If your Student Aid Report (SAR) indicates that you have been selected for verification you must submit additional documentation to the Financial Aid Office. The items that are needed to complete verification are viewable in SIMON, our online tracking system, under the documents tab (note: students applying for admission will not have access to SIMON until they have been admitted and confirmed their spot in the incoming class - usually in June). SIMON’s web address is https://cardinal.wesleyan.edu/NetPartnerStudent
SIMON is best viewable on the latest version of Internet Explorer and may not work properly on other web browsers. Use your Wesleyan ID number (Student ID), and your 8-digit date of birth in MMDDYYYY format as your PIN to log in. Please do NOT click on “First Time User”.
The Federal Verification requirements may be different for each student. Most students selected for Verification will need to complete the Verification Worksheet Requirement and complete the IRS INCOME VERIFICATION REQUIREMENT as noted below. Other students may need to follow a different set of instructions below depending on the type of Federal Verification. Please note what is missing in SIMON and follow the detailed instructions below.
VERIFICATION WORKSHEET REQUIREMENT: Please be sure to fill out the Verification Worksheet and submit IRS income verification. The Verification Worksheet can be downloaded here.
IRS Income Verification can be obtained in two different ways: Option 1 - IRS Data Retrieval process through FAFSA (which is the quickest way to get your IRS Income Verification to us) or Option 2 - Tax Transcript through the IRS. Because of this difference in processing time, Wesleyan strongly recommends utilizing the IRS Data Retrieval (Option 1).
Option 1- IRS Data Retrieval into FAFSA
In the event that you have filed your federal tax return electronically at least two to three weeks prior to today or submitted your paper return 8-11 weeks prior to today, you may be eligible to use the IRS Data Retrieval tool. This process will pull your prior year tax information directly into your FAFSA, which would fulfill the IRS Income Verification. This does not replace the Federal 1040, 1040A, 1040EZ tax return requirement(s) for Wesleyan. If you or your parents were not required to file a tax return, please report this under Step 3 and/or 4 on the Verification Worksheet.
Please visit http://www.fafsa.ed.gov/ and make a correction to your FAFSA to upload your tax information using the IRS Data Retrieval Tool.
- Please note recently widowed, separated, married filed separately, divorced parents that were
required to file a joint return are NOT eligible to do the IRS Data Retrieval. In this case you will need to follow Option 2.
- For families with unusual circumstances, such as amended tax return filers (1040X), filing extensions (Form 4868) and victims of identity theft, please see the section on unusual circumstances below.
Option 2-Tax Transcripts
Families can opt to request a Tax Transcript from the IRS by submitting a request online, calling the IRS, or submitting a request through the mail. Use the Social Security Number and date of birth of the first person listed on the 2014 IRS income tax return, and the address on file with the IRS (normally this will be the address used on the 2014 income tax return).
To request a transcript online, visit http://www.irs.gov/. Under Tools choose “Order a Tax Return Transcript” and then choose “Order a Transcript” under step 3. Continue to follow the process to order a Return Transcript for 2014.
To request a transcript through the automated telephone system, call 800-908-9946. When ordering the tax transcript be sure to choose option #2 for a Return Transcript.
To request a transcript through the mail, visit http://www.irs.gov/ and click on “Form 4506-T.” Submit this form to the IRS to retrieve the Tax Transcript. If you choose this option you may request that the IRS send a copy of your Tax Transcript directly to a third-party. You may list our school as a third party; our mailing address is Wesleyan Financial Aid Office, 237 High Street, Middletown, CT 06459.
IRS Income Tax Return Information for Individuals with Unusual Circumstances
Amended Tax Return Filers (1040X). If an individual filed an amended IRS income tax return for tax year 2014, provide both of the following: A signed copy of the original 2014 IRS income tax return that was filed with the IRS or a 2014 IRS Tax Return Transcript for the 2014 tax year; and a signed copy of the 2014 IRS Form 1040X, “Amended U.S. Individual Income Tax Return,” that was filed with the IRS.
