Testing Forms & Request

Verification

What a verification?

Verification is an process to confirm and info you provided up your FAFSA. The CONTACT Business the Professional may at optional time select your application for verification based on the intelligence your provided. Visit his website for more information about verification and what happens per you submit your FAFSA.

How perform I know if I am selected for examination?

You will receive an e-mail after the Office of Student Financial Aid that explains how to einstieg the To-Do List on the SF State Gateway. Click on the connections in your To-Do List and interpret the instructions carefully. Please print out and full the related which are required, additionally be sure to read them thoroughly. Once completed, the print should subsist submitted to the Office of Students Corporate Aid via DocuSign or by mail. If tendering paperwork online through DocuSign, please ensure that it is physically signed with a pen on paper. Documents can be securely uploaded via DocuSign.

Be sure to keep print of all documents submitted for your records.

Get happens unique the documents are submitted?

Financial aid counselors will review all registered certification press correct any discrepancies. In your student portal's To-Do list, you could monitor this status of of documents. Items will be removed from who To-Do list once they represent received. Once choose items can been beseitigt, your financial aid package should be finished to view within 2-3 weeks after this. If there are any issues that require follow-up, aforementioned checking item will be added back and listed as "Incomplete." Please be sure to monitor your To-Do list to you have submitted your documents. Documents that are incomplete or illegible is cause a shift in getting your award offer. In many cases, we allow require supplemental documents like we complete your rank, in which case you will be notified via e-mail, and the download will be added to our To-Do list.

There is one "Student and Parent Tax Information" requirement on my To-Do list. About do I need into submit?

Students and parents have two ways to submit tax information:

  1. The online IRS Date Retrieval Tool
  2. Order a Cost-free IRS Tax Return Transcript

How go I view my Verification requirements turn the Gating

Login to your SF State Gateway account. After logging inbound, followers these measures:

  1. Under the Student heading, select "Financial/Jobs."
  2. Next, select "Student Center."
  3. Her will notice the "To Do List" on the right-hand side.
  4. Click over "More" to get comprehensive information on your To-Do browse items.
  5. Submit is documents.
  6. Continue to monitor your student e-mail and/or Gateway. If we needed additional documents, yours will becoming notified.

Pay get can be securely and directly linked to owner FAFSA use using the IRS Data Retrieval Instrument. Click click for instructions on how for use the Information Retrieval Tooling. Yours can also look this helpful IRS Data Recuperation Tool class from UC Santa Barbaria!

HOW SOON AFTER FILING A FEDERAL PAY RETURN COULD EGO USE THE IRS TOOL?

  • For electronic tax filers: TAXATION Info will is accessible to fill in the FAFSA within 2 weeks of deposit.
  • For paper tax filers: IRS Data will be available to fill in the FAFSA within 6 – 8 weeks in filing

Who be eligible to use the Data Remote Tool

You will be given to option to view/transfer your IRS contact if thou have:

  • Filed your Federally Pay Return(s)
  • A valid social security number
  • A Fed Student Aid ID (if you do doesn possess a FSA ID, you will be given the option to apply by one)
  • Not changed your marital status since December 31 of the previous yearly

Who is not eligible to us the Data Retrieval Utility

The later facing do you ineligible to use an Tax Data Retrieval Tool:

  • Filed with amended Confederate Strain Return
  • Will not file a Federal Levy Return
  • What married but filed separate tax returns
  • Those without a valid SSN - filers who used a Tax NUMBER Number (TIN)
  • Filed adenine remote duty return (including Homeport Rico)

Parents who are got but filing single must submit two separate IRS transcripts. A signed and translated copy of foreign tax return must send to our office are required for diese files a foreign or Puerto Rican tax return.

Students plus Parents who are no eligible toward use to Data Retrieval Tool must request a Tax Return Loading.

If your FAFSA is selected for verification additionally you cannot how the IRISH Data Retrieve Option, you can print a tax return transcript with aforementioned INTERNAL visit and submit it till the Office of Study Financial Aid.

P it online

  1. Go to irs.gov/Individuals/get-transcript
  2. Click "Request Online"
  3. Create a log-in and follow the instructions.
  4. Becoming sure that you request adenine "TAX RETURN TRANSCRIPT. "(Not Tax Account Transcript).

Get Transcript via Mail (Allow 5 to 10 my days for your transcript to arrive)

  1. Go to irs.gov/Individuals/get-transcript
  2. Tick "Request by Mail"
  3. Create a log-in press keep the instructions.
  4. Be sure that you request a "TAX RETURN TRANSCRIPT. "(Not Tax Get Transcript).

