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Special Circumstance Forms

Admissions / Financial Aid / Financial Aid for New Students / Financial Aid "Special Circumstances" Form

If you feel the FAFSA (federal application) does not provide an accurate or complete picture of your family’s financial situation, the forms on this page may help to explain and document your personal, special circumstance(s).

Forms for the 2021-2022 Academic Year

Please complete any applicable form(s) only if your cost exceeds the minimum amount shown. Return them to the Office of Financial Aid. If possible, save as a .pdf and send by email. You may also fax or send by mail to the number/address at the bottom of the form.

  • Educational Expenses - your parent pays $2000+ for his/her education, or for a siblings (grades K-12 only) during 2021-2022 academic year
  • Educational Loans - parent borrower now repaying $2000+/year to his/her own loan, or a loan for expenses for a sibling who is no longer in college
  • Healthcare Expenses - parent pays $3000+ in 2019, 2020, or expected 2021 not paid with “pre-tax” dollars
  • Income Change (parent) - a significant change vs. 2019
  • Income Change (student) - a significant change vs. 2019
  • Second Household Expenses - parents married, but living in different homes in different cities
  • Unusual Expenses - parent pays $2000+ in 2019 or 2020 for such things as dependent care, funeral costs, non-elective home repairs, legal fees, support of extended family, etc.


Options for documenting your 2019 income:

  • Use the IRS DRT (preferred): 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...  

  • Provide a signed copy of your 2019 federal income tax return (1040).

  • Provide a tax return transcript (TRT) for 2019.  From the IRS Site choose "Request Online" to gain immediate access to a .pdf or choose "Request by Mail" to receive within two weeks. You may also request by phone, at 800-908-9946.

Forms for the 2020-2021 Academic Year

Please complete any applicable form(s) only if your cost exceeds the minimum amount shown. Return them to the Office of Financial Aid. If possible, save as a .pdf and send by email. You may also fax or send by mail to the number/address at the bottom of the form.

  • Educational Expenses - your parent pays $2000+ for his/her education, or for a siblings (grades K-12 only) during 2021-2022 academic year
  • Educational Loans - parent borrower now repaying $2000+/year to his/her own loan, or a loan for expenses for a sibling who is no longer in college
  • Healthcare Expenses - parent pays $3000+ in 2019, 2020, or expected 2021 not paid with “pre-tax” dollars
  • Income Change (parent) - a significant change vs. 2019
  • Income Change (student) - a significant change vs. 2019
  • Second Household Expenses - parents married, but living in different homes in different cities
  • Unusual Expenses - parent pays $2000+ in 2019 or 2020 for such things as dependent care, funeral costs, non-elective home repairs, legal fees, support of extended family, etc.

Admissions

Contact

Jerry Cebrzynski
Associate Vice-President for Financial Aid
cebrzynski@lakeforest.edu
 847-735-5104

Mark Anderson
Associate Director 
 847-735-5010
anderson@lakeforest.edu

Adriana Rodriguez
Assistant Director and Coordinator of Loans and Scholarships
 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 al 847-735-5015.

If you are experiencing any hardship whatsoever, especially during this unsettling time of COVID-19, please let us know. We will help as much as we can!

Scan & e-mail, fax, or mail completed forms to:

Office of Financial Aid
Lake Forest College
555 N Sheridan Rd
Lake Forest, IL  60045-2338
E-mail: finaid@lakeforest.edu
Fax: 847-735-5103