Verification

A number of financial aid applicants, selected by both the federal government and Baruch College’s Financial Aid Services, may be required to document their household size, number in college, income, taxes paid, and assets. Students chosen for verification will not have their financial aid awards calculated until this process is completed and any conflicting information is resolved. Baruch College is required to refer all cases of suspected fraud to the U.S. Department of Education Office of the Inspector General.

Why Have I Been Selected for Verification? What Type of Paperwork Is Required?

Students who have committed to Baruch College will receive an email notification listing the paperwork required. Common requested documents include—but are not limited to—federal IRS tax return transcripts for student and parent(s), current bank account statements, proof of value if a business is owned, proof of value if rental real estate property is owned, and investment information. You may obtain an IRS Tax Return Transcript online.

How to Request IRS Verification of Non-filing

If you have ever filed a tax return in a prior year, you can request an IRS Verification of Non-filing here.

If you have never filed a tax return in a prior year, you can only request verification of non-filing from the IRS using the 4506-T form – Request for Transcript of Tax Return. The completed document can be faxed/mailed as instructed on the form.

All requested documents that our office may ask for must be photocopies that our office can keep in your file.

Is There a Deadline to Submit Paperwork?

Yes. All required documents must be submitted within two weeks of notification. The deadline for verification materials for the 2022-2023 award year is September 16, 2023, or 120 days after the student’s last day of enrollment, whichever is earlier. We recommend that you submit all requested documentation before the beginning of the academic year to finalize your award status. Note: Only currently enrolled students can submit professional judgment requests (income adjustments).

Submitting Verification Forms and Other Documents

Please navigate to your CUNYfirst Student Services Center to review your financial aid ‘to-do’ list and any forms/additional paperwork you must submit.

For 2022-2023 AND 2023-2024 verification forms (including EFC appeals), please navigate to Student Forms. Only committed or continuing Baruch students can access Student Forms.
For the 2022-2023 Unusual Enrollment History form, please navigate here.
For the 2023-2024 Unusual Enrollment History form, please navigate here.