80_FR_36906 80 FR 36783 - Free Application for Federal Student Aid (FAFSA®) Information To Be Verified for the 2016-2017 Award Year

80 FR 36783 - Free Application for Federal Student Aid (FAFSA®) Information To Be Verified for the 2016-2017 Award Year

DEPARTMENT OF EDUCATION

Federal Register Volume 80, Issue 123 (June 26, 2015)

Page Range36783-36788
FR Document2015-15782

For each award year, the Secretary publishes in the Federal Register a notice announcing the FAFSA information that an institution and an applicant may be required to verify, as well as the acceptable documentation for verifying FAFSA information. This is the notice for the 2016-2017 award year.

Federal Register, Volume 80 Issue 123 (Friday, June 26, 2015)
[Federal Register Volume 80, Number 123 (Friday, June 26, 2015)]
[Notices]
[Pages 36783-36788]
From the Federal Register Online  [www.thefederalregister.org]
[FR Doc No: 2015-15782]


-----------------------------------------------------------------------

DEPARTMENT OF EDUCATION


Free Application for Federal Student Aid (FAFSA[supreg]) 
Information To Be Verified for the 2016-2017 Award Year

AGENCY: Office of Postsecondary Education, Department of Education.

ACTION: Notice.

-----------------------------------------------------------------------

[CFDA Numbers: 84.007, 84.033, 84.038, 84.063, and 84.268.]

SUMMARY: For each award year, the Secretary publishes in the Federal 
Register a notice announcing the FAFSA information that an institution 
and an applicant may be required to verify, as well as the acceptable 
documentation for verifying FAFSA information. This is the notice for 
the 2016-2017 award year.

FOR FURTHER INFORMATION CONTACT: Jacquelyn C. Butler, U.S. Department 
of Education, 1990 K Street NW., Room 8053, Washington, DC 20006. 
Telephone: (202) 502-7890.
    If you use a telecommunications device for the deaf (TDD) or a text 
telephone (TTY), call the Federal Relay Service (FRS), toll free, at 1-
800-877-8339.
    Individuals with disabilities can obtain this document in an 
accessible format (e.g., braille, large print, audiotape, or compact 
disc) on request to the program contact person listed under FOR FURTHER 
INFORMATION CONTACT.

SUPPLEMENTARY INFORMATION: The Secretary will include on the 
applicant's Institutional Student Information Record (ISIR) flags that 
will indicate that the applicant has been selected by the Secretary for 
verification and the Verification Tracking Group that the applicant has 
been placed in, which in turn indicates which FAFSA information needs 
to be verified for that applicant and, if appropriate, the applicant's 
parent(s) or spouse. The Student Aid Report (SAR) provided to the 
applicant will indicate that the applicant's FAFSA information has been 
selected for verification and direct the applicant to the institution 
for further instructions for completing the verification process.
    The following chart lists, for the 2016-2017 award year, the FAFSA 
information that an institution and an applicant and, if appropriate, 
the applicant's parent(s) or spouse, may be required to verify under 34 
CFR 668.56. The chart also lists the acceptable documentation that must 
be provided under Sec.  668.57 to an institution for that information 
to be verified.

------------------------------------------------------------------------
           FAFSA information                 Acceptable documentation
------------------------------------------------------------------------
Income information for tax filers......  For income information listed
a. Adjusted Gross Income (AGI).........   under items a through g for
b. U.S. Income Tax Paid................   tax filers--
c. Untaxed Portions of IRA               (1) Tax year 2015 information
 Distributions..                          that the Secretary has
d. Untaxed Portions of Pensions........   identified as having been
e. IRA Deductions and Payments.........   obtained from the Internal
f. Tax Exempt Interest Income..........   Revenue Service (IRS) through
g. Education Credits...................   the IRS Data Retrieval Tool
                                          \1\ and that has not been
                                          changed after the information
                                          was obtained from the IRS;
                                         (2) A transcript \1\ obtained
                                          from the IRS that lists tax
                                          account information of the tax
                                          filer for tax year 2015; or
                                         (3) A transcript \1\ that was
                                          obtained at no cost from the
                                          relevant taxing authority of a
                                          U.S. territory (Guam, American
                                          Samoa, the U.S. Virgin
                                          Islands) or commonwealth
                                          (Puerto Rico and the Northern
                                          Mariana Islands), or a foreign
                                          central government that lists
                                          tax account information of the
                                          tax filer for tax year 2015.

[[Page 36784]]

 
    h. Other Untaxed Income............  For tax filers required to
                                          verify other untaxed income--
                                         (1) A statement signed by the
                                          applicant and, if the
                                          applicant is a dependent
                                          student, by one of the
                                          applicant's parents that lists
                                          sources of other untaxed
                                          income as provided under
                                          section 480(b) of the Higher
                                          Education Act of 1965, as
                                          amended (HEA), and the amount
                                          of income from each source for
                                          tax year 2015; and
                                         (2) A copy of IRS Form W-2 \2\
                                          for each source of employment
                                          income received for tax year
                                          2015 or an equivalent
                                          document.\2\
Income information for tax filers with   (1) For a student or the
 special circumstances.                   parent(s) of a dependent
a. Adjusted Gross Income (AGI).........   student who filed a 2015 joint
b. U.S. Income Tax Paid................   income tax return and whose
c. Untaxed Portions of IRA                income is used in the
 Distributions..                          calculation of the applicant's
d. Untaxed Portions of Pensions........   expected family contribution
e. IRA Deductions and Payments.........   and who at the time the FAFSA
f. Tax Exempt Interest Income..........   was completed was separated,
g. Education Credits...................   divorced, widowed, or married
                                          to someone other than the
                                          individual included on the
                                          2015 joint income tax return--
                                         (a) A transcript \1\ obtained
                                          from the IRS or other relevant
                                          taxing authority that lists
                                          tax account information of the
                                          tax filer(s) for tax year
                                          2015; and
                                         (b) A copy of IRS Form W-2 \2\
                                          for each source of employment
                                          income received for tax year
                                          2015 or an equivalent
                                          document.\2\
                                         (2) For an individual who is
                                          required to file a 2015 IRS
                                          income tax return and has been
                                          granted a filing extension by
                                          the IRS--
                                            (a) A copy of IRS Form 4868,
                                             ``Application for Automatic
                                             Extension of Time to File
                                             U.S. Individual Income Tax
                                             Return,'' that the
                                             individual filed with the
                                             IRS for tax year 2015;
                                            (b) If applicable, a copy of
                                             the IRS's approval of an
                                             extension beyond the
                                             automatic six-month
                                             extension if the individual
                                             requested an additional
                                             extension of the filing
                                             time for tax year 2015;
                                            (c) A copy of IRS Form W-2
                                             \2\ for each source of
                                             employment income received
                                             for tax year 2015 or an
                                             equivalent document; \2\
                                             and
                                            (d) If self-employed, a
                                             signed statement certifying
                                             the amount of AGI and U.S.
                                             income tax paid for tax
                                             year 2015.
                                         Note: An institution may
                                          require that, after the income
                                          tax return is filed, an
                                          individual granted a filing
                                          extension submit tax
                                          information using the IRS Data
                                          Retrieval Tool \1\ or by
                                          obtaining a transcript \1\
                                          from the IRS that lists tax
                                          account information for tax
                                          year 2015. When an institution
                                          receives such information, it
                                          must be used to reverify the
                                          FAFSA information included on
                                          the transcript.\1\
                                         (3) For an individual who was
                                          the victim of IRS tax-related
                                          identity theft--
                                            (a) A Tax Return DataBase
                                             View (TRDBV) transcript
                                             obtained from the IRS; and
                                            (b) A statement signed and
                                             dated by the tax filer
                                             indicating that he or she
                                             was a victim of IRS tax-
                                             related identity theft and
                                             that the IRS has been made
                                             aware of the tax-related
                                             identity theft.
                                         Note: Tax filers may inform the
                                          IRS of the tax-related
                                          identity theft and obtain a
                                          TRDBV transcript by calling
                                          the IRS's Identity Protection
                                          Specialized Unit (IPSU) at 1-
                                          800-908-4490. Tax filers who
                                          cannot obtain a TRDBV
                                          transcript may instead submit
                                          another official IRS
                                          transcript or equivalent
                                          document provided by the IRS
                                          if it includes all of the
                                          income and tax information
                                          required to be verified.
                                          Unless the institution has
                                          reason to suspect the
                                          authenticity of the TRDBV
                                          transcript or an equivalent
                                          document provided by the IRS,
                                          a signature or stamp or any
                                          other validation from the IRS
                                          is not needed.
    h. Other Untaxed Income............  (4) For tax filers with special
                                          circumstances who are required
                                          to verify other untaxed
                                          income, a statement signed by
                                          the applicant and, if the
                                          applicant is a dependent
                                          student, by one of the
                                          applicant's parents, that
                                          lists the sources of other
                                          untaxed income as provided
                                          under section 480(b) of the
                                          HEA and the amount of income
                                          from each source for tax year
                                          2015.

