Annual Income Recertification Filing & Submission

Upload these only when the form sends you to Section 5B. Keep the packet small. One pay stub, one employer letter, or the most recent tax return is enough. For a tax return, the main Form 1040 pages or an IRS tax return transcript are enough, not every schedule. A pay stub or employer letter must be dated within 90 days of today. A FFEL loan, or no Section 5A consent, uses the tax return instead. If you and your spouse have no taxable income, you can skip the upload or attach a signed statement. Include your spouse's documents when your spouse has taxable income. PDF, JPEG, PNG, or an iPhone photo. Files are combined into one fax. The fax is not split. More than 20 income pages cannot be sent.