INDEPENDENT
2024-2025 Verification Instructions
Your application was selected for review in a process called “Verification”. Verification is mandated by the U.S. Department of Education
and requires schools to gather additional documentation to check the accuracy of information submitted on the FAFSA.
To facilitate this process, you are required to complete and submit a signed 2024-2025 Independent Student Verification Worksheet,
(see below), and certain other forms of income documentation to the Financial Aid Office.
The income tax documents that we accept are based on policy put forth by the U.S. Department of Education. We can only accept either:
• An updated FAFSA using the IRS Direct Data Exchange (DDX), OR
• A signed copy of the 2022 Income Tax Return and All Schedules you and/or your spouse completed, OR
• A 2022 IRS Tax Return Transcript
If you did not use the IRS Data Retrieval Tool when completing the FAFSA, we encourage you to go back to studentaid.gov and update
your tax information via the Retrieval Tool. This is significantly faster than requesting a tax return transcript from the IRS.
To Obtain a Tax Return Transcript from the IRS
If you are unable to use the IRS Data Retrieval Tool, or do not have a signed copy of the 2022 Income Tax Return and all Schedules you
and/or your spouse completed, please request a 2022 IRS Tax Return Transcript as quickly as possible. There are a couple of ways to
request a transcript from the IRS:
1. Go to www.irs.gov/transcript
a. Click ‘Get a Tax Transcript Online.’
b. Create an account.
c. Select ‘Return Transcript’ for Tax Year ‘2022.’ Do not select the ‘Account Transcript.’
d. Print PDF copy of the transcript.
2. Go to www.irs.gov/transcript
a. Click ‘Get a Tax Transcript by Mail.’
b. Provide the date of birth, address, and SSN of person listed on the 2022 IRS Income Tax Return.
c. Select ‘Return Transcript’ for Tax Year ‘2022.’ Do not select the ‘Account Transcript.’
d. The transcript will be mailed to the address on the Return.
3. Call the IRS at 1-800-908-9946.
4. Complete IRS Form 4506T-EZ at https://financialaid.ecu.edu Under Forms, select 2024-2025.
* If the student and spouse filed separate 2022 IRS income tax returns, 2022 IRS Tax Return Transcripts or a signed copy of the 2022
Income Tax Return and All Schedules you and/or your spouse completed, must be provided for each.
** If you or your spouse were not required to file a 2022 IRS Income Tax Return: Submit 2022 IRS Verification of Non-filing
Letter dated on/after October 1, 2023. To request from IRS, submit Form 4506-T, box 7, at https://financialaid.ecu.edu to the
IRS.
Individuals Who Were Victims of IRS Tax-Related Identity Theft
An individual who was the victim of IRS tax-related identity theft must provide:
1. A Tax Return DataBase View (TRDBV) transcript obtained from the IRS for year 2022; contact the IRS at 1-800-908-4490; AND
2. A statement signed and dated by the tax filer indicating that he or she was a victim of IRS tax-related identity theft and that the IRS
is aware of the tax-related identity theft.
Individuals Who Filed Non-IRS Income Tax Returns
A tax filer who filed a 2022 income tax return with a tax authority other than the IRS may provide a signed copy of his or her income
tax return that was filed with the relevant tax authority. However, if we question the accuracy of the information on the signed copy of
the income tax return, the tax filer must provide us with a copy of the tax account information issued by the relevant tax authority.
Do not have transcripts sent directly to ECU Financial Aid. You must add the student’s name and ECU Banner ID before sending it to our office.
Individuals Who Filed Amended IRS Income Tax Return
An individual who filed an amended IRS income tax return for tax year 2022, must provide both of the following:
1. A 2022 IRS Tax Return Transcript (signature not required); OR a signed copy of the 2022 Income Tax Return and All
Schedules you and/or your spouse completed; AND
2. A signed copy of the 2022 IRS Form 1040X, “Amended U.S. Individual Income Tax Return,” that was filed with the IRS.
East Carolina University IND
EPENDENT
Office of Student Financial Aid
2024-2025 Verification Worksheet
Please complete all sections in blue or black ink.
A. INDEPENDENT STUDENT INFORMATION
________________________________________________________________________________________________
Last Name First Name M.I. ECU Banner ID Number
_________________________________________________________________________________________________
Permanent Phone Number (include area code) Cell Phone Number (include area code)
_________________________________________________________________________________________________
Date of Birth (month and day ONLY)
B. INDEPENDENT STUDENT’s FAMILY INFORMATION
List the people in your household, including:
•
Yourself
•
Your spouse (if you are married)
•
Your children if you
will provide more than half of their support
from July 1, 2024 through June 30, 2025.
