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Student Finance

Academic Success

Applying for Aid

  • Step 1 : Complete the Free Application for Federal Student Aid (FAFSA)

    The Free Application for Federal Student Aid (FAFSA) is the primary financial aid application. It must be completed by students interested in applying for federal aid (Stafford and Graduate PLUS loans) and those interested in applying for institutional aid.

    In order to complete the FAFSA, a student must:

    1. Have a Federal Student Aid (FSA) ID and password to log in
      • If you have never completed the FAFSA before, you must create a FSA ID and password on the Federal Student Aid website.
      • If you forgot your ID or password you can reset either one by going to the FSA website and clicking on the Edit My FSA ID tab.
    2. Have a valid Social Security Number (SSN) or Alien Registration Number (if you are not a U.S. citizen)
    3. Bank statements and records of investments (if applicable)
    4. Records of untaxed income (if applicable)
    5. Utilize the IRS Data Retrieval Tool
      • In the finances section of the FAFSA, you will see a "Link to IRS" button if you are eligible to use the IRS DRT.
        • If you are not eligible to use the IRS DRT, please follow the Step 3 – Students section below.
      • Click the "Link to IRS" button and log in to the IRS to retrieve your tax return information.
      • Review your tax return information, and see the tax data that will be transferred into your FAFSA.
      • Check the "Transfer My Tax Information into the FAFSA" box, and click the "Transfer Now" button.
      • Review your federal tax return information that has been transferred into the data fields on your FAFSA.
      • For more information on the IRS Data Retrieval Tool, please visit IRS DRT Student Aid website
    6. Complete the FAFSA with both your 2015 income and asset information and your parents' information.  This is required for all students that would like to be considered for institutional scholarships and loans.
      • If you only want to be considered for federal student loans, you do not need to submit the FAFSA with your parents' information.'
      • If you are 29 or older, or if you are married, please contact the Office of Student Finance as you may not need to submit parent information.
  • Step 2 : Complete the Supplemental Data Questionnaire

    The Supplemental Data Questionnaire is required for all students who wish to receive institutional scholarships or loans.  Students who only wish to receive federal student loans do not need to complete the questionnaire.

    New/Prospective Students

    • The questionnaire will be emailed to all prospective students who express interest in receiving a scholarship or institutional loan at the School of Medicine.

    Continuing Students

    • The questionnaire will be made available on your Hofstra Portal account (provide link with instructions on how to find the questionnaire)
  • Step 3: Submit Supplemental Documents


    • Please submit your 2015 Tax Transcript by visiting the IRS website.
      • For more information about requesting the tax transcript, please visit the IRS's Tax Transcript FAQ website.
      • Please note that a tax transcript is not the same as a tax return.


    1. If you filed a 2015 tax return but are unable to use the IRS Data Retrieval Tool when completing the FAFSA application for any of the below reasons, please contact the Office of Student Finance.
      • You are married, and either you or your spouse filed as Married Filing Separately.
      • You are married, and either you or your spouse filed as Head of Household.
      • You filed a Form 1040 amended tax return. Remember, the Form 1040 is used to correct your original tax return.
      • You filed a Puerto Rican or foreign tax return.

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