How to Avoid Common Errors When Completing the Need Access Application

All students applying for Yale Scholarship and/or Yale Loans or Title VII funds* are required to complete a Need Access Application and provide parental financial information.

*Title VII funds are PCL, Loans for Disadvantaged Students and Scholarship for Disadvantaged Students

The Need Access Application is available on the web.
You may complete the form online and file it electronically by going to http://www.needaccess.org/.

Read the instructions carefully. Be sure to complete the whole application, leaving nothing blank.

Common errors

Below are suggestions for avoiding common errors made by students and parents when filling out the Need Access Application. These errors can delay the processing of an application, which could hold up receipt of financial aid.

Student section

  1. On item #2a, enter #5 if you are a medical student, #1 if you are a physician associate student.
  2. If you have answered 1 or 3 to item #2k, be sure to fill out all sections related to your spouse's financial information. If you plan to be married while enrolled at Yale, we require information pertaining to your prospective spouse.
  3. If you have answered yes to item #2o, please provide a budget and documentation as to the cost of maintaining separate households.
  4. List all members of your family in item #2p. Be sure to include yourself, your spouse, your children and any dependent siblings, parents and grandparents, if you support them.
  5. If you answered yes to item #2r, the financial aid office will be permitted to discuss your financial situation with your parents, should they request it.
  6. If you are applying for financial assistance for the first time, get a copy of the full market value of any homes listed in item #6b from your tax assessment office. Provide this documentation to the financial aid office along with your other application materials.
  7. List the year of purchase and purchase price of your home in item #6d and #6e. List the actual purchase price of the home, do not include the amount currently owed on the mortgage (do not include interest owed).
  8. Provide documentation about any trust funds listed in #6p and #6q to the financial aid office with the application material.
  9. Don’t combine items #6b (home), #6f (other real estate), 6h (business) and #6j (farm) with a bracket, and don’t list their value on a single line. These items are assessed differently. If you combine them on this form, you may be assessed incorrectly.
  10. Don’t put a mortgage or debt entry vertically in two answer spaces in items #6c (home), 6g (other real estate) , 6i (business) and #6k (farm) to indicate a mortgage for two or more properties. Be sure to make only one entry for each answer space. Don't put two amounts in one area.
  11. On item #25ed, list the source of scholarship and/or loans listed on item #25e. Be sure to name the source of actual or anticipated scholarships and/or loans you may receive during the 2012-2013 academic year.
  12. Do answer #87 "YES". This question refers to the projected year income and whether or not we can use it when calculating your expected contribution. If you do not answer this questions, we will use the federal formula which will assess your ability to pay much greater than your actual ability to pay.

Parental Information

  1. Don’t forget to complete both the parents' and the student's portion of the Need Access Application if you are applying for university funds (e.g., Yale Scholarship, Yale Loans) and/or Title VII funds (Loans for Disadvantaged Students and Primary Care Loans). Students will not be eligible for Yale scholarship, PCL or LDS and/or Yale Loans if parental information is missing, therefore, the student and both parents must complete every question.
  2. If divorced, only the custodial parent must complete the Need Access Application if item 32v has been completed by placing a 4 in the description.  If separated, both parents must complete the Need Access Application if item #32v has been completed by placing a 3 in the description. The first parent section should be filled out by the custodial parent.
  3. Don’t enter income for two parents - (father's at item #33,4f and mother's at item #33,4g) when a one-parent family has been indicated at item #32s (# 2 checked).
  4. Don’t combine both parents’ incomes on one line (#33,4f or # 33,4g). If both parents are working, you must list the father’s income on item #33,4f and the mother’s on item #33,4g.
  5. Don’t combine items #36b (home), 36f (other real estate) 36h (investments) #36j (business) and #36m (farm) with a bracket, and don’t list their value on a single line. These items are assessed differently in the Need Analysis. If you combine them on this form, you may be assessed incorrectly.
  6. Don’t put a mortgage or debt entry in spaces for items #36c and #36g to indicate a mortgage for two or more properties. Be sure to make only one entry for each answer space. Don't put two amounts in one area.
  7. List the year of purchase in item #36d and the purchase price of you parents’ home in item 36e, if you complete item #36b-c of Asset Information. List the actual purchase price. Don’t include the total mortgaged (including interest) amount.
  8. Complete the information in the “Parent Household” section of the application. List all members of the family listed on the income tax return. List all siblings who are not listed on the tax return but are attending college or graduate schools.

Separated parent data

If your parents are separated, you must provide parental information for both parents. The Need Access Application has added a feature to make this easier. Both parents may input data onto the application. Security has been provided to allow for privacy. Each parent must complete one section on Parent Data. The custodial parent should complete the first section and the other parent the Divorced and Separated Section. The information requested is identical and the most common errors should be reviewed in the same fashion. Only the numbers have changed.

  1. Don’t enter income for two parents - (father's at item #63f and mother's at item #63g) when a one-parent family has been indicated at item #62v.
  2. Don’t combine total wages for both parents on one line (#63f or # 63g). If both parents are working, you must list the actual amount for the father in item #63f and the actual amount for the mother in item #63g.
  3. Don’t combine items #66b (home), 66f (Other Real Estate) 66h (Investments) #66j (business) and #66m (farm) with a bracket, and do not list their value on a single line. These items are assessed differently in the Need Analysis. If you combine them on this form, you may be assessed incorrectly.
  4. Don’t put a mortgage or debt entry in spaces for items #66b through #66n to indicate a mortgage for two or more properties. Be sure to make only one entry for each answer space. Don't put two amounts in one area.
  5. DO list the year of purchase and purchase price of your parents' home in item #66d and 66e, if you complete item #66b-c of Asset information. List the actual purchase price. Don’t include the total mortgaged (including interest) amount.
  6. DO complete the information in the “Parent Household” Section of the Application. List all members of the family listed on the Income Tax return. Also list all siblings who are not listed on the tax return but are attending college or graduate schools.