2026-2027 Parent IRA Pension Rollover Verification Form

2026-2027 Parent IRA/Pension Rollover Verification Form
Student Name*
ECC ID or SSN*
Parent Name*
Email*
example@example.com
Your parent indicated on your 2026-2027 FAFSA an amount of untaxed IRA or pension distributions received in 2024. The untaxed portion of an IRA or pension distribution must be reported as untaxed income on the FAFSA unless it was a rollover into another qualified retirement plan.

Please have your parent review their 2024 federal tax return and complete the section below listing the amount of untaxed IRA or pension distributions which were rolled over into another qualified retirement plan. If the answer is none, please write zero.

Untaxed IRA or Pension Distribution = IRS Form 1040 (lines 4a + 5a) minus (lines 4b + 5b)
Total from 2024 Federal Tax Return*
Amount of Total that was a Rollover***
** If an amount was rolled over, please provide a copy of the 2024 IRS Form 1099-R to verify the amount that was rolled over.
Should be Empty:

2026-2027 Parent IRA/Pension Rollover Verification Form