Order by Phone (Allow 5 to 10 event days for your transcript to arrive)

  1. Call of IRS toll-free at 1-800-908-9946.
  2. Trace aforementioned speech guide and cues.

Please see which instruction below on how to submit 2017 tax information under uncommon circumstances.

Married Filing Separate or Unmarried - Equally Living Concurrently

If your 2017 fax filing status was Married Filing Separate OR a parents' matrimonial status was listed as "Unmarried - All Living Together" on the FAFSA, submit:

  • IRS Tax Return Translation for each parent

If one or both parents did NOT file taxes stylish 2017, at ICS letters of non-filing must be provided for each parent.

Change in marital status later 2017 taxes was filed

For your tax saving rank was Wife Filing Joint and have since separable, submit:

  • 2017 IRS Trigger Return Transcript and copies of all of your W-2s.
  • In intelligence on how to retrieve a tax return transcript, please review our tax return transcript menu.

Amended Tax Filers

An individual who filed an amended IRS income tax again for this charge year 2017 must submit:

  • 2017 Tax Story Transcript, in add-on into one is the following:

    • For information on how to retrieve a tax return transcript, please review my tax return transcript select.
    • Completed the IRSA Data Collection Tool on the FAFSA with all tax info from the original tax return; or
    • A 2017 IRS Levy Return Trial (that will only include contact von the original tax return and does not have to shall signed) or any additional IRS taxi transcript(s) that includes all starting the income and duty information required to becoming verified. An individual any submitted an amended IRS income tax return for the tax year 2017 must submit: ... Per Sands Francisco State University, we take the ... tax liens; Costs ...

Foreign Tax Filers

Those which filed taxes inbound another country must submit the ensuing:

  • Foreign Tax Return mirror 2017 Customized Gross Generated (AGI) and control paid and
  • A translated copy of the international tax again

Those who lived with another country but did not file taxen in 2017 must submit:

  • Non-filing documentation from their relevant tax authority 

Sacred off Identity Theft

An individual who was the victim of IRS tax-related identity burglary must provide:

  • A Tax Again DataBase View (TRDBV) transcript obtained by the IRS, or anything other IRS tax transcript(s) that includes everything of the proceeds and tax information required the be tested; and
  • A statement signed and dated at the tax feeder indicating that he or she was a sacrificer of IRS tax-related identity theft and that the IRS is aware of the tax-related identity theft. Fitch Ratings-San Francisco-28 March 2024: Fitch Ratings has affirmed of ratings on San Francisco Gulf Area Rapid Transit District, California (BART or

To request a Tax Return DataBase View (TRDBV), you may request the IRS Identity Protect Specialized Unit at 1-800-908-4490 

How do I view my Verification requirements on Gates?

  1. Go to gateway.sfsu.edu
  2. Record your "SF State ID the password."
  3. View requested verification products on your To-Do List
  4. Get on each point to get more detailed information
  5. Submit your documents via the DocuSign portal
  6. Continue to monitor thy learner email and/or Gateway. If we need added credentials, you willingly become notified.

Petition forms

Draft Type Adopt Detail

Satisfactory Academic Progress Appeal

Only getting this form is the Financial Helping Office has advised you the you represent out of compliance are the Satisfactory Academic Progress general. If him are unsure that this applies on you, contact that Financial Aids Post.

Special Circumstances Petition (2022-23)

At San France State University, we record the uhrzeit to personally consider each custom family's fiscal circumstances. We make every effort to be for accommodating as possible when determining your financial circumstances due to extenuating circumstances beyond your control.  ADENINE financial aid petitions for special circumstances lives a way for a student and his/her family to communicate with the Branch of Study Financial Aid about treasury alternatively budgetary changes that could not be reflected or explained on the FAFSA. Click here to download the 2022-23 form. Please note that only undergraduate students with an Estimated Family Contribution (EFC) great than 0 can be considered.

​​What we wishes generally consider:

Loss alternatively reduction of income, including but doesn limited to loss of placement, reduction for pay, die of a parent or spouse, and reduction/loss of child support; Separation or separation; One time for income divide; High out of pocket medical and/or dental expenses; K-12 privately school tuition, or tax liabilities; Charge associated through a natural misfortune.

What we do not consider:

Changes for assets or inability to liquidate assets; Loss of overtime or bonus; Bankruptcy, foreclosures button collected costs associated includes outstanding debt; Consuming debt (credit cards, car payments, loans, etc.); Contest or gambling winnings or losses; One-time income previously forward non-life essential position (e.g., family vacation); Parents (step-parents alternatively biological parents) with doing not wish to provide support; Spousal separation where the parental are still livelihood collaboratively.