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Financial Aid Application Process

Loomis Chaffee uses School and Student Services (SSS) to process our financial aid applications. SSS is a service of the National Association of Independent Schools (NAIS). Based on the financial information you provide on your Parents’ Financial Statement (PFS), SSS will use a standard calculation to determine an estimated amount that your family can contribute toward educational expenses. Loomis' Financial Aid Committee uses this estimation as a starting point from which to determine a financial aid award. If you have any questions about the SSS financial aid application, contact SSS Customer Service Center: 1-800-344-8328 or sss@nais.org Assistance is available in English and Spanish.

For New Students — Applying for Financial Aid

  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:

  • 2017 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.
  • 2017 W-2s and 1099s (if applicable)
  • 2017 student federal tax return – if the student files a tax return Families living outside of theUnited States must complete an International Student Financial Aid Profile (See below)

By February 10:

  • 2018 W-2s and 1099s (if applicable)
  • 2018 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.
  • If 2018 tax documents are not available, please submit 2016 documents

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

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

International Students: An family living outside the United States needs to complete an International Student Financial Aid Profile and upload it to the PFS along with documentation to verify income.

Late applications: Families whose admission applications have been initiated after January 31 are encouraged to proceed with the financial aid application as quickly as possible.

Notification: Financial aid decisions are mailed with the admission decision letters.

For Returning Students — Current Recipients of Aid

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 is due by January 31, and the tax information by February 28.

By January 31st, complete a Parents Financial Statement (PFS) online.

After submitting your PFS online, you will be given instructions about submitting additional documents by uploading them to your PFS. By February 28 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.)

  • 2018 W-2s, K-1s, 1099s, and any other documents that apply to you. Non-U.S. residents must submit income/asset verification.
  • A signed copy of your 2018 federal tax return with all supporting schedules.
  • A signed copy of your 2017 federal tax return with all supporting schedules. Your 2017 1040 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).

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

For Returning Students — New Aid Applicants

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 2019-20 school year. Please call 860.687.6318 or email Nancy Cleary, Director of Financial Aid.
  2. By January 15, 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 February 15. (Please do not email or send tax documents to Loomis Chaffee. All tax documents must go directly to SSS.)
  • A signed copy of your 2017 and 2018 federal tax return with all supporting schedules and forms. If your 2018 1040 is not yet available submit your 2017 1040 and your 2018 W-2s and 1099s. Upon completion send the 2018 federal tax return with all supporting schedules and forms (this must be in by March 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.

Financial Aid Application Checklist

  • Indicate on your admission application that you will be applying for Financial Aid.
  • Submit completed Parents’ Financial Statement online.
  • Submit copies of 2017 and 2018 1040, including all schedules, to SSS.
  • Submit copies of all 2017 and 2018 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 – Complete and submit