麻豆AV

1. Go to the 麻豆AV home page and log into the 麻豆AV Portal.
2. Once you are logged in, navigate to My Finances and select Financial Aid & Scholarships.
3. Scroll down to the Financial Aid Essentials section and select To-Do-List
4. Select the Independent Verification to-do item.
5. Click to Submit your听Independent Student Electronic Verification (e-verification) Worksheet

The Independent Verification electronic form (E-form) will open in a new window.听

Please complete all sections of the E-form. The last step is to electronically sign and submit the E-form through the Portal.

You are required to turn in income documentation such as an IRS Tax Return Transcript or copies of your singed Tax Returns to the Financial Aid & Scholarship Department only if you will听not听use the IRS Data Retrieval Tool (IDRT) through the FAFSA.听

Step One: Student Information
Note: Your Last Name, First Name, 麻豆AV ID and Award Year will already be populated.听

For听Application Type, indicate whether you filed the Free Application for Federal Student Aid (FAFSA) or California DREAM application.

Step Two: Household Information听

Family Information听鈥撎�List yourself, your spouse (if married) and your dependent children. Provide the person鈥檚 full name, relationship to you, age and college information (if attending college/university for the school year indicated).听

• Click the听Add New Family Member听button to add each person to the chart, start with yourself. The form will assume you will be enrolled at least half time at 麻豆AV and will only ask for enrollment status of other family members.

• Do not include Foster Children.
• For members of the Household who will be attending college/university at least half-time in a degree or certificate program for the school year indicated, refer to the guidelines below:
  • 麻豆AV Spouse or Child听鈥� Select听麻豆AV听from the college drop down menu, enter the person鈥檚 麻豆AV ID number and indicate whether he/she plans to attend at least half-time.
  • Spouse or Child Attending Another College/University听鈥� Select听Other听from the college drop down menu, enter the name of the other college and indicate whether he/she plans to attend at least half- time.
  • Select听None听from the college drop down menu for all members of the Household who will听not听be attending college/university at least half-time toward a degree or certificate for the school year indicated.

If you make an error, use the听Delete听button within the chart to remove a family member.

Special Instructions for Reporting an Unborn Child听鈥� If your child will be born during the school year (refer to the date on the form), select听Unborn Child听from the听Relationship听drop down menu and provide the听Due Date.听

a. The听Due Date听must be in MM/DD/YYYY format.

Step Three: Student/Spouse Income
Select the 鈥淪tudent Income鈥� tab or click the Next-Student Income button under the Household Information tab to go to the next section of the form.

NOTE:听Answer income questions about yourself (the student). If you are married or remarried include information about your spouse.听

Tax Filing Status听鈥� Indicate whether you filed or will file a federal income tax return; otherwise, indicate that you are not required to file a federal income tax return with the IRS.听

a. If you Filed Taxes and used the IRS Data Retrieval Tool (IDRT):

• Select the听Tax Return Filer听option
• Select 鈥淚, the student (and spouse), have used or will use the IRS Data Retrieval Tool (IDRT) in FAFSA on the Web to transfer my听IRS income tax return information into my FAFSA.
  • Note: The tax year is indicated on the E-form
• You do NOT need to submit any tax documentation
• Note:听The IRS Data Retrieval Tool (IDRT) option is听not听available to California Dream applicants.

b. If you Filed Taxes and Will Submit IRS Tax Return Transcript or other acceptable income tax documents:

• Select the听Tax Return Filer听button
• Select 鈥淚, the student (and spouse), am unable to use the IRS Data Retrieval Tool (IDRT) in FAFSA on the Web, and instead will provide the Financial Aid & Scholarship Department my听IRS Tax Return Transcript(s) or other acceptable income documentation.
  • Note: The tax year is indicated on the E-form
• Dream students select 鈥淚, the student (and spouse), will provide the Financial Aid & Scholarship Department my听IRS Tax Return Transcript(s) or other acceptable income documentation.

