Financial Aid Forms

  • Permission to Share

    Permission to Share

    If you would like to be able to discuss your financial aid application and/or eligibility with anyone other than your biological parents, please complete the Permission to Share form and send it to our office.

  • 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.

  • Loan Request

    Loan Request

    For students that would like to request additional loan.

  • Non-filer Statement

     Non-filer Statement

    For students and parents who did not file a tax return.

  • 2019-20 Verification Process

    2019-20 VERIFICATION PROCESS

    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.  

    Step One

    Verification Worksheet

    Please be sure to fill out the Verification Worksheet.

    Step Two

    If you filed a tax return in 2017:

    IRS Income Verification

    IRS Tax Transcripts 

    Tax filers selected for verification for the 2019-20 year can provide IRS Income Verification by using the IRS Data Retrieval Tool (IRS DRT) to transfer income information from the IRS to the FAFSA on the Web at FAFSA.gov, by requesting Tax Return Transcript(s) from the IRS, or by providing signed copies of their 2017 federal tax return that was filed with the IRS. Note: The best way to verify income is by using the IRS DRT. In most cases, no further documentation is needed to verify 2017 income information that was transferred into the student’s FAFSA using the IRS DRT if that information was not changed. Tax Return Transcripts may take additional time to receive. Wesleyan strongly recommends using the IRS DRT option when possible.

    Option 1 - IRS Data Retrieval Tool (IRS DRT)

    Using the IRS Data Retrieval Tool (IRS DRT) to transfer tax return information from the IRS to the FAFSA on the Web is recommended. Some individuals may not be eligible to use the IRS DRT based on type of filing or filing status.  If you are ineligible or choose not to use the IRS DRT, you may provide an IRS Tax Return Transcript to verify income information.  

    • To use IRS DRT login at gov to submit corrections to your 2019-20 FAFSA using the Link to IRS button.

    Option 2 - IRS Tax Transcripts

    Tax transcripts are available from the IRS free of charge. You will need to provide identifying information including: tax filing status, Social Security Number and date of birth of the first person listed on the income tax return, and the mailing address from the latest tax return filed.  Be sure to choose Tax Return Transcript when selecting the transcript type.  More information can be found at IRS.gov and clicking “Get Your Tax Record.”  Married tax filers with separate returns must provide transcripts for both spouses.

    A 2017 IRS Tax Return Transcript may be obtained through:

    • Get Transcript by Mail – Go to gov, click "Get Your Tax Record.” Click “Get Transcript by Mail.” Make sure to request the “Return Transcript” and NOT the “Account Transcript.” The transcript is generally received within 10 business days from the IRS’s receipt of the online request.
    • Get Transcript Online – Go to gov, click "Get Your Tax Record." Click “Get Transcript Online.” Make sure to request the “Return Transcript” and NOT the “Account Transcript.”  To use the Get Transcript Online tool, the user must have (1) access to a valid email address, (2) a text-enabled mobile phone (pay-as-you-go plans cannot be used) in the user’s name, and (3) specific financial account numbers (such as a credit card number or an account number for a home mortgage or auto loan).  The transcript displays online upon successful completion of the IRS’s two-step authentication.
    • Automated Telephone Request – 1-800-908-9946. Transcript is generally received within 10 business days from the IRS’s receipt of the telephone request.
    • Paper Request Form – IRS Form 4506T-EZ or IRS Form 4506-T. The transcript is generally received within 10 business days from the IRS’s receipt of the paper request form.

    Option 3 – Signed Copy of 2017 Federal Tax Return

    You may also submit a copy of the 2017 IRS form 1040, 1040A, or 1040EZ that was filed with the IRS and was signed by the taxpayer, or if completed by a paid preparer, includes the tax preparer’s Social Security Number (SSN), Employer Identification Number (EIN), or Preparer Tax Identification Number (PTIN) and has been signed, stamped, typed, or printed with the name and address of the preparer of the return. Copies must be legible and contain all relevant information as filed with the IRS.

