If an applicant is selected for verification or institutional review and was not able to successfully use the Future Act Direct Data Exchange process, they will be required to submit a signed copy of their respective year tax return (Form 1040 and any associated schedules) or an official IRS Tax Return Transcript in order to complete their review process.
Requesting Transcripts
The IRS.gov website has a new service called that allows tax filers to obtain an immediate PDF download of their tax return transcript. Once you have been able to download a copy of the Tax Return Transcript, you will need to upload it in StudentForms (see the student "To-Do" checklist in my.°ÄÃÅÁùºÏ²ÊÔ¤²â).
Important items to remember:
- Be sure to request a Tax Return Transcript and not a Tax Summary or a Tax Account Transcript, which do not contain the comprehensive tax data needed from the filer’s original Form 1040.
- Signatures on transcripts are not required but encouraged.
- Please make a copy for your records prior to sending to °ÄÃÅÁùºÏ²ÊÔ¤²â.
- If you request a transcript using Form 4506 or 4506-T, Line 5 allows for a "3rd party recipient". If you enter °ÄÃÅÁùºÏ²ÊÔ¤²â's mailing address, the transcript will be sent directly to °ÄÃÅÁùºÏ²ÊÔ¤²â.
Laura Lee Blanton Building
Division of Enrollment Services - Financial Aid
Financial Aid
PO Box 750181
Dallas, TX 75275-0181