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
Thank you for your interest in Andover. For the 2017-2018 academic year, you may complete your Parents’ Financial Statement (PFS) online after October 24, 2016. To be eligible for consideration for financial aid at Andover, you must complete your PFS and submit your documents by February 1, 2017. Andover will communicate decisions about financial aid awards on March 10, 2017.
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
- Starting on October 24 go to www.sssbynais.org/parents.
- Click “Apply Now” (Phillips Academy’s school code is 5758).
- 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.
- Submit your application and pay your $47 nonrefundable fee to process your PFS.
- After submitting your PFS, you will have access in the PFS Online to a section called "Documents." You can upload additional documents we require here.
Additional Required Documents
Please send copies of the following documents to SSS by NAIS:
- 2015 tax return with all schedules and W-2s.
- 2016 tax return (by May 1) with all schedules, W-2s and 1099s. Although required, your 2016 1040 can be is due by May 1. Your grant will be tentative pending receipt of the 2016 1040 forms.
International Student Financial Aid Profile
If you are neither a US citizen nor a permanent resident, please submit a Parent Financial Statement (PFS) at www.nais.org. Although not every question will pertain to an international applicant, do your best to answer all questions. In place of US 1040 tax forms or W-2 Forms, please submit the International Student Financial Aid Form. All international forms should be translated into English. Canadian applicants are welcome to submit Canadian tax forms instead of the International Aid forms.
Uploading Required Documents
Detailed instructions on how to upload required documents are available at www.sss.nais.org.
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.
Call SSS Customer Service at (800) 344-8328 with any questions (M-F: 9am-8pm EST; Sat: 9am-4pm EST).
If you have questions or need more information, please contact us:
Director of Financial Aid: Heidi Jamieson