Document checklist

St James Episcopal School Financial Aid Document Checklist

Please send a copy of the following

checkbox.png  W2’s – AND your last pay stub for the most current tax year
checkbox.png  W-2G needed for gambling winnings
checkbox.png 1099’s for IRA, Pensions/Annuities (if you have entered figures on lines 15 and 16 of the  
       Federal 1040), Unemployment compensation, Cancellation of Debt
checkbox.png Federal Tax Return – 1040-1040A- 1040 EZ (please send complete copy of only the current
      year taxes, unless otherwise requested by your school)
checkbox.png Additional applicable schedules:
  • checkbox.png Schedule C or C-EZ (Business Income)
  • checkbox.png Schedule D (Capital Gains)
  • checkbox.png Schedule E (Supplemental Income)
checkbox.png State Tax Return if your State requires you to file a Return
checkbox.png All Business Tax returns, such as K1s and 1120 for S Corp (if your business is incorporated)
checkbox.png If you own the home you live in, please send proof of Property Taxes paid
checkbox.png Documentation for Alimony and/or Child Support

Please do not send originals, as we can not return these items.

Tax forms should reach us at least 10 business days prior to the requested tax form deadline. If you are unsure of the application/tax deadline, please check the front of the application. Deadlines are set by the school - FAST cannot adjust the deadline.

Please send all items requested, so that we may process your application in a timely manner.

Complete application packages (all requested forms) will be processed. Incomplete packages will not be processed.

Faxed information cannot be accepted.

You will receive an email confirmation when your tax forms and your application have been completely processed by FAST.

Please make your tax appointment early. The school has a Financial Aid Budget and when that money has been awarded, there may be no more for this year. It is in your best interest to send your tax information shortly after January 31.

PLEASE DO NOT FOLD, BEND, OR STAPLE PAPERWORK MAILED TO FAST as this will delay processing your application.


Mail To:

FAST Processing
1316 North Union Street
Wilmington, DE 19806-2594


IMPORTANT You must put "St James Episcopal School of Dallas" on the front of the envelope under your return address