Occidental College
Financial Aid
Federal Tax Returns
Federal Tax Returns and W-2s allow us to verify the information you reported on your FAFSA. This is required before we are able to disburse your financial aid to your student account.
Deadline: April 19th
As soon as your parent(s) complete their Federal Tax Return, submit copies to our office. We require the entire Federal Tax Return, including W-2s, 1099s, all schedules (A, B, C, D, E, F, K-1, etc.), and statements. A quick rule of thumb: if you sent it to the IRS, we want a copy!
If you earned income and received a W-2 and/or 1099, submit those copies to our office. If you filed a Federal Tax Return, submit those copies to our office as soon as you file.
Not Filing a Tax Return?
If you do not have W-2 forms, or if you will not be filing a tax return, be sure to indicate this on the Student Online Supplement and on your FAFSA. If your parent(s) do not have W-2 forms, or if they will not be filing a tax return, please notify us in writing.
Filing a Tax Return Extension?
If your parent(s) request an extension from the IRS, you must provide a copy of the extension request (Form 4868 Application for Automatic Extension) along with all current W-2 forms or K-1 statements by April 19th to be considered an on-time applicant. We cannot provide you with a financial aid award until we have a received and reviewed your parent(s) Federal Tax Return. If your parent(s) will not have their Federal Tax Return completed until after the start of the semester, you will have to make payment arrangements with the Student Business Services Office to complete Clearance.
What's Next?
Once your file is complete, we will review the information you provided. If anything else is required after a review of your file, we will notify you via e-mail. After we finalize our review of your file, we will e-mail your award letter. Award letters are e-mailed by early July to the student's Oxy e-mail address and the parent e-mail address that was provided on the FAFSA.
Go to Step 3
- Mailing Address:
Occidental College
Financial Aid Office
1600 Campus Road F-35
Los Angeles, CA 90041 - Location:
Arthur G. Coons
Administrative Center - Phone: (323) 259-2548
- Fax: (323) 341-4961
- Email: finaid@oxy.edu