Financial Aid Verification
The Department of Education randomly selects FAFSA filers each year for the Federal Verification process. This process requires aid administrators to verify certain FAFSA responses match when compared to IRS tax data and household information. Students selected for Federal Verification are required to provide a completed verification worksheet along with a signed copy of IRS Tax Return for the tax year used when completing the FAFSA.
Please note, that the FAFSA requires tax information for the prior-prior year's tax return; 2018 Federal Tax Return information is required for the 2020-21 FAFSA.
Review and upload your required documents on the "Financial Aid Status" page of the Banner Student Self-Service app.
- Individuals that were not required to file a tax return for the tax year used on the FAFSA must submit the IRS Statement of Non-Filing Tax Status for that tax year.
- Dependent students must provide their parents' tax return, or complete the IRS Data Retrieval Tool on the FAFSA.
- Independent, married students that use the "married filing separate" tax filing status must provide their spouse's IRS Tax Return.
- Independent students currently married but who were not married to their spouse for the tax year requested by the FAFSA, must provide a copy of their spouse's IRS Tax Return (or IRS Statement of Non-Filing Tax Status) for that tax year.
Acceptable 2018 tax documentation includes:
- FAFSA IRS Data Retrieval Tool
- Signed IRS Form 1040 with Schedule 1, 2, and 3 (if applicable)
- IRS Tax Return Transcript
- IRS Record of Account Transcript
- IRS Verification of Non-filing Letter
Keep this information:
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 2019-2020. You can also find them on our Financial Aid Forms page.
New First-Year students 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.
**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, LM-203
San Francisco, CA 94117
Phone: (415) 422-3387
Fax: (415) 422-6084