity theft by calling the IRS’s Identity Protection Specialized Unit (IPSU) at 1.800.908.4490.

AMENDED TAX RETURNS

Individuals who amended their federal income tax return must submit a tax return transcript and a signed copy of the IRS Form 1040X that was filed with the IRS.

INFORMATION REGARDING INCOME INFORMATION FOR NON-IRS TAX FILERS

To verify income information, tax filers who filed an income tax return with a taxing authority in a U.S. territory (Guam, American Samoa, the U.S. Virgin Islands) or commonwealth (Puerto Rico and the Northern Mariana Islands) or with a foreign government, must submit a copy of a transcript of their tax information to the institution if a transcript is available at no charge from that jurisdiction’s taxing authority.  A signed copy of the applicable income tax return that was filed with the taxing authority is only acceptable if tax filers are unable to obtain a free copy of a transcript of their tax information.