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Indexed Tuition Process & Timeline

Application for Academic Year 2015-2016

To apply for Indexed Tuition at The San Francisco School, you will need the following information and documents. All documents must be submitted directly to SSS by NAIS.

If applicable, please fill out online or request the following additional forms:

  • A second Parents’ Financial Statement (PFS) if you are separated, divorced or have a financially responsible parent/guardian in another household (there is no longer a different form). Both parents/households must fill out and send an original copy of the PFS.
  • If you own a business or farm, The Business/Farm Statement

Please submit ALL forms to:
SSS by NAIS
Application Processing Center
P.O. Box 449, Randolph
MA 02368-0449 USA

Online Instructions for PFS Form
Families who have applied to financial aid in the past will see that this website looks different.  It uses the same methodology and will require the same information but the interface and on-screen help should be more user-friendly. 

  • Download or Print out the Parent Financial Statement Online Workbook to prepare you to successfully complete the PFS Online. It includes context, examples, worksheets, and tips.
  • Starting on November 1, 2014, go to www.sss.nais.org/parents
  • Click on the prompt to begin your Parents’ Financial Statement (PFS).  You only need to complete one PFS even if you have several children applying to our school.
  • You will be given a username and password that will allow you to return to your PFS at a later date before submitting it. Your information will be secure.
  • Be sure to make a copy of your form.  After you submit the form, you will be given instructions about submitting the back-up documents listed above.

Note: If you apply for indexed tuition online, your information will be delivered accurately and quickly to our school, allowing us to make a quicker decision about your eligibility for our indexed tuition program.

Mail Instructions for PFS Form
If you do not already have a printed Parents’ Financial Statement (PFS), call our school at 239-5065 and request a copy.  Please complete the PFS and return it to:

SSS by NAIS
Application Processing Center
P.O. Box 449, Randolph
MA 02368-0449 USA

Call (800) 344-8328 with any questions for NAIS about the on-line or mail-in procedures.

If you have questions about the Indexed Tuition program, please contact Jeanette Moore, Director of Finance and Operations, (415) 239-1410.

Assessment of Financial Need
The amount that a family should be able to contribute toward tuition is based upon the Parent Financial Statement (PFS), the Application Form explaining any unusual circumstances and the current federal tax returns

Parents’ Financial Statement (PFS)
Parents can either complete the PFS online or fill out and mail a hard copy directly to SSS by NAIS in Randolf, MA.  The underlying assumption of SSS is that parents have a primary obligation to finance their children's education to the extent they are able.  The amount computed for each family's contribution of tuition is based on a "modest standard of living" as defined by the Bureau of Labor Statistics.  Total income, assets, number of dependents, age of parents, provision for retirement and extraordinary expenses are all taken into account in assessing a family's ability to pay educational expenses.  All forms are mailed directly to SSS/NAIS.  It takes several weeks for them to process the required forms and send their assessment to the school.  It is advantageous for families to send the forms as early as possible.

Application Form
Families submit The San Francisco School Application for Indexed Tuition directly to SSS/NAIS. This document provides families an opportunity for individual communication of special circumstances.

Income Tax Return
Applicants must submit a copy of their 2014 Federal Income Tax Returns, with accompanying schedules, attachments and copies of recent W-2, directly to the SSS/NAIS.  A signed copy of The Internal Revenue Service Form 4506 must also be submitted along with the other required forms. (No check is required).  This form is a release from the applicant to the IRS allowing the SFS to obtain a copy of the filed tax return.  If you do not have your 2014 tax returns, you may submit your 2013 tax returns with a note of any significant changes for 2014.  Please submit a copy of the 2014 tax returns once you have them. 

ALL of the above pieces must be sent to:

SSS by NAIS
Application Processing Center
P.O. Box 449, Randolph
MA 02368-0449 USA

Once the documents are received, SSS will them send an electronic file of all applicants to The San Francisco School.

Indexed Tuition Timeline and Checklist

To be considered in the first round of Indexed Tuition decisions, please follow the below timeline:

Date/Deadline Who What

Beginning
October 2014

Parents

Indexed Tuition Packets will be distributed during school tours or access SFS materials online. After Nov 1st, get PFS form online at:  sss.nais.org/parents:

  • If applicable, fill out or request a second copy of the PFS if you are separated, divorced or have a financially responsible parent/guardian in another household.  This must be filled out and sent in by the second parent
  • If you own a business or farm, request The Business/Farm Statement

Postmarked by
Saturday,
February 1, 2015

Parents

If applicable, also submit a second Parent Financial Statement (PFS) – there is no longer a different form –and/or The Business/Farm Statement

Mail ALL Forms to:
SSS by NAIS
Application Processing Center
P.O. Box 449, Randolph
MA 02368-0449 USA

Note: Use estimates of income if necessary; be sure to explain all circled items; be sure to fill in an amount for Question #25 A and B.  If you do not have your 2014 tax returns, you may submit your 2013 tax returns with a note of any significant changes for 2014. Please submit a copy of the 2014 tax returns once you have them.

 

By the end of February 2015

SFS

Indexed Tuition award letters mailed to all returning families.

On and after
March 3, 2015
(3 & 4 year old
applicants)

On and after
March 11, 2015
(K-8 applicants)

SFS

Rolling Indexed Tuition decisions made simultaneously with admission decisions.

 

 
 
 
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