Oklahoma Baptist University

2017-18 Verification Worksheet I

Federal Student Aid Programs Independent student

Your application was selected for review in a process called "Verification." In this process, OBU will be comparing information from your application with information from the IRS data match or a federal tax transcript. The law says we must obtain this information before awarding federal aid. If there are differences between your application information and your financial documents, we will make the necessary corrections to your application information.
Complete verification as soon as possible, so that your financial aid won't be delayed. / What you should do
1. Contact the OBU Student Financial Services Office if you have questions about completing this worksheet.
2. Fill in completely and sign the worksheet--you (and your spouse).
3. Mail or deliver the completed worksheet.
OBU must review the requested information, under the financial aid program rules (CFR Title 34, Part 668).
A: Student Information OBU ID # ______

Last Name First Name Middle Initial

Your address (permanent) City State Zip Code

______

Social Security Number Date of Birth Area Code Phone Number

B: Family Information

Fill in the information about the people whom you will support between July 1, 2017 and June 30, 2018. Include:

* yourself

* your spouse

* your children, if you will provide more than half of their support from July 1, 2017 through June 30, 2018 and

* other people if they now live with you, and you provide more than half of their support and will continue to provide more than half of their support from July 1, 2017 through June 30, 2018.

Write in the names of all family members that fit the criteria above. Remember, begin with yourself. Also write in the name of the college for any family member who will be attending college at least half-time attendance during 2017-18, and will be enrolled in a degree or certificate program. If you need more space, attach a separate page.

College

Full Name Age Relationship If at least half-time attendance during 2017-18

SELF Oklahoma Baptist University

C. Tax Forms and Income Information
NON-FILERS: Check the box for those people who did not and are not required to file a 2015 Federal Income Tax Return. List below their employer(s) and any income received in 2015 (use W-2 forms or other earning statements) for the non-filer. If you had no income, enter zero as the amount. Please submit copies of W-2 forms for non-filers with this form. Non-filers will also need to go to www.irs.gov to request a Tax Return Transcript for 2015. If there is no transcript found, it will give you a statement saying you did not file for the 2015 year. Print and send to our office. You can also order the Statement of Non-Filers from the IRS using the form at https://www.okbu.edu/financial-aid/faqs.html.
You Your Spouse
Name of Employer Student Amount Spouse Amount

If you have not already completed the IRS Data Match on your 2017-18 FAFSA or provided a 2015 Tax Return Transcript, follow the instructions below to complete this requirement for Verification.

·  You must contact the IRS to request a Tax Return Transcript (minimum 3 weeks after filing tax return). To request a Tax Return Transcript on-line, go to www.irs.gov/Individuals/Get-Transcript.

D. Sign this worksheet

By signing this worksheet, I (we) certify that all information reported on this worksheet is complete and correct. Warning: If you purposely give false or misleading information on this worksheet, you may be fined, be sentenced to jail, or both.

______

Student Date Spouse Date

Oklahoma Baptist University, Student Financial Services, OBU Box 61242, Shawnee OK 74804-2590

OKC AREA WIDE 585-5020, (800)654-3285

Fax (405) 585-5030