• Verification

    VERIFICATION

    If have been notified by our office or your Student Aid Report (SAR) indicates that you have been selected for verification you must submit additional documentation to the Financial Aid Office. 

    The Federal Verification requirements may be different for each student.  All students selected for Verification will need to complete the Verification Worksheet Requirement.  Most students and parents will also need to complete the IRS INCOME VERIFICATION REQUIREMENT as noted below.  Other students may need to follow a different set of instructions below depending on the type of Federal Verification.  

    Verification Worksheet 

    Please be sure to fill out the Verification Worksheet and submit IRS income verification.

    IRS Income Verification 

    The IRS Income Verification requirement can be obtained in two different ways: Option 1 - IRS Data Retrieval process through FAFSA (which is the quickest way to get your IRS Income Verification to us) or Option 2 - Tax Transcript through the IRS. Because of this difference in processing time, Wesleyan strongly recommends utilizing the IRS Data Retrieval (Option 1).

    Option 1- IRS Data Retrieval into FAFSA 

    In the event that you have filed your federal tax return electronically at least two to three weeks prior to today or submitted your paper return 8-11 weeks prior to today, you may be eligible to use the IRS Data Retrieval tool. This process will pull your prior year tax information directly into your FAFSA, which would fulfill the IRS Income Verification. This does not replace the Federal 1040, 1040A, 1040EZ tax return requirement(s) for Wesleyan. If you or your parents were not required to file a tax return, please report this under Step 3 and/or 4 on the Verification Worksheet.

    Please visit http://www.fafsa.ed.gov/ and make a correction to your FAFSA to upload your tax information using the IRS Data Retrieval Tool.

    • Please note recently widowed, separated, married filed separately, divorced parents that were 
      required to file a joint return are NOT eligible to do the IRS Data Retrieval. In this case you will need to follow Option 2. 
    • For families with unusual circumstances, such as amended tax return filers (1040X), filing extensions (Form 4868) and victims of identity theft, please see the section on unusual circumstances below.

    Option 2-Tax Transcripts 

    Families can opt to request a Tax Transcript from the IRS by calling the IRS or submitting a request through the mail. Use the Social Security Number and date of birth of the first person listed on the 2015 IRS income tax return, and the address on file with the IRS (normally this will be the address used on the 2015 income tax return).  

    To request a transcript through the automated telephone system, call 800-908-9946.  When ordering the tax transcript be sure to choose option #2 for a Return Transcript.

    To request a transcript through the mail, visit http://www.irs.gov/ and click on “Form 4506-T.”  Submit this form to the IRS to retrieve the Tax Transcript.  If you choose this option you may request that the IRS send a copy of your Tax Transcript directly to a third-party.  You may list our school as a third party; our mailing address is Wesleyan Financial Aid Office, 237 High Street, Middletown, CT 06459.

    IRS Income Tax Return Information for Individuals with Unusual Circumstances

    •  Amended Tax Return Filers (1040X). If an individual filed an amended IRS income tax return for tax year 2015, provide both of the following: A 2015 IRS Tax Return Transcript for the 2015 tax year; and a signed copy of the 2015 IRS Form 1040X, “Amended U.S. Individual Income Tax Return,” that was filed with the IRS.
    • Filing Extension Filed (4868): If an individual is required to file a 2015 IRS income tax return and has been granted a filing extension by the IRS, provide the following documents: A copy of the IRS Form 4868, ‘‘Application for Automatic Extension of Time to File U.S. Individual Income Tax Return,’’ that was filed with the IRS for tax year 2015; and a copy of IRS Form W–2 for each source of employment income received for tax year 2015 and, if self-employed, a signed statement certifying the amount of the individual’s AGI and the U.S. income tax paid for tax year 2015.
    • Victims of IRS Identity Theft: A victim of IRS identity theft who has been unable to obtain a 2015 IRS Tax Return Transcript or unable to use the IRS Data Retrieval Tool must provide a signed copy of the 2015 paper IRS income tax return that was filed with the IRS and a signed copy of IRS Form 14039 “Identity Theft Affidavit” if one was submitted to the IRS. If the individual did not keep a copy of Form 14039 or the IRS did not require him or her to submit one, he or she may provide one of the following:  1) a statement signed and dated by the individual indicating that he or she was a victim of IRS identity theft and that the IRS is investigating the matter. The statement must also indicate that the individual submitted a Form 14039 to the IRS, but did not keep a copy of it or that he or she was not required to file the form; or 2) a copy of a police report if it was filed related to the IRS identify theft.
    • Filed Non-IRS Income Tax Returns If an individual filed or will file a 2015 income tax return with Puerto Rico, another U.S. territory (e.g., Guam, American Samoa, the U.S. Virgin Islands, the Northern Marianas Islands), or with a foreign country, provide a signed copy of that 2015 income tax return(s).

    OTHER VERIFICATION REQUIREMENTS (IF APPLICABLE)

    If you are unable to obtain any of the required documentation listed above, please contact the financial aid office for assistance.

