2024-25 Independent Verification Worksheet - Financial Aid Office - Submit and Sign

Sep 19, 2026

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2024-25 Independent Verification Worksheet for the Financial Aid Office requires the student and spouse (if legally married) to complete, sign, and submit the form with any required supporting documents during financial aid verification. The worksheet gathers household family information, including spouse and qualifying dependent children, and requests 2022 untaxed income details such as tax-exempt interest and IRA-related amounts. It also provides 2022 income tax information, instructions for obtaining IRS tax return transcripts, and signature certification terms.

LanguageEnglish

CategoryForms

FormatPDF

Pages2

Reading Time1 min

AccessFree to download

Family Information

2022 Untaxed Income Information

2022 Income Tax Information

Sign this Worksheet

2024-25 Financial Aid Office 800 South College Drive Santa Maria, CA 93454-6399 (805) 922-6966, Ext. 3200 NAME PHONE \# STUDENT ID \# H | | 2024-25 | Independent Verification Worksheet | | | --- | --- | --- | --- | Your 2024-25 financial aid application was selected for review in a process called verification. You and your spouse, if legally married, must complete and sign this worksheet, attach any required documents, and submit the form and any required documents to the AHC Financial Aid Office. You may be asked for additional information. If you have questions about verification, contact the financial aid office as soon as possible to avoid any delays. A. Family Information List the people considered to be in your household. If you need more space, attach a separate page. Include: 􀁸 Yourself and your spouse (person to whom you are legally married) - If you are currently separated from your spouse, then do not list your spouse. 􀁸 Your children that live with you if you and your spouse will provide more than half of their support from July 1, 2024 through June 30, 2025. Children living apart from you because of college enrollment may be included. 􀁸 Other people living with you now if you and your spouse provide more than half of their support and will continue to provide more than half of their support from July 1, 2024 through June 30, 2025. | Full Name | Age | | Relationship | | --- | --- | --- | --- | | John Smith (example) | 25 | | Spouse | | | | | Self | | | | | | | | | | | | | | | | | | | | | | | | | | B. 2022 Untaxed Income Information DO NOT LEAVE BLANK | | Student | N/A | Spouse | N/A | | --- | --- | --- | --- | --- | | Tax exempt interest income from IRS Form 1040 Line 2a | $ | 􀂉 | $ | 􀂉 | | IRA deductions and payments to self-employed SEP, SIMPLE, Keogh and other qualified plans from IRS Form 1040 Schedule 1 line 16 + line 20 | $ | 􀂉 | $ | 􀂉 | | Untaxed portions of IRA distributions and pensions from IRS Form 1040—(lines 4a minus 4b; if negative, use zero) plus (line 5a minus 5b; if negative, use zero) . Exclude rollovers. | $ | 􀂉 | $ | 􀂉 | | Foreign Earned Income Exclusion from IRS Form 1040 Schedule 1 Line 8d | $ | 􀂉 | $ | 􀂉 | Pages 1 of 2 C. 2022 Income Tax Information | FILERS ONLY | | | | --- | --- | --- | | Student | Spouse | (Check any that apply.) | | 􀂉 | | Your 2022 tax information was transferred from the IRS onto your financial aid application. | | 􀂉 | 􀂉 | You will provide our office a signed copy of your 2022 IRS Federal Tax Return OR will request a 2022 IRS Tax Return Transcript(s) along with this form. SEE INSTRUCTIONS BELOW. | | 􀂉 | | You filed a 2022 tax return for a foreign country. You must submit a signed copy of that form to our office. | | | | | | | | --- | --- | --- | --- | --- | | Student | Spouse | | | | | 􀂉 | 􀂉 | Did Not Work and Will not File-You are not required to file a 2022 income tax return, and you had no Income earned from work in 2022. | | | | Student | Spouse | | | | | 􀂉 | 􀂉 | Did Work and Will not File-You did work in 2022, but you will not and are not required to file a tax return. Attach all 2022 W-2’s and complete the table below listing every employer even if the employer did not provide you a W-2 . If more space is needed, attach another page. | | | | Name of 2022 Employers | | | Student Earned-2022 | Spouse Earned-2022 | | | | | $ | $ | | | | | $ | $ | | | | | $ | $ | | | | | $ | $ | | | | | $ | $ | Instructions for obtaining a 2022 IRS Tax Return Transcript or Verification of Non-Filing: 􀁸 Get Tax Return Transcript by Mail -[Go to www.irs.gov](Go to www.irs.gov), under the heading “Get Your Tax Record”. Click "Get Transcript by MAIL. "Make sure to request the "IRS Tax Return Transcript" and NOT the "IRS Tax Account Transcript. " 􀁸 If you and your spouse filed separate 2021 IRS Income Tax returns, the IRS DRT cannot be used and signed copies of the 2021 IRS Federal

FAQs

Who must complete and sign the 2024-25 Independent Verification Worksheet?

The student must complete and sign the worksheet. If legally married, the spouse must also complete and sign it.

What household members should be listed under Family Information?

List yourself and your legally married spouse (unless currently separated), your children who receive more than half of their support from you and your spouse during July 1, 2024 through June 30, 2025, and other people you and your spouse support more than half of from July 1, 2024 through June 30, 2025.

What 2022 documents or IRS transcripts may be required for the Income Tax Information section?

You must either provide a signed copy of your 2022 IRS Federal Tax Return or request 2022 IRS Tax Return Transcript(s). If you filed taxes for a foreign country, submit a signed copy of that return.

Sep 19, 2026

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