Verification is a process used to verify certain information on the FAFSA to ensure its accuracy.
The U.S. Department of Education or the Office of Financial Aid may, at any time, select your application for verification based upon the information you have provided. We are required to make sure that all aid is awarded to students according to federal, state, and institutional regulations. If selected, the verification process must be completed before financial aid can be awarded.
At a minimum, students selected for verification must complete and submit the Verification Worksheet as well as submit official federal IRS tax data. The Verification Worksheet may be obtained from the Forms Web site.
Students have two options for submitting tax data:
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.
You will also receive a "Missing Information" email from UB's Office of Financial Aid. This will direct you to view your "To Do List" in your MyUB Portal. This will also indicate the outstanding items we need before we can complete your verification process.
Reasons vary; it may be that your FAFSA was incomplete or contains estimated or inconsistent information. You may have also been chosen randomly. Verification prevents ineligible students from receiving aid by reporting false information and ensures that eligible students receive all the aid for which they qualify.
To view what documents we are requiring to complete your verification, log in to your MyUB Portal and view your "To Do List" by clicking on "My Student Center." As documents are received, they will be removed from your "To Do List."
If your FAFSA is selected for verification, and you did not use the IRS Data Retrieval Tool option or you changed the IRS data, you will be required to request a tax transcript from the IRS and submit it to the Office of Student Financial Assistance. Personal copies of tax returns can no longer be accepted.
There are four ways to request your Tax Transcript: by phone, online, at your local IRS office, or by mail. Please make sure you request a Tax Return Transcript. DO NOT request a Tax Account Transcript or Record of Account because they cannot be used for financial aid verification purposes.
To order by phone:
Call the IRS at 1-800-829-1040, then select the following prompts:
To order online:
Go to www.irs.gov, then select the following:
Pick up your tax transcript at your local IRS office:
You may pick up your tax transcript in person in the local Baltimore area at 31 Hopkins Plaza, Baltimore, MD 21201. The office is open Monday through Friday 8:30am to 4:30pm. Please call them at (410) 962-7969 prior to picking up your transcript to verify documents needed to retrieve your tax transcript.
If you're not in the Baltimore area, use this link to find your local IRS office.
A tax transcript can be ordered by mail:
Complete Form 4506-T (Request for Transcript of Tax Return). The mailing address is indicated on the form. Your transcript(s) will be mailed by the IRS within 5 to 10 days.
After all required documents are submitted, the Office of Financial Aid will compare them to your FAFSA. If errors are found, corrections will be made and sent to the Department of Education for reprocessing. You will not be awarded until corrections have been received from the Department of Education.
Once all required documentation is received, the verification process is usually completed with one week. If reprocessing is required by the Department of Education, the time to complete is process may be a longer.