[Oasfaa] the 1040 question
Gary Garoffolo
ggaroffo at cameron.edu
Fri Jan 11 13:45:40 CST 2019
We are changing our tracking script to accommodate 1040s.
Have a nice week-end
Gary J. Garoffolo
Director
Student Financial Assistance
Cameron University
2800 W. Gore Blvd| Lawton, OK 73505
Phone 580-581-2293 | Fax 580-581-2556
ggaroffo at cameron.edu
-----Original Message-----
From: OASFAA [mailto:oasfaa-bounces at lists.onenet.net] On Behalf Of oasfaa-request at lists.onenet.net
Sent: Friday, January 11, 2019 12:00 PM
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Subject: OASFAA Digest, Vol 176, Issue 2
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Today's Topics:
1. FSA Verification Guidance & Required Documentation Question
(Karen Jeffers)
2. Re: FSA Verification Guidance & Required Documentation
Question (Good, Linda)
3. Re: FSA Verification Guidance & Required Documentation
Question (Traci Franks)
4. Re: FSA Verification Guidance & Required Documentation
Question (Isaacs, Becky A.)
----------------------------------------------------------------------
Message: 1
Date: Thu, 10 Jan 2019 18:44:12 +0000
From: Karen Jeffers <karen.jeffers at tulsacc.edu>
To: "oasfaa at lists.onenet.net" <oasfaa at lists.onenet.net>
Subject: [Oasfaa] FSA Verification Guidance & Required Documentation
Question
Message-ID:
<DM5PR04MB076302E08004C5C7462F467FE9840 at DM5PR04MB0763.namprd04.prod.outlook.com>
Content-Type: text/plain; charset="utf-8"
Greetings Colleagues!
Since FSA released guidance about changes to 2018-19 and 2019-20 verification requirements<https://ifap.ed.gov/eannouncements/010919Chngsto1819and1920VerificationReq.html>, I am curious what other institutions are doing. Do you plan to revert back to accepting signed 1040s or are you sticking to the IRS tax return transcript? I realize that this guidance comes at a time when students are experiencing issues with the IRS' online "Get Transcript" due to scheduled maintenance, so I'm not asking about short term solutions to the current problem. I am, however, looking for your long term plans with your overall verification policy and any adjustments your institution is making to the required documentation that you will accept (specifically, IRS tax return transcripts and non-filing letters).
Thank you,
Karen
Karen Jeffers
Director of Financial Aid & Scholarships Tulsa Community College
3727 E Apache St
Tulsa, OK 74115
Northeast Campus SU 205D
918-595-7362
karen.jeffers at tulsacc.edu<mailto:karen.jeffers at tulsacc.edu>
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Message: 2
Date: Thu, 10 Jan 2019 21:13:21 +0000
From: "Good, Linda" <linda.good at okstate.edu>
To: Karen Jeffers <karen.jeffers at tulsacc.edu>,
"oasfaa at lists.onenet.net" <oasfaa at lists.onenet.net>
Subject: Re: [Oasfaa] FSA Verification Guidance & Required
Documentation Question
Message-ID:
<BN6PR03MB339441D27A9A2CE7C7DD4DCA90840 at BN6PR03MB3394.namprd03.prod.outlook.com>
Content-Type: text/plain; charset="utf-8"
We happily started taking 1040s, etc. yesterday right after we got the word from NASFAA. So now our students and parents have three options-use the IRS DRT, get us a tax return transcript, or give us a signed copy of their 1040/1040A/1040EZ.
My impression from the announcement at FSA that going back to accepting 1040s was long-term. I don't believe the information was put out there as a Plan B just in case the government shutdown. I'd be curious to hear from others who heard the announcement at FSA. What was your impression?
Happy start of spring semester, everyone!
Linda
Linda Koehn Good, M.S.
Associate Director, Client Services
Office of Scholarships & Financial Aid
Oklahoma State University
119 Student Union | Stillwater, OK 74078
405-744-7568
financialaid.okstate.edu<https://financialaid.okstate.edu/>
[cid:image001.png at 01CD3500.5B9D73D0]<financialaid.okstate.edu>
From: OASFAA [mailto:oasfaa-bounces at lists.onenet.net] On Behalf Of Karen Jeffers
Sent: Thursday, January 10, 2019 12:44 PM
To: oasfaa at lists.onenet.net
Subject: [Oasfaa] FSA Verification Guidance & Required Documentation Question
**External Email - Please verify sender email address before responding.** Greetings Colleagues!
Since FSA released guidance about changes to 2018-19 and 2019-20 verification requirements<https://ifap.ed.gov/eannouncements/010919Chngsto1819and1920VerificationReq.html>, I am curious what other institutions are doing. Do you plan to revert back to accepting signed 1040s or are you sticking to the IRS tax return transcript? I realize that this guidance comes at a time when students are experiencing issues with the IRS' online "Get Transcript" due to scheduled maintenance, so I'm not asking about short term solutions to the current problem. I am, however, looking for your long term plans with your overall verification policy and any adjustments your institution is making to the required documentation that you will accept (specifically, IRS tax return transcripts and non-filing letters).
