2008 1040Ez Worksheet by jnd18044


2008 1040Ez Worksheet document sample

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									                                    2008-2009 Verification Worksheet
                                              Federal Student Aid Programs
                                        Linfield College Office of Financial Aid

Your FAFSA application was selected for review in a process                                 WHAT YOU SHOULD DO:
called “verification.” In this process, Linfield College compares       1.   Collect your (and your parents’ or spouse’s) financial
the information from your FAFSA with the information provided                documents (SIGNED Federal income tax forms, W-2 forms,
on this form along with signed copies of your 2007 federal tax               etc.)
forms (and your spouse’s if you are married, or your parents’ if        2.   Complete all the sections and sign this worksheet (you
you are considered dependent for federal aid purposes). If there             and your parent or spouse, if applicable).
are differences between your FAFSA and the documents you’ve             3.   Contact us at 503-883-2225 or toll free at 888-471-2225 if
submitted, corrections may need to be made. Complete the                     you have questions about completing this worksheet.
verification documents as soon as possible so that your financial       4.   Return the completed worksheet, tax forms and any other
aid will not be delayed. Financial Aid will not be posted to                 documents to the Office of Financial Aid at Linfield College.
your account until verification is complete. Linfield College                ALL DOCUMENTS MUST BE SIGNED.
must review the requested information, under the financial aid          5.   We will compare information on these documents and make
program rules (CFR Title 34, Part 668).                                      corrections to your FAFSA and adjust your aid, if necessary.

A.         Student Information

 __________________________________________________                                         __________________________
Last Name                           First Name                  M.I.                        Social Security Number

_____________________________________________________________                               ________________________________
Address (include Apt. #)                                                                    Date of Birth

_____________________________________________________________                               ________________________________
City                      State              Zip Code                                       Phone Number (include Area Code)

B.         Family Information - (Please check one box.)
           Independent Students (You are considered independent if you answered “YES” to ANY question in Section Two,
           questions 48-55 on the FAFSA): List all the people in your household; include (a) yourself, (b) your spouse, if
           married, (c) your dependent children (if you will provide more than half of their support from July 1, 2008 through
           June 30, 2009) and (d) any other people if they now live with you, and you provided more than half of their
           support and will continue to provide more than half of their support from July 1, 2008 through June 30, 2009.

           Dependent Students (You are considered dependent if you answered “NO” to EVERY question in Section Two,
           questions 48-55 on the FAFSA): List all the people in your parent’s household; include (a) yourself, (b) your
           parent(s) you live with, including step-parents, (c) your parent’s other children, even if they don’t live with your
           parent(s) if your parents will provide more than half of their support from July 1, 2008 through June 30, 2009, or if
           they would be required to give parental information when applying for Federal student aid, and (d) any other
           people if they now live with your parents and your parents provided more than half of their support and will
           continue to provide more than half of their support from July 1, 2008 through June 30, 2009.

           Write the names of all household members. (Attach a separate page if you need more space.)

Full Name                                             Age              Relationship to Student          College Attending in 2008-09

Example:     Mary Jones                                18                        Self                             Linfield College


                                                            Please Turn Over
 C.         Tax Forms and Income Information
 All tax filers must submit a signed copy of all 2007 Federal Income Tax Returns (includes the 2007 IRS Form
 1040, 1040A, or 1040EZ, and all W-2 forms) to the Office of Financial Aid. If you or your parent filed a tax
 extension, please provide our office with a copy of that form as well. If a Schedule E is filed to report rental
 income, please also include a copy of the Schedule E, a copy of the most recent property tax statement showing
 the appraised value of the property, and a copy of the most recent mortgage statement showing the balance
 owed on the property.
          *If you did not keep a copy of your tax return, you must request a transcript of your tax return from the Internal Revenue Service by calling 1-800-829-1040.*

 Myself     My Parents/My Spouse
                                      I did not work in 2007.
                                      Copies are attached.
                                      Complete and SIGNED 2007 Federal 1040 Tax Form & W-2 forms (with Schedule E if applicable) will be mailed to the
                                        Office of Financial Aid by                        (date), even if an extension was filed.
                                      I will not, and am not required to file a 2007 Federal 1040 Tax Form. **Please list your employer(s) and any income
                                        received in 2007 (provide W-2 forms or other earnings statements).**

Name of Employer (Complete if you are NOT filing a tax return.)             Student Amount                                       Parent/Spouse Amount

 Both tax filers and non-tax filers must list any untaxed income received in 2007. Enter zeros if no funds were received. (Refer to the worksheets on
 page 8 of the Free Application for Federal Student Aid (FAFSA).

Student Amount                                                            Calendar Year 2007                                                              Parent/Spouse Amt

                            Payment to tax-deferred pensions & savings plans (paid directly or withheld from earnings) as reported
$                           on W-2 Form Box 12a – 12d, codes D, E, F, G, H & S. Include untaxed portions of 401(k) & 403(b)                               $

$                           Child support received for all children. Do not include foster care.                                                          $

$                           Welfare benefits, including Temporary Assistance for Needy Families (TANF). Do not include food                               $

$                           Social Security payments that were not taxed.                                                                                 $
                            Housing, food and other living allowances paid to members of the military, clergy and others (including
$                           cash payments and cash value of benefits).                                                                                    $

$                           Workers’ compensation.                                                                                                        $
                            Veterans’ non-education benefits, such as Disability, Death Pension or Dependency and Indemnity
$                           Compensation (DIC) and/or VA Educational Work-Study allowances.                                                               $
                            Any other untaxed income & benefits, i.e. untaxed portions of Railroad Retirement, Black Lung, Refugee
$                           Assistance benefits, etc. Do not include student aid, WIA benefits or benefits from flexible spending                         $
                            plans, i.e. cafeteria plans.

$                           Cash or any money paid on your behalf, not reported elsewhere on this form.                                                   $XXXXXXXXXX

                                                            Income Exclusion for Financial Aid Purposes

$                           Child support paid by you because of divorce or separation.                                                                   $

$                           Taxable earnings from Federal Work Study or other need-based work programs.                                                   $
                            Student grant, scholarship and fellowship (including AmeriCorps awards) that were reported to the IRS
$                           in your adjusted gross income.                                                                                                $

D.        Certification
 By signing this worksheet, I (we) certify that all the information reported to qualify for Federal student aid is complete and correct. (If
 dependent, at least one parent must sign. If married, spouse’s signature is optional.) Federal Warning: If you purposely give false or
 misleading information on this worksheet, you may be fined, sentenced to jail, or both.

  _________________________________________ Date___________                                __________________________________________ Date ___________
 Student’s Signature                                                                       Spouse’s Signature

  _________________________________________ Date___________                                __________________________________________ Date ___________
 Mother’s Signature                                                                        Father’s Signature

 Return to: Linfield College  Office of Financial Aid  900 SE Baker St  McMinnville OR 97128-6894  Fax 503-883-2486

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