Application Instructions for US Citizens
and Permanent Residents
To ensure that students benefit from the full range of available financial aid, Yale requires the completion of the Free Application for Federal Student Aid, which is used to determine eligibility for federal and state grants as well as the low-interest Federal Direct Loan program.
Institutional aid is a substantial component of the financial aid package for most Yale College students, and the CSS Profile, along with FAFSA, is required to determine eligibility for Yale scholarships. The CSS Profile provides an automatic fee waiver for applicants from low-income families with few assets.
|Required Forms||How to Apply/Where to Send|
|2015–2016 CSS Profile||Apply on line on the College Board's Web site.|
|Signed copies of 2014 tax returns and W2 form(s) for you, your parents, and your spouse||
Submit 2014 tax return information on line using the College Board's Institutional Documentation Service (IDOC).
The IDOC Process
Beginning in February, and after you have submitted the CSS Profile Application, you will receive instructions from the College Board IDOC Service on how to upload required documentation for the 2014 tax year. For more information, or to view or add documents, visit the IDOC Web site.
Signed Copies with Schedules and W2 Forms
Just as if you submitted the returns directly to Yale Student Financial Services, the confidentiality of your information is ensured. The College Board will electronically store your information in a secure environment and the paper copies of your documents will not be retained. Your IDOC submission will be communicated only to Yale Student Financial Services.
|CSS Noncustodial Profile
|Applicants will receive a College Board e-mail with instructions. Submit 2014 tax returns directly to Student Financial Services.|
|CSS Business/Farm Supplement (if required)||Submit the Business/Farm Supplement to Student Financial Services.|
|2015–2016 Free Application for Federal Student Aid (FAFSA)*||Apply on line at fafsa.ed.gov.|
|IRS Data Retrieval or
Tax Return Transcript
Your taxable income must be verified by using the FAFSA IRS Data Retrieval Tool or by comparing it to an IRS tax return 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 a tax return transcript, visit the IRS Web site.
|2015–2016 Eli Whitney
Financial Aid Application
|Download the application form. Fill in electronically, print, sign, and submit to Student Financial Services.|
|Bio Questionnaire: Application Supplement||This form allows the university to match students with donors and designees of endowed funds. Please submit on line after accepting your offer of admission and receiving your NetID.|
Recommended Submission Date
It is best if you submit the above materials by May 1.
|Regular Mail||Overnight Mail||Fax|
|Yale University Student Financial Services
PO Box 208288
New Haven, CT 06520-8288
Student Financial Services
246 Church Street
New Haven, CT 06510
When submitting financial aid information directly to Yale, send it to Student Financial Services and not to the Office of Admissions. Be sure that your name (as the student applicant) and your date of birth are listed on the top of each document.