New Domestic, Canadian, International and Transfer Students

• Scholarships valued between $18,000 and $30,000
• All admitted students are considered for merit aid through the admissions process
• No separate applications are required
• Merit awards are offered to only a select few

The following must be submitted by the appropriate deadline date shown above

• Indicate on the admissions application your intent to apply for financial aid
• For institutional need-based grant consideration - file the 2024-2025 College Board CSS Profile -Union's Profile school code is 2920
• For federal financial aid - file the 2024-2025 Free Application for Federal Student Aid (FAFSA) - Union's FAFSA school code is 002889 - AVAILABLE DECEMBER 2023. For Early Decision 1, Early Action and Leadership in Medicine applicants, the FAFSA won't be available by the deadline, but please submit once it's available in December.
• Parent 2022 Federal Tax Return with supporting schedules. In addition to the tax return, we recommend that parents also utilize the IRS Data Retrieval Tool on the FAFSA.
• Parent 2022 W-2 forms

Union does not participate in the IDOC program through College Board. If you have submitted any financial documents to IDOC, please re-submit them directly to our dropbox.

For families who have experienced a change in circumstances, contact the Financial Aid office for required documentation

When completing the Free Application for Federal Student Aid (FAFSA), there are specific questions that will determine if a student is considered dependent or independent. There can be instances when applicants may in fact be considered dependent as determined by the specific dependency questions, but due to extenuating circumstances, a dependency override may be warranted.

Situations that would justify a financial aid administrator to override the dependency status include, but are not limited to, refugee or asylee status, parental abandonment, incarceration, and human trafficking. All request for such an override would require appropriate documentation.

If the biological parents of the applicant are separated or divorced, Union requires the non-custodial parent (NCP) to submit the following for institutional need-based grant consideration.

• 2024-2025 College Board CSS Profile
• 2022 Parent Federal Tax Return with supporting schedules
• 2022 W-2 forms

The College Board website provides guidance for divorced or separated parents that covers the following:
-Reporting Parents on the CSS Profile (instructional video under 'Related Resources)
-Creating a CSS Profile Account for Parent Use (pdf)
-Completing the CSS Profile For the Noncustodial Household (instructional video under 'Related Resources)

We recommend that you review the information prior to starting the application.

Students whose parents have any interest or involvement in a partnership or corporation must submit additional documentation with their financial aid application. The following documents are required from custodial parents, non-custodial parents, and stepparents who have any interest or involvement in a partnership or corporation.

• 2022 corporate or partnership federal income tax return
• 2022 Form 1065 Schedule K-1
• 2022 Schedule C for custodial parents, noncustodial parents and stepparents who are self-employed

MERIT AID

• Scholarships valued between $18,000 and $30,000
• All admitted students are considered for merit aid through the admissions process
• No separate applications are required
• Merit awards are offered to only a select few

The following must be submitted by the appropriate deadline date shown above

• Indicate your intent to apply for financial aid on the admissions application
• Complete the 2024-2025 College Board CSS Profile - Union's Profile school code is 2920
• Parent 2022 T-1 General Income Tax and Benefit Returns (not the Notice of Assessment)
• Quebec residents: Parent 2022 Quebec Income Tax Returns

Union does not participate in the IDOC program through College Board. If you have submitted any financial documents to IDOC, please re-submit them directly to our dropbox.

For families who have experienced a change in circumstances, contact the Financial Aid office for required documentation.

If the biological parents of the applicant are separated or divorced, Union requires the non-custodial parent (NCP) to submit the following for institutional need-based grant consideration.

• 2024-2025 College Board CSS Profile
• Parent 2022 T-1 General Income Tax and Benefit Returns (not the Notice of Assessment)
• Quebec residents: Parent 2022 Quebec Income Tax Returns

The College Board website provides guidance for divorced or separated parents that covers the following:
-Reporting Parents on the CSS Profile (instructional video under 'Related Resources)
-Creating a CSS Profile Account for Parent Use (pdf)
-Completing the CSS Profile For the Noncustodial Household (instructional video under 'Related Resources)

We recommend that you review the information prior to starting the application.