Thank you,
Karen
Karen Jeffers
Director of Financial Aid & Scholarships Tulsa Community College
3727 E Apache St
Tulsa, OK 74115
Northeast Campus SU 205D
918-595-7362
karen.jeffers at tulsacc.edu<mailto:karen.jeffers at tulsacc.edu>
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Message: 3
Date: Thu, 10 Jan 2019 16:34:42 -0600
From: Traci Franks <tfranks at mscok.edu>
To: "Good, Linda" <linda.good at okstate.edu>
Cc: Karen Jeffers <karen.jeffers at tulsacc.edu>,
"oasfaa at lists.onenet.net" <oasfaa at lists.onenet.net>
Subject: Re: [Oasfaa] FSA Verification Guidance & Required
Documentation Question
Message-ID:
<CAGrinwVfhud=KYzGKiY3TTyZ7kR2gAB8Snei=503FamCPTr32Q at mail.gmail.com>
Content-Type: text/plain; charset="utf-8"
Yes, Linda, that's what we understood from FSA as well. We immediately started taking 1040's yesterday after the email from NASFAA.
Thanks,
*Traci L. Franks*
*Financial Aid Director*
*Murray State College*
*One Murray Campus Dr.*
*Tishomingo, OK 73460*
*phone: 580-387-7220*
*fax: 580-387-7229*
*tfranks at mscok.edu <tfranks at mscok.edu>*
"
*Mission Statement: Murray State College Provides Opportunities for Student Learning, Personal Growth, Professional Success, and Community
Enhancement"*
On Thu, Jan 10, 2019 at 3:13 PM Good, Linda <linda.good at okstate.edu> wrote:
> We happily started taking 1040s, etc. yesterday right after we got the
> word from NASFAA. So now our students and parents have three
> options—use the IRS DRT, get us a tax return transcript, or give us a
> signed copy of their 1040/1040A/1040EZ.
>
>
>
> My impression from the announcement at FSA that going back to
> accepting 1040s was long-term. I don’t believe the information was
> put out there as a Plan B just in case the government shutdown. I’d
> be curious to hear from others who heard the announcement at FSA. What was your impression?
>
>
>
> Happy start of spring semester, everyone!
>
> Linda
>
>
>
> Linda Koehn Good, M.S.
>
> Associate Director, Client Services
>
> Office of Scholarships & Financial Aid
>
> *Oklahoma State University*
>
> 119 Student Union | Stillwater, OK 74078
>
> 405-744-7568
>
> financialaid.okstate.edu
>
>
>
> [image: cid:image001.png at 01CD3500.5B9D73D0]
> <http://financialaid.okstate.edu>
>
>
>
> *From:* OASFAA [mailto:oasfaa-bounces at lists.onenet.net] *On Behalf Of
> *Karen Jeffers
> *Sent:* Thursday, January 10, 2019 12:44 PM
> *To:* oasfaa at lists.onenet.net
> *Subject:* [Oasfaa] FSA Verification Guidance & Required Documentation
> Question
>
>
>
> **External Email - Please verify sender email address before
> responding.**
>
> Greetings Colleagues!
>
>
>
> Since FSA released guidance about changes to 2018-19 and 2019-20
> verification requirements
> <https://ifap.ed.gov/eannouncements/010919Chngsto1819and1920Verificati
> onReq.html>, I am curious what other institutions are doing. Do you
> plan to revert back to accepting signed 1040s or are you sticking to
> the IRS tax return
> transcript? I realize that this guidance comes at a time when students
> are experiencing issues with the IRS’ online “Get Transcript” due to
> scheduled maintenance, so I’m not asking about short term solutions to
> the current problem. I am, however, looking for your long term plans
> with your overall verification policy and any adjustments your
> institution is making to the required documentation that you will
> accept (specifically, IRS tax return transcripts and non-filing letters).
