For 2018-19 academic year
All returning students must reapply for need-based financial aid by completing the 2018-19 Renewal FAFSA and the 2018-19 CSS PROFILE between October 1, 2017 and February 1, 2018. Required 2016 tax documentation must be submitted by February 1, 2018 to College Board’s IDOC service. Wake Forest makes every effort to maintain the same level of financial assistance throughout all four years as long as the family’s financial situation remains relatively unchanged. Please be aware, however, that significant changes in a family’s financial circumstances will result in an adjustment of a student’s award. (If you are only applying for federal financial aid funds, then you do not have to complete the CSS Profile.) Applicants who submit materials by February 1 receive funding priority and notification via email by early June, after spring semester grades have been recorded.
To inquire about the status of your FAFSA, you may call the Federal Student Aid Information Center at 800.433.3243.
To inquire about the status of your Profile you may call CSS at 305.420.3670.
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 transfer their tax return information directly to the FAFSA. Using IRS Data Retrieval will prevent your having to request an IRS Tax Transcript, to satisfy Federal Verification requirements.
Important Note: You will need to create a federal ID. Follow the instructions outlined in this document to create your ID: Federal ID Procedures
To apply for Wake Forest grant and scholarship assistance, all students, parents, and stepparents must submit copies of official 2016 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.)
Tax documents must be submitted to the College Scholarship Service (CSS) of The College Board via electronic upload or regular mail. You will receive instructions after you have completed the PROFILE application online.