parents’ financial statement workbook and instruction ...sss is owned by the national association...

Parents’ Financial Statement Workbook and Instruction Booklet

Th is instruction booklet walks you through completing your Parents’ Financial Statement (PFS) as part of your application for fi nancial aid for the 2014-15 academic year. Apply online at sss.nais.org/parents.

Copyright © 2013 National Association of Independent Schools (NAIS). School and Student Services By NAIS is a service of NAIS. All rights reserved. NAIS, the NAIS logo and SSS logo designs are registered trademarks of NAIS.

Parents’ Financial StatementInstruction Booklet

To Apply For Financial Aid in Academic Year

��

Call (800) 344-8328 or email [email protected] with questions. From outside of the US or Canada dial (952) 967-9922.

Step 1: Prepare to Apply Find out from each school its application deadlines and requirements. Th en gather any materials you will need to reference as you answer the questions in the PFS.

Step 2: Complete Your Online PFS From your PFS Online Dashboard, choose to begin a new PFS for the academic year for which you are applying. As you work, you can stop and save your work at any time then log in again using your email address and PFS Online password.

Step 3: Pay For and Submit Your PFS Once you have completed all the fi elds of the PFS, on the Pay and Submit screen you will choose your method of secure payment ($41.00). Once you submit your PFS, your information is sent immediately to schools. It cannot be withdrawn from the PFS system and your money cannot be refunded.

Step 4: “Manage” Any Additional Documents You Must SubmitOn the Manage Documents screen, you can see what additional documents you should submit to SSS as par t of your application, track the receipt of documents you submitted, and upload documents from your computer.

Step 5: View your Family Report After you have paid for and submitted your PFS, SSS processes your information immediately and sends your PFS and Estimated Family Contribution to all of the schools you selected. Each school makes its own fi nancial aid decisions, but uses SSS’s estimate as a starting point. You can log back in to PFS Online and View Your Family Report to read about how SSS calculated your Estimated Family Contribution.

2

Step One: Prepare to Apply

Know your school deadlines

Find out what is required, and by when for each school you’re applying to. Use this list to keep track of those dates.

School Name SSS Code Ask the school or go to sss.nais.org/go/ssscodes

Deadline to submit the PFS

Deadline to submit additional required documents

By Mail or Online: You have the option of submitting additional required documents to SSS by mail or by uploading them online. Once uploaded, please allow 24 hours before they become available in the school’s system. If you mail items to SSS, mail them at least 10 days before the school deadlines to leave time for mail delivery as well as SSS processing time.

Gather information

Types of Questions You’ll Answer in the PFS Information to have handy to answerthese questions

Questions about your family’s income (“what you earn and receive”)You will answer questions about income that is taxed and income that is not taxed. Questions about “taxable income” cover salaries/wages earned by parents and children; alimony; and taxable dividends or interest income. Questions about “non-taxable” income cover child support, social security benefits, etc.

• W-2 and/or 1099 form(s)• IRS Form(s)1040 or 1040a• Social Security statements (SSA-1099 forms)• A sum of the child support you actually received

Questions about the value of your assets (“what you own”)Be ready to answer questions about the value of your home and what you pay. The PFS will also ask you about the vehicles you own and about investments and retirement plan accounts.

• Mortgage principal balance statements for your home(s)• Lease or finance statements showing the amount owed on

vehicles• Bank, investment, and/or mutual fund account statements• Retirement Plan account statements

Questions about your debts (“what you owe”)These include questions about the amount you owe on your credit cards, as well as other debt you have incurred.

• Credit card statements• Bills/account statements showing major debt outstanding

(for past educational expenses, past legal or funeral expenses, damage from natural disasters, etc.)

Questions about how much you pay for educational expenses for all your children (not just the children for whom you are applying for financial aid).The PFS also asks HOW you pay for these expenses – that is from what sources (your own funds, loan, friends/family, etc.).

• A sum of the expenses you pay for school, college, and childcare for EACH of your children.

Questions about other family expensesThese will include questions about medical and dental care expenses that weren’t covered by insurance; and questions about cost of camps, lessons/tutors, and vacations.

• A sum of the expenses you paid for medical/dental premiums, as well as non-reimbursed amounts

• A sum of expenses for camps/lessons/tutors• A sum of the expenses for vacations taken by all members

of the family.

3

Technical Considerations

• Your Internet Browser: The following browsers and PDF Reader versions are the minimum required to successfully view and work within Parents’ Financial Statement Online: Internet Explorer 8 Firefox 10 Opera 16 Safari 5 Chrome 29 Adobe Reader 5.0

• Choose the Correct Academic Year: At some points during the year, SSS may have applications open for two academic years. Remember to choose the application for the academic year in which you are applying for financial aid. It’s important to note that refunds are not available for applications submitted for the incorrect calendar year.

• How to Return to Your Application at a Later Date: You do not have to finish your PFS in one sitting. To return to it, from the SSS Website for Families (sss.nais.org/parents), enter the PFS Online then login. If you have forgotten your password, click on “Forgot My Password.”

• “Save and Continue” vs. “Save and Finish Later” Buttons: At the bottom of every screen in the PFS Online, you’ll see two “save” buttons. If you press “Save and Finish Later,” you will leave the PFS Online. You should press this if you are finishing your session and wish to log out. If you have completed the page and wish to move on to the next, press “Save and Continue.” Note that if you haven’t finished answering all the questions on that page, you will be prompted to do so. If an answer doesn’t apply to you, fill in a zero. Don’t leave it blank.

• The Back Button: Do NOT use the back button on your Internet browser. Instead, use the back button at the bottom of the page. Data may be lost if you use the browser back button.

Help Along the Way

Throughout the PFS, you’ll see Help Tips on the right side of your screen. For example, if you need to refer to a particular tax form to answer a question, we’ll tell you which one to view.

Parents’ Financial Statement Online Workbook http://sss.nais.org/parents Page 6

Help Along the Way

Throughout the PFS, you’ll see Help Tips on the right side of your screen. For example, ifyou need to refer to a particular tax form to answer a question, we’ll tell you which one to view.

Tips to Avoid Common Errors

1. If you must go backward in the application, use the “back” button at the bottom

of the screen. If you use your Internet browser “back” button at the top of your screen, you may lose information.

2. Zero counts! Enter a zero if a question does not apply to you. Do not leave the answer blank.

3. Whole numbers only. When entering numbers please use only whole numbers: no decimals or cents. Rounding to the nearest whole number is acceptable.

4. Tell us more. Offer explanation when requested, so a school can better understand your answer or situation.

5. Applicants vs. Dependents. Questions about “student applicants” refer to yourchildren who are applying for financial aid using the PFS you’re completing. Questions about “other dependents” refer to the children (or adults) for whom you provide support who ARE NOT applying for financial aid.

6. Choose the right school. In the Select Subscriber School section, choose the exact school you wish to apply to, in the correct city and state. Many schools have similarnames.

7. Salary vs. profit. In the Family Income section, if you are a business owner or farm owner, in the questions about “salary,” enter only the amount you draw as salary. You will provide information about profit/loss elsewhere in the PFS.

8. Rent. In the Family Assets and Debts section, if you rent your residence, enter the total rent you pay for the whole year, not the amount you pay each month.

Step Two: Complete Your PFS

4

Tips to Avoid Common Errors

1. If you must go backward in the application, use the “back” button at the bottom of the screen. If you use your Internet browser “back” button at the top of your screen, you may lose information.

2. Zero counts! Enter a zero if a question does not apply to you. Do not leave the answer blank.3. Whole numbers only. When entering numbers please use only whole numbers: no decimals or cents.

Rounding to the nearest whole number is acceptable.4. Offer explanation when requested, so a school can better understand your answer or situation.5. Applicants vs. Dependents. Questions about “student applicants” refer to your children who are applying

for financial aid using the PFS you’re completing. Questions about “other dependents” refer to the children (or adults) for whom you provide support who ARE NOT applying for financial aid.

6. Choose the right school. In the Select Subscriber School section, choose the exact school you wish to apply to, in the correct city and state. Many schools have similar names.

7. Salary vs. profit. In the Family Income section, if you are a business owner or farm owner, in the questions about “salary,” enter only the amount you draw as salary. You will provide information about profit/loss elsewhere in the PFS.

8. Rent. In the Family Assets and Debts section, if you rent your residence, enter the total rent you pay for the whole year, not the amount you pay each month.

9. Paying by waiver? Enter a fee waiver code exactly as it was provided to you by a school. It should have eight (8) characters. An incorrect code will delay processing your PFS.

10. Use the cover sheet. If you opt to mail in additional required documents to SSS, use a required documents cover sheet, which you can print from the PFS Online. This allows us to match your documents to your application.

11. Mail early. If you opt to mail in additional required documents to SSS, do so at least 10 days before the school deadlines to allow for mail delivery and SSS processing time.


5

FAQ

What is School and Student Services (SSS By NAIS)?

SSS is a financial aid services provider. SSS is owned by the National Association of Independent Schools (NAIS), a nonprofit membership association. Many private schools use SSS to help them assess a family’s ability to pay school costs. SSS helps schools make objective and fair financial aid decisions. The philosophy behind the SSS process is that parents are primarily responsible to finance their child’s education to the extent they are able.

What is the Parents’ Financial Statement (PFS)?

The PFS is the cornerstone of your financial aid application. When you submit your PFS, you are granting SSS permission to analyze your financial information. We analyze your income, expenses, assets, and debts. Then we estimate the amount you can contribute to school expenses. We send that estimate to the schools you indicate. Schools use that estimate as a starting point to determine financial aid awards. Each school makes its own financial aid decisions, taking into consideration its budget and financial aid policies.

Is my information safe? Yes. The process we use at SSS to protect your information meets the most rigorous standards. Schools are also encouraged to keep information private and to allow access to as few people as possible.

How long does it take SSS to send my results to schools?

It may take up to 24 hours for schools to receive your online PFS. If you apply online, schools get your results in 24 hours.

How much does it cost to submit a PFS?

The price to submit a Parents’ Financial Statement (PFS) online for Academic Year 2014-15 is $41.00.

Can I change the information after I submit the PFS?

Yes. You can submit changes via the PFS Online at sss.nais.org/parents. There is no fee to make a change.

Can I add a school after I submit the PFS?

Yes. There is no fee to add a school.

Can I withdraw my PFS after I submit it?

No. Once you have submitted and paid for your PFS, it cannot be withdrawn from the SSS system and your fee cannot be refunded. If you no longer wish to apply for financial aid, contact your school(s).

Are there any other forms I must complete?

Many schools require that you submit information in addition to the PFS, such as tax forms. Check with the school(s) to which you are applying to see what is required, where you should send it, and by what date.

How can I submit tax forms if I haven’t completed them yet?

Schools realize that tax forms are not available until January or later and usually set their requirements accordingly. Be aware of each school’s specific requirements. For example, a school may ask you to submit a 2012 tax document and then later to submit a 2013 tax return. Or a school may set a later deadline for the submission of the 2013 tax return.

How do I know if SSS has received my mailed-in documents?

You can go to the PFS Online at sss.nais.org/parents to track whether your documents have been received. Please allow 10 days for your documents to be received and processed.

What if I am not the parent of the student applicant?

If you are financially responsible for the student, complete the PFS (fill in the section for Parent A) and include a description of your relationship to the child.


6

What if I am divorced? SSS considers divorced parents living apart to be separate households, and as such, each parent should complete a separate PFS. Check with each school to confirm what it requires.

What if I have more than one child?

Using the PFS Online, you can enter application information for all your children who are applying for financial aid using a single application. You do not need to complete a separate PFS Online for each child.

What if I do not know the exact amount in response to a question?

Enter your best estimate. Enter a zero (0) if no other amount applies. Do NOT leave items blank. Do NOT enter symbols, such as >, <, ~, or N/A, or words such as “none,” or “unknown.” If you estimate, for any question, that your 2014 amounts will differ by $5,000 or more from amounts for 2013, please be sure to itemize.

If I applied last year, do ,�KDYH�WR�ÀOO�RXW�DQRWKHU�PFS?

Yes, you should file a new PFS for every year that you apply for financial aid. You will be able to transfer information from the previous year’s application to speed up the process.

Where can I get help? Call (800) 344-8328 or email [email protected] with questions. From outside of the US or Canada dial (952) 967-9922. Call the school directly if your question involves their requirements or awards.

Where do I include parents’ educational loans?

Report these as part of your answer to Question 17, “Debts.” Specify in the Notes section for this question how much of the debt you’re including in your answer is specifically for parents’ educational loans.

What is Consumer Debt and how is it used in the calculation?

In Question 18, you are asked to report your credit card debt. Given the variety of types of spending that credit cards can be used for, SSS does not factor this into the calculation of your family contribution. However, schools may use this information in different ways. Enter your total outstanding balances then and use the Notes section to specify the main types of purchases that these cards were used for.

What should I include as “Unusual Expenses”?

In Question 24, you are asked to total your “unusual expenses.” Below the question, click the link to see a list of the types of expenses that should and should not be included. In the Notes section for this question, write an explanation so that a school can make the decision about whether to consider these expenses.

How do I complete the income section without my tax forms being available yet?

Schools realize that most tax forms are not available until late January, and usually set their requirements accordingly. Be aware of each school’s requirements. Some may ask you to submit a 2012 tax document and then to submit your 2013 return later. Using your best estimates on the PFS is acceptable if your 2013 tax information is not yet finalized.

+RZ�GR�,�FRPSUHVV�ÀOHV�that are too large to upload?

Some scanners create very large PDF files that may be difficult to upload. Fortunately, there are a number of free software tools available to compress these into smaller files. Just Google “compress PDF” for a variety of options. And as always, you can bypass uploading altogether by simply printing a cover sheet and mailing your documentation. Just make sure your materials are sent 10 days prior to the application deadline.


7

Use this question-by-question guide below to complete the PFS fully and accurately. While all fields on the PFS are required, the items marked below with an asterisk (*) are particularly critical. We cannot begin to process your application if you do not fill in these questions. Note: References to tax form line numbers below may vary slightly from the actual line numbers on 2013 tax forms.

Household Information

1 Parent/Guardian A and B: Fill in the contact information exactly as you do on tax and other official forms. If your name has a suffix, put it at the end of your “Last Name,” separated by one blank space. Include an email address, so we can send you a confirmation that we have received your PFS. If either parent has more than one job, please identify.

2 Other Parent: Complete Question 2 only if the student applicant(s) has another living biological or legal (adoptive) parent that you did not include in Question 1. Any noncustodial parent or parent with joint custody in separate households should be listed here, but he/she must also complete a separate PFS. Be sure your answers to the remainder of the questions in the PFS only pertain to the parents/guardians in your household.

Applicant Information

3 Names of Student Applicant(s): In this section, enter information only about students who are applying for financial aid at SSS subscriber schools. Do not include your other dependent children who are not applying for aid.

