Fill Out the Verification Worksheet
Only If You Have Been Requested to Do So
The Department of Education selects about 30% of Student Aid Reports (SARs) for verification. The Financial Aid Office may also choose a FAFSA for verification in order to resolve any questionable or conflicting information.
Please complete and submit the following by mail or fax so we may verify your FAFSA information.
- If you are an independent student: A signed copy of your and your spouse's 1040 federal tax form(s)
- Both must sign
- Only need 1040 or 1040EZ (do not need attachments, schedules, or addenda) - see 1040 blank example below
- If you are a dependent student: A signed copy of your parents' 1040 federal tax form(s)
- Dependency status is determined by your FAFSA results
- Only need 1040 or 1040EZ (do not need attachments, schedules, or addenda) - see 1040 blank example below
- A copy of your W2 form(s)
- A copy of your spouse's/parents' W2 form(s)
- The Verification Worksheet (see chart below)--must be signed.
- Copies of any child support paid documentation
- Copies of any other documentation that was used when filling out your FAFSA (copies of social security statement, etc. )
- The Clarification Statement Form will be requested if there is conflicting information on your paperwork
- The Selective Service Form is for males 26 or older who is not registered with the Selective Service
Please fill out forms completely and sign each of them in order for the information to be valid.
| The 11-12 Independent Verification Worksheet |
Download |
| The 11-12 Dependent Verification Worksheet |
Download |
| The 10-11 Independent Verification Worksheet |
Download |
| The 10-11 Dependent Verification Worksheet |
Download |
| 1040 Example of the 2 pages we need from your return |
Download |
| 1040X - To File An Amended Tax Return |
Download |
| Clarification Statement |
Download |
| Selective Service Form |
Download |
(If you are having problems viewing the files in your browser, please right-click on the links, and "Save" them to your computer before opening them.)
For Questions Contact:
School of Arts and Sciences (SAS) - financialaid@montreat.edu
School of Professional and Adult Studies (SPAS) - spasfinancialaid@montreat.edu
800-545-4656