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IRS Tax Return Transcript Request 
* To obtain a 2012 IRS Tax Return Transcript, go to www.IRS.gov and click on the "Order a Return or Account Transcript" link, or call 1-800-908-9946. Make sure to request the "IRS Tax Return Transcript" and not the "IRS Tax Account Transcript." Use the Social Security Number and date of birth of the first person listed on the 2012 IRS income tax return, and the address on file with the IRS (normally this will be the address used on the 2012 IRS income tax return). In most cases, for electronic filers, a 2012 IRS Tax Return Transcript may be requested from the IRS within 2-3 weeks after the 2012 IRS income tax return has been accepted by the IRS. Generally, for filers of 2012 paper IRS income tax returns, the 2012 IRS Tax Return Transcript may be requested within 8-11 weeks after the 2012 paper IRS income tax return has been received by the IRS.

FAFSA Guide for Students and Parents

PREPARE 

 (October - February)

Check out this video from the U.S. Department of Education Office of Federal Student Aid,  to learn how the Free Application for Federal Student Aid (FAFSA) gives you access to grants, loans and work-study jobs that can help fund your education. Visit StudentAid.gov to learn more.

  • Apply for Admission
    (http://www.pacific.edu/apply)
        
  • Apply for a PIN number
    (http://www.pin.ed.gov)
    Your parent's will also need to apply for a PIN number. Keep this number as it will be the same PIN each year to complete the FAFSA. You will also use these PINs to complete the Master Promissory Notes.
     
  • To complete FAFSA you will need the following information for both parent and student:
    • SSN #'s 
    • Dates of Birth 
    • Tax information, including W2s
    • You may estimate tax information and update the FAFSA once your tax return has been filed.
          
  • Complete a FAFSA Worksheet before starting your FAFSA application
    (http://www.fafsa.ed.gov/fotw1213/pdf/fafsaws13c.pdf)
    • The FAFSA worksheet is not required, but may be helpful when completing the FAFSA

 

 


    FILE

    FAFSA Web Site Beginning Jan 1, you can begin completing the FAFSA form at http://www.fafsa.ed.gov/

    (January 1 - March 2)
    Priority filing deadline for all incoming students is February 15 
    Deadline for Cal Grant Application (CA Residents only) is March 2

    • Complete FAFSA Application.
      Make sure FAFSA is signed with both student and parent PIN.
      (www.fafsa.ed.gov)
          
    • Tips for completing the FAFSA
      • Name and Social Security Number
        Enter your name and Social Security Number exactly as they appear on your Social Security card. 

      • Degree or certificate
        Unless you will be a graduate student, a professional Pharmacy student, or a fifth-year teaching credential student when you enter Pacific, indicate 1 (1st bachelor's degree) 

      • Grade level
        Entering Freshmen:
        Indicate 0 (never attended college/first year undergraduate), even if you have college units earned while in high school.
        Transfer Students (including freshmen attending another college or university in Fall 2012):
        Estimate your grade level at Pacific, counting transferable units, only.

      • First bachelor's degree before July 1, of your incoming year?
        If you will not have a four-year college degree when you enter Pacific, indicate No. 

      • Highest school your father and mother completed
        Answer about both your birth parents (or adoptive parents). 

      • Legal Guardian
        The definition of legal guardianship does not include your parents, even if they were appointed by a court to be your guardians. You are also not considered a legal guardian of yourself. By answering "Yes" it means you can provide a copy of the court's decision giving you this legal status. 

      • Student's financial information
        All students must fill out this section, even if you don't have any income, savings, or investments and do not file a tax return. If an item does not apply to you, enter 0. 

      • Federal school code & housing plans
        University of the Pacific's School Code is 001329. 

      • Read, sign, and date:
        If parent information is required on your FAFSA, a parent PIN is also required.
        (http://www.pin.ed.gov)

      • If a California resident, make sure your High School has submitted your GPA Verification to the California Student Aid Commission.
        (www.webgrants4students.org)

    FAFSA Help Desk 1-800-433-3243

     


     

    VERIFICATION

    (March  - July )

    • If you filed a tax return
    • If your parents filed a tax return
      • Submit a copy of your parent's 2012 IRS Tax Return Transcript. (How do I order a Tax Return Transcript?)
        (For Example: If you are applying/entering for the 2013-2014 school year, you will need to submit a copy of the 2012 IRS Tax Return Transcript.)
      • Submit copies of Parents W-2 Forms
          
    • If you or your parents DID NOT file a federal tax return

     


      FOLLOW-UP

      (May - July)

      • Have all requirements listed under the Financial Aid section of your insidePacific been resolved (i.e. "signed off") with an "R" status?
        **Aid is estimated until all requirements have been resolved/ signed off
           
      • Have you reviewed and accepted/declined your financial aid award, including desired loan amounts, located on your insidePacific? 


      • Stafford Loans
        Have you completed BOTH the Entrance Counseling and the Master Promissory Note? (www.studentloans.gov)
        (You do not need to complete the "Financial Awareness Counseling".)
         
      • If you have been awarded a Cal Grant, have you completed the "High School Graduation Certification Form"?
        This can be completed at webgrants4students.org
      • Does your Parent want to apply for the Federal PLUS Loan? This is not automatically awarded, an application must be completed.
        Your parent may apply online at www.studentloans.gov.

       


       

        RENEW- For Continuing Students Only

        (January  - March 2) 

        • Continuing Pacific Students March 2nd Deadline
          Complete FAFSA Renewal Application. Make sure FAFSA is signed with both student and parent PINs, if required.

        • Grade Level
          • Continuing Pacific students should indicate their projected grade level for Fall 2013 (i.e. counting in courses that will be completed at the end of Spring).

        • California Students 
          • If you are a continuing student who had a Cal Grant last year, the Registrar's Office will automatically submit your GPA Verification.
          • If you did not receive a Cal Grant last year and are applying for one this year, you are responsible for requesting a GPA Verification. 
            • More than 24 units earned at Pacific - Request from Pacific's Registrar's Office
            • Less than 24 units earned at Pacific - Request from High School or Prior College

        • Tax Returns for Continuing Students
          Returning students do NOT need to submit tax returns, unless requested by the Financial Aid Office