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Office of Financial Aid
University of Mississippi

Verification

Verification is an important process created by the U.S. Department of Education (DOE) that helps confirm the accuracy of information submitted on the FAFSA, and requiring the school to correct any errors. Through collecting and reviewing additional documentation, verification ensures fair and accurate distribution of federal funds during the financial aid awarding process. Additionally, the University of Mississippi Office of Financial Aid may institutionally select FAFSAs for verification where further clarification is needed.

After completing the FAFSA, students will be notified by the DOE if they are selected for verification. An asterisk (*) that appears next to the Student Aid Index (SAI) number on the FAFSA Submission Summary (FSS) indicates that the student has been selected for verification. Additionally, a paragraph called “Application Status” within the FSS will explain that the student has been selected. Students selected for verification also receive regular email notifications from the Financial Aid as well as a message displayed to the student via their “Award Notifications” screen on the myOleMiss portal.

Financial Aid will compare information from your FAFSA with other required documentation and make any necessary changes to your FAFSA on your behalf. Student/Parents SHOULD NOT make any changes to the FAFSA during or after verification as it will further delay verification processing unless Financial Aid requests that you make changes directly.

No federal or need-based awards can be processed until verification is completed. Plan on submitting your verification paperwork NO LATER THAN JUNE 1st each year, in order to have your financial aid ready for the start of the fall term! Some funds have limited allocations, so we urge you to start the process now.

ARE YOU READY to complete the verification process? Start by visiting our Student Forms information page: finaid.olemiss.edu/studentforms/. Students will need to follow the instructions to create an account. Once your account is created, any required tasks you need to complete will become available! For any additional questions regarding verification, please visit our “Frequently Asked Questions” link below.

Frequently Asked Questions

In addition to our Verification FAQs, we have included some helpful information below to assist you involving different tax filing scenarios and how to proceed with the income and tax portion of the verification process.

*NOTE REGARDING TAX DOCUMENTS: Remember that in any given academic year, we request the tax return information from two previous tax-filing years ago (prior-prior year). For instance, for the 2024-2025 academic year, we would request tax information that was filed for 2022 which is the tax information that should be reflected on the FAFSA and 2023 tax information for the 2025-2026 FAFSA.

  • Important Information regarding Tax Filing Status:
    1. ARE YOU A TAX-FILER WHO REQUESTED AN EXTENSION BEYOND THE AUTOMATIC SIX-MONTH EXTENSION: The Office of Financial Aid will require re-verification of FAFSA information using acceptable tax/income documentation (successful use of the Direct Data Exchange (DDX) from the IRS, or submission of the tax return transcripts) once the student/parent (Dependent) or student/spouse (Independent) tax return is filed with and fully processed by the IRS.

      *NOTE: For tax-filers who requested an extension beyond the automatic six-month extension and were called up for active duty or for qualifying National Guard duty during a war or other military operation or national emergency, in lieu of IRS Form 4868, tax-filers must submit a written, signed statement certifying the tax-filer has not filed a income tax return or a request for a tax-filing extension because of that military service.

    2. ARE YOU A TAX-FILER WHO IS THE VICTIMS OF IDENTITY THEFT:
      Student or Parent (Dependent) or student/spouse (Independent) tax-filers who were victims of identity theft and are unable to use the IRS Direct Data Exchange(DDX) or obtain a IRS Tax Return Transcript must submit ALL the following documentation to complete verification:
      1. a Tax Return Data Base View (TRDBV) transcript obtained from the IRS; and
      2. a statement signed and dated by the tax-filer(s) indicating that they were victims of an IRS tax-related identity theft and that the IRS has been made aware of the tax-related identity theft.
    3. ARE YOU A TAX-FILER WHO FILED A JOINT TAX RETURN AND IS NOW SEPARATED, DIVORCED, WIDOWED, OR RE-MARRIED: If the parent(s) or you/spouse (Independent) filed a joint tax return, but at the time of the FAFSA submission the reporting parent(s) was/were considered separated, divorced, widowed, or re-married to someone other than the individual included on the joint tax return, your parent(s) may not be able to successfully use the Direct Data Exchange(DDX). Therefore, to complete verification, you must submit ALL the following documentation:
      1. a Tax Return Transcript or Record of Account Transcript obtained from the IRS listing the income and tax information required to be verified, and if re-married, the step-parent’s transcript; and
      2. W-2 forms/applicable tax schedules (C, F, Schedule 1, K-1 form 1065) for each source of employment income for the parent reported on the FASFA, and if now re-married, W-2 forms/applicable tax schedules (C, F, Schedule 1, K-1 form 1065) for your step-parent, as well.
    4. ARE YOU TAX-FILERS WHO FILED AMENDED TAX RETURN(S): For an individual who filed an amended income tax return with the IRS, a signed copy of the IRS Form 1040X that was filed with the IRS for tax year 2022 or documentation from the IRS that include the change(s) made to the tax filer’s 2022 tax information, in addition to one of the following:
      1. Updated income and tax information from the IRS on an ISIR record with all tax information from the original tax return; AND
      2. A transcript obtained from the IRS that lists 2022 tax account information of the tax filer(s); OR
      3. A signed copy of the 2022 IRS Form 1040 and the applicable schedules that were filed with the IRS.

      *NOTE: We may also ask for additional information such as updated W2s and/or tax schedules once we review the Amended Return. The best way to ensure you are submitting what we need is to provide us with the documents/items that have been used in the Amended Return Filing.

    5. ARE YOU A TAX-FILER(S) WHO HAVE BEEN GRANTED A TAX-FILING EXTENSION: Because “prior-prior” year tax/income data is required on the FAFSA, most applicants are able to complete the FAFSA using information on an already completed tax return. In most cases, once an applicant files the FAFSA, and is notified regarding verification selection and what documentation is required to complete verification, the automatic six-month extension of time to file the 2022 or 2023 tax return will have passed. Therefore, student/parent (Dependent) or student/spouse (Independent) tax-filers who have been granted the automatic six-month extension for 2022 used for 2024-2025 (i.e., until October 15, 2023) or 2023 used for 2025-2026 (i.e., until October 15, 2024) must complete verification either by using the IRS Direct Data Exchange (DDX) or submitting the 2022 or 2023 IRS Tax Return Transcript(s) to the Office of Financial Aid. Only student/parent or student/spouse tax-filers granted a tax-filing extension beyond the automatic six-month extension by the IRS may complete verification by submitting ALL the following documentation:
      1. a copy of IRS form 4868*, “Application for Automatic Extension of Time to File U.S. Individual Tax Return” filed with IRS for tax year 2022 or 2023 depending on which FAFSA it is applicable;
      2. a copy of the IRS’s approval of an extension beyond the automatic six-month extension if the tax-filer requested an additional extension of filing time for tax year 2022 or 2023 depending on which FAFSA it is applicable;
      3. Verification of Non-Filing will transfer over from the the Direct Data Exchange for tax year 2022 and beyond;
      4. W-2 forms/applicable tax schedules (C, F, Schedule 1, or K-1 form 1065) for each source of employment income; and
      5. If self-employed, a signed statement certifying the amount of the adjusted gross income and income tax paid for tax year 2022 or 2023 depending on which FAFSA academic year you are submitting.