Within StudentForms, students who are selected for V1 or V5 verification groups may receive a Verification web form to complete for their verification worksheet.  These web forms are specific to each student and the student may be required to complete different sections of the form based on ISIR information. 


This includes:

  • Dependency Status
  • Verification Tracking Group
  • IRS DRT Code
  • IRS Data Field Flags
  • Auto Zero EFC Flag


Household Section

The household section may not appear if the student meets certain requirements for their marital status and household size. The same for the parents of a dependent student. For more information about this verification requirement please see the AVG page 88


  • The school may request a setting enabled in their environment to always require the household section. Please contact your CSM if you would like this option enabled.


Student Taxes Section

The Taxes section for the student does not appear in the following situations, but may require additional documentation.

  • IRS DRT Code of 02
  • IRS DRT Code of 03 and IRS Data Field Flags are 1 for all IRS Data Field Flags except the IRS Data Field Flags of Student IRS IRA Distributions Data Field Flag, and/or Student IRS Untaxed Pensions Data Field Flag which may have a value of 2. 
    • When either of the two data field flags above have an 2 and the student is selected for verification, this requires the student to complete an additional signed statement for rollover amounts. AVG Page 85 and Program Integrity VI-Q4
    • The August 7, 2017 Electronic Announcement details the logic for how rollovers are reported when using the DRT.
    • If the IRS Request Flag is 03, as long as the IRS Data Field Flags remain 1 except for the two fields above, these may be considered verified and additional information is not required as part of minimum verification requirements. AVG page 15
  • IRS DRT Code of 07 and IRS Data Field Flags are 1 for all IRS Data Field Flags.
  • For a dependent student with AutoZero EFC, the student taxes section does not appear regardless of DRT code.


Parent Taxes Section

The Taxes section for the parent does not appear in the following situations, but may require additional documentation.

  • IRS DRT Code of 02
  • IRS DRT Code of 03 and IRS Data Field Flags are 1 for all IRS Data Field Flags except the Parent IRS IRA Distributions Data Field Flag, and/or Parent IRS Untaxed Pensions Data Field Flag which may have a value of 2. 
    • This also requires the parent(s) to complete an additional signed statement for rollover amounts.
  • IRS DRT Code of 07 and IRS Data Field Flags are 1 for all IRS Data Field Flags.
    • This requires the parent(s) to provide a signed Federal IRS Form 1040X


Once the student completes their web form, based off of the information provided by the student or the options chosen within the web form, StudentForms may require additional documentation to be uploaded by the student into StudentForms. 


For more information on the tax documents required based on the options chosen in the taxes section of the web form, please click here.


Attached is an example of an Independent Verification Form and a Dependent Verification Form.


Please note: There may be some instances when a subsequent ISIR will cause the verification web form to be rejected. These instances are when a section does not appear in the verification form based on one of the above conditions. If the subsequent ISIR no longer meets the conditions to skip the section, the verification web form is rejected back to the student to provide the new required information.


Below are some examples but are not limited to:


  • Independent student meets the requirements to not verify household size/number in college at the time of verification web form completion. I.E. Single and 1/1 household size/number in college. Subsequent ISIR changes household size to 2/1. Student is now required to verify their household size/number in college.
  • Dependent student meets the requirements to not verify household size/number in college at the time of verification web form completion. I.E. Parents marital status is Married and household size is 3/1. Subsequent ISIR changes household size to 4/2, verification of household size/number in college is required.
  • Dependent Student has auto zero efc flag on ISIR and is not required to verify Dependent Student's income information. Subsequent ISIR removes auto zero efc flag, student is now required to verify income information.
  • Student and/or parent IRS DRT was 02. Subsequent ISIR changes IRS DRT to 06, because the student changed something to make them no longer eligible to use the IRS DRT, they must provide tax transcripts.