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Applying for Financial Aid (New Students)

Information for:

New Students

Deadline Dates

November 15

  • Early Decision I
  • Leadership in Medicine

January 15

  • Early Decision II
  • Regular Decision
  • Six-Year Law Program

Merit Aid

  • Consists of scholarships valued between $10,000 and $20,000
  • 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

Need-Based Aid

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 2018-2019 CSS Profile. Union's Profile school code is 2920. If the biological parents of the applicant are separated or divorced, Union requires the non-custodial parent (NCP) to file the CSS Profile as well.
  • For federal financial aid - file the 2018-2019 Free Application for Federal Student Aid (FAFSA).  Union's FAFSA school code is 002889.  
  • Parent(s) 2016 Federal Tax Information - We recommend that parents utilize the IRS Data Retrieval Tool on the FAFSA to submit the required tax information. If the Data Retrieval Tool is not used, parents must submit a Federal Tax Return Transcript obtained from the IRS (please review our detailed instructions)
  • Parent(s) 2016 W-2 forms

Please note that the Financial Aid Office will send notification in May requesting the following items for students who enroll in the Fall 2018 class:

  • Student's 2016 Federal Tax Information, if applicable - We recommend that students utilize the IRS Data Retrieval Tool on the FAFSA to submit the required tax information. If Data Retrieval Tool is not used, students must submit a Federal Tax Return Transcript obtained from the IRS (please review our detailed instructions)
  • Copy of student's 2016 W-2 form(s)
  • 2018-2019 Verification Worksheet - Dependent Worksheet or Independent Worksheet (depending on student status)

For families who have experienced a change in circumstances, you may submit the 2018-2019 Change in Family Circumstances Form 

New Canadian Students

Merit Aid

  • Scholarships valued between $10,000 and $20,000
  • 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

Need-Based Aid

Refer to EDI, EDII and Regular Decision Application deadline dates shown above when submitting the following documents

  • Indicate your intent to apply for financial aid on the admissions application
  • Complete the 2018-2019 CSS Profile. Union's Profile school code is 2920. If the biological parents of the applicant are separated or divorced, Union requires the non-custodial parent (NCP) to file the CSS Profile as well.
  • Parent 2016 T-1 Income Tax and Benefit Returns (not the Notice of Assessment)
  • Quebec residents: Parent 2016 Quebec Income Tax Returns

Please note that the Financial Aid Office will send notification in May requesting the following items for students who enroll in the Fall 2018 class:

  • Student's 2016 T-1 Income Tax and Benefit Return, if applicable
  • Quebec Residents: Student's 2016 Quebec Income Tax Returns, if applicable

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

New International Students

Merit Aid

  • Scholarships valued at $10,000 to $20,000 per year
  • 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

Need-Based Aid

Refer to EDI, EDII and Regular Decision Application deadline dates shown above when submitting the following documents

  • Indicate your intent to apply for financial aid on the admissions application
  • Complete the 2018-2019 CSS Profile. Union's Profile school code is 2920. If the biological parents of the applicant are separated or divorced, Union requires the non-custodial parent (NCP) to file the CSS Profile as well.
  • 2016 foreign income documentation (translated into US dollars) 
    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.

Important: Students applying from North Korea will not be able to complete the CSS Profile. Instead, complete the 2018-2019 International Financial Aid Application.

Please note: The 2018-2019 International Certification of Finances Form is not used in the determination of financial aid eligibility so does not need to be completed.

New Transfer Students 2018-2019

Merit Aid

  • Scholarship valued at $9,000 to $15,000 per year
  • 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

Need-Based Aid

  • Indicate on the admissions application your intent to apply for aid
  • For institutional need-based grant consideration - file the 2018-2019 CSS Profile - Profile school code is 2920. If the biological parents of the applicant are separated or divorced, Union requires the non-custodial parent (NCP) to file the CSS Profile as well.
  • For federal financial aid - file the 2018-2019 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' 2016 IRS TAX RETURN TRANSCRIPTS (if dependent student)*
  • Student's 2016 IRS TAX RETURN TRANSCRIPTS*
  • Copy of student and parent 2016 W-2s
  •  IRS Verification of Non-filing is required for parents of dependent students or independent students who did not file a 2016 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 specific guidance related to submission of tax information please review our detailed instructions

Application Filing Dates – all of the above required applications must be filed by the dates below corresponding with the term of entry.


Fall 2018 entry:            April 15, 2018
Winter 2019 entry:       November 1, 2018
Spring 2019 entry:       February 1, 2019

 

For families who have experienced a change in circumstances, you may submit the 2018-2019 Change in Family Circumstances Form