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Other Forms

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
    • 2022-2023  
    • 2023-2024     
    • not required from U.S. citizens/permanent residents
  • Undocumented Students
    • Illinois residents:    
      • also for transgender students
      • be sure to select the tab for the correct academic year
    • Non-Illinois residents:    2022-2023      2023-2024       

    Documenting Income (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, .  Note that    

    • Provide a  tax return transcript (TRT);  for the 2023-2024 academic year, 2021 is required

      • From the   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 *


    FERPA Permission

    Enrolled students can give permission to parents, guardians, etc. to access bills, financial aid and/or academic records by completing this .

    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

    2023-2024 Academic Year

    Other:

    • Documenting U.S. Citizenship: send a .pdf of your or signed U.S. passport to our office.
    • Documenting Permanent Resident status: send a .pdf of your 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.