Verification of Tax Information or Nonfiling Status

Description: 

FOR 2017–2018 AID APPLICATIONS ONLY, THESE REQUIREMENTS HAVE BEEN WAIVED BY THE FEDERAL GOVERNMENT.
 

IRS verification of parents’ and students’ tax information or tax-nonfiling status is required by the U.S. government for all U.S. citizens and permanent residents to check a student’s eligibility for federal aid. Because the FAFSA’s IRS Data Retrieval Tool is unavailable for 2017–2018, there are two different ways to complete the verification requirement:

  1. If you filed a 2015 tax return, submit a 2015 IRS Tax Return Transcript. You must request a copy of your Tax Return Transcript from the IRS and submit the transcript as part of your financial aid application materials. For more information on IRS transcripts, see the IRS Transcript Types Web page.
        Any 2015 Tax Return Transcript submitted to SFS for the 2016–2017 aid application does NOT need to be resubmitted. We will use the previously submitted 2015 transcript.
     
  2. If you did not file a 2015 tax return, submit an IRS Verification of Nonfiling Letter. The federal government now requires U.S. citizens and permanent residents to have the IRS verify if no tax return was filed. You must request a Verification of Nonfiling Letter from the IRS and submit the nonfiling letter as part of your financial aid application materials. For more information on nonfiling letters, see the IRS Transcript Types Web page.
        DO NOT list Yale as a third-party recipient when requesting your nonfiling letter. You should have the IRS send the document directly to you; then you should submit a copy to SFS.
     
Instructions for U.S. citizens and permanent residents: Prospective and new students: 
  • If you filed a 2015 tax return, request to have a 2015 Tax Return Transcript mailed directly to you. You can order a Tax Return Transcript on the IRS Web site or by submitting Form 4506-T to the IRS. After you receive your transcript, fax or mail a copy directly to Student Financial Services.
        Note: You must submit a 2015 Tax Return Transcript in addition to submitting copies of your 2015 tax returns.
     
  • If you did not file a 2015 tax return, request to have a Verification of Nonfiling Letter mailed directly to you. The letter provides confirmation that the IRS has no record of your filing a tax return for the year requested. You can order a Verification of Nonfiling Letter on the IRS Web site or by submitting Form 4506-T to the IRS. After you receive your verification letter, fax or mail a copy directly to Student Financial Services.

Fax number U.S. mail address

203-436-9768
 

After faxing documents, please wait at least 1 business day for processing before checking on their status.

Student Financial Services
Yale University
P.O. Box 208288
New Haven, CT
06520-8288
 

Please do not staple or bind documents.

Include the student’s name and birthdate or SID on each page submitted.

Also note: SFS does not have control over problems that arise with IRS transcript requests. Please contact the IRS if you are experiencing difficulties.

Instructions for U.S. citizens and permanent residents: Continuing students: 
  • If you filed a 2015 tax return and submitted an IRS Tax Return Transcript with your 2016–17 financial aid application, you do not need to submit additional documents for verification. We will use the transcript you submitted last year.
     
  • If you filed a 2015 tax return and did not submit an IRS Tax Return Transcript with your 2016–17 financial aid application, request to have a 2015 Tax Return Transcript mailed directly to you. You can order a Tax Return Transcript on the IRS Web site or by submitting Form 4506-T to the IRS. After you receive your transcript, fax or mail a copy directly to Student Financial Services.
        Note: The IRS Data Retrieval Tool is unavailable for 201718. If you used Data Retrieval for 2016–17, an IRS transcript is required in its place this year.
     
  • NEW for 2017–2018! If you did not file a 2015 tax return, request to have a 2015 Verification of Nonfiling Letter mailed directly to you. The letter provides confirmation that the IRS has no record of your filing a tax return for the year requested. You can order a Verification of Nonfiling Letter on the IRS Web site or by submitting Form 4506-T to the IRS. After you receive your verification letter, fax or mail a copy directly to Student Financial Services.

Fax number U.S. mail address

203-436-9768
 

After faxing documents, please wait at least 1 business day for processing before checking on their status.

Student Financial Services
Yale University
P.O. Box 208288
New Haven, CT
06520-8288
 

Please do not staple or bind documents.

Include the student’s name and birthdate or SID on each page submitted.

Also note: SFS does not have control over problems that arise with IRS transcript requests. Please contact the IRS if you are experiencing difficulties.

Student citizenship: 
U.S. citizens