听

c. If you Did Not Work Or Earn Income:

• Select the听Tax Return Non-Filer听button.
• Select 鈥淚, the student (and spouse), was not employed and had no income earned from work during the tax year.
  • Note: The tax year is indicated on the E-form
• Select 鈥淚, the student (and spouse), will provide the Financial Aid and Scholarship Department with a听Verification of Non-Filing from the IRS or other acceptable documentation confirming non-filing status.鈥�

d. Student Earned Income Below the IRS Requirement to File

• Select the听Tax Return Non-Filer听button
• Select 鈥淚, the student (and spouse), was employed during the tax year听and earned money, but was NOT REQUIRED to file an听income tax return with the IRS.鈥�
  • Note: The tax year is indicated on the E-form
• Select 鈥淚, the student (and spouse), will provide the Financial Aid and Scholarship Department with a copy of all the tax year's听IRS W-2 forms issued by employers as well as my听Verification of Non-Filing from the IRS or other acceptable documentation confirming non-filing status.鈥�

• Complete the听Student/Spouse Earnings听section.
  • Report the name and year-end wages for each employer
  • Click the听Add Wages听button to add each employer to the chart.

听

• • Total earnings will automatically be calculated for you. If you make an error, use the听Delete听button to remove a row.

SPECIAL INSTRUCTIONS FOR STUDENTS MARRIED/REMARRIED AS OF FAFSA/DREAM APPLICATION FILING DATE BUT NOT MARRIED BY END OF PREVIOUS CALENDAR YEAR:听

If you are married/remarried on the day the Free Application for Federal Student Aid (FAFSA) or California DREAM application is initially submitted, BUT you and your spouse did not file taxes together for the previous year because you were not married at the time, you must still report听combined听income for you and your spouse on the FAFSA or California DREAM application.

You cannot use the IRS Data Retrieval Tool (IDRT) in FAFSA.

On the Independent Verification Worksheet E-form, please answer questions regarding听Tax Filing Status听and听Tax Non-filer听as they apply to the student. Students should submit income documentation for both student and spouse to our office (i.e. separate income tax transcripts or W-2 wage statements for Non-filers).

Example听鈥� You and your spouse each filed taxes separately as 鈥淪ingle鈥� for the previous year. You were married the next calendar year on January 7 and you submitted your FAFSA on February 21. On the E-form you will select you are a 鈥淭ax Return Filer鈥� and indicate you will provide our office with your IRS Tax Return Transcripts and mail or bring in person both Tax Return Transcripts. You will answer all other sections of the E-form, such as assets, child support paid, etc. as they apply to both you and your spouse.

Step Four: Certify, Review, Print and Submit Form Electronically

Certification and Signature 鈥撎�You must check the box to sign your electronic form.

听

Review and Print E-form听鈥� It is important that you provide accurate responses to all questions, especially required fields which are denoted with an asterisk.

a. Use the听Print听button to review and print the Electronic Independent Verification Worksheet.

• Click the Print button located at the bottom of the form.
• Please keep the printout for your records. You听do not听have to submit a copy to the Financial Aid & Scholarship Department.

• The system will review the electronic form for completeness and/or errors.
• You will听not听be able to print if your electronic form is missing information or if there are errors to resolve.

a. After you successfully print the E-form, the听Submit听button will become available.
b. Click the听Submit听button once located at the bottom of the form.

Submit the E-form ONCE 鈥撎�Click the听Submit听button one time to transmit your data to the Financial Aid & Scholarship Department.

c. If you make an error, do听not听resubmit this form.

• Please contact the Financial Aid & Scholarship Department at (818) 677-4085 or come into the Bayramian Hall lobby windows for further instructions

d. You will receive the following message. Click听OK听to proceed and submit your E-form to the Financial Aid & Scholarship Department.听

e. You will receive a confirmation page.

Step Five: Upload or Mail Documents听

If required, submit IRS Tax Return Transcripts or any documents to the Financial Aid & Scholarship Department using any ONE of the following options: 麻豆AV Portal or mail.听

麻豆AV Portal听鈥� submit the documents by logging onto the 麻豆AV Portal. Once you are logged in, the Financial Aid Document Upload page is located under 鈥� My Finances 鈥� Financial Aid & Scholarships 鈥� Financial Aid Essentials - Financial Aid Forms. You can view the tutorial on How To Submit Documents to learn how to navigate to the Financial Aid Document Upload page.

Mailing address:听

California State University, Northridge
Financial Aid & Scholarship Department 18111 Nordhoff Street
Northridge, CA 91330-8307听

For detailed information about documents you may need to return to us, please review our听Verification Guide.