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Documentation income 2026

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  1. Click ‘Get Form’ to open the documentation income form in the editor.
  2. Begin with Section 1: Borrower Identification. Enter your Social Security Number, name, address, and contact information accurately.
  3. Proceed to Section 2: Instructions and Information. Review the instructions carefully to understand the requirements for submitting alternative documentation of income.
  4. In Section 3: Spouse Information, if applicable, provide your spouse's details if you file a joint federal income tax return.
  5. Complete Section 4: Income Information by entering your total annual taxable income and that of your spouse, if married. Ensure you attach supporting documentation as specified.
  6. In Section 5: Authorization and Signature, sign the form along with your spouse’s signature if required. This certifies that all provided information is accurate.
  7. Finally, send the completed form to the address listed in Section 6 using our platform’s secure submission options.

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34 CFR 668.57 - Acceptable documentation.

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