Fill in online, print, sign, and submit to Student Financial Services.

• Students Admitted Prior to 2007–2008 click here for application.
• Students Admitted in 2007–2008 or After click here for application.

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:

• You are married but filed separate returns for the 2011 tax year
• Filed an amended 2011 tax return
• Had a change in marital status after the end of the tax year on December 31, 2011

To request an IRS transcript go to: www.irs.gov and click "Order a Tax Return or Account Transcript".

Apply online at www.collegeboard.com. Required only for Eli Whitney students admitted in 2007–2008 and after .

Students admitted prior to 2007–2008: Mail directly to Student Financial Services.

Students admitted 2007–2008 and after: Mail to IDOC. You will send the tax return information, along with the required cover sheet, directly to the College Board’s Imaging and 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 with a link to the IDOC web site to print your cover sheet and requirements document. You should mail the tax information to the College Board along with the completed and signed IDOC Cover Sheet. When the College Board receives your documents, they will electronically image and transmit your tax return statements to Yale Student Financial Services.

Signed Copies with Schedules and W2 Forms

• You should sign the federal tax return copies, including all schedules and W2 forms. Yale does not require state tax returns. If you submit a TeleFile Tax Record, include the taxpayer’s signature and the six-digit IRS confirmation number on the bottom of the TeleFile Tax Record.
• Parents and/or students who are not required to file a federal tax return must complete the appropriate Non-Tax Filer Statement as instructed in the IDOC Requirements Letter from the College Board IDOC Service. You must also include a completed Cover Sheet . To review your Requirements Document or to print a Cover Sheet, go to https://idoc.collegeboard.com/idoc/index.jsp.

IDOC Cover Sheet

The College Board will not process any information without an IDOC Cover Sheet. Beginning in February, you can print a duplicate IDOC Cover Sheet from the College Board’s website.

Confidentiality

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.

Submit online. Required only for Eli Whitney students admitted in 2007-2008 and after.