Transfer Students

Documents and forms required for transfer students prior to matriculation are listed below; see more information by clicking on the form or document name. Additional forms will be required to finalize your award after you matriculate; see Finalizing Your Award.

U.S. citizens and permanent residents
Canadian citizens
International citizens (non-Canadian)

U.S. citizens living abroad and international citizens living in the U.S. without permanent-resident status should contact SFS.

Deadline

In order to receive a provisional financial aid decision with your admissions decision, you must submit the listed application materials by the recommended deadline, to be announced shortly for 2018–2019.

If you miss the deadline, your provisional award information may arrive after your admissions decision. However, you are still eligible to apply for financial aid, and your award will not be reduced because of late submission. Please submit all documents as soon as possible; the more quickly you complete your file, the sooner you will receive your provisional financial aid decision.

U.S. citizens and permanent residents

Please note the deadline listed above. Related documents may be required based on your family’s circumstances; you will be notified if such documents are needed.

When submitting forms or documents to SFS, please include the student’s name and date of birth or SID on each page.

Yale’s FAFSA code is 001426

Date available: October 1

What it is:

A free online application used to determine U.S. citizens’ and permanent residents’ eligibility for federal and state grants and for the low-interest Federal Direct Loan program.

How to submit it:

Fill out the application on the FAFSA Web site using Yale’s FAFSA code: 001426.

The Federal Student Aid office provides helpful short videos on the following topics:

You can also visit the FAFSA Help page for FAQs and contact information.

Tax information entered in the 2018–2019 FAFSA must also be verified with IRS Data Retrieval or an IRS Tax Return Transcript.

Yale’s CSS College Code is 3987

Date available: October 1

What it is:

The College Scholarship Service (CSS) Profile collects information used by some colleges and scholarship programs to award institutional aid funds. Institutional aid is a substantial part of the financial aid package for most Yale College students, and the CSS Profile, along with the Free Application for Federal Student Aid (FAFSA) for U.S. citizens and permanent residents, is used to determine eligibility for Yale scholarships.

The CSS Profile provides Student Financial Services with more detailed information than the FAFSA and is required for all students applying for a Yale scholarship. The Profile is processed by the College Board, which charges a fee for the Profile application. For U.S. citizens and permanent residents, the fee is automatically waived for applicants whose families have low incomes and assets.

For more information, see the College Board’s CSS/Financial Aid PROFILE website.

How to submit it:

• Apply on line on the College Board’s website using Yale’s CSS College Code: 3987.

• You should gather as much personal financial information as possible before beginning.

• If applicable, families should complete all required CSS supplements as well.

Please note:
• Yale receives your profile data electronically from CSS, so do not send copies or printouts of your application to Yale.

• The CSS Profile provides a fee waiver for first-year U.S. applicants from low-income families with few assets. If you qualify for the waiver, it is processed automatically based on the financial information you enter in the Profile, and no fee will be charged.

What it is:

Yale requires copies of tax returns (or, if no tax return was filed, equivalent documentation) as part of the financial aid application each year.

How to submit it:

  • Use the College Board’s IDOC Service to submit signed copies of 2016 federal tax returns, including all schedules and W-2s. For more information about this service, see IDOC under Financial Aid Terminology or visit the College Board website.
  • If your parents are divorced, separated, or were never married, your noncustodial parent must also submit copies of his or her 2016 tax return, including all schedules and W-2s, to IDOC.
  • Families with a business or farm must also include the business or farm tax return(s).

Parents and students who did not file a tax return must submit a Tax Nonfiling Statement instead. Please visit our Forms page for the appropriate nonfiling statement.

Please note that parents and students will need to submit updated tax documents in future years.

For aid year Tax return required
2018–2019 2016 tax year
2019–2020 2017 tax year
2020–2021 2018 tax year

Please note:

Yale believes that both parents have a responsibility to contribute toward their child’s college education, even if they are divorced or separated. For this reason, we require financial information for both parents to generate a financial aid award. The Yale financial aid award letter lists one total Parent Contribution, which a student’s parents may determine how best to meet.

We understand that some families may have extenuating circumstances that would require an exception. Students may petition to have their noncustodial parent’s financial information waived in such cases by submitting a Noncustodial Parent Waiver Petition form with supporting documentation. Submission of a waiver petition form does n​ot guarantee that the noncustodial parent’s requirements will be waived.

Canadian citizens​

Please note the deadline listed above. Related documents may be required based on your family’s circumstances; you will be notified if such documents are needed.

When submitting forms or documents to SFS, please include the student’s name and date of birth or SID on each page.

Yale’s CSS College Code is 3987

Date available: October 1

What it is:

The College Scholarship Service (CSS) Profile collects information used by some colleges and scholarship programs to award institutional aid funds. Institutional aid is a substantial part of the financial aid package for most Yale College students, and the CSS Profile, along with the Free Application for Federal Student Aid (FAFSA) for U.S. citizens and permanent residents, is used to determine eligibility for Yale scholarships.

