Financial Aid Application Process

1. Be sure to indicate on your Admission application, that you will be applying for financial aid.
2. By January 31, complete a Parents Financial Statement (PFS) online.
3. After submitting your PFS, you will be given instructions about submitting additional documents. Please submit signed copies of the following documents directly to SSS. (Please do not email or send tax documents to Loomis. All tax documents must go directly to SSS.)

By January 31:

• 2020 and 2021 federal tax return (1040) with all supporting schedules and forms. If self-employed please submit corresponding K-1s, form 1065 or 1120s along with your schedule E.
• 2020 and 2021 W-2s and 1099s (if applicable)
• 2020 and 2021 student federal tax return 

By February 10:

• 2022 W-2s and 1099s (if applicable)

As soon as completed (no later than July 15, 2022):

• 2022 federal tax return with all supporting schedules and forms. If self-employed please submit corresponding K-1s, form 1065 or 1120s along with your schedule E.

For students who currently receive financial aid

In order to be eligible for financial aid, you must submit a financial aid application each year. The PFS with 2020 and 2021 tax information is due by December 1, and the 2022 tax information by April 15.

By December 1st, complete a Parents Financial Statement (PFS) online at solutionsbysss.com. Be sure to use the same login information that you used last year. 

After submitting your PFS online, you will be given instructions about submitting additional documents by uploading them to your PFS. Please submit signed copies of the following documents directly to SSS. (Please do not email or send tax documents to Loomis Chaffee. All tax documents must go directly to SSS.)

• A signed copy of your 2020 and 2021 federal tax return with all supporting schedules. Your tax returns may be visible in your PFS from last year. If so, there is no need to re-submit.
• If self employed please be sure to submit all corresponding tax information (ie: K-1s, form 1065 or 1120S, Schedule E).
• 2019 and 2020 W-2s, K-1s, 1099s, and any other documents that apply to you. Non-U.S. residents must submit income/asset verification. Due February 28.
• A signed copy of your 2022 federal tax return with all supporting schedules. Due July 15, 2023.

Families living outside the United States: In addition to the above process, please complete the International Student Financial Aid Profile and upload it to your PFS along with documentation to verify income.

4506-T: For all domestic applicants, in late spring we will ask that you send in a signed 4506-T so that we can request a transcript of your tax return directly from the IRS. We will send this form to you.

Special circumstances: If you have special circumstances that you would like us to consider, please include all details in the notes section of the PFS.

Notification: Notification of financial aid decisions is made available with re-enrollment contracts in late March.

Divorced/Separated/Never been married parents/Guardians: Each parent/guardian must complete a PFS regardless of custodial arrangements.

Student tax returns: If a student files his/her own tax return, we require that you submit a copy of that as well.

Contact information
Nancy Cleary, Director of Financial Aid
860.687.6400
Nancy_Cleary@loomis.org

Katherine Langmaid, Assistant Director of Financial Aid
860.687.6400
Katherine_Langmaid@loomis.org

Tim Jeon, Assistant Director of Financial Aid
860.687.6400
Tim_Jeon@loomis.org

For students who have not previously received aid

In order to be considered, documentation must be provided to explain a change in circumstances (i.e. change of employment, extreme health concerns, etc.). For returning students who are requesting aid for the first time:

1. Notify the Office of Financial Aid that you will be applying for financial aid for the 2023-24 school year. Please call 860.687.6318 or email Nancy Cleary, Director of Financial Aid.
2. By December 1, complete a Parents Financial Statement (PFS) online.
3. Send a letter to the Office of Financial Aid which describes the change of circumstances that precipitates the need for financial assistance. Include in this letter any special circumstances that you would like us to consider.
4. After submitting your PFS online, you will be given instructions about submitting additional documents by uploading them to your PFS. Please submit signed copies of the following documents directly to SSS by December 1. (Please do not email or send tax documents to Loomis Chaffee. All tax documents must go directly to SSS.)

• A signed copy of your 2020 and 2021 federal tax return with all supporting schedules and forms. Upon completion send the 2022 federal tax return with all supporting schedules and forms (this must be in by July 15). If self-employed please submit corresponding K-1s, form 1065 or 1120s along with your schedule E.

Families living outside the United States: In addition to the PFS online, please complete the International Student Financial Aid Profile and upload it to your PFS along with documentation to verify income.

4506-T: For all domestic applicants, in late spring we will ask that you send in a signed 4506-T so that we can request a transcript of your tax return directly from the IRS. We will send this form to you.

Divorced/Separated/Never been married parents/Guardians: Each parent/guardian must complete a PFS and submit supporting documents regardless of custodial arrangements.

Notification: Notification of financial aid decisions is made available with re-enrollment contracts in late March.

• Indicate on your admission application that you will be applying for Financial Aid.
• Submit completed Parents’ Financial Statement online.
• Submit copies of 2020 and 2021 1040, including all schedules, to SSS.
• Submit copies of all 2020 and 2021 W-2s and 1099s, to SSS (if applicable)
• If self-employed please submit corresponding K-1s, form 1065 or 1120s along with your schedule E.
• Students living outside the United States please complete and submit an International Student Financial Aid Profile.