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Renewing Financial Aid
Any student may apply for student financial aid for the 2014-15 academic year, regardless of whether he or she is currently receiving assistance. The application deadline is April 25, 2014 (November 1, 2014 for returning Spring students).
Applications of aid recipients that remain incomplete after June 1 will incur a late fee of $50; after July 1, an additional fee of $50; after the due date for payment of the fall semester bill, an additional $50; and as of the first day of registration for the fall semester, an additional $100.
To apply for assistance from Amherst College, you are expected to submit the following materials:
Amherst Application for Renewal of Financial Aid
NOTE CHANGE IN PROCEDURE:
Effective 2014-2015, you will complete and submit the Amherst Application for Renewal of Financial Aid on-line. Please proceed to amherst.edu/go/netpartner, and go to the Apply On-Line tab to complete the renewal application. The same form is used by first-time applicants who will be in the upper three classes who are not currently receiving financial aid.
CSS/Financial Aid Profile for 2014-15
Complete the Profile with the College Scholarship Service (CSS) of The College Board and designate Amherst College to receive information from the form. Amherst’s CSS code number is 3003. The CSS/Financial Aid Profile website is profileonline.collegeboard.com. If you reside in Benin, Cameroon, Ghana, Nigeria, or Togo, request a payment code from the Office of Financial Aid, in order to file the Profile form. If you reside in Cuba or Iran, complete the “International Student Financial Aid Application” for 2014-15, available on our website, and submit it directly to the Office of Financial Aid.
If you are a dependent student and your parents are separated or divorced, the Profile form should be completed by you and the parent with whom you live. If you reside in the United States, its territories, or Canada, your “noncustodial” parent should submit The College Board’s Noncustodial Profile (NCP) after you and your custodial parent have submitted the CSS/Financial Aid Profile. Information about the NCP will be sent to you soon after you submit the Profile. You should forward the information to your noncustodial parent. If you are a non-Canadian international student whose parents are separated or divorced, your noncustodial parent should file the “International Student Financial Aid Application” for 2014-15 instead of the Noncustodial Profile. The Application may be downloaded from our website, www.amherst.edu/offices/financialaid/forms_links.
Free Application for Federal Student Aid (FAFSA) for 2014-15
If you are a citizen, national, or permanent resident of the United States, its territories, or associated states (Marshall Islands, Federated States of Micronesia, and Palau), you must complete the FAFSA to be considered for federal finacical aid. The FAFSA may be completed on-line at www.fafsa.ed.gov. After you submit the FAFSA, the federal government will send you a Student Aid Report (SAR) with information about your eligibility for federal aid. Amherst’s FAFSA code number is 002115. All federal aid eligibility is determined by the results of your FAFSA.
Federal PIN Number. You and, if you are dependent, one of your parents may use federal PIN numbers to sign the FAFSA electronically. Each person should have a separate PIN number. You may apply for a federal PIN number at www.pin.ed.gov. You may also use your PIN number to access federal financial aid records, to make revisions or corrections to the FAFSA, and to view and sign loan records if you borrow a federal student loan.
Data retrieval Tool to Access IRS Information. We strongly encourage you, in completing the FAFSA, to use the Data Retrieval Tool (DRT) to bring information from your income tax return directly from the Internal Revenue Service to the FAFSA.
During completion of your FAFSA on-line you will be given the opportunity to link to the DRT –
- Enter your federal PIN number and click Link To IRS.
§ You will not be asked to enter your PIN if you entered a PIN to begin your FAFSA.
- Your FAFSA will be saved and you will be transferred to the IRS Web site.
- On the IRS Web site, enter the requested information.
- Once the IRS has validated your identification, your IRS tax information will display. You can either transfer your information from the IRS, or choose to return to FAFSA on the Web from the IRS Web site. If you do not transfer your information or choose not to return from the IRS Web site, you will have to login to open your saved FAFSA.
- If you transfer your IRS tax information, questions that are populated with tax information will be marked with “Transferred from the IRS.”
The DRT cannot be used by someone filing as head of household; by those filing as “married, filing separately”; by someone filing an extension or amended return; or a resident of Puerto Rico or the associated states. You can access DRT about two weeks after filing an electronic income tax return or six weeks after filing a paper return. If you submit the FAFSA before filing income tax returns, you may later update the FAFSA information by following the FAFSA correction procedures to access your income information from the IRS using the Data Retrieval Tool.
Canadian and other international students do not complete the FAFSA.
Income documentation for 2013
Students who are citizens of or reside in the United States, its territories, or Canada.
Submit income documentation through The College Board’s Institutional Documentation (IDOC) service. After you submit the CSS/Financial Aid Profile, you will receive information from The College Board on behalf of Amherst College about submitting documents through the IDOC service.
