Transfer Students Financial Aid at Colgate University Skip Navigation

Transfer Students

Colgate offers need-based financial aid and does not offer academic merit aid.

Colgate grant assistance is awarded for full-time study and is limited to a maximum of eight terms of enrollment for students who matriculate as first-year students, regardless of whether or not they are an aid recipient in any given term. Courses transferred to complete Colgate degree requirements will reduce this eligibility.  

Because Colgate notifies students of its admission and financial aid decisions at the same time, institutional aid is provided only to students who apply for assistance before an admission decision is made; and aid applicants can be considered for admission only when both their admission and aid applications are complete. Therefore, if you are applying for financial aid it is important to send all of the required financial aid application materials by the appropriate deadlines, noted below. Colgate cannot guarantee that an otherwise-qualified applicant will receive financial aid if the deadlines are not met.

Fall Transfer

Transfer students applying to enter Colgate for the fall term and anticipating a need for assistance with educational costs must apply for aid by March 15 of the calendar year of intended enrollment.

Spring Transfer

Mid-year transfer students must submit their application materials by November 1 of the academic year of intended enrollment.

Application Requirements

Prior to Admission

CSS PROFILE Application
The CSS PROFILE is a universal application widely used by many private colleges. Consult the PROFILE instructions for the necessary fees, and be sure you are selecting the correct school year for which you will be enrolling. When asked, you should list Colgate, code 2086, on the PROFILE so we will be able to receive your application. 

Noncustodial PROFILE (if applicable)
Information must be provided by each living biological or adoptive parent. If your biological or adoptive parents are divorced, separated, or were never married to each other, then the custodial parent completes the PROFILE, and the noncustodial parent completes the Noncustodial PROFILE.  The Noncustodial PROFILE process begins after completion of the custodial parent's PROFILE.  Filing instructions will be provided by CSS electronically.



After Payment of the Enrollment Deposit

Although initial financial aid application requirements are the same for students of all nationalities (see "Prior to Admission," above), post-enrollment requirements are based upon a student's citizenship, as noted below:

United States Citizens and Eligible Noncitizens *

Free Application for Federal Student Aid (FAFSA)
The FAFSA can be completed online.  Be sure to select the correct FAFSA application for your year of intended enrollment.  To complete the FAFSA you will need to have a U.S. Department of Education PIN (personal identification number). The federal PIN will serve as your electronic signature.  At least one parent must apply for a PIN.  If you do not have a PIN or have forgotten it, you may order a new one by visiting http://www.pin.ed.gov/.  Colgate's code for the FAFSA is 002701.

Income Tax Returns/W-2 Statements
If you are awarded financial aid and you enroll at Colgate University, you will be asked at a later date to submit tax returns and other forms to the College Board IDOC service.  Please do not send tax returns until you are specifically requested to do so.  The required forms are:
  • A complete, signed copy of the parents' most recent Federal Income Tax Return, including all schedules and W-2 forms; OR, if applicable, a Parent Non-Tax Filer's Statement, a link for which can be found on the IDOC site.
  • If applicable, a complete, signed copy of the noncustodial parent's most recent Federal Income Tax Return, including all schedules and W-2 forms; OR, if applicable, a Parent Non-Tax Filer's Statement, a link for which can be found on the IDOC site.
  • A complete, signed copy of the student’s most recent Federal Income Tax Return, including all schedules and W-2 forms; OR, if applicable, a Student Non-Tax Filer's Statement, a link for which can be found on the IDOC site.

International (Non-Canadian) Citizens

Documentation of Resources
In preparation for submission of an I-20 form (part of your visa application), you will be required to submit -- sometime after payment of your enrollment deposit -- documentation that you have sufficient resources to meet those educational expenses not covered by financial aid.

International students not applying, or not eligible, for financial aid will also be required to submit documentation of their resources in order that Colgate can prepare the I-20 form.  Such students will be contacted about this requirement after payment of the enrollment deposit.

Non-Canadian International students who do not receive Colgate aid during their first year at Colgate will not be eligible for aid in subsequent years.

Canadian Citizens

Income Tax Returns
If you are awarded financial aid and you enroll at Colgate University, you will be asked at a later date to submit tax returns and other forms to the College Board IDOC service.  Please do not send tax returns until you are specifically requested to do so.  The required forms are:
  • A complete, signed copy of the parents' most recent Candian income tax return; OR, if applicable, a Parent Non-Tax Filer's Statement, a link for which can be found on the IDOC site.
  • If applicable, a complete, signed copy of the noncustodial parent's most recent Canadian income tax return; OR, if applicable, a Parent Non-Tax Filer's Statement, a link for which can be found on the IDOC site.
  • A complete, signed copy of the student’s most recent Canadian income tax return; OR, if applicable, a Student Non-Tax Filer's Statement, a link for which can be found on the IDOC site.
Documentation of Resources
In preparation for submission of an I-20 form (part of your visa application), you will be required to submit -- sometime after payment of your enrollment deposit -- documentation that you have sufficient resources to meet those educational expenses not covered by financial aid.

Canadian citizens not applying, or not eligible, for financial aid will also be required to submit documentation of their resources in order that Colgate can prepare the I-20 form.  Such students will be contacted about this requirement after payment of the enrollment deposit.

Visiting Students

Visiting students are not eligible for financial aid from Colgate and should continue to receive their home institution's financial aid when appropriate.


Providing false information in order to obtain financial aid will result in the cancellation of any aid.

*Generally, you are an eligible noncitizen if you fall into one of the categories noted here.  If you are neither a citizen nor an eligible noncitizen, you will likely apply as either a Canadian Citizen or a International (Non-Canadian) Citizen, as appropriate.