Information for 2017-2018 & 2018-2019

FAFSA

Students must log into their TigerWeb account to view additional documents needed to complete their financial aid application for fall semester. Students that turn in all documents with no incomplete or missing items by July 15 will receive a guarantee from the financial aid office their aid will be packaged, if eligible, prior to the start of the fall semester.

November 1 for the spring semester

March 1 for the summer semester 

For Summer 2017: 

In TigerWeb Self-Service, under Financial Aid, click "Financial Aid Status." -> Select Aid Year: 2017-2018 Financial Aid Year. -> Here you will see your estimated cost of attendance, any awarded financial aid or needed financial aid requirements, and your academic progress. 

For Fall 2018, Spring 2019, and Summer 2019: 

In TigerWeb Self-Service, under Financial Aid, click "Financial Aid Status." -> Select Aid Year: 2018-2019 Financial Aid Year. -> Here you will see your estimated cost of attendance, any awarded financial aid or needed financial aid requirements, and your academic progress.

Verification

The U.S. Department of Education (ED) selects students for the verification process. Once selected, the financial aid office is required to verify selected items by collecting tax transcripts and other specified documents, and compare the information with items on the student's FAFSA.
The U.S. Department of Education identifies the specific items that must be verified. Not all students will be required to turn in the same documentation; it will depend on which verification group the student is selected. Examples of the different verification groups and items that a student will need to verify are listed below. Details of what documentation is needed from a student will be posted on the student's TigerWeb account. The majority of information, except for tax transcripts and documentation, is collected through an online verification form.

Group 1:

  • Tax return transcript (only if the student did not us the IRS Data Retrieval on the FAFSA)
  • Number of household members
  • Number in college
  • Documentation of any education credits or untaxed income
  • Income information for non-tax filers

Group 4:

  • High School completion status
  • Statement of Educational Purpose

Group 5:

  • Tax return transcript (only if the student or parent did not us the IRS Data Retrieval on the FAFSA)
  • Number of household members
  • Number in college
  • Documentation of any education credits or untaxed income
  • Income earned from work for non-tax filers
  • High School completion status
  • Statement of Educational Purpose

Tax Return Transcript Documentation

Financial aid offices CANNOT accept signed copies of federal tax returns (1040, 1040A, 1040EZ) from students and parents for FAFSA Verification purposes. All applicants have two options to provide tax return documentation:

Option 1 (preferred and quickest). Use the IRS Data Retrieval Process when completing the FAFSA online.

  • Students and parents have the option to automatically link to the IRS to transfer 2016 tax information to the FAFSA when completing the 2018-2019 FAFSA.
  • Both students and parents will need an FSA ID to be able to do this. Create one here. http://fsaid.ed.gov
  • The Federal Tax Return must be filed at least two weeks (if filing electronically) prior to using the FAFSA IRS Data Retrieval Tool to allow the IRS time to process the return. Paper tax return filing will require a longer wait time.
  • Additional documentation may still be required to verify data not provided by the FAFSA IRS Data Retrieval Tool such as the institutional verification form for such items as household size, number in college, and untaxed income.
  • Certain tax filers may not be able to use the IRS Data Retrieval and will need to request an IRS Tax Return Transcript (see list below).

Tax filers not eligible to use the IRS Data Retrieval Tool.

  • Filing status - Married Filing Separately. (will need to request Tax Return Transcript for each spouse.) 
  • Filing status - Head of Household (when parent or student is married and filed the tax return as head of household)
  • Filed Amended Tax Return
  • Filed Foreign Tax Return
  • Recently filed taxes (less than two weeks)

Students and parents that did not use the IRS Data Retrieval Tool when initialing completing the FAFSA may log back into the FAFSA and use it. The Financial Aid Office usually receives this update in 2-3 days. 

Option 2. Request a Federal Tax Return Transcript from the IRS and Turn in the document to the Chattanooga State Enrollment Services Center.

  • An official tax return transcript will be required for tax filers not able to use the IRS Data Retrieval Tool.
  • Additional documentation may also be required to verify data not provided such as copies of W-2 forms, 1099 forms, and a verification form for such items as household size, number in college, and untaxed income.

