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FAFSA Checklist: The Documents You Need for 2026-27
This FAFSA checklist can help you determine which documents you may need to complete the 2026-27 form.
Whitney Vandiver writes for NerdWallet, currently focusing on home services, and has been published in The Washington Post, the Los Angeles Times, The Seattle Times and The Independent. When she's not writing, she enjoys reading with a hot latte and spending time with her family. She is based in Houston.
Anna Helhoski is a senior writer covering economic news and trends in consumer finance at NerdWallet. She is an on-air contributor and producer of Money News segments for NerdWallet's Smart Money podcast. She is also an authority on student loans. She joined NerdWallet in 2014. Her work has been syndicated in news outlets nationwide including The Associated Press, The New York Times, The Washington Post, The Los Angeles Times and USA Today. She previously covered local news in the New York metro area for the Daily Voice and New York state politics for The Legislative Gazette. She holds a bachelor's degree in journalism from Purchase College, State University of New York.
Laura McMullen assigns and edits content related to personal loans and student loans. She previously edited money news content. Before then, Laura was a senior writer at NerdWallet and covered saving, making and budgeting money; she also contributed to the "Millennial Money" column for The Associated Press. Before joining NerdWallet in 2015, Laura worked for U.S. News & World Report, where she wrote and edited content related to careers, wellness and education and also contributed to the company's rankings projects. Before working at U.S. News & World Report, Laura interned at Vice Media and studied journalism, history and Arabic at Ohio University. Laura lives in Washington, D.C.
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All U.S. citizens and permanent residents are eligible for federal student aid, but they must fill out the Free Application for Federal Student Aid, or FAFSA, to qualify.
Which documents you'll need to fill out the FAFSA depend on several factors, including which school year you’re applying for and your family situation.
FAFSA checklist basics
Here are the documents you (and your parents or spouse) may need to fill out the 2026-27 FAFSA:
Social Security number and an email address, so you can create a StudentAid.gov account.
2024 tax returns.
Records of child support you received from your ex-spouse (if divorced).
Current balances of cash, savings and checking accounts.
Net worth of investments, businesses and farms.
Note that many schools and states set FAFSA deadlines a year or more earlier than the official FAFSA deadline. Most students can complete the FAFSA within 30 minutes, according to the Department of Education.
If you’re a dependent on someone’s taxes
If you’re a dependent on at least one of your parent’s taxes, you’ll need their information as well. What information you need to provide depends on your family situation.
If at least one parent claims you as a dependent on their taxes,how you include their information depends on if your parents are married or divorced. If your parents were never married, how you report their information depends on if they currently live together. Information for same-sex parents should be included in the same way that opposite-sex parents’ information is used.
If foster parents or legal guardians claim you as a dependenton their taxes, include their information as your parents when submitting your FAFSA.
🤓Nerdy Tip
If one or both of your parents are not U.S. citizens, you can still submit your FAFSA. If a parent doesn’t have a Social Security number, they can still create an account to submit their information. When they do, they aren’t asked about their citizenship status. If they haven’t paid taxes, they can enter income information without referring to a tax return.
If you can’t contact your parents
The FAFSA makes exceptions if you are in a situation where you are unable to provide your parents’ information. Situations that might qualify include your parents are in prison, you left home to escape an abusive environment or you’re estranged from your parents but haven’t been adopted.
If you think your situation qualifies as an unusual situation that keeps you from providing your parents’ information, you can indicate this on your FAFSA. You’ll answer “Yes” to the question “Do unusual circumstances prevent the student from contacting their parents or would contacting their parents pose a risk to the student?”
If you’re married and not separated from your spouse, you’ll need your spouse’s information as well. Your tax filing status determines how you use your spouse’s financial information, so check your previous year’s tax return to ensure you put their information in the right sections. If you and your spouse:
Filed taxes jointly, you’ll include your spouse’s information in your FAFSA but won’t include them as a contributor.
Filed taxes separately, you’ll include your spouse as a contributor and fill out a section for them.