Get Verification Worksheet: - Finaid Txstate

Completing the Verification Worksheet is essential for processing your financial aid. This guide provides step-by-step instructions to assist you in accurately filling out the form to ensure a smooth verification process.

Follow the steps to complete the Verification Worksheet online.

1. Press the ‘Get Form’ button to access the Verification Worksheet. This will allow you to download and open the form for completion.
2. Begin by filling in your personal information in Section A. You will need to provide your last name, first name, middle initial, and Texas State ID number.
3. In Section A, list your household members. Include yourself, your parents (including stepparents), siblings for whom your parents provide support, and any others who live with your parents and receive support. Ensure accuracy as this information is crucial for verification.
4. Proceed to Section B for your income information. Indicate whether you have used the IRS Data Retrieval Tool, included a tax return transcript, or are not required to file a tax return. Follow the instructions for obtaining necessary documents if applicable.
5. In Section C, provide your parents' or stepparents' 2015 income information. Similar to Section B, indicate the source of income documentation based on their filing requirements and provide the necessary transcripts or verification letters.
6. Complete Section D by entering yearly amounts for untaxed income for both you and your parents. It is important to fill in every box for clarity, even if the amount is zero.
7. Review your entries carefully. Ensure all fields are filled out correctly and accurately, including financial figures and names.
8. Finally, sign and date the worksheet. Both you and your parent must provide a handwritten signature, as a typed signature will not be valid. After completion, you can save the document, download it for your records, print it, or share it as required.

Complete your Verification Worksheet online today to ensure your financial aid is processed without delay.