First-Year and Transfer

How to Apply: 2020-2021 Academic Year*

Step 1:

To apply for federal financial aid, complete the 2020-2021 Free Application for Federal Student Aid (using Wake Forest’s Federal Title IV Code: 002978) between October 1, 2019 and November 15, 2019 for Early Decision, or between October 1, 2019 and January 1, 2020 for Regular Decision and Early Decision II.  It is important that you use your official 2018 tax return to complete the FAFSA.

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.  We strongly encourage you to take advantage of the IRS Data Retrieval Tool when you complete the FAFSA.

Important Note:  You will need to create a federal ID.  Follow the instructions outlined in this document to create your ID:Federal ID Procedures (PDF)

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

Step 2:

If you are applying for Wake Forest need-based scholarship funds, complete the 2020-21 CSS/PROFILE(using Wake Forest’s CSS Code: 5885) between October 1, 2019 and November 15, 2019 for Early Decision, or between October 1, 2019 and January 1, 2020 for Regular Decision and Early Decision II.  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.  However, the FAFSA is required in addition to the CSS Profile, if you are applying for Wake Forest need-based scholarship funds.)

To inquire about the status of your Profile, you may 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 (2018 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.

Students who cannot afford to pay the CSS Profile application fee may be eligible for a fee waiver from the College Scholarship Service.  For more detailed information, visit CSS/PROFILE Fee Waiver FAQ.  Wake Forest does not provide individual fee waivers.

Step 3:

All students, parents, and stepparents must submit (via electronic upload or a mailed packet of paper) copies of official 2018 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. (This is required, even if you use IRS Data Retrieval to complete or correct the FAFSA.)

If your parents did not file income taxes, they are required to submit the Parent(s) Non-Tax Filer Certification (PDF).

Tax documents should be submitted to the College Scholarship Service (CSS) of The College Board by November 15, 2019 for Early Decision, or by January 1, 2020 for Regular Decision and Early Decision II.  You will receive instructions after you have completed the CSS PROFILE application online.

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.  Please return all additional information directly to Student Financial Aid.

*Special Note for Transfer Applicants:  If you are applying for financial aid for Spring 2020, as a new transfer student entering in January 2020, then you must send Wake Forest your 2019-20 FAFSA and CSS Profile, as well as your family’s 2017 federal tax documents by November 1, 2019. 

If you are applying as a transfer student for financial aid for 2020-21, then you should follow the three steps outlined above, with a deadline of March 15, 2020.