Within StudentForms, students who are selected for V1 or V5 verification groups may receive a Verification Form (2018-2019 and beyond) or Household Form (2017-2018 and Prior) 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 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 01 for all IRS Data Field Flags except the IRS Data Field Flags of Student IRS IRA Distributions and Student IRS Untaxed Pensions which may have a value of 02. 
    • This also requires the student to complete an additional signed statement for rollover amounts.
  • IRS DRT Code of 07 and IRS Data Field Flags are 01 for all IRS Data Field Flags.
    • This requires the student and/or spouse to provide a signed Federal IRS Form 1040X
  • 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 01 for all IRS Data Field Flags except the IRS Data Field Flags of Parent IRS IRA Distributions and Parent IRS Untaxed Pensions which may have a value of 02. 
    • 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 01 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.