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Announcements

Graduate Student Interns 2017-18: Student Financial Services

Student Financial Services is seeking graduate student interns for the upcoming 2017-2018 academic year! This position will assist with financial aid and scholarship processing projects as assigned and shall include, but not be limited to, Satisfactory Academic Progress, File Review, myWSU checklist and communications, departmental communications and general student account management.

Graduate student interns support positions have the responsibility of providing excellent customer service in a high stress environment; answering emails, phones, and having face to face daily contact with students, parents, staff, and faculty; advising them on obtaining financial aid and scholarship information and payments according to university, state and federal financial aid rules. Position duties and responsibilities will be performed in support of office vision, mission and values as well as institutional mission and goals.

This position requires an average of 20 hours per week. Applicants with the ability to stay for at least two years are preferred and students must be a Washington resident, accepted into a graduate program, and attending graduate school at WSU Pullman in the upcoming Spring semester.

If you are interested, please submit your cover letter and resume online through Couglink — Job ID: 55739

For questions regarding the position, please contact the Hiring Committee at sfs.programadmin@wsu.edu.

IRS Data Retrieval Tool Experiencing Technical Difficulties

The IRS Data Retrieval Tool has been experiencing technical difficulties without a given time frame for when it will be back up and running. This is an issue with the FAFSA and the IRS.

Students and/or parents still needing to submit tax documentation will need to submit a copy of their IRS Tax Return Transcript until the tool has been fixed.

Options for obtaining a Tax Return Transcript are listen below:

  • Go to irs.gov, click on “Get a Tax Transcript”, select either by mail or online, and complete the instructions.
  • Call 1-800-829-1040 and make a request over the phone.
  • Make an appointment with the closest IRS office to the parent and/or student. The individual can also ask the IRS agent at the local office what documentation they will need to bring to be properly verified.

Feel free to contact our office if you have any questions or concerns.

 

2017-18 Special Circumstances Timeline

A Special Circumstances Appeal gives you a way to address your family’s specific situation and outline your financial needs. We can work with you to possibly adjust student aid awards and find ways to alleviate financial challenges. The federal government allows WSU to use professional judgment in certain situations to reevaluate your financial aid award when you (and/or a family member) document your special or extenuating circumstance.

For 2017-18, we are confident that our online Special Circumstances form will be available by the middle of April.

Join our mailing list to be notified of when our form is available.

Once finalized, the appeal form can be found on our Forms page.

Please contact us if you have questions.

Need to Submit Tax Information? Here is the Next Step

Our office has begun the file review process for the 2017-2018 academic year. Here are some of the potential documentation you may need to summit to our office and information on how to obtain these documents.

Need to submit Form 24 (Student Income) or 25 (Parent Income)?

You will need to do one of the following:

  1. Go to submitsfsdocs.wsu.edu to complete this and all other forms. Either upload your 2015 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.
  2. If you did not indicate you would use the DRT, then we will need a copy of your 2015 tax return transcript from the IRS. Tax return transcripts can ONLY be obtained by going to the IRS website.

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!

  1. It is the easiest way your FAFSA has the most accurate income-related information.
  2. Both students and parents may use this tool.
  3. Speeds up your financial aid processing (up to 10 times faster)!
  4. 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.
  5. 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, filed a Form 1040-X amended tax return, or filed a Puerto Rican or foreign tax return. Tax return information in these situations will need to be done manually. Remember, the Form 1040-X is used to correct your original filed tax return.

How to order IRS Tax Return Transcripts

Federal regulations does not allow our office to accept 1040, 1040-A, nor 1040-EZ tax returns for verification/file review purposes. Parents and students will need to submit an IRS Tax Return Transcript when a Tax return Transcript is requested by our office.

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 2 weeks to receive a mailed transcript from the IRS and it should be mailed to your home, not WSU.

To Order Tax Return Transcripts:

Verification of Non-filing Letter from the IRS

Starting on October 1, 2016 anyone who indicates 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:

  1. Fill out and complete the 4506-T form located on the IRS website.
  2. When filling out the form make sure you select box 7 “Verification of Non-filing”
  3. The instructions for where to mail or fax the completed form can be found on page 2.
  4. The IRS will send back the confirmation of your non-filing status within 10 business days.
  5. 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.
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