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 2023-24 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 2021 tax data, please provide:

• A copy of your 2021 IRS Tax Return Transcript. Instructions to obtain an IRS Tax Return Transcript are available on aurora.edu/forms2023 under reference number B3.
• Form 1099-R or Form 5498 used to file your 2021 taxes.

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

All paper forms must be submitted using one of the following methods:

Note: Documents submitted via email cannot be accepted due to security reasons.

Questions: Email: finaid@aurora.edu | Phone: 630-844-6190