IRS Data Transfer Forms

If any of your selected schools are using Blackbaud Financial Aid Management's IRS integration, you will be asked to choose an Income verification method.

If your selected schools are not using the integration, select Save & Continue to Employment Income to proceed to Application Section 2: Income & Expenses.

Income verification options

As part of your application, your school will require that you provide financial documents, such as:

  • Paystubs

  • 1040 - U.S. Individual Income Tax Return

  • W-2 Wage and Tax Statements

With the IRS integration, there are two options for providing documents: 

Income verification choices

  • Option 1: Upload all documents: Select this option if you prefer to manually upload the financial documents required by your selected schools. To proceed with your application, select Save & Continue to Application Section 2: Income & Expenses.

  • Option 2: Allow IRS data transfer: Select this option to allow Blackbaud to securely receive your 1040 - U.S. Individual Income Tax Return form directly from the IRS. Depending on school requirements, you may still need to upload other documents manually.

When you select Option 2:

  • A Dropbox Sign window opens with two authorization forms for you to complete and e-sign.

  • To cancel the e-sign process and revert to Option 1, select the X in the upper right next to Get started.

Complete the Authorization Forms

  1. At the bottom of the Halcyon Consent Form, select Click to sign.

Halcyon Consent Form Click to Sign field

  1. You can then choose to draw, type, or upload your signature.

  2. Select Insert to add your signature to the form.

    Tip: Select Next in the upper right to move to the next action item in the forms.

  1. In Section 1 of Form 8821, enter your Social Security Number.

Social Security Number field on form 8821

  1. In Section 6, select Click to sign to insert your signature again.

Signature field on form 8821

  1. After completing both forms, select Continue at the top of the page.

  2. Select I agree to consent to the terms of service and confirm you are legally bound by the signed documents.

  3. Select Close to return to your financial aid application.

To proceed to the next application section, select Save & Continue to Employment Income to move on to Application Section 2: Income & Expenses.

After submission

Once you complete and submit your application, you will receive an email from Blackbaud with next steps for using the IRS integration. See Approve data transfer on IRS.gov for more information.