FAFSA & TAP Application Guide

• Student FSAID - username & password
• Social Security Card
• Alien Registration Number - If Non-US Citizen
• NYS Driver's License or Permit - if applicable 
• *Financial Data for two years prior will be required:
  • Examples: 2021-2022 FAFSA & TAP: 2019 tax data
                      2022-2023 FAFSA & TAP: 2020 tax data
                      2023-2024 FAFSA & TAP: 2021 tax data
• W2's - if student or spouse worked in the prior-prior year
• Prior-prior year Federal Tax Return (1040)
• Prior-prior year New York State Tax Return (IT-201)
• Prior-prior year untaxed income records - if applicable

*If the student is married, tax documents listed above are required for student and spouse even if the student was not married in the prior-prior year. 

Dependent students (under age 24) must provide parental information. Students under 24 who are unable to provide parental information should stop by the Financial Aid Service Center or call Student Central at 315-498-2000.

• Parent FSAID - username & password (only one parent needs an FSAID)
• Social Security Cards
• NYS Driver's license or NYS ID - if applicable (needed for TAP application)
• *Financial Data for two years prior will be required:
  • Examples: 2021-2022 FAFSA & TAP: 2019 tax data
                      2022-2023 FAFSA & TAP: 2020 tax data
                      2023-2024 FAFSA & TAP: 2021 tax data
• W2's - if student or spouse worked in the prior-prior year
• Prior-prior year Federal Tax Return (1040)
• Prior-prior year New York State Tax Return (IT-201)
• Prior-prior year untaxed income records - if applicable

*If parent(s) are married, tax documents listed above are required for both (if applicable) even if parent(s) were not married in the prior-prior year. 

In order to fill out the FAFSA, you have to create a Federal Student Aid ID. This username-password combo will allow you to fill out the form online and access information about your financial aid for years to come, including looking up any student loans you must repay after graduation. If you are a dependent student (under 24 years of age) your parent will need their own FSAID. 

• Go to studentaid.gov
• Select Create an FSAID and follow the prompts
  • It's important to provide your name, date of birth, and social security number as it appears on your social security card.
  • Make sure you have access to the email and phone number you provide. You will receive six-digit security codes to verify the accounts at the end.
  • Please ensure you save your username, password, and the answers to your security questions. Keep this information somewhere safe, as it is associated with your social security number. 
• Once you create your FSAID, go to studentaid.gov and log into the FAFSA.

If you have an FSAID already and need to retrieve your info, use the links under Manage My FSAID "Forgot my username" and "Forgot my password." If you need help resetting your FSAID, call Federal Student Aid at 1-800-433-3243.

• IRS Data Retrieval Tool (DRT): Once you reach the tax filing section for the parent(s), use the DRT if prompted. The DRT will allow parent tax info to link to your FAFSA.
  • You will need the parent FSAID & page 1 of the parent 1040 federal return to locate the address; it will need to be typed in exactly as it appears on the return.
  • Use federal 1040 IRS tax return to answer questions if you are unable to use the DRT.
• If your parent(s) worked, but were not required to file taxes, put the amount of wages earned when prompted. Use parent(s)' W2s.
• If your parent(s) did not work in 2019, put $0 and make sure you do not leave any question blank.

You will be asked if you want to skip questions, say NO. Answer all questions.

If you are married, tax documents are required for you and your spouse even if you were not married in 2019.

• IRS Data Retrieval Tool (DRT): If you (student) filed taxes in 2019, use the IRS Data Retrieval Tool.
• If you worked, but were not required to file taxes, put the amount of wages earned when prompted. Use your 2019 W2s.
• If you did not work in 2019, put $0 and make sure you do not leave any question blank.

You will be asked if you want to skip questions, say NO. Answer all questions. 

• Make sure you confirm parent information such as: current marital status, last name(s), social security numbers, and tax filing information.
• Use parents; NYS IT-201 Tax Return from two years prior Examples: 2021-2022 FAFSA & TAP: 2019 tax data 2022-2023 FAFSA & TAP: 2020 tax data 2023-2024 FAFSA & TAP: 2021 tax data.
• For this application, you will be asked to provide your parent(s) e-signature. Please use their NYS driver's license or NYS ID to enter the requested information.

• Use your NYS IT-201 Tax Return from two years prior Examples: 2021-2022 FAFSA & TAP: 2019 tax data 2022-2023 FAFSA & TAP: 2020 tax data 2023-2024 FAFSA & TAP: 2021 tax data.
• Make sure you confirm your financial and tax-filing information.
• If married, please provide spouse's last name and SSN when prompted.