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 2018 and 2019 tax information is due by December 1, and the 2020 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 2018 and 2019 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).
- 2018 and 2019 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 2020 federal tax return with all supporting schedules. Due July 15, 2021.
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