Forms for Undergraduate Financial Aid

CSS Profile Waiver Request for the Noncustodial Parent

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 College Board’s IDOC. 

• The CSS Profile Waiver Request for the Noncustodial Parent. 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 additional details.
• If applicable, any documentation that substantiates or expands upon the family situation, such as restraining orders or other court documents.

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.

2024-25 Federal Direct Parent PLUS Loan Request Form

2025-26 Federal Direct Parent PLUS Loan Request Form

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 the borrower’s credit has been approved.

2024-25 Federal Direct Student Loan Request Form 

2025-26 Federal Direct Student Loan Request Form

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:

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 counseling. Federal Student Loan borrowers only need to complete the Master Promissory Note and Loan Entrance Counseling once.

2024-25  Non-Tax Filer’s Statement

2025-26  Non-Tax Filer’s Statement

What it is: 

U.S. citizens and permanent residents who did not file a federal tax return for the year requested must submit a non-tax filer’s statement in lieu of a federal  tax return when completing  their financial aid application.  This form can also be found on College Board’s webpage and is available for use by students, spouses, individual or both parents. 

Instructions for U.S. citizens and permanent residenTS:

If you had earnings during the requested tax year, but earned less than the filing threshold, you must list any associated income sources and their amounts  on the form. When submitting the form to IDOC, please also include any corresponding W-2 form(s). 

If you did not have earnings during the requested tax year, please indicate “no source of income” as the source of your income with “$0” under the amount section. Do not leave any section blank. 

How to submit it:

Documentation should be submitted to College Board’s IDOC platform. 

2024–2025 Outside Scholarship/Resource Information Form

2025–2026 Outside Scholarship/Resource Information Form

What it is:

Used to notify Undergraduate Financial Aid 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.

• 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 YalePay Student Account.

2025-2026 Request for Review Form

Submission Date:  Must be submitted before March 15 for a current year review

What it is:

If your family’s financial circumstances have changed significantly or if you have special financial circumstances that were not reported on your initial financial aid application, you may use this form to initiate a request a review  of your financial aid offer. The Financial Aid Committee will review your request and share the result in writing. 

Examples of circumstances that the committee reviews includes but is not limited to:

• Termination of employment or other employment change
• Retirement
• Disability
• One-time income (e.g., back pay, capital gain, retirement withdrawal) 
• Loss of untaxed income (e.g., child support, Social Security, unemployment benefits) 
• Recent separation/divorce 
• Unusual medical/dental bills not covered by health insurance
•  Expenses associated with the care of an elderly grandparent 
• Repayment of parents’ education loans in the tax year being reviewed

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. Along with submitting the request for review form, you must also attach any documentation that supports the circumstances you are presenting. 

How to submit it:

Submission information can be located on the top right corner of the form. 

Year or Term Abroad Form

What it is: 

A form to notify Undergraduate Financial Aid of key information needed to process the adjustment to your financial aid offer based on your Year or Term Abroad Program.

Note: Students in the Yale-in-London program do not need to submit study-abroad budget information. This program has a standardized budget that Undergraduate Financial Aid uses when calculating participants’ financial aid.

How to Submit It: 

Submission will occur dynamically. 

2024-25 Verification Statement for Dependent Students

2024-25 Verification Statement for Independent Students

2025-26 Verification Statement for Dependent Students

2025-26 Verification Statement for Independent Students

What it is:

Required for prospective and first-year students in order to verify household information and tax filing status.

Only required for current, returning students that need to make a correction to their household information.

How to submit it:

Documentation should be submitted to College Board’s IDOC platform.

If you do not have access to IDOC, you may submit documentation to this weblink.