Financial Aid Verification

Financial Aid Verification 

The verification process serves as a double-check of your FAFSA information. If you have been selected, we’ll contact you via your UT email account and MyUTK account. Don’t worry! We’re here to help you every step of the way.

Why You Were Selected

There is no need to be concerned – the US Department of Education randomly selects students who filed a FAFSA to complete financial aid verification each year.

Please note that you must complete verification in order to receive financial aid. Our staff will help you through this process.

Next Steps

Submit your required documentation by July 1. 

  1. Log into your MyUTK account
  2. Click on “TN HOPE, SAP & Requirements” in the “My Financial Information” section to view your required documents
  3. Read and follow instructions on this screen to submit the needed information

If you are sending documentation by mail or in-person:

  • Clearly identify that your information is being sent in reference to your verification
  • Send all documents at the same time
  • Do not send original documents to UT – send us copies
  • Print your name and nine-digit student ID number or Social Security Number on each page of the documents you submit

Examples of requirements:

  • Completed verification worksheet (available in MyUTK)
    • Please fill out each question and do not leave any questions blank
    • Place a zero by questions that do not apply to your family financial information
  • The prior year IRS Tax Return Transcript for you and your parent(s)—available at irs.gov

OR

Completed IRS data retrieval process for you and your parent(s)—available at fafsa.gov

OR

If you are unable to use either of these methods, please provide a signed copy of your prior year income tax return.

After you have turned in your documents and completed verification, you will receive an email in your UT email inbox that you have an updated financial award! We’ll include instructions about how to accept your award(s) and / or loan(s) and next steps.

IRS Information

Request an IRS Tax Return Transcript / IRS Letter of Non-Filing

If you’re unable to use the FAFSA’s IRS Data Retrieval Tool, we must have documentation to clarify tax information. Submit an official IRS TAX RETURN TRANSCRIPT (not an Account Transcript), a signed copy of the tax return, and/or the IRS Letter of Non-Filing. There are four ways to do this:

1. Request an IRS Tax Return Transcript on www.irs.gov

  • In the Tools section of the homepage, click “Get a Tax Transcript”
    • You can choose to get the transcript/letter of non-filing online or have it mailed to you
    • The IRS no longer sends transcripts to third-party vendors/companies — the transcript will be sent to you, so please add your student ID number
  • After you select the delivery method, choose “Return Transcript”

2. Call the IRS at 1-800-908-9946 and follow the prompts to request a Tax Return Transcript

3. File Form 4506T-EZ (Tax Transcripts)

  • This is specifically for the IRS Tax Return Transcript
  • Completely fill out the form and fax or mail to the IRS

4. File Form 4506-T (IRS Letter of Non-Filing)

  • Please check Box 7 to receive the IRS Letter of Non-Filing
  • Completely fill out the form and fax or mail to the IRS

If you filed an Amended Return:

  • Submit a signed copy of the original tax return or the IRS Tax Return Transcript (using one of the methods listed above), AND
  • Submit a signed copy of Form 1040X showing the changes that were made to your tax return

REMEMBER: Include your student ID number on your tax return transcript before you submit it.

Note: If you are applying for aid at other schools, please make a copy of your tax transcript for your records before you submit it to us. We will not keep paper copies of any documents, and the IRS will currently only accommodate one request.

Frequently Asked Questions

Do I have to participate?

Yes! If you have been selected for verification, your participation is mandatory. Your signature on the FAFSA signifies your agreement to provide proof of your application information.

Please note that you will not be eligible for federal, state, and some institutional funds until the verification process is complete.

Where do I send my documentation?

The fastest, safest way to send documents is by directly uploading them online:

  1. Log into your MyUTK account
  2. Locate the “My Financial Information” section
  3. Select “HOPE, SAP, and Requirements” to find directions about uploading each document

You can also submit documents to One Stop Student Services in person, or by mail to:

The University of Tennessee
Office of Financial Aid and Scholarships
Mail Stop 0230
Knoxville, TN 37996-0230

When sending documentation, please remember:

  • Clearly identify that your information is being sent in reference to your verification
  • Send all documents at the same time
  • Do not send original documents to UT — send us copies
  • Print your name and nine-digit student ID number or Social Security Number on each page of the documents you submit

What is the deadline for sending in my documents?

July 1 is the priority deadline to submit your required documents and materials. Failure to submit all requested documentation will prevent awarding of your financial aid.