The Communications Center will be closed Tuesdays 8:00 am to 10:00 am. The Student Financial Services office will still be open for immediate assistance. We apologize for any inconvenience this may cause.
Student Financial Services has received multiple calls in regards to the phishing email sent to students on July 29, 2019. The email was sent with the subject line of “Financial Aid on Hold – Action Required”. This email was NOT sent from Student Financial Services. Please DO NOT click on the link! Please make sure to forward this phishing email, and any future suspect emails you may receive, to Information Technology Services at email@example.com.
All Financial Aid email communications sent to students can be verified through myWSU by clicking on your “My Comm Center” tile or you can call the Student Financial Services office to verify that the email is correct. If you have outstanding documents to submit to SFS, you will see those on your “To Do” list in myWSU.
Reminder: If you are planning to submit any documents that have personal information, make sure to use our secure SubmitSFSDocs portal on Student Financial Services homepage.
For the 2019-2020 academic year, the FAFSA/WASFA application deadline and the Verification deadline have been extended to July 15th. If you have not completed your 2019-2020 FAFSA/WASFA or if you still need to submit Verification documents to our office, get these submitted no later than 11:59pm on July 15th in order to qualify for federal, state, and institutional priority grants, scholarships or waivers.
We have been informed by some students that when they log into SubmitSFSDocs.wsu.edu to complete a financial aid form, their student information is not auto-populating the “Student Information” section. We have passed the issue along to our technical team for resolution. In the meantime, please follow these troubleshooting tips:
- Try clearing your browser’s internet data
- You might have to do this up to 5 times
- Make sure that you have setup your WSU Okta information
- Try using a different browser
- Microsoft Edge tends to have the most trouble; instead, use Chrome, FireFox, Opera
- Your log in information SHOULD NOT include the “@wsu.edu” after your network ID”. Your login information should look as follows (this is an example only!) —
- Username: butch.t.cougar
- Password: G0Coug$
WSU runs a process called Census on the 10th day of the term. This allows us to take a “snap-shot” of enrollment for a number of reasons. Part-time students will have their aid adjusted accordingly and the aid will disburse to their account to pay off charges.
Disclaimer: Students who were at full-time enrollment pre-census but then are part-time at census will have awards reduced, which will likely create a bill for the student that will need to be paid back to WSU.
Our office is currently reviewing 2018-2019 files and has begun the file review process for the 2019-2020 academic year. Here are some of the potential documentation you may need to submit to our office and information on how to obtain these documents.
As of January 9th, 2019, we can accept signed tax returns in place of tax return transcripts for both the 2018-2019 and 2019-2020 aid year. Remember, we need 2016 tax information for the 2018-2019 aid year and 2017 tax information for the 2019-2020 aid year.
Need to submit Form 23 or 24 (Student Income) or 25 (Parent Income)?
You will need to do one of the following:
- Go to submitsfsdocs.wsu.edu to complete this and all other forms. Either upload your 2016 tax return transcript OR indicate you will use the IRS Data Retrieval Tool (DRT). Do not do both!
- If you indicate you will use the IRS DRT, then go back and use the DRT on the FAFSA (under the financial section).
- You will receive a notification that our office needs additional information from you (Form 98) if you selected the DRT option. You will also be asked to attach a statement informing us you used the DRT when you have completed this step.
- If you did not indicate you would use the DRT, then we will need a copy of your tax return (signed) or your tax return transcript from the IRS. Tax return transcripts can ONLY be obtained by going to the IRS website.
Amended Tax Returns
If you amended your taxes you will need to submit a copy of your signed 1040X form along with a copy of your tax return (signed) or your tax return transcripts from the IRS.
Using the IRS Data Retrieval Tool
The IRS Data Retrieval Tool (DRT) automatically transfers your tax return income information from the IRS website directly into your FAFSA. Both parents and students can use it. It’s quick and easy and can be done within minutes!
Use the IRS DRT Tool!
- It is the easiest way your FAFSA has the most accurate income-related information.
- Both students and parents may use this tool.
- Speeds up your financial aid processing (up to 10 times faster)!
- Allows you the option of not having to order tax return transcripts from the IRS which, depending on the time of year, can take 2-6 weeks to receive by mail.
- Step-by-Step instructions
Who cannot use the IRS DRT?
Students or parents who are married and filed as Married Filing Separately, are married and filed as Head of Household, or filed a Puerto Rican or foreign tax return. In these cases you will need to provide a copy of your IRS Tax Return Transcripts or copies of your foreign tax returns. Please note that foreign tax returns must include the information translated into English and US dollars.
How to order IRS Tax Return Transcripts
As of January 9th, 2019, we can accept signed tax returns in place of tax return transcripts for both the 2018-2019 and 2019-2020 aid year. Remember we need 2016 tax information for the 2018-2019 aid year and 2017 tax information for the 2019-2020 aid year.
A tax return transcript can be obtained immediately online, or by phone and mail. To order one online, you will need the following:
- Your SSN, date of birth, filing status and mailing address from latest tax return
- Access to your email account
- Your credit card number or account number from an auto loan, mortgage, home equity loan, or home equity line of credit
- Access to a mobile phone
To order one by mail, you will need the following:
- SSN or Individual Tax Identification Number (ITIN)
- Date of birth
- Mailing address from your latest tax return
If you order one by mail, please note it takes approximately two weeks to receive a mailed transcript from the IRS and it should be mailed to your home, not WSU.
To Order Tax Return Transcripts:
- Online: irs.gov/Individuals/Get-Transcript
- Phone: 1-800-908-9946
- Mail: irs.gov/Individuals/Get-Transcript
Verification of Non-filing Letter from the IRS
Any Independent Students or Parents who indicate they did not file taxes must provide official documentation from the IRS by obtaining a Non-filling Letter from the IRS. You will be asked to supply this letter from the IRS if you indicate you were a non-tax filer on the Student and/or Parent Income Verification Forms.
To obtain this letter:
- Fill out and complete the
- We have pre-filled out some of the forms for you with the correct information you need to obtain this letter.
- Mail or fax the completed form to the correct IRS office based on your state of residence.
- The IRS will send back the confirmation of your non-filing status within 10 business days.
- Once you receive the non filing letter from the IRS, supply that letter to our office by uploading it to your Student and/or Parent Income form.