VERIFICATION POLICY

Students are randomly selected for verification by the Department of Education. The ISIR that Enrollment Services receives is flagged depending on what type of verification they were selected for. Students must submit verification and pass the verification process prior to aid being disbursed. Aid may be awarded, but a control has been set up to restrict disbursement if verification has not been completed. There is no deadline for submission of forms other than the end of the semester for which they are applying.

Students are notified via email if they have been flagged for verification and are instructed to view their "To Do List" in mySTAR to determine what they need to submit to our office. If it is determined that a correction to the FAFSA is required, an email will be sent to the student informing them about what needs to be changed and that it is their responsibility to make that change. If there are changes to their award, they will receive an email notification that a new award letter is available for them to view.

If our office suspects that fraudulent information has been reported, we will collect the documentation to support the suspicion and contact the Office of Inspector General (OIG) at the Dallas office, (214) 661-9530.


VERIFICATION PROCESS

FAFSA/RENEWAL FAFSA: Make sure all tax documents have been completed prior to filing.

The use of the IRS Data Retrieval Tool is a requirement that will ensure the accuracy of tax reporting information and eliminate the need for submission of student/spouse or parents individual tax returns to the school for verification. If you or your parents have not already used the tool, go to https://studentaid.ed.gov/sa/fafsa log in to the student’s FAFSA record, select “Make FAFSA Corrections,” and navigate to the Financial Information section of the form. From there, follow the instructions to determine if the you are eligible to use the IRS Data Retrieval Tool to transfer 2015 IRS income tax information into your FAFSA. It takes up to two weeks for IRS income information to be available for the IRS Data Retrieval Tool for electronic IRS tax return filers, and up to eight weeks for paper IRS tax return filers.


StopDO NOT SUBMIT THE DOCUMENTS BELOW IF YOU HAVE NOT FOLLOWED THE STEPS ABOVE.

INDEPENDENT/DEPENDENT VERIFICATION FORM - 2018-2019
INDEPENDENT/DEPENDENT VERIFICATION FORM - 2019-2020


DEPARTMENT OF EDUCATION VERIFICATION PROCESS

With the beginning of the 2014-2015 processing cycle, the U.S. Department of Education (ED) has implemented new regulatory verification requirements:

Standard Verification (Household Size, Number in College; family household information must match what was provided on FAFSA)
Supplemental Nutrition Assistance Program Verification (any member of your household who received SNAP formerly known as food stamps) will be required to provide agency documentation)
Child Support Paid Verification (any member of your household who paid child support will be required to provide agency documentation)

Independent Verification

If you/your spouse were not eligible to use the IRS data retrieval, go to http://www.irs.gov/Individuals/Order-a-Transcript and request a Tax Return Transcript be sent DIRECTLY TO YOU/YOUR SPOUSE.  Submit the Tax Return Transcript that was mailed to you/your spouse to Enrollment Services, please ensure your name and Student ID are indicated on the tax transcript.  Photocopies of W-2s and/or tax returns cannot be accepted.
If you/your spouse were not employed, complete Sections A, C, D, and F.
If you/your spouse were employed but not required to file, complete Sections A, B, D, and F.

Dependent Verification

If you/your parents were not eligible to use the IRS data retrieval, go to http://www.irs.gov/Individuals/Order-a-Transcript and request a Tax Return Transcript be sent DIRECTLY TO YOU/YOUR PARENTS.  Submit the Tax Return Transcript that was mailed to you/your parents to Enrollment Services, please ensure your name and Student ID are indicated on the tax transcripts.  Photocopies of W-2s and/or tax returns cannot be accepted.
If you/your parents were not employed, complete Sections A, C, D, and F.
If you/your parent were employed but not required to file, complete Sections A, B, D, and F.
Anita Hendrix

Anita Hendrix
Enrollment Services Specialist
ahendrix@utmb.edu
409-772-1216

Fe Phillips

Fe Phillips
Staff Accountant
fcphilli@utmb.edu
409-772-9794

Erica Salas

Erica Salas
Assistant Director
Financial Aid
emsalas@utmb.edu
409-772-2479

Carol Cromie

Carol Cromie
Director
Student Financial Services
cacromie@utmb.edu
409-772-1215

Enrollment Services Contact Information

Mailing Address:
Office of Enrollment Services
The University of Texas Medical Branch
301 University Boulevard
Galveston, Texas 77555-1305
Phone: 409-772-1215
Fax: 409-772-4466
Email Addresses: enrollment.services@utmb.edu
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