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Returning Students

 

2014 - 2015

For the 2014-2015 academic year, the financial aid application deadline for returning students is April 28, 2014.  Tax documents should be sent directly to the Financial Aid Office by fax at 212-854-2902 or by mail to Financial Aid Office, 3009 Broadway, New York, NY 10027.  Tax documents are not accepted by email.

Notification of financial aid awards for returning students who have submitted all required documents will be mailed the first week of July, 2014. 

Federal Aid Only: Students who are not interested in applying for need-based Barnard College Grant aid, but would like to take advantage of U.S. Department of Education Federal Student Aid, including Federal Direct Stafford loans and the Federal Pell Grant, are not required to complete the CSS/Financial Aid PROFILE or the Noncustodial Profile.
 

2014-2015 Application Forms for Returning Students

Deadline

Submit form to:

Free Application for Federal Student Aid (FAFSA). Barnard's FAFSA Code Number is 002708.  You are encouraged to file your 2013 taxes electronically with the IRS before you complete the FAFSA to utilize the IRS Data Retrieval Tool.  Tax data should be available through the IRS Data Retrieval process three weeks after electronically filing 2013 federal income tax return(s). When completing the FAFSA, you can click on "LINK TO IRS" and the tax information will automatically be transfered from the IRS to the FAFSA. 

April 28, 2014

Complete online application

College Scholarship Service (CSS) Financial Aid Profile Form. Register for a Profile Application online at http://student.collegeboard.org.profile if you wish to apply for institutional financial aid, including a Barnard College Grant.  Indicate Barnard College (CSS Code Number is 2038) as the school to receive the PROFILE information.

April 28, 2014

Complete online application

Parents' 2013 Federal Income Tax Return-signed (all pages and schedules) and W-2 forms

April 28, 2014

Financial Aid Office

Student's 2013 Federal Income Tax Return-signed (all pages and schedules) and W-2 Forms OR 2013 Student Non-Filer Certification Form (if you are not required to file a federal tax return) along with proof of 2013 income (W-2 forms, 1099 forms, or other documentation)

April 28, 2014

Financial Aid Office

Documentation of Income for Parents not filing 2013 Federal Income Tax Returns
April 28, 2014
Financial Aid Office

When applicable, returning students must submit the following:

Business Income Tax Returns (IRS forms 1120, 1120S, 1065 and Schedule K-1)

April 28, 2014

Financial Aid Office

2014-2015 CSS (online) Noncustodial Profile.  (Refer to Barnard's policy.) April 28, 2014 Complete online application

Noncustodial Parent's 2013 Federal Income Tax Return (all pages and schedules) and Noncustodial Parent's 2013 W-2 forms

April 28, 2014
 

Financial Aid Office

2013 Public Assistance Form

April 28, 2014

Financial Aid Office

Documentation of Untaxed Income (such as Workers Compensation, disability, etc.) April 28, 2014

Financial Aid Office

Documentation of Social Security Benefits 2013 (Social Security Administration Form 1099-SSA) for all family members

April 28, 2014
Financial Aid Office

New York State Express TAP application for NYS Residents only (http://www.hesc.com)

Immediately after submitting FAFSA

New York State Higher Education Services Corporation

Parents' 2013 New York State Tax Return for NYS Residents only

April 28, 2014

Financial Aid Office

International StudentsCollege Board International Student Financial Aid Form and 2013 foreign income documentation (translated into U.S. dollars).  Please provide as much information and documentation as possible about the family's income and assets. April 28, 2014 Financial Aid Office

 

2014-2015 FAFSA - IRS Data Retrieval Tool

(This section will be updated as additional information is provided by the U.S. Department of Education.)

The U.S. Department of Education created an enhancement to the FAFSA filing process by allowing applicants and parents to retrieve tax data from the Internal Revenue Service (IRS) using the IRS Data Retrieval Tool (IDRT).  To expedite the application process, you are encouraged to 1) file your 2013 taxes electronically with the IRS and 2) complete your FAFSA approximately three weeks after your taxes are filed electronically to use the IDRT to simplify the federal income tax data verification process. The income tax information will be available through the IDRT approximately three weeks after electronic filing and eight weeks after submitting a paper tax return. 

All 2014-2015 FAFSA on the Web applicants, and the parents of dependent applicants, who indicate that they have filed their federal tax returns prior to completing their FAFSA and who are otherwise eligible, will be directed to use the FAFSA-IRS Data Retrieval process to complete their FAFSA more easily and accurately.  With this tool, parents will be able to transfer their federal tax information straight from their 2013 tax returns to the FAFSA.

Applicants who used estimated income to complete the FAFSA will receive an email from Federal Student Aid.  The email will remind applicants that once they have filed their income tax return that they should use the FAFSA corrections process to update their FAFSA using the FAFSA-IRS Data Retrieval process.  Subsequent messages will be sent every 45 days until mid-September and then every 60 days until the end of the processing cycle.