    If you did not file a tax return in 2017:

    Verification of Non-filing

    arents of dependent students and independent students and/or their spouses who did not file and were not required to file a 2017 income tax return with the IRS must provide a Verification of Non-Filing Letter from the IRS or other relevant tax authority dated on or after October 1, 2018 that indicates a 2017 IRS income tax return was not filed. Non-filers must also complete the applicable sections of the Verification Worksheet, listing all sources and amounts of 2017 employment income (even if the employer did not issue an IRS W-2 form), and provide copies of all 2017 IRS W-2 forms or equivalent documents issued by each employer.

    • To request an IRS Verification of Non-Filing Letter: Follow the instructions provided above for IRS Tax Transcripts, choosing Verification of Non-Filing Letter when selecting the transcript type.
    • If unable to obtain the VNF from the IRS: Complete the applicable sections of the Verification Worksheet.

    Unusual Income Verification Circumstances:

    Amended IRS Income Tax Returns

    An individual who filed an amended IRS income tax return for tax year 2017 must provide:

    • A signed copy of the 2017 IRS Form 1040X “Amended U.S. Individual Tax Return” that was filed with the IRS, and one of the following:
    • IRS DRT information on the FAFSA on the Web with all tax information from the original tax return; or
    • A 2017 IRS Tax Return Transcript (that will only include information from the original tax return and does not have to be signed) or any other IRS tax transcript(s) that includes all of the income and tax information required to be verified; or
    • A signed copy of the 2017 tax return containing the original information filed with the IRS.

    IRS Tax Extension Granted (Form 4868)

    An individual who is required to file a 2017 IRS income tax return and has been granted a filing extension by the IRS beyond the automatic six-month extension for tax year 2017, must provide:

    • A copy of 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 2017;
    • A copy of the IRS's approval of an extension beyond the automatic six-month extension for tax year 2017;
    • Verification of Non-filing Letter (confirmation that the tax return has not yet been filed, see above) from the IRS or other relevant tax authority dated on or after October 1, 2018;
    • A copy of IRS Form W–2 for each source of employment income received or an equivalent document for tax year 2017 and,
    • If self-employed, a signed statement certifying the amount of the individual’s Adjusted Gross Income (AGI) and the U.S. income tax paid for tax year 2017.

    Victims of IRS Tax-Related Identity Theft

    An individual who was the victim of IRS tax-related identity theft must provide:

    • A Tax Return DataBase View (TRDBV) transcript obtained from the IRS, or any other IRS tax transcript(s) that includes all of the income and tax information required to be verified; and
    • A statement signed and dated by the tax filer indicating that he or she was a victim of IRS tax-related identity theft and that the IRS is aware of the tax-related identity theft.

    Non-IRS Income Tax Returns

    • A tax filer who filed an income tax return with Guam, the Commonwealth of the Northern Mariana Islands, the Commonwealth of Puerto Rico or the U.S. Virgin Islands may provide a signed copy of his or her income tax return that was filed with the relevant tax authority. Please note: the tax filer may be required to provide us with a copy of the tax account information issued by the relevant tax authority before verification can be completed.
    • A tax filer who filed an income tax return with the tax authority for American Samoa must provide a copy of his or her tax account information.
    • A tax filer who filed an income tax return with tax authorities not mentioned above, i.e. a foreign tax authority, and who indicates that he or she is unable to obtain the tax account information free of charge, must provide documentation that the tax authority charges a fee to obtain that information, along with a signed copy of his or her income tax return that was filed with the relevant tax authority.

    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 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, if you have not already submitted this documentation to the Admissions Office.

    • A copy of the student’s high school diploma.
    • For students who completed secondary education in a foreign country, a copy of the “secondary school leaving certificate” or other similar document.
    • A copy of the student’s final official high school transcript that shows the date when the diploma was awarded.
    • A State certificate or transcript received by a student after the student passed a State-authorized examination that the State recognizes as the equivalent of a high school diploma (GED test, HiSET, TASC, or other State-authorized examination).
    • 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.
    • For a student who was homeschooled in a State where State law requires the student to obtain a secondary school completion credential for homeschooling (other than a high school diploma or its recognized equivalent), a copy of that credential.
    • For a student who was homeschooled in a State where State law does not require the student to obtain a secondary school completion credential for homeschooling (other than a high school diploma or its recognized equivalent), a transcript, or the equivalent, signed by the student's parent or guardian, that lists the secondary school courses the student completed and includes a statement that the student successfully completed a secondary school education in a homeschool setting.
  • 2020-21 Verification Process

    2020-21 VERIFICATION PROCESS

    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.  

