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Step by Step
for applying for financial aid at Wellesley
4. Income Documentation
If you gather the documents you'll need and have them handy, completing the required forms should be pretty straightforward. If you have any questions, you are welcome to call our office at 781-283-2360. We're eager to help.
|DOCUMENTS YOU WILL NEED|
|* pdf of Documents You Will Need|
|You will need the following documents/information to complete your application.|
|Your Social Security Number||make sure you enter it correctly on your CSS PROFILE and FAFSA|
|Your parents' Social Security Numbers||if you are a dependent student|
|Your driver's license number||if you have one|
|Your Alien Registration Number||if you are not a U.S. citizen|
|Federal tax information/tax returns/W-2s/T-4s||
for you and your parents (if you are a dependent student) or your spouse (if you are an independent student and married)
|Business tax returns||for you and your parents (if you are a dependent student)
or your spouse (if you are an independent student and married)
|Records of untaxed income||such as child support received, interest income,
veterans' noneducation benefits
|Asset information||such as bank statements, investments (stocks, bonds, etc.), home equity, other real estate equity, and business/farm assets|
|Purpose||The CSS (College Scholarship Service) PROFILE, a form distributed by the College Board, allows students to apply for financial aid at over 600 colleges and universities, including Wellesley. The CSS PROFILE allows us to calculate eligibility for Wellesley need-based programs.|
|Who must file||
Anyone who wishes to apply for Wellesley College grant aid.
Canadian citizens must submit a CSS PROFILE. If you are a citizen of another country, please see instructions for international students.
|If your parents are divorced or separated, your custodial parent (the parent who provided more than 50% of your support during the preceding year) completes the CSS PROFILE. Once your custodial parent completes the PROFILE, the College Board will email you a user ID, password, and instructions for the CSS Noncustodial PROFILE. You should forward this email to your noncustodial parent as soon as possible so he or she can complete this form.|
|Filing fee||CSS charges a fee for processing the PROFILE. The registration fee is $9 plus an application fee of $16 per college. Lower-income families may be eligible for an automatic fee waiver, based on answers to initial CSS PROFILE questions.|
|Wellesley CSS #||The CSS code for Wellesley College is 3957. You will be asked to list the colleges and universities who should receive your CSS PROFILE data, which should include Wellesley.|
|How to complete||
Complete this form using actual or estimated income. Submit at profileonline.collegeboard.com.
Please utilize the "Special Circumstance" section of the CSS PROFILE to provide additional information about your family. Alternatively, you may submit a letter directly to our office.
The FAFSA (Free Application for Federal Student Aid), a form distributed by the Department of Education, allows students to apply for need-based federal and state aid (such as grants, loans, and work-study).
|Who must file||All U.S. citizens and permanent residents. Canadian and other international students do not submit this form.|
If your parents are divorced or separated, your custodial parent (the parent who provided more than 50% of your support during the preceding year) completes the FAFSA. If your custodial parent is remarried, the information must include his or her spouse.
|It's free!||As the name - Free Application for Federal Student Aid - indicates, it's free to apply.|
|Wellesley FAFSA #||The Federal Code for Wellesley is 002224. You will be asked to list the colleges and universities who should receive your FAFSA data, which should include Wellesley.|
|How to complete||Step 1. Complete this form using either actual or estimated income. Submit at www.fafsa.ed.gov.|
If you have already filed your taxes, you can use the IRS Data Retrieval Tool (DRT) to automatically answer certain questions. For more information about DRT, visit our Verification page (coming soon!).
If you have not filed your taxes, estimate to the best of your ability. After you file your taxes, you'll need to log back into the FAFSA and correct any estimated information.
|Step 2. Within four to six weeks after submitting the FAFSA, you will receive a Student Aid Report (SAR), which summarizes the information you submitted on your FAFSA. When you receive your SAR, review all information to make sure it is correct and complete. Make corrections and provide additional information, as necessary. File with your other financial aid records.|
||The FAFSA will generate an Expected Family Contribution (EFC), which is used exclusively to apply for federal and state programs.|
Learn more about FAFSA at studentaid.edu.gov/fafsa.
|Purpose||Like many colleges and universities, Wellesley College will collect your family's income information and other documents to determine your eligibility for need-based financial aid.|
|Who must file||Anyone who wishes to apply for financial aid.|
|Required documents||Parents' 2013 federal tax returns, signed by your parents, including all pages, statements, and schedules. For business owners and non-tax filers, see additions and exceptions below. Canadian applicants must submit form(s) T-1.|
|Parents' 2013 W-2 forms, from all employers. Canadian applicants must submit form(s) T-4.|
|Student's 2013 federal tax return, signed by you, including all pages, statements, and schedules. For non-tax filers, see additions and exceptions below.|
|Student's 2013 W-2 forms, from all employees, including Wellesley College.|
Verification Worksheet, download, print, and complete this form. The student applicant and a custodial parent must sign this document.
Make sure that you have included all of the required documents in your packet to SFS. If any documents are missing, it will delay processing of your application. You may check the status of your application through MyWellesley.
|Filing Date||Please be sure to complete and submit these forms by the applicable deadline. See prospective student deadlines. See current student deadlines.|
Prospective applicants should mail the above documents as a packet to:
Student Financial Services
Current students should send their documents to IDOC. Be sure to include your cover sheet.
College Board IDOC
|Additions and exceptions||
Early Decision and QuestBridge applicants. If you are an Early Decision or QuestBridge candidate, you must provide signed copies of your and your parents' (custodial, noncustodial, and stepparents) 2012 federal income tax returns (with all pages, statements, and schedules), W-2s, and business tax returns (if applicable) by November 1 for QuestBridge and November 15 for Early Decision. Please mail these directly to:
Student Financial Services
A second packet, containing 2013 tax information, should be submitted by April 25, 2014.
|Self-employed parents. If a parent or stepparent is self-employed or holds interest in a corporation, partnership, and/or farm, you are required to submit a signed copy of the 2013 federal tax return (IRS Forms 1120, 1120S, or 1065), including all statements and schedules (especially Schedule K-1), for each business or farm.|
Divorced or separated parents. Both your custodial and noncustodial parents (including stepparents) are expected to supply the required documents.
|Business/farm supplement. If business, partnership, or corporate income is part of your noncustodial parent's reported income or assets, you will need to submit this form. This form is only required your first year (or upon start-up of a new business). Submit with other noncustodial income documentation according to instructions. Custodial parents do not submit this form because business information is collected on the CSS PROFILE.|
|Parents with international income. If one or more of your parents earn income outside the US or Canada, they must submit a translated copy of their most recent tax return or a translated statement of earnings from their employer.|
|Independent students. Independent students are not required to submit parent information unless they are supported by their parents. Include spouse's information, if applicable.|
|Non-tax filers. If the parent or student is not required to file a 2013 tax return, he or she should complete a parent, international parent, or student non-tax filer's statement. Please note, prospective students should return these non-filer's statements to Student Financial Services. Current students should return the form(s) to IDOC with their re-application packet.|