2019-2020 Student Rollover Clarification Form

On the FAFSA you indicated that some or all of your (and/or your spouse's if married) 2017 untaxed IRA and/or Pension/Annuity disbursement shown on your 1099-R(s) was a rollover. You must complete and submit the Student Rollover Clarification form to confirm or correct the information on the FAFSA.

If you need to submit a 1099-R and cannot get a copy of the original, you may use IRS form 4506-T (box 8) to request a copy.