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Financial Aid Forms

  • Financial Aid Forms
  • Find any forms you may need to complete your financial aid file below. Contact the Lee financial aid office if you have any questions.

    FAFSA

    The Free Application for Federal Student Aid is the application used to apply for federal and state aid. This application must be filled out every year in order to receive federal financial aid and is available for the following school year beginning October 1.

    • How to complete the FASFA – Video Instructions
     
    FSA ID

    Use the Federal Student Aid (FSA) ID website to apply for a FSA ID. This ID gives you access to the Federal Student Aid’s online systems and can serve as your legal signature.

    FAFSA4caster

    FAFSA4caster is a website created by the U. S. Department of Education to help students get an early start on the financial aid process by providing them with an early estimate of their eligibility for federal student aid.

    FAFSA Correction Form

    This form is only required in the event that corrections are made to the federal application. Both the student and at least one parent (if a dependent student) must sign this form.

    • 2019-2020 Correction Form
    • 2018-2019 Correction Form
                                      
    Federal Satisfactory Progress

    This form is only required for students who did not maintain satisfactory academic progress and received Federal Aid during their last period of enrollment at Lee University.

    • Satisfactory Academic Progress Appeal
    • Satisfactory Academic Progress Standards
    • Satisfactory Academic Progress Graduation Plan
    • Satisfactory Academic Progress Standards for Graduate Students
     

    Verification Information

    Verification Worksheet

    2019-2020 Verification Worksheets

    • 2019-2020 V1 - Standard (Classic) Verification Worksheet
    • 2019-2020 V4 - Custom (High School Completion) Verification Worksheet
    • 2019-2020 V5 - Aggregate Verification Worksheet

    2018-2019 Verification Worksheets

    • 2018-2019 V1 - Standard (Classic) Verification Worksheet
    • 2018-2019 V4 - Custom (High School Completion) Verification Worksheet
    • 2018-2019 V5 - Aggregate Verification Worksheet
    IRS Tax Transcript

    Students or Parents have two options to complete the following requirement:

    • IRS Data Retrieval Tool
      #1 Go to www.fafsa.gov.
      #2 Sign in using your FSA ID.
      #3 Click the “Make Corrections” Link
      #4 Click the Financial Tab
      #5 From this tab you will receive instructions about the IRS data retrieval process. Please note: to use this option the IRS must have received your completed tax return. Also, note the data must be unaltered once transferred to the FAFSA. Also be certain to complete all the steps for resubmitting the FAFSA.
    • IRS Tax Transcript: Instructions, Get Transcript – Online
      An IRS Tax Return Transcript reflects original information submitted on the tax return.
      To request online go to: www.irs.gov/Individuals/Get-Transcript

    For more information, you can view this video tutorial-IRS Data Retrieval Tool.  

    Loans

    Federal Direct
    • Federal Direct Master Promissory Note (MPN)
    • Federal Direct Loan Entrance Counseling
    • Federal Direct Exit Counseling

    If you would like to check loan servicer information, interest rate, or other financial aid history, you will find this information on the National Student Loan Data System (NSLDS). You will need your Federal Student Aid ID to access the system.
    • NSLDS
     
    Federal Direct PLUS Loan
    • PLUS Master Promissory Note (MPN)
    • Graduate PLUS Loan Entrance Counseling
    • Graduate PLUS Loan Exit Counseling
     
    Alternative Loan Options

    Alternative Loans are nonfederal, credit-based loans that may be used as a supplemental resource for paying college costs. Alternative loans require a separate application, credit check, multiple disclosures and a self-certification form. A co-signer may be required if you have less than two years of good credit history. By applying online, you will know instantly if you are eligible or if you need a co-signer. A historical listing of lenders previously used by Lee University students is provided. You may apply directly with any lender that you choose. The Financial Aid Office does not recommend or endorse any particular lender. Students are encouraged to seek federal and state aid options prior to pursuing an alternative loan.

    • Alternative Historical Listing and Promissory Note 
     

    Tennessee Information

    Tennessee- Change your Institution

    If you are attending Lee University and Lee is not listed as the first Tennessee school on your FAFSA you will need to log into the Tennessee Student Assistance Corporation Financial Aid Portal to make Lee your school of choice.