Federal Verification

The Department of Education randomly selects certain FAFSA records for a process called Federal Verification. When a FAFSA is selected, there are additional financial aid requirements necessary to confirm your financial aid eligibility. A message included in your FAFSA confirmation report (the Student Aid Report or SAR) will inform you of your selection for this process. To satisfy the Federal Verification process, students and parents who filed a federal tax return must either use the IRS Data Retrieval Tool or submit an IRS Tax Transcript to the Financial Aid Office. Instructions to complete these steps are outlined below. Please note: even though you may have submitted signed copies of federal tax returns, you are still required to use the IRS Data Retrieval or tax transcript if you were selected for Federal Verification. This process is required of both the parents and students when they have filed federal tax returns.

IRS Data Retrieval Tool

To be eligible to use the IRS Data Retrieval Tool you must meet these criteria:

  • You must have a valid social security number.
  • You must have filed your 2013 federal tax return with the IRS.
  • You must have a Federal Aid Personal Identification Number (PIN).
  • You must not have changed your marital status since December 31, 2013.

You will be unable to use the IDRT if:

  • Your marital status changed after December 31, 2013.
  • You or your spouse filed Married Filing Separately.
  • You or your spouse filed as Head of Household.
  • You filed an amended 2013 federal tax return.
  • You filed a foreign tax return (including Puerto Rico).
  • You filed a tax return using a Tax ID Number (TIN).
  • The home address on the FAFSA does not match the address on the tax return.

How the IRS Data Retrieval option works

When either a parent or student selects the IRS Data Retrieval option, the FAFSA Central Processing System (CPS) will conduct a data match with the IRS.  As the federal income tax filer, you will be redirected to a secure IRS website, where you will permit the IRS to transfer income data to the CPS.  Data that is successfully matched will be marked on the FAFSA with the following notation: "Transferred from the IRS."  This process avoids reporting errors and processing delays that can otherwise occur when the option is not selected. Refer to the steps to take to use the IRS Data Retrieval Tool (detailed screen shots).

Tax Transcripts

If you are ineligible to use the IDRT and the FAFSA was selected for verification, you will be required to submit to the Financial Aid Office a certified IRS transcript 4506-T.  Instructions for requesting a tax transcript can be found on the IRS website and are outlined below.  There are three ways to request your tax transcript:  telephone, online or by mail.  Please make sure you request a Tax Transcript (do not request a Tax Account Transcript [unless you filed an amended tax return] or Record of Account because they cannot be used for financial aid verification purposes). 

A tax return transcript can be ordered by telephone.  Follow these steps:

  • Call the IRS at 800-908-9946
  • Tax filers must follow prompt to enter their Social Security Number and the numbers in their street address.  These will be the numbers of the street address that are listed on the latest federal tax return filed.  (If an address change has been completed through the U.S. Postal Service, the IRS may have the updated address on file.)
  • Select "Option 2" to request an IRS Tax Return Transcript, and then enter "2013".
  • If successfully validated, tax filers can expect to receive a paper IRS Tax Return Transcript at the address that was used in their telephone request within 5 to 10 days from the time the IRS receives the request.  Forward the paper IRS Tax Return Transcript to the Financial Aid Office by mail or fax to 212-854-2902.
  • IRS Tax Return Transcripts requested by telephone cannot be sent directly to a third party by the IRS. 

A tax return transcript can be ordered online.  Follow these steps:

  • Go to www.irs.gov
  • Click Order A Tax Return located under Tools.
  • Click Order a Transcript under Step 3.
  • Enter your SSN, date of birth, street address and zip code.
  • Click Continue.
  • Select Return Transcript for Tax Year (i.e. 2013)
  • Click Continue.

A tax return transcript can be ordered by mail.  Follow these steps:

  • Complete IRS transcript 4506-T (Request for Transcript of Tax Return)
  • Questions 1a through 4: answer the questions with the exact information indicated on your 2013 federal tax return.
  • Question 5: do not indicate a third party name, address and telephone number.  The transcript should be returned to you and then mailed or faxed to the Financial Aid Office.
  • Question 6: indicate the tax form number and check #6a for the Return Transcript.
  • Question 9: enter the ending date of the year or period as 12/31/2013.
  • Sign and date and include the telephone number of the taxpayer on line 1a or 2a.
  • Mail or fax the completed IRS Form to the appropriate address (or fax number) provided on page 2 of Form 4506-T.
  • Your transcript(s) will be mailed within 5 to 10 days from the IRS.  Forward the paper IRS Tax Return Transcript to the Financial Aid Office by mail or fax to 212-854-2902.

Students/parents filing an amended US federal income tax return are not eligible to use the IRS Data Retrieval option and should submit:

  • An IRS Tax Return Transcript (check #6a on the Form 4506-T Request for Transcript of Tax Return form) OR
  • Original Tax Return (signed and dated) AND
  • Amended Individual Income Tax Return Form 1040X (signed and dated) AND
  • An IRS Tax Account Transcript (check #6b on the Form 4506-T Request for Transcript of Tax Return form).

If you have any questions in completing the FAFSA, please contact the Federal Student Information Center at 1-800-433-3243 or email customer support at FederalStudentAidCustomerService@ed.gov.

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