    Verification Statement of Educational Purpose 

    Please be sure to fill out the Verification Statement of Educational Purpose. The statement must be completed and signed in the presence of either a Wesleyan Financial Aid Administrator or a Notary Public. You must also show an original, valid, government-issued photo identification (driver’s license, non-driver’s license, or passport) in the presence of either a Wesleyan Financial Aid Administrator or a Notary Public so they can make a copy of it. 

    Verification of Food Stamp (SNAP) Benefits 

    You have indicated on your FAFSA that you received Food Stamps Benefits sometime in 2014 or 2015. Please be sure to confirm on your verification form that you either qualified/did not qualify for the benefit during the calendar year 2014 or 2015. 

    Verification of Child Support Paid 

    You have indicated on your FAFSA that you paid child support because of a divorce or separation during the calendar year 2015. 

    Verification of Household Resources 

    Based on the information reported on your FAFSA, the resources you have indicated do not appear to provide sufficient financial support for your family. 

    Verification of High School Completion Status 

    Provide one of the following documents to indicate the student's high school completion status as of the time the student will begin college in 2016-2017, if you have not already submitted this documentation to the Admissions Office.

      • A copy of the student's high school diploma; OR
      • A copy of the student's final official high school transcript that shows the date when the diploma was awarded; OR
      • Secondary school leaving certificate for students who completed secondary education in foreign country and unable to get copy of high school diploma/transcript OR

    Recognized Equivalent of a High School Diploma

      • A copy of the student's General Educational Development (GED) certificate or GED transcript; OR
      • An academic transcript that indicates the student successfully completed at least a two-year program that is acceptable for full credit toward a bachelor's degree; OR
      • Student excelled academically in HS and met all criteria to be admitted into a two-year degree program or higher

    Test transcripts of State-authorized examinations

      • Test transcripts of State-authorized examinations (e.g., GED test, HiSET, TASC, or other State-authorized high school equivalency examinations) are acceptable documentation of high school completion only if:
        • The official test transcript specifically indicates that a State has determined that the test results are considered by the State to meet its requirements of high school equivalency; OR
        • The official test transcript includes language that the final score is a passing score

    Homeschooling

      • Credential, transcript, or the equivalent, signed by the parent or guardian, that lists the secondary school courses completed by the applicant and documents the successful completion of a secondary school education; OR
      • A secondary school completion credential for home school provided for under State law
  • Estimated Income Worksheet (dependent students)

    Estimated Income Worksheet  (dependent students)


    If parents' 2015 income will be less than 2014, they may submit this completed document to the Office of Financial Aid. Additional required documents will be final paystub(s) and, for those self-employed, most recent months cashflow statement and balance sheet. Please note that revisions to an award may not occur until the necessary documentation has been provided and/or the timing is appropriate. In many instances, estimated year information will not be used until July at the earliest to provide us with 6 months worth of income documentation as well as a more complete understanding of the family's financial situation.

  • Estimated Income Worksheet (independent students)

    Estimated Income Worksheet  (independent students)

    If an independent student's 2015 income will be less than 2014, s/he may submit this completed document to the Office of Financial Aid. Additional required documents will be final paystub(s) and, for those self-employed, most recent months cashflow statement and balance sheet. Please note that revisions to an award may not occur until the necessary documentation has been provided and/or the timing is appropriate. In many instances, estimated year information will not be used until July at the earliest to provide us with 6 months worth of income documentation as well as a more complete understanding of the family's financial situation.

  • Noncustodial Waiver Petition

    Noncustodial Waiver Petition

    Wesleyan adheres to the principal that both biological parents have the primary responsibility for providing reasonable financial support to fund their child’s cost of education at Wesleyan University.  Wesleyan financial aid is provided to meet any shortfall that exists when the family’s ability to contribute has been maximized.  Wesleyan does not consider whether a custodial or noncustodial parent is willing to contribute to his or her child’s education; instead, the Financial Aid Office collects financial information from both parents to evaluate the ability to contribute.  The financial need of students whose parents are divorced is calculated based upon the same principle followed in calculating the need of all other students:  both parents are jointly responsible for the college expenses of their children to the extent of the family ability.  Consideration is made for expenses like child support, separate households and blended families.  

    Wesleyan University recognizes that extenuating circumstances in individual cases may make it impossible to obtain information from a noncustodial parent.  If the noncustodial parent’s whereabouts are unknown, if there has been extremely limited or no contact with the noncustodial parent for a significant period of time, or if there are other extenuating circumstances, the collection of noncustodial financial information may be waived.  Students/families with these circumstances may petition to waive the collection of noncustodial information in the financial aid process.  Please review the Noncustodial Parent Waiver Petition for more information.  Note:  a letter from a third party (other than a family member, family friend or attorney) who can verify the amount of contact a child has had with the noncustodial parent is required.

  • Permission to Share

    Permission to Share

    This form is required if student's want to authorize our office to speak about their financial aid application with anyone other than the biological parents.

  • Cashflow Worksheet