Application Requirements

Transfer Students

Applying for financial aid can be confusing. Contact us if you have any questions. We're happy to help!

Requirements

1. CSS Financial Aid Profile

  • The Profile is used to determine eligibility for need based financial aid from Mount Holyoke (School code: 3529). (The 2021-22 Profile is required for fall, 2021 transfer applicants; 2020-21 is required for spring, 2021 transfer applicants.)
  • Applying for federal aid only? The PROFILE is not required. See FAFSA, below.
  • Noncustodial Parent: A Profile is required from each parent of an applicant whose biological or adoptive parents are not married to each other unless the parents are living together. In that case, financial information for both parents should be included on one Profile.

2. Free Application for Federal Student Aid (FAFSA)

  • The FAFSA is used to determine eligibility for federal financial aid including grant and loan assistance (School code: 002192). (The 2021-22 FAFSA is required for fall, 2021 transfers; 2020-21 required for spring, 2021 transfers.)
  • IRS Data Retrieval Tool Option (DRT): Student should use the DRT option to directly transfer student and/or parent tax information from the IRS into the FAFSA. Using the DRT is efficient and reduces the chance of errors. If the FAFSA has already been filed but the DRT was not used, students may return to the FAFSA and select the DRT option. (How to complete the FAFSA, including using the DRT.)

3. Federal Tax Returns: Parent and Student

  • The federal tax return, all schedules, & all W-2s are required from the parent(s), including the noncustodial parent, if applicable, and the student. Tax returns for any corporations, partnerships or trusts, the parent/student owns are also required (Forms 1041, 1065, 1120, 1120S, K-1). 2019 tax year information is required for fall, 2021 transfer applicants; 2018 tax year information required for spring, 2021 transfer applicants.
  • Upload all tax forms to the College Board's Institutional Documentation Service, IDOC. Note: File the Profile first; Transfer applicants cannot upload documents to IDOC until a few days after the Profile has been filed.

Once you have submitted the Common Application or the Coalition Application to the Office of Admission and set up your Applicant Status Page, you will be able to see your specific requirements by checking the Financial Aid tab in your Applicant Status Portal. (Please check this page often as we may require additional information once we begin a review of your file.)