Skip to Content

My Palmetto College


If you are selected for verification, you are not alone! A percentage of all Free Application for Federal Student Aid (FAFSA) filers are selected for the verification process, which requires the school to collect documentation to check the accuracy of the FAFSA information.  Some of the main reasons for being chosen for verification are:

  • Application is randomly selected.
  • FAFSA has incomplete data.
  • Data on the FAFSA appears to contradict itself.
  • FAFSA application has estimated information on it.

If selected, the verification process must be completed before financial aid can be awarded.

When selected for verification the student will be notified by University email account. The student will be directed to the SSC to review a list of the documents that must be submitted to the Financial Aid Office before financial aid can be awarded.  

The Financial Aid Office may be required to verify the following data elements on your FAFSA:

  • Adjusted Gross Income
  • Taxes Paid
  • Tax-exempt interest income
  • Income Earned from Work (for non-tax filers)
  • Certain Untaxed Income Items (not limited to: IRA distributions, pension) 
  • Household Size
  • Number in College
  • Any other inconsistent or conflicting information

Important: Please submit all requested forms and supporting documentation together at the same time. No processing can take place until all documentation is received.

Participation in the verification process is not optional. If you do not submit the requested documentation, you will not be eligible to receive federal or state need-based financial aid and your parents will not be eligible to borrow a federal PLUS loan.

Students selected for verification will not be packaged for financial aid until the Financial Aid Office has received all requested required documentation and the verification process has been completed. Depending on the time of year, the verification review process can take up to 15 business days from the time all requested required documents are received. The process can take longer if additional nonstandard documentation is required or corrections are needed to the FAFSA.  The following items may be requested for verification:

  • The prior year tax transcripts for both parent and student, if the student is dependent OR preferably, use the IRS Data Retrieval Tool from your FAFSA
  • Verification Worksheet (Dependent or Independent)
  • W-2s
  • Verification of Net Worth

Documentation Deadline & Participation: The Financial Aid Office begins awarding aid on our priority deadline of April 1st. To prevent missing out on any limited funding sources, verification must be finished and your requirements on SSC satisfied. Even after April 1st, be sure to satisfy your requirements as soon as possible. If selected, the verification process is required to be completed before you may be awarded federal financial aid.  

IRS Data Retrieval Tool

The best way to verify income is by using the IRS Data Retrieval Tool located within the FAFSA.  If you did not complete the IRS Data Retrieval process when completing your FAFSA the instructions for updating your FAFSA using the tool are below.

To use the Data Retrieval Tool:

  1. Go to
  2. Go to the Returning User? Section and click on Login. Do not submit a new FAFSA, make corrections to your current FAFSA.  
  3. Enter your FSA ID or Student Information and click Next. 
  4. If requested, enter your Save Key. 
  5. Click on the appropriate year tab. 
  6. Click on Make a Correction.
  7. Click on the Financial Information Tab. Under the Student and/or Parent Financial Information, answer the questions in the “To determine if you can use the IRS Data Retrieval Tool to transfer your tax return information from the IRS into your FAFSA, answer the following question(s):” box. 
  8. If eligible click on “Link to IRS” box. This will show a “Leaving FAFSA on the Web” page. Click OK to continue.
  9. You will receive a popup box from the U.S. Government, read the information and click OK.
  10. Enter your street address, city, state, and zip code exactly as it appears on your Federal Income Tax Return and click Submit. 
  11. Your tax information will appear. Mark the box “Transfer My Tax Information into the FAFSA.”
  12. Click the “Transfer Now” button.
  13. Do not update the information on the questions that have “Transferred from the IRS”.
  14. Enter your wages from work (if married enter your wages and then your spouse’s wages, if your spouse earned wages.  If dependent enter your parent(s) earned wages).
  15. Answer the dislocated worker question.
  16. Click NEXT remember, do not update the questions that have “Transferred from the IRS” notated.
  17. Sign and Submit your FAFSA again.