4 Applicant Lives With: Check all boxes that apply to the current family situation. If neither of the adults listed in Section A is the student’s parent or legal guardian, check “Other” and explain in the text box.

5 School Selection: For each applicant, fill in this section completely so we may send your report to the correct schools. Enter the SSS code(s) and complete name(s) and state(s) of the schools and organizations to which we should send copies of your family’s report. Find SSS codes listed on page 8 in this booklet. If a school/organization is not listed, contact the school/organization or find an updated list at sss.nais.org/go/ssscodes.

Family Income Note: Schools may also ask you to submit tax schedules and other forms as part of your application.

6A 2013 Tax Return: It is preferred, but not a requirement, that you have completed your 2013 tax return in order to complete this PFS. If you have not yet completed it, check “No” and use your best estimate to answer questions.

6B Income Tax Filing Status: If Parent/Guardian A and B have different tax filing statuses, enter in 6B the answer based on Parent/Guardian A. Then indicate Parent/Guardian B’s tax filing status. Refer to lines 1 -5 on your IRS 1040 or 1040A.

6C Exemptions: If Parent/Guardian A and B file tax forms separately, enter the total amounts claimed/reported on both tax returns. Refer to line 6D on your IRS form 1040 or 1040A.

6D Itemized Deductions: If you filed a Schedule A along with your tax return, your Schedule A, line 29 will show your “total itemized deductions.” If you did not file a Schedule A, enter 0. If Parent/Guardian A and B file taxes separately and both filed a Schedule A, enter the total from both forms.

6E Federal Tax Paid: If you filed a Form 1040, find this amount on line 60, “Total Tax.” If you filed a Form 1040A, it is on line 28, “Tax.” If you filed a Form 1040EZ, it is on line 11, “Tax.” (Do NOT enter the amount you were refunded or the amount you underpaid. Do NOT enter the amount labeled “federal income tax withheld,” because the amount that is withheld is not always what you actually need to pay.)

7A-7B Taxable Salaries and Wages: Enter taxable wages and salaries including tips, drawing accounts from self-employment, and other employee compensation before payroll deductions. Look at your W2 given to you by your employer. In Box 1, you will find your Total Salaries or Wages. If you have more than one W2, add the amounts and enter the total.(If you own a business or farm, do NOT include profit/loss from the business; only include any salary you pay yourself. You will enter business profit/loss in Question 7I.)


8

7C Taxable Dividend and/or Interest Income: This response cannot be a negative number. If you enter any figure here, you must then enter amounts in future questions related to your checking, savings, and/or investment accounts. Do not report the net value of taxable and nontaxable investments here. That will be reported in Section D: Family Assets. Refer to total of lines 8a, 8b, and 9a on your IRS 1040 or 1040A.

7D Alimony: Your Form 1040, line 11 shows the alimony payments you received. Enter that amount here. (Do NOT enter child support here; you will enter that in the “Total Nontaxable Income” section.)

7E Other Taxable Income: Enter the total of all taxable income you received that you have not reported elsewhere in this PFS. In your total, include income you received from pensions, annuities, rental properties, royalties, estates or trusts, household expenses paid in lieu of alimony, unemployment compensation benefits, capital gains, and taxable social security benefits. These amounts are all listed in the Income section of your Form 1040 or 1040A. Also include income taxable distributions from your Individual Retirement Account (IRA) received in 2013. If you report any amount other than zero, please provide an explanation in the text box.

7F Untaxed Portions of Payments to an IRA: If you made payments into an Individual Retirement Account (IRA) or a Roth IRA, line 32 of your 1040 or line 17 of your 1040A will show the total untaxed portion of your salary or wages paid into them. If you made no payments into an IRA or Roth IRA, enter zero (0).

7G Keogh Payments and SEP Deductions: If you made payments into a Keogh, Simplified Employee Payment (SEP), SIMPLE, and/or other qualified plans, line 28 of your 1040 will show the total amount of the payments. If you made no payments into this type of plan, enter zero (0).

7H Other IRS-Allowable Adjustments: Your Form 1040, line 36, will show your total adjustments to taxable income. Take this number and subtract what you reported in Questions 7F and 7G. Enter the difference in 7H. If you took no such adjustments, enter zero (0). If you enter in a figure greater than zero (0), itemize the types of adjustments.

� �,� 1HW�3URÀW�RU�/RVV�IURP�%XVLQHVV�DQG�RU�)DUP�If you own more than one business, report the total of business profits and losses from all businesses and itemize them. Refer to your IRS form 1040, line 12.

7J-7K Owner and Type of Business/Farm: Indicate the owner and type of the business or farm you own. 7L Percentage of Ownership: Enter the owner’s stake in the business or farm. 7M Business/Farm Assets: Enter the total value of the business assets as of the date you complete the PFS. Do not include

any of your personal assets. 7N Business/Farm Debts: Enter the total amount of the business debts or liabilities as of the date you complete the PFS.

Do not include any of your personal debts. 7O Total depreciation claimed on business and/or rental property assets: Enter the total amount of depreciation

claimed for tax purposes on all business assets, rental real estate, etc. Refer to IRS schedules C, line 13, Schedule E, line 20 and/or Schedule F, line 16.

7P Self-Employment Tax Paid: Enter the total amount of self-employment taxes you paid in 2013.Refer to IRS 1040, line 56.

8A Child Support: Enter the total amount of child support you received for all your children (the student applicants plus other dependent children.) Include the amount you actually received, not the amount agreed upon. This is not reported on your federal or state tax returns.

� �%� 6RFLDO�6HFXULW\�%HQHÀWV��Enter the total amount of all social security benefits received by all members of your household, not just by parents/guardians.

8C Other Nontaxable Income: Enter the amount you received in 2013 from each of the sources indicated in the questions in 8C and estimate what you expect to receive next year. Enter a zero (0) if you did not receive any income.Do not leave any line blank.


9

9A-9B Student Applicant Earnings: In the columns Applicant A, B, and C, enter the amount of money each student applicant earned in 2013 and expects to earn in 2014. Only enter earnings for your children who are applying for financial aid form (not for your other dependent children). Complete this question even if the applicant worked but did not file a tax return. In 9B, indicate whether each applicant has filed/will file taxes for 2013.

9C Student Applicant Assets: In the columns labeled Applicant A, B, and C, enter the total value (as of the date you complete the PFS) of the assets of each student applicant.

What to include in this total Itemize in text box. What not to include in this total

Net value of the student’s savings Life insurance policies, stamp or coin collections, or value of personal property

Net value of student’s IRAs, stocks, bonds, inheritances, trust funds, and real estate. Cash value of annuities and education insurance policies

Section 529 plans or Education IRAs held on behalf of the students (Enter those amounts as parent/guardian assets in Question 15)

Family Assets & Debts

10A-10E 5HDO�(VWDWH: Your answer to “Unpaid principal on 1st mortgage” should not include interest payments or property taxes. Your answer for “Annual mortgage payments” should include property taxes, interest payments, insurance payments, and condo/ association fees. If the value and/or mortgage is divided among other individuals, enter only your portion(s). If the home is part of business property, enter only the market value and unpaid mortgage principal of the residence. If present market value is less than unpaid mortgage principal, explain.

10F-10I Second Mortgage/Home Equity Line of Credit: If you have a second mortgage or equity loan, describe its purpose. In 10H and 10I, provide information about the principal and payments.

10J-10O All Other Real Estate: If you own real estate or property other than your primary home or a business or farm, report the total value, total purchase price, and mortgage information of all properties you own. List all the addresses in the text box. Your answer for “annual mortgage payments” should include property taxes, interest, and insurance. (Do not include interest payments or property taxes in mortgage principal.) If the value and/or mortgage is divided among other individuals, enter only your portion. If the home is part of a business property, enter only the market value and unpaid mortgage principal. If the property is income-producing, include the net profit or loss in your total for Question 7E “Other Taxable Income.”

11 Rent: If you pay rent for the home you currently live in, enter the total rent that you pay for the whole year. (Do not enter your monthly rent.)

12-13 Vehicles: For Question 12, include cars, trucks, and SUVs that your family uses for its primary transportation. For question 13, include boats or personal watercrafts, campers, RVs, airplanes, or motorcycles. Include vehicles you purchased for your children. If you own or have possession of any vehicle that is paid for by someone else, explain. If you do not make payments on the car, enter zero (0) in the lease and debt questions and explain.

14 Bank Accounts: Enter total value of parents’ checking and savings (interest bearing and non-interest bearing) accounts, including money market accounts, as of the date you complete the PFS. Enter value of student’s accounts separately in question 9C, “Student Assets.” If you enter a figure greater than zero (0) in Question 14, you must enter a response in item 7C (“Taxable Dividends or Interest Income”) or provide an explanation.

15 Investments: Enter total net value of investments (market value minus debt) as of the date you complete the PFS. If you enter a figure greater than zero (0) in Question 15, you must enter a response in at least one of the following Questions: 7C (“Taxable Dividends or Interest Income”), 7E (“Other Taxable Income”), 8C (“Nontaxable Income”), or you must provide an explanation.


10

What to include in this total Itemize in text box. What not to include in this total

stocks, bonds, mutual funds, other securities, certificates of deposits, savings plans for college including 529 and Coverdell savings plans, trust funds, and total cash value of whole life policy

pensions, retirement plans, IRAs, or Keoghs

16-16A ��5etirement PlanV: In 16A, enter the total amount set aside in retirement-specific plan accounts, such as 401Ks, 403Bs, IRAs, Keoghs, pensions, etc. (Do not include savings, investments, CDs, etc., that are not held in vehicles specifically designed as retirement plan accounts – you should include all such non-retirement assets in Question 15.)

17-17A Debts: Enter the outstanding balances on amounts borrowed for situations such as those listed below. In 17A, enter the amount of that debt you plan to pay in the year 2014. What to include in this total Itemize in text box. What not to include in this total

past educational debts of parents any debt covered in other questionsencumbrances against home or other real estate (10A-10O)

mortgages

living expenses if business failure, prolonged illness, unemployment, etc., have depleted assets

business, farm, car, or consumer debt (purchases charged to credit cards)

past medical/dental expenses debts for routine home repairspast business debts and legal fees schooling expenses for childrenuninsured natural disasters or past funeral expenses travel expenses

debts for investments (item 15) 18 Consumer Debt: Enter the total outstanding balances on all credit cards that you hold (including department stores, gas

station credit cards, etc.). Do not include items you already reported elsewhere to avoid double-counting the same debt. For example, if you used a credit card to pay for attorney’s fees, and you included that amount in your total for question 17, do not include that same amount in your total for Question 18.

Additional Family Information

19 Children You Support: Enter the total number of children for whom you will be providing support in 2014, both those student applicants applying for aid AND other dependent children. If you are providing support for dependents living with you who are not your children, please explain.

19A Number of Children at Tuition-Charging Institutions: Of the children you entered in question 19, indicate how many of them will be attending tuition-charging institutions such as childcare centers, schools, or colleges. Do not include children who are cared for by a nanny, family members, or other types of daycare that are not provided by an institution, business, or agency. Note: In Question 21, you will be able to indicate for each of your children any expenses provided by a nanny or family member or other non-institutional child care provider.

20 What You Can Pay: Estimate the amount of money you can pay toward tuition and other educational expenses for Applicants A, B, and C. Then total that amount. Do not leave this section blank. Please be realistic about the amount you can contribute, keeping in mind that the primary responsibility for paying for your child’s education lies with you. It is helpful for financial aid officers to have an amount that the family realistically feels it can pay for tuition.

21 Educational Expenses and Sources of Payment: Enter the educational and childcare costs for ALL your children, and then indicate how you paid from all sources for those expenses in 2013-14. Then estimate the same for 2014-15. (If you are unsure about which school your child will attend in 2014-15 and how much it will cost, enter your best estimate based on your preferred school.) The total of your contribution for 2014-15 should be equal to what you entered for Question


11

20. Please be realistic about the amount you can contribute, keeping in mind that the primary responsibility for paying for your child’s education lies with you.

22 Total Nonreimbursed Medical and Dental Expenses: Enter total amount you paid in 2013 and expect to pay in 2014 for uninsured medical and dental expenses. Do not include amounts covered by insurance or the cost of insurance premiums or medical plans. Itemize amounts by each type of medical expense such as doctors’ bills, medicine, and hospital bills.

23 Total Paid for Medical/Dental Insurance: Enter total amount paid out-of-pocket for medical/dental insurance premiums and plans. Do not include the amount of premiums paid by your or your spouse’s employer(s).

24 Unusual Expenses: Enter total amount paid for unanticipated, non-typical or emergency expenses in 2013. The school financial aid administrator may ask you to verify these expenses. Explain. What to include in this total What not to include in this total

nursing home/assisted-living care anything covered in other questions (mortgages, consumer purchases, retirement plans, debts)

current legal fees car paymentsclosing costs for home purchases or refinancing charity or church contributionssewer, street, and water assessments (installation only) childcare and school/college expensesunreimbursed tuition for parents expenses for commutinguninsured natural disasters household help paymentschild support paid in excess of $5,000 payments for routine home repairsspecial costs for a child with physical, developmental, or other diagnosed challenges

payments on insurance premiums

funeral expenses payments for condo/association feesUnion dues

25 Cost of Club Dues: Include yearly (not monthly) costs of social clubs, health, or athletic clubs, etc. to which parents and/or children belong that cost more than $250. Specify the type of club(s).

26 Cost of Camps and Lessons in 2013: Include the total costs you paid for camps or lessons for your children. This might include academic, sports, music, summer day or overnight camps; or tutors, test preparation, or academic enrichment programs. Itemize these expenses.

27 Cost of Vacations in 2013: Include total costs of individual and family vacations taken in 2013.


12

Step Three: Pay for and Submit Your PFS

Once you complete all sections of the PFS, you will have access to the Pay and Submit section. The fee to submit a PFS online is U.S. $41.00 and this fee is nonrefundable. This is a flat fee, whether you are applying for aid for one child or several children, and whether your children are applying to one school or several schools. Your PFS and the application results will not be processed and sent to schools until we receive full payment.

Payment Options

In the Pay and Submit section, you may make your secure payment using the following methods:

• Credit or debit card. A charge will appear on your credit card as “SSS PFS Online.”• Direct debit from your checking or savings account• PayPal account. This is the preferred method for international families.• Application Fee Waiver Code provided to you by a school. Be sure to enter the 8-character code exactly as it

was provided to you.


Step 3: Pay for & Submit Your PFS

Once you complete all sections of the PFS, you will have access to the Pay and Submitsection. The fee to submit a PFS online is U.S. $39.00 and this fee is nonrefundable. This isa flat fee, whether you are applying for aid for one child or several children, and whetheryour children are applying to one school or several schools. Your PFS and the applicationresults will not be processed and sent to schools until we receive full payment.

