A Guide to Retirement Fund Rollovers

Qualified rollovers from one retirement account to another are not taxable and should not be counted as untaxed income on the 2018-19 Free Application for Federal Student Aid (FAFSA). Additional documentation must be submitted to the Office of Financial Aid to verify and/or remove rollover amounts reported on the FAFSA. 

If this scenario applies to your 2016 tax data, please provide:

  • A copy of your 2016 IRS Tax Return Transcript. Instructions to obtain an IRS Tax Return Transcript are available on aurora.edu/forms2018 under reference number B3.
  • Form 1099-R or Form 5498 used to file your 2016 taxes.

All documents submitted for review should be clearly labeled with the student’s full name and student ID number.

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Saturday, September 8, 2018
Thursday, September 13, 2018
Saturday, September 15, 2018
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Office of Financial Aid

Eckhart Hall 205
347 S. Gladstone Ave.
Aurora, IL 60506
630-844-6190
800-742-5281
630-844-6191 (fax)
finaid@aurora.edu
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