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Student Finance

Academic Success

Applying for Aid

When applying for financial aid at the School of Medicine, you have the option to apply for either federal financial aid only, or both federal and institutional aid.  Please visit the Eligibility section of our website for more information about federal and institutional financial aid.

Option #1 – Federal Financial Aid ONLY

  • Step 1 : Complete the Free Application for Federal Student Aid (FAFSA)

    The Free Application for Federal Student Aid (FAFSA) is the primary financial aid application. It must be completed by students interested in applying for federal aid (Stafford and Graduate PLUS loans) and those interested in applying for institutional aid.
    In order to complete the FAFSA, a student must:

    • Complete the FAFSA using your 2016 income and asset information
    • Have a Federal Student Aid (FSA) ID and password to log in
      • If you have never completed the FAFSA before, you must create a FSA ID and password on the Federal Student Aid website.
      • If you forgot your ID or password you can reset either one by going to the FSA website and clicking on the Edit My FSA ID tab.
    • Have a valid Social Security Number (SSN) or Alien Registration Number (if you are not a U.S. citizen)
    • Bank statements and records of investments (if applicable)
    • Records of untaxed income (if applicable)
    • Utilize the IRS Data Retrieval Tool
      • In the finances section of the FAFSA, you will see a "Link to IRS" button if you are eligible to use the IRS DRT.
        • If you are not eligible to use the IRS DRT, please follow Step 2 below.
      • Click the "Link to IRS" button and log in to the IRS to retrieve your tax return information.
      • Review your tax return information, and see the tax data that will be transferred into your FAFSA.
      • Check the "Transfer My Tax Information into the FAFSA" box, and click the "Transfer Now" button.
      • Review your federal tax return information that has been transferred into the data fields on your FAFSA.
      • For more information on the IRS Data Retrieval Tool, please visit IRS DRT Student Aid website
  • Step 2 : Submit Supplemental Documents – if applicable

    Students

    If you filed a 2016 tax return but are unable to use the IRS Data Retrieval Tool when completing the FAFSA application for any of the below reasons, please submit your 2016 Tax Return Transcript by visiting the IRS website.

      • You are married, and either you or your spouse filed as Married Filing Separately.
      • You are married, and either you or your spouse filed as Head of Household.
      • You filed a Form 1040X amended tax return. Remember, the Form 1040X is used to correct your original tax return.
      • You filed a Puerto Rican or foreign tax return.
    • For more information about requesting the tax transcript, please visit the IRS's Tax Transcript FAQ website.
    • Please note that a tax return transcript is not the same as a tax return

Option #2 – Both Federal and Institutional Financial Aid

  • Step 1 : Complete the Free Application for Federal Student Aid (FAFSA)

    The Free Application for Federal Student Aid (FAFSA) is the primary financial aid application. It must be completed by students interested in applying for federal aid (Stafford and Graduate PLUS loans) and those interested in applying for institutional aid.
    In order to complete the FAFSA, a student must:

    • Complete the FAFSA with both your 2016 income and asset information and your parents' information.  This is required for all students that would like to be considered for institutional scholarships and loans.
      • If you are 29 or older, or if you are married, please contact the Office of Student Finance as you may not need to submit parent information.
    • Have a Federal Student Aid (FSA) ID and password to log in
      • If you have never completed the FAFSA before, you must create a FSA ID and password on the Federal Student Aid website.
      • If you forgot your ID or password you can reset either one by going to the FSA website and clicking on the Edit My FSA ID tab.
    • Have a valid Social Security Number (SSN) or Alien Registration Number (if you are not a U.S. citizen)
    • Bank statements and records of investments (if applicable)
    • Records of untaxed income (if applicable)
    • Utilize the IRS Data Retrieval Tool
      • In the finances section of the FAFSA, you will see a "Link to IRS" button if you are eligible to use the IRS DRT.
        • If you are not eligible to use the IRS DRT, please follow Step 3 below.
      • Click the "Link to IRS" button and log in to the IRS to retrieve your tax return information.
      • Review your tax return information, and see the tax data that will be transferred into your FAFSA.
      • Check the "Transfer My Tax Information into the FAFSA" box, and click the "Transfer Now" button.
      • Review your federal tax return information that has been transferred into the data fields on your FAFSA.
      • For more information on the IRS Data Retrieval Tool, please visit IRS DRT Student Aid website
    • If you or your parent(s) filed a foreign income tax return in 2016, please answer all applicable income questions on the FAFSA application.  You must convert any foreign currency to U.S. Dollars using the exchange rate as of the date you filed your FAFSA.  Please feel free to contact the Office of Student Finance if you have any questions.
  • Step 2 : Complete the Non-Custodial Parent Questionnaire - if applicable

    Parents' financial information is required when determining financial need regardless of their marital status.  Your custodial parent information must be reported on the FAFSA, however, if your parents are divorced, separated, or were never married, you will also need to complete the Non-Custodial Parent Questionnaire.  The link to the Non-Custodial Parent Questionnaire will be sent to you via email from the Office of Student Finance.

  • Step 3 : Submit Supplemental Documents – if applicable

    Students & Parents


    If you filed a 2016 tax return but are unable to use the IRS Data Retrieval Tool when completing the FAFSA application for any of the below reasons, please submit your 2016 Tax Return Transcript by visiting the IRS website.

      • You are married, and either you or your spouse filed as Married Filing Separately.
      • You are married, and either you or your spouse filed as Head of Household.
      • You filed a Form 1040X amended tax return. Remember, the Form 1040X is used to correct your original tax return.
      • You filed a Puerto Rican or foreign tax return.
    • For more information about requesting the tax transcript, please visit the IRS's Tax Transcript FAQ website.
    • Please note that a tax return transcript is not the same as a tax return.
    • If your parent(s) filed a foreign tax return, please provide copies of each parent's foreign tax return, or a signed statement from each parent's employer that states their annual gross income and taxes paid.  Please make sure that all documents are translated to English and converted to U.S. Dollars as of the date you filed your FAFSA application.
      • Please feel free to contact the Office of Student Finance with any questions.

    Non-Custodial Parents

    If you completed a Non-Custodial Parent Questionnaire you will also need to submit your non-custodial parents' 2016 Tax Return Transcript by visiting the IRS websitein order for us to verify the income and asset information you provide.

    • For more information about requesting the tax transcript, please visit the IRS's Tax Transcript FAQ website.
    • Please note that a tax return transcript is not the same as a tax return.

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