CUNY Logo 
2020–2021 Aggregate Verification Worksheet 
V5-Independent Student 

Your 2020–2021 Free Application for Federal Student Aid (FAFSA) was selected for review in a process called 
“Verification”. The Financial Aid Office at your college must compare information from your FAFSA with information 
you provide on this worksheet and with any other required documents. If there are differences, your FAFSA 
information may need to be corrected and your Financial Aid Office could require additional documentation. You will 
not receive federal financial aid until all verification requirements are met and the necessary corrections made. 

What You Should Do 

1. If you (or your spouse, if you are married) are tax filers, obtain a 2018 IRS Tax Return Transcript for 
yourself and/or your spouse. Request an IRS Tax Return Transcript online at www.irs.gov/Individuals/Get-
Transcript 
or by phone at 1-800-908-9946. Make sure you select an IRS Tax Return Transcript and NOT the IRS 
Tax Account Transcript. Be sure to specify tax year 2018 when making your request. In place of the transcript, 
the Financial Aid Office can accept a complete signed copy of a preparer’s 2018 Federal Income Tax Return 
(Form 1040 with all schedules) that was submitted to the IRS. Important Note: If you used the IRS Data 
Retrieval Tool to transfer your 2018 income data into your FAFSA, you may not have to submit the IRS Tax 
Return Transcript. 
2. If you (or your spouse) had income earned from work in 2018, but did not and were not required to file a tax 
return, you both must provide a 2018 Verification of Non-Filing Letter dated on or after October 1, 2019, 
and all W-2 forms for tax year 2018 issued to you by your employers. Request a Verification of Non-Filing 
Letter at www.irs.gov/Individuals/Get-Transcript 
or by phone at 1-800-908-9946. 
3. Complete Sections A-C of this worksheet – you must sign the Section D certification on page 2 of the worksheet. 
Collect the documents required for Section E on page 3 but do NOT complete that page in advance. 
4. Submit the completed worksheet, tax return transcript(s) and any other required documents to the Financial Aid 
Office at your college. You will complete Section E in person at that time. 


A. Student’s Information 

Student’s Last Name First Name M.I. 
(text) 


Student’s Street Address (include apt. no.) 
(text) 


City, State, Zip Code 
(text) 


Student’s Phone Number (include area code) 
(text) 


Student’s Social Security Number 
(text) 


Student’s CUNYfirst ID / Empl ID 
(text) 


Student’s Date of Birth 
(text) 


Student’s Email Address 
(text) 


B. Student’s Household Information 

List the people you will support between July 1, 2020 and June 30, 2021. Include: 

• Yourself and your spouse (if you are married) 
• Your other children if you (or your spouse) provide more than half of their support, even if they don’t live 
with you. 
• Other people if they now live with you, and you now provide more than half of their support and will 
continue to provide more than half of their support through June 30, 2021. 
Write the name of the college below for any household member who will be enrolled, at least half time in a 
degree, diploma, or certificate program at a postsecondary educational institution any time between July 1, 2020 
and June 30, 2021. 


If more space is needed, attach a separate page with student’s name and the last 4 digits of student’s SSN at the top. 

Full Name Age Relationship College Will be Enrolled at 
Least Half Time 
Example: Jane Smith 18 Sister State University Yes 
(text) 
(text) 
Self 
(text) 
(text) 
(text) 
(text) 
(text) 
(text) 
(text) 
(text) 
(text) 
(text) 
(text) 
(text) 
(text) 
(text) 
(text) 
(text) 
(text) 
(text) 
(text) 
(text) 
(text) 
(text) 


2020-21 Aggregate Verification Worksheet V5-Independent Student Page 1 of 3 


Student Name: 
(text) 


Student SSN: XXX-XX-____ ____ ____ ____ 
(text) 
(text) 
(text) 
(text) 


C. Student/Spouse’s Income Information to Be Verified 

NOTE: Notify your Financial Aid Office if your or your spouse had a change in marital status after December 31, 
2018. If you or your spouse filed an amended 2018 IRS tax return, you may be required to submit 
additional documentation to the Financial Aid Office at your college. 

