For graduate- and professional-student forms, please visit your school's financial aid website.
When mailing or faxing a form or document to SFS, please include the student's name and date of birth or Student Identification Number on each page.
What it is:
The State of Connecticut's code of conduct for student loans, from Connecticut's Office of the Attorney General. Read carefully prior to taking out a student loan.
Yale's CSS College Code is 3987
Date available: October 1
Date due for Early Action: November 18, 2020
Date due for Regular Decision: March 3, 2021
Priority deadline for continuing students: May 9, 2021
Date due for Transfer students: April 30, 2021
Date due for Eli Whitney students: April 30, 2021
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.
Instructions for U.S. citizens and permanent residents:
• 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.
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.
Date due: April 30, 2021
What it is:
Yale’s financial aid application for Eli Whitney Students.
How to submit it:
Upload the form using the Online Document Upload Tool, or fax it to Undergraduate Financial Aid using the information in the form's header. For security reasons, please do not submit financial aid documents via e-mail.
Yale's FAFSA code is 001426
Date available: October 1
Date due for Early Action: November 18, 2020
Date due for Regular Decision: March 3, 2021
Priority deadline for continuing students: May 9, 2021
Date due for Transfer students: April 30, 2021
Date due for Eli Whitney students: April 30, 2021
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.
Instructions for U.S. citizens and permanent residents:
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:
- What to know before you begin your FAFSA
- Tips for parents on filling out the FAFSA
- What happens after you submit your FAFSA
You can also visit the FAFSA Help page for FAQs and contact information.
Tax information entered in the FAFSA may also need to be verified with IRS Data Retrieval or an IRS Tax Return Transcript.
What it is:
Required for students who completed the Yale Application for Undergraduate Financial Aid form before completing the FAFSA or who did not fully complete the family and educational information on the Yale Application.
How to submit it:
Upload the form using the Online Document Upload Tool, or fax it to Undergraduate Financial Aid using the information in the form's header. For security reasons, please do not submit financial aid documents via e-mail.
What it is:
A form required of certain incoming U.S. citizens and permanent residents 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 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, in part because not all first-year students are required to complete the Family Information Supplement (FIS).
How to submit it:
Upload the form using the Online Document Upload Tool, or fax it to Undergraduate Financial Aid using the information in the form's header. For security reasons, please do not submit financial aid documents via e-mail.
What it is:
An abbreviated federal-loan application form for U.S. citizens and permanent residents who receive Yale Scholarship.
How to submit it:
First, complete the FAFSA.
Upload the form using the Online Document Upload Tool, or fax it to Undergraduate Financial Aid using the information in the form's header. For security reasons, please do not submit financial aid documents via e-mail.
Once your loan has been processed, we will send you instructions for completing the online master promissory note (MPN). New borrowers will also receive instructions for completing the required online entrance interview.
What it is:
A federal-loan application form for U.S. citizens and permanent residents applying only for student or parent loans and not receiving a Yale Scholarship grant.
How to submit it:
First, complete the FAFSA.
Upload the form using the Online Document Upload Tool, or fax it to Undergraduate Financial Aid using the information in the form's header. For security reasons, please do not submit financial aid documents via e-mail.
Once your loan has been processed, we will send you instructions for completing the online master promissory note (MPN). New borrowers will also receive instructions for completing the required online entrance interview.
Date due for Early Action: November 18, 2020
Date due for Regular Decision: March 3, 2021
Priority deadline for continuing students: May 9, 2021
Date due for Transfer students: April 30, 2021
Date due for Eli Whitney students: April 30, 2021
What it is:
U.S. citizens and permanent residents who did not file a federal tax return must submit a Tax Nonfiling Statement with the financial aid application. If your parents are divorced, separated, or never married, your noncustodial parent should submit this form if she/he did not file a tax return for the tax year requested in the CSS Profile.
Instructions for U.S. citizens and permanent residents:
If your noncustodial parent worked during the tax year, you must attach her/his W2 form(s) to the tax nonfiling statement. When completing this form, do not leave blanks. If the answer is zero, write "0."
Upload the form using the Online Document Upload Tool, or fax it to Undergraduate Financial Aid using the information in the form's header. For security reasons, please do not submit financial aid documents via e-mail.
What it is:
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. However, we understand that some families may have extenuating circumstances that would require an exception. In such cases, students may petition for a waiver of the noncustodial parent's financial information.