[[Page 36785]]

 
Income information for nontax filers...  For an individual who has not
a. Income earned from work.............   filed and, under IRS or other
b. Other Untaxed Income................   relevant taxing authority
                                          rules (e.g., the Republic of
                                          the Marshall Islands, the
                                          Republic of Palau, the
                                          Federated States of
                                          Micronesia, a U.S. territory
                                          or commonwealth or a foreign
                                          central government), is not
                                          required to file a 2015 income
                                          tax return--
                                         (1) A signed statement
                                          certifying--
                                         (a) That the individual has not
                                          filed and is not required to
                                          file an income tax return for
                                          tax year 2015;
                                         (b) The sources of income
                                          earned from work and the
                                          amount of income from each
                                          source for tax year 2015;
                                         (c) For nontax filers required
                                          to verify other untaxed
                                          income, the source of income
                                          as provided under section
                                          480(b) of the HEA and the
                                          amount of income from each
                                          source for tax year 2015; and
                                         (2) A copy of IRS Form W-2 \2\
                                          for each source of employment
                                          income received for tax year
                                          2015 or an equivalent
                                          document.\2\
                                         Note: If an institution has
                                          reason to believe that the
                                          signed statement provided by
                                          the applicant regarding
                                          whether the applicant has not
                                          filed and is not required to
                                          file a 2015 income tax return
                                          is inaccurate, the institution
                                          must request that the
                                          applicant obtain confirmation
                                          of non-filing from the IRS or
                                          other relevant taxing
                                          authority.
Number of Household Members............  A statement signed by the
                                          applicant and, if the
                                          applicant is a dependent
                                          student, by one of the
                                          applicant's parents that lists
                                          the name and age of each
                                          household member and the
                                          relationship of that household
                                          member to the applicant.
                                         Note: Verification of number of
                                          household members is not
                                          required if--
                                             For a dependent
                                             student, the household size
                                             indicated on the ISIR is
                                             two and the parent is
                                             single, separated,
                                             divorced, or widowed, or
                                             the household size
                                             indicated on the ISIR is
                                             three if the parents are
                                             married or unmarried and
                                             living together; or
                                             For an independent
                                             student, the household size
                                             indicated on the ISIR is
                                             one and the applicant is
                                             single, separated,
                                             divorced, or widowed, or
                                             the household size
                                             indicated on the ISIR is
                                             two if the applicant is
                                             married.
Number in College......................  (1) A statement signed by the
                                          applicant and, if the
                                          applicant is a dependent
                                          student, by one of the
                                          applicant's parents listing
                                          the name and age of each
                                          household member who is or
                                          will be attending an eligible
                                          postsecondary educational
                                          institution as at least a half-
                                          time student in the 2016-2017
                                          award year in a program that
                                          leads to a degree or
                                          certificate and the name of
                                          that educational institution.
                                         (2) If an institution has
                                          reason to believe that the
                                          signed statement provided by
                                          the applicant regarding the
                                          number of household members
                                          enrolled in eligible
                                          postsecondary institutions is
                                          inaccurate, the institution
                                          must obtain documentation from
                                          each institution named by the
                                          applicant that the household
                                          member in question is, or will
                                          be, attending on at least a
                                          half-time basis unless--
                                            (a) The applicant's
                                             institution determines that
                                             such documentation is not
                                             available because the
                                             household member in
                                             question has not yet
                                             registered at the
                                             institution the household
                                             member plans to attend; or
                                            (b) The institution has
                                             documentation indicating
                                             that the household member
                                             in question will be
                                             attending the same
                                             institution as the
                                             applicant.
                                         Note: Verification of the
                                          number of household members in
                                          college is not required if the
                                          number in college indicated on
                                          the ISIR is ``1.''
Supplemental Nutrition Assistance        (1) A statement signed by the
 Program (SNAP).                          applicant and, if the
                                          applicant is a dependent
                                          student, by one of the
                                          applicant's parents affirming
                                          that SNAP benefits were
                                          received by someone in the
                                          household during the 2014 and/
                                          or 2015 calendar year.
                                         (2) If an institution has
                                          reason to believe that the
                                          signed statement provided by
                                          the applicant regarding the
                                          receipt of SNAP benefits is
                                          inaccurate, the applicant must
                                          provide the institution with
                                          documentation from the agency
                                          that issued the SNAP benefits.
                                         Note: Verification of the
                                          receipt of SNAP benefits is
                                          not required if the receipt of
                                          SNAP benefits is not indicated
                                          on the applicant's ISIR.
Child Support Paid.....................  (1) A statement signed by the
                                          applicant and, if the
                                          applicant is a dependent
                                          student, by one of the
                                          applicant's parents, as
                                          appropriate, certifying--
                                            (a) The amount of child
                                             support paid;
                                            (b) The name of the person
                                             who paid the child support;
                                            (c) The name of the person
                                             to whom child support was
                                             paid; and
                                            (d) The names and ages of
                                             the children for whom child
                                             support was paid.

[[Page 36786]]

