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
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. More information about our CSS Profile fee waiver process will be coming late September.
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.
Yale's FAFSA code is 001426
Date available: January (possibly sooner)
We do not require the FAFSA for a provisional financial aid decision.
Date due for Early Action: Please submit the FAFSA as soon as possible after it becomes available.
We do not require the FAFSA for a provisional financial aid decision, if the form is not available by the deadline above.
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:
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:
An abbreviated application form for the federal direct PLUS loan, available to parents who are U.S. citizens or permanent residents whose children have applied for need-based financial aid from Yale.
How to submit it:
First, complete the FAFSA.
Second, the Yale Student initiates the Parent PLUS Loan Request by logging into the form linked above with their NetID and password. The Yale student will enter the parent borrower's name and email address, then an email is sent to the parent borrower to complete the remainder of the Parent PLUS Loan application.
Federal Student Aid will email instructions to the parent borrower for e-signing the online master promissory note (MPN) once her/his credit has been approved.
What it is:
An abbreviated application form for the federal direct student loan, available to U.S. citizens and permanent residents who have applied for need-based aid from Yale.
How to submit it:
How to submit it:
First, complete the FAFSA.
Second, the Yale Student logs into the Federal Student Loan Request Form with their NetID and password to complete, sign, and submit the form electronically.
Once your loan has been processed, Federal Student Aid we email instructions for completing the online master promissory note (MPN). New borrowers will also receive instructions from Federal Student Aid for completing the required online entrance interview. The Master Promissory Note and Entrance Counseling only needs to be completed once for undergraduate Federal Student Loan borrowers.
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."
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.
- 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.
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
- Continuing students receiving Yale financial aid: submit this form if you receive an outside award
- 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.
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."
Submission Date: October 15 for Full Year Review and March 15 for Spring Term Review
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 offer.
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 to 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, 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.
If you are unsure of how to complete the form, contact us on line or call (203) 432-2700.
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.
What it is:
As part of the 2025–2026 aid application, Yale requires copies of 2023 tax returns or, if no tax return was filed, equivalent documentation of 2023 income.
- If your parents are divorced, separated, or were never married, you must submit copies of both your custodial and noncustodial parents' 2023 tax returns or income documentation.
- Families with a business or farm must also include the 2023 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 2023 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 2023 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 |
|---|---|
| 2024–2025 | 2022 tax year |
| 2025–2026 | 2023 tax year |
| 2026–2027 | 2024 tax year |
|
2027-2028 |
2025 tax year |
- Use the College Board's IDOC Service to submit signed copies of 2023 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.
What it is:
As part of the 2025–2026 financial aid application, Yale requires copies of 2023 tax returns or, if no tax return was filed, equivalent documentation of 2023 income.
Instructions for U.S. citizens and permanent residents:
- Use the College Board's IDOC Service to submit signed copies of 2023 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 who submitted an amended 2023 federal tax return must also submit a signed copy of the amended return.
- 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 students will need to submit updated tax documents in future years.
| For aid year | Tax return required |
|---|---|
| 2024–2025 | 2022 tax year |
| 2025–2026 | 2023 tax year |
| 2026–2027 | 2024 tax year |
|
2027-2028 |
2025 tax year |
- Use the College Board's IDOC Service to submit signed copies of 2023 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.
- Students who do not file a tax return should submit documentation of their income, such as a letter from their employer.
What it is:
U.S. citizens and permanent residents who did not file a 2022 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."
What it is:
Required for prospective and First-year students in order to verify household information and tax filing status.
Only required for Returning students that need to make a correction to their household information.
How to submit it:
What it is:
Yale's institutional statement on its student lending code of conduct. Read carefully prior to taking out a student loan.