Please note: Submission of the waiver petition does not guarantee its approval. In addition, unwillingness to pay is not sufficient grounds for a waiver approval absent other contributing factors. Need-based aid is a measure of ability, not willingness, to pay for a student's college education.
How to submit it:
To petition for a waiver, students should submit the documents listed below using CollegeBoard's IDOC upload service. Students who do not have access to IDOC may instead submit the documents directly to Yale using our Online Document Upload Tool or by fax or mail:
- The Noncustodial Parent Waiver Petition form. Students are encouraged to write a personal statement on the last page of the form, providing details of their situation as appropriate.
- A statement from a third party familiar with the student's family situation. It should come from a professional (other than a lawyer) who can verify information about the student/parent relationship. Such statements are often written by a counselor, religious leader, or teacher. Refer to the instructions on the waiver form for details.
- If applicable, any documentation that substantiates or expands upon the family situation, such as restraining orders or other court documents.
If you are unsure what type of documentation to submit with a waiver petition, you can contact Undergraduate Financial Aid, and a financial aid counselor will advise you.
Students whose waiver petitions are approved do not need to resubmit a petition each year. The waiver approval will carry forward throughout the student's undergraduate career.
The Outside Scholarship/Resource Update Form for 2021–2022 will be available in early summer.
What it is:
Used to notify Student Financial Services of the receipt of an outside scholarship or resource (e.g., employer tuition benefits) not yet reported to us, or to inform us of any changes or new information related to outside scholarships or resources.
- New students receiving Yale financial aid: submit this form if you receive an outside award and are not required to submit a Family Information Supplement or if you receive new information about a scholarship/resource after submitting a Family Information Supplement.
- Continuing students receiving Yale financial aid: submit this form if you receive an outside award after submitting your Yale financial aid application.
- Students who are not receiving Yale financial aid: submit this form to report outside resources or merit scholarships that will be paid directly to Yale; the anticipated credit(s) can then be applied to your Student Account.
How to submit it:
Upload the form using the Online Document Upload Tool, or fax it to Undergraduate Financial Aid using the information in the form's header. For security reasons, please do not submit financial aid documents via e-mail.
Date due for Early Action: November 18, 2020
Date due for Regular Decision: March 3, 2021
Priority deadline for continuing students: May 9, 2021
Date due for Transfer students: April 30, 2021
Date due for Eli Whitney students: April 30, 2021
What it is:
U.S. citizens and permanent residents who did not file a federal tax return for the year requested by FAFSA must submit a Tax Nonfiling Statement with the financial aid application. You can either complete the form on IDOC or use Yale's nonfiling form.
Instructions for U.S. citizens and permanent residents:
If your parent worked during the tax year, you must attach the associated W2 form(s) to the tax nonfiling statement. When completing this form, do not leave blanks. If the answer is zero, write "0."
Upload the form using the Online Document Upload Tool, or fax it to Undergraduate Financial Aid using the information in the form's header. For security reasons, please do not submit financial aid documents via e-mail.
What it is:
An abbreviated application form for the federal direct PLUS loan, available to parents who are U.S. citizens or permanent residents. This abbreviated form is for parents whose child has requested full financial aid.
How to submit it:
First, complete the FAFSA.
Upload the form using the Online Document Upload Tool, or fax it to Undergraduate Financial Aid using the information in the form's header. For security reasons, please do not submit financial aid documents via e-mail.
Instructions for e-signing the online master promissory note (MPN) will be sent to the borrower once her/his credit has been approved.
Date due: November 9, 2020
What it is:
If your family's financial situation changes significantly after your application for financial aid is processed, you or your parent(s) may request a review of your financial aid award.
Examples of situations that we review include extended unemployment, extraordinary medical expenses, and changes in family size or sibling educational costs. Also, if there is additional information that you did not indicate in the application process that you would like us to consider, you can include it in this review request. Use this form only if you find that the total financial aid offered you, including scholarship and the loan/job eligibility, is insufficient to assist you in covering your educational costs.
How to submit it:
In order for us to adjust your financial aid award, you must demonstrate how the information in the Request for Review form might affect your family's ability to contribute toward your educational costs. When you submit the form, you must also attach any applicable documentation that substantiates and explains the circumstances that you are presenting.
