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Undergraduate Application for Financial Aid & Forms

Review the required steps and materials needed to apply for financial aid, grants and scholarships. Submit all required financial aid materials by the deadlines below to be fully considered for need-based aid. Each student is assigned a financial aid counselor, so contact Lehigh’s Office of Financial Aid with any questions or for help with the application process.

Application Steps for Academic Year 2026-2027

The following is a step-by-step guide to help you determine the required financial aid application materials. This is not an exhaustive list of documents that might be requested. Once you submit your admission application, you will receive access to the applicant portal. Applicants should check their portal to view any additional requested documents and to confirm receipt of their materials. 

First-year applicants who are Non-US Citizens should visit our International Students page for financial aid requirements and information.

Spring 2026 applicants must submit the FAFSA and CSS Profile for the 2025–2026 academic year, along with parents’ 2023 federal tax documents through the Document Upload Center. If you have already completed the FAFSA and/or CSS Profile for another school, be sure to update your applications to include Lehigh. Non-citizens need to submit the 2025-2026 Certification of Finances and the 2025-2026 CSS Profile.  

  1. Submit the 2026-2027 Free Application for Federal Student Aid (FAFSA)

    • School code: 003289
  2. Complete the 2026-2027 CSS Profile

    • School Code: 2365
    • Submit a separate CSS Profile for each parent if legal parents are not married and do not live together.
    • Families residing in the United States with an Adjusted Gross Income under $100,000 may qualify for a fee waiver.
  3. Submit 2024 federal income tax return

    • If either parent is required to file a tax return, please submit a signed copy of their 2024 federal income tax return, along with all accompanying schedules & W-2 forms.
    • If either parent is self-employed or an owner (part or full) of a corporation/partnership, submit signed copies of the 2024 business tax returns (Schedule C, corporate tax returns and/or partnership tax returns).
    • Please note that Lehigh is NOT an IDOC participating school. Parent and student tax information and any supplemental documentation should be submitted directly to the Office of Financial Aid at Lehigh University via the FinAid Doc Center or U.S. Mail.
  4. Grant Proxy Access to Parents/ Guardians/ Third Parties (recommended, not required)

    • The Family Educational Rights and Privacy Act (FERPA) limits the kind of information that can be shared by Lehigh faculty and staff. By granting proxy access, current undergraduate students can give select individuals permission to view specific student information protected by FERPA (i.e. financial aid, grades, schedules, etc.). Log in to Banner and click on “student services” to initiate proxy access setup.

Forms

This is a master list with links to all applications and forms related to the need-based financial aid process. It is the student’s responsibility to confirm that all application materials are received by the deadline.

NOTE: Additional forms may be requested on a case-by-case basis and can be accessed by clicking the requirement in the Lehigh portal (or by contacting our office).

Applications & Forms for the 2026-2027 Award Year

Winter, Summer or Short-term Financial Aid Application

Students enrolling in a winter, summer or short-term session may apply with the Office of Financial Aid for loan consideration only. Students should complete the application below for the appropriate academic year.

Loan Forms

Should you be offered and accept federal or institutional loans, our office will notify you of additional requirements that must be completed in order to receive this funding. The following are some of these requirements:

Academic Petitions for Financial Aid

All financial aid eligibility is based on students’ Satisfactory Academic Progress toward their undergraduate degree. If students fail to meet the minimum academic standards, they will be ineligible to receive need-based aid moving forward, but they may complete and submit an Academic Petition for Financial Aid. The petition is an opportunity for students to explain why they failed to meet Satisfactory Academic Progress standards and may result in continued financial aid support on a probationary status.

Petition for Review of Financial Aid Eligibility: Students who lose financial aid eligibility because they failed to make satisfactory academic progress may use this petition to have their financial aid reinstated. In addition to completing the above form and submitting the complete aid application by the deadline, students who are petitioning for aid must also submit the following. The academic plan, degree audit and unofficial transcript must be submitted WITH the Petition.

  • An approved academic plan, approved and signed by your academic advisor
  • A copy of your Degree Audit Report (from Banner)
  • An unofficial copy of your transcript (from Banner)
  • Two faculty endorsements: These forms should be completed by faculty members concerning your recent (within two semesters) classroom performance and potential for future success in the Lehigh classroom. NOTE: The faculty endorsements are submitted separately from the Petition form but must be received for the petition to be considered complete.

Complete petitions should be submitted ONE WEEK prior to the committee meeting dates in order to receive full consideration. The petition is not considered complete until all of the required documents are submitted. The status of any submitted petition documents can be viewed on Banner Self-Service.

Petition for Institutional Aid (beyond eight consecutive semesters): This form is specifically for students petitioning to receive financial aid beyond eight consecutive undergraduate semesters.

Petition for Institutional Aid (interruption of eight consecutive semesters): This form is for students who have achieved Satisfactory Academic Progress in terms of G.P.A. and full-time enrollment, but have had a break in their enrollment for any reason (leave of absence or medical withdrawal).

Declaring Less than Full-Time Status Survey: Complete this survey if you are in your final semester and do not require full-time enrollment to complete your bachelor's degree requirements. Please allow up to 3 business days for your counselor to review your response and adjust your aid accordingly. The link to "Answer a Survey" is located at the bottom of your personal information page on the Self-Service Banner. Select "Declaring Less than Full-Time Status" from the dropdown menu on the Answer a Survey page.

If students are concerned about their financial aid eligibility related to the Satisfactory Academic Progress requirements, or uncertain of which form above to complete, please contact our office.

Lehigh is not an IDOC-participating school. Parent and student tax information, and any supplemental documentation, should be submitted directly to Lehigh via FinAid Document Center (preferred), mail or in-person.

Important Financial Aid Deadlines

The details below will help you understand your responsibilities and provide a timeline to ensure you have the best possible financial aid package in place for the upcoming academic year.

Student TypeApplication DeadlineOffer Notification
Early Decision INovember 1Mid-December
Early Decision IIJanuary 1Mid-February
Regular DecisionJanuary 15
(Non-U.S. citizens: January 1)
Late March
Current StudentsMarch 15Late June
Fall TransferApril 1Late May
Spring TransferNovember 1Late December