Payment Options

In the Pay and Submit section, you may make your secure payment using the following methods:

• Credit or debit card. A charge will appear on your credit card as “SSS PFS Online.”• Direct debit from your checking or savings account• PayPal account. This is the preferred method for international families.• Application Fee Waiver Code provided to you by a school. Be sure to enter the

8- character code exactly as it was provided to you.

Once you have successfully submitted and paid for your PFS, you will receive email confirmation from SSS. Your information will be immediately available to schools. Oncesubmitted, your PFS cannot be withdrawn and your fee cannot be refunded.

Once you have successfully submitted and paid for your PFS, you will receive email confirmation from SSS. Your information will be immediately available to schools. Once submitted, your PFS cannot be withdrawn and your fee cannot be refunded.

13

Step Four: Manage Documents

Many schools require that families submit documents in addition to the PFS. After your PFS has been processed, on the “Manage Documents” screen of the PFS Online, you can see which documents have been received and processed by SSS and which are still outstanding. From that same page, you can upload your documents online. After you submit and pay for your PFS, it will take up to 24 hours for it to process. Once it has been processed, you will be able to access the Manage Documents page. If your PFS has not yet been processed, you will receive a popup window message when you click on the purple “Manage Documents” page in the PFS Online.

Uploading Documents

Following the step-by-step instructions on the Manage Documents screen, you will:

1. Save each document that you intend to upload as a separate file. Each file may be up to 5.0MB in size. The files may be in any of the following formats: Adobe Acrobat PDF files; .jpg, .gif, or .tiff image files; or Microsoft Word or Excel files.

2. On the Manage Documents screen, click on “Browse.” A menu will appear that shows your computer’s folders. Locate the document to upload.

3. Click on “Upload Documents.” Once you have uploaded a document, it may not appear immediately in the “Received Documents” list on the Manage Documents page. It could take up to 24 hours for it to have been processed and appear as “Received.”

Mailing Documents

If you’re unable to upload your documents, don’t worry – you also have the option of mailing them. With that said, if you choose to mail documents to SSS, you will need a cover sheet, which you can print from the PFS Online. Mail your documents at least 10 days before the school deadlines to allow for delivery as well as processing time. You can find the regular and overnight mail addresses on the last page of this workbook.


Step 4: Manage Documents

Many schools require that families submit documents in addition to the PFS. After your PFS has beenprocessed, on the “Manage Documents” screen of the PFS Online, you can see which documents have been received and processed by SSS and which are still outstanding. From that same page, you can upload your documents online. After you submit and pay for your PFS, it will take up to 24 hours for it to process. Once it has been processed, you will be able to access the Manage Documents page. If your PFS has not yet been processed, you will receive a popup window message when you click on the purple "Manage Documents" page in the PFS Online.

Uploading Documents

Following the step-by-step instructions on the Manage Documents screen, you will:

1. Save each document that you intend to upload as a separate file.Each file may be up to 5.0MB in size. The files may be in any of the following formats: AdobeAcrobat PDF files; .jpg, .gif, or .tiff image files; or Microsoft Word or Excel files.

2. On the Manage Documents screen, click on “Browse.”A menu will appear that shows your computer’s folders. Locate the document to upload.

3. Click on “Upload Documents.”Once you have uploaded a document, it may not appear immediately in the "ReceivedDocuments" list on the Manage Documents page. It could take up to 24 hours for it to have been processed and appear as “Received.”

Mailing Documents

If you’re unable to upload your documents, don’t worry – you also have the option of mailing them. With that said, if you choose to mail documents to SSS, you will need a cover sheet, which you can print from the PFS Online. Mail your documents at least 10 days before the school deadlines to allow for delivery as well as processing time. You can find the regular and overnight mail addresses on the last page of this workbook.

14

Required Documents Cover Sheet

� Parents’ Financial Statement

� 2012 � 2013 1040, 1040A or 1040EZ

� 2012 � 2013 W2 Form

� 2012 � 2013 State Income Tax Form

� 2012 � 2013 Schedule C

� 2012 � 2013 1099 Form

� 2012 � 2013 4506 Form

� School/Organization Supplemental Form for

______________________________________________________ (LQFOXGH�IXOO�VFKRRO�QDPH�RU�666�FRGH�QXPEHU)

� Other Form

______________________________________________________

<RXU�+RXVHKROG�,QIRUPDWLRQ Complete this section fully so we may match your documents to your application.Enter name H[DFWO\ as it appears on tax/official forms.

If the school(s) to which you are applying has instructed you to send additional documents to SSS, please this cover sheet so we can match your documents to your PFS. Important tips to help us ensure safe and fast processing of your documents:

1. Enclose this Required Documents Cover Sheet.

2. Do not send original documents, just photocopies.

3. Please black out any bank account numbers and Social Security Numbers on your documents unless you are submitting IRS Form 4506 where an SSN is required.

4. If your document is smaller than a full-size sheet of paper (e.g., some W2s), copy it onto a full size sheet of paper or tape it to a full size sheet of paper.

5. Write your telephone number and Parent A’s name in the top margin of each document.

Mail to: School and Student ServicesPO Box 449Randolph, MA 02368-0449 USAFor overnight mail, use: School and Student Services, 437 Turnpike Street, Canton, MA 02021 USA

Enter your 2014-15 PFS Identification Number (example: L000XXXXXX):If you submitted your PFS previously, and you already received an email confirmation with a PFS ID number, enter that PFS ID number here.

Mail at least 10 DAYS before your school deadline!

<RXU�(QFORVHG�'RFXPHQWV Indicate which documents you are enclosing. Note: A State Tax form is different from a W2 form. Be sure you are enclosing the exact form a school has asked you to send, and mark off the correct box below.

&DOO��RU�HPDLO�VVV#QDLV�RUJ�ZLWK�TXHVWLRQV��)URP�RXWVLGH�RI�WKH�86�RU�&DQDGD�GLDO��

��²��To Apply For Financial Aid in Academic Year

Last Name

Pare

nt/G

uard

ian

B First Name

State/Province

Zip/PostalCodeCity

Country Date of Birth PPGG\\

Email Phone

Address Suite/Apt. No.

Last Name First Name

State/Province

Zip/PostalCodeCity

Country Date of Birth PPGG\\

Email Phone

Address Suite/Apt. No.

Pare

nt/G

uard

ian

A

15

Immediately after you pay for and submit your PFS, we share your information with the schools you indicated. Each school uses the SSS “Estimate of Family Contribution” as a starting point in determining your financial aid award. Each school makes its own financial aid decisions, based on its budget and policies.

From your Dashboard, click on “View Family Report” to read an explanation of how SSS calculated the amountyour family can contribute to educational expenses, and how schools will use that calculation as a starting point for making financial aid decisions. See a sample Family Report below.

Step Five: View Your Family Report


Step 5: View Your Family ReportImmediately after you pay for and submit your PFS, we share your information with the schools you indicated.Each school uses the SSS “Estimate of Family Contribution” as a starting point in determining your financial aid award. Each school makes its own financial aid decisions, based on its budget and policies.

From your Dashboard, click on “View Family Report” to read an explanation of how SSS calculated the amountyour family can contribute to educational expenses, and how schools will use that calculation as a starting point for making financial aid decisions. See a sample Family Report below.

1. SSS Determines “Discretionary Income.” To calculate your “Discretionary Income,” SSS takes your Income (the money you earn/receive) and subtractsNondiscretionary Expenses such as taxes and emergencies. It also considers a small portion of your Net Worth (your Assets minus your Debts) as potentially available for meeting your living expenses. SSS automatically subtracts an allowance for basic living expenses, based on your household size and the remainderis considered your Discretionary Income.

2. SSS recommends to schools your "Estimated FamilyContribution," the portion of your Discretionary Incomethat is available to pay for education for all your childrenenrolled in tuition-charging schools. If more than one ofyour children is applying to tuition-charging schools, thebasic expectation is that you can split your parent contribution evenly among them. Your Estimated Family Contribution also includes an expectation that some portionof savings in the student’s name will also be included withwhat the parents can contribute from their own resources.

3. The SSS analysis is often a starting point for aschool’s decision-making process, not the end of it. Based on their own policies and practice, it’s likely thatschools will adjust SSS’s suggested contribution. A fewexamples that might result in a school making an adjustment to SSS’s calculation:- A philosophy about a minimum amount that parents should be able to pay for educational expenses.- A school policy may require that in order to be eligible for aid, both parents earn income (unless they are caretakers or are disabled).- A school may not be able to afford the financial aid you qualify for, and ask you to pay more than the SSS calculation.- A school may review your home equity and/or other assets and debts differently than SSS.- A school might adjust the SSS calculation to consider costof living factors in your city or town.

4. Schools review your full PFS and may verify your information. Reviewing your entire PFS, includingyour explanations, helps school better understand your family’s financial picture. Most schools also compare the information you entered on your PFS with official documents, such as tax forms.

5. Each school decides how much financial aid it can/will award to your family. In making its decision about how much of your financial need it can meet, each school considers how much money it has available in its financial aid budget; how much it costs to attend its school (tuition, fees, books, etc.); and the school’s enrollment goals. Because schools differ in policy and budget, you may receive very different offers from schools. Read about some sample scenarios. If you have questions about how a school’s award was made, please contact the school's financial aid department.

1. SSS Determines “Discretionary Income.” To calculate your “Discretionary Income,” SSS takes your Income (the money you earn/receive) and subtracts Nondiscretionary Expenses such as taxes and emergencies. It also considers a small portion of your Net Worth (your Assets minus your Debts) as potentially available for meeting your living expenses. SSS automatically subtracts an allowance for basic living expenses, based on your household size and the remainder is considered your Discretionary Income.

2. SSS recommends to schools your “Estimated Family Contribution,” the portion of your Discretionary Income that is available to pay for education for all your children enrolled in tuition-charging schools. If more than one of your children is applying to tuition-charging schools, the basic expectation is that you can split your parent contribution evenly among them. Your Estimated Family Contribution also includes an expectation that some portion of savings in the student’s name will also be included with what the parents can contribute from their own resources.

3. The SSS analysis is often a starting point for a school’s decision-making process, not the end of it. Based on their own policies and practice, it’s likely that schools will adjust SSS’s suggested contribution. A few examples that might result in a school making an adjustment to SSS’s calculation:

• A philosophy about a minimum amount that parents should be able to pay for educational expenses.

• A school policy may require that in order to be eligible for aid, both parents earn income (unless they are caretakers or are disabled).

• A school may not be able to afford the financial aid you qualify for, and ask you to pay more than the SSS calculation.

• A school may review your home equity and/or other assets and debts differently than SSS.• A school might adjust the SSS calculation to consider cost of living factors in your city or town.

4. Schools review your full PFS and may verify your information. Reviewing your entire PFS, including your explanations, helps school better understand your family’s financial picture. Most schools also compare the information you entered on your PFS with official documents, such as tax forms.

5. Each school decides how much financial aid it can/will award to your family. In making its decision about how much of your financial need it can meet, each school considers how much money it has available in its financial aid budget; how much it costs to attend its school (tuition, fees, books, etc.); and the school’s enrollment goals. Because schools differ in policy and budget, you may receive very different offers from schools. If you have questions about how a school’s award was made, please contact the school’s financial aid department.

16

SSS School Codes

Alabama1220 The Altamont School1416 Athens Bible School1519 Bayside Academy164947 Evangel Christian Academy4937 Greengate School3876 Highlands School1884 Hilltop Montessori School1575 Holy Cross Episcopal School4015 Houston Academy4084 Indian Springs School906551 Macon-East Montgomery Academy5158 The Montgomery Academy2183 Prattville Christian Academy4621 Providence Christian School5992 Randolph School6510 Saint James School - Montgomery6699 Saint Luke’s Episcopal School2303 Shades Mountain Christian School7452 Springwood School900036 St. Paul’s Episcopal School7793 Tuscaloosa Academy7807 UMS-Wright Preparatory School1306 Westbrook Christian School

Alaska3259 Juneau Montessori School1005 Pacific Northern Academy

Arizona1208 All Saints’ Episcopal Day School4412 Atonement Lutheran School160379 The Caepe School171234 Camelback Desert School - Scottsdale3521 Green Fields Country Day School4871 International School of Arizona148554 International School of Tucson5032 New Way Learning Academy5578 The Orme School of Arizona5770 Phoenix Country Day7144 Satori School6481 St. Gregory College Preparatory School2831 Tesseract School151373 Trinity Lutheran School4464 Tucson Hebrew Academy7930 Verde Valley School

Arkansas4133 The Anthony School1637 Episcopal Collegiate School906977 The New School5936 Pulaski Academy7556 Subiaco Academy148241 Walnut Farm Montessori

California1157 Abraham Joshua Heschel Day School1098 Active Reading Clinic1358 The Archer School for Girls3775 Archway School1201 Army and Navy Academy165529 Aseltine School1414 The Athenian School1063 Aurora School2180 Barnhart School3720 The Bay School of San Francisco4521 Bayhill High School1520 Beacon Day School4998 Bel Air Presbyterian Preschool902023 Bentley School2486 Berkeley Hall School - Los Angeles161011 Berkeley Rose School - Berkley1598 The Berkeley School2904 Berkwood Hedge School3695 Besant Hill School1696 The Bishop’s School1710 Black Pine Circle School4800 Blessed Sacrament Parish School900212 Brandeis Hillel Day School - Marin Campus1789 Brandeis Hillel Day School-San Francisco

Campus4288 The Branson School1639 Bridges Academy1947 The Buckley School2178 Calvary Christian School4260 Camp Amgen2029 Campbell Hall4345 Canyon Heights Academy1393 Carden Arbor View School1315 The Carey School2105 Carlthorp School5043 Cascade Canyon School2152 Castilleja School2170 Cate School2212 Cathedral School for Boys

2248 Chadwick School2255 Chandler School2304 Charles Armstrong School1045 Children’s Day School2389 The Children’s School - La Jolla176059 The Children’s School - Mountain View2387 Child’s Primary School2460 Clairbourn School4979 Coastal Community Preschoool2485 The College Preparatory School172809 Concord Prep High School2636 The Country School2660 Crane Country Day School2545 Crestmont School1440 Crestview Preparatory School2676 Crossroads School2684 The Crowden School2681 Crystal Springs Uplands School1482 Curtis School2888 Drew School4882 Dunham Academy2914 Dunn School2954 Ecole Bilingue De Berkeley4308 The EPGY Online High School At Stanford

University147592 The Episcopal School of Los Angeles4271 Escuela Bilingüe Internacional7140 The Family School2274 The First School3172 Flintridge Preparatory School3190 Foothill Country Day School154173 Fountain Day School3265 Francis Parker School3274 French American International School5059 French American School of Silicon Valley1641 Georgiana Bruce Kirby Preparatory School160188 German International School of Silicon

