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First-year and Freshman Transfer

How to Apply / 2014-15

Step 1:

To apply for federal financial aid, complete the 2014-2015 Free Application for Federal Student Aid (using Wake Forest’s Federal Title IV Code: 002978) between January 1 and February 15. We recommend that you complete your 2013 taxes before completing the FAFSA. If you have not yet completed your return, you can use estimated tax information to submit your FAFSA now, and then correct that information after you file your tax return.

The easiest way to complete or correct your FAFSA with accurate tax information is by using the online IRS Data Retrieval Tool found at fafsa.ed.gov. Most tax filers will be able view their tax return information and transfer it directly to the FAFSA. Using IRS Data Retrieval will prevent your having to request an IRS Tax Transcript, to satisfy Federal Verification requirements.

All students and parents are encouraged to sign up for a PIN in advance of filing the FAFSA. A PIN allows you to sign your application electronically, view and make corrections to your application on-line, and sign a master promissory note electronically.

The National Association of Student Financial Aid Administrators offers a guide: Mistakes to Avoid When Applying for Student Aid.

To inquire about the status of your FAFSA, you may call the Federal Student Aid Information Center at 800-433-3243.

Step 2:

To apply for Wake Forest need-based scholarship funds, complete the CSS/PROFILE for 2014-2015 (using Wake Forest’s CSS Code: 5885) between October 1 and February 15. Complete the application on-line by clicking on the link above.  (If you are only applying for federal financial aid funds, then you do not have to complete the CSS Profile.)

To inquire about the status of your Profile, you may call CSS at 305-829-9793.

If your parents are separated or divorced, you and the parent with whom you live (the “custodial” parent) must complete the CSS PROFILE. Your other parent (the “noncustodial” parent) must complete the CSS Noncustodial PROFILE. If you indicate on the CSS registration form that your parents are separated or divorced, an e-mail from CSS will automatically be sent to you. You should forward this e-mail to your noncustodial parent and request that he or she complete the Noncustodial Profile online, and submit the required supporting documents (2013 income tax returns, including all schedules, W-2 wage statements, and any applicable S-Corporation or partnership returns). You may also give CSS your noncustodial parent’s e-mail address, and CSS will notify your parent directly of the Noncustodial Profile requirement. Your financial aid application cannot be processed until this information is received by CSS. If either parent is remarried, information about the spouse’s income, assets, and dependents residing with the family must also be included.

Step 3:

All students, parents, and stepparents must submit signed official copies of federal income tax forms (including all schedules, W-2 wage statements, partnership tax returns and schedules, and S-corporation tax returns and schedules. (This is required, even if you use IRS Data Retrieval to complete or correct the FAFSA.)

Noncustodial parents (and their spouses, if applicable) are also required to submit copies of all applicable tax forms. If your parents did not file income taxes, they are required to submit the Parent(s) Non-Tax Filer Certification.

Tax documents should be submitted to the College Scholarship Service (CSS) of The College Board by March 1. You will receive instructions after you have completed the PROFILE application online. Always attach the IDOC cover sheet sent to you by CSS.

After reviewing application materials, the Office of Student Financial Aid may determine that additional information is needed. The office will contact you to request any additional documentation needed to process your aid application. If you receive a request for additional information, respond promptly to avoid delaying your application.

If you need to submit any documents directly to Wake Forest, please send them to the following address:

Office of Student Financial Aid
PO Box 7246
Winston-Salem, NC 27109-7246

For overnight deliveries, our street address is:

Office of Student Financial Aid
Reynolda Hall, Room 4
1834 Wake Forest Road
Winston-Salem, NC 27106