Verification for Federal Financial Aid

If you’re selected for verification for the 2019-20 academic year, you must submit:
  1. Tax return documentation
  2. Dependent Student Verification Worksheet or Independent Student Verification Worksheet

We will alert you by email, letter, and/or phone if other documents are required to help you complete the federal aid verification process.

Tax Return Documentation

Use the IRS Data Retrieval Tool (DRT) — This can be a big help in speeding up and simplifying the verification process. If you can, please use it to transfer your IRS tax information directly into your FAFSA.

If you’re not eligible to use the DRT, or prefer not to use it, get instructions on how to request your IRS tax transcripts.

Dependent Student Verification Worksheet

Please be sure to complete every section. Common errors that will delay review include skipping sections, forgetting to include both student and parent signatures, and students forgetting to count themselves as members of their own households.

Frequently Asked Questions

What is verification?
The U.S. Department of Education may, at any time, select students for verification based on information they provided on their FAFSA. Typically, one in three financial aid applicants are selected each year, for us to request documents to review and verify that there is a match with the information you provided on the FAFSA.

How do I know if I was selected for verification?
Check your Student Aid Report, which is generated by filing your FAFSA. If there is an asterisk (*) next to your Expected Family Contribution (EFC), then you’ve been selected by the government for verification. You may also check your outstanding requirements in NewCleis.

Also, if you’ve sent us your FAFSA (and you’re a current or incoming student), we send letters and emails to alert you, and tell you what documents to submit.

Will I get federal aid if I don’t submit the verification documents?
No — we’re not allowed to disburse federal aid until your documents are reviewed and the verification process is complete.

Can’t I just wait, and straighten out my verification documents at the end of the summer?
Please, — DON’T WAIT. It takes us time to review your documents, and occasionally we have to ask for additional items to clear discrepancies. If you wait to submit your documents, we may not be able to tell you whether you are eligible for aid before you have to pay your New College bill. Please submit all of the documents we request by February 1, 2019 if you are a returning student and by June 30, 2019 if you are an incoming student.

What documents will I need to provide for verification?
Everyone selected for verification needs to send at least these two kinds of documents:

  1. Tax return documentation (use the IRS Data Retrieval Tool if you can, or request your IRS tax transcripts)
  2. Dependent Student Verification Worksheet or Independent Student Verification Worksheet

We will alert you by email, letter, and/or phone if other documents are required to help you complete the federal aid verification process.

How do I send verification documents to New College of Florida?
It’s best to fax them to us at 941-487-5010. You can also email some forms to us at, but please do not use email to send any documents with a Social Security Number on them.

What if my parents are separated?

Please note that in cases of separation, proof of separate residences will be required. Also, if parents are separated but still filing taxes “Married Filing Jointly”, the financial aid office will only divide out earnings one time. In subsequent years, if taxes are not filed separately, both incomes will be considered.

What if my parents filed a tax extension?
Fax us these documents for “tax documentation” at 941-487-5010:

  • A copy of IRS Form 4868 for 2017
  • Copies of all W-2s for each source of employment income for 2017

If self-employed, please provide a signed statement certifying the amount of the individual’s Adjusted Gross Income (AGI) and the U.S. Income Tax paid for tax year 2017.

Important follow-up requirement if your parents filed a tax extension: For academic year 2019-20, the FAFSA is based on 2017 tax information. Filing a tax extension for 2017 gave you until October 16, 2018 to file taxes. We are now past that date so please update your FAFSA information using the IRS Data Retrieval Tool, or provide a Tax Return Transcript.  It is also important to note that the verification process must be completed for the academic year of the tax extension before any subsequent years can be verified.

What if my parents were victims of Identity Theft?
We will need two items for tax documentation (fax to us at 941-487-5010):

— TRDBV (the IRS Tax Return Data Base View form) — contact the special IRS toll-free number (800-908-4490) for assistance. With verification of identity, the tax filer can request a paper copy of the IRS Tax Return Data Base View form (TRDBV).
— A copy of their IRS form 14039 (Identity Theft Affidavit) for tax year 2017.

What if my parents amended their tax return?
We will need these items for tax documentation (fax to us at 941-487-5010)

  1. Signed copy of IRS Form 1040X that was filed with IRS,
  2. 2017 tax return transcript or use DRT

Depending on when the tax return is amended, we may not be able to disburse any federal aid until we review these documents and the verification process is complete.

How long will it take New College to review my federal aid verification documents?
If we receive all of the required documents by February 1, 2019 (returning student) or June 30, 2019 (incoming student), we are usually able to determine eligibility for federal aid within 30 days. However, each student’s process is different and occasionally we must request additional documents to address discrepancies. We’re not allowed to disburse federal aid unless your documents are reviewed and the verification process is complete.

What if I have questions about my verification?
To help us serve all students as efficiently as possible, email us at, and give us at least one workday to check on your details and respond. Please include a daytime number and best times to reach you, in case we need to answer by phone.

You can also call us at 941-487-5000, ext. 2. We’re also available for appointments, and have regular afternoon walk-in hours (Monday through Friday, 1-5 p.m.

Use of Social Security Numbers

The NCF Office of Admissions and Financial Aid collects and uses Social Security Numbers (SSN’s) as necessary for the performance of the College’s duties and responsibilities, taking appropriate measures to secure SSN’s from unauthorized access.