2016 - 2017
If you are applying for a Federal Loan (Direct Stafford Loan and/or Direct PLUS Loan) for the first time in the 2016-2017 academic year, and you have not already submitted the required documents, please submit the Free Application for Federal Student Aid (FAFSA) (using Barnard's School Code 002708), and all 2015 tax documents (Federal tax returns, W-2 forms, documentation of untaxed income [such as Workers Compensation, disability, etc.]). All 2015 tax documents should be sent directly to the Financial Aid Office by fax to 212-280-8794 or by mail to Financial Aid Office, 3009 Broadway, New York, NY 10027. Tax documents are not accepted by email.
2017 - 2018
For the 2017-2018 academic year, the financial aid application deadline for returning students is March 1, 2017. If you submitted your 2015 tax documents for the 2016-2017 academic year, you do not need to submit them again for 2017-2018.
Notification of financial aid awards for returning students who have submitted all required documents will be emailed before the first week of July, 2017.
Federal Aid Only: Students who are not interested in applying for need-based Barnard College Grant aid, but would like to take advantage of U.S. Department of Education Federal Student Aid, including Federal Direct Stafford loans and the Federal Pell Grant, are not required to complete the CSS/Financial Aid PROFILE or the Noncustodial Profile.
2017-2018 Application Forms for Returning Students
Submit form to:
Free Application for Federal Student Aid (FAFSA), is available on October 1, 2016 for the 2017-2018 academic year and uses 2015 tax information. Refer to the data to provide on the 2017-2018 FAFSA as a result of the new Early FAFSA Prior-Prior Year regulation. Barnard's FAFSA Code Number is 002708. When completing the FAFSA, you can click on "LINK TO IRS" and the tax information will automatically be transfered from the IRS to the FAFSA.
March 1, 2017
Complete online application
College Scholarship Service (CSS) Financial Aid Profile Form, is available on October 1, 2016 for the 2017-2018 academic year and uses 2015 tax information. Register for a Profile Application online at http://student.collegeboard.org.profile if you wish to apply for institutional financial aid, including a Barnard College Grant. Indicate Barnard College (CSS Code Number is 2038) as the school to receive the PROFILE information.
March 1, 2017
Complete online application
When applicable, returning students must submit the following:
|2017-2018 CSS (online) Noncustodial Profile. (Refer to Barnard's policy.)||March 1, 2017||Complete online application|
Immediately after submitting FAFSA
If you did not apply for need-based Barnard College Grant aid or any Federal loans in 2016-2017, and you are planning to apply in 2017-2018, all 2015 tax documents should be sent directly to the Financial Aid Office by fax to 212-280-8794 or by mail to Financial Aid Office, 3009 Broadway, New York, NY 10027. Tax documents are not accepted by email. Tax documents for 2016 are not accepted for the 2017-2018 academic year. In addition to the FAFSA and CSS Profile (if applying for need-based Barnard College Grant aid), submit the following 2015 tax documents:
- 2015 Federal tax returns (all pages and schedules) and 2015 W-2 forms
- 2015 corporate/partnership tax returns (all pages)
- documentation of all untaxed income received in 2015 (such as Workers Compensation, disability, etc.)
- documentation of 2015 Social Security Benefits for all family members (Social Security Administration Form 1099-SSA)
- non-custodial parent's 2015 Federal tax returns and 2015 W-2 forms and 2017-2018 CSS (online) Noncustodial Profile
The U.S. Department of Education created an enhancement to the FAFSA filing process by allowing applicants and parents to retrieve tax data from the Internal Revenue Service (IRS) using the IRS Data Retrieval Tool (IRS DRT). To expedite the application process, you are encouraged to use the IRS DRT to simplify the federal income tax data verification process.
All FAFSA on the Web applicants, and the parents of dependent applicants, who indicate that they have filed their federal tax returns prior to completing their FAFSA and who are otherwise eligible, will be directed to use the FAFSA-IRS Data Retrieval process to complete their FAFSA more easily and accurately. With this tool, parents will be able to transfer their federal tax information straight from their 2015 tax returns to the FAFSA.
The Department of Education randomly selects certain FAFSA records for a process called Federal Verification. When a FAFSA is selected, there are additional financial aid requirements necessary to confirm your financial aid eligibility. A message included in your FAFSA confirmation report (the Student Aid Report or SAR) will inform you of your selection for this process. To satisfy the Federal Verification process, students and parents who filed a federal tax return must either use the IRS Data Retrieval Tool or submit an IRS Tax Transcript to the Financial Aid Office. Instructions to complete these steps are outlined below. Please note: even though you may have submitted signed copies of federal tax returns, you are still required to use the IRS Data Retrieval or tax transcript if you were selected for Federal Verification. This process is required of both the parents and students when they have filed federal tax returns.
