W2 Documentation

• Student
• Parent/Mother/Father

Student

While 2008 PARENT Federal W2 information is ALWAYS required if you are applying for need-based grant assistance, you will notice that in most cases we DO NOT require 2008 student W2 information. This is because our determination of any assessed parental resources from income is based on prior tax year data, while our determination of your student contribution from income is based on your projected summer 2009 income. Therefore, the student's prior tax year data is not relevant for how we award our institutional need-based aid.

Having said this, if your application is randomly selected to participate in either the Federal or Institutional Verification processes. we will contact you and ask you to submit your 2008 Federal tax form and W2 information as part of these processes. In order to be considered complete, the total amount of your W2s must match the amount reported for "Income Earned from Work" on the federal tax return that was filed. Other than for these specific auditing purposes, we ask that you DO NOT submit your (the student) 2008 Federal tax returns or W2's. Students who accidentally submit these documents when not required should understand that they will be destroyed.

Parent/Mother/Father

If you are applying for HLS need-based grant assistance and your parent(s) were required to file a U.S. Federal tax return in 2008, then you are required to submit their complete Federal W2 documentation to HLS Student Financial Services.

Complete documentation entails:

• All W-2's (the total dollar value of the W-2's should match the amount reported for "Income Earned from Work" on the Federal tax return you filed)
• If your parents' do not have W2s we will remove this as a required document once we receive the Federal Tax Return (1040) and verify there is no amount reported for "Income Earned from Work".
• If, upon receipt, we determine that your parents' W-2 documentation is not complete, you will see this document listed as "Incomplete" on the "Documents" tab of My HLS Financial Aid. Once you provide all of the missing pieces, we will update the document status to "Received".