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. 

DD214 Form

Complete your FAFSA (Free Application for Federal Student Aid) at studentaid.gov/h/apply-for-aid/fafsa. 

Carnegie Mellon Federal School Code: 0003242

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

The Department of Education requires all institutions to ensure the consistency of data related to a student's Free Application for Federal Student Aid (FAFSA). Before disbursing Federal Student Aid funds, all data discrepancies and conflicting information must be resolved. If you received a request for either a parent or student FAFSA Release Authorization, we have found conflicting information between your FAFSA and supporting documentation.

Please visit our website to authorize Carnegie Mellon University to adjust FAFSA data in order to resolve the conflicting information between the FAFSA and other supporting documentation submitted to the university. Students must log in using their Andrew ID and password. Family members may access the system using either Carnegie Mellon, Facebook, Google or LinkedIn credentials. Parents or guardians who do not have these accounts may access a printable copy of the FAFSA Release Authorization: 

• 2023-2024 Parent or Guardian FAFSA Release Authorization (pdf)
• 2022-2023 Parent or Guardian FAFSA Release Authorization (pdf)

Printed forms should be signed, scanned and emailed to thehub@andrew.cmu.edu. 

If you and a parent (for dependent students) do not sign your FAFSA, then it cannot be processed. Please visit this website for instructions on how to sign your FAFSA.

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.

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. 

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

• 2023-2024 Non-Tax Filer (pdf)
• 2022-2023 Non-Tax Filer (pdf)

Did you file taxes with a U.S. territory or commonwealth or a foreign central government? 

If yes, please submit a signed copy of your tax statement.

If not, please submit both of the following:

• Wage statement(s) that confirm income earned from work from your employer.

• Documentation from your taxing authority that confirms taxes were not filed. If this documentation is unavailable or unable to be obtained, you may complete the Non-Tax Filer Statement.

Please note: Submit copies of your original tax or wage document(s) AND include a translation of the document(s) to English & U.S. dollars using the current currency exchange rates.

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 1040-X

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

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.

If you filed taxes and/or earned income outside the U.S., please see Non-U.S. Tax Documentation. 

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.

Proof of Medical & Dental Expenses

This may be requested if an amount of unreimbursed medical/dental expenses are listed on your CSS Profile. Please submit copies of medical/dental expenses that are not covered by insurance/unreimbursed corresponding to the tax year reported on your FAFSA/CSS Profile. For the 2023-2024 award year, the expenses would be from 2021. These do not include insurance premiums. Any documentation supplied should show proof of payment, not just billed or owed.

You may submit these documents via email to The HUB or 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

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. 

Schedule A

This may be requested if an amount of unreimbursed medical/dental expenses are listed on your CSS Profile. Please submit a copy of your Schedule A corresponding to the tax year reported on your FAFSA/CSS Profile. For the 2023-2024 award year, the Schedule A would be from 2021. 

Submit this document 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

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

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

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.

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

This may be submitted using one of the following options:

1) Submit a valid government-issued photo ID and the Statement of Educational Purpose form (linked below) in person to The HUB; or

2) If unable to appear in person, we may accept a copy of a valid government-issued photo ID and an original notarized Statement of Education Purpose form (linked below) mailed to The HUB, 5000 Forbes Ave., Pittsburgh, PA 15213. We can only accept original notarized forms via mail; photocopied forms or those that are faxed or emailed cannot be accepted. 

• Identity and Statement of Education Purpose (2023-2024) (pdf)
• Identity and Statement of Educational Purpose (2022-2023) (pdf)

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.