Financial Aid Forms

Forms and Documentation Submissions Guidelines

The Financial Aid Office’s primary means of communicating important information to students is through their Brightspace email account. Email accounts are established upon acceptance to the College.

  • Students will be responsible for checking their student email on a frequent and consistent basis to remain informed of OCtech communications, as certain communications may be time sensitive.
  • In addition, students are expected to follow up on any request for information and/or documentation required for processing their financial aid via their Self Service Account.
  • Students are now able to complete, submit, and upload the required forms and additional requested documentation via Self Service.
  • Include student’s name and Student ID on all documents.
  • Please note, until we have received all requested document(s), the Office of Financial is unable to offer you a financial aid award.

Financial Aid

Financial Aid Forms

Most of our forms use an electronic form submission process called Dynamic Forms.  If you receive notification that you need to submit a required form, you can find this on your Self Service account  under the “Required Document” section of Financial Aid.

Forms will be automatically submitted to the Financial Aid Office when you electronically sign the form(s) after completion.

For more information about using Dynamic Forms, please visit this page:  DYNAMIC FORMS

If you have not been accepted as a student at Orangeburg-Calhoun Technical College, you will not have access to student email or Self Service.  To get information about your acceptance status please call the Admissions Office at 803.535.1234 or email askme@octech.edu  Please note, until we have received all requested document(s), the Office of Financial is unable to offer you a financial aid award.

Submitting Tax Information for Verification

If you are selected for verification, you may submit a copy of your IRS tax return transcript or federal tax return. When submitting your IRS tax return transcript or federal tax return, you must also submit copies of all of your tax return schedules (ex. schedule A, B, C, D, E, F, H, J, R, SE and/or 8812) along with other verification forms requested. If submitting a federal tax return, a handwritten signature on the tax return is required.

As part of the verification process for financial aid, the Department of Education requires that people who do not file taxes submit an IRS letter of non-filing status to the College. A non-filing letter will be necessary for all parties in the custodial household (i.e. student, parent 1, parent 2, spouse) that did not file taxes.

Non Tax filers can request an IRS Verification of non-filing, free of charge from the IRS in one of two ways:

Request Online

(www.irs.gov)

  • Hover over the word “File” in the top left hand corner. Then click “Get Your Tax Record”.
  • Click “Get Transcript ONLINE”
  • Enter the requested information and click “Continue”.
  • Select “Verification of Non-filing Letter” and in the Tax Year field, select the appropriate tax year ( “2022” for the 2024-2025 FAFSA or “2023” for the 2025-2026 FAFSA).
  • If successfully validated, you will be able to view and print the Verification of Non-filing letter.
  • If at any point you cannot validate your identity, use the paper request option below

Paper Request Form

Download IRS Form 4506-T

  • Complete Lines 1 – 4, following the instructions on page 2 of the form.
  • Line 5: is your 10-digit customer number. Please prepend a zero to your student ID (i.e. 0000000).
  • Line 7: Select the checkbox on the right hand side for Verification of Non-filing.
  • Line 9: In the year or period requested field, enter “12/31/2022” for academic year 2024-25 or “12/31/2023” for academic year 2025-2026.
  • Above the signature line: Make sure that you check the signatory authority box.
  • The non filer must sign and date the form and enter their telephone number.
  • Mail or Fax the Completed IRS Form 4506-T to the address or FAX number provided on page 2 of form 4506-T.
  • If the 4506-T information is successfully validated, tax filers can expect to receive a paper IRS Verification of Non-filing letter at the address provided on their request within 5 to 10 days.
  • Submit the letter to the financial aid office; be sure you put your student ID number (0000000) on the letter.

An individual who was the victim of IRS tax-related identity theft must provide:

  • A Tax Return Data Base View (TRDBV) transcript obtained from the IRS and
  • A statement signed and dated by the tax filer indicating that he or she was a victim of IRS tax-related identity theft and that the IRS is aware of the tax-related identity theft.

An individual who filed an amended IRS income tax return for the required tax year requested by the FAFSA must provide:

  • An IRS Tax Return Transcript (that will only include information from the original tax return year as requested by FAFSA) and
  • A signed copy of the IRS Form 1040X, “Amended U.S. Individual Income Tax Return,” that was filed with the IRS.

An individual who filed or will file an income tax return with the relevant taxing authority of a U.S. territory, commonwealth, or with a foreign central government must provide:

  • A transcript that was obtained at no cost from the relevant taxing authority of a U.S. territory (Guam, American Samoa, the U.S. Virgin Islands) or commonwealth (Puerto Rico and the Northern Mariana Islands), or a foreign central government, that includes all of the tax filer’s income and tax information required to be verified for the required tax year; or
  • If a transcript cannot be obtained at no cost from the relevant taxing authority, a signed copy of the required income tax return(s).

An individual who filed or will file an income tax return with the relevant taxing authority of a U.S. territory, commonwealth, or with a foreign central government must provide:

  • A transcript that was obtained at no cost from the relevant taxing authority of a U.S. territory (Guam, American Samoa, the U.S. Virgin Islands) or commonwealth (Puerto Rico and the Northern Mariana Islands), or a foreign central government, that includes all of the tax filer’s income and tax information required to be verified for the required tax year; or
  • If a transcript cannot be obtained at no cost from the relevant taxing authority, a signed copy of the required income tax return(s).

Financial Aid

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