Financial Aid Verification Forms

Verification is a process created by the U.S. Department of Education to confirm the accuracy of information provided on the FAFSA. The verification process requires our office to verify or confirm the data reported by you and/or your parent(s) on the FAFSA.

If you are selected for verification, and requirements were not completed by using the IRS Data Retrieval Tool, an email will be sent to your UNA portal, and you will be required to provide documentation to verify the information you reported on the FAFSA.

The verification process is not complete and federal financial aid will not be awarded until all submitted documentation has been verified by our office and the U.S. Department of Education has received and accepted any changes to the original FAFSA data.

You will be notified by your UNA portal and email, if you have any outstanding requirements that must be met before a federal financial aid award will be made.

You can review outstanding requirements on your UNA Portal in the Financial Aid Requirements section.

If you were selected for verification, the documentation you submit will be compared to the original FAFSA and corrections may be made. These corrections could change the student’s EFC (Expected Family Contribution) which could affect the award amount. If corrections were made you will receive a new SAR (Student Aid Report) from the Department of Education.

Documents that are needed for verification can be submitted to our office in the following ways:

Visit us at 318 Commons Building and submit in person

Mail to: Office of Student Financial Aid, UNA Box 5014, Florence AL 35632-0001

Scan and email to: sfins@una.edu

Fax: (256) 765-4920

After verification is completed you will be notified through your UNA portal and email when a federal financial aid award has been made. The award may be viewed on your UNA account under the Financial Aid Awards link.
Submitting unrequired documents could slow down the award process. You will be notified by your UNA portal if you have any outstanding requirements that must be met before a federal financial aid award will be made.

This tool allows IRS tax return information to be transferred directly into the FAFSA and populates answers to the required financial questions.

If you did not use the IRS Data Retrieval Tool and it has been three weeks since you filed your federal income tax, we strongly encourage you to update your FAFSA under the Tax Information section.

If you are selected for verification, using the IRS Data Retrieval Tool will complete some or all of the verification requirements.

You will not be able to use the tool if:

  • Your tax return has not yet been filed
  • You are married and your filing status is head of household or married filing separately
  • You filed an amended tax return
  • You were married after the last day of the tax year

"Get Transcript Online Instantly”:

  • Available on the IRS Web site at www.irs.gov
  • In the Tools section of the homepage, click “Get a Tax Transcript”.
  • Click “Get Transcript ONLINE”.
  • Click “Get Started” if you do not already have an account or returning users can enter their username.
  • To register and use this service you will need the following information:
    • your SSN, date of birth, filing status and mailing address from latest tax return,
    • access to your email account,
    • your credit card number or account number from an auto loan, mortgage, home equity loan or home equity line of credit, and
    • a mobile phone with your name on the account.
  • Upon successful registration, you will be given the option to “continue” and use Get Transcript Online. It will ask you the reason you need a transcript to help you determine which type may be best for you. Make sure that you select the 2015 Tax RETURN Transcript.
  • Your IRS Tax Return Transcript will come up for you to view. You can then either print the transcript and send it to us or save it and e-mail it to our office.

 Get Tax Return Transcript by visiting your local IRS office

  • Find out if you have a local IRS office near you by going to https://apps.irs.gov/app/officeLocator/.
  • If there is an IRS office near you, you may go and request them to print it off for you.
  • You must have a photo ID with you and cannot request tax documents for anyone other than yourself.

"Get Transcript by Mail” online tool:

  • Click "Get Transcript by Mail"
  • Acknowledge the disclosure pop up box that appears by clicking "OK"
  • Complete the required fields (SSN, Date of Birth, etc.) and click "Continue"
  • Follow the prompts to request a transcript
  • If successfully validated, tax filers can expect to receive a paper IRS Tax Return Transcript at the address included in their online request, within 5 to 10 business days from the time the on‐line request was successfully transmitted to the IRS.
  • IRS Tax Return Transcripts requested online cannot be mailed to an address other than the address on file with the IRS.

Transcript toll free telephone line:

  • Transcripts are available from the IRS by calling 1-800-908-9946
  • Tax filers must follow prompts to enter their Social Security Number and the numbers in their street address. Generally this will be numbers of the street address that was listed on the latest tax return filed.
  • Select the option to request an IRS Tax Return Transcript and then enter the year you are requesting.
  • If successfully validated, tax filers can expect to receive a paper IRS Tax Return Transcript at the address included in their telephone request within 5 to 10 business days from the time the IRS receives the request.

An IRS Verification of Non-filing Letter provides proof that the IRS has no record of a filed Form 1040, 1040A or 1040EZ for the year you requested. Non-Tax filers can request an IRS Verification of Non-Filing of their tax return status free of charge.

Online Request

  • Available on the IRS Web site at www.irs.gov.
  • Under the Tools section of the homepage click "Get a Tax Transcript".
  • Click "Get Transcript ONLINE"
  • Enter the non-tax filer’s Social Security Number, email address, filing status, account numbers for loan or credit card associated with your name, and mobile phone associated with your name.
  • Click "Continue"
  • Select "Verification of Non-filing Letter" and select the appropriate year.
  • If successfully validated, you will be able to view your IRS Verification of Non-filing Letter.

Telephone Request

  • Available from the IRS by calling 1-800-908-9946.
  • Follow the prompts to enter your Social Security Number and the numbers in your street address.
  • Select "Option 2" to request an IRS Verification of Non-filing Letter and then enter the appropriate year.
  • If successfully validated, you can expect to receive a paper IRS Verification of Non-Filing Letter at the address included in the telephone request within 5 to 10 business days from the time the IRS receives the request.

Paper Request Form – IRS Form 4506-T

  • Download IRS Form 4506-T at www.irs.gov/about-form-4506-t.
  • Ccomplete lines 1–4, following the instructions on Page 2 of the form.
  • Line 3: Enter the non-tax filer's street address and zip or postal code. Use the address currently on file with the IRS.
  • Line 5 provides non-tax filers with the option to have their IRS Verification of Non-filing Letter mailed directly to a third party. **Do not list The University of Alabama as a third party to receive the IRS Verification of Non-Filing Letter.
  • Line 7: Select the checkbox on the right hand side for Verification of Nonfiling.
  • Line 9: Enter appropriate year.
  • The non-tax filer must sign and date the form and enter their telephone number. Only one signature is required when requesting a joint IRS Verification of Non-filing Letter.
  • Mail or fax the completed IRS Form 4506-T to the address (or FAX number) provided on page 2 of Form 4506-T.
  • If the 4506-T information is successfully validated, you can expect to receive a paper IRS Verification of Non-filing Letter at the address provided on the request within 5 to 10 days.