Middlebury

 

Returning Undergraduate Applicants

The Financial Aid Application Deadline is May 1.  If your application is completed in full by May 1, you will be notified of your aid decision after June 1.

To apply for assistance from Middlebury, you are expected to submit the following:

 Free Application for Federal Student Aid (FAFSA)

US citizens and permanent residents applying for federal aid must submit the 2014-2015 Free Application for Federal Student Aid (FAFSA).  This form will be available January 1, 2014.  Middlebury's FAFSA code is 003691.  Once you've completed the FAFSA, the federal government will send you a Student Aid Report (SAR).  Please check all pages for accuracy.

When utilizing the IRS Data Retrieval Tool, we suggest you delay the filing of your FAFSA for two weeks after electronically filing your federal tax returns.  This delay will help to ensure that the IRS Data Retrieval Tool will have the information required to complete your FAFSA.  If you file your taxes by paper, we suggest you delay the filing of your FAFSA for 4-6 weeks to ensure that the IRS has access to the proper information.

 Note: Only the FAFSA form is required to apply for federal grants, loans, and state grants.

US citizens, US permanent residents, Canadian citizens

CSS Profile - Middlebury's CSS code is 3526.

CSS Non-Custodial Parent Profile - If your biological parents are divorced or separated, your non-custodial parent must complete.

 

International applicants

CSS International Profile OR

Middlebury's International Aid Application

Non-Custodial Parent Statement for Parents Living Abroad - If you biological parents are divorced or separated, your non-custodial parent must complete.

If you parents have different jobs or their income changed significantly since last year, we will require statements in English from each parent's employer, listing gross income and benefits received between January and December of 2013.

 

Verification

Middlebury verifies the financial aid application of every undergraduate student applying for aid.  Verification is required by the federal government and compares the information reported on your FAFSA to the information filed on your federal tax returns.

Your taxable income must be verified by using the FAFSA's IRS Data Retrieval Tool or by comparing it to an IRS tax transcript.  The IRS Data Retrieval Tool allows you and your family to upload data from your filed federal tax returns at the time you complete your FAFSA.  If you choose not to use it, you must manually enter this income information into your FAFSA and submit an IRS tax transcript to our office.  It can take several weeks for the IRS to process transcript requests, which will delay the processing of your financial aid application.  We cannot award your financial aid until verification is complete.

 

Institutional Documentation Service (IDOC)

US citizens, US permanent residents and Canadian citizens who file the CSS Profile will receive communication from the College Board's Institutional Documentation Service (IDOC) providing you with instructions on how to submit your 2013 federal tax forms and any other supplemental forms that may be required.  Canadian citizens should provide federal and provincial tax forms as well as T-4's.

 

IDOC Processing Tips

All documents should be submitted to the College Board as one complete packet and must have an IDOC cover sheet.  Tax returns and the cover sheet must be signed.  All documents should display your IDOC ID number (printed on your cover letter from the College board).  Duplicate cover letters and cover sheets are available from the College Board's Institutional Documentation Service (IDOC) website.

In the case of divorced or separated parents, you may submit your non-custodial parent tax information along with the remainder of your application materials to the College Board.  Alternatively, you may forward a copy of the IDOC coversheet to your non-custodial parent to be completed and submitted directly to the College Board along with the non-custodial parent 2013 federal tax forms (including all schedules, attachments and W-2 or 1099 forms).

 

Confidentiality

The College Board will electronically store your information in a secure environment and the paper copies will not be retained.