 
                                         (2) If the institution has
                                          reason to believe that the
                                          information provided in the
                                          signed statement is
                                          inaccurate, the institution
                                          must obtain documentation such
                                          as--
                                            (a) A statement from the
                                             individual receiving the
                                             child support showing the
                                             amount received; or
                                            (b) Documentation that the
                                             child support payments were
                                             made (e.g., copies of the
                                             child support checks, money
                                             order receipts, or similar
                                             records of electronic
                                             payments having been made).
                                         Note: Verification of child
                                          support paid is not required
                                          if child support paid is not
                                          indicated on the applicant's
                                          ISIR.
High School Completion Status..........  (1) High School Diploma
                                            (a) A copy of the
                                             applicant's high school
                                             diploma;
                                            (b) A copy of the
                                             applicant's final official
                                             high school transcript that
                                             shows the date when the
                                             diploma was awarded; or
                                            (c) A copy of the
                                             ``secondary school leaving
                                             certificate'' (or other
                                             similar document) for
                                             students who completed
                                             secondary education in a
                                             foreign country and are
                                             unable to obtain a copy of
                                             their high school diploma
                                             or transcript.
                                         Note: Institutions that have
                                          the expertise may evaluate
                                          foreign secondary school
                                          credentials to determine their
                                          equivalence to U.S. high
                                          school diplomas. Institutions
                                          may also use a foreign diploma
                                          evaluation service for this
                                          purpose.
                                         (2) Recognized Equivalent of a
                                          High School Diploma
                                            (a) General Educational
                                             Development (GED)
                                             Certificate or GED
                                             transcript;
                                            (b) A State certificate or
                                             transcript received by a
                                             student after the student
                                             has passed a State-
                                             authorized examination
                                             (HiSET, TASC, or other
                                             State-authorized
                                             examination) that the State
                                             recognizes as the
                                             equivalent of a high school
                                             diploma;
                                            (c) An academic transcript
                                             that indicates the student
                                             successfully completed at
                                             least a two-year program
                                             that is acceptable for full
                                             credit toward a bachelor's
                                             degree at any participating
                                             institution; or
                                            (d) For a person who is
                                             seeking enrollment in an
                                             educational program that
                                             leads to at least an
                                             associate degree or its
                                             equivalent and who excelled
                                             academically in high school
                                             but did not finish,
                                             documentation from the high
                                             school that the student
                                             excelled academically and
                                             documentation from the
                                             postsecondary institution
                                             that the student has met
                                             its written policies for
                                             admitting such students.
                                         (3) Homeschool
                                            (a) If the State where the
                                             student was homeschooled
                                             requires by law that such
                                             students obtain a secondary
                                             school completion
                                             credential for homeschool
                                             (other than a high school
                                             diploma or its recognized
                                             equivalent), a copy of that
                                             credential; or
                                            (b) If State law does not
                                             require the credential
                                             noted in 3a), a transcript
                                             or the equivalent signed by
                                             the student's parent or
                                             guardian that lists the
                                             secondary school courses
                                             the student completed and
                                             documents the successful
                                             completion of a secondary
                                             school education in a
                                             homeschool setting.
                                         Note: In cases where
                                          documentation of an
                                          applicant's completion of a
                                          secondary school education is
                                          unavailable, e.g., the
                                          secondary school is closed and
                                          information is not available
                                          from another source, such as
                                          the local school district or a
                                          State Department of Education,
                                          or in the case of
                                          homeschooling, the parent(s)/
                                          guardian(s) who provided the
                                          homeschooling is deceased, an
                                          institution may accept
                                          alternative documentation to
                                          verify the applicant's high
                                          school completion status. An
                                          institution may not accept a
                                          student's self-certification
                                          nor the DD Form 214
                                          Certificate of Release or
                                          Discharge From Active Duty as
                                          alternative documentation.
                                         When documenting an applicant's
                                          high school completion status,
                                          an institution may rely on
                                          documentation it has already
                                          collected for purposes other
                                          than the Title IV verification
                                          requirements if the
                                          documentation meets the
                                          criteria outlined above (e.g.,
                                          high school transcripts
                                          maintained in the admissions
                                          office).
                                         Verification of high school
                                          completion status is not
                                          required if the institution
                                          successfully verified and
                                          documented the applicant's
                                          high school completion status
                                          for a prior award year.
Identity/Statement of Educational        (1) An applicant must appear in
 Purpose.                                 person and present the
                                          following documentation to an
                                          institutionally authorized
                                          individual to verify the
                                          applicant's identity--

[[Page 36787]]

 
                                            (a) An unexpired valid
                                             government-issued photo
                                             identification such as, but
                                             not limited to, a driver's
                                             license, non-driver's
                                             identification card, other
                                             State-issued
                                             identification, or
                                             passport. The institution
                                             must maintain an annotated
                                             copy of the unexpired valid
                                             government-issued photo
                                             identification that
                                             includes--
                                              i. The date the
                                               identification was
                                               presented; and
                                              ii. The name of the
                                               institutionally
                                               authorized individual who
                                               reviewed the
                                               identification; and
                                            (b) A signed statement using
                                             the exact language as
                                             follows, except that the
                                             student's identification
                                             number is optional if
                                             collected elsewhere on the
                                             same page as the statement:
                                             Statement of Educational
                                                      Purpose
 
                                         I certify that I ________
                                          (Print Student's Name) 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
                                         --------------------------for
                                          2016-2017.
                                         (Name of Postsecondary
                                          Educational Institution)
 
                                         -------------------------------
                                          -------
                                         (Student's Signature)
 
                                         -------------------------------
                                          -------
                                         (Date)
 
                                         -------------------------------
                                          -------
                                         (Student's ID Number)
 
                                         (2) If an institution
                                          determines that an applicant
                                          is unable to appear in person
                                          to present an unexpired valid
                                          photo identification and
                                          execute the Statement of
                                          Educational Purpose, the
                                          applicant must provide the
                                          institution with--
                                            (a) A copy of an unexpired
                                             valid government-issued
                                             photo identification such
                                             as, but not limited to, a
                                             driver's license, non-
                                             driver's identification
                                             card, other State-issued
                                             identification, or passport
                                             that is acknowledged in a
                                             notary statement or that is
                                             presented to a notary; and
                                            (b) An original notarized
                                             statement signed by the
                                             applicant using the exact
                                             language as follows, except
                                             that the student's
                                             identification number is
                                             optional if collected
                                             elsewhere on the same page
                                             as the statement:
 
                                             Statement of Educational
                                                      Purpose
 
                                         I certify that I ________(Print
                                          Student's Name) 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 --
                                          ------------------------------
                                          ---for 2016-2017.
                                         ...............................
                                         (Name of Postsecondary
                                          Educational Institution)
 
                                         -------------------------------
                                          -------
                                         (Student's Signature)
 
                                         -------------------------------
                                          -------
                                         (Date)
 
                                         -------------------------------
                                          -------
                                         (Student's ID Number)
------------------------------------------------------------------------
\1\ An institution may accept a copy of the original 2015 income tax
  return for tax filers who are--
(a) Consistent with guidance that the Secretary may provide following
  the period after the IRS processes 2015 income tax returns, unable to
  use the IRS Data Retrieval Tool or obtain a transcript from the IRS;
(b) Unable to obtain a transcript at no cost from the taxing authority
  of a U.S. territory (Guam, American Samoa, the U.S. Virgin Islands) or
  commonwealth (Puerto Rico and the Northern Mariana Islands), or a
  foreign central government that lists tax account information of the
  tax filer for tax year 2015;
(c) Individuals who filed an amended tax return with the IRS. In
  addition to the copy of the original 2015 income tax return that was
  filed with the IRS, the individual must submit the following documents
  to the institution:
1. A transcript obtained from the IRS that lists tax account information
  of the tax filer(s) for tax year 2015; and
2. A signed copy of the IRS Form 1040X that was filed with the IRS.
The copy of the 2015 income tax return must include the signature of the
  tax filer or one of the filers of a joint income tax return or the
  signed, stamped, typed, or printed name and address of the preparer of
  the income tax return and the preparer's Social Security Number,
  Employer Identification Number, or Preparer Tax Identification Number.
For a tax filer who filed an income tax return other than an IRS form,
  such as a foreign or Puerto Rican tax form, the institution must use
  the income information (converted to U.S. dollars) from the lines of
  that form that correspond most closely to the income information
  reported on a U.S. income tax return.
An individual who did not retain a copy of his or her 2015 tax account
  information and that information cannot be located by the IRS or other
  relevant taxing authority, must submit to the institution--
(a) Copies of all IRS Form W-2s or an equivalent document;
(b) Documentation from the IRS or other relevant taxing authority that
  indicates the individual's 2015 tax account information cannot be
  located; and
(c) A signed statement that indicates that the individual did not retain
  a copy of his or her 2015 tax account information.

