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.

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

Required Forms How to Apply/Where to Send
2014–2015 Eli Whitney
Financial Aid Application

Download the appropriate form below. Fill in electronically, print, sign, and submit to Student Financial Services.

2014–2015 Free Application for Federal Student Aid (FAFSA)

Apply on line at fafsa.ed.gov.

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:

  • You are married but filed separate returns for the 2013 tax year
  • Filed an amended 2013 tax return
  • Had a change in marital status after the end of the tax year on December 31, 2013

To request a tax return transcript, visit the IRS Web site.

2014–2015 CSS Profile

Apply on line on the College Board's Web site. Required only for Eli Whitney students admitted in or after 2007–2008.

Signed copies of 2013 tax returns and W2 form(s) for you, your parents, and your spouse

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

Students admitted in or after 2007–2008: Mail to the College Board's Imaging and Documentation Service (IDOC). You will send the tax return information, along with the required cover sheet, directly to IDOC.

The IDOC Process

Beginning in February, and after you have submitted the CSS Profile Application, you will receive instructions from the College Board's 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 the College Board's IDOC Web site.

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 Web site.

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.
CSS Noncustodial Profile
(if required)
Applicants will receive a College Board e-mail with instructions. Submit 2013 tax returns directly to Student Financial Services. Required only for Eli Whitney students admitted in or after 2007–2008.
Bio Questionnaire: Application Supplement This form allows the university to match students with donors and designees of endowed funds. Please submit on line. Required only for Eli Whitney students admitted in or after 2007–2008.

Recommended Submission Date

It is best if you submit the above materials by May 1, 2014.

Mailing Information

Regular Mail Overnight Mail Fax
Yale University Student Financial Services
PO Box 208288
New Haven, CT 06520-8288
Yale University
Student Financial Services
246 Church Street
New Haven, CT 06510
(203) 777-6100

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.