Valley5081 Gideon Hausner Jewish Day School3407 The Gillispie School1429 The Girls’ Middle School3450 The Gooden School157586 Granada Islamic School5146 Grand Lake Montessori School3355 Greenwood School3664 The Hamlin School3706 Harbor Day School3711 The Harker School3736 Harvard-Westlake School3790 Head-Royce School3868 High Point Academy3883 Hillbrook School4629 Hillcrest Academy4717 Holden High School1332 Hollywood Schoolhouse4056 Idyllwild Arts Academy4069 Independent School Alliance for Minority

Affairs2516 Jewish Community High School of the Bay1853 Julia Morgan School For Girls4294 Katherine Delmar Burke School2902 Katherine Michiels School3041 Kehillah Jewish High School163997 The Kelter Center4375 Keys School4422 Kittredge School4444 La Jolla Country Day School4438 Laguna Blanca School174583 The Laureate School4630 Lick-Wilmerding High School1231 Live Oak School3451 Living Wisdom School1907 Lycee Francais La Perouse3920 Lycee International De Los Angeles3494 Making Waves Education Program4852 Marin Academy - San Rafael4858 Marin Country Day School - Corte Madera4861 Marin Horizon School4860 Marin Montessori School1362 Marin Primary & Middle School5378 The Marin School4875 Marlborough School4918 Marymount High School4917 Marymount of Santa Barbara4963 Maybeck High School4966 Mayfield Junior School4972 Mayfield Senior School5022 Menlo School171243 Merryhill School-Brookside161727 Merryhill School-Calvine171244 Merryhill School-Davis161729 Merryhill School-Millcreek171246 Merryhill School-Milpitas154292 Merryhill School-Park City

171242 Merryhill School-Pocket171245 Merryhill School-San Jose171241 Merryhill School-Sierra Gardens5074 Midland School3003 Mills College Childrens School1501 The Mirman School4751 Montclair Community Play Center148989 Monterey Bay Academy3300 Montessori De Terra Linda2529 Montessori Family School4873 Montessori in Redlands1867 Mount Madonna School5251 Mount Tamalpais School179163 Mt. Erie Christian Academy4812 Mulberry School156621 MUSE School176253 My Own Montessori School2198 New Horizon School4454 New Vista School5473 The Nueva School5483 Oak Grove School5505 Oakland Hebrew Day School5512 Oakwood School4868 Old Orchard School4219 One World Montessori5379 Orinda Academy3890 Orion Academy5609 Our Savior’s Lutheran Schooll1962 The Oxbow School3914 Pacific Boychoir Academy5658 Park Century School5669 Park Day School5687 Pasadena Waldorf School3397 Peninsula School161456 Peregrine School1436 The Phillips Brooks School5782 Pilgrim School5836 Polytechnic School5893 The Prentice School5898 Presidio Hill School7370 Prospect Sierra School5184 Providence High School5934 PS #1 Pluralistic School4482 The Quarry Lane School - Dublin Campus2978 Raskob Day School6020 Redwood Day School4439 The Renaissance School166110 Renaissance School For Arts And Sciences6032 The Rhoades School4281 Ring Mountain Day School6039 Rio Hondo Prep6042 Rio Lindo Adventist Academy6137 Rolling Hills Preparatory School7023 Sacramento Country Day School2120 Sage Hill School161677 Saint Aidan’s School6278 Saint Andrew’s Episcopal School2217 Saint Lukes Preschool3763 Saint Mark’s Episcopal School - Upland3853 Saint Mark’s School - Altadena6729 Saint Mark’s School - San Rafael6868 Saint Paul The Apostle7047 The Saklan School1698 San Diego French-American School7084 San Domenico School7099 San Francisco Day School3061 San Francisco Friends School7100 The San Francisco School7108 San Francisco University High School7109 San Francisco Waldorf School157259 Sand Hill School904267 Santa Barbara Middle School4844 Santa Fe Montessori School2301 Santa Lucia School2590 Schools of the Sacred Heart- Convent &

Stuart Hall2131 Sea Crest School1918 Sequoyah School2111 Seven Arrows Elementary School7276 The Seven Hills School4745 Shu Ren International School4093 Sierra Canyon School153327 Silverlake Independent Jewish Community

Center2714 SMART7422 South Peninsula Hebrew Day School4673 Spring Hill Montessori School160988 Squaw Valley Academy6372 St. Catherine’s Military Academy6715 St. Margaret’s Episcopal School6836 St. Matthew’s Episcopal Day School6838 St. Matthew’s Parish School6905 St. Paul’s Episcopal School3671 Stanbridge Academy

4240 Step One School7473 Stephen S Wise Temple Schools (Milken)6082 Stevenson School-Pebble Beach Campus &

Carmel Campus3377 Sugar Bowl Academy4040 Sunrise Montessori School173109 Sweetwater Spectrum3309 Tarbut V’Torah Community Day School7627 Tehiyah Day School174908 Temple Emanu-El Preschool902327 Temple Israel Of Hollywood Day School7648 The Thacher School7708 Town School for Boys7790 Turning Point School150973 UCI Child Development Center7861 The Urban School of San Francisco155850 Urban Schoolhouse1243 Valley Montessori School7938 Viewpoint School1457 Village School7949 Villanova Preparatory School135669 Walden Center and School8057 The Waverly School8080 The Webb Schools8108 Westerly School - Long Beach8158 Westridge School - Pasadena8103 Westside Neighborhood School8167 Westwood United Methodist Church

Preschool8210 The Willows Community School8269 Windward School4739 Woodland School8302 Woodside Priory School157833 Woodward U902016 Woolman Semester School8379 Yavneh Day School168912 Yew Chung International School of Silicon

Valley8386 York School

Colorado1183 Alexander Dawson School4727 Aspen Academy1403 Aspen Country Day School2218 Boulder Country Day School176139 Catalyst High School160710 Childrens Garden Montessori School2500 Colorado Academy2506 Colorado Rocky Mountain School2512 The Colorado Springs School3574 Denver Montclair International School4278 Evergreen Country Day School3244 Fountain Valley School of Colorado3490 Graland Country Day School907013 Havern School2096 High Mountain Institute4167 Jarrow Montessori School4324 Kent Denver School4670 The Logan School for Creative Learning2168 The Lowell Whiteman Primary School8188 The Lowell Whiteman School4340 Mackintosh Academy5167 Montessori School of Evergreen4256 Montessori School Of Washington Park5174 Montview Community Preschool and

Kindergarden5634 Paddington Station Preschool169380 The Peak School172496 Ricks Center for Gifted Children152866 September High School164499 Ski & Snowboard Club Vail6311 St. Anne’s Episcopal School, Inc.4901 St. Mary’s Academy7455 Stanley British Primary School1944 Telluride Mountain School5028 Temple Grandin School

Connecticut1450 Avon Old Farms School1627 Bi-Cultural Day School1912 Brunswick School2050 Canterbury School6718 Chase Collegiate School2362 Cheshire Academy2392 Choate Rosemary Hall149866 Chorus Angelicus1808 Cold Spring School1830 Connecticut Friends School2566 Convent of the Sacred Heart2632 The Country School901972 Covenant Preparatory School2942 Eagle Hill School906733 Easton Country Day School3076 The Ethel Walker School3100 Fairfield Country Day School

In the PFS, you will indicate the schools to which we should send your information. List the full school name, state abbreviation, and the SSS school code. Find all SSS codes below. The list is valid as of August 15, 2013. If you do not see a school listed, contact the school or find an updated list at sss.nais.org/go/ssscodes.

17

4353 The Farmington Valley Academy Montessori3191 The Foote School3220 The Forman School3900 Fraser Woods Montessori School3556 Greens Farms Academy3568 Greenwich Academy3580 Greenwich Country Day School173091 Greenwich Education Group’s School

Foundation, Inc.3628 The Gunnery3658 Hamden Hall Country Day School4707 Hartford Youth Scholars Foundation3963 Holy Cross High School900021 Hopkins School4012 The Hotchkiss School1937 Housatonic Valley Waldorf School5091 Hunter Montessori School4054 Hyde School-Woodstock4066 The Independent Day School4078 Indian Mountain School4336 Kent School - CT4408 King Low Heywood Thomas4414 Kingswood Oxford School4666 The Long Ridge School4672 Loomis Chaffee School4834 Marianapolis Preparatory School4888 The Marvelwood School4996 The Mead School5122 Miss Porter’s School5145 Montessori Discovery School2633 The Montessori School5176 Mooreland Hill School4224 Mountain Laurel Sudbury School5302 New Canaan Country School157044 The Nutmeg Conservatory for the Arts900029 Oxford Academy5708 Pear Tree Point School3209 Pierrepont School5800 Pine Point School5842 Pomfret School5952 Putnam Indian Field School3773 REACH Prep6016 The Rectory School6028 Renbrook School3065 Ridgefield Academy6194 Rumsey Hall School7060 Salisbury School1550 Solomon Schechter Day School - Greater

Hartford7420 South Kent School6697 St. Luke’s School6984 St. Thomas More School1733 The Stanwich School7558 Sutfield Academy7600 The Taft School7603 Talcott Mountain Academy7852 The Unquowa School2983 Washington Montessori School3056 Waterside School8050 Watkinson School8134 Westminster School8152 Westover School8182 Whitby School8222 The Williams School8314 Wooster School

Delaware1177 Albert Einstein Academy1366 Archmere Academy158916 Christ Church Episcopal Preschool2153 Hodson Services LLC2694 Immaculate Heart of Mary School1107 The Jefferson School4102 Layton Preparatory School5635 Padua Academy5784 The Pilot School, Inc.7054 Salesianum School7096 Sanford School6280 St. Andrew’s School6418 St. Elizabeth High School6825 St. Mary Magdalen7624 The Tatnall School7690 Tower Hill School7864 Ursuline Academy8236 Wilmington Friends School

District of Columbia1148 The Aidan Montessori School1522 Beauvoir, The National Cathedral

Elementary School1714 Black Student Fund2075 Capitol Hill Day School2045 CCBC Children’s Center2407 Christian Family Montessori School147996 The Community Preschool of the Palisades2956 Edmund Burke School900761 Emerson Preparatory School1530 The Field School3382 Georgetown Visitation Preparatory School3445 Gonzaga College High School163313 Harbor at Station Place4759 Higher Achievement Program2960 Just Us Kids4411 The Kingsbury Center4099 Little Folks School

4700 Lowell School4822 Maret School5272 National Cathedral School5273 National Child Research Center1322 National Presbyterian School2356 The River School2126 Saint Johns Episcopal Preschool5063 The School for Ethics and Global

Leadership900229 School For Friends7342 Sheridan School7366 Sidwell Friends School2041 Smithsonian Early Enrichment Center6256 St. Albans School6316 St. Anselm’s Abbey School5067 St. Columba’s Nursery School6856 St. Patrick’s Episcopal Day School3966 Takoma Childrens School8037 Washington International School

Florida5102 The Able Academy1411 Academy at the Lakes1035 The Academy At Ocean Reef1065 The Academy of the Holy Names1100 Admiral Farragut Academy163598 Allison Academy1523 Beaches Episcopal School1583 The Benjamin School1600 Berkeley Preparatory School1746 Boca Raton Christian School1750 The Bolles School1787 Bradenton Christian School5003 Brandon Academy Private School2053 Canterbury School-Fort Myers2135 Carrollwood Day School2743 Center for Education2414 Christian Home & Bible School2567 Community Christian School172992 Community Leadership Academy2550 Community School of Naples1034 Creative Learning Academy2672 Crestwell School3037 Episcopal School of Jacksonville3552 First Academy-Leesburg4143 First United Methodist School & Child Care

Center4460 Fisher Island Day School3180 Florida Air Academy1226 Genesis Preparatory School4879 Good Shepherd Day School - Punta Gorda4289 Good Shepherd Episcopal School3482 Grace Episcopal Day School3477 Grace School1643 Grandview Preparatory School3616 Gulf Stream School5076 Hale Academy3176 Holy Nativity Episcopal School2628 Independent Day School4156 Jacksonville Country Day School161815 Lawton Chiles Preparatory School1192 Maclay School3425 Montverde Academy1003 Morningside Academy174311 New Horizon Academy5612 The Out-of-Door Academy158738 Oxbridge Academy of the Palm Beaches161733 Paladin Academy2106 Palm Harbor Montessori Academy4653 Peniel Baptist Academy5793 Pine Crest Preparatory School - Boca Raton

Campus5794 Pine Crest School6848 The Pine School6077 Robert F. Munroe Day School6286 Saint Andrew’s School6412 Saint Edward’s School1472 Saint Paul Lutheran School6911 Saint Philip’s Episcopal School7110 San Jose Episcopal Day School7225 Seacrest Country Day School7357 Shorecrest Preparatory School150249 Solid Rock Community School7434 Spanish River Christian School6265 St. Andrew’s Episcopal Academy2288 St. James Episcopal School6544 St. Johns Country Day School6566 St. John’s Episcopal Parish Day School6728 St. Mark’s Episcopal Day School6731 St. Mark’s Episcopal School7567 Summit Christian School1909 Sweetwater Episcopal Academy7612 Tampa Preparatory School3458 Temple Beth Sholom7728 Trinity Christian Academy142961 Trinity Christian Academy - Jacksonville4554 Tuskawilla Montessori Academy7815 Unity School4982 The Weiss School

Georgia1080 Arbor Montessori School2177 Atlanta Girls’ School1418 Atlanta International School4938 Atlanta Montessori International School

1410 Atlanta Speech School4607 The Bedford School1585 Ben Franklin Academy1813 Brenau Academy1885 Brookstone School1113 Brookwood School169628 Carrington Academy139564 Casa Dei Bambini Montessori School155182 Change Your Brain Foundation3224 The Children’s School180142 The Community School2419 Christian Heritage School2132 Cliff Valley School168024 Cornerstone Christian Academy3446 Covenant Academy175949 Cross of Life Christian Montessori School167185 Crossroads Christian School2734 Darlington School904841 Deerfield-Windsor School160210 Duluth Montessori School904843 Eagle’s Landing Christian Academy3018 Episcopal Day School-GA3699 Excel Christian Academy1188 First Montessori School of Atlanta1938 Frederica Academy3284 Friends School of Atlanta3346 The Galloway School3363 Gatewood Schools3573 Harbour Oaks Montessori School901845 Heritage Preparatory School3838 The Heritage School3854 High Meadows School4208 The Hirsch Academy3970 Holy Innocents’ Episcopal School1352 Holy Spirit Preparatory School4020 The Howard School3913 King’s Ridge Christian School169997 Kipp South Fulton Academy4437 LaGrange Academy4484 Lakeview Academy904164 Landmark Christian School3207 The Lionheart School4696 The Lovett School4870 Marist School177266 The Meliora School for Early Learning145057 Montessori In Town4957 Montessori School At Emory3048 Montessori School Of Rome3387 Mount Vernon Presbyterian School2446 Mt. Bethel Christian Academy5626 Pace Academy5638 The Paideia School5772 Piedmont Academy5795 Pinecrest Academy5974 Rabun Gap-Nacoochee School4743 Redeemer Episcopal Academy6060 Riverside Military Academy2925 Saint Francis Day School1509 Savannah Christian Prep School7150 Savannah Country Day School904361 The Schenck School2875 Seigakuin Atlanta International School2879 St. Martin’s Episcopal School1413 Stratford Academy138072 Swift School7605 Tallulah Falls School3013 Tattnall Square Academy904884 Tiftarea Academy7771 Trinity School1777 Valwood School175609 Village Montessori School3770 The Waldorf School of Atlanta8008 The Walker School1495 Wesleyan School3561 Westminster Christian Academy8140 The Westminster Schools8136 Westminster Schools of Augusta5255 Whitefield Academy2324 Windsor Academy155772 Woodlee’s Christian Academy

