Financial Aid       

West Chester University

25 University Avenue, Suite #030
West Chester, PA 19383
Phone: (610) 436-2627
Fax: (610) 436-2574


Verification - Guide to Frequently Requested Documents

Below is a list of commonly requested forms used for the purpose of completing the Verification process at West Chester University. Some of these forms are for “SAMPLE” purposes only. The Financial Aid Office will request documentation/information to confirm the data on the FAFSA. All forms submitted to our office should be completed in their entirety and contain all required signatures. While you should always keep a copy of your federal income tax return if you do not have a copy please use the Request Federal Income Tax Transcript - IRS Request link provided below.

Please DO NOT submit forms that have not been requested by our office. Doing so will complicate the completion of your record and create unnecessary efforts to process your aid.  


Request Federal Income Tax Transcript - IRS Request

          

The form contains instructions as to how to obtain a copy of one’s federal income tax (1040) form for submission in compliance with the verification process.

Federal Tax Returns 1040, 1040A, 1040EZ. These are copies of the complete tax returns submitted to the IRS, including all schedules. Please make certain all forms are signed and copied before submitting them to the aid office.

A W-2 form is a statement that must be prepared by employers each year for employees, showing the employee's total gross earnings, Social Security earnings, Medicare earnings, and federal and state taxes withheld for the employee. The W-2 form is a multi-part form.  We require the FEDERAL copy of the W-2.

Schedule A - 1040

Schedule A (Form 1040) is used to figure your itemized deductions.  You should itemize only when the total of your itemized deductions is higher than your standard deduction.

1099R

A form with which an individual reports his or her distributions from Pensions, IRAs, retirement plans, annuities, profit-sharing plans, and/or insurance contracts.