Forms
Upload your completed documents securely to the Financial Aid Office (the student’s 7-digit Luther ID will be needed to upload documents). Please note that depending on the quality of the image, we may require any document not sent as a .pdf file to also be sent via postal mail or hand-delivered to the financial aid office.
FAFSA (Free Application for Federal Student Aid) at studentaid.gov – be sure to use this site as it is free of charge
2023-24 Financial Aid Checklist (PDF)
The Department of Education gives financial aid administrators the ability to consider a family’s special circumstances in determining financial aid eligibility.
If special circumstances affect your parents’ or your ability to contribute toward educational expenses, please complete the appropriate form and submit it to the Financial Aid Office. If you are unsure as to whether your circumstances may change your financial aid, we encourage you to visit with one of our financial aid counselors prior to completing the paperwork. Each form contains several of the most common special circumstances along with the documentation requirements to process each request. Most requests require submission of Federal Tax Return Transcripts or signed federal tax returns and a letter explaining the circumstance. The Department of Education and Luther College require you to submit proper documentation for your circumstances. Read the instructions carefully to ensure that proper documentation is submitted with your appeal.
In order to receive consideration for special circumstances, we must first have a FAFSA on file for you. If you are not eligible to file a FAFSA, please contact the Financial Aid Office to discuss your situation.
All appeals are reviewed in accordance with guidance from the Department of Education and college policy. Changes in financial aid packages are awarded based on the availability of funds. Students are expected to utilize full federal loan eligibility prior to being considered for receiving additional Luther grant assistance based on an appeal.
To report circumstances that should be considered in the 2023-24 academic year, please use one of the following forms:
2023-24 Dependent Student Special Circumstance Form
2023-24 Independent Student Special Circumstance Form
We will consider Special Circumstances for the 2023-24 academic year up until March 1, 2024. We require any document sent electronically be sent as a pdf file. Copies can also be sent via postal mail or hand-delivered to the financial aid office. Your local library may also offer printing and scanning services.
2023-24 Dependent Student Verification Worksheet (PDF)
2023-24 Independent Student Verification Worksheet (PDF)
2023-24 Untaxed Income Verification Worksheet (PDF)
IRS Form 4506T for Request of Transcript of Tax Return (PDF)
Note: Use IRS Form 4506T (linked above) in Non-filing Transcript situations.
Federal W-4 (PDF) (We cannot accept faxes or copies of Federal W-4 Forms.)
- For assistance in determining Federal W-4 allowances, utilize the IRS Withholding Calculator.
Iowa W-4 (PDF) (We cannot accept faxes or copies of Iowa W-4 Forms.)
These are for Illinois residents only. No copies or faxes accepted.
Illinois W-4 (PDF)
Non-residence Iowa Tax Form (PDF)
Federal I9 Form – This form is available on campus and must be completed before a student can begin work on campus. Please see this list of acceptable ORIGINAL documents that must be presented to the Student Employment Office when completing this form.
Complete Loan Entrance Counseling (to be completed by the student) at studentaid.gov
Sign Direct Stafford Master Promissory Note at studentaid.gov (For Student)
Complete Federal Parent PLUS Loan Application at studentaid.gov (For Parent)
Sign Parent PLUS Master Promissory Note at studentaid.gov (For Parent)
Cash Management Form (PDF)
Cost Estimate Worksheet (PDF)
Dependent Household Size Form(PDF)
EPIC Contribution Form (PDF)
Self Certification Form (PDF)
TEACH Grant Counseling and Agreement to Serve
9th Semester Statement of Intent for Elementary Ed/Social Work/Music Ed Students