Forms and Resources

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Electronic Student Forms

Verification is a process used to confirm that the data reported on your FAFSA is accurate.  About 30% of students are selected for verification by the U.S. Department of Education.  You will be asked to provide documentation to support the information reported on the FAFSA.

TAMUSA is utilizing ProVerifier+, an automated verification software solution powered by ProEd Solutions.  Students can complete verification from their smartphone, tablet, or computer.

If you are selected for verification, you will be notified by an email to your TAMUSA email address.  Also, there will be a Verification item on your financial aid checklist in JagWire.  Log in to ProVerifer and see what documents are required.  You will be required to submit documentation such as Federal Tax Transcripts, W2s, and a verification worksheet by the deadline presented.  Financial aid will NOT disburse to your account until your documentation is submitted and reviewed.

Note:  The priority deadline is April 15, 2024.  The following steps must be completed before April 15, 2024 to be considered for priority awarding.

 

Verification Steps

  1. Activate your ProEd Account using the email notification sent to your TAMUSA email address. The email will come from fpu@proverifier.proed.org.
  2. In ProVerifier+ review the dashboard to see items that need to be completed.
  3. Carefully complete and submit each outstanding item. Most items can be completed online and signed electronically.
  4. You will be able to request your IRS Tax Transcript inside the ProVerifier+ system.
  5. Upload any documents if necessary.
  6. Student Financial Services will review your materials and notify you of missing or incomplete items

 

What is the IRS Data Retrieval?

The IRS Data Retrieval is a feature of the FAFSA on the web, which links your FAFSA with your already filed federal tax information through the IRS.  You may update your FAFSA by linking to your federal taxes and pulling your tax data directly from the IRS “auto-filling” the tax portion of your FAFSA.  Taxes submitted electronically require 2-3 weeks before they can be requested.  If they were submitted by paper, they will require up to 8-11 weeks.  If you do not wish to complete the IRS Data retrieval and are required for verification, you must contact the IRS to request a copy of a student and/or parent’s IRS tax transcript to provide to Student Financial Services (See below, “Requesting an IRS transcript”). 

 

What if I Cannot Complete the IRS Data Retrieval?

If you cannot complete Step 1 (above), you may request an IRS transcript and submit it to Student Financial Services.  You must request an IRS transcript if:

  • You (or your parent) did not use the IRS Data Retrieval Process either at initial FAFSA filing or through subsequent corrections.
  • You changed information after using the IRS Data retrieval process.
  • Your tax status is “Married, filing separately”.
  • Your parents filed separate tax returns.
  • You (or your parents) had a change in marital status after the end of the tax year on December 31.
  • You (or your parent) filed an amended tax return.
  • You filed taxes outside the U.S.

 

Requesting an IRS Transcript

  1. On the IRS website choose “Get Transcript of Your Tax Records” or call 800.908.9946 FREE and request the transcript by phone. You may also request one in writing by completing the IRS form 4506T-EZ and mailing it to the IRS.
  2. Select the method by which you wish to receive your Tax Return Transcript.
  3. Fill in the requested information and request the (TAX) Return Transcript.
  4. Once you receive your transcript submit it to Student Financial Services for verification.

 

TASFA students:

Financial aid documents for all TASFA students can be submitted by uploading your documents using the online inquiry form.  

All TASFA forms can be found at tamusa.edu/TASFA

 

Financial Aid Resources

Bookstore Credit

Students who have completed the financial aid process and are awaiting the arrival of their aid may be eligible to use a portion of their anticipated aid to purchase textbooks at the Bookstore prior to the start of the term.

Financial Aid Glossary

Use the glossary to find financial aid terms that will be important to you as a student.

Consortium Agreement

Texas A&M University-San Antonio offers students the opportunity to participate in a Consortium Agreement when they are dually enrolled at A&M-SA and the Alamo Colleges in the same semester.

Student Consumer Information

The Higher Education Opportunity Act (HEOA) requires colleges and universities that participate in federal student financial aid programs to disclose certain information to current and prospective students, and to university employees.

Terms and Conditions

The terms and conditions apply to all students receiving financial aid.

Special Circumstances

We understand that sometimes your FAFSA does not accurately reflect you or your family’s ability to pay for college. A Special Circumstance Request may result in additional or increased federal grants (Pell/SEOG), state grants (Texas Grant), and/or need-based loans (subsidized loans)

Other Forms Not Available Electronically & Additional Resources

Terms and Conditions

As a student you have the right and responsibilities of understanding your financial aid.