Federal Direct Loan Only Applicants
Please note that you will require Adobe Acrobat to view these forms. You can download it here.
Canadian residents and international students along with U.S. Citizens and Permanent Residents applying for a Federal Stafford Loan only should submit tax returns directly to Yale Student Financial Services.
| Application Requirements | How to Apply/Where to Send |
|---|---|
Complete the Loan Only Application and send the signed form to Student Financial Services. |
|
| 2012–2013 Free Application for Federal Student Aid (FAFSA)* | Apply online at www.fafsa.ed.gov
New this year for student and parent tax filers: Your taxable income must be verified by using the FAFSA's IRS Data Retrieval Tool or by comparing it to an IRS tax transcript. If you filed your federal tax return electronically at least two weeks prior to today or submitted your paper returns 6-8 weeks prior to today, you may be eligible to use the IRS Data Retrieval Tool. We strongly encourage you to use this tool which allows both the parent and student to provide consent to the IRS to upload data from your federal tax returns at the time you complete your FAFSA. If you have not completed your tax return yet, you will not be able to use Data Retrieval until you do. However, you can complete the FAFSA using estimates and go back later to complete the Data Retrieval. You will not be able to use the IRS Data Retrieval Process and must submit an IRS Tax Transcript if any of the following applies:
To request an IRS transcript go to: www.irs.gov and click "Order a Tax Return or Account Transcript". |
| Copies of student’s and parents’ 2011 federal tax returns (including all W2 forms and schedules) | Mail to Yale: You will send signed copies of all tax return information along with all W2s and schedules, directly to Student Financial Services. |
*Residents of Connecticut, Maine, Massachusetts, Pennsylvania, Rhode Island, or Vermont must apply for a State Grant by completing the FAFSA and submitting any other information that their stage agencies require by the states’ deadline dates. Students who are eligible to receive state funding but do not receive it due to incomplete or late application materials will not receive Yale funds to cover the amount of state funding they would have received.
Financial Aid Status
You can check what financial aid forms are required of you for the 2012-2013 academic year by logging in with your Yale NetID and password at www.yale.edu/sis.
Timeline
The tables below list the filing dates and award notification dates for 2012-2013. Keep in mind that term bills for the 2012-2013 academic year go out on July 1 for the Fall 2012 semester (due date August 1) and November 1 for the Spring 2013 semester (due date December 1). In order to ensure that your financial aid is shown on your bill and to avoid late fee charges, you must complete your application by one of the application filling dates listed below.
Application Filing Dates for Full Year and Fall Only Applicants
| Application Filing Dates | Notification of Award |
|---|---|
| April 9, 2012 | June 1, 2012 |
| May 14, 2012 | June 25, 2012 |
Application Filing Dates for Spring Only Applicants
| Application Filing Dates | Notification of Award |
|---|---|
| September 3, 2012 | October 1, 2012 |
| October 15, 2012 | November 12, 2012 |
Additional Note
In order to ensure that your loan is shown on the term bill, please complete the Yale Loan Only Application by June 4th for full-year and fall-only applicants. For spring term-only applicants, please complete by October 1.
Extenuating Circumstances
To make Student Financial Services aware of special circumstances that are not reflected on the financial aid applications, you should submit a description on a separate sheet (along with any applicable documentation) to Student Financial Services.
Mailing Information
| Regular Mail | Overnight Mail | Fax |
|---|---|---|
| Yale University Student Financial Services PO Box 208288 New Haven, CT 06520-8288 |
Yale University Student Financial Service 246 Church Street New Haven, CT 06510 |
(203) 777-6100 |
When submitting financial aid information directly to Student Financial Services, be sure that your name and student ID number are listed on the top of each document. Please do not mail us copies of any materials that you transmit by fax machine.