Check the appropriate box (or boxes): 

 I used the IRS Data Retrieval Tool in FAFSA-on-the-Web to transfer 2018 IRS income tax information into the 
FAFSA. [The income tax information from the FAFSA will be used to complete the verification process.] 
(checkbox) Off
 I did not (or could not) transfer my/our 2018 income information to the FAFSA using the IRS Data Retrieval 
Tool. I/we have attached a copy to this worksheet of my/our 2018 IRS Tax Return Transcript or a signed 
preparer’s copy of the 2018 Federal Income Tax Return (Form 1040 with all schedules) that was 
submitted to the IRS. [Note: if you filed a joint tax return, but reported your marital status on the FAFSA as 
separated, divorced or widowed, you must include copies of all IRS Form W-2s with the tax transcript.] 
(checkbox) Off
 I/we have not filed (and are not required to file) a 2018 federal income tax return and I/we had no income 
earned from work in 2018. I/we have each attached a 2018 Verification of Non-Filing Letter to this 
worksheet. 
(checkbox) Off
 I/we have not filed (and are not required to file) a 2018 federal income tax return but I/we had income earned 
from work in 2018 as listed below. I/we have each attached a 2018 Verification of Non-Filing Letter to 
this worksheet. [List every employer and the amounts earned in 2018, even if an IRS Form W-2 was not 
issued. You must attach copies of all 2018 IRS Forms W-2 that were issued to you by your employers.] 
(checkbox) Off


Only complete this grid if you are a non-tax filer that had earned income in 2018. If more space is needed, attach a 
separate page with student’s name and the last 4 digits of student’s SSN at the top. 

Employer’s Name 2018 Amount Earned 2018 IRS Form W2 
Attached? 
Example: ABC Company $1367.75 Yes 
(text) 
(text) 
(text) 
(text) 
(text) 
(text) 
(text) 
(text) 
(text) 
(text) 
(text) 
(text) 


D. Certification and Signatures 

I/we certify that all the information reported on this worksheet is complete and correct. I/we understand that if 
we purposely give false or misleading information, I/we could be fined, jailed, or both. [If student is married, the 
spouse’s signature is optional.] 

Student Signature 

Date 
(text) 


Spouse Signature 

Date 
(text) 


Do not mail this worksheet to the U.S. Department of Education. 

Submit this worksheet to the Financial Aid Office at your college. 
You should make a copy of this worksheet and all submitted documents for your records. 
You must complete Section F on page 3 of this worksheet IN PERSON at the Financial Aid Office 
at your college. 

2020-21 Aggregate Verification Worksheet V5-Independent Student Page 2 of 3 


Student Name: 
(text) 


Student SSN: XXX-XX-____ ____ ____ ____ 
(text) 
(text) 
(text) 
(text) 


E. Identity Verification and Statement of Educational Purpose 

Do not complete this page in advance. You must complete and sign this page IN PERSON at the Financial 
Aid Office at your college. 

You have been selected by the U.S. Department of Education to verify your identity and educational plans. You must 
appear in person at the Financial Aid Office at your college and present a piece of valid government-issued 
identification to a financial aid representative. The representative will review and copy this piece of identification 
which will be maintained in your student file. 

Statement of Educational Purpose 

I certify that I, ___________________________________________________________________________ 
(Print Name) 
(text) 


am the individual signing this Statement of Educational Purpose and that the federal student financial assistance I 
may receive will only be used for educational purposes and to pay the cost of attending 
(text) 
_ for 2020-2021. 
(Name of CUNY Institution Attending) 

Student’s Signature: ____________________________________________ Date: ____________________ 
(text) 


OFFICE USE ONLY-DO NOT WRITE BELOW 

1. Proof of Identity 

The above-named student has presented valid government-issued photo identification such as a state driver’s license, 
non-driver’s license or passport which verifies his or her identity. 

NOTE: An unexpired valid government-issued photo identification is one issued by the U.S. government, any of the 50 
States, the District of Columbia, the Commonwealth of Puerto Rico, a federally recognized American Indian and Alaska 
Native Tribe, or other U.S. territory as outlined in the Federal Register. 

FA Certifying Officer’s Signature 

Date Received 
(text) 


Type of Valid ID Collected 
(text) 


2. Completion of High School or the Equivalent 

The above-named student has submitted a final high school transcript or other acceptable documentation to the 
appropriate CUNY office that shows evidence of graduation from an accredited high school or educational institution, 
state-issued general education equivalency (GED), or evidence of home schooling. 

FA Certifying Officer’s Signature 

Date Received 
(text) 


2020-21 Aggregate Verification Worksheet V5-Independent Student Page 3 of 3