Application Instructions for Returning Students

NOTE: TO RECEIVE PRIORITY CONSIDERATION FOR FUNDING, THE PROFILE AND FAFSA APPLICATIONS SHOULD BE COMPLETED AND ELECTRONICALLY SUBMITTED BY March 31, 2014.


You can view the current status of your financial aid application documents by visiting

The Hub

After you log in, look under Students > Financial Information.


Applications submitted after March 31, 2014 will still be considered for financial aid. However, award amounts will be based on available funding and may not follow our normal guidlelines and practices.

Returning Carleton students must reapply for financial aid each year.

To complete the application process, follow the steps below:

STEP ONE:

Complete both student and parent 2013 Federal tax forms and make a copy of them.  Then submit the completed tax forms to the IRS and if at all possible submit them electronically.  Electronic submission of your completed taxes to the IRS will help to avoid delays later in the Federal financial aid application process.

STEP TWO:

File the 2014-2015 CSS PROFILE Application. Use Carleton College’s CSS code number 6081.

A valid credit card number must be provided to pay the processing fee.

STEP THREE:

Submit federal tax documents to the College Board IDOC service. After filing your PROFILE, you will receive correspondence from the College Board instructing you to submit federal tax documents to their IDOC service on behalf of Carleton. If parent or student is not required by federal law to file taxes, they must complete the tax non-filer statement.

The College Board IDOC service will collect the following forms: final copies of parent and student 2013 Federal income tax returns, including all 2013 W-2’s, 1099’s, schedules and attachments, (drafts or estimates are not acceptable), and non-filer tax statements. It is important that you send only one completed packet of information to the College Board. Please help us try to be more efficient by using this service. However, if you are not comfortable with this request, you may forward your tax documents directly to the Student Financial Services Office.

STEP FOUR:

Complete a 2014-2015 FAFSA (Free Application for Federal Student Aid) or a Renewal FAFSA.

Please complete the FAFSA 2 WEEKS AFTER submitting your taxes electronically to the IRS or 4-6 WEEKS AFTER submitting them through the postal service.

When completing the FAFSA, please agree to the IRS data retrieval when prompted to automatically fill in tax information on the FAFSA.  This will help to avoid additional information requests to complete the Federal financial aid application process.

Personal Identification Numbers (PIN) are required for parent and student to complete the Renewal FAFSA application on the Web. If you filed a FAFSA (paper or electronic version) for the 2013-2014 academic year, the U.S. Department of Education has already sent you a PIN (personalized identification number), to be used online to complete your FAFSA application. If you have lost/forgotten your PIN, you can go to the U.S. Department of Public Education PIN registration site to request that another PIN be sent to you. Be sure your address is listed correctly on this web-site. Both the student, and one parent with financial information on the FAFSA, must have PIN numbers to electronically sign the FAFSA. Without these electronic signatures, the FAFSA will not be valid.

STEP FIVE:

If you are interested in student employment and have not been hired by a supervisor to work for the upcoming year, go to Student Financial Services website, login and complete the Student Work Preference Form by May 23rd.  All Work Preference Forms received by this date will be given consideration for available positions. Priority consideration for open positions will be given to students with need-based financial aid.  Forms received after May 23rd will be considered for remaining openings.

STEP SIX:

The Student Financial Services Office may need to collect other forms and information. If needed, we will request them directly from you.  Please complete and return them to the Student Financial Services Office.  Such forms may include:

  • Verification Worksheet (Dependent). Do not complete unless requested.
  • Other documents requested by the College (sent to you).

If you are required to submit a Verification Worksheet or other requested documents, please submit this information directly to the Student Financial Services Office by mail, fax, or email.

Student Financial Services
Henry House
1 North College St.
Carleton College
Northfield, MN 55057
Fax: 507-222-4269
Email: financialaid@carleton.edu