Finalizing Your Award

Because financial aid awards may not be processed or finalized before the deadline to register for the Yale Payment Plan (YPP), you may register with YPP using your estimated award (new students) or your financial aid figures from the previous year (continuing students).

New Students
Continuing Students

New students

After matriculation, incoming students must submit some additional forms to complete the financial aid application process. All financial aid awards must be verified and finalized before they are applied to your bill. This is a pro-forma process required by federal regulations and Yale policy; it should not be a cause for concern. The process has three main purposes:

  • to verify your financial data;
  • to ensure that the information used to generate your initial estimate is still accurate;
  • to update your award with any new information, such as outside scholarships.

Once you have your Yale NetID and password, you can check what forms and documents are still outstanding for your financial aid file at any time by logging in to Yale Student Information Systems.

U.S. citizens and permanent residents

Please note that because verification forms confirm the data you initially submitted, some ask for information you may have already provided.

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

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 2016 tax year
    • Your marital status changed after the end of the tax year on December 31, 2016
    • You did not file a 2016 tax return
       
  2. Submit an IRS Tax Return Transcript. If you filed a 2016 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 2016 tax return, you must submit an IRS Record of Account Transcript (instead of a Tax Return Transcript). For more information on IRS transcripts, see the IRS Transcript Types Web page
     
  3. NEW for 2018–2019! 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 2016 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 2016 tax return do NOT have to submit an IRS Verification of Nonfiling Letter.
     
     

How to submit it:

  • If you filed a 2016 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 2016 tax returns.
     
  • If you filed a 2016 tax return but are ineligible to use IRS Data Retrieval, request to have a 2016 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 2016 Tax Return Transcript in addition to submitting copies of your 2016 tax returns.
     
  • If you are the parent of a dependent student, or are an independent student, who did not file a 2016 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.
        Note: You must submit a 2016 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:

A form required of all incoming U.S. and Canadian students who will receive financial aid. Once the form becomes available, it is important to complete and return it as quickly as possible to help verify your family information and to notify Yale about all external funding sources.

Please remember to check Student Information Systems (SIS) for a personalized list of additional documents required to finalize your financial aid award.

How to submit it:

Incoming students will receive an e-mail in May directing them to the form.

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:

Fill out and submit the online form.

If you receive an outside scholarship after submitting your Family Information Supplement, please submit an Outside Scholarship/Resource Update form.

Canadian citizens

Please note that because verification forms confirm the data you initially submitted, some ask for information you may have already provided.

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

What it is:

A form required of all incoming U.S. and Canadian students who will receive financial aid. Once the form becomes available, it is important to complete and return it as quickly as possible to help verify your family information and to notify Yale about all external funding sources.

Please remember to check Student Information Systems (SIS) for a personalized list of additional documents required to finalize your financial aid award.

How to submit it:

Incoming students will receive an e-mail in May directing them to the form.

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:

Fill out and submit the online form.

If you receive an outside scholarship after submitting your Family Information Supplement, please submit an Outside Scholarship/Resource Update form.

International citizens (non-Canadian)

Please note that because verification forms confirm the data you initially submitted, some ask for information you may have already provided.

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

What it is:

A form required of all incoming non-Canadian international students who will receive financial aid. Once the form becomes available, it is important to complete and return it as quickly as possible to help verify your family information and to notify Yale about all external funding sources.

Please remember to check Student Information Systems (SIS) for a personalized list of additional documents required to finalize your financial aid award.

How to submit it:

Incoming students will receive an e-mail in May directing them to the form.

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:

Fill out and submit the online form.

If you receive an outside scholarship after submitting your Family Information Supplement, please submit an Outside Scholarship/Resource Update form.

Continuing students

Students must reapply for financial aid each year, and financial data for continuing students is verified as part of the reapplication process. For more information, including required forms, accompanying documentation, and deadlines, see the Continuing Students page under Applying For Aid.

You can also check what forms and documents are still outstanding for your own financial aid file at any time by logging in to Yale Student Information Systems with your Yale NetID and password.