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Office of Student Financial Planning

Financial Planning Additional Information

Tax filers can request a transcript of their tax return from the Internal Revenue System (IRS), free of charge, in one of three ways:

1. Online Request
  • Available on the IRS website at www.irs.gov
  • Click “Get Your Tax Record” in the center of the home page
  • Choose “Get Transcript Online” OR “Get Transcript by Mail”
    • Both options will require your SSN, date of birth and mailing address from your latest tax return
    • “Get Transcript Online” option will also require access to your email; your personal account number from a credit card, mortgage, home equity loan, home equity line of credit or car loan; and a mobile phone with your name on the account
  • Select “Return Transcript” as the type of transcript requested and “desired year” as the year.
  • If you chose “Online”, then you will then be able to view, print or download your transcript. If you chose “Mail”, then your transcripts will arrive in 5 to 10 business days via US postal mail
  • Once you receive the Transcript, please send it to the Office of Student Financial Planning via mail, secure fax (336-841-4649) or in person
2. Telephone Request
  • Available from the IRS by calling 1-800-908-9946
  • You will be prompted to enter your Social Security Number and the numbers in your street address from your latest tax return filed
  • Select “Option 2” to request an IRS Tax Transcript, and then enter “desired year”
  • You should expect to receive a paper copy of your Tax Return Transcript in the mail within 5 to 10 days of the request
  • Once you receive the Transcript in the mail, please send it to the Office of Student Financial Planning via mail, secure fax (336-841-4649) or in person
3. Paper Request Form
  • IRS Form 4506T-EZ is used to request the IRS Tax Return Transcript (download at www.irs.gov/pub/irs-pdf/f4506tez.pdf)
  • Complete lines 1-4 following the instructions on page 2 of the form. Note that line 3 should be the most current address as filed with the IRS. It is the address where the IRS Tax Return Transcript will be sent. If the address has recently changed, include the address listed on the latest tax return filed on line 4
  • On line 5, you can enter High Point University – 336-841-9124 – One University Parkway, Drawer #49, High Point, NC  27268 to have the transcript sent directly to our office
  • On line 6, enter the required year or years for which you would like to receive IRS tax information
  • Sign and date the form at the bottom. (only one signature is required to request a transcript for a joint return)
  • Mail or fax the completed IRS form 4506T-EZ to the appropriate address (or fax number) provided on page 2 of the form
  • You should expect to receive a paper copy of your Tax Return Transcript in the mail within 5 to 10 days of the request
  • Once you receive the Transcript in the mail, please send it to the Office of Student Financial Planning via mail, secure fax (336-841-4649) or in person

 

CONTACT THE OFFICE OF FINANCIAL PLANNING

Our main office is located in Suite 100 of Roberts Hall.

Phone: (336) 841-9124
Fax: (336) 841-4649
Email: finplan@highpoint.edu
FAFSA/Title IV School code: 002933