[[Page 36788]]

 
\2\ An individual who is required to submit an IRS Form W-2 or an
  equivalent document but did not maintain his or her copy should
  request a duplicate from the employer who issued the original or from
  the government agency that issued the equivalent document. If the
  individual is unable to obtain a duplicate W-2 or an equivalent
  document in a timely manner, the institution may permit that
  individual to provide a signed statement, in accordance with 34 CFR
  668.57(a)(6), that includes--
(a) The amount of income earned from work;
(b) The source of that income; and
(c) The reason why the IRS Form W-2 and an equivalent document is not
  available in a timely manner.

Other Sources for Detailed Information

    We provide a more detailed discussion on the verification process 
in the following resources:
     2016-2017 Application and Verification Guide.
     2016-2017 ISIR Guide.
     2016-2017 SAR Comment Codes and Text.
     2016-2017 COD Technical Reference.
     Program Integrity Information--Questions and Answers on 
Verification at http://www2.ed.gov/policy/highered/reg/hearulemaking/2009/verification.html.
    These publications are on the Information for Financial Aid 
Professionals Web site at www.ifap.ed.gov.
    Electronic Access to This Document: The official version of this 
document is the document published in the Federal Register. Free 
Internet access to the official edition of the Federal Register and the 
Code of Federal Regulations is available via the Federal Digital System 
at: www.thefederalregister.org/fdsys. At this site you can view this document, as well 
as all other documents of this Department published in the Federal 
Register, in text or Adobe Portable Document Format (PDF). To use PDF 
you must have Adobe Acrobat Reader, which is available free at the 
site.
    You may also access documents of the Department published in the 
Federal Register by using the article search feature at: 
www.federalregister.gov. Specifically, through the advanced search 
feature at this site, you can limit your search to documents published 
by the Department.

    Program Authority: 20 U.S.C. 1070a, 1070a-1, 1070b--1070b-4, 
1070c--1070c-4, 1070g, 1071--1087-2, 1087a-1087j, and 1087aa-1087ii; 
42 U.S.C. 2751-2756b.
    Delegation of Authority: The Secretary of Education has delegated 
authority to Jamienne S. Studley, Deputy Under Secretary, to perform 
the functions and duties of the Assistant Secretary for Postsecondary 
Education.

    Dated: June 23, 2015.
Jamienne S. Studley,
Deputy Under Secretary.
[FR Doc. 2015-15782 Filed 6-25-15; 8:45 am]
 BILLING CODE 4000-01-P



                                                                                     Federal Register / Vol. 80, No. 123 / Friday, June 26, 2015 / Notices                                                          36783

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                                              expended funds in a manner that is                                published in the Federal Register, in                       FOR FURTHER INFORMATION CONTACT:
                                              consistent with its approved application                          text or Adobe Portable Document                             Jacquelyn C. Butler, U.S. Department of
                                              and budget; and, if the Secretary has                             Format (PDF). To use PDF, you must                          Education, 1990 K Street NW., Room
                                              established performance measurement                               have Adobe Acrobat Reader, which is                         8053, Washington, DC 20006.
                                              requirements, the performance targets in                          available free at the site.                                 Telephone: (202) 502–7890.
                                              the grantee’s approved application. In                              You may also access documents of the                         If you use a telecommunications
                                              making a continuation grant, the                                  Department published in the Federal                         device for the deaf (TDD) or a text
                                              Secretary also considers whether the                              Register by using the article search                        telephone (TTY), call the Federal Relay
                                              grantee is operating in compliance with                           feature at: www.federalregister.gov.                        Service (FRS), toll free, at 1–800–877–
                                              the assurances in its approved                                    Specifically, through the advanced                          8339.
                                              application, including those applicable                           search feature at this site, you can limit                     Individuals with disabilities can
                                              to Federal civil rights laws that prohibit                        your search to documents published by                       obtain this document in an accessible
                                              discrimination in programs or activities                          the Department.                                             format (e.g., braille, large print,
                                              receiving Federal financial assistance                                                                                        audiotape, or compact disc) on request
                                                                                                                  Delegation of Authority: The Secretary
                                              from the Department (34 CFR 100.4,                                                                                            to the program contact person listed
                                                                                                                of Education has delegated authority to
                                              104.5, 106.4, 108.8, and 110.23).                                                                                             under FOR FURTHER INFORMATION
                                                                                                                Jamienne S. Studley, Deputy Under
                                              VII. Agency Contact                                               Secretary, to perform the functions and                     CONTACT.
                                                                                                                duties of the Assistant Secretary for                       SUPPLEMENTARY INFORMATION:      The
                                              FOR FURTHER INFORMATION CONTACT:
                                                                                                                Postsecondary Education.                                    Secretary will include on the applicant’s
                                              Shedita Alston, U.S. Department of
                                              Education, Model Comprehensive and                                  Dated: June 23, 2015.                                     Institutional Student Information
                                              Transition Programs for Students with                             Jamienne S. Studley,                                        Record (ISIR) flags that will indicate
                                              Intellectual Disabilities, 1990 K Street                          Deputy Under Secretary.                                     that the applicant has been selected by
                                              NW., Room 6131, Washington, DC                                    [FR Doc. 2015–15781 Filed 6–25–15; 8:45 am]
                                                                                                                                                                            the Secretary for verification and the
                                              20006–8524. Telephone: (202) 502–                                                                                             Verification Tracking Group that the
                                                                                                                BILLING CODE 4000–01–P
                                              7808, or by email: shedita.alston@                                                                                            applicant has been placed in, which in
                                              ed.gov.                                                                                                                       turn indicates which FAFSA
                                                If you use a TDD or a TTY, call the                             DEPARTMENT OF EDUCATION                                     information needs to be verified for that
                                              FRS, toll free, at 1–800–877–8339.                                                                                            applicant and, if appropriate, the
                                                                                                                Free Application for Federal Student                        applicant’s parent(s) or spouse. The
                                              VIII. Other Information                                           Aid (FAFSA®) Information To Be                              Student Aid Report (SAR) provided to
                                                 Accessible Format: Individuals with                            Verified for the 2016–2017 Award Year                       the applicant will indicate that the
                                              disabilities can obtain this document                                                                                         applicant’s FAFSA information has
                                              and a copy of the application package in                          AGENCY: Office of Postsecondary                             been selected for verification and direct
                                              an accessible format (e.g., braille, large                        Education, Department of Education.                         the applicant to the institution for
                                              print, audiotape, or compact disc) on                             ACTION:      Notice.                                        further instructions for completing the
                                              request to the program contact person                                                                                         verification process.
                                              listed under FOR FURTHER INFORMATION                                                                                            The following chart lists, for the
                                                                                                                [CFDA Numbers: 84.007, 84.033, 84.038,
                                              CONTACT in section VII of this notice.                            84.063, and 84.268.]                                        2016–2017 award year, the FAFSA
                                                 Electronic Access to This Document:                                                                                        information that an institution and an
                                              The official version of this document is                          SUMMARY:   For each award year, the                         applicant and, if appropriate, the
                                              the document published in the Federal                             Secretary publishes in the Federal                          applicant’s parent(s) or spouse, may be
                                              Register. Free Internet access to the                             Register a notice announcing the                            required to verify under 34 CFR 668.56.
                                              official edition of the Federal Register                          FAFSA information that an institution                       The chart also lists the acceptable
                                              and the Code of Federal Regulations is                            and an applicant may be required to                         documentation that must be provided
                                              available via the Federal Digital System                          verify, as well as the acceptable                           under § 668.57 to an institution for that
                                              at: www.gpo.gov/fdsys. At this site you                           documentation for verifying FAFSA                           information to be verified.

