Continuing Students

Documents and forms required for all continuing students are listed below; see more information by clicking on the form or document name. You can check what forms and documents are still outstanding for your own financial aid file at any time by logging in to the Yale Student Information System with your Yale NetID and password.

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

Announcements

The instructions below show requirements for the 2019–2020 aid year. Students who are completing an aid application for 2018–2019 should view their requirements in the Student Information System by selecting the Financial Aid tab, then selecting “Status of Financial Aid Requirements” and the 2018–2019 aid year. If you have questions about the requirements listed in SIS, please contact the Financial Aid Office.

Undocumented students living in the U.S., including those with DACA status, should follow the application instructions for international citizens.

U.S. citizens living abroad and international citizens living in the U.S. without permanent-resident status should contact Student Financial Services regarding which application requirements to follow.

Deadlines

Fall-term bills must be paid by August 1, and spring-term bills by December 1. You must complete your application by one of the dates indicated below in order to ensure that your financial aid is shown on your bill and to avoid late fee charges.

Application file completed by Notification of award
April 5, 2019 1st week of June
May 3, 2019 prior to July 1

If you miss the application deadline, your award may be processed after the term bill is due. Late fees will be charged for term bills paid after the due date. 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 financial aid award.

U.S. citizens and permanent residents

Please note the deadlines listed above. Additional 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 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 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 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 more detailed information than the FAFSA and is required for all students applying for a Yale scholarship.

The CSS Profile has a submission fee, but fee waivers are available for eligible first-year students to keep this cost from being a barrier to financial aid. If you feel that the CSS Profile fee would be a financial burden on your family, please read about the CSS Profile fee waiver process.

For more information about the Profile, see the College Board’s CSS 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 2017 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 2017 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
2019–2020 2017 tax year
2020–2021 2018 tax year
2021–2022 2019 tax year
2022–2023 2020 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.

What it is:

IRS verification of parents’ tax information or tax-nonfiling status and of students’ tax information is required by the U.S. government for all U.S. citizens and permanent residents to check a student’s eligibility for federal aid. There are three different ways to complete the verification requirement:

  1. Use the IRS Data Retrieval Tool, available in the FAFSA for eligible tax filers.
    If you can, we strongly encourage you to use this tool that allows parents and students to provide consent to the IRS to upload data from their federal tax returns at the time they complete the FAFSA.
        You will not be able to use IRS Data Retrieval and must complete the verification requirement using method 2 or 3 below if any of the following applies:
    • You are married but filed separate returns for the 2017 tax year
    • Your marital status changed after the end of the tax year on December 31, 2017
    • You did not file a 2017 tax return
       
  2. Submit an IRS Tax Return Transcript. If you filed a 2017 tax return but are unable to use IRS Data Retrieval, 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.
        If you filed an amended 2017 tax return, please submit copies of both the original and amended returns and an IRS Record of Account Transcript . For more information on IRS transcripts, see the IRS Transcript Types Web page
     
  3. If you are the parent of a dependent student or are an independent student, submit an IRS Verification of Nonfiling Letter. The federal government now requires independent students and the parents of dependent students who filed a FAFSA to have the IRS verify if no tax return was filed. If you fit one of those categories and did not file a 2017 tax return, 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.
         Dependent students who did not file a 2017 tax return do NOT have to submit an IRS Verification of Nonfiling Letter.
     
     

How to submit it:

  • If you filed a 2017 tax return and are eligible to use the IRS Data Retrieval Tool, please complete Data Retrieval in the FAFSA.
        Note: You must submit IRS Data Retrieval in addition to submitting copies of your 2017 tax returns to IDOC.
     
  • If you filed a 2017 tax return but are ineligible to use IRS Data Retrieval, request to have a 2017 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, submit it using our Online Document Upload Tool, or fax or mail it to the Undergraduate Financial Aid Office.
        Note: You must submit a 2017 Tax Return Transcript in addition to submitting copies of your 2017 tax returns to IDOC.
     
