Carnegie Mellon University

Missing Financial Aid Documentation

Financial aid eligibility cannot be finalized if required documentation is missing. If you've been identified as one of these students, you will receive a Financial Aid Alert email from The HUB (or from the Office of Admission if you're a first-year student) notifying you that documents are missing from your financial aid application. Instructions for submitting missing documents may be found in the chart below. 

Have questions about completing the financial aid process? 

First-Year Undergraduates: Contact the Office of Admission (through June 2021)

Returning Undergraduates & All Graduate Students: Contact The HUB

Document Submission Instructions

Document

Instructions for Submitting

CSS Profile

 

If applying for institutional financial aid programs, complete the CSS Profile online at cssprofile.org. If you do not have a College Board online account, you will need to create one in order to complete your CSS Profile application. Carnegie Mellon receives your Profile data electronically from CSS. Carnegie Mellon's CSS College Code is 2074. 

Child Support Paid/Child Support Received Statement

You indicated child support paid or child support received on your FAFSA and/or CSS profile. Submit a signed statement indicating the total amount of child support received or the total amount of child support paid for the applicable tax year. 

FAFSA

Complete your FAFSA (Free Application for Federal Student Aid) at https://studentaid.gov/sa/fafsa There are two ways to complete the Free Application for Federal Student Aid (FAFSA) form: redesigned https://studentaid.ed.gov/sa/fafsa website or a mobile app (available through Google Play or the Apple App Store).

Carnegie Mellon Federal School Code: 0003242

A Department of Education Federal Student Aid (FSA) ID is required. View FSA ID instructions.

Federal Master Promissory Note (MPN) and/or Entrance Counseling

Complete online at https://studentaid.gov

If you do not wish to borrow Federal Direct Loans, please complete a Loan Adjustment (pdf) form and email it to The HUB.

Financial Aid Terms and Conditions

When you login to SIO, you may be prompted to acknowledge and agree to the financial aid terms and conditions before accessing the site, regardless of whether you receive financial assistance.

For the most recent copy of these terms, visit our website

Non-Tax Filer Statement

Complete a Non-Tax Filer form and email it to The HUB:

Parent CSS Profile

All parents complete a CSS Profile application at http://cssprofile.org. in the case of divorced or separated parents, each parent will complete their own CSS Profile application with different College Board accounts/login credentials. Carnegie Mellon receives your Profile electronically from CSS.

Parent PLUS Application

Apply online at https://studentaid.gov by selecting 'Parent' and 'Apply for a Parent PLUS Loan'.

Parent PLUS Master Promissory Note (MPN) and/or Entrance Counseling

Complete MPN online at https://studentaid.gov by selecting 'Parent' and either 'Complete a Master Promisory Note for a Parent PLUS Loan' or 'Complete PLUS Credit Counseling'.

Parent/Student Form 1040x

Submit a signed copy of your Amended U.S. Individual Income Tax Return (form 1040x) for the applicable tax year. 

Parent/Student Form 1099 Complete (www.irs.gov/forms-instructions) and email a copy to The HUB. 
Parent/Student Verification of Non-Filing Letter This may be required if selected for federal verification. If confirmation of non-filing status is required, we recommend requesting an IRS tax transcript online. (View detailed instructions.)

Parent/Student Tax Returns and/or W-2s

 

Submit these to IDOCS in one of the following ways:

  1. Upload electronic versions at https://idoc.collegeboard.org/idoc/ (preferred method); or
  2. U.S. Postal Service to: College Board Processing Center, P.O. Box 8570, Portsmouth, NH 03802

Please note that handwritten signatures and dates are required on page 2 of each Form 1040. You may log into your College Board CSS Profile account and select “Check Status” at the top of the page to verify that CSS/IDOC received your documents. If your submitted documents are not reflected under your account, please contact CSS/IDOC.

Parent/Student Tax Return Transcript

This may be required for dependent students if selected for federal verification. If required, we recommend requesting a transcript online (view detailed instructions).

CMU Perkins Replacement Loan Packet

Please visit https://fao.andrew.cmu.edu/forms.html, select the CMU Perkins Replacement Loan Application Packet, and follow the on-screen instructions. Student log-in (Andrew ID and password) is required for this form.

Reaffirmation Letter

If you exceed your aggregate or annual federal loan borrowing limits (find limits at studentaid.gov), you may no longer be eligible for any form of federal financial aid until you can reestablish your eligibility. To reestablish your eligibility, you can either repay the excess loan amount in full, or make repayment arrangements with your Federal Loan Servicer (a process called Reaffirmation). In either case, you must provide Student Financial Aid with a letter from your Federal Loan Servicer confirming that you have made arrangements to reestablish your eligibility. Submit this letter to thehub@andrew.cmu.edu

Schedules A, B, C, D, E, K-1

Complete (www.irs.gov/forms-instructions) and email a copy to The HUB.

