Submitting Supporting Financial Aid Documentation

Financial aid eligibility cannot be finalized until all required documentation is submitted and processed. If you've been identified as one of these students, you will receive a Financial Aid Alert email from The HUB (enrolled students) or the Office of Admission (newly admitted students through May) notifying you that documents are required in order to finalize your financial aid application. Instructions for submitting documents may be found in the chart below.

About My Student Aid

The My Student Aid portal offers an easy-to-navigate overview of your financial aid. Within My Student Aid, you can view the status of your financial aid application, submit supporting documentation and related forms, and view your financial aid offer.

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.

Have Questions?

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.

Log in to My Student Aid

Document Submission Instructions: My Student Aid

The documents listed below may be submitting directly to Carnegie Mellon through My Student Aid - this is the most secure way to submit documents. You may also submit documents by email to thehub@andrew.cmu.edu or admission@andrew.cmu.edu.

Child Support Paid

You indicated child support paid on your CSS Profile. Submit a signed statement indicating the total amount of child support paid for the applicable tax year. Child support paid is applicable when a student's biological parents divorce/separate. It is not simply financial support provided to the student. These are payments made due to divorce, separation, or a legal requirement or agreement is reportable.

DD214 Form

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/ get-military-service-records .

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 log in to My Student Aid 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.

Parents or guardians who cannot access the authorization through My Student Aid may submit a PDF copy of the FAFSA Release Authorization:

• 2024-2025 Parent or Guardian FAFSA Release Authorization (pdf)
• 2023-2024 Parent or Guardian FAFSA Release Authorization (pdf)

Printed forms may be completed, signed (handwritten), and submitted directly to CMU through My Student Aid or to thehub@andrew.cmu.edu (returning/enrolled students) or admission@andrew.cmu.edu (newly admitted students).

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:

• Wage statement(s) that confirm income earned from work from your employer.
• Documentation from your taxing authority that confirms taxes were not filed. If this documentation is unavailable or unable to be obtained, you may complete the Non-Tax Filer Statement (see below).

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.

Non-Tax Filer Statement

If you are not required to and did not file taxes in the U.S. or any other country, please use this form to report your income from any/all sources. If that amount is zero, then please check the applicable box on the form.

Complete, sign (handwritten), and submit directly to CMU through My Student Aid or to thehub@andrew.cmu.edu (returning/enrolled students) or admission@andrew.cmu.edu (newly admitted students).

• 2024-2025 Non-Tax Filer Parent (pdf)
• 2024-2025 Non-Tax Filer Student (pdf)

Parent/Student Form 1040-X

Submit a signed copy of your Amended U.S. Individual Income Tax Return (Form 1040-X) for the applicable tax year.

Parent/Student Form 1099

Submit a copy for the applicable tax year through My Student Aid or to thehub@andrew.cmu.edu (returning/enrolled students) or admission@andrew.cmu.edu (newly admitted students).

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

Submit these directly to CMU through My Student Aid or to thehub@andrew.cmu.edu (returning/enrolled students) or admission@andrew.cmu.edu (newly admitted students).

Please note that only the first two pages of your 1040 are expected, and handwritten signatures and dates are required on page 2 of each Form 1040. See the screenshot below for reference:



If you filed taxes and/or earned income outside the U.S., please see Non-U.S. Tax Documentation (above).

Parent/Student Tax Return Transcript

This may be required for dependent students if selected for federal verification. If required, we recommend requesting a transcript online (view detailed instructions ).

CMU Perkins Replacement Loan Packet

Visit My Student Aid and 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.

Proof of Medical & Dental Expenses

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 2024-2025 award year, the expenses would be from 2022. These do not include insurance premiums. Any documentation supplied should show proof of payment, not just billed or owed.

Reaffirmation Letter

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.

Schedule A

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 2024-2025 award year, the Schedule A would be from 2022.

Schedules B, C, D, E, K-1

Submit these tax schedules directly to CMU through My Student Aid or to thehub@andrew.cmu.edu (returning/enrolled students) or admission@andrew.cmu.edu (newly admitted students). View more i nformation about these tax schedules.

Unsubsidized or Parent PLUS Loan Only Form

Complete the form , sign (handwritten), and submit directly to CMU through My Student Aid or to thehub@andrew.cmu.edu (returning/enrolled students) or admission@andrew.cmu.edu (newly admitted students).

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 submit it through My Student Aid or to thehub@andrew.cmu.edu (returning/enrolled students) or admission@andrew.cmu.edu (newly admitted students).

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 My Student Aid and select the Verification of Household Information . Student log-in (Andrew ID and password) is required for this form.

Yeknik Student Loan Packet

Please visit My Student Aid, 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.

Other Document Submission Instructions