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2014 Tax Extension Financial Aid Form

This document is a 2014 Income Tax Extension Filer's Form for a student applying for financial aid at the University of California, Davis. It requires the student to provide their name, ID number, and estimated income and resources for 2014, including wages, interest, dividends, and other taxable/non-taxable income. The student and parents must sign agreeing to update financial aid forms with actual tax return information once filed with the IRS by November 1st. Aid is only approved for the fall quarter initially and may be revised based on final tax filings.

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8 views1 page

2014 Tax Extension Financial Aid Form

This document is a 2014 Income Tax Extension Filer's Form for a student applying for financial aid at the University of California, Davis. It requires the student to provide their name, ID number, and estimated income and resources for 2014, including wages, interest, dividends, and other taxable/non-taxable income. The student and parents must sign agreeing to update financial aid forms with actual tax return information once filed with the IRS by November 1st. Aid is only approved for the fall quarter initially and may be revised based on final tax filings.

Uploaded by

daaneel
Copyright
© All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd

TXEXT

Financial Aid and Scholarships


University of California
One Shields Avenue
Davis, CA 95616-8596

PHONE: (530) 752-2390


FAX: (530) 752-6667
[Link]

2014 Income Tax Extension Filer's Form


Student aid cannot be released until FAFSA or Dream Act Application information is verified. Please type the required information, or
print clearly in ink. Do not leave any blanks. Submit this form by mail, in person or online by logging into
[Link].
In addition to this form, you must also provide copies of the following documents:
IRS form 4868
2014 W-2s and 1099s
Once you have filed your tax return, update your FAFSA using the IRS Data Retrieval Tool if you are eligible to do so. If you are
ineligible to use the IRS Data Retrieval Tool, submit a copy of your IRS Tax Return Transcript or a signed copy, including all the
schedules, of your 2014 Federal Income Tax Return by the first business day of November. Any aid offered is subject to revision
and cancellation if tax return transcript(s) are not received by this date.
Students Name:

Student ID:
PARENT(S) OR
SPOUSE

INCOME AND RESOURCES


1. Wages (salaries, tips)

STUDENT

Attach a copy of your 2014 W-2 Form(s)

2. Interest Income
(Attach copies of 1099 Forms)

3. Dividend Income
4. Other taxable income
(Alimony, pensions, other real estate and investments, unemployment, capital
gains/losses, royalties, trusts, health savings account deductions)
Specify:

5. Nontaxable income
(Child support, Veterans benefits, IRA/KEOGH plans)
Specify:

6. Business Income
(including self-employment, partnerships, S corporations, and farm income)

TOTAL INCOME

I/We agree to update the FAFSA using the IRS Data Retrieval Tool or submit a copy of my/our IRS Tax Return Transcript or
a signed copy, including all the schedules, of your 2014 Federal Income Tax return to the Financial Aid Office as soon as it is
filed with the IRS, but no later than the first business day of November. Please note that you must wait 2-3 weeks after filing
your taxes to be eligible to use the IRS Data Retrieval Tool.
I/We understand that the student may receive financial aid (based on estimated need) for FALL QUARTER ONLY and the
student's aid may be returned and/or revised if the actual tax information differs from the FAFSA or Dream Act Application.
The information that I reported on this document is true, complete, and accurate to the best of my knowledge. I understand that any
false statement or misrepresentations may be cause for denial, reduction, withdrawal and/or repayment of financial aid.

Student Signature:

Date:

Parent/Spouse Signature:

Date:

INCOMPLETE DOCUMENTS WILL DELAY THE RELEASE OF THE STUDENTS FINANCIAL AID
Publications\1516\TXEXT

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