Verification Worksheet for Dependent Students - Section A - Student Information - Student Tax Form and Income Information

Sep 19, 2026

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Dependent student verification worksheet guiding completion of required sections after FAFSA selection for review. It explains that the CSU Office of Student Financial Aid (OSFA) compares FAFSA data with the worksheet and any additional documents, then sends electronic corrections if discrepancies are found. It requests prompt submission to avoid delays in 2019–2020 financial aid awards, which may affect enrollment payments. It includes fields for student identifiers, household details, and student tax/income verification for 2017 income using IRS DRT or tax return transcripts.

LanguageEnglish

CategoryForms

FormatPDF

Pages7

Reading Time3 min

AccessFree to download

SECTION A – STUDENT INFORMATION

SECTION B – HOUSEHOLD INFORMATION

STUDENT SECTION

SECTION C - STUDENT TAX FORM AND INCOME INFORMATION

Verification Worksheet for Dependent Students Your 2019–2020 Free Application for Federal Student Aid (FAFSA) was selected for review in a process called Verification. The U.S. Department of Education regulations require that before awarding Federal Student Aid, the CSU Office of Student Financial Aid (OSFA) must ask you to confirm the information that you and your parent(s) reported on the 2019-2020 FAFSA. To verify that you provided correct information, the CSU OSFA will compare your FAFSA information with the information on this worksheet and with any other required documents. If there are differences between your FAFSA information and this worksheet and/or documents you submitted, CSU will send corrections electronically to the Federal processing center to have your FAFSA application reprocessed. The CSU OSFA may ask for additional information. It is requested that all Verification documentation be turned in without delay upon receiving the Verification notice. Failure to do so will delay the processing of your 2019-2020 Financial Aid Awards. This means that you may have to make a cash down payment and initiate a payment plan to hold any classes you may have registered for. SECTION A – STUDENT INFORMATION Last First M. I. Student’s CSU ID Number Street Address (include apartment no. ) No P.O. Boxes Date of Birth City State Zip Code ( ) Home Phone Number Preferred Email Address Alternate or Cell Phone Number SECTION B – HOUSEHOLD INFORMATION Please read the following steps and list below: • Yourself. • Your parent(s) (including stepparent) even if you don’t live with your parent(s) . • Your parents’ other children. If the parents will provide more than half of the children’s support from July 1, 2019, through June 30, 2020, or if the other children would be required to provide parental information if they were completing a FAFSA for 2019–2020. Include children who meet either of these standards, even if a child does not live with the parents. • Other people if they now live with your parents and the parents provide more than half of the other person’s support and will continue to provide more than half of that person’s support through June 30, 2020. • Include the Full Name of College: Include for any household member listed below (excluding parents) who is, or will be, enrolled at least half time in a degree, diploma, or certificate program at an eligible postsecondary educational institution any time between July 1, 2019, and June 30, 2020, and include the full name of the college. (If more space is needed, provide a separate page with the student’s name and the student’s CSU ID number at the top. ) | Full Name | Age | Relationship
to Student | Post Secondary Educational Institution (full name – abbreviations not acceptable) | Will be Enrolled
at Least Half Time
(Yes or No) | | --- | --- | --- | --- | --- | | Mary Jones (example) | 29 | Self (example) | Chicago State University (example) | Yes | | | | Self | Chicago State University | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | Note: We may require additional documentation if we have reason to believe that the information regarding the household members enrolled in eligible post secondary educational institutions is inaccurate. 2019–2020 V1 Verification Worksheet for Dependent Students (updated 02/06/19)– page 1 of 7 STUDENT SECTION SECTION C - STUDENT TAX FORM AND INCOME INFORMATION Verification of 2017 Income Information for Student Tax Filers Important Note: The instructions below apply to the student. Instructions: Complete this section if the student filed or will file a 2017 IRS income tax return(s) . The best way to verify income is by using the IRS Data Retrieval Tool (IRS DRT) that is part of FAFSA on the Web [at ](at FAFSA.gov. In)[FAFSA.gov](at FAFSA.gov. In)[.](at FAFSA.gov. In)[ In](at FAFSA.gov. In)most cases, no further documentation is ne

FAQs

What is the purpose of this verification worksheet for dependent students?

It supports the FAFSA verification process by collecting student and household details so CSU OSFA can compare reported information with this worksheet and other required documents.

What happens if there are differences between FAFSA information and the worksheet?

CSU OSFA sends electronic corrections to the Federal processing center so the FAFSA application is reprocessed. Additional information may also be requested.

How does a student verify 2017 income information?

The worksheet directs students to use the IRS Data Retrieval Tool (IRS DRT) when possible, or otherwise provide a 2017 IRS Tax Return Transcript(s) and follow the listed transcript-obtaining options.

Sep 19, 2026

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