                                                                                 FAFSA information                                                                       Acceptable documentation

                                              Income information for tax filers ...............................................................   For income information listed under items a through g for tax filers—
                                              a. Adjusted Gross Income (AGI).                                                                          (1) Tax year 2015 information that the Secretary has identified as
                                              b. U.S. Income Tax Paid.                                                                                   having been obtained from the Internal Revenue Service (IRS)
                                              c. Untaxed Portions of IRA Distributions.                                                                  through the IRS Data Retrieval Tool 1 and that has not been
                                              d. Untaxed Portions of Pensions.                                                                           changed after the information was obtained from the IRS;
                                              e. IRA Deductions and Payments.                                                                          (2) A transcript 1 obtained from the IRS that lists tax account infor-
                                              f. Tax Exempt Interest Income.                                                                             mation of the tax filer for tax year 2015; or
                                              g. Education Credits.                                                                                    (3) A transcript 1 that was obtained at no cost from the relevant
                                                                                                                                                         taxing authority of a U.S. territory (Guam, American Samoa, the
                                                                                                                                                         U.S. Virgin Islands) or commonwealth (Puerto Rico and the
                                                                                                                                                         Northern Mariana Islands), or a foreign central government that
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                                                                                                                                                         lists tax account information of the tax filer for tax year 2015.




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                                              36784                                Federal Register / Vol. 80, No. 123 / Friday, June 26, 2015 / Notices

                                                                                FAFSA information                                                                       Acceptable documentation

                                                   h. Other Untaxed Income ..................................................................   For tax filers required to verify other untaxed income—
                                                                                                                                                      (1) A statement signed by the applicant and, if the applicant is a
                                                                                                                                                         dependent student, by one of the applicant’s parents that lists
                                                                                                                                                         sources of other untaxed income as provided under section
                                                                                                                                                         480(b) of the Higher Education Act of 1965, as amended (HEA),
                                                                                                                                                         and the amount of income from each source for tax year 2015;
                                                                                                                                                         and
                                                                                                                                                      (2) A copy of IRS Form W–2 2 for each source of employment in-
                                                                                                                                                         come received for tax year 2015 or an equivalent document.2
                                              Income information for tax filers with special circumstances ...................                  (1) For a student or the parent(s) of a dependent student who filed a
                                              a. Adjusted Gross Income (AGI).                                                                     2015 joint income tax return and whose income is used in the cal-
                                              b. U.S. Income Tax Paid.                                                                            culation of the applicant’s expected family contribution and who at
                                              c. Untaxed Portions of IRA Distributions.                                                           the time the FAFSA was completed was separated, divorced, wid-
                                              d. Untaxed Portions of Pensions.                                                                    owed, or married to someone other than the individual included on
                                              e. IRA Deductions and Payments.                                                                     the 2015 joint income tax return—
                                              f. Tax Exempt Interest Income.                                                                          (a) A transcript 1 obtained from the IRS or other relevant taxing au-
                                              g. Education Credits.                                                                                      thority that lists tax account information of the tax filer(s) for tax
                                                                                                                                                         year 2015; and
                                                                                                                                                     (b) A copy of IRS Form W–2 2 for each source of employment in-
                                                                                                                                                         come received for tax year 2015 or an equivalent document.2
                                                                                                                                                (2) For an individual who is required to file a 2015 IRS income tax re-
                                                                                                                                                  turn and has been granted a filing extension by the IRS—
                                                                                                                                                      (a) A copy of IRS Form 4868, ‘‘Application for Automatic Extension
                                                                                                                                                         of Time to File U.S. Individual Income Tax Return,’’ that the indi-
                                                                                                                                                         vidual filed with the IRS for tax year 2015;
                                                                                                                                                      (b) If applicable, a copy of the IRS’s approval of an extension be-
                                                                                                                                                         yond the automatic six-month extension if the individual re-
                                                                                                                                                         quested an additional extension of the filing time for tax year
                                                                                                                                                         2015;
                                                                                                                                                      (c) A copy of IRS Form W–2 2 for each source of employment in-
                                                                                                                                                         come received for tax year 2015 or an equivalent document; 2
                                                                                                                                                         and
                                                                                                                                                      (d) If self-employed, a signed statement certifying the amount of
                                                                                                                                                         AGI and U.S. income tax paid for tax year 2015.
                                                                                                                                                Note: An institution may require that, after the income tax return is
                                                                                                                                                  filed, an individual granted a filing extension submit tax information
                                                                                                                                                  using the IRS Data Retrieval Tool 1 or by obtaining a transcript 1 from
                                                                                                                                                  the IRS that lists tax account information for tax year 2015. When an
                                                                                                                                                  institution receives such information, it must be used to reverify the
                                                                                                                                                  FAFSA information included on the transcript.1
                                                                                                                                                (3) For an individual who was the victim of IRS tax-related identity
                                                                                                                                                  theft—
                                                                                                                                                      (a) A Tax Return DataBase View (TRDBV) transcript obtained
                                                                                                                                                         from the IRS; and
                                                                                                                                                      (b) A statement signed and dated by the tax filer indicating that he
                                                                                                                                                         or she was a victim of IRS tax-related identity theft and that the
                                                                                                                                                         IRS has been made aware of the tax-related identity theft.
                                                                                                                                                Note: Tax filers may inform the IRS of the tax-related identity theft and
                                                                                                                                                  obtain a TRDBV transcript by calling the IRS’s Identity Protection
                                                                                                                                                  Specialized Unit (IPSU) at 1–800–908–4490. Tax filers who cannot
                                                                                                                                                  obtain a TRDBV transcript may instead submit another official IRS
                                                                                                                                                  transcript or equivalent document provided by the IRS if it includes
                                                                                                                                                  all of the income and tax information required to be verified. Unless
                                                                                                                                                  the institution has reason to suspect the authenticity of the TRDBV
                                                                                                                                                  transcript or an equivalent document provided by the IRS, a signa-
                                                                                                                                                  ture or stamp or any other validation from the IRS is not needed.
                                                   h. Other Untaxed Income ..................................................................   (4) For tax filers with special circumstances who are required to verify
                                                                                                                                                  other untaxed income, a statement signed by the applicant and, if
                                                                                                                                                  the applicant is a dependent student, by one of the applicant’s par-
                                                                                                                                                  ents, that lists the sources of other untaxed income as provided
                                                                                                                                                  under section 480(b) of the HEA and the amount of income from
                                                                                                                                                  each source for tax year 2015.
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                                                                                       Federal Register / Vol. 80, No. 123 / Friday, June 26, 2015 / Notices                                                              36785

                                                                                   FAFSA information                                                                           Acceptable documentation

