Forms and Documents for Undergraduates

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.

Date due: May 15

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.

What it is:

Required for a student or parent who did not sign the certification on the initial Application for Undergraduate Financial Aid.

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 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 9, 2018

Date due for Regular Decision: March 1, 2019

Date due for continuing students:

to be announced

Date due for Transfer students: to be announced

Date due for Eli Whitney students: to be announced

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.

Instructions for Canadian citizens:

• 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.

Instructions for International citizens (non-Canadian):

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 for Eli Whitney students: to be announced

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 or mail it to Undergraduate Financial Aid using the information in the form’s header.

Yale’s FAFSA code is 001426

Date available: October 1

Date due for Early Action: November 9, 2018

Date due for Regular Decision: March 1, 2019

Date due for continuing students:

to be announced

Date due for Transfer students: to be announced

Date due for Eli Whitney students: to be announced

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 must also 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 or mail it to Undergraduate Financial Aid using the information in the form’s header.

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:

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:

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:

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:

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 or mail it to Undergraduate Financial Aid using the information in the form’s header.

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 or mail it to Undergraduate Financial Aid using the information in the form’s header.

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 9, 2018

Date due for Regular Decision: March 1, 2019

Date due for continuing students:

to be announced

Date due for Transfer students: to be announced

Date due for Eli Whitney students: to be announced

What it is:

U.S. citizens and permanent residents who did not file a 2017 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.

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 or mail it to Undergraduate Financial Aid using the information in the form’s header.

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 following documents directly to Undergraduate Financial Aid using the 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 call Student Financial Services, 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 not yet reported to us, or to inform us of any changes or new information related to outside scholarships.

  • New students receiving Yale financial aid: submit this form if you receive an outside award after submitting your 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 so the credit(s) can be applied to your term bill.

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.

Date due for Early Action: November 9, 2018

Date due for Regular Decision: March 1, 2019

Date due for continuing students:

to be announced

Date due for Transfer students: to be announced

Date due for Eli Whitney students: to be announced

What it is:

U.S. citizens and permanent residents who did not file a 2017 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 your 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 or mail it to Undergraduate Financial Aid using the information in the form’s header.

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 or mail it to Undergraduate Financial Aid using the information in the form’s header.

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 11, 2018

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 or mail it to Undergraduate Financial Aid using the information in the form’s header.

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: October 15

What it is:

Used to verify that a family will have more than one student enrolled in college during the academic year. Yale policy requires that SFS verify the enrollment of an applicant’s sibling(s) at another college or university.

How to submit it:

Families must fill out the form’s Section I, then have the financial aid office at the sibling’s college fill out Section II. 

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: If more than one of an applicant’s siblings will be concurrently enrolled in college, please use a different form for each sibling.

Date due for Early Action: November 9, 2018

Date due for Regular Decision: March 1, 2019

Date due for continuing students:

to be announced

Date due for Transfer students: to be announced

Date due for Eli Whitney students: to be announced

What it is:

U.S. citizens and permanent residents who did not file a 2017 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 or mail it to Undergraduate Financial Aid using the information in the form’s header.

Date available: March 15

Date due: May 5

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 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.

Date due for Early Action: November 9, 2018

Date due for Regular Decision: March 1, 2019

Date due for continuing students:

to be announced

Date due for Transfer students: to be announced

Date due for Eli Whitney students: to be announced

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.

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.

Instructions for U.S. citizens and permanent residents:

  • 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

Instructions for Canadian citizens:

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

Instructions for International citizens (non-Canadian):

  • 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

Date due for continuing students:

to be announced

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:

Yale’s institutional statement on its student lending code of conduct. Read carefully prior to taking out a student loan.