Guam6553 Saint John’s School

Hawaii 1290 Angels At Play Preschool and Kindergarten1408 Assets School2240 Central Union Preschool & Kindergarten2403 Christian Academy904946 Christian Liberty School176998 Global Technology High School4988 Good Shepherd Preschool & Kindergarten3645 Haleakala Waldorf School3682 Hanahau’oli School4821 Hanalani Schools3766 Hawaii Preparatory Academy904973 Ho’ala School173686 Hoaloha Kai Montessori School3976 Holy Nativity School1245 Hongwanji Mission School155627 Huakailani School3751 Hualalai Academy4144 Iolani School3467 Island Pacific Academy904978 Kahili Adventist School

2930 Kamehameha Schools Financial Aid and Scholarship Programs

4911 Kona Adventist Christian School4515 La Pietra - Hawaii School for Girls4576 Le Jardin Academy4730 Lutheran High School of Hawaii4913 Maryknoll School904992 Mauna Loa School1439 Mid-Pacific Institute5152 Montessori Community School906526 Montessori Education Center of Hawaii5159 Montessori Hale O Keiki5151 Montessori School of Maui8392 Natural Bridges904997 Navy Hale Keiki School5608 Our Redeemer Lutheran School3464 Pacific Buddhist Academy5662 Parker School2076 Punahou School6274 Saint Andrew’s Priory School7222 Seabury Hall6733 St. Mark Lutheran School7925 Variety School of Hawaii2293 Waimea Country School

Idaho165712 Alzar School4112 The Childrens School Of Boise2547 The Community School1050 Foothills School of Arts and Sciences176268 The Learning Academy of Teton Valley, Inc.148209 The Mountain School5822 Pioneer Montessori School1130 Riverstone International School146378 The Sage School157793 Summit Academy3530 Teton Valley Community School

Illinois1289 The Ancona School156240 Aurora Central Catholic High School1444 The Avery Coonley School1460 Baker Demonstration School171236 Chesterbrook Academy2378 Chicago City Day School2409 Christian Heritage Academy3503 The Cove School1271 Crystal Lake Montessori School3193 Da Vinci Academy2327 Daniel Murphy Scholarship Fund1203 Daystar School2962 Elgin Academy3969 Everest Academy of Lemont4249 Judah Christian School4450 Lake Forest Academy4456 Lake Forest Country Day School4876 Marmion Academy5398 The North Shore Country Day School4638 Northern Kane Educational Corp.2317 Peoria Academy2663 Quest Academy6181 Roycemore School1090 Sacred Heart Schools177314 St. Mary’s School162761 St. Peter Catholic School3501 Westminster Christian School8284 Woodlands Academy of the Sacred Heart

Indiana2056 The Canterbury School2172 Cathedral High School2686 Culver Academies144418 Culver Summer Schools and Camps3088 Evansville Day School900022 The Howe School4138 International School of Indiana4209 Midwest Academy of Indiana901375 Oak Farm Montessori School5571 The Orchard School5683 Park Tudor School1991 Saint Mary Of The Knobs Catholic School6916 St. Richard’s School174095 Todd Academy, Inc.1046 Trinity Lutheran School7760 Trinity School At Greenlawn2715 University High School of Indiana

Iowa2565 Cono Christian School3579 Montessori School Of Iowa City6652 Rivermont Collegiate

Kansas1591 Berean Academy2739 Horizon Academy4055 Hyman Brand Hebrew Academy7682 Topeka Collegiate School7724 Trinity Academy8200 Wichita Collegiate School1931 Wichita Montessori School

Kentucky1067 Capital Day School4618 The Lexington School900026 Louisville Collegiate School4488 Northern Kentucky Montessori Center, Inc.7162 Sayre School

18

5089 Summit Academy of Greater Louisville7816 University Heights Academy7944 Villa Madonna Academy

Louisiana161076 Abeona House Child Discovery Center1384 Ascension Episcopal School149749 Audubon Charter School3619 Episcopal Community Services3028 Episcopal High School of Baton Rouge4150 Isidore Newman School4681 Louise S. McGehee School5050 Metairie Park Country Day School5313 New Orleans Jewish Day School5584 Ouachita Christian School2552 Saint John Elementary School/Hanson7418 Southfield School6271 St. Andrew’s Episcopal School6746 St. Martin’s Episcopal School

Maine1401 Ashwood Waldorf School1517 The Bay School1624 Berwick Academy1792 Breakwater School1840 Bridgton Academy4749 Brixham Montessori Friends School4788 Chewonki Semester School3122 Children’s House Montessori School4932 Coastal Studies for Girls4315 Cocoons Day School905124 Deck House School905125 Foxcroft Academy3340 Fryeburg Academy900380 George Stevens Academy3460 Gould Academy3826 Hebron Academy4603 Hyde School3140 John Bapst Memorial High School4354 Kents Hill School144747 L’Ecole Française du Maine2736 Levey Day School4785 Maine Central Institute4826 Mount Merici School5422 North Yarmouth Academy4929 Thornton Academy4869 Washington Academy8068 Waynflete School

Maryland1060 Academy of The Holy Cross162465 Alim Academy178967 All Saints Preschool1355 Archbishop Spalding High School1475 Baltimore Educational Scholarship Trust

(BEST)1494 The Barnesville School1497 Barrie School1786 The Boys’ Latin School of Maryland1924 The Bryn Mawr School1960 Bullis School1975 Butler School4905 Cambridge Christian Academy1922 Cambridge School2853 Chelsea School2358 Chesapeake Montessori School2423 Christ Episcopal School2561 Concord Hill School2564 Connelly School of the Holy Child2638 The Country School3405 Eagle Cove School / Gibson Island Country

School3001 Emmanuel Lutheran School3090 Evergreen School4170 Fairhaven School146694 Feynman School Inc1839 The Fourth Presbyterian School3305 Friends Meeting School3951 Friendship School3376 Georgetown Preparatory School905522 German School of Washington, D.C.3412 Gilman School3430 Glenelg Country School3479 Grace Episcopal Day School3505 Green Acres School3634 The Gunston School3735 Harford Day School4014 Harford Friends School1305 The Highlands School3958 The Holton-Arms School, Inc.3989 Holy Trinity Episcopal Day School4077 Indian Creek School1427 Institute of Notre Dame4168 Jemicy School4213 The John Carroll School3288 Junior Tennis Champion Center1668 Katherine Thomas School4348 Kent School4372 The Key School901546 KIPP Ujima Village Academy4504 Landon School4720 Loyola Blakefield4835 Marion Burk Knott Schlshp Fund4946 Maryvale Preparatory School4750 McDonogh School1905 Mercy High School

4306 Montessori International Childrens House4317 The Montessori School of Westminster3413 The Nora School5425 Norwood School5525 The Odyssey School5542 Oldfields School155486 Olney Adventist Preparatory School5668 The Park School of Baltimore5980 Radcliffe Creek School4162 Reid Temple Christian Academy6136 Roland Park Country School6514 Saint James School6559 Saint John’s Catholic Prep2939 Saint Johns Parish Day School2573 Saint Margaret Parish School3319 Saint Margarets Day School7090 Sandy Spring Friends School3204 Seneca Academy7288 Severn School4292 The Siena School6266 St. Andrew’s Episcopal School6264 St. Andrew’s United Methodist Day School6315 St. Anne’s School of Annapolis6506 St. James Academy6555 St. John’s Episcopal School6747 St. Martin’s Lutheran Church and School1001 St. Mary’s Schools6880 St. Paul’s School for Boys6892 St. Paul’s School for Girls6994 St. Timothy’s School5645 St. Vincent Pallotti High School7762 Trinity School3125 Trinity School Of Frederick4692 University of Maryland - Center for Young

Children8002 The Waldorf School of Baltimore1719 Washington Christian Academy8036 Washington Episcopal School8044 Washington Waldorf School8146 West Nottingham Academy3476 The Wilkes School at Grace and St. Peter’s8294 The Woods Academy3302 Wye River Upper School

Massachusetts2421 Abundant Life Christian School1033 The Academy At Charlemont1036 Academy Hill1123 The Advent School5141 Alhuda Academy2729 Andover School of Montessori1330 Applewild School1422 Atrium School1480 Bancroft School141018 The Barn Nursery School4269 Beacon Academy3238 Beacon Hill Nursery School1528 Beaver Country Day School1558 Belmont Day School1564 Belmont Hill School1570 The Bement School1606 Berkshire Country Day School1612 Berkshire School178115 Boston Children’s School3199 Boston Trinity Academy1761 Boston University Academy3254 Bridgeview Montessori School1852 Brimmer and May School1882 Brooks School1888 Brookwood School1930 Buckingham Browne & Nichols School2761 Buxton School2014 Cambridge Friends School2020 Cambridge School of Weston2074 Cape Cod Academy2134 The Carroll School2278 Chapel Hill-Chauncy Hall School2308 Charles River School2368 The Chestnut Hill School2464 Clarke School For The Deaf2539 The Common School2542 Commonwealth School2560 Concord Academy2698 Cushing Academy2728 Dana Hall School2764 Dedham Country Day School2770 Deefield Academy2794 Derby Academy2842 Dexter-Southfield Schools2938 DYNAMY Internship Year, Inc903328 Eagle Hill School Foundation of MA, Inc.2944 Eaglebrook School154942 Eastern Point Day School172318 Edward W. Brooke Charter School1110 Eliott Pearson Children’s School3245 Epiphany School3113 Falmouth Academy3130 Fay School3133 Fayerweather Street School3136 The Fenn School3148 The Fessenden School1405 Frances Jacobson Early Childhood Center1058 Friends Academy5318 Gann Academy3139 German International School Boston, Inc.

3432 Glen Urquhart School3466 The Governor’s Academy3598 Groton School3908 Hillside School5149 INLY School4767 Inn Street Montessori School4193 Jewish Community Day School, Inc4553 John Winthrop School for Young Children3218 Kingsley Montessori School4500 Landmark School4552 Lawrence Academy1477 Learning Project Elementary School1071 Lesley Ellis School4612 Lexington Christian Academy4615 Lexington Montessori School4119 Linden Hill School4762 The MacDuffe School4985 The Meadowbrook School of Weston2108 Meeting House Montessori School3702 Meridian Academy3117 MetroWest Jewish Day School5068 Middlesex School5098 Milton Academy5120 Miss Hall’s School2381 Montessori School Of Northampton4147 Mount Hope Christian School3107 Nantucket Lighthouse School2693 Nantucket New School5267 Nashoba Brooks School of Concord5314 Newman School5332 Newton Country Day School of the Sacred

Heart5368 Noble and Greenough School3803 North Shore Nursery School5392 Northfield Mount Hermon School5434 Notre Dame Academy3115 Oak Meadow Montessori School3824 Odyssey Day School1397 Old Colony Montessori School5674 The Park School4441 Park Street School5758 Phillips Academy5771 The Phoenix School5776 The Pike School5792 The Pine Cobble School Inc.5818 Pingree School4801 Pioneer Valley Montessori School6007 Rashi School2967 The Riverbend School6058 The Rivers School3184 Riverview School6178 The Roxbury Latin School3609 Roxbury Preparatory Charter School6212 The Sage School3841 Sandwich Montessori School7216 School Year Abroad7306 Shady Hill School7354 Shore Country Day School7382 Smith College Campus School4021 Spruce Street Nursery School6730 St. Mark’s School6934 St. Sebastian’s School3676 St. Stephen’s Armenian Elementary School0752 The Steppingstone Foundation7504 Stoneleigh-Burnham School7594 Tabor Academy7630 Tenacre Country Day School7654 Thayer Academy4010 The Tobin School7686 Touchstone Community School7696 Tower School157165 The Tremont School146928 Trivium School3776 Waldorf High School Of Massachusetts Bay8005 Waldorf School - Lexington1518 Waldorf School Of Cape Cod8014 Walnut Hill School for the Arts8030 Waring School8206 Wilbraham & Monson Academy8230 The Williston Northampton School8242 The Winchendon School8266 The Winsor School8312 Woodward School for Girls8320 Worcester Academy

Michigan1293 Ann Arbor Christian School2232 Cedar Crest Academy2656 Cranbrook Schools2825 Detroit Waldorf School2990 Emerson School1232 Everest Academy4562 French School of Detroit3538 Greenhills School1404 Hebrew Day School Of Ann Arbor4166 Japhet School4276 Kalamazoo Country Day School4970 Kazoo School4145 Lakes Area Montessori Center4570 The Leelanau School5160 The Montessori School905739 New Morning School5407 Northville Christian School905091 Notre Dame Preparatory School/Marist1262 Okemos Montessori Radmoor School

4619 The Pathfinder School6130 The Roeper School6830 St. Mary’s Preparatory School1375 Summers-Knoll School7828 University Liggett School3983 The Yes Foundation

Minnesota170708 Adult Training and Habilitation Center5111 Amos and Celia Heilicher Minneapolis

Jewish Day School1620 Bethany Academy1726 The Blake School1804 Breck School173665 Cathedral High School and Middle School4121 Children’s Workshop Montessori2596 Convent of the Visitation School164574 Erik’s Ranch148542 Footprints Academy3327 Friends School of Minnesota2988 Lake Country School1296 Marshall School5112 Minnehaha Academy2838 Minnesota Waldorf School5208 Mounds Park Academy2722 Oak Hill Montessori School7324 Shattuck-St. Mary’s School178857 Spirit of the Lake Community School3615 St. Croix Montessori6862 St. Paul Academy and Summit School4316 Sunny Hollow Montessori7765 Trinity School At River Ridge

Mississippi1849 The Baddour Center3534 Brookhaven Academy2363 Coast Episcopal School4158 Jackson Academy4157 Jackson Preparatory School2027 Lamar School3602 Pillow Academy3393 Presbyterian Christian Schools6268 St. Andrew’s Episcopal School

Missouri1498 The Barstow School4559 Central Christian School2237 Central Institute for the Deaf2432 Churchill Center & School for Learning