IRS Data Retrieval Tool
To be eligible to use the IRS Data Retrieval Tool you must meet these criteria:
- You must have a valid social security number.
- You must have filed your 2015 federal tax return with the IRS.
- You must have a Federal Student Aid ID (replaces the Federal Student Aid PIN).
- You must not have changed your marital status since December 31, 2015.
You will be unable to use the IRS DRT if:
- Your marital status changed after December 31, 2015.
- You or your spouse filed Married Filing Separately.
- You or your spouse filed as Head of Household.
- You filed an amended 2015 federal tax return.
- You filed a Puerto Rican or foreign tax return.
- You filed a tax return using a Tax ID Number (TIN).
- The home address on the FAFSA does not match the address on the tax return.
How the IRS Data Retrieval option works
When either a parent or student selects the IRS Data Retrieval option, the FAFSA Central Processing System (CPS) will conduct a data match with the IRS. As the federal income tax filer, you will be redirected to a secure IRS website, where you will permit the IRS to transfer income data to the CPS. Data that is successfully matched will be marked on the FAFSA with the following notation: "Transferred from the IRS." This process avoids reporting errors and processing delays that can otherwise occur when the option is not selected. Refer to the steps to take to use the IRS Data Retrieval Tool (detailed screen shots).
If your FAFSA is selected for Verification, and you are unable to use the IRS Data Retrieval option, or you changed the IRS data once transferred, you will be required to request a Tax Return Transcript from the IRS, and submit it to the Office of Financial Aid (separately from your federal tax returns submitted as part of Barnard’s regular financial aid application process).
There are several ways to request your Tax Return Transcript via online or through the mail. Please make sure you request a Tax Return Transcript.
To download your Tax Return Transcript online:
- Go to http://www.irs.gov/Individuals/Get-Transcript and click on "Get Transcript Online" where you can view, print or download your transcript. You will need to register to use this service and will need: 1) your SSN, date of birth, filing status and mailing address from your latest tax return, 2) access to your email account, 3) a credit card number or account number from an auto loan, mortgage, home equity loan or home equity line of credit, and 4) a mobile phone with your name on the account.
To order a Tax Return Transcript online and have it mailed to your home address, follow the options listed below:
- Go to http://www.irs.gov/Individuals/Get-Transcript
- Click on "Get Transcript by Mail"
- Enter your SSN, Date of Birth, Street Address, and Zip Code
- Click Continue
- Select Return Transcript for Tax Year (i.e. 2015)
- Click Continue
A Tax Return Transcript can be ordered by phone. Follow the options listed below:
- Call the IRS at 1-800-908-9946 (7:00 a.m. to 10:00 p.m.)
- Tax filers must follow prompts to enter their Social Security Number and the numbers in their street address. Generally, these will be the numbers of the street address that was listed on the latest tax return filed. However, if an address change has been completed through the U.S. Postal Service, the IRS may have the updated address on file.
- Select “Option 2” to request an IRS Tax Return Transcript, and then enter “2015”
- If successfully validated, tax filers can expect to receive a paper IRS Tax Return Transcript at the address that was used in their telephone request within 5 to 10 days from the time the IRS receives the request.
- IRS Tax Return Transcripts requested by telephone cannot be sent directly to a third party by the IRS.
A Tax Return Transcript can be ordered by mail. Follow the options listed below:
- Complete Form 4506-TEZ (Request for Transcript of Tax Return) or Form 4506-T (Request for Transcript of Tax Return).
- Form 4506-T is available online at www.irs.gov/pub/irs-pdf/f4506t.pdf or Form 4506-TEZ at www.irs.gov/pub/irs-pdf/f4506tez.pdf.
- Mail or fax the completed IRS Form to the appropriate address (or fax number) provided on page 2 of Form 4506T-EZ.
- Your transcript(s) will be mailed within 5 to 10 days from the IRS.
Amended Tax Returns:
Students/parents filing an amended US federal income tax return are not eligible to use the IRS Data Retrieval option and should submit:
- A signed copy of the Amended 1040X that was filed with the IRS
- An IRS Tax Account Transcript - https://www.irs.gov/individuals/get-transcript
Availability of IRS Transcripts for Amended Returns:
- Must be filed as a paper return
- Generally available 12 weeks after the IRS receives the amended return
ID Theft Cases
- Must be filed as a paper return
- Generally available 8-11 weeks after the IRS receives the duplicate return
If you have any questions in completing the FAFSA, please contact the Federal Student Information Center at 1-800-433-3243 or email customer support at FederalStudentAidCustomerService@ed.gov.