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

Other Forms

Not all forms are required from all students. Please contact us if you are unsure what is needed.

Primary Applications:

Documenting Income (three options for tax filers):

  • 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...  

  • Provide a signed copy of your federal income tax return (1040) for the year requested *

  • Provide a  tax return transcript (TRT) for the year requested *

    • 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.

  • Non-filers (only) usually only need to provide a clear copy of all  W-2s and/or 1099s for  the year requested *
  •   For the 2021-22 academic year, 2019 is required;  for the 2022-23 academic year, 2020 is required

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:

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.

Spike Prize application

Supplemental Forms:

Verification Worksheets

2022-2023 Academic Year

2021-2022 Academic Year

Other:

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.