                                              Income information for nontax filers .........................................................           For an individual who has not filed and, under IRS or other relevant
                                              a. Income earned from work.                                                                                taxing authority rules (e.g., the Republic of the Marshall Islands, the
                                              b. Other Untaxed Income.                                                                                   Republic of Palau, the Federated States of Micronesia, a U.S. terri-
                                                                                                                                                         tory or commonwealth or a foreign central government), is not re-
                                                                                                                                                         quired to file a 2015 income tax return—
                                                                                                                                                             (1) A signed statement certifying—
                                                                                                                                                                   (a) That the individual has not filed and is not required to file
                                                                                                                                                                      an income tax return for tax year 2015;
                                                                                                                                                                   (b) The sources of income earned from work and the amount
                                                                                                                                                                      of income from each source for tax year 2015;
                                                                                                                                                                   (c) For nontax filers required to verify other untaxed income,
                                                                                                                                                                      the source of income as provided under section 480(b) of
                                                                                                                                                                      the HEA and the amount of income from each source for
                                                                                                                                                                      tax year 2015; and
                                                                                                                                                             (2) A copy of IRS Form W–2 2 for each source of employment in-
                                                                                                                                                                come received for tax year 2015 or an equivalent document.2
                                                                                                                                                       Note: If an institution has reason to believe that the signed statement
                                                                                                                                                         provided by the applicant regarding whether the applicant has not
                                                                                                                                                         filed and is not required to file a 2015 income tax return is inac-
                                                                                                                                                         curate, the institution must request that the applicant obtain con-
                                                                                                                                                         firmation of non-filing from the IRS or other relevant taxing authority.
                                              Number of Household Members ..............................................................               A statement signed by the applicant and, if the applicant is a depend-
                                                                                                                                                         ent student, by one of the applicant’s parents that lists the name and
                                                                                                                                                         age of each household member and the relationship of that house-
                                                                                                                                                         hold member to the applicant.
                                                                                                                                                       Note: Verification of number of household members is not required if—
                                                                                                                                                             • For a dependent student, the household size indicated on the
                                                                                                                                                                ISIR is two and the parent is single, separated, divorced, or wid-
                                                                                                                                                                owed, or the household size indicated on the ISIR is three if the
                                                                                                                                                                parents are married or unmarried and living together; or
                                                                                                                                                             • For an independent student, the household size indicated on the
                                                                                                                                                                ISIR is one and the applicant is single, separated, divorced, or
                                                                                                                                                                widowed, or the household size indicated on the ISIR is two if
                                                                                                                                                                the applicant is married.
                                              Number in College ....................................................................................   (1) A statement signed by the applicant and, if the applicant is a de-
                                                                                                                                                         pendent student, by one of the applicant’s parents listing the name
                                                                                                                                                         and age of each household member who is or will be attending an
                                                                                                                                                         eligible postsecondary educational institution as at least a half-time
                                                                                                                                                         student in the 2016–2017 award year in a program that leads to a
                                                                                                                                                         degree or certificate and the name of that educational institution.
                                                                                                                                                       (2) If an institution has reason to believe that the signed statement pro-
                                                                                                                                                         vided by the applicant regarding the number of household members
                                                                                                                                                         enrolled in eligible postsecondary institutions is inaccurate, the insti-
                                                                                                                                                         tution must obtain documentation from each institution named by the
                                                                                                                                                         applicant that the household member in question is, or will be, at-
                                                                                                                                                         tending on at least a half-time basis unless—
                                                                                                                                                             (a) The applicant’s institution determines that such documentation
                                                                                                                                                                is not available because the household member in question has
                                                                                                                                                                not yet registered at the institution the household member plans
                                                                                                                                                                to attend; or
                                                                                                                                                             (b) The institution has documentation indicating that the household
                                                                                                                                                                member in question will be attending the same institution as the
                                                                                                                                                                applicant.
                                                                                                                                                       Note: Verification of the number of household members in college is
                                                                                                                                                         not required if the number in college indicated on the ISIR is ‘‘1.’’
                                              Supplemental Nutrition Assistance Program (SNAP) ..............................                          (1) A statement signed by the applicant and, if the applicant is a de-
                                                                                                                                                         pendent student, by one of the applicant’s parents affirming that
                                                                                                                                                         SNAP benefits were received by someone in the household during
                                                                                                                                                         the 2014 and/or 2015 calendar year.
                                                                                                                                                       (2) If an institution has reason to believe that the signed statement pro-
                                                                                                                                                         vided by the applicant regarding the receipt of SNAP benefits is inac-
                                                                                                                                                         curate, the applicant must provide the institution with documentation
                                                                                                                                                         from the agency that issued the SNAP benefits.
                                                                                                                                                       Note: Verification of the receipt of SNAP benefits is not required if the
                                                                                                                                                         receipt of SNAP benefits is not indicated on the applicant’s ISIR.
                                              Child Support Paid ...................................................................................   (1) A statement signed by the applicant and, if the applicant is a de-
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                                                                                                                                                         pendent student, by one of the applicant’s parents, as appropriate,
                                                                                                                                                         certifying—
                                                                                                                                                             (a) The amount of child support paid;
                                                                                                                                                             (b) The name of the person who paid the child support;
                                                                                                                                                             (c) The name of the person to whom child support was paid; and
                                                                                                                                                             (d) The names and ages of the children for whom child support
                                                                                                                                                                was paid.



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                                              36786                                Federal Register / Vol. 80, No. 123 / Friday, June 26, 2015 / Notices

                                                                                FAFSA information                                                                     Acceptable documentation

                                                                                                                                              (2) If the institution has reason to believe that the information provided
                                                                                                                                                in the signed statement is inaccurate, the institution must obtain doc-
                                                                                                                                                umentation such as—
                                                                                                                                                   (a) A statement from the individual receiving the child support
                                                                                                                                                      showing the amount received; or
                                                                                                                                                   (b) Documentation that the child support payments were made
                                                                                                                                                      (e.g., copies of the child support checks, money order receipts,
                                                                                                                                                      or similar records of electronic payments having been made).
                                                                                                                                              Note: Verification of child support paid is not required if child support
                                                                                                                                                paid is not indicated on the applicant’s ISIR.
                                              High School Completion Status ...............................................................   (1) High School Diploma
                                                                                                                                                   (a) A copy of the applicant’s high school diploma;
                                                                                                                                                   (b) A copy of the applicant’s final official high school transcript that
                                                                                                                                                      shows the date when the diploma was awarded; or
                                                                                                                                                   (c) A copy of the ‘‘secondary school leaving certificate’’ (or other
                                                                                                                                                      similar document) for students who completed secondary edu-
                                                                                                                                                      cation in a foreign country and are unable to obtain a copy of
                                                                                                                                                      their high school diploma or transcript.
                                                                                                                                              Note: Institutions that have the expertise may evaluate foreign sec-
                                                                                                                                                ondary school credentials to determine their equivalence to U.S. high
                                                                                                                                                school diplomas. Institutions may also use a foreign diploma evalua-
                                                                                                                                                tion service for this purpose.
                                                                                                                                              (2) Recognized Equivalent of a High School Diploma
                                                                                                                                                   (a) General Educational Development (GED) Certificate or GED
                                                                                                                                                      transcript;
                                                                                                                                                   (b) A State certificate or transcript received by a student after the
                                                                                                                                                      student has passed a State-authorized examination (HiSET,
                                                                                                                                                      TASC, or other State-authorized examination) that the State rec-
                                                                                                                                                      ognizes as the equivalent of a high school diploma;
                                                                                                                                                   (c) An academic transcript that indicates the student successfully
                                                                                                                                                      completed at least a two-year program that is acceptable for full
                                                                                                                                                      credit toward a bachelor’s degree at any participating institution;
                                                                                                                                                      or
                                                                                                                                                   (d) For a person who is seeking enrollment in an educational pro-
                                                                                                                                                      gram that leads to at least an associate degree or its equivalent
                                                                                                                                                      and who excelled academically in high school but did not finish,
                                                                                                                                                      documentation from the high school that the student excelled
                                                                                                                                                      academically and documentation from the postsecondary institu-
                                                                                                                                                      tion that the student has met its written policies for admitting
                                                                                                                                                      such students.
                                                                                                                                              (3) Homeschool
                                                                                                                                                   (a) If the State where the student was homeschooled requires by
                                                                                                                                                      law that such students obtain a secondary school completion
                                                                                                                                                      credential for homeschool (other than a high school diploma or
                                                                                                                                                      its recognized equivalent), a copy of that credential; or
                                                                                                                                                   (b) If State law does not require the credential noted in 3a), a tran-
                                                                                                                                                      script or the equivalent signed by the student’s parent or guard-
                                                                                                                                                      ian that lists the secondary school courses the student com-
                                                                                                                                                      pleted and documents the successful completion of a secondary
                                                                                                                                                      school education in a homeschool setting.
                                                                                                                                              Note: In cases where documentation of an applicant’s completion of a
                                                                                                                                                secondary school education is unavailable, e.g., the secondary
                                                                                                                                                school is closed and information is not available from another
                                                                                                                                                source, such as the local school district or a State Department of
                                                                                                                                                Education, or in the case of homeschooling, the parent(s)/guard-
                                                                                                                                                ian(s) who provided the homeschooling is deceased, an institution
                                                                                                                                                may accept alternative documentation to verify the applicant’s high
                                                                                                                                                school completion status. An institution may not accept a student’s
                                                                                                                                                self-certification nor the DD Form 214 Certificate of Release or Dis-
                                                                                                                                                charge From Active Duty as alternative documentation.
                                                                                                                                              When documenting an applicant’s high school completion status, an in-
                                                                                                                                                stitution may rely on documentation it has already collected for pur-
                                                                                                                                                poses other than the Title IV verification requirements if the docu-
                                                                                                                                                mentation meets the criteria outlined above (e.g., high school tran-
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                                                                                                                                                scripts maintained in the admissions office).
                                                                                                                                              Verification of high school completion status is not required if the insti-
                                                                                                                                                tution successfully verified and documented the applicant’s high
                                                                                                                                                school completion status for a prior award year.
                                              Identity/Statement of Educational Purpose ..............................................        (1) An applicant must appear in person and present the following docu-
                                                                                                                                                mentation to an institutionally authorized individual to verify the appli-
                                                                                                                                                cant’s identity—




