All continuing undergraduates must submit:
- Free Application for Federal Student Aid (FAFSA)
- CSS/Financial Aid PROFILE
- Tax Returns
- IRS Data Retrieval Tool or Transcript
- FAFSA & Profile: May 1
- Tax Forms: May 1
- IRS Data Retrieval or Transcript not later than May 1
Students who apply for aid after the above deadlines may qualify for federal, state or private aid but cannot be guaranteed consideration for Georgetown University scholarship assistance.
Your eligibility for federal, many state and some private aid programs is based on your financial need as determined by a formula mandated by Congress. The federal need analysis formula evaluates net income, some net assets, number of family members, number of family members in college and other relevant factors in order to calculate an expected family contribution toward educational expenses.
If you have other resources available to meet college costs, such as a state or privately-sponsored scholarship, these also must be considered in determining need for federal aid. If the cost of attending Georgetown is greater than your expected federal family contribution, you may be eligible for federal financial aid.
The Office of Student Financial Services reserves the right to withhold disbursement of financial aid until all required documentation has been received and verified. Financial Aid awards may be subject to revision based upon the verification process.
CSS PROFILE: 5244
irs data retrieval tool
- The IRS Data Retrieval Tool, created by the U.S. Department of Education, allows students and parents to access the Internal Revenue Service (IRS) tax return information needed to complete the Free Application for Federal Student Aid (FAFSA), and transfer the data directly into their FAFSA from the IRS Web site. It is the best and easiest way to provide accurate income information on the FAFSA and will be available February 3, 2013.
- Your family's income tax information will generally be available through the IRS Data Retrieval Tool 2 weeks after electronic filing and 8 weeks after submitting a paper tax return.
- If the IRS Data Retrieval Tool should be used to complete the FAFSA. Applicants are required to update information to reflect the income and tax information reported on the actual tax return. We strongly encourage the use of the IRS Data Retrieval Tool to update this information after taxes are submitted.
**For step by step instructions on how to use this tool, please view the IRS Data Retrieval Tool Tutorial.**
- If families are not eligible or ultimately choose not to use the IRS Data Retrieval Tool to update the tax information, the U.S. Department of Education requires us to collect a certified tax transcript processed by the IRS. The Office of Student Financial Services' address should be included on line 5 of form 4506-T or to expedite this process, you may call (800) 908-9946 to request the transcript by phone.
37th & "O" Streets N.W. Healy Hall; Room G-19
Washington, DC 20057-1252
Using the IRS Data Retrieval Tool
You will be given the option to view/transfer your IRS information if you have:
- Filed your 2012 Federal Tax Return(s)
- A valid social security number
- A Federal Student Aid PIN (if you do not have a PIN, you will be given the option to apply for one)
- Not changed your marital status since December 31, 2011
The following circumstances make you ineligible to use the data retrieval tool:
- Filed an amended 2012 Federal Tax Return
- Will not file a 2012 Federal Tax Return
- Are married but filed separately
- Are divorced/separated but filed jointly
- Filed a foreign tax return (including Puerto Rico)
You must instead submit to us a certified IRS transcript 4506-T. Parents who are married but filing separately must submit two separate IRS transcripts. Transcripts are not required for those filing a foreign or Puerto Rican tax return.
Beginning February 1st, after you complete the CSS PROFILE you will receive a letter and a cover sheet from the College Board that provides instructions for submitting your federal tax returns. You must submit complete copies, including all schedules, and W-2 forms, along with the completed cover sheet to the College Board (IDOC).
When the College Board receives your documents, it will scan and transmit your income verification documents to Georgetown. You are required to submit all requested documents in one packet. Do not send documents separately.
US Citizens also filing an international tax return must provide translated tax documents with the reported income converted into US dollars. Current foreign exchange market rates are available now on www.xe.com.
Non-filers must submit the IDOC cover sheet, and a copy of the 2012 W-2's to College Board (IDOC).
Self-Employed Parents/Students: Submit copies of the 2012 parent/student personal and business tax returns directly to the College Board.
Divorced/Separated Parents: Upon completion of the CSS PROFILE, students will receive an email to share with the non-custodial parent. The non-custodial parent will then be able to access, complete and submit the form directly to the College Board online, where the information will remain secure.
Sibling Enrollment Verification: If you reported on your financial aid application that your sibling(s) would be enrolled in college, that enrollment must be verified. If Georgetown needs your assistance to verify sibling enrollment, the Office of Student Financial Services will mail you a form that must be completed by the registrar(s) of the school(s) at which your sibling(s) is/are enrolled. To be included in the number in college for the academic year, sibling(s) must be enrolled at least half-time in a four year undergraduate degree granting college/university. Sibling(s) attending Law or Medical school may also be included in the number in college. Sibling(s) in other graduated level programs are considered independent and should not be included in the number in college.
Report of Special Circumstances: If your financial circumstances have changed since you completed your original financial aid application and you can document the changes, you may request another review of your financial aid eligibility by completing a 2013-2014 Report of Special Circumstances Form.
Requesting Additional Aid
You may be eligible for additional financial aid if there has been a change in your financial circumstances that was not reported on your initial aid application. Such changes may affect the calculation of your expected contribution towards college costs. Typical examples of changes include significant reductions in reported income, unreimbursed parental or spousal medical expenses, uninsured losses, loss of employment, a serious illness or the death of a parent or spouse.
In some cases students have special expenses that can be added to the standard educational cost of attendance used to determine financial aid needs. Typical examples include the documented costs of child care, student health insurance premiums or unreimbursed student medical expenses. Students with disabilities may have special expenses related to their health care or living arrangements that can be recognized in calculating their need for assistance.
Financial aid is typically not available to cover non-educational costs for computers, telephone service, new clothing, automobiles or furniture and appliance rentals.