Those selected for verification must complete the process before financial aid can be awarded and applied to your account balance. ALL selected students must at a minimum submit the Verification Worksheet.
Students who did not import their 2011 federal tax return information into their FAFSA directly from the IRS will be required to submit a Tax Return Transcript which is only obtained directly through the IRS. If you're not sure if you need to submit a Tax Return Transcript, see your ToDo List in your MyUB portal.
Directions on how to obtain a Tax Return Transcript can be found on the bottom of the first page of the Verification Worksheet. For detailed directions, see below.
The following Verification Worksheet(s) are to be used for the fall 2013, spring 2014, and summer 2014 semesters.
Verification Worksheet 2013-2014
Verification--SNAP Worksheet 2013-2014
Verification--Child Support Paid Worksheet 2013-2014
The following Verification Worksheet is to be used for the fall 2012, spring 2013, and summer 2013 semesters.
Verification Worksheet 2012-2013-
Obtaining a Tax Return Transcript from the IRS
If your FAFSA is selected for verification, and you did not use the IRS Data Retrieval option or you changed the IRS data, you will be required to request a Tax Return Transcript from IRS and submit it to the Office of Financial Aid. Personal copies of tax returns can no longer be accepted.
There are four ways to request your transcript: by phone, online, in person, 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:
- Option 2 (Personal Income Taxes)
- Option 1 (Tax History)
- Option 2 (Tax Return Transcript)
- Enter and verify Social Security number (if joint return both SSNs required)
- Enter and verify number of street address
- Press 2 for Tax Transcript and indicate which year (i.e., 2011)
To order online:
Go to www.irs.gov, then select the following:
- Click Order a Tax Return or Account Transcript located in the left-hand column
- Click Order a Transcript under Step 3
- Enter your SSN, Date of Birth, Street Address, and Zip Code
- Click Continue
- Select Transcript for Tax Year (i.e., 2011)
- Click Continue
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 8:30 a.m. to 4:30 p.m. 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.
Questions about verification? Contact the Office of Financial Aid by email at FaVerification@ubalt.edu.