Reapplying for Financial Assistance
If you are currently receiving need-based financial assistance from Brandeis University and wish to receive assistance for the next academic year, you must reapply for financial aid.
The reapplication process begins in the spring semester. During the Winter intersession, the Office of Student Financial Services will send an email detailing the documents required for financial aid renewal via e-mail to all students who are currently receiving any form of need-based assistance.
If you decide to study abroad, it is your responsibility to see that these forms are filed on time. Visit Study Abroad for further information.
The following documents should be filed by March 1, 2023 to complete your renewal financial aid application for the 2023-2024 academic year.
Please be advised that applications received after this date may not be considered for scholarship funds.
1. The Renewal Free Application for Federal Student Aid (FAFSA) - Federal School Code 002133
(Required for all students who wish to apply for federal or state aid)
This application must be filed online. If you filed a FAFSA in 2023-2024, an e-mail Renewal Reminder from the Department of Education's processor will be sent to you in January. If you need to create an FSA User ID and password, or you have forgotten it, go to https://fsaid.ed.gov. In addition, at least one parent must sign the FAFSA. This can be done electronically; parents can also obtain an FSA User ID and password at https://fsaid.ed.gov. Your electronic Renewal FAFSA will reflect much of the information provided on your 2023-2024 FAFSA and will instruct you to provide 2021 income and asset figures.
We highly recommend that you use the IRS Data Retrieval Tool within the FAFSA to transfer your and/or your parents' 2021 income figures onto your application to prevent the need for additional income documentation in the future. (Watch an instructional video on how to use the IRS Data Retrieval Tool.) Remember to include Brandeis as the school to which your FAFSA should be sent. Our Federal School Code is 002133. We will receive an electronic record of your information after you submit it to the processor. You will receive a Student Aid Report (SAR) after your FAFSA has been received and processed. Review the information carefully, and follow the instructions on the SAR if any corrections need to made.
After filing the FAFSA, a series of edits and matches are performed on your application. These include a check with the Social Security Administration to verify that your name corresponds to your Social Security number, a check with the Department of Homeland Security (DHS) to verify your citizenship status, verification that you have registered with Selective Service (if applicable), and a check to confirm that you are not in default on any previously borrowed Federal student loans. We are required to resolve any discrepancies that arise from these matches, so requests for additional information may follow upon receipt of your FAFSA.
2. CSS/Financial Aid Profile - School Code 3092
(Required for all students who wish to be considered for institutional, need-based scholarship)
This application must be filed online. If your parents are divorced or separated, and Brandeis has required information from your noncustodial parent in previous years, your noncustodial parent must also submit a CSS Profile online.
Please note we do not offer a fee waiver for the CSS Profile. Instead, if you are eligible based on the information you report the CollegeBoard will automatically waive the fee.
Need help setting up a CSS Parent Account? Review the CSS Parents Registration Guide.
3. Tax Returns
(Required for all students who wish to be considered for institutional financial aid and those selected for verification)
If you received need-based grant or scholarship funds in 2023-2024, or if you are selected for Verification as a result of filing your FAFSA, you will need to submit your and/or your parent(s)' signed 2021 Federal Income Tax Returns, with all pages, schedules and W-2 forms. (If your parents are divorced or separated, you must also submit a copy of your noncustodial parent's 2021 Federal Income Tax Return, with all pages, schedules and W-2 forms.)
Please note that if you submitted your 2020 tax returns and documentation to us for the 23-24 year, you do NOT need to submit them again for the 24-25 year.
If a student's FAFSA application is selected for standard verification, he or she will be required to submit a Verification Worksheet and to use either the IRS Data Retrieval Tool on the FAFSA or submit copies of IRS Tax Transcripts to verify the income reported on the FAFSA (non-filers must submit a non-filer statement along with income documentation). He or she may also be required to sign a statement of educational purpose, submit a final high school transcript, and/or provide proof of identity to satisfy the requirements of federal verification.
All verification documents must be submitted prior to the application filing deadlines indicated on the SFS website and/or the awarding and disbursement of institutional, federal and state financial aid. Failure to do so by ten days prior to the start of the academic year term will result in cancellation of his or her financial aid, which may result in late fees and/or withdrawal from the University for non-payment of the balance due. If a student is selected for verification after his or her financial aid has been disbursed, he or she will have 30 days to complete the verification process and failure to do so will result in cancellation of both state and federal financial aid. Any required changes to a student’s FAFSA data resulting from the verification process will be made to his or her application directly by Brandeis, unless otherwise instructed. Any changes to his or her financial aid award due to the verification process will be communicated via a financial aid award letter.
5. Additional information
Additional information may be required on a case-by-case basis. We will notify you if we need any additional documentation. Please help us by responding as quickly as possible to our requests. Feel free to contact us directly if you need assistance understanding what we need from you.
If you are currently receiving need-based scholarship funds from Brandeis, you will receive an e-mail request from the College Board Imaging and Documentation Service (IDOC) to send the tax returns and, if applicable, the Verification Worksheet to IDOC. You may upload your documents directly to IDOC. Electronic images of your documents will be shared with Brandeis.
You can view a list of documents we are requesting through your sage account. From the sage home page, click “View Financial Aid Information” on the right-hand side. Click the “Documents” tab to view all requested documents.
First-Time Aid Applicants Currently Enrolled and Transfer Students for Fall 20231. File the following forms:
- CSS/Financial Aid Profile — for institutional need-based scholarship consideration
- FAFSA — for federal financial aid consideration
2. Submit your and your parent(s)' signed 2021 Federal Income Tax Returns, with all pages, schedules and W-2 forms via the College Board's IDOC imaging system.
(If your parents are divorced or separated, you must also submit a copy of your noncustodial parent's 2021 Federal Income Tax Return, with all pages, schedules and W-2 forms.) Once you have submitted your CSS/Financial Aid Profile, you will receive an e-mail with instructions on how to submit your tax returns via IDOC.
You will need to adhere to the same priority filing dates as returning students who are reapplying for assistance.