There is no Institutional Financial Aid Application required at this time. A supplemental application will be sent to matriculated students in May.

Custodial Parents: Apply online at profileonline.collegeboard.com.
Yale’s CSS College Code is 3987. Yale receives your Profile data electronically from CSS so you should not send copies or printouts of your application to Yale.
Recommended Due Date: We recommend that you submit the CSS Profile by March 1, 2012.

Non-Custodial Parents: The CSS Non-Custodial Profile is required if your parents are divorced, separated, or were never married. When you complete your Profile registration, the College Board will notify you that Yale requires the Noncustodial Profile. You will be sent an e-mail that details the requirement and you will be directed to share this e-mail with your noncustodial parent. This e-mail will contain a link to the Noncustodial Profile website as well as login instructions for your noncustodial parent.
Recommended Due Date: We recommend that you submit the CSS Non-Custodial Profile by March 7, 2012

Custodial Parents: Submit signed copies of your parents’ 2011 federal tax returns (including all W2 forms and schedules) to the College Board’s Imaging and Documentation Service (IDOC). All documents sent to IDOC must include the cover sheet provided by CSS. Beginning in February, after you have submitted the CSS Profile Application, you will receive the cover sheet and instructions about the IDOC process.
If your parents’ 2011 tax returns will not be completed by March 15, 2012, you should send copies of your parents’ 2010 federal tax returns (including all W2 forms and schedules) directly to Yale Student Financial Services. You should only send the 2010 tax forms to Yale if you will not be able to submit the 2011 returns to IDOC by March 15.

Non-Custodial Parents: Your noncustodial parent must send a copy of his/her 2011 tax return directly to Student Financial Services. If your noncustodial parent’s 2011 tax return will not be completed by March 15, he/she should submit the 2010 return to Student Financial Services.

Required if your parent(s) are self-employed or own a business. Download the form, and submit directly to Student Financial Services.

Required if your parents live abroad. Download the form, and submit completed forms to Student Financial Services.

Imaging and Documentation Service (IDOC)

Your family’s 2011 tax return should be submitted directly to the College Board’s Imaging and Documentation Service (IDOC) and not to Student Financial Services.

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

• Please submit a signed copy of your federal tax return, including all schedules and W2 forms. Yale does not require state tax returns.
• 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.

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".