Financial Aid Document Instructions
Verification Documents
Verification Documents are submitted through the Pro-Verifier Portal. The video below provides instructions. Below the video are the answers to a few frequently asked questions.
See the verification page for more information about this process required by federal law
Verification Documents: Frequently Asked Questions
I got an email from ProVerify, what do I do now?
ProVerify is Santa Fe College's official partner for completing the financial aid verification process. If you received an email from them the Federal Government has selected you for verification.
- Use the link in the email to log into the ProVerify Portal. You will use your eSantaFe username and password to access the portal.
- Once in the portal, review what documents must be completed. Most required documents can be filled out or requested from the IRS (See "What is IRS Form 4506?" below) in the portal.
- One document, the Identity and Statement of Educational Purpose, must be presented in person or mailed after being notarized. Follow the instructions on this orm exactly.
- You can monitor the progress of your verification file within the ProVerify portal. Check back regularly as more documents may be required (See "Why am I being asked to request additional documents from the IRS?" below).
How do I complete the Identity and Statement of Educational Purpose form?
There are two options to complete the Identity and Statement of Educational Purpose form:
- Bring the form in person to the Financial Aid Office on the Northwest Campus. You will present a valid government ID to a financial aid team member and sign the statement of educational purpose in their presence.
- Sign the form in front of a Notary and have them notarize the form. Then mail the form, along with a copy of the ID you presented to the notary, to the address on the form.
What is IRS Form 4506 and why do I have to fill it out?
Form 4506 is a request to the IRS for copies of a tax return, tax return transcript, wage and income transcript or other document. You complete the form in your ProVerify portal to allow the IRS to send the required verification documents directly to ProVerify. They automatically import the information from the requested document into your verification file and then submit any necessary corrections to your FAFSA. You can follow the entire process within your ProVerify portal.
This is a more simple and accurate process than asking you to request the documents from the IRS yourself and then upload them to ProVerify. It ensures the right document is requested and allows for the automatic processing of the document once it is received.
Keep in mind, that once a document is received and reviewed, additional documents may then be required. You may be asked to submit another Form 4506 to request the new documents.
Why am I being asked to request additional documents from the IRS?
Sometimes more information is needed to meet federal requirements to verify the information on your FAFSA. ProVerify may request tax returns with certain schedules, a wage and income transcript, or other documents to complete the verification of your FAFSA.
You will be asked to complete another IRS Form 4506 to request these newly required documents.
Step 1: Log into eSantaFe
Go to sfcollege.edu and click "eSantaFe" on top left corner or go to eSantaFe
Sign into your eSantaFe account with your student ID number
Enter your password and click “Sign In” button
If you have any unread notifications, you will be shown the notifications screen.
Expand and read all notifications. You might miss something that is important if you don’t!
Step 2: Go to your My FA Status
On the left of the page click the "Finances" tab
Under the "Finances" tab, click on "My FA Status"
Step 3: Click the link to one of the forms to submit
- Once in My FA Status select the year you would like to upload documents for. In the right-hand corner of the page select the dropdown menu and select appropriate year.
- Select “Document Status” section.
- Select the name of the document you would like to complete or upload. (Hint: documents you have remaining to complete, or upload say “Required” next to the name of the document.
- For dependent students, before submitting most documents you will first be asked to carefully enter the name and email address for your parent so they can sign your form(s) later. Do not enter your own information or a friend’s information. It must be your parent’s information only.
- Complete the form following all instructions and prompts, and upload any required attachments.
- On the next screen, attest to the statement by typing your name and click "Sign Electronically" button.
- If you are an independent student the form will be sent to the Financial Aid Office queue for someone to review. A confirmation email will be sent to your SF email account from no-reply@sfcollege.edu.
- If you are a dependent student, you will receive a message on the screen informing you that you have completed your portion. Then the form is sent to your parent for review. Your parent will receive an email from no-reply@sfcollege.edu. They must click the link at the bottom of their email to be taken to the website where they can create their account. If your parent does not receive the link they can go to dynamicforms.ngwebsolutions.com
- Once on dynamic forms web page parent will sign in if they have a dynamic forms account or click "Create New Account".
- Once account is created your parent will select pending forms and complete and sign the forms that are needed.