Disabilities1561 Columbia Independent School2548 Community School154894 Discovery Garden Montessori School4575 The Fulton School At St. Albans1659 H.F. Epstein Hebrew Academy2480 Heritage Classical Christian Academy4216 John Burroughs School149068 La Petite Ecole1553 Louis and Sarah Block Yeshiva High School5908 The Principia2735 Providence Classical Christian Academy6133 Rohan Woods School6149 Rossman School6624 Saint Joseph Institute for the Deaf2272 Saul Mirowitz Jewish Community Day

School7665 Thomas Jefferson Independent Day School7666 Thomas Jefferson School1093 Visitation Academy1009 Westminster Christian Academy8197 Whitfield School8240 The Wilson School

Montana4109 Bozeman Summit School146518 Grace Montessori Academy3957 Great Beginnings Montessori School1768 Headwaters Academy3099 Missoula International School4990 Next Step Prep--The Academy for Musical

Theatre2395 Sussex School

Nebraska1900 Brownell-Talbot School

Nevada150061 Abundant Life Christian Academy1199 The Dr. Miriam and Sheldon G. Adelson

Educational Campus4349 The Henderson International School3142 Lake Tahoe School176319 Legacy Christian School4993 The Meadows School161731 Merryhill School-Durango171247 Merryhill School-Summerlin2549 Mountain View Montessori School4532 Solomon Schechter Day School of Las

Vegas171249 Southern Highlands Preparatory

New Hampshire166255 The Beech Hill School1828 Brewster Academy2080 Cardigan Mountain School152943 Cardigan Mountain School Summer Session2800 The Derryfield School

19

2890 Dublin School4572 Heronfield Academy3878 High Mowing School3946 Holderness School162913 Hollis Montessori School3581 Immaculate Heart of Mary School4390 Kimball Union Academy5308 New Hampton School4231 Oliverian School5764 Phillips Exeter Academy5914 Proctor Academy7125 Sant Bani School2782 Shaker Road School6886 St. Paul’s School7678 Tilton School171613 The Walden School3067 The Well School8194 The White Mountain School3929 Woodland Community School

New Jersey3024 Academy of Our Lady142989 The Albrook School1214 All Saints Episcopal Day School1221 The American Boychoir School4874 An-Noor Academy3894 Apple Montessori Schools1581 Benedictine Academy1592 Bergen Catholic High School901875 Bilingual Buds1720 Blair Academy2406 Christian Brothers Academy2650 The Craig School2788 Delbarton School6808 Doane Academy2885 Don Bosco Preparatory High School2932 Dwight-Englewood School2977 The Ellison School144899 French American School of Princeton4258 Friends of Montessori Foundation3798 Hebrew Academy Of Morris County4042 The Hun School of Princeton4330 Kent Place School4714 Lacordaire Academy4564 The Lawrenceville School4265 Madison Montessori School176345 Miftaahul Uloom Academy171248 Montessori Country Day5182 Moorestown Friends School5200 Morristown-Beard School5236 Mount Saint Mary Academy5259 Mustard Seed School5310 New Jersey Seeds5296 Newark Academy5016 The Newgrange Educational Outreach

Center4385 Noor Ul Iman905389 Oak Hill Academy2195 Orchard Friends School5716 Peddie School2801 Pennington Montessori School2201 Princeton Academy of the Sacred Heart5905 Princeton Friends School5944 Purnell School6000 Ranney School2305 The Red Oaks School6202 Rutgers Preparatory School7265 Seton Hall Preparatory School6373 St. Catharine School6912 St. Philip’s Academy7534 Stuart Country Day School of the Sacred

Heart7954 Villa Victoria Academy7958 Villa Walsh Academy7963 The Village School4389 Vincent S Mastro Montessori Academy4089 Westfield Friends School4019 Westmont Montessori School8204 Wight Foundation Inc8239 The Wilson School900952 The Winston School8271 The Winston School4548 Yeshiva At the Jersey Shore165542 Young World Day School

New Mexico1180 Albuquerque Academy1757 Bosque School2812 Desert Academy4368 Desert Montessori School3036 Escuela Del Sol Montessori158646 La Puerta School for the Arts, Sciences and

Agriculture2759 Little Earth School4810 Manzano Day School5020 Menaul School6038 Rio Grande School7079 Sandia Preparatory School1793 Santa Fe Girls School7138 Santa Fe Preparatory School7139 Santa Fe Waldorf School150351 Secondary Learning Center4421 Sikh Dharma Education International1120 Solomon Schechter School-Albuquerque7882 United World College-USA

New York1024 A Better Chance, Inc.167787 A. Fantis Parochial School1032 The Abraham Joshua Heschel School1162 The Albany Academies156061 All Souls School161288 Avenues:The World School4974 Barrow Street Nursery School At Greenwich

House171282 Beginnings Nursery School174245 Bilingual Buds1630 The Birch Wathen Lenox School1684 Bishop Loughlin Memorial High School1741 Blue Rock School4837 Blue School1780 Boys Club Of New York1795 The Brearley School1834 The Brick Church School157945 Broadway Presbyterian Church Nursery

School3924 Brooklyn Free Space1874 Brooklyn Friends School4339 The Brooklyn Waldorf School156169 The Brownstone School1942 Buckley Country Day School1984 The Caedmon School1996 The Calhoun School2290 The Chapin School1163 Chelsea Day School3240 Chemung Valley Montessori2449 City and Country School2473 Cobblestone School2488 Collegiate School2518 Columbia Grammar and Preparatory School901882 The Co-Op School2605 Corlears School2716 The Dalton School2740 Darrow School162907 The Day School At Christ And Saint

Stephen’s1845 De La Salle Academy2847 Diller-Quaile School Of Music2878 The Doane Stuart School3977 Dominican Academy2584 The Downtown Little School2926 Dutchess Day School903878 The Dwight School2946 Early Steps Incorporated2950 East Woods School145161 Ecole Internationale de New York2980 Elmwood Franklin School2998 Emma Willard School3029 The Episcopal School in the City of New

York3167 First Presbyterian Church Nursery School3286 Friends Academy3334 Friends Seminary4391 Gateway Academy1111 Genesee Country Christian School4428 George Jackson Academy1674 German School New York1815 The Gow School3834 Grace Church School3015 Grace Day School3562 The Green Vale School3640 Hackley School1759 Hannah Senesh Community Day School3705 Harbor Country Day School3712 The Harley School3742 The Harvey School149101 Hawk Meadow Montessori School3850 The Hewitt School145096 High Meadow School5560 Holy Child Academy3994 Hoosac School4006 Horace Mann School4255 The IDEAL School Of Manhattan4757 International School of Brooklyn4704 Ithaca Waldorf School2438 The Kew-Forest School4382 The Kildonan School5106 La Scuola D’Italia Guglielmo Marconi176388 The Lang School4527 Lasalle Institute900046 Lawrence Woodmere Academy4242 Leman Manhattan Preparatory School4664 Little Red School House and Elisabeth Irwin

High School (LREI)5007 Long Island Hebrew Academy4723 Loyola School152062 The Mandell School4804 Manlius Pebble Hill School4555 Maple Street School4813 Maplebrook School1154 Mary McDowell Friends School4942 Marymount School of New York4948 The Masters School5092 Millbrook School3980 Montclare Children’s School5001 Montessori School of Manhattan4609 Mountain Laurel Waldorf School905259 Nardin Academy5275 National Sports Academy at Lake Placid5362 The Nightingale-Bamford School

5377 The Norman Howard School5386 North Country School5416 Northwood School5518 Oakwood Friends School5563 Oliver Scholar Program2534 Open House Nursery School5610 Our Saviors Lutheran School5632 The Packer Collegiate Institute903930 The Parents League of New York, Inc5663 Park Ave Christian Church Day School155385 Park Avenue Methodist Day School1783 The Park School (Buffalo)1031 Philosophy Day School2203 Plymouth Church School3809 Portledge School5878 Poughkeepsie Day School5895 Prep for Prep4285 Randolph School6033 Resurrection Episcopal Day Sch2386 Rivendell School - Brooklyn6052 Riverdale Country School6080 Robert Louis Stevenson School6128 Rodeph Sholom School145738 Roosevelt Island Day Nursery6208 Rye Country Day School6312 Saint Ann’s School6321 Saint Anthonys High School6388 Saint David’s School8403 Saint Ignatius Loyola School1656 Saint John Villa Academy164479 Saint Mary’s Community Preschool2398 Saint Thomas Choir School159013 The Saul and Carole Zabar Nursery School

at the JCC in Manhattan7198 School of the Holy Child146316 Sinai Academy7444 The Spence School138117 The Speyer Legacy School6358 St. Bernard’s School6436 St. Francis Prep School7458 Staten Island Academy1940 Stephen Gaynor School7510 The Stony Brook School900040 The Storm King School1730 Susan Odell Taylor School900106 TEAK Fellowship158642 Third Street Music School7714 The Town School2746 Trevor Day School7722 Triform Enterprises, Ltd7768 Trinity School7750 Trinity-Pawling School7798 Tuxedo Park School4003 Twin Parks Montessori School4581 United Nations International School7878 Ursuline School4697 Vincent Smith School1081 The Waldorf School of Garden City8039 Washington Market School1337 West Side Montessori School8101 Westbury Friends School2526 The Williamsburg Neighborhood Nursery

School142877 Williamsburg Northside School8268 Windward School2047 Winston Preparatory School167936 Woodside Pre School2461 Yeshiva University High School163848 York Avenue Preschool1977 York Preparatory School

North Carolina2798 American Hebrew Academy5018 Anami Montessori School1370 Arendell Parrott Academy1373 Arthur Morgan School1396 Asheville School1745 B’nai Shalom Day School4529 Camp Greystone2044 Camp Mondamin/Green Cove1981 Cannon School2123 Carolina Day School179384 Cedarwood Academy2318 Charlotte Christian School2320 Charlotte Country Day School2338 Charlotte Latin School4919 Charlotte Preparatory School6030 Charlotte United Christian Academy161720 Chesterbrook Academy-Cary171237 Chesterbrook Academy-Charlotte137298 Chesterbrook Academy-Raleigh2428 Christ School1573 Christian Montessori School At Lake

Norman2640 Covenant Day School4245 Davidson Day School1915 Dore Academy3068 Emmanuel Lutheran School3134 Fayetteville Academy4205 The Fletcher Academy3226 Forsyth Country Day School154974 French Broad River Academy4616 Friends School of Charlotte4502 The Elon School3514 Greenfield School

176542 Greensboro Tennis Foundation4520 Hanger Hall3858 Hickory Day School4202 International Montessori School4401 Lawrence Academy144152 The Learning Community School5148 Montessori Community School149177 Odyssey Community School2919 The Outdoor Academy/Eagle’s Nest

Foundation4503 Palisades Episcopal School5773 The Piedmont School5932 Providence Day School162827 Ramah Christian Classical School6010 Ravenscroft School6124 Rocky Mount Academy1321 Saint Mary’s School7048 Salem Academy1908 Salisbury Academy6995 St. David’s School1028 St. Timothy’s School7570 Summit School2144 Trinity Episcopal School8062 Wayne Country Day School8104 Westchester Country Day School4263 Woodlawn School173358 Xtreme Lacrosse

Ohio 4364 The Academy At Minds in Motion1292 Andrews Osborne Academy174966 Antioch School1619 Bethel Christian Academy2068 Canton Country Day School162078 Central College Christian Academy2434 Cincinnati Country Day School2530 The Columbus Academy1445 Columbus Jewish Day School2536 Columbus School for Girls3418 Gilmour Academy3498 Grand River Academy165317 Hanna Perkins School3748 Hathaway Brown School3778 Hawken School149142 Helping Hands Center for Special Needs1312 Hillel Academy of Greater Dayton3961 Holy Angels Catholic School4540 Laurel School4573 Lehman High School4842 The Lippman School4914 Mansion Day School5058 Miami Montessori School1156 Miami Valley Christian Academy5062 The Miami Valley School4729 Montessori High School At University Circle5150 Montessori School At Holy Rosary2576 The New School7270 The Seven Hills School7564 The Summit Country Day School7840 University School2279 Village Academy Schools8096 The Wellington School8110 Western Reserve Academy

Oklahoma3835 Heritage Hall3952 Holland Hall School147841 Mission Academy6054 Riverfield Country Day School145814 Stonebridge Academy3768 Trinity School174920 University School at The University Of Tulsa8135 Westminster School

Oregon1875 Abiqua School1662 Ashbrook Independent School900152 Cascades Academy of Central Oregon2230 Catlin Gabel School150897 Creative Children’s Center2275 French American International School2332 Gately Academy2328 German American School of Portland1230 Montessori School/ Beaverton1529 Neskowin Valley School2690 The Northwest Academy1122 Oak Hill School4926 Open Montessori Initiative5572 Oregon Episcopal School174037 OSF Summer Seminar for High School

Juniors5628 Pacific Crest Community School4711 Park Academy1880 Riverdale School District4113 Seven Peaks School4222 The Siskiyou School4829 Sunstone Montessori School - Elementary

Campus171250 Touchstone School3953 Westside Christian High School

Pennsylvania4415 Academy in Manayunk1044 Academy of Notre Dame de Namur175119 Accel Community Cyber Program1138 The Agnes Irwin School

20

12

1287 Ancillae-Assumpta Academy167485 Arch Street Preschool4701 Armenian Sisters Academy4369 ATG Learning Academy2773 The Bala House Montessori School1468 The Baldwin School1062 Benchmark School1936 Buckingham Friends School1010 Camphill Special School1491 The Campus School of Carlow University900011 Carson Long Military Academy3062 Central Philadelphia Monthly Meeting of the

Religious Society of Friends171239 Chesterbrook Academy-Phoenixville171238 Chesterbrook Academy-West Chester2425 Christopher Dock Mennonite School2429 The Church Farm School2453 City Music Center of Duquesne University901208 Community Partnership School4590 The Cooperative Nursery School2625 Country Day School of the Sacred Heart2665 The Crefeld School2787 Delaware Valley Friends School2836 Devon Preparatory School2974 The Ellis School3016 The Episcopal Academy3034 Erie Day School900015 Fox Chapel Country Day School3275 French International School of Philadelphia3298 Friends’ Central School3325 Friends School Haverford3328 Friends Select School3365 Gateway School of the Lehigh Valley3364 George School3394 Germantown Academy2384 Gladwyne Montessori School3455 Goshen Friends School3253 Greene Street Friends School3972 Greene Towne School3586 Grier School905186 Gwynedd Mercy Academy Elementary

