First-Year & Transfer Students

Steps to Apply

The first step to access your financial aid package is to submit your applications!

File the FAFSA™

For federal financial aid, you will need to complete the 2023-2024 FAFSA™ ( Wake Forest’s FAFSA School Code is: 002978) as early as October 1, 2022 but no later than:

  • November 15, 2022 (Early Decision)
  • January 1, 2023 (Early Decision II and Regular Decision)
  • March 15, 2023 (Transfer)
  • November 1, 2023 (Spring Transfer)

Use 2021 federal income tax return data to complete the FAFSA™. We strongly encourage using the IRS Data Retrieval Tool when completing the FAFSA™.

To inquire about the status of your FAFSA™, call the Federal Student Aid Information Center at 800.433.3243.

Note: If you are applying for only federal financial aid, please notify the Office of Student Financial Aid and do not complete Steps 2 and 3.

Complete the CSS Profile®.

For Wake Forest need-based scholarship funds, complete Step 1 and then complete the 2023-2024 CSS Profile® (Wake Forest’s CSS Code is: 5885) as early as October 1, 2022 but no later than:

  • November 15, 2022 (Early Decision)
  • January 1, 2023 (Early Decision II and Regular Decision)
  • March 15, 2023 (Transfer)
  • November 1, 2023 (Spring Transfer)

The CSS Profile® is free for families with income up to $100,000. Wake Forest does not provide individual fee waivers.

Parents should review CSS Profile Step-by-Step for Parents for instructions.

To inquire about the status of your CSS Profile®, call CSS at 844.202.0524.

If your parents are separated or divorced, both of your parents must complete separate CSS Profiles.  If either parent is remarried, information about the spouse’s income, assets, and dependents residing with the family must also be included. You and the parent with whom you have lived longer in the past twelve months should begin the process by completing a CSS 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 other parent and request that he or she also complete a CSS Profile®, and submit the required supporting documents (2021 income tax returns, including all schedules, W-2 wage statements, and any applicable S-Corporation or partnership returns). Your financial aid application cannot be processed until this information is received by CSS.

It is highly recommended that the student and the parent with whom the student has lived longer in the past twelve months be the first to complete a CSS Profile®.

Although the other parent can start the application at any time, the other parent will not be able to complete the application until the student selects a college that requires the CSS Profile® from both of the divorced or separated parents. The other parent will need to create a College Board account before providing the required information. To maintain confidentiality, the student and the parent with whom the student has lived longer will need to ensure that the other parent does not know the student’s College Board account password.

Submit All Documents in IDOC.

If applying for Wake Forest need-based scholarship funds through the CSS Profile®, a student and her/his parents and stepparents must submit copies of 2021 federal income tax forms (including all schedules, W-2 wage statements, partnership tax returns and schedules, and S-corporation tax returns and schedules to the College Board’s IDOC service. Submission to IDOC is required even when the IRS Data Retrieval Tool was used to complete or correct the FAFSA™. CSS Profile® applicants receive instructions for IDOC submission, after submitting the CSS Profile®.

After reviewing application materials, the Office of Student Financial Aid may determine that additional information is needed. If you receive a request for additional information, please respond promptly to avoid delaying your application.

Questions?

If you have any questions or concerns about how to apply for need-based aid, please reach out to us and one of our financial aid specialists will be happy to assist you!

Contact Info (Undergraduate)


For additional contact information, visit our Contact page.