All application materials submitted to IDOC must be copied onto 8½″×11″ (or A4) white paper – one item per page. The materials should be sent to The College Board in a single application packet and must include a copy of the coversheet. Materials that are received without a coversheet will be returned to you. Coversheets are available from The College Board’s IDOC website, idoc.collegeboard.com.
- Students who reside in the United States or its territories. Submit copies of all federal personal, corporate, and partnership tax returns, W-2 and 1099 forms, and federal verification forms associated with applying for financial aid.
In the case of divorced or separated parents, you may submit a copy of your noncustodial parent’s tax information with the other materials being submitted to IDOC by you and your custodial parent. Alternatively, you may forward a copy of the IDOC coversheet to your noncustodial parent to be completed and submitted directly to IDOC along with a copy of your noncustodial parent’s 2013 federal tax return.
The documents submitted through IDOC may include:
o A signed and dated copy of all pages of your 2013 income tax return (IRS Form 1040, 1040A, or 1040EZ). You should also submit a copy of your Form(s) W-2 (or other wage statements), as appropriate, regardless of whether you filed or did not file an income tax return. Copies of Form(s) 1099 should also be submitted.
o A signed and dated copy of all pages of your parents’ 2013 income tax return(s) (IRS Form 1040, 1040A or 1040EZ), if you are dependent on your parents. Include a copy of your parents’ Form(s) W-2 (or other wage statements), regardless of whether an income tax return was or was not filed. Copies of Form(s) 1099 should also be submitted.
o If your parents own an interest in a business corporation, submit a copy of the corporate return (IRS Form 1120, 1120A, 1120-S, and/or Schedule K-1). If your parents have income from a partnership, submit a copy of the partnership return and/or a copy of the statement of partner’s share of income (IRS Form 1065 and/or Schedule K-1).
o If you and/or your parents have been granted an extension for filing the 2013 tax return(s), send a copy of the extension request form to the Office of Financial Aid. Submit a copy of the completed return(s) to IDOC as soon as it has/they have been filed, no later than October 15.
o If you or your parents did not and will not file an income tax return, submit the appropriate Non-Tax Filer’s Statement, available from the Office of Financial Aid website, under “Forms & Helpful Links.” Copies of any earnings statements (such as W-2 or 1099 forms) should still be submitted to IDOC.
U.S. Department of Education rules stipulate that you cannot receive federal student financial aid unless proper tax forms have been filed with the Internal Revenue Service. Because of parity of treatment of all aid applicants, these rules also apply to institutional aid as well. For further information, see “Tax Filing Requirements and Proper Filing Status” on our website, under “Forms & Helpful Links.”
- Students who reside in Canada. Submit signed and dated copies of your and, if you are a dependent student, your parents’ 2013 federal income tax return(s), including T-4 forms. If no return will be filed, submit the appropriate Non-Tax Filer’s Statement, available from the Office of Financial Aid website, under “Forms & Helpful Links.” Copies of any earnings statements (T-4 forms) should be included with the statement.
If you or your parents own an interest in a business or farm, submit copies of appropriate income tax returns for each business or farm.
- International students who reside outside of the United States, its territories, or Canada.
Submit income documentation directly to the Office of Financial Aid, including signed and dated copies of your, and if you are a dependent student, your parents’ most recent national income tax return(s), if applicable, wages statements, or other documentation of income, including information about perquisites and benefits.
If you or, if you are dependent, your parents own an interest in a business or farm, complete and submit an “International Business/Farm Supplement” for 2014-15 for each business or farm. Also submit copies of the most recent appropriate business income tax returns, if applicable, or other documentation of business or farm income and expenses and business or farm value and indebtedness.
- State scholarship or grant application, if appropriate. Aid applicants who are residents of Connecticut, Maine, Massachusetts, New Hampshire, Pennsylvania, Rhode Island, and Vermont may be eligible for state scholarships or grants and are required to apply. In some instances, filing a FAFSA is all that is necessary to apply for a state scholarship or grant. Applicants should observe the specific application procedures and deadlines established by the various state agencies.
- Information about any “outside” scholarships or tuition benefits to be received or Coverdell or Section 529 college savings or prepaid tuition plans to be used. Students who may qualify for “outside” scholarships should comply with all deadlines and special procedures. Aid applicants who receive outside scholarships or tuition benefits are reminded that the Office of Financial Aid must be informed of any such awards, regardless of amount.
IF YOU WILL BE SEEKING ONLY U.S. FEDERAL FINANCIAL AID, such as a Federal Direct Stafford Loan or Federal Direct PLUS (parent) Loan, please submit the following:
- Free Federal Application for Student Aid (FAFSA) for 2014-15, which may be completed on-line at www.fafsa.ed.gov. Amherst’s FAFSA code number is 002115.
If you have questions about financial aid at Amherst or the procedure for applying, please contact the Office of Financial Aid, B-5 Converse Hall – (413) 542-2296 by cell phone or from off campus, or extension 2781 from on campus.
This page was last updated February 19, 2014.