 If you are unable to use the data retrieval tool, you may request your IRS Tax Return Transcript. Your Tax Return Transcript will be mailed to the address listed on your taxes. Below are steps in requesting your transcript.   

  1.  Online: In order to request your IRS Tax Return Transcript online, you will need the Social Security number or the Individual Tax Identification Number (ITIN) and date of birth for the primary taxpayer, and the address from your latest U.S. Individual Income Tax Return. Visit the IRS website at
  2. By phone: You may contact the IRS at 1-800-908-9946 to request your IRS Tax Return Transcript. If ask, tell the employee that you need an IRS Tax Return Transcript for educational purposes. You may call from 7 am to 7 pm.
  3. Paper: Download IRS form 4506TEZ here: Once you complete the form, you may mail or fax the form to the IRS address or fax number they provided.

The Internal Revenue Service (IRS) has recently changed the format of tax transcripts to protect taxpayers from unauthorized use of taxpayer data. The new format redacts all personally identifiable information and some public record information. Because of this, all tax transcripts that are sent to our office must include the student's name and VIP ID on each page of the transcript. Where applicable, the parent or spouse's name should also be written on the tax transcript in addition to the student's name and VIP ID. Without this information, our office cannot identify the owner of the tax transcript or document that we have received the transcript.

Important Note: Starting in January 2019, IRS tax transcripts can no longer be sent directly to our office from the IRS. Your requested documents will be mailed to the address that exist on your tax return. You will be responsible for submitting the necessary documents to the Financial Aid Office. Please visit for alternative options.

Amended Tax Returns: If you filed an amended tax return, the U.S. Department of Education allows us to accept your federal tax returns. We will need a signed copy of your original Federal Tax Return (1040) AND your amended Federal Tax Return (1040x).

Filing Extensions: If you have filed an extension for your tax return, please contact our office so that we may send you the appropriate form necessary for completing verification.

Submitting Income Tax Information: If you are able to use the IRS Data Retrieval Tool provided through the FAFSA, your tax return information will be sent to us electronically within 7-10 days of your signing and submitting your FAFSA to us.

Once you have received your Tax Return Transcript, it should be submitted to the Financial Aid Office. Note: Be sure to write your name and VIPID on the top of each page so we know that it can be linked correctly to your file. 

How to request IRS Verification of Non-filing Letter

What is an IRS Verification of Non-filing Letter?

An IRS Verification of Non-filing Letter - provides proof that the IRS has no record of a filed Form 1040 for the year you requested.

Non Tax filers can request an IRS Verification of Non-filing of their tax return status, free of charge, from the IRS in one of three ways:

  • Online

  • By telephone

  • By Paper

 Online Request

  • Available at
  • Click “Get Transcript ONLINE” (If at any point, you cannot validate your identity – for example, you cannot provide financial verification information or you lack access to a mobile phone – you may use Get Transcript by MAIL, see below) If you don’t have an IRS account already create one.
  • Enter the non-filer’s Social Security Number, email address, filing status, account numbers for loan or credit card associated with your name, and mobile phone associated with your name.
  • Click “Continue”
  • Select "Verification of Non-filing Letter”and in the Tax Year field, select "20XX". (XX represents the year you’re requesting)
  • If successfully validated, you will be able to view your IRS Verification of Non-filing Letter.
  • Sign and submit the IRS Verification of Non-filing Letter to the Financial Aid Office; make sure to include the student’s name and VIP ID on the letter.

 Telephone Request

Available from the IRS by calling 1-800-908-9946

  • Tax filers must follow prompts to enter their social security number and the numbers in their street address. Generally this will be numbers of the street address that was listed on the latest tax return filed.
  • Select "Option 2" to request an IRS Verification of Non-filing Letter and then enter the tax year.
  • If successfully validated, non-filers can expect to receive a paper IRS Verification of Non-filing Letter at the address provided in their telephone request within 5 to 10 days from the time of the request.
  • IRS Verification of Non-filing Letter requested by telephone cannot be sent directly to a third party by the IRS.
  • Sign and submit the IRS Verification of Non-filing Letter to the Financial Aid Office; make sure to include the student’s name and VIP ID on the letter.

