U.S. Citizens and Permanent Residents Applying for Yale Scholarship

Please note that you will require Adobe Acrobat to view these forms. You can download it here.

U.S. citizens and permanent residents applying for Yale Scholarship should submit signed copies of 2011 federal tax returns (including all W2 forms and schedules) to the College Board’s Imaging and Documentation Service (IDOC) and not to Yale Student Financial Services. Beginning in early February and after you have submitted the CSS Profile Application, you will receive a cover letter and cover sheet from the College Board that provides instructions for submitting federal tax returns. You should submit the tax returns to the College Board along with the completed cover sheet.

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
Notification of Interest (if required) If you are applying for aid for the first time, please email Student Financial Services of your interest. Allow two to three business days before completing the rest of the requirements listed below.
2012–2013 Yale Application for Undergraduate Financial Aid

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

Please wait until you have signed and submitted the FAFSA to complete this financial aid application.
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:

  • 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".
2012–2013 CSS Profile Apply online at www.collegeboard.com.
Signed copies of student’s and parents’ 2011 federal tax returns (including all W2 forms and schedules)

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). Read below for more information on 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.
CSS Business/Farm Supplement
(if required)		 Submit the Business/Farm Supplement to Student Financial Services. Access forms here.
CSS Noncustodial Profile
(if required)		 Applicants will receive a College Board email with instructions. Submit 2011 tax returns directly 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 online.

*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

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.