  • If you are the parent of a dependent student, or are an independent student, who did not file a 2017 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, submit it using our Online Document Upload Tool, or fax or mail it to the Undergraduate Financial Aid Office.
        Note: You must submit a 2017 Verification of Nonfiling Letter in addition to submitting a Tax Nonfiling Statement if you are the parent of a dependent student or are an independent student.
     

Upload the form using the Online Document Upload Tool, or fax or mail it to Undergraduate Financial Aid using the information in the form’s header.

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

What it is:

Yale’s application for institutional aid (Yale Scholarship)

How to submit it:

Upload the form using the Online Document Upload Tool, or fax or mail it to Undergraduate Financial Aid using the information in the form’s header.

Please note:

U.S. citizens and permanent residents should complete this form after submitting the FAFSA.

What it is:

The supplementary Biographic Questionnaire allows the university to match students with donors and designees of endowed funds. While we request that you submit the form by the deadline, your financial aid award will not be delayed because this questionnaire is incomplete.

How to submit it:

Access the online form by selecting it from your list of unsatisfied financial aid requirements in the Student Information System (SIS): After logging into SIS, choose the Financial Aid tab, then “Status of Financial Aid Requirements.” Select the aid year for your application to see your requirements list.

If you receive an outside scholarship after submitting your Yale Application for Undergraduate Financial Aid, please submit an Outside Scholarship/Resource Update form.

Canadian citizens

Please note the deadlines listed above. Additional 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 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 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 more detailed information than the FAFSA and is required for all students applying for a Yale scholarship.

The CSS Profile has a submission fee, but fee waivers are available for eligible first-year students to keep this cost from being a barrier to financial aid. If you feel that the CSS Profile fee would be a financial burden on your family, please read about the CSS Profile fee waiver process.

For more information about the Profile, see the College Board’s CSS 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
2019–2020 2017 tax year
2020–2021 2018 tax year
2021–2022 2019 tax year
2022–2023 2020 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.

What it is:

Yale’s application for institutional aid (Yale Scholarship)

How to submit it:

Upload the form using the Online Document Upload Tool, or fax or mail it to Undergraduate Financial Aid using the information in the form’s header.

What it is:

The supplementary Biographic Questionnaire allows the university to match students with donors and designees of endowed funds. While we request that you submit the form by the deadline, your financial aid award will not be delayed because this questionnaire is incomplete.

How to submit it:

Access the online form by selecting it from your list of unsatisfied financial aid requirements in the Student Information System (SIS): After logging into SIS, choose the Financial Aid tab, then “Status of Financial Aid Requirements.” Select the aid year for your application to see your requirements list.

If you receive an outside scholarship after submitting your Yale Application for Undergraduate Financial Aid, please submit an Outside Scholarship/Resource Update form.

International citizens (non-Canadian)

Please note the deadlines listed above. Additional 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 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 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 more detailed information than the FAFSA and is required for all students applying for a Yale scholarship.

The CSS Profile has a submission fee, but fee waivers are available for eligible first-year students to keep this cost from being a barrier to financial aid. If you feel that the CSS Profile fee would be a financial burden on your family, please read about the CSS Profile fee waiver process.

For more information about the Profile, see the College Board’s CSS 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 2017 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
2019–2020 2017 tax year
2020–2021 2018 tax year
2021–2022 2019 tax year
2022–2023 2020 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.

What it is:

Yale’s application for institutional aid (Yale Scholarship)

How to submit it:

Upload the form using the Online Document Upload Tool, or fax or mail it to Undergraduate Financial Aid using the information in the form’s header.

What it is:

The supplementary Biographic Questionnaire allows the university to match students with donors and designees of endowed funds. While we request that you submit the form by the deadline, your financial aid award will not be delayed because this questionnaire is incomplete.

How to submit it:

Access the online form by selecting it from your list of unsatisfied financial aid requirements in the Student Information System (SIS): After logging into SIS, choose the Financial Aid tab, then “Status of Financial Aid Requirements.” Select the aid year for your application to see your requirements list.

If you receive an outside scholarship after submitting your Yale Application for Undergraduate Financial Aid, please submit an Outside Scholarship/Resource Update form.