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This worksheet is for parents of students who have reported rollovers from an IRA or pension on their FAFSA or TASFA applications. It requires the documentation of untaxed IRA distributions and pension distributions for the 2022 tax year.
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How to fill out 2024-2025 verification worksheet

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How to fill out 2024-2025 verification worksheet

01
Obtain the 2024-2025 Verification Worksheet from your school's financial aid office or website.
02
Read the instructions carefully to understand what information is required.
03
Fill in your personal information, including your name, student ID, and contact details.
04
Provide financial information from your tax returns, including your adjusted gross income (AGI) and tax paid.
05
If you're a dependent student, include your parents' financial information as well.
06
Answer all questions regarding household size and number of family members in college.
07
Sign and date the worksheet, certifying that the information provided is accurate.

Who needs 2024-2025 verification worksheet?

01
Students who are selected for verification by the federal government or their school.
02
Dependent students who must include their parents' information.
03
Independent students who need to provide their own financial information.
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A verification worksheet is a document used to confirm the accuracy of the information provided in an application or report, often required by institutions for grant, loan, or financial aid purposes.
Typically, students who apply for federal financial aid may be required to file a verification worksheet if their application is selected for verification by their school.
To fill out a verification worksheet, individuals need to provide accurate financial information, such as income details, tax information, and household size, and ensure all sections are completed as per the instructions provided by the institution.
The purpose of the verification worksheet is to ensure the validity of the information reported on financial aid applications, promoting fairness and accuracy in the awarding process.
The verification worksheet typically requires information about the applicant's income, tax filing status, family size, and the income of family members, among other financial details.
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Financial Aid Verification Worksheet Parent Rollover IRA Distribution Pension Distribution FAFSA TASFA UT Dallas Tax Year 2022 Document Submission

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