Filing Extension Filed (4868): If an individual is required to file a 2014 IRS income tax return and has been granted a filing extension by the IRS, provide the following documents: A copy of the IRS Form 4868, ‘‘Application for Automatic Extension of Time to File U.S. Individual Income Tax Return,’’ that was filed with the IRS for tax year 2014; and a copy of IRS Form W–2 for each source of employment income received for tax year 2014 and, if self-employed, a signed statement certifying the amount of the individual’s AGI and the U.S. income tax paid for tax year 2014.
Victims of IRS Identity Theft: A victim of IRS identity theft who has been unable to obtain a 2014 IRS Tax Return Transcript or unable to use the IRS Data Retrieval Tool must provide a signed copy of the 2014 paper IRS income tax return that was filed with the IRS and a signed copy of IRS Form 14039 “Identity Theft Affidavit” if one was submitted to the IRS. If the individual did not keep a copy of Form 14039 or the IRS did not require him or her to submit one, he or she may provide one of the following: 1) a statement signed and dated by the individual indicating that he or she was a victim of IRS identity theft and that the IRS is investigating the matter. The statement must also indicate that the individual submitted a Form 14039 to the IRS, but did not keep a copy of it or that he or she was not required to file the form; or 2) a copy of a police report if it was filed related to the IRS identify theft.
Filed Non-IRS Income Tax Returns If an individual filed or will file a 2014 income tax return with Puerto Rico, another U.S. territory (e.g., Guam, American Samoa, the U.S. Virgin Islands, the Northern Marianas Islands), or with a foreign country, provide a signed copy of that 2014 income tax return(s).
OTHER VERIFICATION REQUIREMENTS (if applicable)
VERIFICATION STATEMENT OF EDUCATIONAL PURPOSE REQUIREMENT: Please be sure to fill out the Verification Statement of Educational Purpose. The statement must be completed and signed in the presence of either a Wesleyan Financial Aid Administrator or a Notary Public. You must also show an original, valid, government-issued photo identification (driver’s license, non-driver’s license, or passport) in the presence of either a Wesleyan Financial Aid Administrator or a Notary Public so they can make a copy of it. This form can be downloaded here.
VERIFICATION FOOD STAMP BENEFITS DOCUMENTATION REQUIREMENT: You have indicated on your FAFSA that you received Food Stamps Benefits sometime in 2013 or 2014. Please be sure to confirm on your verification form that you either qualified/did not qualify for the benefit during the calendar year 2014 or 2015. This form can be downloaded here.
VERIFICATION OF CHILD SUPPORT PAID REQUIREMENT: You have indicated on your FAFSA that you paid child support because of a divorce or separation during the calendar year 2014. Please provide our office with the "Verification Child Support Paid", which can be downloaded here.
VERIFICATION OF HOUSEHOLD RESOURCES REQUIREMENT: Based on the information reported on your FAFSA, the resources you have indicated do not appear to provide sufficient financial support for your family. You must complete the following:
- Verification Worksheet
- Parent and Student IRS Income Verification
- Verification of Household Resources Worksheet
VERIFICATION OF HIGH SCHOOL COMPLETION REQUIREMENT: Provide one of the following documents to indicate the student's high school completion status as of the time the student will begin college in 2015-2016, if you have not already submitted this documentation to the Admissions Office
If the student is unable to obtain the documentation listed above, he or she must contact the financial aid office.
- A copy of the student's high school diploma OR
- A copy of the student's final official high school transcript that shows the date when the diploma was awarded OR
- A copy of the student's General Educational Development (GED) certificate or GED transcript OR
- An academic transcript that indicates the student successfully completed at least a two-year program that is acceptable for full credit toward a bachelor's degree OR
- For homeschooled students, a transcript or the equivalent, signed by the parent or guardian, that lists the secondary school courses completed by the applicant and documents the successful completion of a secondary school education OR
- A secondary school completion credential for homeschooled (other than a high school diploma or its recognized equivalent) provided for under State law.
If you are unable to obtain any of the required documentation listed above, please contact the financial aid office for assistance.