Process & Timeline
Application for Academic Year 2018-2019
To apply for Indexed Tuition at The San Francisco School, you will need the following information and documents. All documents must be submitted online directly to SSS by NAIS. If more than one child applying, only one application per household is required. For two-household families, a separate application is required for each household.
- SSS/NAIS Parents’ Financial Statement (PFS) with Instructions (available in October from the school or online here beginning November 1, 2017. Please see online instructions below)
- Back-up documents for The San Francisco School
- 2016 & 2017 Taxes (with copies of schedules, W-2s, 1099s, etc.)
- IRS Form 4506
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/guardians/households must fill out and send an original copy of the PFS.
- If you own a business or farm, The Business/Farm Statement
Forms can be submitted online, with instructions on the website for mailing in additional back up information. If mailing in back up information, please submit with the cover sheet provided by SSS to: SSS by NAIS
Application Processing Center
P.O. Box 449
Randolph, MA 02368-0449 USA
The school code for The San Francisco School is 7100.
There is a fee associated with submitting the application with SSS. SSS does waive fees automatically for families that qualify based on income levels submitted on the PFS application (families are no longer asked to request a fee waiver).
Call (800) 344-8328 with any questions for NAIS about the online 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/guardians complete the PFS online. The underlying assumption of SSS is that parents/guardians 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/guardians, provision for retirement, and extraordinary expenses are all taken into account in assessing a family’s ability to pay educational expenses.
Income Tax Return
Applicants must submit copies of their 2016 and 2017 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-T 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.
The San Francisco School reviews all files electronically through SSS, and can view documents as they are submitted.
To be considered in the first round of Indexed Tuition decisions, please follow the timeline below:
|November 1, 2018||Parents/Guardians||Log in to sss.nais.org and begin completing the PFS.|
|January 17, 2019||Parents/Guardians||
Submit Parents’ Financial Statement (PFS) and required fee (on line or by mail)
|February 8, 2019||Parents/Guardians||Submit the 2017 W-2 and 1099 forms, tax returns, and the IRS Form 4506-T to SFS. For new families: please submit 2016 tax returns as well.|
|By the end of February 2019||SFS||Indexed Tuition award letters mailed to all returning families.|
On and after March 12, 2018 (3- & 4-year-old applicants)
On and after March 21, 2018 (K-8 applicants)
|SFS||Rolling Indexed Tuition decisions made simultaneously with Admission decisions.|