2021–2022 student rollover confirmation
Financial Aid and Scholarship Services will request this documentation only if it is needed to complete your financial aid file. If this item is listed under your Financing Tasks in My ASU, your financial aid awarding and disbursement will be placed on hold.
You can view your document status on My ASU’s Finances tab. Please allow 2 to 3 business days for receipt to show in your Financing Tasks.
Rollovers
Sometimes, a taxpayer will “roll over” funds from an existing IRA, pension or annuity plan to another qualified plan during the same tax year. These rollover amounts are not included on the FAFSA because that portion of the distribution was reinvested immediately in a recognized retirement fund.
The IRS Data Retrieval Tool on the FAFSA is unable to identify rollovers. Therefore, when a student uses the DRT, transfers an amount greater than zero for untaxed portions of IRA distributions or untaxed portions of pensions, and indicates a rollover, ASU must confirm the amount of the rollover.
Instructions
Complete and submit online.
- Click on the eForm below and follow the instructions provided.
- Sign and submit the eForm to ASU Financial Aid and Scholarship Services.