 Paper Request Form – IRS Form 4506-T

Download IRS Form 4506-T 

  • Complete lines 1 – 4, following the instructions on page 2 of the form.
  • Line 3: enter the non-filer’s street address and zip or postal code. Use the address currently on file with the IRS.
  • Line 7: Select the checkbox on the right hand side for Verification of Non-filing.
  • Line 9: Year or period requested field, enter "12/31/20XX"(XX represents the year in question).
  • The non-filer must sign and date the form and enter their telephone number. Only one signature is required when requesting a joint IRS Verification of Non-filing Letter.
  • Mail or fax the completed IRS Form 4506-T to the address (or FAX number) provided on page 2 of Form 4506-T.
  • If the 4506-T information is successfully validated, tax filers can expect to receive a paper IRS Verification of Non-filing Letter at the address provided on their request within 5 to 10 days.
  • Sign and submit the IRS Verification of Non-filing Letter to the Financial Aid Office; make sure to include the student’s name and VIP ID on the letter.

Unusual Enrollment History

The U.S. Department of Education has established regulations to prevent fraud and abuse in the Federal Pell Grant Program by identifying students with unusual enrollment histories. Some students who have an unusual enrollment history (UEH) have legitimate reasons for their enrollment at multiple institutions. However, such an enrollment history requires our office to review your file in order to determine future federal financial aid eligibility. If selected by the Department of Education (via the FAFSA), this must be resolved before you will receive financial aid.

Definition of Unusual Enrollment History

The specific pattern the Department of Education uses to select students includes those students who have received a Federal Pell Grant at multiple institutions during the past three academic years. Once the Department of Education indicates that a student has an unusual enrollment history, the Financial Aid Office must then take action and review the academic history prior to determining federal financial aid eligibility for that student.

What Will Be Required of You?

If selected, you will be required to complete the Unusual Enrollment History Form.  We will check your financial aid history at your previous institutions that you attended during the previous three years. You are required to have received academic credit at any institution you received the Federal Pell grant while attending in those relevant academic years. You need to ensure that we have received all official transcripts for schools previously attended. These records were required at the time of admission and must be on file with the Registrar's /Records Office for your financial aid review. Our office will verify the academic credit was received at each institution during the relevant years. If so, we will notify you that you have satisfied this requirement. If you failed to receive academic credit at any institution you received a Federal Pell grant at during the relevant award years, your federal financial aid will be denied and you will be notified of the appeal process and/or how to regain eligibility.

Conflicting Information

Students must be careful to submit only accurate information on all forms submitted to the Financial Aid Office. In the scenario that information submitted to the Financial Aid Office conflicts with other information received, additional documentation will be required. Financial Aid cannot be packaged or disbursed until conflicting information is resolved. Both the determination of information conflicting and the resolution of the conflicting information is determined by the Financial Aid Office in conjunction with US Department of Education regulations.

Other Verification Documents

Other documents might be needed. The Federal Processor alerts students to issues on the first page of the Student Aid Report. A “C” placed next to the Expected Family Contribution (EFC) indicates issues that need to be resolved.

You might be requested to provide the following:

  • A copy of your Social Security Card
  • A copy of your Marriage License
  • Proof of Selective Service Registration
  • Verification of high school completion

For these documents, the student should appear in person and allow the school to review the original document. Scanned or faxed copies of these documents cannot be accepted. We will make a copy for your financial aid file.

  • Citizenship papers
  • INS Alien Registration Card
  • Birth Certificate
  • Statement of Identity and Educational Purpose - driver's license and/or US passport

Note: If verification becomes necessary after you are initially awarded/aid disbursed, your previously awarded aid may be placed on hold until your file once again becomes complete.  If you do not complete the verification process any aid disbursed must be cancelled which may result in a balance owed to the university.

Challenge the conventional. Create the exceptional. No Limits.