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.

Open House and Visit Days
Thursday, November 15, 2018
Thursday, December 6, 2018
Thursday, January 3, 2019
Contact us

Office of Financial Aid

Eckhart Hall 205
347 S. Gladstone Ave.
Aurora, IL 60506
630-844-6191 (fax)
AU Viewbook
Meet our students
Take a tour