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2013-2014 UPPERCLASSFINANCIAL AID CHECKLIST1
Complete the 2013-2014
CSS/Financial Aid PROFILE®
Complete online athttps://profleonline.collegeboard.com
(School code: 2365)
Complete the 2013-2014 Free Application
or Federal Student Aid (FAFSA) Complete online at www.asa.ed.gov
(School code: 003289)
Complete and submit the 2013-2014
Lehigh University Application or
Financial Aid Application can be downloaded at
www.lehigh.edu/fnancialaid
Submit parent(s’) 2012 ederal
income tax return
Provide a copy o parent(s’) 2012 ederal income tax return along with all accompanying schedulesand W-2 orms.Families who fle an extension with the IRS should
submit a copy o their extension request, along withdrat taxes and W-2 orms, to be ollowed by the
completed tax return when available.
Submit student’s 2012 ederal
income tax return Provide a copy o 2012 ederal income tax return alongwith all accompanying schedules and W-2 orms.I student is not required to fle a 2012 ederal income
tax return, plese indicate this in Section C o the Lehigh
University Application or Financial Aid.
Complete and submit the 2013-2014
business/arm supplement (if applicable )Complete and submit this orm along with copieso the business tax returns (Schedule C, corporate tax returns, partnership tax returns and K1) i either parent is sel-employed or an owner (part or ull)
o a corporation/partnership.
Complete and submit the 2013-2014
non-custodial parent’s statement and
income inormation (if applicable )
Complete and submit i biological parents are notmarried and custodial parent is not remarried.Please complete online www.lehigh.edu/~inao/
current/apply/orms.html. Provide copy o non-custodialparent’s 2012 ederal income tax return with all ac-companying W-2 orms and schedules. I non-custodialparent is sel-employed or owner (part or ull) o acorporation/partnership, complete and submit 2013-2014 business/arm supplement orm and submit2012 corporate/partnership tax return.
IRS Data Retrieval or FAFSA on the Web I your application is selected or ederal verifcation,you will be required to use the IRS Data Retrieval Tool* to import your ederal income tax inormation rom theIRS on the FAFSA. I you are unable to use the IRS DataRetrieval Tool* you may provide our ofce with a copyo an ofcial 2012 Tax Return Transcript (this is not arequest or a copy o an IRS 1040, 1040A, or 1040EZ that you fled with the IRS) or both yoursel and your parent(s). You will be notifed by our ofce i you havebeen selected or verifcation by the government andhave not completed one o the steps. Failure to complywill result in the prevention o disbursement o all ed-eral unds to your student account and could potentiallyput you at risk o being charged a late payment ee due to the resulting unpaid balance.
*The IRS Data Retrieval Tool cannot be used until one to two weeks ater electronically fling a tax return andsix to eight weeks ater fling paper tax returns. You mayneed to use the Data Retrieval Tool ater your originalfling date by submitting a FAFSA correction.
All application materials are due to our ofce by April 15, 2013.
Check the student portal oten to view outstanding
requests or paperwork and to confrm receipt o all
application materials. Please give us fve to seven
business days rom the date o submission or the
inormation to be updated.
Please submit all documents via ax, e-mail
or Dropbox at www.lehigh.edu/fnancialaid.
Mailing documents is possible (but not preerred)
and they may be sent to our centralized processing
address at the Financial Aid/Admissions Ofce—
27 Memorial Drive West, Bethlehem, PA 18015.
REMINDERS!
• All application materials
must be completed and
submitted by April 15.
• You must maintain
satisfactory academic
progress to maintain
aid eligibility.
• Changes to your house -
hold size and number of
siblings in college will
affect your eligibility.
• The Change of Financial
Circumstance Form can
be submitted along with
your application.
Please contact us i youhave any questionsTelephone: (610) 758-3181
Fax: (610) 758-6211
E-mail: [email protected]
Website: lehigh.edu/fnancialaid
Ofce o Financial Aid
Barnett House
218 West Packer Avenue
Bethlehem, PA 18015
A Spanish-speaking representative is available in the
Financial Aid Ofce to answer any questions.
1 The above materials are required i you are applying or institutional need-based aid. I you are applying or ederal aid only, you will only need
to submit the FAFSA. I you have been selected or verifcation by the government then you may be required to submit additional
documents, such as the Lehigh University Application or Financial Aid, and/or use the IRS Data Retrieval Tool, as requested by our ofce.
