Assistance for qualifying students.
Families seeking financial aid from The Wellington School must first file an application with School and Student Services (SSS) by National Association of Independent Schools (NAIS). SSS by NAIS processes the information submitted by families, and provides The Wellington School with a need-based financial aid analysis. Wellington uses this analysis, along with annual tax documents and a supplemental questionnaire, to determine financial aid awards to qualifying students.
Applicant Families: To be considered for first round financial and admissions decisions for the 2018-2019 school year, your Parents’ Financial Statement (PFS) and the Wellington Financial Aid Questionnaire must be submitted between Monday, October 2, 2017 and Thursday, February 1, 2018.
Families applying after February 1, 2018 should complete the process as soon as possible, as financial applications received after that date will be reviewed by The Wellington School subject to availability of remaining financial aid dollars.
Current Wellington Families: To be considered for financial aid for 2018-2019 re-enrollment, current families must complete the Parents’ Financial Statement (PFS) and the Wellington Financial Aid Questionnaire between Monday, October 2, 2017 and Friday, November 3, 2017.
How to apply
Download detailed instructions with links HERE. The three key steps are also outlined below.
Complete your Parents’ Financial Statement (PFS) Online through SSS
Beginning Monday, October 2, 2017, please go to sssbynais.org/parents to complete PFS Online. Click the green button labeled “Complete Your PFS”. Choose “Create an Account”, and follow the prompts to set up your PFS Online account.
The SSS code for The Wellington School is 8096.
Begin a PFS for Academic Year 2018-2019. You can log out of the PFS at any time and return later to complete it. After you select submit, you will see a payment screen. The fee of $49 is nonrefundable and must be paid via credit card. Once your PFS is submitted, it cannot be withdrawn.
In the case of a divorce or separation each parent must file and pay separately.
New applicant families must also upload copies of 2016 tax documents through the “My Documents” link within the SSS system by Thursday, February 1, 2018. (2017 tax documents are required at a future date. See below.)
If you need help completing the PFS, contact SSS customer service at (800) 344-8328.
Complete the Wellington Financial Aid Questionnaire
Upload 2017 Tax Documents with SSS Cover Sheet
After you pay for and submit your PFS, you may access a section called “My Documents” within PFS Online. By April 17, 2018, please upload a signed copy of your 2017 Federal Income Tax Return with all relevant schedules, business taxes (if applicable), W-2 and 1099 forms, and the required SSS cover sheet.
Families must also include Form 1120S and schedule K-1 if the family is a shareholder of an S corporation or member of a business partnership. If a family conducts business through any other form of entity or “DBA” tax documents must also be provided.
Families filing for a federal tax extension must upload proof of the extension (IRS Form 4868) by April 17, 2018 and submit completed filings before August 1, 2018. Note that a delay in your tax filing submission could result in a delay of your financial aid award.
What happens next
Admitted students will receive contracts of acceptance with a provisional financial aid award based on the information supplied in your PFS and questionnaire. The provisional award is subject to review of the 2017 tax documents.
Upon review of the 2017 tax documents, if there are no changes to the financial aid award, families will receive a confirmation email. If there are changes to the award, families will receive an amended contract with an explanation of the change. If the award change is unacceptable, the contract will be voided.
Notification of first round admission decisions and provisional financial aid awards is sent March 1, 2018.
SSS by NAIS offers help for parents at sssbynais.org/parents/help. Please contact the SSS helpline at 800-344-8328 for questions about the PFS Online process.
The Wellington School
3650 Reed Road
Columbus, OH 43220