San Francisco Friends School adjusts a student's tuition to match their family's economic situation. The Adjustable Tuition Committee reviews each family's financial and personal circumstances along with an independent tuition estimate from the School and Student Services organization. Tuition adjustments are sent to current families in the first week of March.
Applying for an Adjusted Tuition involves two equally important processes:
PART A - Completing the Parents' Financial Statement on the SSS website
PART B - Submitting a complete set of financial documents to the SSS website (list of documents below)
All forms are due by February 3, 2017. Applications will only be considered when fully complete. Late submission may impact your award.
PART A - Completing the PFS
Families must complete the PFS (Parents' Financial Statement) located on the School and Student Services site (SSS). The SSS is an independent organization that analyzes family incomes and assets and estimates how much a family can contribute to educational expenses. This estimate is then reported to the school.
The PFS will ask you about family size, total income, savings, investments, debt, medical and dental expenses, any unusual expenses, and other assets, such as home equity. The guidebook for completing the PFS can be downloaded here. Do not submit tax returns or any other information to SSS.
Due: February 3, 2017
School Code: 3061
Please note: For divorced, separated, or unmarried parents, each parent/stepparent/guardian is required to complete a separate Parents' Financial Statement. Call SSS at 800-344-8328 with any questions about the PFS (M-F, 9am-8pm EST; Sat, 9am-4pm EST)
PART B - NEW THIS YEAR: Submitting documents to SSS
We use an ONLINE system for document management. Please upload your documents directly to SSS via their secure portal.
Tax forms, W-2s and other documents can be uploaded through the SSS website – complete instructions available on the Managing/Uploading Required Documents tab on the SSS website. The system saves older documents and we will only require the most current forms. All forms are due by February 3, 2017:
- 2015 and 2016 Federal Tax Returns (including all Schedules)
- 2015 and 2016 W-2 forms
- Copies of 2 most recent pay stubs
- SFFS "Household Expenditures" form (download here)
- IRS Form 4506-T - "Request for Transcript of Tax Return" (signed copy; download here)
- *If you are a majority partner in an LLP or corporation, submit copies of 2015 and 2016 corporate tax returns and all supporting detail, i.e. IRS Forms K-1s, 1065 & 1120
Please note: Earn It! Keep It! Save It! Bay Area provides free tax preparation to low- to moderate-income individuals, families and seniors. Click here for a list of tax sites.
*Please submit any supplemental information about your financial circumstances by email to email@example.com or letter directly to the Business Office (Attn: Kim Plough). We encourage you to tell us as much as you can about your family. Although Adjusted Tuition may make it possible for a student to attend SFFS, we understand it will also require the families to carefully plan and budget in order to make tuition a financial priority. Sharing your families plans, budgets and constraints will help us best understand your family's specific situation.
Instructions for providing documents to SSS
You may upload or mail the documents to SSS. Please do NOT include state taxes or worksheets.
In the case of separated or divorced parents, both households must submit federal tax forms and W-2s.
To submit documents to SSS you may:
Upload documents directly to SSS, following the instructions on the Managing/Uploading Required Documents tab on the SSS website.
Mail hard copies directly to SSS:
SSS by NAIS
Application Processing Center
PO Box 449
Randolph, MA 02368-0449
Director of Finance and Operations
Director of Admission