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Federal Verification Process

A Federal Pell Grant applicant that is selected for verification can submit a valid ISIR (FAFSA) after the last day of enrollment for the 2018-2019 award year. Federal Pell Grant applicants must complete the verification process by September 21, 2019 or 120 days after the last day of the student’s enrollment, whichever is earlier.

Campus-Based and Direct loan applicants must complete verification prior to the last day of enrollment.  If you have any questions concerning verification and the required documents, please contact the Office of Student Financial Services. Failing to complete verification by the deadlines will result in the loss of eligibility for federal aid funds. In the event that a student completely withdraws, verification documents must have been received prior to withdrawal in order to be considered for federal financial aid.

If your FAFSA application is selected for verification by the U.S. Department of Education, you will receive an introductory email to the address you provided on the FAFSA. If no email was provided, you will receive an introductory postcard. The postcard will have our school logo along with Inceptia’s, so you will know it is official.

What Happens Next?

A custom school link will be included in the introductory communication requesting you access Verification Gateway. You will need to do the following*:

  • Confirm your identity (authentication).
  • Create a secure user name and password.
  • Decide if you want to receive text messages and approve to e-sign.
  • Access your Action List and begin the verification process (the list may consist of some
    combination of online forms and the request to upload specific documents to Verification
    Gateway).

*Dependent students that provided parental information on the FAFSA are required to have one parent also authenticate and create an account. This parent will be required to e-sign or provide an ink signature once all documentation has been submitted.

Upon receipt of all required documents, Inceptia will begin the verification process. Students will be notified if there are any questions or if any additional documentation is required via email, text or postcard. Once verification has been completed, the student and our school will be notified.

Questions

If you have any questions about the verification process, please contact Inceptia, Monday through Friday from 8:00 am – 5:00 pm Central at 888-374-8427 or by email at VGCS@inceptia.org.

About Inceptia

Inceptia, a division of National Student Loan Program (NSLP), is a nonprofit organization committed to helping schools launch brilliant futures for their students. Inceptia achieves this goal by offering effective and uncomplicated financial aid management solutions in such key areas as default prevention, verification and financial education. Learn more at Inceptia.org.

IRS Data Retrieval Tool

Who Can Use the IRS Data Retrieval Tool?
Applicants must have a valid Social Security Number and FSA ID to use the IRS Data Retrieval Tool. The applicant will need to authenticate himself or herself to the IRS in order to use the IRS Data Retrieval Tool. Students and parents must use the tool separately for their respective income tax returns.

Who Can’t Use the IRS Data Retrieval Tool?
If an independent applicant is married and files separate federal income tax returns or a dependent applicant’s parents are married and file separate federal income tax returns (e.g., married filing separately or head of household), the applicant will not be able to use the IRS Data Retrieval Tool. Also, if there has been a change in the marital status of the applicant or parent (if the applicant is a dependent student) after the end of the tax year, the applicant will not be able to use the IRS Data Retrieval Tool.

The IRS Data Retrieval Tool will transfer information only from an original income tax return and not an amended income tax return. Thus if the applicant, spouse or parent, as applicable, has filed an amended income tax return, the applicant will not be able to use the IRS Data Retrieval Tool.

Applicants who have filed a foreign income tax return instead of or in addition to a US income tax return will be unable to use the IRS Data Retrieval Tool. For example, taxpayers who file both a US income tax return and a Puerto Rican tax return will be unable to use the IRS Data Retrieval Tool. Also, the IRS Data Retrieval Tool is available only to taxpayers who have a valid Social Security number. Taxpayers who file income tax returns using a Tax ID Number (TIN) will not be able to use the tool.

The home address listed on the FAFSA must match the home address listed on the federal income tax return.

Tax Return(s) Recently Filed/Tax Data Not Available to Transfer
Students or parents who filed their tax returns electronically within the last three weeks, or through the mail within the last eleven weeks, might need to either enter their tax return information manually and return at a later date to transfer their tax return information into the FAFSA, as their tax return information might not be available for transfer from the IRS.

View the IRS Data Retrieval Tool Availability Chart.

Request Tax Transcript

HOW TO REQUEST A TAX TRANSCRIPT FROM THE IRS
Tax filers can request a transcript of a recent tax return, free of charge, from the IRS in one of four ways.

Online Request
Available at www.irs.gov

• Under Tools, click “Get Transcript of Your Tax Records”.
• Click “Get Transcript ONLINE”.
• Create an account if one does not already exist.
• Enter the tax filer’s personal information that is requested.
• Click “Continue”.
• You will then be required to answer the security questions.
• Select Higher Education/Student Aid as the reason you are requesting the transcript.
• Select 2016 under “Return Transcript”.
• If successfully validated, the Tax Transcript will open in a PDF that you can print or save.
• Submit the tax return transcript to The University of Tulsa Office of Student Financial Services; make sure to include the student’s name and TU ID on the transcript.

Get Transcript by Mail

Go to www.irs.gov, under the Tools heading, click “Get a tax transcript.”

Click “Get Transcript by MAIL.”

***Make sure to request the “IRS Tax Return Transcript” and NOT the “IRS Tax Account Transcript***

Paper Request Form

Go to www.irs.gov and print the form based on your tax filing status:

IRS Form 4506-T or IRS Form 4506T-EZ

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

• Tax filers must follow prompts to enter their social security number and the numbers in their street address. Generally this will be numbers of the street address that was listed on the latest tax return filed.
• Select “Option 2” to request an IRS Tax Return Transcript (not “Tax Account Transcript”) and then enter the year of the return begin requested.
• If successfully validated, tax filers can expect to receive a paper IRS Tax Return Transcript at the address provided in their telephone request within 5 to 10 days from the time of the request.
• IRS Tax Return Transcripts requested by telephone cannot be sent directly to a third party by the IRS.
• Submit the tax return transcript to The University of Tulsa Office of Student Financial Services; make sure to include the student’s name and TU ID on the transcript.

Mail to:

The University of Tulsa
Office of Student Financial Services
800 South Tucker Drive
Tulsa, OK 74104

How to fix address matching problems when ordering online
When entering the information into the IRS address matching system note the following:

  • The address entered must match the address already on file with the IRS exactly.
  • The address on file is typically the address on your most recent tax return.
  • Spelling out the word “street” rather than using the abbreviation “st.” can be enough to cause an error.
  • Addresses on the IRS system are auto-corrected through a post office program and may not match what you put on your tax return.

We suggest the following if you run into problems:

  • Have your taxes in front of you and enter the address carefully as it is on your return.
  • If you entered your address as it appears on your return and it doesn’t work, try using the standardized version of your address.

To get a standardized version of your address:

  • Go to www.usps.com
  • Click Look Up a Zip Code
  • Enter Street Address, City, State
  • Click Find

If you still have problems, the IRS Help Desk can be reached toll-free at 1-800-876-1715, Monday – Friday 8:00 a.m. – 8:00 p.m. (Eastern Time).

Request Non-Tax Filer Confirmation

All non-tax filers in the household are required to submit to the Office of Student Financial Services documentation from the IRS or other relevant tax authority dated on or after OCTOBER 1 that indicates the requested year’s IRS income tax return was not filed with the IRS or other relevant tax authority.

A confirmation of non-filing can be obtained from the IRS using Form 4506-T and checking box 7.

If appropriate, a similar confirmation from another taxing authority (e.g., a U.S. territory or a foreign government) is also acceptable.