Currently Enrolled Students
Financial aid at Bates is renewable for up to four years.
Students can receive institutional financial aid for up to eight semesters, provided that financial aid application forms are submitted on time, the student’s family continues to demonstrate eligibility according to institutional standards and the student meets prescribed academic progress standards. Families applying for renewal of Bates financial aid must complete the PROFILE and FAFSA and provide copies of income tax returns and other materials annually.
The renewal application deadline is May 1.
Requirements for Currently Enrolled Students
- College Board PROFILE and Noncustodial PROFILE (if your parents are divorced or separated) – You may use estimated information in order to meet applicable deadlines. Bates’ school code is 3076. Please note that the PROFILE and Noncustodial PROFILE are required only if you are requesting institutional financial aid from Bates. You do not need to complete these forms if you are requesting only federal financial aid (a student loan, for example.)
- Free Application for Federal Student Aid (FAFSA) – Bates’ FAFSA school code is 002036. Please note that the FAFSA is required regardless of whether you are requesting institutional or federal financial aid.
- Parent (and noncustodial parent) and student 2013 federal income tax returns, including W-2 forms and all schedules. Bates requires copies of tax returns even if you use the IRS Data Retrieval Tool to complete your FAFSA.
- Student Non-Filer Statement (PDF) - if the student is not required to file a federal income tax return
- Supplemental Forms – If either parent is self-employed or owns any part of a business or farm, he or she should send copies of corporate or business tax returns for each business or farm in which an interest is held to Student Financial Services. Each document sent should include the applicant’s name.
Important Information Regarding the FAFSA
Students and parents completing the FAFSA have the option of using 2013 federal income tax data from the IRS when completing the FAFSA. The IRS Data Retrieval Tool allows students and parents to request and retrieve 2013 tax return data directly from the IRS to use on the FAFSA, increasing accuracy and making is less likely that an application will be selected for verification. In order to take advantage of the IRS Data Retrieval Tool, Bates generally recommends that you complete your FAFSA after 2013 federal tax returns are filed, but if you’ve already completed your FAFSA manually, you can return at a later date to transfer your tax return information into the FAFSA.
Please note that electronic tax returns must be submitted at least 10 days prior to using the IRS Data Retrieval Tool in order for the data to be transferred directly into the FAFSA. Data from paper tax returns will be available in 6 to 8 weeks.
If your FAFSA is selected for verification by the Department of Education and you did not use (or are unable to use) the IRS Data Retrieval Tool, you will be required to complete a Verification Worksheet and provide Bates with an IRS Tax Return Transcript. Please note that the federal government requires us to collect this information, even if you have already provided us with copies of your federal income tax returns.
- How to use the IRS Data Retrieval Tool - video courtesy of UCSB
- Instructions for obtaining an IRS Tax Return Transcript
Copies of tax returns, W-2 forms and any supplemental forms should be mailed to:Student Financial Services Bates College 44 Mountain Avenue Lewiston, ME 04240
Currently enrolled students will receive information regarding their financial aid eligibility in June if their financial aid application is complete.
Students who apply but are not eligible for need-based financial aid at the time of their admission may reapply for financial aid each year.
Students who do not apply for aid as incoming students are welcome to apply in subsequent years if their family circumstances change.