Financial Assistance

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.

Important deadlines

To be considered for first round financial and admissions decisions for the 2019-2020 school year, your Parents’ Financial Statement (PFS) and the Wellington Financial Assistance Questionnaire must be submitted between Monday, October 1, 2018 and Friday, February 1, 2019. Families applying after February 1, 2019 should complete the process as soon as possible, as financial applications received after that date will be reviewed by Wellington subject to availability of remaining Financial Assistance dollars. Current Wellington Families: To be considered for financial assistance for 2019-2020 re-enrollment, current families must complete the Parents’ Financial Statement (PFS) and the Wellington Financial Assistance Questionnaire between Monday, October 1, 2018 and Friday, November 2, 2018.

How to apply for assistance

Download detailed instructions with links HERE. The three key steps are also outlined below.


Step 1

Complete your Parents’ Financial Statement (PFS) Online through School and Student Services. Beginning Monday, October 1, 2018, go to 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. Save your logins and password.

The SSS code for Wellington is 8096.

Begin a Parent Financial Statement for Academic Year 2019-2020. 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 $51 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 Once your PFS is submitted, it cannot be withdrawn.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 2017 tax documents through the “My Documents” link within the SSS system by Friday, February 1, 2019. (2018 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.


Step 2

Complete the Wellington Financial Assistance Questionnaire. This electronic form will be forwarded by the Admissions Office to those who select Financial Assistance on the admission application. It can also be downloaded as a PDF.


Step 3

Upload 2018 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 15, 2019, please upload a signed copy of your 2018 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 15, 2019 and submit completed filings before August 1, 2019, regardless of IRS deadlines beyond this date. Note that a delay in your tax filing submission will place your Financial Assistance award at risk.

What happens next

Admitted students will receive enrollment contracts with a provisional Financial Assistance award based on the information supplied in your PFS and questionnaire. The provisional award is subject to review of the 2018 tax documents.

Upon review of the 2018 tax documents, if there are no changes to the Financial Assistance 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 Assistance awards is sent to applicant families by March 1, 2019.

School and Student Services by NAIS offers additional help for parents at Please contact the School and Student Services helpline at 800-344-8328 for questions about the Parent Financial Statement Online process.