Financial Aid

Verification Selection Process

Verification is a process to confirm the information you provided on FAFSA (Free Application for Federal Student Aid). The U.S. Department of Education selects some students for the verification process. Also, the Financial Aid Office may select students if we feel there is a need to verify data or if there is conflicting information.

If you are selected for the verification process, you will be asked to complete specific verification forms. Please carefully review the Missing Information Letter/Email you receive from the Financial Aid Office and/or review your iSiS Self Service “To Do” list. Please send in ONLY documents that the Financial Aid Office has requested. Requested forms can be downloaded from our Financial Aid forms page.

If you are selected for Verification and your IRS income tax data is requested, you have two ways of obtaining that data

I. IRS DATA RETRIEVAL OPTION:

This is the fasted and easiest option to obtain your IRS income tax data. According to the IRS, electronically filed tax return information will be available for retrieval 2 weeks after the electronic return has been filed. Data from paper tax returns will be available for retrieval in 6-8 weeks after they receive the paper tax return. Instructions for IRS Data Retrieval on your FAFSA.

II. IRS TAX RETURN TRANSCRIPT OPTION:

If you were not able to use the IRS Data Retrieval Tool or you changed the data that was transferred, we will need an IRS tax return transcript. Per federal regulations we can no longer accept a personal copy of your tax return unless you filed a Puerto Rican or foreign tax return. It is important that you request a Tax RETURN Transcript and not a Tax Account Transcript. This link provides step by step instructions for requesting your Tax Return Transcript from the IRS.

UMass Lowell strongly encourages you to make copies of the IRS transcript before submitting it to us.

Always ensure documents you submit to the Financial Aid Office include your name, social security number, Student UMS ID, and all required signatures.