Financial Aid Forms

2025-26 Financial Aid Forms

• Verification Worksheet
• Identity and Statement of Educational Purpose
• Aggregate Verification Worksheet
• Declaration of Non-Support
• Foreign Earned Income Exclusion
• Direct Parent Plus Loan Instructions
• Unusual Circumstances
• Special Circumstances Form
• Satisfactory Academic Progress Policy
• Satisfactory Academic Progress Appeal Form

2024-25 Financial Aid Forms

• Verification Worksheet
• Identity and Statement of Educational Purpose
• Declaration of Non-Support
• Foreign Earned Income Exclusion
• Direct Parent Plus Loan Instructions
• Unusual Circumstances
• Special Circumstances Form
• Satisfactory Academic Progress Policy
• Satisfactory Academic Progress Appeal Form

IRS Tax Return Transcript Request Process

Federal income tax filers chosen for verification (students and parents) who elect not to use the IRS Data Retrieval Process or do not qualify to use the IRS Data Retrieval Process must submit an IRS Tax Transcript to the financial aid office. To request a transcript from the IRS, select one of the following methods. Your Federal income tax return must be accepted by the IRS and you must pay your IRS tax liability, if applicable, before you can request a transcript.

Get Transcript Online:

1. Go to www.irs.gov/transcripts
2. Click on the “Get Transcript Online” box.
3. Log in or create an account.
4. Enter all requested information. Be sure to use the address currently on file with the IRS.
5. A PDF of the requested document will be presented online for saving or printing.

Get Transcript By Mail:

1. Go to www.irs.gov/transcripts
2. Click on the “Get Transcript by Mail” box.
3. Enter information for all required fields.
4. Be sure to use the address currently on file with the IRS.
5. If successful, tax transcripts will be received by the requester within 10 business days.

IRS form 4506-T or 4506-T-EZ:

1. Go to www.irs.gov
2. Choose “Forms and Instructions”.
3. Choose 4506-T Form.
4. Fill out all required fields.
5. Print form and follow the “General Instructions” section at bottom of the form to submit.

Income Verification Express Service:

• 1-800-908-9946

*The IRS now redacts sensitive information from the Tax Return Transcripts including but not limited to:

• Last 4 digits of any SSN listed.
• First 4 characters of the last name of any individual.
• First 6 characters of the street address, including spaces.

Due to this change it is imperative that the student/parent communicate with the Financial Aid Office at Hannibal-LaGrange University which student the tax return transcript is being provided for.

** If you are unable to obtain the required Federal Tax Return Transcript(s) by using one of the above methods you will need to contact the IRS at 800-829-1040 or visit your local Internal Revenue Service Office to obtain a copy.

Process for Non-Tax Filers Selected for Verification

Students and parents who are not required to file a Federal income tax return must submit copies of their W-2 forms to confirm income earned from work. If no income was earned, please check the appropriate box on the front of this worksheet.

*Documentation of non-filing is required. You can request that documentation at www.irs.gov. You will need to provide us with a Verification of Non-filing letter.