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Step-by-Step Instructions

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How to Obtain Your IRS Tax Transcript to Complete Verification

First Choice: IRS Data Retrieval

When either a parent or student selects the IRS data retrieval option, the online FAFSA will conduct a data match with the IRS and redirect you to a secure IRS website. You will then permit the IRS to transfer your tax return data to the online FAFSA. A successful transfer will be noted on the FAFSA, as "Transferred from the IRS".

Steps for using the IRS data retrieval tool:

  1. Log on to www.fafsa.gov.
  2. Under the "Financial Information" section, you will be asked a series of questions to determine whether or not you (or your parents) are eligible to use the FAFSA/IRS data retrieval tool.
  3. If eligible to use the FAFSA/IRS data retrieval tool, submit your FSA ID and 'Link to IRS'.
  4. You will be directed to the IRS secure site to 'Transfer Tax Information into the FAFSA'. Note: When you login to retrieve your IRS data, your name and address information must exactly match the information on your tax return.
  5. A successful match will show on your FAFSA as ‘Transferred from the IRS’. Note: Once IRS data is transferred, do not change any tax related information on the FAFSA.
  6. Repeat the IRS data retrieval process so that both parent and student IRS data is transferred.
  7. Once you have transferred your IRS data; you are directed back to the FAFSA. Complete the remainder of your FAFSA if necessary, sign the FAFSA using both the student and parent FSA ID, and remember to click the submit button.

You cannot use the FAFSA/IRS data retrieval tool if:

  • Your marital status changes after December 31 of the same tax year
  • Your tax return filing status is:
    • Married, filing separately
    • Head of household
  • You filed an amended return
  • You filed a Puerto Rican or foreign tax return
  • You were not required to file a tax return

Second Choice: IRS Tax Transcript

If you are not eligible to use the IRS tool, you may be required to submit a Federal Tax Transcript as part of the FAFSA Verification process.

  1. Online
    • Go to www.irs.gov and click on ‘Get a Tax Transcript’ under Tools.
    • Click on “Get Transcript by Mail’ (You will need your Social Security Number, Date of Birth, and address from your latest tax return).
  2. Call (800) 908-9946 and follow the voice prompts.
  3. Mail IRS Form 4506-T (or Form 4506-T-EZ), Request for Transcript of Tax Return. IRS forms are available online at www.irs.gov or by calling (800) 829-3676.

These transcripts are mailed to your tax return address, free of charge.

How to Accept Loans and/or Work Study Awards

  1. Go to www.esu.edu
  2. Click on "MyESU"
  3. Enter your username and password
  4. Click "Sign In"
  5. Click the "Students" tab
  6. Click on "Financial Aid Awards" in the Financial Aid Awards box
  7. Click on the drop-down box beside Select Aid Year
  8. Select "2016-2017 Aid Year" and click "Submit"
  9. Click the “General Information” tab and read the instructions
  10. Click the "Award Overview" tab to review your financial aid awards
  11. Click the "Terms and Conditions" tab
  12. Read the award terms and conditions and click “Accept”
  13. Click the "Accept Award Offer" tab
  14. Click on the drop-down box beside Select Decision for each loan and/or work study award
  15. Click "Accept" for each loan and/or work study award
  16. Click "Submit Decision"

How to Complete Entrance Loan Counseling

Entrance Counseling is a federal requirement for all Federal Direct Student Loan recipients. The funds for your loan will not be disbursed until you have completed the counseling. Entrance Counseling provides you with information about:

  • Your rights and responsibilities as a borrower.
  • Interest rates, expenses, repayment plans, and other important details about borrowing.
  • Who to contact with questions.

To Complete Your Online Entrance Counseling:

  1. Go to www.StudentLoans.gov.
  2. Select ‘Log In’ (Note: You will need your FSA ID to access the counseling session. If you have forgotten your FSA ID username and/or password, you can retrieve it after clicking ‘Log In’).
  3. Click ‘Complete Counseling’ and then ‘Start Entrance Counseling’. Follow the directions.
  4. Begin the Quiz. (Please read very carefully. You will not be able to go to the next step until the current page has been completed).
  5. At the end of the quiz, read your rights and responsibilities and click ‘Submit’.
  6. Click ‘Print this Page’ to print your confirmation page then click ‘EXIT’. Your confirmation will be electronically submitted to our office by the federal government.

How to Complete Your Promissory Note

The Master Promissory Note (MPN) is a legal document in which you promise to repay your loan(s) and any accrued interest and fees to the U.S. Dept. of Education. It also explains the terms and conditions of your loan(s); for instance, it will include information on how interest is calculated and what deferment and cancellation provisions are available to you.

How to Sign your Master Promissory Note:

  1. Go to www.StudentLoans.gov
  2. Select ‘Log In’ (Note: You will need your FSA ID to sign the MPN. If you have forgotten your FSA ID username and/or password, you can retrieve it after clicking ‘Log In’)
  3. Sign in using requested information.
  4. Select ‘Complete Master Promissory Note’ and follow the instructions.
  5. You will be required to provide current contact information for yourself and two references who do not live in your residence (Complete Address, City, State, Zip, Phone Number and Email).
  6. Please read the complete MPN before you submit. It is a binding contract in which you agree to all terms and conditions for repayment and use of funds.

When you graduate or withdraw and become less than a half-time student (half time = 6 credit hours) you will be required to complete Exit Counseling, which is located on www.StudentLoans.gov.