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How to Apply for Financial Assistance

STEP 1: COMPLETE AND SUBMIT THE ONLINE PARENT'S FINANCIAL STATEMENT (PFS)
 
Heschel uses School and Student Services (SSS) to handle a major portion of the computation in our financial assistance process. SSS is a service of the National Association of Independent Schools (NAIS). Based on the information you provide, SSS calculates an estimated amount that your family can contribute to educational expenses.
 
Starting on October 21, 2019, go to sss.nais.org and click on the prompt to begin your Parent's Financial Statement (PFS). You will create a user name and password which will allow you to complete the PFS over more than one session. Heschel's SSS code is 1157.
 
New student PFS applications must be submitted no later than January 21, 2020. Current student PFS applications must be submitted no later than January 17, 2020. There is a nonrefundable application fee of $51. Once your PFS is submitted, it cannot be withdrawn from the SSS system.


STEP 2: COMPLETE HESCHEL'S SUPPLEMENTAL FINANCIAL ASSISTANCE FORM AND IRS FORM 4506-T
 
Click to download the Heschel Supplemental Financial Assistance Form

Click to download the IRS Form 4506-T 


STEP 3: SUBMIT YOUR DOCUMENTS TO SSS
 
Once you submit the PFS, and your payment of $51, documents can be uploaded directly to SSS through the "My Documents" tab. Please remove any security or password protection from your PDFs and black out any social security numbers. Note, it is the family's responsibility to make sure that the file is complete. You may verify this by going to the family portal at sss.nais.org

Returning Families: If you applied for financial assistance for the 2019-2020 school year, you must submit your 2017 and 2018 Federal Tax Returns with all attached schedules, including W2s, 1099s, etc. -- plus, your last two paystubs from 2019 by January 10, 2020 for consideration for next year. If you are self-employed you must submit your end-of-quarter (September 2019) financials by January 20, 2020 and your 2019 Federal Tax Return by April 27, 2020.

New Families or first-time financial assistance applicants to Heschel, please submit your 2017 and 2018 Federal Tax Returns with all attached schedules, including W2s, 1099s, etc. -- plus, your last two pay stubs from 2019 by January 20, 2020. If you are self-employed, you must submit your end-of-quarter (September 2019) financials by January 20, 2020 and your 2018 Federal Tax Return by April 28, 2020.


STEP 4: RECEIVING THE FINANCIAL ASSISTANCE DECISION
 
Returning families will receive the financial assistance award decisions in February. New families will receive their Admission decision in March and financial assistance award decisions will be included in the admission decision package.



Questions? Call SSS Customer Service at (800) 344-8328 or
contact Amy Jamieson, Chief Financial Officer at (818) 368-5781 x301