Academic Year Aid

Below are the financial aid application requirements for current undergraduates applying for or renewing financial aid for 2018–2019.

Financial Aid Process

Application instructions were emailed to you during the fall semester—make sure your parents/family members are aware of these requirements. Check FAOnline and the “Required Documents” screen for the most up-to-date version of your requirements. All required documents are listed as “Not Received.”

We may request additional items once we begin reviewing your application. We will email any subsequent requests to your University email address. You’ll receive multiple emails that remind you of your requirements in the weeks leading up to the application deadline.

It’s important to meet the deadlines listed below and to respond promptly to all additional requests for information. You are not guaranteed full consideration for University grant assistance and may have your institutional grant assistance reduced due to limited funding if your application is late. Contact your financial aid counselor if you have concerns about your ability to complete your application by the deadline.

Deadline What We Need
December Application instructions will be emailed to you.
March 15, 12:00 am ET Submit the FAFSA. Our school code is 002894. The FAFSA is used to help determine your eligibility for all federal aid programs. The FAFSA will be available on October 1, 2017 for the 2018–19 academic year.

March 15, 12:00 am ET Submit the CSS Profile. Our school code is 2928. The CSS Profile helps to determine your eligibility for institutional need-based grants. The Profile will be available on October 1, 2017 for the 2018–19 academic year.


You may not be required to submit this; check FAOnline to see what’s required of you.

March 15, 12:00 am ET Submit IDOC. IDOC collects additional documentation for the College Board, including institutional forms and relevant tax information. You will be notified by email if you are required to submit documents to IDOC.


You may not be required to submit this; check FAOnline to see what’s required of you.

Additional details on our application requirements:

The Rochester filing code is 002894. The FAFSA is used to help determine your eligibility for all federal aid programs.

There is a useful tool on the FAFSA called IRS Data Retrieval, which simplifies the application process for you. Follow the instructions on the FAFSA to take advantage of this option. You can also review our helpful video on updating your FAFSA using this option. We strongly encourage you to take advantage of this option when submitting your FAFSA.

The Rochester filing code is 2928. The CSS Profile helps to determine your eligibility for institutional need-based grants. The Profile will be available on October 1, 2017 for the 2018–19 academic year.

Not all students are required to complete the CSS Profile. Our office will email you your requirements in October, but you can always log in to your account and review the “Required Documents” screen in the 2018–2019 award year. If you do need to complete the CSS Profile, visit the College Board

In situations where the biological parents are separated, divorced, or were never married, the CSS Profile must be submitted by both parents to help determine eligibility for need-based University funding.

Complete this requirement as instructed during the CSS Profile submission process. 

In addition to the FAFSA and the CSS Profile, some students may be required to provide additional documentation to the College Board’s Service, including institutional forms and relevant tax information.

To determine if you are required to complete IDOC process, log in to FAOnline and review the “Required Documents” screen in the 2018–19 award year. Students required to send their application to IDOC will be emailed by the Financial Aid Office and the College Board prior to the March 15 deadline.

To ensure that you receive IDOC correspondence, please add collegeboard.org, collegeboard.com, and student-1.com domains to the safe senders list on your email system.

If you have questions regarding IDOC process, visit IDOC’s Frequently Asked Questions section on the College Board. You can also check out their IDOC Tutorial or call them at 1 (866) 897-9881. If you have further questions about IDOC process at Rochester, feel free to contact your financial aid counselor.

Summer Aid

Summer Aid for Undergraduates

Loans are the primary type of aid available to help pay for summer classes. Students can choose to borrow either a federal loan or a private student loan, while a parent may borrow a federal Parent PLUS loan.

To be eligible for a federal student or parent loan, you must:

  • Be enrolled for at least 6 credit hours over the course of the summer.
  • Have completed all application requirements to be considered for federal aid.
  • Be enrolled in a degree-seeking program.

You must not have used your full federal loan eligibility during the academic year and you must have eligibility still available in order to use a federal student loan. For example, juniors are eligible to receive a maximum of $7,500 between their subsidized and unsubsidized federal loans during the fall and spring semesters. If they only use $5,500 during the academic year, they will still have $2,000 in federal loan eligibility that they could use during the summer semester.

All undergraduate students who need to apply for aid for the summer session, whether it’s a federal loan or a private loan, must submit an online application by logging into their FAOnline account and clicking on the Summer Aid Application tab. The form becomes available to undergraduates on February 13 each academic year.

In addition to the Summer Aid Application, students who wish to use a federal student loan or a Parent PLUS loan to help pay for their summer courses must have already submitted a FAFSA for the current academic year. The FAFSA is not required for students who will use a private student loan.

Parents can apply for the Parent PLUS loan. It is recommended that parents applying for the loan wait until after April 1. Credit checks done for PLUS loans are only good for 90 days; once the 90 days have passed, a new application will need to be submitted.

Undergraduates are not able to apply for summer aid until February 13. Applications are usually reviewed by the end of February, with award notifications sent to students via email.

Applications for the federal Parent PLUS loan and private student loans should not be submitted earlier than 90 days before the start of classes. Credit checks done for PLUS loans and most private loans are only good for 90 days; once the 90 days have passed, a new application will need to be submitted.

Keep in mind that applications with private loan lenders can take up to three to four weeks’ processing time before the loan funding is actually sent to the University. Processing time for federal student loans and the Parent PLUS loan is normally two weeks, depending on when the application is submitted and when all loan requirements have been completed.


Summer Study Abroad Programs

Students do have the option of studying abroad during the summer. Offices like Modern Languages and Cultures and the Center for Study Abroad have information available on the various programs that are offered for summer study. In addition to the federal loans and private loans that students may use to help pay for these programs, individual departments also have funding available to help cover costs. It’s a good idea to touch base with the department offering the program to find out what is involved in applying for these grants and scholarships.


Non-UR Summer Programs

Students occasionally study through non-UR programs offered by other institutions. After working with the Center for Academic Support to confirm that credits will be accepted toward their degree, we recommend students schedule an appointment to discuss funding options.

A Consortium/Contractual Agreement is required when a student participates in a program or attends courses at another institution, but will remain a matriculated student at Rochester, receiving financial assistance. University scholarship/grant assistance cannot be used for courses at another institution, but students may have eligibility to receive federal or private loans to help with their costs.

To be eligible to use a federal student or parent loan for a non-UR program, you must:

  • Be enrolled for at least 6 credit hours over the course of the summer.
  • Have completed all application requirements to be considered for federal aid.
  • Be enrolled in a degree-seeking program (credits must transfer toward Rochester degree).
  • Complete a Consortium/Contractual Agreement between the host institution and Rochester (this includes summer programs abroad).

Students should email us with their financial aid counselor to discuss their options and to receive the Consortium/Contractual Agreement document. The form requires information and signatures from several offices at Rochester as well as the host institution, so we recommend that you start the paperwork as soon after April 1 as possible. Institutions must be eligible to receive Title IV funding in order to enter into a Consortium/Contractual Agreement with Rochester.