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Financial Aid Checklists

FAFSA/IRS Retrieval Instructions

Please view this video for detailed instructions on how to use the IRS Data Retrieval process.

http://youtu.be/8hZ8ehIx2Q8

Take advantage of our must-do checklists to help your financial aid process go smoothly.

Checklists

New/Prospective Undergraduate Students

  • Apply to colleges.
  • Obtain a Personal Identification Number (PIN) from the U.S. Department of Education at www.pin.ed.gov.
  • Complete and submit the Free Application for Federal Student Aid at www.fafsa.gov. Nazareth College's priority deadline is February 15th and our school code is 002779. Note: In the event that you have filed your federal tax return at least two weeks prior to submitting the FAFSA, we strongly encourage using the IRS Data Retrieval process when completing the FAFSA.
  • New York State residents, complete the Express TAP application (ETA) online immediately following submission of the FAFSA, or at www.tapweb.org. Nazareth College's TAP undergraduate school code is 0525.
  • Review your Student Aid Report (SAR) from the FAFSA for accuracy. If necessary, follow directions on your SAR to make changes.
  • Investigate outside sources of financial aid for college.
  • Receive acceptance letters and financial aid awards from colleges/universities. Review any accompanying information and contact the Office of Financial Aid or Admissions with questions.
  • Fulfill admissions/housing deposits by the college deadline. (May 1st for Early Action and Regular Decision).
  • If your FAFSA is selected for verification, by the U.S. Department of Education, the financial aid office will contact you to request particular information. If federal tax return information needs to be verified, you must correct your FAFSA and authorize income verification through the IRS Data Retrieval process.
  • Notify the Office of Financial Aid of any outside scholarships/grants that you have or will receive.
  • Complete Entrance Counseling for any Federal Direct Stafford Loan you have accepted.
  • Complete your Master Promissory Note for any Federal Direct Stafford Loan you have accepted.
  • If you are accepting a Perkins loan for the first time at Nazareth, complete your Perkins Loan entrance counseling and Master Promissory Note.
  • Complete any necessary paperwork, such as payment plan forms, PLUS loan applications, and/or private loan applications. Click here for Additional Financing Options.
  • Be alert to any billing notices and payment information provided by the Student Account's Office. (For fall term, sent during the first week of July, due in first week of August.)

Returning Undergraduate Students

  • Using your Personal Identification Number (PIN) from the U.S. Department of Education (if you have misplaced your pin, you can get a reminder at www.pin.ed.gov).
  • Complete and submit the Free Application for Federal Student Aid at www.fafsa.gov two weeks after submission of your federal income tax returns. It is highly recommended that you authorize income verification through the IRS Data Retrieval process on the FAFSA in order to avoid being selected for federal income verification later in the process. Nazareth College's priority deadline is May 1 (April 1 for summer enrollment) and our school code is 002779.
  • New York State residents must complete the Express TAP application (ETA) online following the FAFSA, or the paper application mailed to you, or at www.tapweb.com. Nazareth College's undergraduate TAP school code is 0525.
  • Complete a Direct Loan Master Promissory Note(e-MPN) at www.studentloans.gov
  • If your FAFSA is selected for verification,by the U.S. Department of Education, the financial aid office will contact you to request particular information. If federal tax return information needs to be verified, you must correct your FAFSA and authorize income verification through the IRS Data Retrieval process.
  • Review your Student Aid Report (SAR) from the FASFA for accuracy. If necessary, follow directions on your SAR to correct inaccurate items.
  • Investigate private resources of financial aid for college.
  • Promptly respond to any school requests for additional information or documents, such as copies of federal tax returns.
  • Notify the Office of Financial Aid of any outside scholarships, grants, or other resources you have received or will receive.
  • Receive your financial aid award notice listing estimated aid eligibility. You will be notified via Nazareth College email. Awards will be available on NazNet. Review any accompanying information and contact the Office of Financial Aid with any questions.
  • If you want to decline any or all of your financial aid offer, do so on NazNet.
  • Complete any financing options paperwork needed, such as payment plan form, Federal Direct Parent PLUS Loan application, and/or private alternative student loan application. Click here for Additional Financing Options.
  • Be alert to any billing notices and payment information provided by the Student Accounts Office.

New/Prospective Graduate Students

  • Apply to colleges.
  • Obtain a Personal Identification Number (PIN) from the U.S. Department of Education at www.pin.ed.gov.
  • Complete and submit the Free Application for Federal Student Aid at www.fafsa.gov two weeks after submission of your federal income tax returns. It is highly recommended that you authorize income verification through the IRS Data Retrieval process on the FAFSA in order to avoid being selected for federal income verification later in the process. Nazareth College's school code is 002779.
  • Review your Student Aid Report (SAR) from the FAFSA for accuracy. If necessary, follow directions on your SAR to make changes.
  • If your FAFSA is selected for verification, by the U.S. Department of Education, the financial aid office will contact you to request particular information. If federal tax return information needs to be verified, you must correct your FAFSA and authorize income verification through the IRS Data Retrieval process.
  • Receive your financial aid award notice listing estimated aid eligibility. You will be notified via Nazareth College email. Awards will be available on NazNet.
  • If you want to reject all of your Federal Direct Stafford Loans, do so on NazNet.
  • If you wish to reduce the amount of any Federal Direct Stafford Loan, please call the Financial Aid Office at (585)389-2310 or email us at finaid@naz.edu.
  • Complete any additional financing paperwork needed, such as payment plan forms, Federal Direct GRAD PLUS Loan applications, and/or private alternative student loan applications. See Additional Financing Options for more information.
  • Be alert to any billing notices and payment information provided by the Bursar's Office. (For fall term, sent during the first week of July, due in first week of August.)

Returning Graduate Students

  • Using your Personal Identification Number (PIN) from the U.S. Department of Education (if you have misplaced your pin, you can get a reminder at www.pin.ed.gov).
  • Complete and submit the Free Application for Federal Student Aid at www.fafsa.gov. Nazareth College's priority deadline is May 1st (April 1st for summer sessions) and our school code is 002779.
  • Complete a Direct Loan Master Promissory Note(e-MPN) at www.studentloans.gov
  • Review your Student Aid Report (SAR) from the FASFA for accuracy. If necessary, follow directions on your SAR to correct inaccurate items.
  • If your FAFSA is selected for verification, by the U.S. Department of Education, the financial aid office will contact you to request particular information. If federal tax return information needs to be verified, you must correct your FAFSA and authorize income verification through the IRS Data Retrieval process.
  • Receive your financial aid award notice listing estimated aid eligibility. You will be notified via Nazareth College email. Awards will be available on NazNet.
  • If you want to decline all of your Federal Direct Stafford Loans, you may do so on NazNet. If you wish to reduce your Federal Direct Stafford Loans, please contact the Financial Aid Office at (585)389-2310 or email us at finaid.naz.edu.
  • Complete any additional financing paperwork needed, such as payment plan forms, Federal Direct GRAD PLUS Loan applications, and/or private alternative student loan application. Detailed information on Additional Financing Options.
  • Be alert to any billing notices and payment information provided by the Student Accounts Office.
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