Applicant and family financial information

Dependent Applicant (claimed on parent/guardian(s) IRS 2023 1040 tax form) —For those aged 26 or younger – that is , born on or after Jan. 1, 1997 – parental information is required. Dependent applicants must submit their parent’s tax information, 2023 1040 tax returns, 2023 W2s or 1099 if they did not receive a W2. If the applicant’s family has not filed taxes for the 2023 tax season then they must submit the I RS Form 4868. Applicants are also required to submit tax return information for themselves and their spouse (if married).
Independent Applicant (not claimed on parent/guardian(s) IRS 2023 1040 tax form) — For those aged 26 or older, born before Jan. 1, 1997, no parental information is required. Independent applicants must submit for themselves and their spouse (if married) 2023 1040 tax returns, 2023 W2s or 1099 if did not receive a W2. If the applicant and spouse (if married) have not filed for the 2023 tax season, the applicant must submit the IRS Form 4868.
Parent/Guardian Information (divorce/separated) — If the applicant’s parents/guardians are divorced/separated, and the applicant is aged 26 or younger – that is born after Jan. 1, 1997 –then the applicant is required to report the income for both parents/guardians (no exceptions). If the parents/guardians are separated/divorced and neither have filed a tax return for 2023, the applicant is required to submit the IRS Form 4868 for the parents/guardians who have not filed tax returns (no exceptions).