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                                                                              Federal Register / Vol. 80, No. 123 / Friday, June 26, 2015 / Notices                                                     36787

                                                                           FAFSA information                                                               Acceptable documentation

                                                                                                                                        (a) An unexpired valid government-issued photo identification such
                                                                                                                                           as, but not limited to, a driver’s license, non-driver’s identification
                                                                                                                                           card, other State-issued identification, or passport. The institu-
                                                                                                                                           tion must maintain an annotated copy of the unexpired valid
                                                                                                                                           government-issued photo identification that includes—
                                                                                                                                              i. The date the identification was presented; and
                                                                                                                                              ii. The name of the institutionally authorized individual who re-
                                                                                                                                                  viewed the identification; and
                                                                                                                                        (b) A signed statement using the exact language as follows, ex-
                                                                                                                                           cept that the student’s identification number is optional if col-
                                                                                                                                           lected elsewhere on the same page as the statement:
                                                                                                                                                         Statement of Educational Purpose
                                                                                                                                   I certify that I llllllll (Print Student’s Name) am the indi-
                                                                                                                                     vidual 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
                                                                                                                                   lllllllllllllfor 2016–2017.
                                                                                                                                   (Name of Postsecondary Educational Institution)
                                                                                                                                   lllllllllllllllllll
                                                                                                                                   (Student’s Signature)
                                                                                                                                   lllllllllllllllllll
                                                                                                                                   (Date)
                                                                                                                                   lllllllllllllllllll
                                                                                                                                   (Student’s ID Number)
                                                                                                                                   (2) If an institution determines that an applicant is unable to appear in
                                                                                                                                     person to present an unexpired valid photo identification and execute
                                                                                                                                     the Statement of Educational Purpose, the applicant must provide
                                                                                                                                     the institution with—
                                                                                                                                        (a) A copy of an unexpired valid government-issued photo identi-
                                                                                                                                           fication such as, but not limited to, a driver’s license, non-driv-
                                                                                                                                           er’s identification card, other State-issued identification, or pass-
                                                                                                                                           port that is acknowledged in a notary statement or that is pre-
                                                                                                                                           sented to a notary; and
                                                                                                                                        (b) An original notarized statement signed by the applicant using
                                                                                                                                           the exact language as follows, except that the student’s identi-
                                                                                                                                           fication number is optional if collected elsewhere on the same
                                                                                                                                           page as the statement:
                                                                                                                                                     Statement of Educational Purpose
                                                                                                                                   I certify that I llllllll(Print Student’s Name)                 am the indi-
                                                                                                                                     vidual 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
                                                                                                                                     llllllllllllllllllfor 2016–2017.

                                                                                                                                   (Name of Postsecondary Educational Institution)
                                                                                                                                   lllllllllllllllllll
                                                                                                                                   (Student’s Signature)
                                                                                                                                   lllllllllllllllllll
                                                                                                                                   (Date)
                                                                                                                                   lllllllllllllllllll
                                                                                                                                   (Student’s ID Number)
                                                 1 An institution may accept a copy of the original 2015 income tax return for tax filers who are—
                                                 (a) Consistent with guidance that the Secretary may provide following the period after the IRS processes 2015 income tax returns, unable to
                                              use the IRS Data Retrieval Tool or obtain a transcript from the IRS;
                                                 (b) Unable to obtain a transcript at no cost from the taxing authority of a U.S. territory (Guam, American Samoa, the U.S. Virgin Islands) or
                                              commonwealth (Puerto Rico and the Northern Mariana Islands), or a foreign central government that lists tax account information of the tax filer
                                              for tax year 2015;
                                                 (c) Individuals who filed an amended tax return with the IRS. In addition to the copy of the original 2015 income tax return that was filed with
                                              the IRS, the individual must submit the following documents to the institution:
                                                 1. A transcript obtained from the IRS that lists tax account information of the tax filer(s) for tax year 2015; and
                                                 2. A signed copy of the IRS Form 1040X that was filed with the IRS.
                                                 The copy of the 2015 income tax return must include the signature of the tax filer or one of the filers of a joint income tax return or the signed,
                                              stamped, typed, or printed name and address of the preparer of the income tax return and the preparer’s Social Security Number, Employer
                                              Identification Number, or Preparer Tax Identification Number.
                                                 For a tax filer who filed an income tax return other than an IRS form, such as a foreign or Puerto Rican tax form, the institution must use the
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                                              income information (converted to U.S. dollars) from the lines of that form that correspond most closely to the income information reported on a
                                              U.S. income tax return.
                                                 An individual who did not retain a copy of his or her 2015 tax account information and that information cannot be located by the IRS or other
                                              relevant taxing authority, must submit to the institution—
                                                 (a) Copies of all IRS Form W–2s or an equivalent document;
                                                 (b) Documentation from the IRS or other relevant taxing authority that indicates the individual’s 2015 tax account information cannot be lo-
                                              cated; and
                                                 (c) A signed statement that indicates that the individual did not retain a copy of his or her 2015 tax account information.



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                                              36788                           Federal Register / Vol. 80, No. 123 / Friday, June 26, 2015 / Notices

                                                2 An individual who is required to submit an IRS Form W–2 or an equivalent document but did not maintain his or her copy should request a
                                              duplicate from the employer who issued the original or from the government agency that issued the equivalent document. If the individual is un-
                                              able to obtain a duplicate W–2 or an equivalent document in a timely manner, the institution may permit that individual to provide a signed state-
                                              ment, in accordance with 34 CFR 668.57(a)(6), that includes—
                                                (a) The amount of income earned from work;
                                                (b) The source of that income; and
                                                (c) The reason why the IRS Form W–2 and an equivalent document is not available in a timely manner.


