In order to adjust your rate, you must present a current tax return to verify income within 30 days of sign-up and again every year. Accepted documents for income verification include the 1040, 1040A, or 1040EZ. A staff member will view the line identifying Adjusted Gross Income. If you are not required to file taxes, please present a statement of non-filing, which is obtained free by calling 1-800-829-1040. You may also request verification of non-filing statements by visiting http://www.irs.gov and clicking on “Get Your Tax Record.”
When you present your tax return, a staff member will view the form right in front of you. They will look at two items—the adjusted gross income line and your filing status—and then immediately return the form. Your rate will be based on your income.
No. The only reason to provide a tax return is if you would like an adjusted rate based on your income.
Prior to your 1-year anniversary, you will receive a letter and/or phone call informing you that it is time for your review. To continue at your current rate, you must provide the appropriate documents to verify your current household income just as you did at the time you joined.
You must provide a tax return in order to receive an adjusted rate. If you are not required to file taxes, please present a statement of non-filing, which can be obtained for free by calling 1-800-829-1040. You may also request verification of non-filing statements by visiting http://www.irs.gov and clicking on “Get Your Tax Record.” Additional proof of income may be required.
We understand that a tax return may not reflect current circumstances. Divorce, job loss, medical expenses, and other situations may not be reflected in your tax documentation. In cases such as these, the Association Director of Membership will work with you.
We recognize that people in one household may contribute in a variety of ways, other than providing income. We account for the total household income in order to ensure that we are aiding those who need it most.
Yes. If your tax return shows you are filing as an individual, we only need to see your tax return.
Yes. We will accept your tax return, filed as an individual as long as you are not claimed as a dependent on your parent’s tax return. If you do not have one, visit the Welcome Center and one of our directors will work with you.
