Apply for Financial Aid

Bates offers need-based aid to make your education affordable.

We recognize the challenges families face in managing costs. This is why we offer need-based financial aid to eligible admitted students, and why we meet the full calculated need of our students. We recognize that each family’s circumstances are different, and for that reason, we encourage any family concerned about paying for college to apply for institutional need-based financial aid.


Determining Eligibility

Bates uses the Institutional Methodology guidelines of the College Board to measure family ability to meet college costs and determine eligibility for Bates institutional grant aid. We carefully evaluate family finances, considering factors such as family income and asset strength, family size, the number of siblings enrolled as undergraduate college students, and unusual or emergency expenses that can be documented. Private secondary school expenses for younger siblings are not factored into our evaluation. A family’s contribution comes mainly from parent income and assets, but also includes a contribution from the student’s expected summer earnings and savings. Other resources such as tuition benefits offered through a parent’s employer are also included in the family’s contribution. The family contribution subtracted from Bates’ cost of attendance equals financial need.

Bates meets 100 percent of the calculated need of our enrolled students through a combination of grant aid, student loans, and student employment. Student loans and/or employment assistance may be offered if a student’s calculated need is low.


Apply for Financial Aid

First Year and Transfer Applicants

We encourage any family concerned about paying for college to apply for need-based financial aid from Bates. To be considered, you must indicate that you will be applying for financial aid on your admission application and provide all of the materials shown below by the applicable deadline. Please note that Bates is committed to meeting 100% of the full demonstrated financial need of every admitted student, regardless of citizenship or immigration status.


Requirements for U.S. Citizens and Permanent Residents
  • 2021-22 CSS Profile — The CSS Profile must be completed by your parents (custodial and noncustodial) 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. Our Profile school code is 3076.
  • 2021-22 Free Application for Federal Student Aid (FAFSA) — The FAFSA is required if you are requesting institutional and/or federal financial aid. Our federal school code is 002036.
  • 2019 Federal Income Tax Returns and W-2 Forms — You and your parents (custodial and noncustodial) must submit copies of 2019 tax returns with all schedules, attachments, and W-2 forms to the College Board’s Institutional Documentation Service (IDOC). If you or your parents did not file a 2019 income tax return, please complete a Non-Tax Filer Statement available on IDOC.
  • Business Tax Returns — If your parents hold an interest in a partnership or corporation, please submit a copy of the corporate or partnership tax return with all pages and schedules to IDOC.

Requirements for Undocumented and DACA Applicants
  • 2021-22 CSS Profile — The CSS Profile must be completed by your parents (custodial and noncustodial) if you are requesting institutional financial aid from Bates. Our Profile school code is 3076.
  • 2019 Federal Income Tax Returns and W-2 Forms — You and your parents (custodial and noncustodial) must submit copies of 2019 tax returns with all schedules, attachments, and W-2 forms to the College Board’s Institutional Documentation Service (IDOC). If you or your parents did not file a 2019 income tax return, please complete a Non-Tax Filer Statement available on IDOC.

Students who are accepted to Bates will receive information regarding their institutional aid eligibility with their letter of acceptance, if their 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.

Please note that the FAFSA is the only application required for students seeking only federal financial aid.

Currently Enrolled Students

Financial aid at Bates is renewable for up to four years, 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 CSS Profile and FAFSA and provide copies of family income tax returns and other materials annually.


Requirements for Currently Enrolled Students who are U.S. Citizens and Permanent Residents
  • 2021-22 CSS Profile — The CSS Profile must be completed by your parents (custodial and noncustodial) 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. Our Profile school code is 3076.
  • 2021-22 Free Application for Federal Student Aid (FAFSA) — The FAFSA is required if you are requesting institutional and/or federal financial aid. Our federal school code is 002036.
  • 2019 Federal Income Tax Returns and W-2 Forms — You and your parents (custodial and noncustodial) must submit copies of 2019 tax returns with all schedules, attachments, and W-2 forms to the College Board’s Institutional Documentation Service (IDOC). If you or your parents did not file a 2019 income tax return, please complete a Non-Tax Filer Statement available on IDOC.
  • Business Tax Returns — If your parents hold an interest in a partnership or corporation, please submit a copy of the corporate or partnership tax return with all pages and schedules to IDOC.

Requirements for Undocumented and DACA Applicants
  • 2021-22 CSS Profile — The CSS Profile must be completed by your parents (custodial and noncustodial) if you are requesting institutional financial aid from Bates. Our Profile school code is 3076.
  • 2019 Federal Income Tax Returns and W-2 Forms — You and your parents (custodial and noncustodial) must submit copies of 2019 tax returns with all schedules, attachments, and W-2 forms to the College Board’s Institutional Documentation Service (IDOC). If you or your parents did not file a 2019 income tax return, please complete a Non-Tax Filer Statement available on IDOC.

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 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.

Please note that the FAFSA is the only application required for students seeking only federal financial aid.

International Students

International students seeking institutional assistance must apply for financial aid at the same time they apply for admission. The intent to apply for financial aid must be indicated on the admission application. Students who indicate on the application that they are not candidates for financial aid will not be considered for aid after they have been accepted to the College.

Students who qualify for need-based assistance can receive financial aid for up to 8 semesters, in the form of a grant (that does not need to be repaid) and the opportunity to work on campus (up to 20 hours per week.) Bates uses an institutional formula to determine the parent contribution and considers factors such as parent income, parent assets, number of dependents in the household, and number of dependent children attending undergraduate institutions in the United States. Families should anticipate paying the same parent contribution each year – after the first year, students are also asked to contribute through summer earnings.


Requirements for First Year Applicants

Financial aid applications and documents for first year applicants should be emailed to admission@bates.edu by the applicable deadline.


Requirements for Canadian Citizens
  • 2021-22 CSS Profile — The CSS Profile must be completed by your parents (custodial and noncustodial) if you are requesting institutional financial aid from Bates. Our Profile school code is 3076.
  • 2019 Canadian Income Tax Returns and T4 Forms — You and your parents (custodial and noncustodial) must submit copies of 2019 tax returns with all schedules, attachments, and T4 forms to the College Board’s Institutional Documentation Service (IDOC). If you or your parents did not file a 2019 income tax return, please complete a Non-Tax Filer Statement available on IDOC.
  • Applicants who are not applying for financial aid must complete the 2021-22 International Student Certification of Finances (ISCOF)

Requirements for Currently Enrolled Students
  • 2021-22 International Student Financial Aid Application (ISFAA)
  • Copy of parents’ most recently filed government income tax return (translated into English, if applicable) for your country of residence
  • Statement from your parents’ employer(s) indicating current annual gross wages, bonuses, and benefits (automobile, housing and education allowances), along with taxes paid.

Applications for currently enrolled students should be emailed to sfs@bates.edu and are due by May 1, 2021.


Resources for International Students

Bates encourages students to seek assistance through sponsors and outside sources. In many countries, it is often possible to find information at U.S. Information Service (USIS) posts or at educational advising centers designated by the U.S. Embassy.


A Note on Divorced/Separated Parents

When parents are divorced or separated, a contribution from the student’s noncustodial parent is included as part of the calculated family contribution. The noncustodial parent’s ability to contribute is measured in the same manner as the custodial parent’s, according to income and asset strength. A parent’s willingness (or unwillingness) to contribute toward educational costs is not a factor in our determination of financial aid eligibility, nor is eligibility affected by payment agreements that exist between the custodial and noncustodial parent.

Noncustodial parents must complete the CSS PROFILE and submit copies of federal income tax returns and W-2 forms to the College Board’s Institutional Documentation Service (IDOC).