Federal Direct Loan Only Applicants

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

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

Yale Loan Only Application

Complete the Loan Only Application and send the signed form to Student Financial Services.

2013–2014 Free Application for Federal Student Aid (FAFSA)*

Apply on line at www.fafsa.ed.gov

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 2012 tax year
  • Filed an amended 2012 tax return
  • Had a change in marital status after the end of the tax year on December 31, 2012

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

Copies of student's and parents' 2012 federal tax returns (including all W-2 forms and schedules) Mail to Yale: You will send signed copies of all tax return information, along with all W-2s and schedules, directly to Student Financial Services.

*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 2013–2014 academic year by logging in with your Yale NetID and password to Student Information Systems (SIS).

Timeline

The tables below list the filing dates and award notification dates for 2013–2014. Keep in mind that term bills for the 2013–2014 academic year go out on July 1 for the Fall 2013 semester (due date August 1) and November 1 for the Spring 2014 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 8, 2013 June 3, 2013
May 13, 2013 June 24, 2013

Application Filing Dates for Spring Only Applicants

Application Filing Dates Notification of Award
September 2, 2013 October 1, 2013
October 14, 2013 November 11, 2013

Additional Note

In order to ensure that your loan is shown on the term bill, please complete the Yale Loan Only Application by June 3, 2013 for full-year and fall-only applicants. For spring term-only applicants, please complete by October 1, 2013.

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 Services
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.