                                              Other Sources for Detailed Information                  DEPARTMENT OF EDUCATION                                revised, and continuing collections of
                                                                                                                                                             information. This helps the Department
                                                 We provide a more detailed                           [Docket No.: ED–2015–ICCD–0082]                        assess the impact of its information
                                              discussion on the verification process in                                                                      collection requirements and minimize
                                              the following resources:                                Agency Information Collection
                                                                                                                                                             the public’s reporting burden. It also
                                                 • 2016–2017 Application and                          Activities; Submission to the Office of
                                                                                                                                                             helps the public understand the
                                              Verification Guide.                                     Management and Budget for Review
                                                                                                                                                             Department’s information collection
                                                 • 2016–2017 ISIR Guide.                              and Approval; Comment Request;
                                                                                                                                                             requirements and provide the requested
                                                                                                      GEAR UP Applications for Partnership
                                                 • 2016–2017 SAR Comment Codes                        and State Grants
                                                                                                                                                             data in the desired format. ED is
                                              and Text.                                                                                                      soliciting comments on the proposed
                                                 • 2016–2017 COD Technical                            AGENCY: Office of Postsecondary                        information collection request (ICR) that
                                              Reference.                                              Education (OPE), Department of                         is described below. The Department of
                                                 • Program Integrity Information—                     Education (ED).                                        Education is especially interested in
                                              Questions and Answers on Verification                   ACTION: Notice.                                        public comment addressing the
                                              at http://www2.ed.gov/policy/highered/                                                                         following issues: (1) Is this collection
                                              reg/hearulemaking/2009/                                 SUMMARY:    In accordance with the                     necessary to the proper functions of the
                                              verification.html.                                      Paperwork Reduction Act of 1995 (44                    Department; (2) will this information be
                                                                                                      U.S.C. chapter 3501 et seq.), ED is                    processed and used in a timely manner;
                                                 These publications are on the                        proposing a revision of an existing                    (3) is the estimate of burden accurate;
                                              Information for Financial Aid                           information collection.                                (4) how might the Department enhance
                                              Professionals Web site at                                                                                      the quality, utility, and clarity of the
                                                                                                      DATES: Interested persons are invited to
                                              www.ifap.ed.gov.                                                                                               information to be collected; and (5) how
                                                                                                      submit comments on or before July 27,
                                                 Electronic Access to This Document:                  2015.                                                  might the Department minimize the
                                              The official version of this document is                                                                       burden of this collection on the
                                              the document published in the Federal                   ADDRESSES: Comments submitted in
                                                                                                      response to this notice should be                      respondents, including through the use
                                              Register. Free Internet access to the                                                                          of information technology. Please note
                                              official edition of the Federal Register                submitted electronically through the
                                                                                                      Federal eRulemaking Portal at http://                  that written comments received in
                                              and the Code of Federal Regulations is                                                                         response to this notice will be
                                              available via the Federal Digital System                www.regulations.gov by selecting
                                                                                                      Docket ID number ED–2015–ICCD–0082                     considered public records.
                                              at: www.gpo.gov/fdsys. At this site you                                                                           Title of Collection: GEAR UP
                                              can view this document, as well as all                  or via postal mail, commercial delivery,
                                                                                                      or hand delivery. If the regulations.gov               Applications for Partnership and State
                                              other documents of this Department                                                                             Grants.
                                              published in the Federal Register, in                   site is not available to the public for any
                                                                                                      reason, ED will temporarily accept                        OMB Control Number: 1840–0821.
                                              text or Adobe Portable Document
                                              Format (PDF). To use PDF you must                       comments at ICDocketMgr@ed.gov.                           Type of Review: A revision of an
                                              have Adobe Acrobat Reader, which is                     Please note that comments submitted by                 existing information collection.
                                              available free at the site.                             fax or email and those submitted after                    Respondents/Affected Public: State,
                                                                                                      the comment period will not be                         Local and Tribal Governments.
                                                 You may also access documents of the
                                                                                                      accepted; ED will ONLY accept                             Total Estimated Number of Annual
                                              Department published in the Federal
                                                                                                      comments during the comment period                     Responses: 545.
                                              Register by using the article search
                                                                                                      in this mailbox when the regulations.gov                  Total Estimated Number of Annual
                                              feature at: www.federalregister.gov.
                                                                                                      site is not available. Written requests for            Burden Hours: 30,460.
                                              Specifically, through the advanced
                                                                                                      information or comments submitted by                      Abstract: Gaining Early Awareness
                                              search feature at this site, you can limit
                                                                                                      postal mail or delivery should be                      and Readiness for Undergraduate
                                              your search to documents published by
                                                                                                      addressed to the Director of the                       Programs (GEAR UP), created in the
                                              the Department.
                                                                                                      Information Collection Clearance                       Higher Education Act Amendments of
                                                Program Authority: 20 U.S.C. 1070a,                   Division, U.S. Department of Education,
                                              1070a–1, 1070b—1070b–4, 1070c—1070c–4,                                                                         1998 (Title IV, section 404A–404H), is a
                                                                                                      400 Maryland Avenue SW., LBJ,                          discretionary grant program which
                                              1070g, 1071—1087–2, 1087a–1087j, and                    Mailstop L–OM–2–2E319, Room 2E103,
                                              1087aa–1087ii; 42 U.S.C. 2751–2756b.                                                                           encourages applicants to provide
                                                                                                      Washington, DC 20202.                                  support and maintain a commitment to
                                                Delegation of Authority: The Secretary
                                                                                                      FOR FURTHER INFORMATION CONTACT: For                   eligible low-income students, including
                                              of Education has delegated authority to
                                                                                                      specific questions related to collection               students with disabilities, to assist the
                                              Jamienne S. Studley, Deputy Under
                                                                                                      activities, please contact James Davis,                students in obtaining a secondary
                                              Secretary, to perform the functions and
                                                                                                      202–502–7802.                                          school diploma and preparing for and
                                              duties of the Assistant Secretary for
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                                              Postsecondary Education.                                SUPPLEMENTARY INFORMATION: The                         succeeding in postsecondary education.
                                                                                                      Department of Education (ED), in                       GEAR UP provides grants to states and
                                                Dated: June 23, 2015.                                 accordance with the Paperwork                          partnerships to provide services at high-
                                              Jamienne S. Studley,                                    Reduction Act of 1995 (PRA) (44 U.S.C.                 poverty middle and high schools. GEAR
                                              Deputy Under Secretary.                                 3506(c)(2)(A)), provides the general                   UP grantees serve an entire cohort of
                                              [FR Doc. 2015–15782 Filed 6–25–15; 8:45 am]             public and Federal agencies with an                    students beginning no later than the
                                              BILLING CODE 4000–01–P                                  opportunity to comment on proposed,                    seventh grade and follow them through


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Document Created: 2015-12-15 14:15:23
Document Modified: 2015-12-15 14:15:23
CategoryRegulatory Information
CollectionFederal Register
sudoc ClassAE 2.7:
GS 4.107:
AE 2.106:
PublisherOffice of the Federal Register, National Archives and Records Administration
SectionNotices
ActionNotice.
ContactJacquelyn C. Butler, U.S. Department of Education, 1990 K Street NW., Room 8053, Washington, DC 20006. Telephone: (202) 502-7890.
FR Citation80 FR 36783 

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