Financial Aid Forms

All forms are in .pdf format. To access these files you will need Adobe Acrobat Reader .  

The Department of Education announced waivers of documentation requirements for students in certain verification groups.  Currently, these waivers apply to the 2022-2023 academic year only. 

The changes to the verification process will help simplify and speed up the financial aid awarding process for students who submit a 2022-2023 FAFSA.  Students can view their current list of required documents in Online Services.

Please note that the Financial Aid Office will be required to request documentation to resolve any conflicting information on the 2022-2023 FAFSA.  Questions?  Email finaid@wcjc.edu.

Appeal Request Form

 

Award Year 2022-2023 Forms (Use for Fall 2022, Spring 2023, and Summer 2023)

Award Year 2023-2024 Forms (Use for Fall 2023, Spring 2024, and Summer 2024)

 

Requesting a Tax Transcript
 

STUDENTS AND PARENTS MAY SUBMIT A SIGNED  COPY OF AN INCOME TAX RETURN (1040 FORM) OR A TAX TRANSCRIPT FOR VERIFICATION PURPOSES.

Tax filers can request a free copy of their 2020 tax transcript online (For the 2022-2023 FAFSA).

  • Go to https://www.irs.gov/individuals/get-transcript.
  • Click “Get Transcript Online.” 
  • Follow instructions for creating an account or log in.
  • Select "Tax Return Transcript" (not "Tax Account Transcript"). In the Tax Year field, select "2020."
  • Download and print the tax transcript.
  • Sign and submit the tax return transcript to WCJC.  Please include the student's name and WCJC ID number on the tax transcript.

Tax filers can request a free copy of their 2021 tax transcript online (For the 2023-2024 FAFSA).

  • Go to https://www.irs.gov/individuals/get-transcript.
  • Click “Get Transcript Online.” 
  • Follow instructions for creating an account or log in.
  • Select "Tax Return Transcript" (not "Tax Account Transcript"). In the Tax Year field, select "2021."
  • Download and print the tax transcript.
  • Sign and submit the tax return transcript to WCJC.  Please include the student's name and WCJC ID number on the tax transcript.

The FATV video below gives more details about requesting a tax transcript for verification.

Verification of Nonfiling of Taxes
 

As part of the verification process for financial aid, the Department of Education requires that people who do not file taxes submit an IRS letter of non-filing status to the Wharton County Junior College Office of Financial Aid.

The request for an IRS Verification of Nonfiling Letter can be made online at the IRS website using the instructions below.

  • Under Tools, click “get a tax transcript”.
  • Click “Get Transcript ONLINE."
  • Enter the non-filer’s Social Security Number (you can use your ITIN or EIN), e-mail address, filing status, account numbers for loan or credit card associated with your name, and mobile phone associate with your name. This information will be used to verify your identity with the IRS.
  • Click “Continue”.
  • Select “Verification of Nonfiling Letter” and in the tax year field select 2020 (for the 2022-2023 FAFSA) or 2021 (for the 2023-2024 FAFSA).
  • If successfully validated, you will be able to view your IRS Verification of Nonfiling Letter, which can then print it out for submission.
  • Sign and submit the letter to WCJC.  Please include the student's name and WCJC ID number on the letter.

STUDENTS AND PARENTS MAY SUBMIT A SIGNED STATEMENT OF NONFILING FOR VERIFICATION PURPOSES.   If the parent, student, or spouse attempts but is unable to obtain the verification of nonfiling from the IRS or other relevant tax authority, WCJC may accept the following:

1) A signed statement certifying that the individual:

  • Attempted to obtain the verification or confirmation of nonfiling from the IRS or other tax authority and was unable to obtain it, and
  • Has not filed and is not required to file an income tax return for the tax year being verified, and give a reason (example:  "I did not work."); and
  • Listed the sources and amounts from each source of any income earned from work by the individual for the tax year being verified.

2) A copy of IRS Form W-2, or an equivalent document, for each source of employment income received by the individual for the tax year being verified.

The FATV video below gives more details about the verification of nonfiling.

How To Submit Forms to the WCJC Financial Aid Office
 

The WCJC Financial Aid Office accepts forms in the following ways:

  • Fax 979-532-6937
  • Attached to an email finaid@wcjc.edu.
  • Delivered in person at any campus
  • Mailed to WCJC Financial Aid Office, 911 Boling Hwy, Wharton, TX 77488

The 2022-2023 Signature Page must be hand-delivered or mailed and must have an ink signature.  A photocopy or fax of this document will not be accepted.

The 2023-2024 Signature Page must be hand-delivered or mailed and must have an ink signature.  A photocopy or fax of this document will not be accepted.

Special Condition Request
If your family has experienced a significant reduction in income, you can request a Special Condition Request form from finaid@wcjc.edu. Your financial aid file will need to be complete and reviewed before a Special Condition Request will be considered. Submission of a Special Condition Request does not guarantee recalculation of award.

 

 

 

 

 

 

 

 

                 

  

 

  

 

 

 

 

 

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