Complete and submit online.
2023-2024 Student rollover confirmation
If this item is listed under your Financing Tasks in My ASU, your financial aid disbursement will be placed on hold until you provide the information requested.
Why this is needed
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 (DRT) 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
- Click on the eForm below and follow the instructions provided.
- Submit the eForm.
You can view your document status on My ASU’s Finances tab. Please allow two to three business days after you submit your form for our receipt to show in your Financing Tasks.