>
>
>
> Thank you,
>
> Karen
>
>
>
> *Karen Jeffers*
>
> Director of Financial Aid & Scholarships
>
> Tulsa Community College
>
> 3727 E Apache St
>
> Tulsa, OK 74115
>
>
>
> Northeast Campus SU 205D
>
> 918-595-7362
>
> karen.jeffers at tulsacc.edu
>
>
>
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Message: 4
Date: Fri, 11 Jan 2019 16:36:09 +0000
From: "Isaacs, Becky A." <bisaacs at ecok.edu>
To: 'Traci Franks' <tfranks at mscok.edu>, "Good, Linda"
<linda.good at okstate.edu>
Cc: "oasfaa at lists.onenet.net" <oasfaa at lists.onenet.net>
Subject: Re: [Oasfaa] FSA Verification Guidance & Required
Documentation Question
Message-ID:
<BN6PR1001MB2276F9A1529D14B183ABC087CA850 at BN6PR1001MB2276.namprd10.prod.outlook.com>
Content-Type: text/plain; charset="utf-8"
Linda,
That is what I understood as well. Long term.
Thank you,
Becky Isaacs
Becky Isaacs, M.S.A.
Director of Financial Aid
East Central University
Financial Aid Office
1100 E. 14th Street
Ada, OK 74820
580-559-5242
FAX – 580-559-5638
We educate and empower students to understand and transform our world.
From: OASFAA [mailto:oasfaa-bounces at lists.onenet.net] On Behalf Of Traci Franks
Sent: Thursday, January 10, 2019 4:35 PM
To: Good, Linda
Cc: oasfaa at lists.onenet.net
Subject: Re: [Oasfaa] FSA Verification Guidance & Required Documentation Question
Yes, Linda, that's what we understood from FSA as well. We immediately started taking 1040's yesterday after the email from NASFAA.
Thanks,
Traci L. Franks
Financial Aid Director
Murray State College
One Murray Campus Dr.
Tishomingo, OK 73460
phone: 580-387-7220
fax: 580-387-7229
tfranks at mscok.edu<mailto:tfranks at mscok.edu>
"Mission Statement: Murray State College Provides Opportunities for Student Learning, Personal Growth, Professional Success, and Community Enhancement"
On Thu, Jan 10, 2019 at 3:13 PM Good, Linda <linda.good at okstate.edu<mailto:linda.good at okstate.edu>> wrote:
We happily started taking 1040s, etc. yesterday right after we got the word from NASFAA. So now our students and parents have three options—use the IRS DRT, get us a tax return transcript, or give us a signed copy of their 1040/1040A/1040EZ.
My impression from the announcement at FSA that going back to accepting 1040s was long-term. I don’t believe the information was put out there as a Plan B just in case the government shutdown. I’d be curious to hear from others who heard the announcement at FSA. What was your impression?
Happy start of spring semester, everyone!
Linda
Linda Koehn Good, M.S.
Associate Director, Client Services
Office of Scholarships & Financial Aid
Oklahoma State University
119 Student Union | Stillwater, OK 74078
405-744-7568
financialaid.okstate.edu<https://financialaid.okstate.edu/>
[cid:image001.png at 01CD3500.5B9D73D0]<http://financialaid.okstate.edu>
From: OASFAA [mailto:oasfaa-bounces at lists.onenet.net<mailto:oasfaa-bounces at lists.onenet.net>] On Behalf Of Karen Jeffers
Sent: Thursday, January 10, 2019 12:44 PM
To: oasfaa at lists.onenet.net<mailto:oasfaa at lists.onenet.net>
Subject: [Oasfaa] FSA Verification Guidance & Required Documentation Question
**External Email - Please verify sender email address before responding.** Greetings Colleagues!
Since FSA released guidance about changes to 2018-19 and 2019-20 verification requirements<https://ifap.ed.gov/eannouncements/010919Chngsto1819and1920VerificationReq.html>, I am curious what other institutions are doing. Do you plan to revert back to accepting signed 1040s or are you sticking to the IRS tax return transcript? I realize that this guidance comes at a time when students are experiencing issues with the IRS’ online “Get Transcript” due to scheduled maintenance, so I’m not asking about short term solutions to the current problem. I am, however, looking for your long term plans with your overall verification policy and any adjustments your institution is making to the required documentation that you will accept (specifically, IRS tax return transcripts and non-filing letters).
Thank you,
Karen
Karen Jeffers
Director of Financial Aid & Scholarships Tulsa Community College
3727 E Apache St
Tulsa, OK 74115
Northeast Campus SU 205D
918-595-7362
karen.jeffers at tulsacc.edu<mailto:karen.jeffers at tulsacc.edu>
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