• Scholarships valued between $18,000 and $30,000
• All admitted students are considered for merit aid through the admissions process
• No separate applications are required
• Merit awards are offered to only a select few

The following must be submitted by the appropriate deadline date shown above

• Indicate your intent to apply for financial aid on the admissions application
• Complete the 2024-2025 College Board CSS Profile - Union's Profile school code is 2920
• 2022 foreign income documentation (translated into English)
  Examples of income documentation are:
  1. The country's tax return, or
  2. Signed statement from your parent's employer(s) on the company's letterhead indicating annual wages, bonuses, benefits, subsidies, or perquisites. The statement should indicate if the income is gross income (before taxes) in which case we need to know the amount of taxes paid.

Union does not participate in the IDOC program through College Board. If you have submitted any financial documents to IDOC, please re-submit them directly to our dropbox.

If the biological parents of the applicant are separated or divorced, Union requires the non-custodial parent (NCP) to submit the following for institutional need-based grant consideration.

• 2024-2025 College Board CSS Profile
• 2022 foreign income documentation (translated into English)
  Examples of income documentation are:
  1. The country's tax return, or
  2. Signed statement from your parent's employer(s) on the company's letterhead indicating annual wages, bonuses, benefits, subsidies, or perquisites. The statement should indicate if the income is gross income (before taxes) in which case we need to know the amount of taxes paid.

The College Board website provides guidance for divorced or separated parents that covers the following:
-Reporting Parents on the CSS Profile (instructional video under 'Related Resources)
-Creating a CSS Profile Account for Parent Use (pdf)
-Completing the CSS Profile For the Noncustodial Household (instructional video under 'Related Resources)

We recommend that you review the information prior to starting the application.

• Scholarship valued between $18,000 and $30,000
• All admitted students are considered for merit aid through the admissions process
• No separate applications are required
• Merit awards are offered to only a select few

The deadline for submitting the following materials is the admissions deadline for the term you are applying.

• Indicate on the admissions application your intent to apply for aid
• For institutional need-based grant consideration - file the 2023-2024 College Board CSS Profile - Profile school code is 2920.
• For federal financial aid - file the 2023-2024 Free Application for Federal Student Aid (FAFSA) - FAFSA school code for Union College is 002889.
• Dependent Verification Worksheet or Independent Verification Worksheet (depending on your status)
• Parents' 2021 IRS Tax Return - signed (if dependent student)
• Student's 2021 IRS Tax Return - signed
• Copy of parent and student 2021 W-2s
• IRS Verification of Non-filing is required for parents of dependent students or independent students who did not file a 2021 federal tax return. To request the Verification of Non-filing, complete IRS form 4506-T and mail or fax it to the appropriate IRS office listed under 'Chart for all others' on the instructions page. Once the IRS receives and processes your request, they will mail the Verification of Non-filing to your permanent address which you will then forward to the Financial Aid Office

For families who have experienced a change in circumstances, you may submit the 2023-2024 Change in Family Circumstances Form

Union does not participate in the IDOC program through College Board. If you have submitted any financial documents to IDOC, please re-submit them directly to our dropbox.

If the biological parents of the applicant are separated or divorced, Union requires the non-custodial parent (NCP) to submit the following for institutional need-based grant consideration.

• 2023-2024 College Board CSS Profile
• 2021 Parent Federal Tax Return with supporting schedules
• 2021 W-2 forms

The College Board website provides guidance for divorced or separated parents that covers the following:
-Reporting Parents on the CSS Profile (instructional video under 'Related Resources)
-Creating a CSS Profile Account for Parent Use (pdf)
-Completing the CSS Profile For the Noncustodial Household (instructional video under 'Related Resources)

We recommend that you review the information prior to starting the application.