School2976 Gwynedd Mercy Academy High School3724 Harrisburg Academy3754 The Haverford School3898 The Hill School2482 Hill Top Preparatory School3907 The Hillside School7204 Holy Child Academy3967 Holy Ghost Preparatory School2258 Jewish Day School of the Lehigh Valley4396 Kimberton Waldorf School4420 The Kiski School4523 La Salle College High School4498 Lancaster Country Day School3546 Lansdowne Friends School4646 Linden Hall4798 Malvern Preparatory School4984 The Meadowbrook School4999 Media-Providence Friends School5026 Mercersburg Academy174431 Mill Creek School1068 The Miquon School176045 Monsignor Bonner & Archbishop

Prendergast Catholic High School3019 Montessori Academy of Chambersburg3486 The Montessori School5188 Moravian Academy2459 Mount Saint Joseph Academy5322 New School Of Lancaster5338 Newtown Friends School5424 Norwood Fontbonne Academy5735 Penn View Christian School5740 Perkiomen School3863 The Phelps School5746 Phila Monthly Meeting of Friends5752 The Philadelphia School5828 Plumstead Christian School3786 Plymouth Meeting Friends School905193 Project Learn School5954 The Quaker School At Horsham1712 River Valley Waldorf School6145 Rosemont School of the Holy Child6219 Saint Aloysius Academy4566 Saint Basil Academy2617 The School in Rose Valley7312 Shady Side Academy7348 The Shipley School7390 Solebury School7450 Springside Chestnut Hill Academy6406 St. Edmund’s Academy6910 St. Peter’s School3998 State College Friends School2166 Steppingstone Scholars Program4579 Stratford Friends School7578 Susquehanna Waldorf School7582 The Swain School3652 TALK Institute and School166946 The University School7858 Upland Country Day School900044 Valley Forge Military Academy7906 Valley School of Ligonier1653 Villa Joseph Marie High School

7945 Villa Maria Academy4125 Waldorf School Of Philadelphia4227 Waldorf School Of Pittsburgh4111 Waldron Mercy Academy8106 West Chester Friends School8164 Westtown School8218 William Penn Charter School174681 Willistown Country Day School8248 Winchester Thurston School8288 Woodlynde School1925 The Wyndcroft School8344 Wyoming Seminary College Prep School8380 York Country Day School901563 Young Scholars Charter School

Puerto Rico4710 Chiqui Amgen2100 Commonwealth-Parkville School

Rhode Island1531 Community Preparatory School3454 The Gordon School3832 Henry Barnard School4642 Lincoln School5037 Meeting Street5206 Moses Brown School5157 Ocean State Montessori School5325 The Pennfield School5860 Portsmouth Abbey School5926 The Providence Country Day School148494 Rhode Island College6118 Rocky Hill School6846 Saint Michael’s Country Day School4475 School One7413 South County Montessori School6276 St. Andrew’s School6460 St. George’s School8170 The Wheeler School2509 The Wolf School

South Carolina1152 Aiken Preparatory School1215 All Saints’ Episcopal Day School1400 Ashley Hall1521 Beaufort Academy3762 The Byrnes Schools2011 Cambridge Academy2024 Camden Military Academy2042 Camperdown Academy178341 The Chandler School2702 Charleston Collegiate School2316 Charleston Day School2416 Christ Church Episcopal School905766 Colleton Preparatory School4560 The Cooper School2022 Cross Episcopal School900450 First Baptist Church School3677 Hammond School3793 Heathwood Hall Episcopal School2544 Heritage Christian Academy3917 Hilton Head Preparatory School5069 Lowcountry Preparatory School4949 Mason Preparatory School905055 Orangeburg Preparatory - Upper Campus1280 Patrick Henry Academy5848 Porter-Gaud School2984 Sandhills School4604 Sea Pines Montessori Academy7663 Thomas Hart Academy7672 Thomas Sumter Academy904648 Trident Academy3040 Trinity Collegiate School

Tennessee4656 Abintra Montessori School4903 The Academy At King1159 Akiva School1510 Battle Ground Academy1516 Baylor School5070 Belvoir Christian Academy1816 Brentwood Academy1831 Briarcrest Christian School2348 Chattanooga Christian School143964 Children’s House of Nashville2417 Christ Presbyterian Academy2468 Clarksville Academy2889 Concord Academy1087 Currey Ingram Academy2887 Donelson Christian Academy3004 The Ensworth School1963 Episcopal School of Knoxville3092 Ezell-Harding Christian School2673 First Assembly Christian School3424 Girls Preparatory School3481 Grace-Saint Luke’s Episcopal School3709 Harding Academy of Memphis3718 Harpeth Hall School3859 Hickory Valley Christian School4048 Hutchison School146366 Knoxville Montessori School2741 Lipscomb Academy4744 The McCallie School5014 Memphis University School5066 Middle Tennessee Christian School5164 Montgomery Bell Academy5268 Nashville Christian School

4513 New City Fellowship Scholarship Fund5494 The Oak Hill School5897 Presbyterian Day School6292 St. Andrew’s-Sewanee School3137 St. Bernard Academy6458 St. George’s Independent School6796 St. Mary’s Episcopal School6853 St. Nicholas School6864 St. Paul Christian Academy6908 St. Peter’s Episcopal School7571 Sumner Academy7726 Trinity Christian Academy7848 University School of Nashville8074 The Webb School8086 Webb School of Knoxville3058 Zion Christian Academy

Texas900307 Akiba Academy of Dallas2466 THE ALEXANDER SCHOOL1206 All Saints Episcopal School - Beaumont1211 All Saints Episcopal School - Lubbock1212 All Saints’ Episcopal School of Fort Worth1213 All Saints Episcopal School - Tyler3700 Ambleside School of San Angelo160239 Austin Montessori School2174 Austin Waldorf School1456 The Awty International School1492 Barbara Gordon Montessori School1464 The Branch School4843 Brazos Christian School138863 Breakthrough Austin1053 The Brook Hill School2440 Cistercian Preparatory School3680 The Clariden School2614 Cornerstone Christian School2674 The Crisman School2713 Dallas Academy4370 Dallas International School4725 Dallas Lutheran School2985 El Paso Country Day School3033 The Episcopal School of Dallas3103 Fairhill School3230 Fort Worth Academy - Fort Worth3232 Fort Worth Country Day - Fort Worth3861 Girls’ School of Austin4719 Good Shepherd Episcopal School3453 Good Shepherd Episcopal School178366 Great Oak School2385 Green Oaks School3532 Greenhill School152981 Happy Hill Farm Academy177708 Heritage Oaks School3873 The Highland School1096 Hill School of Fort Worth3905 Hillier School, Inc.3934 The Hockaday School3160 The Honor Roll School5410 Houston Christian High School171616 Houston Learning Academy-Clear Lake171618 Houston Learning Academy-Humble171620 Houston Learning Academy-Katy171619 Houston Learning Academy-North171617 Houston Learning Academy-Sugarland4061 Incarnate Word Academy4225 The John Cooper School4623 Key School Inc.4416 The Kinkaid School2181 KIPP Academy4489 Lakehill Preparatory School4494 The Lamplighter School3493 Liberty Christian School4945 The Master’s School of San Marcos173896 Merryhill School-Arlington4633 Northstar School of Arlington5509 The Oakridge School4001 Our Redeemer Lutheran School5660 Parish Episcopal School2721 Preston Hollow Presbyterian School5928 Providence Christian School4355 The Rainard School6049 River Oaks Baptist School6736 Saint Mark’s School of Texas7072 San Antonio Academy2257 School Of The Woods4734 The Shlenker School6270 St. Andrew’s Episcopal School6387 St. Cyprian’s Episcopal School1225 St. Francis School1986 St. Gabriel’s Catholic School1166 St. John’s Episcopal School - Abilene6586 St. John’s School6873 St. Paul’s Episcopal School6952 St. Stephen’s Episcopal School173104 Torah Day School7725 Trinity Christian Academy7732 Trinity Episcopal Day School - Marshall2204 Trinity Episcopal School - Austin7774 Trinity School of Midland7780 Trinity Valley School1423 Vanguard Preparatory School905651 Wesley Academy4991 Yavneh Academy4373 Zion Lutheran School

Utah4321 McGillis School3410 Park City Day School6165 Rowland Hall-St. Mark’s School8032 Wasatch Academy8046 The Waterford School5665 Winter Sports School

Vermont176663 Aurora School1965 Burke Mountain Academy3496 The Grammar School3543 Green Mountain Valley School3879 Hiland Hall School1435 Hilltop Montessori School4387 Killington Mountain School4447 Lake Champlain Waldorf School4667 Long Trail School905128 Lyndon Institute1605 Maple Street School1094 Montessori School of Central Vermont1715 Mount Snow Academy3537 The Mountain School of Milton Academy2226 Neighborhood Schoolhouse905129 Okemo Mountain School177790 Pacem School and Homeschool Center163157 River Rock School6114 Rock Point School7528 Stratton Mountain School1876 Thaddeus Stevens School2207 Upper Valley Waldorf School7936 Vermont Academy1234 Vermont Commons School

Virginia 156609 Adams International School1458 Aylett Country Day School2520 Beverley Hills Church Preschool163686 Blue Ridge Montessori School1744 Blue Ridge School1911 Brunswick Academy1968 Burgundy Farm Country Day School2078 Cape Henry Collegiate School1237 Charlottesville Day School2344 Chatham Hall2355 Chesapeake Academy2354 Chesapeake Bay Academy161722 Chesterbrook Academy - Chantilly161724 Chesterbrook Academy-Sterling2422 Christchurch School2494 Collegiate School2683 Community School4267 The Congressional Schools of Virginia2642 The Covenant School148384 Emerging Scholars Program2128 Emmanuel Christian School3022 Episcopal High School2490 The Faison School For Autism4731 Field School of Charlottesville3250 Foxcroft School2202 Free Union Country School178747 Genesis Academy1499 Gloucester Montessori School1316 Grace Episcopal School3610 Grymes Memorial School3690 Hampton Roads Academy2067 Hargrave Military Academy3799 Hebrew Academy of Tidewater3874 Highland School4563 The Howard Gardner School2533 International School of Charlottesville2913 James River Day School4507 The Langley School1799 Little Keswick School4678 Loudoun Country Day School4768 The Madeira School905138 Massanutten Military Academy3151 Montessori School Of Charlottesville5161 Montessori School Of N.Va1679 Montessori School of Oakton159639 Montessori School of South Riding5263 Nansemond-Suffolk Academy5304 The New Community School5341 New Vistas School5372 Norfolk Academy5382 North Cross School5474 Nysmith School For The Gifted5476 Oakcrest School2086 Orchard House School5705 Peabody School2937 Potomac Crescent Waldorf School5872 The Potomac School5890 Powhatan School178846 Prince William Academy3624 Randolph-Macon Academy1455 Richmond Montessori School1672 Richmond Waldorf School139219 The Ridgemont Montessori School3519 Sabot at Stony Point4079 Saint Patrick Catholic School7419 Southampton Academy6269 St. Andrew’s Episcopal School6310 St. Anne’s-Belfield School6370 St. Catherine’s School6382 St. Christopher’s School

21

155813 St. James Episcopal School6709 St. Luke’s School6724 St. Margaret’s School6843 St. Michael’s Episcopal School6964 St. Stephen’s & St. Agnes School7482 The Steward School7540 Stuart Hall School7560 Sullins Academy7675 Tidewater Academy7733 Trinity Episcopal School1551 Trinity School At Meadow View7972 Virginia Episcopal School7983 Wakefield Country Day School7984 Wakefield School8391 Ware Academy1941 Westminster School4100 Williamsburg Montessori School8272 Woodberry Forest School

Virgin Islands3385 Antilles School3667 Virgin Islands Montessori School and

International Academy

Washington1354 Academy Schools3862 Arbor Schools1165 The Bear Creek School1552 Bellevue Christian School1616 Bertschi School4135 Billings Middle School902000 Bishop Blanchet High School174493 The Bride School Cooperative Elementary4425 Bright Water School171233 Brighton School1972 The Bush School4402 Carden Country School178817 Cascadia School2236 Cedar River School Of Renton2314 Charles Wright Academy2948 Eastside Catholic School145436 Eastside Christian3665 Eastside Preparatory School2657 Emerald Heights Academy3083 Eton School171240 Evergreen Academy3095 Explorer West Middle School178164 Faith Lutheran School of Redmond3169 Five Acre School2754 French American School of Puget Sound1500 The Gardner School1807 Giddens School4217 Gig Harbor Academy4536 Hamlin Robinson School1359 Harbor School177962 Harbour Pointe Montessori Early Learning

Center171529 Holy Family Parish School - Kirkland171714 Horizon School4053 Hyla Middle School4151 The Island School4207 Jefferson Community School148206 Kapka Cooperative School176425 The Lake and Park School4651 Lake Washington Girls Middle School4480 Lakeside School174663 The Learning Tree Montessori Preschool4665 The Little School140444 Living Wisdom School of Seattle3535 Madrona School3681 Marysville Seventh Day Adventist Church5738 Meridian School3247 Monroe Christian School8387 Morningside Academy1557 The Northwest School166898 O’Dea High School1083 Open Window School5614 The Overlake School5630 Pacific Northwest Ballet3714 The Perkins School3509 Rainier Scholars161260 Rising Tide School6472 Saint George’s School3614 Sammamish Christian School & Noah’s Ark

Preschool7223 Seabury School7243 Seattle Academy of Arts and Sciences

(Seattle Academy)173652 Seattle Amistad School7246 Seattle Country Day School2546 Seattle Girls’ School178398 Seattle Lutheran High School7247 Seattle Preparatory School7249 Seattle Waldorf School8053 Shoreline Christian School3886 Soundview School1171 Spring Street International School4137 St. Joseph School6985 St. Thomas School4794 Sunfield Farm and School3444 The Swan School1738 Tacoma Christian Reformed Community

Church2600 Three Cedars Waldorf School158319 Trillium School

7812 University Child Development School3025 University Cooperative School7831 University Preparatory Academy3149 Valley Christian School1754 The Valley School7940 Villa Academy7975 Voyager Montessori Elem School2519 West Sound Academy4298 Whatcom Day Academy1187 Whidbey Island Waldorf School

West Virginia2010 Greenbrier Episcopal School4654 The Linsly School8176 Wheeling Country Day School

Wisconsin1870 Brookfield Academy1073 Calvary Baptist Christian Sch160829 Madison Jewish Community Day School176949 New World Montessori School5892 Prairie Hill Waldorf School5896 The Prairie School3073 St. Mary’s Springs Academy7822 University Lake School8056 Wayland Academy4841 Wisconsin International School

Outside of the United States and US Territories Alberta, Canada 5118 The Banff Hockey Academy

Hong Kong3991 Hong Kong International School

United Kingdom2175 The American School in London

If you do not see a school listed here, contact the school to find

out its SSS code.

Or see an updated listing at sss.nais.org/go/ssscodes.

