Financial Aid Forms
We do not require all students to complete all forms. Please contact us if you are unsure of whether or not you are completing the correct form.
Most forms on this page are for the 2012-2013 academic year. Take care to complete the form for the correct year.
Part I. Applications
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FAFSA on the Web
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FAFSA Tips (please review first)
- 2012-2013 FAFSA Worksheet
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The LFAFA (Lake Forest Application for Financial Aid)
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International Student Financial Aid PROFILE
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Pay $20 Financial Aid Fee (returning students only)
Part II. Special Circumstances Forms, for 2012-2013
- Educational Expense
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- report siblings’ 2012-13 tuition costs, grades K-12
- report parent’s 2012-13 college tuition costs
- minimum $2000 required
- Educational Loan in Repayment
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- report loans borrowed by and repaid by the custodial parent
- Healthcare Expense
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- report expenses allowed by the IRS as “itemized deductions” except that it does not need to exceed 7.5% of AGI
- report expenses paid in 2011 or expected to be paid in 2012
- minimum of $3000 in one year, based on size of family
- Income Change
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- report changes due to death, decrease in pay, divorce, legal separation, loss of a benefit, loss of job, one-time income, etc.
- minimum decrease of 20% in 2012 vs. 2011 income
- click this link if we consider you an independent student
- Non-Custodial Parent Form
- Second Household Form
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- report costs of maintaining a second home, due to job location
- Unusual Expense
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- report expenses paid in 2011 or expected to be paid in 2012
- report dependent care, funeral costs, non-elective home repairs, legal fees, support of extended family, unreimbursed business expenses, etc
- minimum $2000 required
Part III. Follow-Up Documents
- Information regarding the new IRS Data Retrieval Tool
- IRS Tax Return Transcript Request Form, 2011 tax year (use this method to have it sent directly to Lake Forest)
- IRS Tax Return Transcript website (use this method to have it sent directly to you)
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- in most cases, new federal verification regulations require that this be used, not a photocopy of your tax return
- Verification Worksheets
Part IV. Informational
- Financial Aid Announcement Guide, 2012-2013 - revised 02/12 this document provides all responsibilities associated with receiving scholarships, grants, loans and work-study
- Financial Aid at Lake Forest, a summary for prospective students
Part V. Loans (currently for 2011-2012)
- Descriptions of and links to all loan programs
- Federal Parent PLUS Loan application - step 1 of 2
- Loan Supplement - on appeal only, use this form to report other costs to our office, which may allow you to obtain a larger loan.
- Modify an Existing Loan - complete this form if you wish to change the type or amount of your Federal Perkins, Stafford or Parent PLUS
Part VI. Work-Study (currently for 2011-2012)
- Application - required of students offered “work-study ” (on latest Financial Aid Announcement) for the first time
- Payroll Issues - access limited to enrolled students, login required
