Following is a list of forms and documents that the Student Financial Services Office makes available to students and other interested parties. All forms are available in PDF format. All forms must be signed by hand. Typing your name or using an electronic image of your signature will result in rejection of the form and requiring resubmission on your part. Many of the forms here will need to be completed and returned to the Student Financial Services Office while others are simply informational documents.

Club/Class Deposit Slip
This form is used for all cash and check club deposits into club accounts. Please turn in all deposits to the Student Financial Services Office.
Departmental Deposit Slip Form
This form is used for all departmental deposits. Please turn in all deposits to the Student Financial Services Office.
Employee Tuition Discount Form
If you are an employee of Lee University, you may be eligible for the Employee Tuition Discount. Please complete this form and submit to the Human Resources office to determine if and how much of a discount you can receive.
How to Obtain Account Statement Online
An updated account statement is available to you through your Portico account. The instructions above will show you how to obtain a current statement.
Refund Authorization Form
If you are unable to visit the Student Financial Services office to request your refund, please complete the Refund Authorization Form and submit it to the Student Financial Services Office. This form allows you to specify how your refund will be sent, parental release for Parent Plus loans, and instructions for direct deposit.

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