Returning Student Financial Aid Application Procedures

Deadlines

Required Steps and Deadlines

Step 1
Complete FAFSA for federal and state aid eligibility
(January 15)

Complete CSS/Financial Aid PROFILE for institutional need-based eligibility
(January 15)

Step 2
IDOC Packet*
(You will be notified if you are required to upload 2015 federal tax information and other documents through the IDOC service. 

Once you are notified, this is to be completed within two weeks of the notification)

 

The financial aid office may request that additional forms be sent directly to the college.
*You will be notified if an IDOC Packet is needed for submission.


STEP 1: Submit the following electronically:

Free Application for Federal Student Aid (FAFSA)

This is the only financial aid form required to file for federal and most state financial assistance

  • It is strongly recommended that you utilize the FAFSA-IRS Data Retrieval Tool.
  • If you utilize the DRT, then you should not change the data once it is transferred to the FAFSA.
  • Claremont McKenna College federal school code: 001170
CSS/Financial Aid PROFILE

This is only required for consideration for institutional need-based assistance

  • Claremont McKenna College school code: 4054
  • Once submitted, you will receive an email from the College Board with further instructions about the IDOC process.

STEP 2: Submit the following as part of your IDOC packet*:

  • Please visit IDOC to start the process of sending your IDOC packet
  • New this year: Online family member listing capability & document uploaded functionality
    • Replaces the coversheet when uploading documents
    • Collects family data earlier in the process
    • Once documents are received, expected data validation is completed in 2 – 3 days or less
  • If you mail your packet make sure your cover sheet includes your CSS/Financial Aid PROFILE ID number
  • Signed copy of Parent(s) 2015 Federal Tax Return or Parent(s) Non-Filer Statement
    • For tax return filers, include all schedules and W-2 forms
    • For non-filers, include all W-2 forms and the Parent(s) Non-Filer Statement
    • The 2015 tax return (1040 + all schedules) should be uploaded to the College Board IDOC service
  • Signed copy of Student 2015 Federal Tax Return or Student Non-Filer Statement
    • For tax return filers, include all schedules and W-2 forms
    • For non-filers, include all W-2 forms and the Student Non-Filer Statement
    • The 2015 tax return (1040 + all schedules) should be uploaded to the College Board IDOC service
  • Signed by parent and student - 2017-2018 Verification Worksheet
  • Signed Business Tax Return (if applicable)
    • Corporate/Partnership Federal Income Tax Return, and K-1 Schedule(s) for any corporation(s) / partnership(s) in which you or your parent(s) have investments.

*You will be notified if an IDOC Packet is needed for submission.

STEP 3: Once steps 1 & 2 are completed:

Monitor your financial aid status by using NetPartner
  • Net Partner
    • It is the student's responsibility to share access to NetPartner with their parent(s) in order to allow them access to the NetPartner portal. The Office of Financial Aid cannot provide access.

IMPORTANT INFORMATION PLEASE READ:
  • All financial aid applicants for 2017-18 must complete their files by the published deadline dates. If you do not complete the necessary applications and provide all requested documents in a timely manner, we cannot guarantee the availability of college funds.
  • Returning students completing their financial aid files after May 1 will be subject to penalty assessments.
  • Students who did not apply for or did not receive need-based financial aid previously at CMC are not guaranteed they will receive financial aid or be considered for financial aid in the coming academic year. Each year financial aid consideration will be determined based on the availability of funds.

Contact

Office of Admission and Financial Aid

Claremont McKenna College
888 Columbia Avenue
Claremont, CA 91711

Phone: (909) 621-8356
Fax: (909) 607-0661
Email:

Campus Location

Kravis Center, Lower Court
888 Columbia Avenue
Claremont, CA 91711