•
Other people only if they now live in your household and you provide more than half of their support and
will continue to do so through
June 30, 2024.
Attach a separate page if space below is insufficient.
You must complete each column for every household member listed:
Full Name
Age
Relationship
to Student
SELF
What you should do:
1. Update your FAFSA by using the IRS Direct Data
Exchange OR Collect your (and your spouse’s) financial
documents (IRS Tax Return Transcript, W-2 forms, etc.).
2. Complete and sign this worksheet.
3. Submit the completed worksheet, tax forms, and any other
documents your school requests to the financial aid office.
To Obtain a Tax Return Transcript from the IRS
1. Go to www.irs.gov/transcript. Order a Return Transcript.
2. Call the IRS at 1-800-908-9946.
3. Complete IRS Form 4506T-EZ available at
https://financialaid.ecu.edu
Important Note: If you filed, or will file an amended
2022 IRS tax return, you must follow the instructions on
cover sheet.
Due to Federal Privacy Regulations regarding email and the
protection of your personal information, we urge you to send
documents to our secure FAX at 252-328-4347 or mail all
documents to Office of Student Financial Aid, MS510,
East Carolina University, Greenville, NC 27858.
For materials that may contain a social security number,
please cover or remove all but the last four digits.
For materials with the date of birth, please cover or remove the
year. If you have any questions, please contact our office at
252-328-6610.
C. INDEPENDENT STUDENT’S 2022 INCOME INFORMATION
Choose YES or NO:
_____ YES, the student has filed or will be required to file a 2022 IRS Income Tax Return. Please check one box below.
I used the IRS DDX to transfer 2022 IRS income tax information to the FAFSA without making subsequent changes.
I did not use the IRS DDX OR made subsequent changes to IRS data. You must also submit a 2022 IRS Tax Return
Transcript OR a signed copy of your 2022 Income Tax Return and All Schedules you completed.
_____ NO, the student has not filed and is not required to file a 2022 IRS Income Tax Return. Please check one box below.
You must also submit a 2022 IRS Verification of Non-filing Letter dated on/after Oct. 1, 2023. To obtain this form you will
need to submit IRS Form 4506-T, box 7, available at https://financialaid.ecu.edu, to the IRS.
I was not employed and had no income earned from work in 2022.
I was employed in 2022. List below all employers, the amount earned from each employer in 2022 and submit copies
of ALL 2022 W-2 forms and/or 1099’s issued by employer. List every employer and amounts earned, even if employer
did not issue a W-2; examples include babysitting, yard work, dog walking, etc. If you did not keep a copy of your W-2,
please contact your employer.
Source of Income/Employer’s Name
2022 Amount Earned
2022 IRS W-2 or 1099 Attached?
Suzy’s Auto Body Shop (example)
$2,000.00(example)
Yes(example)
D. SPOUSE’S 2022 INCOME INFORMATION
Choose YES or NO:
_____ YES, the spouse has filed or will be required to file a 2022 IRS Income Tax Return. Please check one box below.
The spouse used the IRS DDX to transfer 2022 IRS income tax information to the FAFSA without making subsequent
changes.
The spouse did not use the IRS DDX OR made subsequent changes to IRS data. Spouse must submit a 2022 IRS Tax
Return Transcript OR a signed copy of his or her 2022 Income Tax Return and All Schedules he or she completed.
_____ NO, the spouse has not and is not required to file a 2022 IRS Income Tax Return. Please check one box below. Your
spouse must also submit a 2022 IRS Verification of Non-filing Letter dated on/after Oct. 1, 2023. To obtain this form, your
spouse will need to submit IRS Form 4506-T, box 7 available at https://financialaid.ecu.edu to the IRS.
The spouse was not employed and had no income earned from work in 2022.
The spouse was employed in 2022. List below all employers, the amount earned from each employer in 2022, and
submit copies of ALL 2022 W-2 forms and/or 1099’s issued by employer. List every employer and amounts
earned, even if employer did not issue a W-2; examples include babysitting, yard work, dog walking, etc. If you did
not keep a copy of your W-2, please contact your employer.
Source of Income/ Employer’s Name
2022 Amount Earned
2022 IRS W-2 or 1099 Attached?
Suzy’s Auto Body Shop (example)
$2,000.00 (example)
Yes (example)
E. CERTIFICATION: By signing this worksheet, I certify all the information reported is complete and correct:
____________________________________________________
Student Signature (Required) Date
____________________________________________________
Spouse’s Signature (Optional) Date
WARNING: If you purposely give false or misleading information
on this worksheet, you may be fined, be sentenced to prison, or
both.