    Step One

    Verification Worksheet

    Please be sure to fill out the Verification Worksheet.

    Step Two

    If you filed a tax return in 2018:

    IRS Income Verification

    IRS Tax Transcripts 

    Tax filers selected for verification for the 2020-21 year can provide IRS Income Verification by using the IRS Data Retrieval Tool (IRS DRT) to transfer income information from the IRS to the FAFSA on the Web at FAFSA.gov, by requesting Tax Return Transcript(s) from the IRS, or by providing signed copies of their 2018 federal tax return that was filed with the IRS. Note: The best way to verify income is by using the IRS DRT. In most cases, no further documentation is needed to verify 2018 income information that was transferred into the student’s FAFSA using the IRS DRT if that information was not changed. Tax Return Transcripts may take additional time to receive. Wesleyan strongly recommends using the IRS DRT option when possible.

    Option 1 - IRS Data Retrieval Tool (IRS DRT)

    Using the IRS Data Retrieval Tool (IRS DRT) to transfer tax return information from the IRS to the FAFSA on the Web is recommended. Some individuals may not be eligible to use the IRS DRT based on type of filing or filing status.  If you are ineligible or choose not to use the IRS DRT, you may provide an IRS Tax Return Transcript to verify income information.  

    • To use IRS DRT login at gov to submit corrections to your 2020-21 FAFSA using the Link to IRS button.

    Option 2 - IRS Tax Transcripts

    Tax transcripts are available from the IRS free of charge. You will need to provide identifying information including: tax filing status, Social Security Number and date of birth of the first person listed on the income tax return, and the mailing address from the latest tax return filed.  Be sure to choose Tax Return Transcript when selecting the transcript type.  More information can be found at IRS.gov and clicking “Get Your Tax Record.”  Married tax filers with separate returns must provide transcripts for both spouses.

    A 2018 IRS Tax Return Transcript may be obtained through:

    • Get Transcript by Mail – Go to gov, click "Get Your Tax Record.” Click “Get Transcript by Mail.” Make sure to request the “Return Transcript” and NOT the “Account Transcript.” The transcript is generally received within 10 business days from the IRS’s receipt of the online request.
    • Get Transcript Online – Go to gov, click "Get Your Tax Record." Click “Get Transcript Online.” Make sure to request the “Return Transcript” and NOT the “Account Transcript.”  To use the Get Transcript Online tool, the user must have (1) access to a valid email address, (2) a text-enabled mobile phone (pay-as-you-go plans cannot be used) in the user’s name, and (3) specific financial account numbers (such as a credit card number or an account number for a home mortgage or auto loan).  The transcript displays online upon successful completion of the IRS’s two-step authentication.
    • Automated Telephone Request – 1-800-908-9946. Transcript is generally received within 10 business days from the IRS’s receipt of the telephone request.
    • Paper Request Form – IRS Form 4506T-EZ or IRS Form 4506-T. The transcript is generally received within 10 business days from the IRS’s receipt of the paper request form.

    Option 3 – Signed Copy of 2018 Federal Tax Return

    You may also submit a copy of the 2018 IRS form 1040, 1040A, or 1040EZ that was filed with the IRS and was signed by the taxpayer, or if completed by a paid preparer, includes the tax preparer’s Social Security Number (SSN), Employer Identification Number (EIN), or Preparer Tax Identification Number (PTIN) and has been signed, stamped, typed, or printed with the name and address of the preparer of the return. Copies must be legible and contain all relevant information as filed with the IRS.

    If you did not file a tax return in 2018:

    Verification of Non-filing

    arents of dependent students and independent students and/or their spouses who did not file and were not required to file a 2018 income tax return with the IRS must provide a Verification of Non-Filing Letter from the IRS or other relevant tax authority dated on or after October 1, 2019 that indicates a 2018 IRS income tax return was not filed. Non-filers must also complete the applicable sections of the Verification Worksheet, listing all sources and amounts of 2018 employment income (even if the employer did not issue an IRS W-2 form), and provide copies of all 2018 IRS W-2 forms or equivalent documents issued by each employer.