    Tennessee HOPE Satisfactory Academic Progress (TELS)
    Tennessee Request to Change Enrollment Status

    Click below to request a change of enrollment status, which includes complete withdrawal from the university, dropping from full-time or part-time within a semester, or to take a leave of absence.

    • TELS Request to Change Enrollment Status
     
    Tennessee Student Assistance Corporation- College Pays

    Lee University Forms

    Endowment Scholarship

    Application available from November 15 to February 1.

    • Endowment Scholarship Listing
    • Click here to apply for an Endowment Scholarship
     
    Miscellaneous Forms
    • Family Tuition Discount Form
    • Special Conditions Form
      If you will have a significant change in income after your FAFSA has been submitted, a request for consideration can be submitted to the Financial Aid Office. The change in income must be significant in order to change eligibility for financial aid. The request must be submitted in writing. An explanation stating the circumstances causing the change of income, along with supporting documents, must be submitted, as well.
      • 2019-2020 Special Conditions Form
      • 2018-2019 Special Conditions Form
       
    • Asset Information
      This form is required when the asset information can impact your eligibility and the information was omitted from the FAFSA. Both you and at least one of your parents (if you're a dependent student) must complete and sign this form.
      • 2019-2020 Asset Worksheet
      • 2018-2019 Asset Worksheet
       
     
    NCAA Scholarship Disclosure Form
    • 2019-2020 Outside Scholarship Disclosure Form
    • 2018-2019 Outside Scholarship Disclosure Form
     
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    FAFSA.govStudentloans.govFAQ'sGraduate Financial AidFinancial Aid ProgramsGeneral Info
    • Federal Progress Standards
    • Return of Federal Aid Policy
    • Rights and Responsibilities
    • Home School Policy
    • Global Perspectives and Summer Aid Information
     
    FormsEstimated CostFinancial Literacy
    • FLAME - Online Training
    • CashCourse
     
    Financial Aid

Events Calendar

2/19
Softball at Tusculum College
Begins at 5:00 PM | Read more

Tue Feb 19, 2019

Greeneville, Tenn.
Softball at Tusculum College
POSTPONED Lee University Softball at Tusculum College
Read moreRead more
View Event Add to calendar
2/19
Wind Ensemble
Begins at 7:30 PM | Read more

Tue Feb 19, 2019

Conn Center
Wind Ensemble
David R. Holsinger, conductor

This event is open to the public, free, and tickets are not required.

Read moreRead more
View Event Add to calendar
2/21
Alternative Chapel
Begins at 10:35 AM

Thu Feb 21, 2019

Dixon Center
Alternative Chapel
Read more
View Event Add to calendar
2/21
Conn Center Chapel: Drew Moser
Begins at 10:40 AM | Live Stream

Thu Feb 21, 2019

Conn Center
Conn Center Chapel: Drew Moser
Stream Read more
View Event Add to calendar
2/21
Women's Basketball vs Union University - Tropical Night
Begins at 6:00 PM | Live Stream | Read more

Thu Feb 21, 2019

Cleveland, Tenn., Paul Dana Walker Arena
Women's Basketball vs Union University - Tropical Night
Lee University Women's Basketball vs Union University - Tropical Night
Radio: Talk 101.3 FM
Streaming Video: https://portal.stretchinternet.com/lee/
Streaming Audio:...
Read moreStream Read more
View Event Add to calendar
View all events »

Faculty Spotlight

ROBERT BERNHARDT

Artist in Residence

Robert Bernhardt joined Lee's School of Music in the fall of 2011 as an artist-in-residence and conductor of the Lee Symphony Orchestra. Bernhardt also serves as Music Director Emeritus of the Chattanooga Symphony and Opera (CSO) and Principal Pops Conductor of the Louisville Orchestra. He was formerly the Music Director and Conductor for 19 seasons with the CSO and is the first to hold the title Emeritus.

Bernhardt has directed and conducted numerous symphonies, operas, musicals and ballets all over the country. He made his Carnegie Hall debut in 1978 and has recorded for Vanguard, First Edition, Carlton Classics and RPO record labels.

Bernhardt has a love for all genres of music, making him equally at home in symphonic, operatic, pops and educational performances. He and his wife, Nora, have one son, one daughter, and one granddaughter.

Robert Bernhardt
Robert Bernhardt
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