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Instructions for Completing an Independent Verification Form

Section 1. Family Size

For the family size below, use the following:

  • 2024-25 FAFSA, refer to the dates July 1, 2024, through June 30, 2025
Who to Report in Your Family
The student
The student's spouse, if applicable

The student's dependent children* if all of the following are true:

  • They live with the student (or live apart because of college enrollment).
  • They receive more than half their support from the student.
  • They will continue to receive more than half their support from the student during the award year.

Other persons* if all of the following are true:

  • They live with the student.
  • They receive more than half their support from the student.
  • They will continue to receive more than half their support from the student during the award year.

*The provided criteria for “dependent children” or “other persons” align with the requirement that family size align with whom the student could claim as a dependent on a U.S. tax return if the student were to file a U.S tax return at the time of completing the 2024-25 FAFSA. As a result, the student should not include any unborn children in the family size.

Section 2. Student Income

For the income questions below, please use 2022 income information used on the 2024-25 FAFSA.

Did you work or earn income?

No

Please mark the third option on the verification worksheet.

Yes

Did you file taxes?

No

Please mark the fourth option on the verification worksheet and complete the table.

Yes

Did you use the IRS Direct Data Exchange on your FAFSA to add tax information to your FAFSA?

No

Please mark the second option on the verification worksheet and attach a signed copy of your 1040 or an IRS Tax Transcript.

Yes

Please mark the first option on the verification worksheet.

Section 3. Spouse Income

For the income questions below, please use 2022 income information used on the 2024-25 FAFSA.

Did your spouse work or earn income?

No

Please mark the third option on the verification worksheet.

Yes

Did your spouse file taxes?

No

Please mark the fourth option on the verification worksheet and complete the table.

Yes

Did you use the IRS Direct Data Exchange on your FAFSA to add tax information to your FAFSA?

No

Please mark the second option on the verification worksheet and attach a signed copy of your 1040 or an IRS Tax Transcript.

Yes

Please mark the first option on the verification worksheet.

Verification Resources

  • FAFSA – Log in to see your most recent FAFSA and compare with your verification sheet.
  • IRS – Request copies of tax transcripts and proof of non-filing letters.
  • Self-Service – Log in to Self-Service and review your checklist items.