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 prior to June 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 undergraduate students should contact the Office of Admission through May and then The HUB beginning in June. All other students (returning undergraduates and all graduate students) may contact The HUB year-round.
Document Submission Instructions
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Instructions for Submitting |
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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. |
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. |
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This form may be requested to confirm whether you are or will be a qualifying veteran. The form can be requested from the Department of Veterans Affairs at www.va.gov/records/
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FAFSA |
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. |
FAFSA Release Authorization |
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:
Printed forms should be signed, scanned and emailed to thehub@andrew.cmu.edu. |
FAFSA Signature |
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. |
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: |
Non-U.S. Tax Documentation |
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:
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. |
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. |
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Apply online at https://studentaid.gov by selecting 'Parent' and 'Apply for a Parent PLUS Loan'. |
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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'. |
Submit a signed copy of your Amended U.S. Individual Income Tax Return (Form 1040-X) for the applicable tax year. |
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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
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Submit these to IDOCS in one of the following ways:
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. |
This may be required for dependent students if selected for federal verification. If required, we recommend requesting a transcript online (view detailed instructions). |
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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. |
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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:
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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. |
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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:
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Complete (www.irs.gov/forms-instructions) and email a copy to The HUB. |
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Selective Service Registration |
Register online at www.sss.gov and email the confirmation page to The HUB. |
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. |
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Complete and email the application (pdf) to The HUB. |
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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:
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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/ |
Verification of Identity/Gov't Photo ID |
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. |
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 June 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 2023-2024 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 2021 tax return
- Parent 2021 W-2 form(s)
- Student 2021 tax return (if required to file)
- Student 2021 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:
- Upload electronic versions at https://idoc.collegeboard.org/idoc/ (preferred method)
- 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.