Financial Aid Verification

Important Information about Financial Aid Verification

This page provides helpful information to students and families about the financial aid verification process. Generally, each student is required to provide a completed verification worksheet. In addition, both the student and their parent(s) or spouse (if applicable) are required to provide proof of tax filing or proof of non-filing. On this page, you will find specific information based on your student type: New Freshman, Continuing USF Student or New Transfer Student, and DREAM Act-Undocumented student. Please review the information under your student type for additional assistance with the verification process.

New Freshman Student

It is USF's policy to verify the financial aid application information for all new freshman.

If you have chosen to complete the College Board CSS PROFILE application, you should receive an e-mail from The College Board with directions on how to access IDOC, which is a service that is used to upload financial aid documents requested by USF. For more information on IDOC, please view this web tutorial.

If you completed the 2018-2019 FAFSA, and chose not to complete the CSS Profile, you can find the necessary verification documents, and any other financial aid requirements, in myUSF Student Self-Service on the "Financial Aid" tab, under "Financial Aid Status" for academic year 2018-2019. These documents can be faxed to (415) 422-6084. If you have any questions, please contact Student Enrollment Services.

Any required USF verification worksheets are linked in this section of Student Self Service, and you can also find them on our Financial Aid Forms page. 

We are also required to obtain official 2016 tax information for verification. Acceptable 2016 tax documentation includes:

  • FAFSA IRS Data Retrieval Tool*
  • IRS Tax Return Transcripts
  • IRS Record of Account Transcripts
  • IRS Verification of Nonfiling Letter

Individuals who did not file taxes for 2016 may submit any of the above IRS Transcripts, as long as the transcript indicates “no record of return filed” or “no transcript on file.” You can order these documents on the IRS website.

If additional information is needed, USF will reach out to students through their USF email accounts.

Continuing USF Student or New Transfer Student

Continuing and new transfer students will  find required verification documents in myUSF Student Self-Service under the "Financial Aid" tab on the "Financial Aid Status" page. If no requirements are listed, you are not required to submit additional documentation.

Students who are federally selected by the FAFSA central processor are required to submit the Verification Worksheet (dependent or independent) and submit 2016 tax information. Acceptable 2015 tax documentation includes:

  • FAFSA IRS Data Retrieval Tool*
  • IRS Tax Return Transcripts
  • IRS Record of Account Transcripts
  • IRS Verification of Nonfiling Letter

Individuals who did not file taxes for 2016 may submit any of the above IRS Transcripts, as long as the transcript indicates “no record of return filed” or “no transcript on file.” You can order these documents on the IRS website.

If you are required to submit financial aid verification documents, please fax them to (415) 422-6084, or submit them in-person to Student Enrollment Services.

AB540/DREAM Act/Undocumented Students

California students who are eligible to complete the California DREAM Act Application may be selected for verification and required to submit additional information by the California Student Aid Commission (CSAC). Any necessary verification documents will be linked in myUSF Student Self-Service on the "Financial Aid" tab, under "Financial Aid Status" for academic year 2018-2019. You can also find them on our Financial Aid Forms page.

New Freshman who graduated from a California High School and completed a Dream Act Application may follow the documentation instructions for New Freshman above, but will not have the option of using the IRS Data Retrieval. 

New Freshman who live out-of-state and have completed the CSS Profile instead of the Dream Act Application may use IDOC, as instructed above. **However, any out-of-state undocumented students are not required to provide proof of non-filing from the IRS.

In order to obtain IRS tax documentation, California Dream Act applicants and their parents may have to apply for an ITIN, if you do not already have one. You can find information about applying for an ITIN on the IRS Website.

These documents can be faxed to (415) 422-6084. If you have any questions, please contact the USF Financial Aid Office.

USF Financial Aid Contact Information

Financial Aid Office
2130 Fulton Street
San Francisco, CA 94117
Email: financialaid@usfca.edu

Phone: (415) 422-3387
Fax: (415) 422-6084