Info for Parents Counselors

Financial Aid Verification Checklists

Below is a list of financial aid verification checklist items that result from filing the Free Application for Federal Student Aid (FAFSA). Not all of these checklist items apply to all students. Please review your Financial Aid Checklist details in your Admission Portal (i.e. Verification – V1 Dependent) and review the instructions below. Feel free to contact Student Financial Services at sfs@pugetsound.edu or 253.879.3214.

Verification - V1 Dependent

Please print and complete the Verification Worksheet - V1 Dependent.

 


 

Verification - V1 Independent

Please print and complete the Verification Worksheet - V1 Independent.

 


 

Verification - V4 Dependent

Please print and complete the Verification Worksheet - V4 Dependent.

 


 

Verification - V4 Independent

Please print and complete the Verification Worksheet - V4 Independent.

 


 

Verification - V5 Dependent

Please print and complete the Verification Worksheet - V5 Dependent.

 


 

Verification - V5 Independent

Please print and complete the Verification Worksheet - V5 Independent.

 


 

Verification Nonfiling Parent

Please have your parent file the IRS form 4506-T and check box 7. Once you receive the Verification of Nonfiling Letter from the IRS, please send it to Student Financial Services. They can also retrieve this letter online at https://www.irs.gov/individuals/get-transcript.

 


 

Verification Nonfiling Student

Please file the IRS form 4506-T and check box 7. Once you receive the Verification of Nonfiling Letter from the IRS, please send it to Student Financial Services. You can also retrieve this letter online at https://www.irs.gov/individuals/get-transcript.

 


 

W-2 Parent

Please provide a copy of each W-2 your parent(s) received from each source of employment for the prior prior tax year.

 


 

W-2 Student

Please provide a copy of each W-2 you received from each source of employment for the prior prior tax year.

 


 

IRS Data Retrieval Parent

Please provide your parent(s) tax and income information for the prior prior tax year. Refer to www.pugetsound.edu/irs-data-retrieval for more information.

 


 

IRS Data Retrieval Student

Please provide your tax and income information for the prior prior tax year. Refer to www.pugetsound.edu/irs-data-retrieval for more information.