Not all forms are required from all students. Please contact us if you are unsure what is needed.
Primary Applications:
- FAFSA be sure to select the tab for the correct academic year
- FAFSA Worksheet
- CSS International Student Financial Aid Profile
- not required from U.S. citizens/permanent residents
- Undocumented Students
- Illinois residents: Alternative Application for Illinois Financial Aid
- also for transgender students
- be sure to select the tab for the correct academic year
- Non-Illinois residents: 2022-2023 2023-2024
- Illinois residents: Alternative Application for Illinois Financial Aid
Documenting Income (options for tax filers):
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Use the IRS DRT (best/preferred method): In most cases when you filed a tax return, the IRS Data Retrieval Tool (included within the FAFSA) is the best method, following these steps. Note that you cannot use the DRT when...
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Provide a tax return transcript (TRT); for the 2023-2024 academic year, 2021 is required
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From the IRS Site choose "Request Online" for immediate access to a .pdf or "Request by Mail" to receive within two weeks. You may also request by phone, at 800-908-9946.
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- Non-filers (only) usually only need to provide a clear copy of all W-2s and/or 1099s for the year requested *
FERPA Permission
Enrolled students can give permission to parents, guardians, etc. to access bills, financial aid and/or academic records by completing this online form.
Loan Forms:
- Cancel, decline, decrease or increase an existing loan
- Cost of Attendance / Loan Supplement (when loan is needed for additional costs, 2022-23 academic year)
Satisfactory Academic Progress (“SAP”)
- Detailed information about this policy can be found here.
- SAP Appeal Form - for returning students who do not meet the satisfactory academic progress standards and wish to appeal.
Supplemental Forms:
- Special Circumstances Forms ( optional, used to report what is not collected on the FAFSA)
Verification Worksheets
2023-2024 Academic Year
Other:
- Documenting U.S. Citizenship: send a .pdf of your Certificate of Naturalization or signed U.S. passport to our office.
- Documenting Permanent Resident status: send a .pdf of your Permanent Resident Card to our office
Contact Financial Aid
Phone and Fax
847-735-5103
finaid@lakeforest.edu
Location
Patterson Lodge, 2nd Floor
Middle Campus, Map
Hours
Monday-Friday
8:30 a.m. - 5 p.m.
FINANCIAL AID STAFF
Jerry Cebrzynski
Associate Vice President for Financial Aid
847-735-5104
cebrzynski@lakeforest.edu
Mark Anderson
Associate Director
847-735-5010
anderson@lakeforest.edu
Adriana Rodriguez
Associate Director for Financial Aid Operations
VA Certifying Official
847-735-5015
rodriguez@lakeforest.edu
Si necesita hablar con alguien en español en la oficina de ayuda financiera, usted puede llamar a Adriana Rodriguez.