The CSS Profile provides Student Financial Services with more detailed information than the FAFSA and is required for all students applying for a Yale scholarship. The Profile is processed by the College Board, which charges a fee for the Profile application. For U.S. citizens and permanent residents, the fee is automatically waived for applicants whose families have low incomes and assets.

For more information, see the College Board’s CSS/Financial Aid PROFILE website.

How to submit it:

• Apply on line on the College Board’s website using Yale’s CSS College Code: 3987.

• You should gather as much personal financial information as possible before beginning.

• If applicable, families should complete all required CSS supplements as well.

Please note:
Yale receives your profile data electronically from CSS, so do not send copies or printouts of your application to Yale.

What it is:

Yale requires copies of tax returns (or, if no tax return was filed, equivalent documentation) as part of the financial aid application each year.

How to submit it:

Please note that parents and students will need to submit updated tax documents in future years.

For aid year Tax return required
2018–2019 2016 tax year
2019–2020 2017 tax year
2020–2021 2018 tax year

Please note:

Yale believes that both parents have a responsibility to contribute toward their child’s college education, even if they are divorced or separated. For this reason, we require financial information for both parents to generate a financial aid award. The Yale financial aid award letter lists one total Parent Contribution, which a student’s parents may determine how best to meet.

We understand that some families may have extenuating circumstances that would require an exception. Students may petition to have their noncustodial parent’s financial information waived in such cases by submitting a Noncustodial Parent Waiver Petition form with supporting documentation. Submission of a waiver petition form does n​ot guarantee that the noncustodial parent’s requirements will be waived.

International citizens (non-Canadian)

Please note the deadline listed above. Related documents may be required based on your family’s circumstances; you will be notified if such documents are needed.

When submitting forms or documents to SFS, please include the student’s name and date of birth or SID on each page.

Yale’s CSS College Code is 3987

Date available: October 1

What it is:

The College Scholarship Service (CSS) Profile collects information used by some colleges and scholarship programs to award institutional aid funds. Institutional aid is a substantial part of the financial aid package for most Yale College students, and the CSS Profile, along with the Free Application for Federal Student Aid (FAFSA) for U.S. citizens and permanent residents, is used to determine eligibility for Yale scholarships.

The CSS Profile provides Student Financial Services with more detailed information than the FAFSA and is required for all students applying for a Yale scholarship. The Profile is processed by the College Board, which charges a fee for the Profile application. For U.S. citizens and permanent residents, the fee is automatically waived for applicants whose families have low incomes and assets.

For more information, see the College Board’s CSS/Financial Aid PROFILE website.

How to submit it:

At Yale we ask our international financial aid applicants to use the online College Board CSS Profile if they are able to do so. This option provides Yale with more accurate and complete financial information, a consistent calculation of ability to pay, and quicker access to financial information without the delay of mailing, sorting, and imaging required for our systems. For those students who are not able to use the online CSS Profile (because of lack of internet access, lack of credit card access, or other financial difficulties), please contact our office.

• Apply on line on the College Board’s website using Yale’s CSS College Code: 3987.

• You should gather as much personal financial information as possible before beginning.

• If applicable, families should complete all required CSS supplements as well.

Please note:
Yale receives your profile data electronically from CSS, so do not send copies or printouts of your application to Yale.

What it is:

Yale requires copies of tax returns (or, if no tax return was filed, equivalent documentation) as part of the financial aid application each year.

How to submit it:

  • Use the College Board’s IDOC Service to submit signed and translated copies of 2016 tax and/or income documents. For more information about this service, see IDOC under Financial Aid Terminology or visit the College Board website.
  • If your parents are divorced, separated, or were never married, your noncustodial parent must also submit signed ​and translated copies of his or her tax and/or income documents to IDOC.
  • Parents who do not file a tax return should submit documentation of their income, such as a letter from their employer.

Please note that parents and students will need to submit updated tax documents in future years.

For aid year Tax return required
2018–2019 2016 tax year
2019–2020 2017 tax year
2020–2021 2018 tax year

Please note:

Yale believes that both parents have a responsibility to contribute toward their child’s college education, even if they are divorced or separated. For this reason, we require financial information for both parents to generate a financial aid award. The Yale financial aid award letter lists one total Parent Contribution, which a student’s parents may determine how best to meet.

We understand that some families may have extenuating circumstances that would require an exception. Students may petition to have their noncustodial parent’s financial information waived in such cases by submitting a Noncustodial Parent Waiver Petition form with supporting documentation. Submission of a waiver petition form does n​ot guarantee that the noncustodial parent’s requirements will be waived.