    • To request an IRS Verification of Non-Filing Letter: Follow the instructions provided above for IRS Tax Transcripts, choosing Verification of Non-Filing Letter when selecting the transcript type.
    • If unable to obtain the VNF from the IRS: Complete the applicable sections of the Verification Worksheet.

    Unusual Income Verification Circumstances:

    Amended IRS Income Tax Returns

    An individual who filed an amended IRS income tax return for tax year 2018 must provide:

    • A signed copy of the 2018 IRS Form 1040X “Amended U.S. Individual Tax Return” that was filed with the IRS, and one of the following:
    • IRS DRT information on the FAFSA on the Web with all tax information from the original tax return; or
    • A 2018 IRS Tax Return Transcript (that will only include information from the original tax return and does not have to be signed) or any other IRS tax transcript(s) that includes all of the income and tax information required to be verified; or
    • A signed copy of the 2018 tax return containing the original information filed with the IRS.

    IRS Tax Extension Granted (Form 4868)

    An individual who is required to file a 2018 IRS income tax return and has been granted a filing extension by the IRS beyond the automatic six-month extension for tax year 2018, must provide:

    • A copy of 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 2018;
    • A copy of the IRS's approval of an extension beyond the automatic six-month extension for tax year 2018;
    • Verification of Non-filing Letter (confirmation that the tax return has not yet been filed, see above) from the IRS or other relevant tax authority dated on or after October 1, 2019;
    • A copy of IRS Form W–2 for each source of employment income received or an equivalent document for tax year 2018 and,
    • If self-employed, a signed statement certifying the amount of the individual’s Adjusted Gross Income (AGI) and the U.S. income tax paid for tax year 2018.

    Victims of IRS Tax-Related Identity Theft

    An individual who was the victim of IRS tax-related identity theft must provide:

    • A Tax Return DataBase View (TRDBV) transcript obtained from the IRS, or any other IRS tax transcript(s) that includes all of the income and tax information required to be verified; and
    • A statement signed and dated by the tax filer indicating that he or she was a victim of IRS tax-related identity theft and that the IRS is aware of the tax-related identity theft.

    Non-IRS Income Tax Returns

    • A tax filer who filed an income tax return with Guam, the Commonwealth of the Northern Mariana Islands, the Commonwealth of Puerto Rico or the U.S. Virgin Islands may provide a signed copy of his or her income tax return that was filed with the relevant tax authority. Please note: the tax filer may be required to provide us with a copy of the tax account information issued by the relevant tax authority before verification can be completed.
    • A tax filer who filed an income tax return with the tax authority for American Samoa must provide a copy of his or her tax account information.
    • A tax filer who filed an income tax return with tax authorities not mentioned above, i.e. a foreign tax authority, and who indicates that he or she is unable to obtain the tax account information free of charge, must provide documentation that the tax authority charges a fee to obtain that information, along with a signed copy of his or her income tax return that was filed with the relevant tax authority.

    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 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, if you have not already submitted this documentation to the Admissions Office.

    • A copy of the student’s high school diploma.
    • For students who completed secondary education in a foreign country, a copy of the “secondary school leaving certificate” or other similar document.
    • A copy of the student’s final official high school transcript that shows the date when the diploma was awarded.
    • A State certificate or transcript received by a student after the student passed a State-authorized examination that the State recognizes as the equivalent of a high school diploma (GED test, HiSET, TASC, or other State-authorized examination).
    • 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.
    • For a student who was homeschooled in a State where State law requires the student to obtain a secondary school completion credential for homeschooling (other than a high school diploma or its recognized equivalent), a copy of that credential.
    • For a student who was homeschooled in a State where State law does not require the student to obtain a secondary school completion credential for homeschooling (other than a high school diploma or its recognized equivalent), a transcript, or the equivalent, signed by the student's parent or guardian, that lists the secondary school courses the student completed and includes a statement that the student successfully completed a secondary school education in a homeschool setting.