Submitting Items on Your To Do List

Being Selected for Verification

If you are selected for verification, you are not alone!  About 30% of all FAFSA filers are selected for the verification process, which requires the school to collect documentation to check the accuracy of the information listed on your financial aid application.

  • If you are selected for verification, there will be an asterisk next to your Expected Family Contribution (EFC) on your Student Aid Report (SAR). You will also be informed in the SAR acknowledgement letter, which will be included with your SAR documents.
  • You will be notified by email to your Cal Poly Pomona email address as to which items you will need to submit. If you have your emails forwarded to a personal email address, our emails may not always forward automatically. Be sure to add our address to your safe sender list to ensure they do not go into the junk mail folder.
  • Once you are selected for verification, our office will add the requirements to your To Do list in BroncoDirect.

Understanding your To Do List

Log onto your Student Center in BroncoDirect and check your To Do list for the items required. You can click on each item in your To Do list for more information and links to each item. Please be sure to include your first and last name, and Bronco ID number on each page submitted. We do not accept documents through email.

  • Verifications forms can be found by clicking on the more link on your To Do list.
  • Once verification begins, you may be asked to submit additional documentation. 
  • If this occurs, an email will be sent to the student’s Cal Poly email account and any additional requirements will be added to your To Do list in BroncoDirect. 

To Do List Requests

  • IRS Tax Return Documents - you may either make a correction on your FAFSA and use the IRS data retrieval tool to automatically populate tax information directly from the IRS into your FAFSA. If you or your parent are ineligible or choose not to use the IRS Data Retrieval Tool (DRT), the tax return transcript or a copy of a signed tax return will be accepted as documentation to verify tax information.  
  • Verification of Non-filing Letter - Proof that the IRS has no record of a filed Form 1040, 1040A or 1040EZ for the year you requested. It doesn't indicate whether you were required to file a return for that year. This letter is available after June 15 for the current tax year or anytime for the prior three tax years using Get Transcript Online or Form 4506-T. You must use Form 4506-T to request this item if you have never filed taxes before. 
  • Selective Service Registration - All males between the ages of 18-25 are required to register with Selective Service. If this item is on your to-do list, you must provide us with proof you have registered by submitting your Selective Service Registration Letter. If you are under the age of 18, please submit a letter to our office notifying us you are unable to register. If you are over the required registration age and have not registered, please review the Selective Service Men 26 and older webpage to determine what to submit to our office.

Ways to Submit

  1. Fax to: (909) 869-4757
  2. Mail to: 3801 W. Temple Ave. Bldg. 98, Pomona, Ca. 91768 Attention: Financial Aid
  3. Drop off in person to our lobby, Building 121, 1st Floor

  screen shot of bronco direct to-do list

  • f you are selected for verification, there will be an asterisk next to your Expected Family Contribution (EFC) on your Student Aid Report (SAR). You will also be informed in the SAR acknowledgement letter, which will be included with your SAR documents.
  • You will be notified by email to your Cal Poly email address if you are selected for verification. If you have your emails forwarded to a personal email address, our emails may not always forward automatically. Be sure to add our address to your safe sender list to ensure they do not go into the junk mail folder.
  • Once you are selected for verification, our office will add the requirements to your To Do list in BroncoDirect.

To Do List Status

Once You have selected more on your To Do List, you will see the status and descriptions of the items we are requesting. Below is a guide to understand what each status means and the actions you should take accordingly.

Initiated

You are responsible for providing documentation or taking required action on all your To Do items with a status of initiated.  Click on the item name for further instructions.

Notified

You have submitted an incomplete document. Our office has notified you by sending a detailed email to your Cal Poly Pomona email address, explaining the error.

2nd Notification

You have submitted another incomplete document or the same document with a new error. Our office has notified you by sending a detailed email to your Cal Poly Pomona email address, explaining the error.

  • Your To Do List may contain items that you will need to complete before financial aid can be awarded. Incomplete forms will cause a delay in the awarding process.
  • Students receiving financial aid should regularly check their To Do List. Failure to submit the items requested will delay your financial aid from being processed. As a result, your financial aid may not be posted on your account before the fee payment deadline.
  • Incomplete forms will cause a delay in the awarding process.
  • If you submitted a document that was requested on your To Do List and that particular item is removed from your To Do List, it means that the requested item has been received and it will be processed. 
  • If you submitted a document that was requested on your To Do List and now the status has changed, please click the "details" link located on your To Do List then select the item name to view the document's status and proceed accordingly.


Following is a list of the To Do List items statuses and the definitions, as it relates to your record:

  • Initiated
    You are responsible for providing documentation or taking required action on all your To Do items with a status of "initiated."  Click on the item name for further instructions.
  • Notified
    You have submitted an incomplete document. Our office has notified you by sending a detailed email to your Cal Poly Pomona email address, explaining the error.
  • 2nd Notification
    You have submitted another incomplete document or the same document with a new error. Our office has notified you by sending a detailed email to your Cal Poly Pomona email address, explaining the error.

 

What do I have to submit and where do I send it?(Click here for more information)

Log onto your Student Center in BroncoDirect and check your To Do list for the items required. You can click on each item in your To Do list for more information and links to each item.

  • Verifications forms can be found on our website, or by clicking on the more link on your To Do list.
  • If your To Do list shows that we are requesting IRS Tax Return Transcripts, the best action you can take to help finish verification is to use the IRS data retrieval tool to automatically populate your and your parents’ (if you are a dependent student) tax information directly from the IRS into your FAFSA. Just log into your FAFSA and make a correction to use the IRS data retrieval tool (DRT).  The DRT will allow you to link to the IRS from the FAFSA and retrieve the tax information to populate the FAFSA tax questions.  If you choose to use the DRT, it will be removed from your To Do list about 2 to 3 weeks after you correct and resubmit your FAFSA. 
  • Some students and/or parents will be ineligible or will choose not to use the IRS Data Retrieval Tool (DRT).  In these cases, only the signed tax return transcript will be accepted as documentation to verify tax information.  The tax return transcript must be requested directly from the IRS by calling 1-800-908-9946 or visiting the IRS website.  Be sure to request the tax return transcript, and not the tax account transcript.  We cannot accept 1040 Tax Returns to verify tax information.
  • Once verification begins, you may be asked to submit additional documentation. 
  • If this occurs, an email will be sent to the student’s Cal Poly email account and any additional requirements will be added to your To Do list in BroncoDirect. It is your responsibility to check your requirements and submit all documentation by the due date listed on your To Do list in BroncoDirect.
  • You may submit your documents one of three ways to our office:
  1. Fax to: (909) 869-4757
  2. Mail to: 3801 W. Temple Ave. Bldg. 98, Pomona, Ca. 91768 Attention ‘Financial Aid’
  3. Drop off in person to one of our drop boxes in our lobby, building 98, 3rd floor.

Please be sure to include your first and last name, and Bronco ID number on each page submitted. We do not accept documents through email.