COVID-19 precautions and policies are in place to ensure the health and safety of our campus community. Information can be found on our main COVID-19 page

Special Circumstance Forms

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).

Please complete any applicable form(s) only if your cost exceeds the minimum amount shown, or our office has suggested that you do so. Return them to the Office of Financial Aid. Many forms are "fillable .pdfs" which you can complete and sign online . 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.

Forms for the 2022-2023 Academic Year

  • Educational Expenses - your parent pays $2000+ for his/her education, or for a siblings (grades K-12 only) during 2022-2023 academic year
  • Educational Loans - parent borrower is currently repaying $2000+/year to his/her own loan, or a loan for expenses for a sibling who is no longer in college
  • Healthcare Expenses - Complete if your parent paid in 2021 or will pay in 2022 at least the following amounts: 2 in family: $4000;  3 - $4500;  4 - $5000;  5 - $5500;  6 - $6000;  7 - $6500
  • Income Change (parent) - a significant change vs. 2020
  • Income Change (student) - a significant change vs. 2020
  • Second Household Expenses - parents married, but currently living in different homes in different cities
  • Unusual Expenses - parent pays $2000+ in 2021 or 2022 for such things as dependent care, funeral costs, non-elective home repairs, legal fees, support of extended family, etc.

Forms for the 2021-2022 Academic Year

  • 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.

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

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
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.