To Apply for Financial Aid

Policy for Those Applying for Financial Aid from Cities/Towns within our Day Student Boundaries:

As you are aware, students from certain cities/towns are able to choose whether to apply to Phillips Academy as day students or as boarding students. Your choice is a one-time-only option that must be made when the application is submitted to the admission office.

However, if you reside in a nearby city/town and are also applying for financial aid, please understand that your financial aid award will be predicated on the day student tuition and will not include the additional cost associated with being a boarding student. You are, of course, welcome to apply as a boarding student, but your family will be responsible for the additional tuition necessary for you to live on campus if you are admitted and choose to enroll at Phillips Academy.

Students residing in Andover or North Andover must apply as day students. Applicants from the following Massachusetts cities/towns have a choice: Boxford, Bradford, Dracut, Georgetown, Groveland, Haverhill, Lawrence, Lowell, Lynnfield, Methuen, Middleton, North Reading, Reading, Tewksbury, and Wilmington, and also Atkinson, Pelham, Plaistow, and Salem, New Hampshire.

If, upon further consideration, you would like to change the residential status of your application from boarding to day or if you have questions about the policy, please contact the Office of Financial Aid.

Families apply for financial aid at the same time students submit applications for admission. A completed financial aid application consists of the Parents’ Financial Statement (PFS) and subsequent forms for income verification such as W-2s and the most recent Income Tax Return.

Instructions for Families Applying for Financial Aid for the 2013-2014 Academic Year

Thank you for your interest in Andover. For the 2013-2014 academic year, you may complete your Parents’ Financial Statement (PFS) online beginning on November 1, 2012. To be eligible for consideration for financial aid at Andover, you must complete your PFS and submit your documents by February 1, 2013. Andover will communicate decisions about financial aid awards on March 10, 2013.

Andover uses the School & Student Services by the National Association of Independent Schools (SSS by NAIS) to process the Parents’ Financial Statement (PFS). Based on the financial information you provide, SSS by NAIS presents Andover with an estimated family contribution available for educational purposes. Upon electronic receipt of your information from SSS by NAIS, Andover recalculates all PFS information using our own standards and policies to make fair and objective financial aid decisions. Please note that even if you have several children applying, you need only complete one PFS.

COMPLETE THE PARENTS’ FINANCIAL STATEMENT (PFS) ONLINE

1. Starting on November 1, 2012, go to www.sss.nais.org/parents. 
2. Click “Apply Now” (Phillips Academy’s school code is 5758).
3. Set up your PFS Online account using your e-mail address and a password. You may save and return to your PFS before submitting it.
4. Submit your application and pay your $39 nonrefundable fee to process your PFS. 
5. Print out the Required Documents Cover Sheet and complete the form to mail additional required documents. After submitting your PFS, you will receive a confirmation page which will link to a Required Documents Cover Sheet pre-populated with your information and lists the documents we require. To access your cover sheet at any time, log onto your PFS Online account and click on “Print Cover Sheet.”

Additional Required Documents

Please send copies of the following documents to SSS by NAIS:

• 2011 tax return with all schedules and W-2s.
• 2012 tax return (when available) with all schedules, W-2s and 1099s.
  (If you own your own Business/Farm, you must include a Business/Farm Statement which is available at www.sss.nais.org/parents).

International Student Financial Aid Profile

If you are neither a US citizen nor a permanent resident, you must include an International Student Financial Aid Form (XLS) in place of US tax forms. All international forms should be translated into English. 

Uploading Required Documents

Detailed instructions on how to upload required documents are available at Preparing and Uploading Required Documents.

Or Mail the Required Documents To:

                SSS by NAIS - Application Processing Center
P.O. Box 449
Randolph, MA 02368-0449

                For overnight mail, use this address: 

                SSS by NAIS - Application Processing Center
437 Turnpike Street
Canton, MA 02021

Note: You may submit copies of all documents online at www.sss.nais.org/parents. After you complete your PFS, follow the instructions on how to upload documents.

If you need a paper copy of the PFS, please call our office at (978) 749-4059 or send us an e-mail at financialaid@andover.edu and we will mail one to you.

Call SSS Customer Service at (800) 344-8328 with any questions (M-F: 9am-8pm EST; Sat: 9am-4pm EST).

CONTACT US

If you have questions or need more information, please contact us:

Assistant Director of Financial Aid: Heidi Jamieson 
E-mail: financialaid@andover.edu