Financial Aid Forms and Directions

Financial Aid

Forms and Directions

The Department of Education or Montana Tech may select your Free Application for Federal Student Aid (FAFSA) for a process called verification. If you are selected for verification, Montana Tech must review certain information for accuracy and completeness. If selected, you will be notified by e-mail and regular mail with the required documentation. Below, you can find the verification worksheets and directions for obtaining IRS tax information.

If your FAFSA was submitted using estimated tax information, please review the directions for using the IRS Data Retrieval Tool to update your FAFSA.

IRS Data Retrieval Tool

You can use the Data Retrieval Tool to obtain the IRS tax information you need to update your FAFSA for the 2018-2019 and 2019-2020 academic years.

Submitting your FAFSA using the IRS Data Retrieval Tool allows you to transfer information directly from the IRS to your FAFSA.  Read these instructions on using the IRS Data Retrieval Tool through FAFSA, or watch this video to learn more about how to use this tool.



There are a few scenarios in which students and parents are ineligible to use the IRS Data Retrieval Tool, such as:

  • The student/parent is married, and either the student/parent or his/her spouse filed as Married Filing Separately.
  • The student/parent is married, and either the student/parent or his/her spouse filed as Head of Household.
  • The parents’ marital status is “Unmarried and both parents living together.”
  • The student/parent filed a Puerto Rican or foreign tax return.

Any students or parents who meet the above criteria will need to enter their tax return information manually and will need to request an IRS Tax Transcript or provide us with a signed copy of your federal tax return, if selected for verification.

Students or parents who filed their tax returns electronically within the last three weeks, or through the mail within the last 11 weeks, might need to enter their tax return information manually as their tax return information might not be available for transfer from the IRS. If the file is selected for verification, either the IRS Data Retrieval Tool will need to be used to transfer the tax return information or an IRS Tax Transcript will need to be request or you will need to provide us with a signed copy of your federal tax return.


Tax Transcript

If you are unable to use the IRS Data Retrieval Tool and your financial aid file is selected for verification, you will need to submit a Tax Transcript from the IRS or a signed copy of your tax return to our office. Requesting a Tax Transcript is free of charge.

Dependent vs. Independent Students

Dependent Students
If you are considered a dependent student by Federal Regulations and have been selected for a process called verification, you must complete the Dependent Verification Worksheet and do one of the following:
  1. Update FAFSA using the IRS Data Retrieval Tool; or
  2. Request a Tax Transcript directly from the IRS for both student and parent; or
  3. Provide signed copies of federal tax returns for both student and parent.
Independent Students
If you are considered an independent student by Federal Regulations and have been selected for a process called verification, you must complete the Independent Verification Worksheet and do one of the following:
  1. Update the FAFSA using the IRS Data Retrieval Tool; or
  2. Request a Tax Transcript directly from the IRS; or
  3. Provide a signed copy of your federal tax return.

Other Forms

Satisfactory Academic Progress for Financial Aid

The following form must be completed if you wish to appeal your financial aid suspension.