Upload the form using the Online Document Upload Tool, or fax it to Undergraduate Financial Aid using the information in the form's header. For security reasons, please do not submit financial aid documents via e-mail.
If you are unsure of how to complete the form, contact us on line or call (203) 432-2700.
We will begin evaluation of continuing students' review requests after August 1. This means that in order to avoid any late charges to their student account, continuing students should make appropriate arrangements to meet the August 1 fall billing due date based on their original financial aid decision.
What it is:
The federal Truth in Lending Act requires a lender to obtain a self-certification signed by the applicant before disbursing a private education loan. The school is required on request to provide the form or the required information only for students admitted or enrolled at the school.
How to submit it:
Submit the signed Self-Certification form to your private lender. For more information, see Alternative Loans.
Date due for Early Action: November 18, 2020
Date due for Regular Decision: March 3, 2021
Priority deadline for continuing students: May 9, 2021
Date due for Transfer students: April 30, 2021
Date due for Eli Whitney students: April 30, 2021
What it is:
As part of the 2021–2022 financial aid application, Yale requires copies of 2019 tax returns or, if no tax return was filed, equivalent documentation of 2019 income.
- If your parents are divorced, separated, or were never married, you must submit copies of both your custodial and noncustodial parents' 2019 tax returns or income documentation.
- Families with a business or farm must also include the 2019 business or farm tax return(s).
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 Share, 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 not guarantee that the noncustodial parent's requirements will be waived.
Instructions for U.S. citizens and permanent residents:
- Use the College Board's IDOC Service to submit signed copies of 2019 federal tax returns, including all schedules and W-2s. For more information about the IDOC service, see IDOC under Financial Aid Terminology or visit the College Board website.
- Students and parents who submitted an amended 2019 federal tax return must also submit a signed copy of the amended return.
- 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 |
|---|---|
| 2021–2022 | 2019 tax year |
| 2022–2023 | 2020 tax year |
| 2023–2024 | 2021 tax year |
| 2024–2025 | 2022 tax year |
- Use the College Board's IDOC Service to submit signed copies of 2019 tax returns and/or income documents. For more information about this service, see IDOC under Financial Aid Terminology or visit the College Board website.
- If the tax returns are in a language other than English, please also provide an English translation of the text. The translation does NOT have to be an official document, and numbers do NOT need to be converted to U.S. currency.
- Parents who do not file a tax return should submit documentation of their income, such as a letter from their employer.
Priority deadline for continuing students: May 9, 2021
Date due for Eli Whitney students: April 30, 2021
What it is:
U.S. citizens and permanent residents who did not file a 2019 federal tax return must submit a Tax Nonfiling Statement with the financial aid application. You can either complete the form on IDOC or use Yale's nonfiling form.
Instructions for U.S. citizens and permanent residents:
If you worked during the tax year, you must attach your W2 form(s) to your tax nonfiling statement. When completing this form, do not leave blanks. If your answer is zero, write "0."
Upload the form using the Online Document Upload Tool, or fax it to Undergraduate Financial Aid using the information in the form's header. For security reasons, please do not submit financial aid documents via e-mail.
The 2021 Summer Loan Application will be available in April.
Date due: May 15
What it is:
Loan application form for Yale College students taking courses in Yale Summer Session. The PDF includes Summer Session Questions and Answers, the Summer Loan Application Form, and the SFS Summer Course Approval Statement.
How to submit it:
After reading the 2-page Q&A, complete and sign both the 2-page loan application form and the SFS Summer Course Approval Statement. Upload both documents using the Online Document Upload Tool, or fax or mail them to Undergraduate Financial Aid using the information in the form's header.
NOTE: If you choose to take out a Federal Direct Loan or PLUS Loan for the summer, you must also complete the associated 2020–2021 loan form. Links to these forms are available on the summer loan application form itself and on our Forms page.
Priority deadline for continuing students: May 9, 2021
What it is:
Yale's application for institutional aid (Yale Scholarship) for continuing students
How to submit it:
Upload the form using the Online Document Upload Tool, or fax it to Undergraduate Financial Aid using the information in the form's header. For security reasons, please do not submit financial aid documents via e-mail.
Please note:
U.S. citizens and permanent residents should complete this form after submitting the FAFSA.
What it is:
Yale's institutional statement on its student lending code of conduct. Read carefully prior to taking out a student loan.