Options to Request a Tax Return Transcript:

Online Request: 

  • Available on the IRS website at https://www.irs.gov/Individuals/Get-Transcript
  • If eligible, the tax return transcript can be immediately downloaded 
  • The IRS Tax Return Transcripts requested online cannot be sent directly to an institution
  • Once the student and/or parent receive the Tax Return Transcript, write the student's ID at the top of each page of the form before turning it into the Information Desk in the Student Center.

Paper Request form - IRS Form 4506T-EZ

  • Download form 4506T-EZ from the IRS website https://www.irs.gov/Individuals/Get-Transcript
  • Complete the form according to the instructions.
  • Although Line 5 provides tax filers with the option to have their IRS Tax Return Transcript mailed directly to a third party by the IRS, it is not the recommended method as the institution may have difficulty matching a parent's incoming IRS Tax Return Transcript to the aid applicant, as the two names may be different.
  • Recommend the parent and/or student have the IRS Tax Return Transcript mailed directly to them and then turn in to the transcript to the Enrollment Services Center after writing the student's ID at the top of the parent and student's transcript.

Telephone Request:

  • Available from the IRS by calling 1-800-908-9946

In Person Request:

  • You may pick up a copy of your Tax Return Transcript at the local IRS Office. 
  • Address: 5740 Uptain Rd, Chattanooga, TN 37411 Phone: (423) 855-6460

Non-Tax Filers (New for 2017-2018) 

  • Independent students and parents of dependent students, who are non-tax filers must submit a Verification Letter of Non-filing from the IRS to satisfy the needed document. 

Options to Request a Verification Letter of Non-filing:

​Download form 4506-T form from the IRS website https://www.irs.gov/uac/about-form-4506t

Complete the form according to the instructions.

  • Although Line 5 provides tax filers with the option to have their IRS Letter of Non-filing mailed directly to a third party by the IRS, it is not the recommended method as the institution may have difficulty matching a parent's incoming IRS Tax Return Transcript to the aid applicant, as the two names may be different. It is recommend the parent and/or student have the IRS Tax Return Transcript mailed directly to them and then turn in to the transcript to the Enrollment Services Center after writing the student's ID at the top of the parent and student's transcript.
  • Check the box on Line 7 for Verification of Non-filing letter to be sent. 

Telephone Request:

Available from the IRS by calling 1-800-908-9946

In Person Request:

You may pick up a copy of your Letter of Non-filing at the local IRS Office. 
Address: 5740 Uptain Rd, Chattanooga, TN 37411 Phone: (423) 855-6460

Tax Return Documentation for Individuals Granted a Filing Extension by the IRS

If a student/parent is required to file an IRS income tax return and has been granted a filing extension by the IRS, provide the following documents to the Enrollment Services Center:

  • A copy of the IRS form 4868 that was filed with the IRS for the appropriate tax year; AND
  • A copy of IRS Form W-2 for each source of employment income received for the appropriate tax year OR
  • If self-employed, a signed statement certifying the amount of the individual's Adjusted Gross Income (AGI) and the U.S. Income tax paid for the appropriate tax year.
  • Tax Return Transcript will be required once taxes are filed. 

Tax Return Documentation for Individuals Who Filed an Amended IRS Income Tax Return

If a student/parent filed an amended IRS income tax return for the tax year in question, provide both of the following:

  • A signed copy of the original 1040  IRS income tax return that was filed with the IRS for the appropriate tax year; AND
  • A signed copy of the IRS Form 1040X that was filed with the IRS for the appropriate tax year. Form must include a stamp from the IRS validating the form and a IRS Tax Return Transcript (signature not required) for the appropriate tax year.

Tax Return Documentation for Individuals Who Were Victims of IRS Identity Theft

The victim must contact the IRS at 1-800-908-4490.

Upon authentication of the tax filer's identity, the IRS will provide by U.S. Postal Service, an alternate transcript Tax Return DataBase View (TRDBV) of the tax filer's IRS income tax return information.

Provide a statement, signed and dated by the tax filer, indication that they were a victim of IRS tax-related identity theft and that the IRS has been made aware of the tax-related identity theft.