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.
Student Refund Request Form
Please complete the online Student Refund Request Form by clicking the link above (Student Refund Request Form). This form allows you to specify how your refund will be disbursed, parental release for Parent PLUS loans, and instructions for direct deposit. If you have questions or need assistance with this form, please call Student Financial Services at 423.614.8100 or visit the Student Financial Services office located on the first floor of the Higgenbotham Administration Building.

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