Selective Service Registration

Register online at www.sss.gov and email the confirmation page to The HUB.

Copy of Social Security Card

Electronic submission of Social Security information is discouraged. Social Security Cards should be presented in person at The HUB. We will make a copy of the card, so there is no electronic submission.

Unsubsidized or Parent PLUS Loan Only Form

Complete and email the application (pdf) to The HUB.

U.S. Citizenship Documentation Submit an original copy of U.S. Citizenship Documentation (i.e., U.S. Passport, Certification of Naturalization) in person to the HUB. If you are unable to appear in person, complete the U.S. Citizen/Eligible Non-Citizen Authentication of Documentation form (pdf) and email it to The HUB.
Verification of High School Completion 

Provide one of the following documents to indicate your high school completion:

  • A copy of a high school diploma
  • A copy of a final, official high school transcript that shows the date the diploma was awarded
  • A copy of a General Education Development (GED) certificate or GED transcript
  • An academic transcript that indicates you successfully completed at least a two-year program acceptable for full credit toward a bachelor's degree
  • A copy of a secondary school completion credential for homeschool (other than a high school diploma or its recognized equivalent) if state law requires homeschooled students to obtain that credential
  • A transcript or equivalent, signed by your parent or guardian, that lists the secondary school courses you completed and documents the successful completion of a secondary school education in a homeschool setting
Verification of Household Information Based on a review of your financial aid application materials, you are required to verify your household information, which also includes information about any household members enrolled in a degree-seeking or certificate program at a college or university.  To complete the form, please visit https://fao.andrew.cmu.edu/forms.html and select the Verification of Household Information. Student log-in (Andrew ID and password) is required for this form.
Verification of Identity/Gov't Photo ID

Submit a valid government issued photo ID and the Statement of Educational Purpose in person to The HUB. If you are unable to appear in person, complete the Identity and Statement of Educational Purpose form and email it to The HUB:

Yeknik Student Loan Packet Please visit https://fao.andrew.cmu.edu/forms.html, select the Yeknik Student Loan Application Packet, and follow the on-screen instructions. Student log-in (Andrew ID and password) is required for this form.
Default Clearance Letter

If you are in default on one or more federal student loans, you are not eligible to receive additional federal student aid until your defaulted loans have been resolved. You may log into NSLDS to review your official loan history at https://studentaid.gov/, to see which loan is defaulted. To regain eligibility for financial aid, you need to submit a letter from your lender indicating that your loan is no longer in default either because it has been paid in full or because satisfactory payment arrangements have been completed to remove the loan from a defaulted status.

Contact Information

First-Year Undergraduates

Office of Undergraduate Admission
Carnegie Mellon University
Warner Hall
5000 Forbes Avenue
Pittsburgh, PA 15213
Phone: 412-268-2082
Fax: 412-268-7838
Email: admission@andrew.cmu.edu 

Beginning July 1, first-year undergraduate students may contact The HUB for financial aid inquiries.

Returning Students & All Graduate Students

The HUB / Enrollment Services
Carnegie Mellon University
Warner Hall A19
5000 Forbes Avenue
Pittsburgh, PA 15213
Phone: 412-268-8186
Fax: 412-268-8084
Email: thehub@andrew.cmu.edu 

Submitting an Initial CSS/IDOC Packet

If you have not already submitted your initial packet of tax documents to CSS/IDOC for the 2021-22 academic year, then you should submit the following along with the CSS/IDOC cover sheet provided to you via email after your CSS Profile completion:

  • Parent 2019 tax return
  • Parent 2019 W-2 form(s)
  • Student 2019 tax return (if required to file)
  • Student 2019 W-2 form(s) (if applicable)
  • Schedule C and K-1 from Forms 1065 and/or 2555 (if applicable)

Documents may be submitted to CSS/IDOC in one of the following ways:

  1. Upload electronic versions at https://idoc.collegeboard.org/idoc/ (preferred method)
  2. US Postal Service to: College Board Processing Center, P.O. Box 8570, Portsmouth, NH 03802

Please note that handwritten signatures and dates are required on page 2 of each Form 1040. You may log into your College Board CSS Profile account and select “Check Status” at the top of the page to verify that CSS/IDOC received your documents. If your submitted documents are not reflected under your account, please contact CSS/IDOC.

Award Letter

You will receive an email notification to your CMU Andrew email account once your award letter (eligibility notification) is available to view through Student Information Online (SIO).

Previous Academic Year Forms

Looking for a form for the previous academic year? Check on the forms and documents webpage, or contact your HUB liaison.