Financial Aid Forms

Free Application for Federal Student Aid (FAFSA), opens in a new window

The FAFSA must be completed and submitted to the federal processor by any students who wish to receive need-based aid and/or federal student loans. Use the NC State College Title IV code — 005313 — to have your Student Aid Report sent electronically to NC State College.

All forms are in PDF format:

2019/2020 Forms (FALL 2019 - SUMMER 2020)

The FAFSA processor may select you for verification, a method of double checking your FAFSA information. You may be required to complete worksheets, furnish a tax return transcript or other financial documents, or verify your identity. The Financial Aid Office will let you know what is required, you may be asked to fill out and submit one or more of the following:

Grant Aid Cancellation form, opens in a new window

Dependent Verification , opens in a new window(V1-D)

Ohio Child Support information can be obtained here, opens in a new window

Low Income Worksheet Student, opens in a new window

Independent Verification, opens in a new window (V1-I)

See below for information on retrieving your Federal tax information.

Ohio Child Support information can be obtained here, opens in a new window

HS/GED Verification/Statement of Educational Purpose and Documentation of Identity, opens in a new window (Verification V4)

GED transcript information can be obtained here, opens in a new window

Low Income Worksheet Parent, opens in a new window

UEH Verification worksheet, opens in a new window

Orphan/Ward of Court/Homeless Validation Form, opens in a new window

How to request your Tax Return Transcripts

The FAFSA processor requires some aid applicants to substantiate the tax return amounts they entered on their FAFSA. The following are acceptable ways to do this:

IRS Data Retrieval Tool

Using the IRS Retrieval Tool (DRT), a process of electronically transferring your tax return information from the IRS onto your FAFSA, is the preferred method. Access your FAFSA record at www.fafsa.ed.gov and select “Make FAFSA Corrections.” In the “Financial Information” section, you will be asked a series of questions to determine if you are eligible to use the DRT. If you are eligible, do use it. Those not eligible are required to obtain a “Tax Return Transcript”.

Tax Return Transcript

A Tax Return Transcript is not a copy of your tax return, it is a printout from the IRS. Note “Tax Account Transcripts”, are also available from the IRS, but cannot be used!

Obtain a Tax Return Transcript the following ways:

Online Request (Print PDF or have it mailed to you):

  • Available on the IRS Web site, opens in a new window– Get Transcript
  • Download and print your transcript immediately, or request the transcript be mailed to your address on record.

Telephone Request

  • Available from the IRS by calling 1-800-908-9946
  • You must follow the prompts to enter your Social Security Number, and address.
  • Select “Option 2” to request an IRS Tax Return Transcript and then enter the year you are requesting. i.e. “2015”
  • If successfully validated, you can expect to receive a paper IRS Tax Return Transcript at the address used in the request within 5 to 10 days from the time the IRS receives the request.
  • IRS Tax Return Transcripts requested by phone cannot be sent directly to a third party.

Paper Request Form– IRS Form 4506T-EZ

Request of Non-Filer Statement

Verification of Non-filing Letters are proof from the IRS that you did not file a return this year. Current year requests are only available after June 15.

  • Available on the IRS Web site, opens in a new window– Get Transcript
  • Download and print your transcript immediately, or request the transcript be mailed to your address on record.

Transcript Types and Ways to Order Them:

More information on IRS Forms and how you can order them can be found here, opens in a new window

When Can I Order My Tax Return Transcripts?

The timing of when you can successfully request a copy of your Tax Return Transcripts depends on if you owe taxes at the time of filing, and if you filed electronically or by paper. See below for more details.

2017/2018 FAFSA Verification

Timeline Availability of 2015 IRS Tax Information for the FAFSA on the Web’s IRS Data Retrieval Tool (IRS-DRT) and for Requesting IRS Tax Return Transcripts

When a tax return filer...: Has no amount owed to the IRS or has an expected refund at the time their tax return was submitted to the IRS
If Tax Return Filed Electronically...: Generally tax returns are accepted by the IRS within a day or two of the return having been electronically filed with the IRS.

In most cases, IRS DRT is available and an IRS Tax Return Transcript may be requested within 2-3 weeks after the return has been accepted by the IRS.

If Tax Return Filed by Paper...: Generally tax returns are accepted by the IRS when the tax return is received by the IRS.

In most cases, IRS DRT is available and an IRS Tax Return Transcript may be requested within 8-11 weeks after the tax return has been accepted by the IRS.

When a tax return filer...: Has an amount owed to the IRS and makes a full payment on that amount at the time their tax return was submitted to the IRS
If Tax Return Filed Electronically...: Generally tax returns are accepted by the IRS within a day or two of the return having been electronically filed with the IRS.

In most cases, IRS DRT is available and an IRS Tax Return Transcript may be requested within 2-3 weeks after the return has been accepted by the IRS.

If Tax Return Filed by Paper...: IRS will process the tax return in June.

In most cases, IRS DRT is available and an IRS Tax Return Transcript may be requested within 2-3 weeks after the tax return has been processed by the IRS.

When a tax return filer...: Has an amount owed and subsequent to submitting their tax return to the IRS, pays the full amount due
If Tax Return Filed Electronically...: Generally tax returns are accepted by the IRS within a day or two of the return having been electronically filed with the IRS.

In most cases, IRS DRT is available and an IRS Tax Return Transcript may be requested within 3-4 weeks after the full payment is made.

If Tax Return Filed by Paper...: IRS will process the tax return in June.

In most cases, IRS DRT is available and an IRS Tax Return Transcript may be requested within 2-3 weeks after the tax return has been processed by the IRS.

When a tax return filer...: At the time their tax return was submitted to the IRS, has an amount owed and has not paid in full.
If Tax Return Filed Electronically...: Generally tax returns are accepted by the IRS within a day or two of the return having been electronically filed with the IRS. However, IRS will not process the return until May.

In most cases, IRS DRT is available and an IRS Tax Return Transcript may be requested within 2-3 weeks after the return has been processed in May.

If Tax Return Filed by Paper...: IRS will process the tax return in June.

In most cases, IRS DRT is available and an IRS Tax Return Transcript may be requested within 2-3 weeks after the tax return has been processed by the IRS.

Tax filers can expect to receive their IRS transcript

If requested online — 5-10 business days after request is submitted

If requested by phone — 5-10 business days after request is submitted

If requested by paper (IRS Form 4506-T or IRS Form 4506T-EZ) — 10 business days from the time the IRS receives and processes the signed request