22��

These Terms of Service (the “Agreement”) govern your use of the Parents’ Financial Statement (PFS) or SSS by NAIS (the “Service”), and are entered into between you (in your individual capacity and in your capacity as a representative of any entity on whose behalf you are acting) (“You” or “Your”) and the National Association of Independent Schools (“NAIS”, “us,” “our,” or “we”). By submitting this Parents’ Financial Statement and therefore entering into this Agreement, You agree (i) that You are at least 18 years of age or older, (ii) that Your use of the Service is subject to the terms of NAIS’s privacy statement available on the SSS by NAIS website at sss.nais.org (the “Privacy Statement”), and (iii) to comply with the terms of the Acceptable Usage Terms set forth hereto and incorporated herein by reference.

PLEASE READ THIS AGREEMENT CAREFULLY, AS IT CONTAINS LIMITATIONS OF NAIS’S LIABILITY AND A BINDING ARBITRATION PROVISION, WHICH PROVIDES THAT THE PARTIES AGREE TO RESOLVE DISPUTES THROUGH BINDING ARBITRATION AND WAIVE CERTAIN RIGHTS, SUCH AS THE RIGHT TO A JURY TRIAL AND THE RIGHT TO BRING A CLASS ACTION.

By signing or submitting a form that incorporates this Agreement, accepting an online version of this Agreement, or by ordering or using the Service, You are agreeing to be bound by all the terms and conditions of this Agreement, including all of its components.

1. THE SYSTEM AND INFORMATION ACCESSBy submitting a PFS, you expressly agree that NAIS, its contractors, and the schools you designate may access and process all information included on the application and in supporting documentation. By virtue of your submission, NAIS is permitted to disclose the information you provide to the selected educational institutions and other authorized third parties that provide support services for NAIS.

ONCE YOU HAVE SUBMITTED A PFS, IT CANNOT BE WITHDRAWN FROM THE SSS SYSTEM OR REMOVED FROM YOUR SELECTED ACCESS SCHOOL’S VIEW WITHOUT THE SCHOOL’S CONSENT.

NO PAYMENTS WILL BE REFUNDED.

2. ACCEPTABLE USAGE TERMSIn connection with your use of the Service, You agree:

2.1 To comply with the information transfer protocols established from time to time by NAIS.

2.2 That, by Your electronic transmission of the information via the Service, You are making any and all certifications required by applicable laws, regulations or school policies and that such electronic certifications have the same force and effect as if made in a manually signed certification. You further agree that the school[s] that receive this information are authorized to print financial aid applications and shall have the right to print “signature on file” or other similar text on the hard copy on which such certification is required.

2.3 To take necessary steps to adequately store and maintain Your files and data. NAIS will not be responsible for the cost of reconstructing files or data lost or destroyed.

2.4 That despite our reasonable security measures, NAIS cannot guarantee that electronic communications over the Internet will be 100% secure. You agree to use the data encryption tool that is built into the Service to help ensure greater security.

2.5 That, as an applicant, you represent and warrant that all information that you furnish in connection with your use of the Service is accurate, complete, and current, and meets all requirements of all applicable laws and regulations.

2.6 That when supplying information for consideration of financial aid through the Service, you agree to provide current, complete, and accurate information about yourself. If any information You provide is untrue, inaccurate, not current, or incomplete, NAIS and/or the schools that receive this information have the right to terminate your application. In addition, in such cases NAIS also will have the right, without limiting any of its other rights or remedies, to decline to provide You with the Service in the future.

2.7 That You will maintain confidentiality concerning any confidential or proprietary information that you access through the Service and that you will protect such information from unauthorized disclosure, and that You agree to be solely responsible for Your actions and the contents of any of Your transmissions made through the Service.

2.8 That Your confidentiality obligations will survive the termination of Your use of the Service.

2.9. That You are responsible for ensuring that the schools receive all of your financial aid materials either electronically and / or in paper. INDIVIDUALS MUST TRACK THEIR OWN APPLICATIONS AND INFORMATION TO ENSURE THAT APPLICATIONS ARE RECEIVED BY THE CORRECT SCHOOLS IN A TIMELY AND COMPLETE FASHION.

2.10 That that you will not use any robot, spider, other automatic device, or manual process to monitor or copy our Web pages or the content contained herein without our prior express written permission.

2.11 That you will not use any device, software or routine to interfere or attempt to interfere with the proper working of the Service or any transaction being conducted through the Service.

3. INTELLECTUAL PROPERTY AND OTHER CONTRACTUAL TERMS3.1 License Terms and Restrictions. The information and materials contained on the SSS forms and in the Site may not be copied, displayed, distributed, downloaded, licensed, modified,

published, reposted, reproduced, reused, sold, supplemented, transmitted, used to create a derivative work or otherwise used for public or commercial purposes without the express written permission of NAIS. Your right to use the forms and the Site is personal to you. You agree not to alter or remove any NAIS copyright notice displayed on any portion of the Service or any associated forms. THE CONTENTS OF THE SITE AND PUBLICATIONS, INCLUDING “LOOK AND FEEL” (E.G., TEXT, GRAPHICS, IMAGES, LOGOS, AND BUTTON ICONS), EDITORIAL CONTENT, NOTICES, SOFTWARE (INCLUDING HTML-BASED COMPUTER PROGRAMS), AND OTHER MATERIAL ARE PROTECTED UNDER BOTH UNITED STATES AND FOREIGN COPYRIGHT, PATENT, TRADEMARK, AND OTHER LAWS. You agree not to reproduce, duplicate, copy, sell, resell, use, or exploit for any commercial purposes, the SSS forms, publications, the Site, or use of or access to the Site or any information or technology obtained from the Site.

NAIS hereby grants to You a limited, non-exclusive, non-transferable license (without the right to sublicense) to use the Service and the associated forms solely for the submission of information and associated forms to schools at which you are seeking financial aid. Except for answering the specific questions on such forms, there is no right granted herein to alter, add to, modify or make derivative works of such forms without the express written permission of NAIS.

3.2 Ownership. You agree that NAIS or its licensors retain all right, title, and interest in and to all copyright, trademark, service mark, and any other intellectual property rights in and to the Service, and any derivative works thereof. You do not acquire any other rights, express or implied, in the Service other than those rights expressly granted under this Agreement.

3.3 Applicant and School Data. By submitting data through the Service, You grant NAIS, its contractors and subcontractors a license to use or license such data for research, reporting, and licensing as NAIS deems appropriate, subject to the terms of our Privacy Statement.

4. DISCLAIMER OF WARRANTIESTHE SERVICE IS PROVIDED “AS IS” AND NEITHER NAIS NOR ITS THIRD PARTY VENDORS OR SERVICE PROVIDERS MAKE ANY REPRESENTATIONS OR WARRANTIES, EITHER EXPRESS OR IMPLIED, OF ANY KIND WITH RESPECT TO THE SERVICE. TO THE FULLEST EXTENT PERMISSIBLE UNDER APPLICABLE LAW, NAIS AND ITS THIRD PARTY VENDORS OR SERVICE PROVIDERS EXPRESSLY DISCLAIM ALL WARRANTIES OF ANY KIND, EXPRESS OR IMPLIED, WITH RESPECT TO THE SERVICE, INCLUDING, WITHOUT LIMITATION, ANY IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, SATISFACTORY QUALITY, ACCURACY, TITLE OR NON-INFRINGEMENT, AND ANY WARRANTIES THAT MAY ARISE OUT OF COURSE OF PERFORMANCE OR COURSE OF DEALING. Neither NAIS nor its third party vendors or service providers warrants that the Service will satisfy all of the requirements of any participating school, that the Service, as accessed and used by an applicant, will be properly or timely submitted to any designated school, or that the Service, including any data generated through the use thereof, will be error-free, available without interruption, or free from “viruses” or other harmful or computer code.

INDIVIDUALS AND SCHOOLS MUST TRACK THEIR OWN APPLICATIONS AND INFORMATION TO ENSURE THAT APPLICATIONS ARE RECEIVED BY THE CORRECT SCHOOLS IN A TIMELY AND COMPLETE FASHION.

5. TERM AND TERMINATIONThis Agreement is effective as of the earlier of Your acceptance by any means of its terms or Your first use of the Service and shall remain in effect until terminated unless otherwise provided herein. NAIS reserves the right to terminate the Service at any time and for any reason. Without limiting the foregoing, NAIS may terminate this Agreement upon notice to you in the event that You breach any of the provisions hereof. Upon termination of this Agreement, You agree to cease using the Service, including any associated forms. Except for the license granted herein, or as otherwise expressly provided herein, the terms of this Agreement will survive termination.

We may also, at any time and in our sole discretion, without notice, change, add to or remove portions of the Service and/or institute or otherwise change fees and charges for the Service. If You are dissatisfied with the Service after such changes, your only right and remedy is to cancel this Agreement. NO REFUNDS WILL BE GIVEN. In addition, we may revise or replace this Agreement and/or any of its components at any time in our sole discretion through the posting of these terms and conditions on the NAIS website. Your or any user’s continued use of the Service following our transmission of notice of such changes will be deemed to constitute Your acceptance of any such changes.

You agree that NAIS may terminate your password, account, or use of the Service in NAIS’s sole discretion for any reason. All notices you give to us shall be in writing and shall be made either via email or conventional mail. In addition, NAIS may post notices or links to notices through the Service to inform you of changes to the Terms, the Service, or other matters of importance.

6. CONSENT TO ELECTRONIC SIGNATURES AND RECORDS; SECURITY6.1 By entering into this Agreement, You are consenting to our maintaining and / or Your receiving electronic records of Your information and transactions conducted hereunder.

6.2 You are responsible for maintaining the confidentiality of your account and password and for restricting access to your computer, and You agree to accept responsibility for all activities that occur under your accounts or passwords. You will restrict unauthorized users from gaining access to the Service through Your use of the Service. You agree to immediately notify

Terms and ConditionsWhen you submit your PFS Online, you are agreeing to the Terms and Conditions spelled out in detail below.

23��

NAIS of any unauthorized use of Your account or any other breach of security known to You. All schools are responsible for the appropriate use and access of this system by the multiple usernames and passwords of their school subscription.

7. DISPUTE RESOLUTION In the event that a legal dispute arises concerning this Agreement, You agree that the following rules apply:

7.1 Arbitration for Resolution of Disputes. IT IS IMPORTANT THAT YOU READ THIS ENTIRE SECTION CAREFULLY. THIS SECTION PROVIDES FOR RESOLUTION OF DISPUTES THROUGH FINAL AND BINDING ARBITRATION BEFORE A NEUTRAL ARBITRATOR INSTEAD OF IN A COURT BY A JUDGE OR JURY OR THROUGH A CLASS ACTION. YOU CONTINUE TO HAVE CERTAIN RIGHTS TO OBTAIN RELIEF FROM A FEDERAL OR STATE REGULATORY AGENCY.

7.2 Binding Arbitration. The arbitration process established by this section is governed by the Federal Arbitration Act (“FAA”), 9 U.S.C. 1-16. The FAA, not state law, shall govern the arbitrability of all disputes between Insight regarding this Agreement and the Service. You have the right to take any dispute that qualifies to small claims court rather than arbitration. However, all other disputes arising out of or related to this Agreement (whether based in contract, tort, statute, fraud, misrepresentation or any other legal or equitable theory) must be resolved by final and binding arbitration, unless provided otherwise in this Agreement. The arbitration will be conducted by one arbitrator using the procedures described by this Section. If any portion of this Dispute Resolution Section is determined to be unenforceable, then the remainder shall be given full force and effect. The provisions of this section shall survive termination, amendment, or expiration of this Agreement.

7.3 The Arbitrator. A single arbitrator will be selected in accordance with the rules of the American Arbitration Association (the “AAA”). The arbitration will be conducted under the applicable procedures and rules of the AAA that are in effect on the date the arbitration is filed unless this Section is inconsistent with those procedures and rules, in which case, this Section will prevail. These procedures and rules may limit the amount of discovery available to You or NAIS. The arbitrator will apply applicable statutes of limitation, will honor claims of privilege recognized by law, and will take reasonable steps to protect customer account information and other confidential or proprietary information, including the use of protective orders to prohibit disclosure outside the arbitration, if requested to do so by You or NAIS. The arbitrator will make any award in writing, but need not provide a statement of reasons unless requested by a party. Upon a request by You or NAIS, the arbitrator will provide a brief statement of the reasons for the award. An award rendered by the arbitrator may be entered in any court having jurisdiction over the parties.

7.4 Amount of Dispute. The arbitration of any dispute involving $10,000 or less shall be conducted in accordance with the Consumer Arbitration Rules of the American Arbitration Association (“AAA”), as modified by this Agreement, which are in effect on the date a dispute is submitted to the AAA. The AAA’s Commercial Arbitration Rules and fee schedules will apply to any disputes in excess of $10,000. You have the right to be represented by counsel in arbitration. In conducting the arbitration and making any award, the arbitrator shall be bound by and strictly enforce the terms of this Agreement and may not limit, expand, or otherwise modify its terms.

7.5 No Class Action or Consolidated Proceedings. NO DISPUTE MAY BE JOINED WITH ANOTHER LAWSUIT, OR IN AN ARBITRATION WITH A DISPUTE OF ANY OTHER PERSON. All parties to the arbitration must be individually named. THERE SHALL BE NO RIGHT OR AUTHORITY FOR ANY CLAIMS TO BE ARBITRATED ON A CLASS ACTION OR CONSOLIDATED BASIS OR ON BASES INVOLVING CLAIMS BROUGHT IN A PURPORTED REPRESENTATIVE CAPACITY ON BEHALF OF THE GENERAL PUBLIC (SUCH AS A PRIVATE ATTORNEY GENERAL), OTHER SUBSCRIBERS, OR OTHER PERSONS SIMILARLY SITUATED. You understand and acknowledge that by consenting to submit claims to arbitration pursuant to this Agreement, You may be forfeiting your right to share in any class action awards. This Section will not apply to any individual claims filed by You in a lawsuit prior to the effective date of this Agreement, nor to the claims of a class certified prior to the effective date of this Agreement. This Section will apply to all other claims, including class claims where a class has not yet been certified, even if the facts and circumstances upon which the claims are based occurred or existed before the effective date of this Agreement.

7.6 Limitation of Available Damages. THE ARBITRATOR MAY NOT AWARD DAMAGES THAT ARE NOT EXPRESSLY AUTHORIZED BY THIS AGREEMENT AND SUPPORTED BY ADMISSIBLE EVIDENCE, AND MAY NOT AWARD PUNITIVE DAMAGES OR ATTORNEYS’ FEES, UNLESS SUCH DAMAGES ARE EXPRESSLY AUTHORIZED BY A STATUTE. YOU AND NAIS BOTH WAIVE ANY CLAIMS FOR AN AWARD OF DAMAGES THAT ARE EXCLUDED UNDER THIS AGREEMENT. NOTHING IN THIS AGREEMENT LIMITS THE ARBITRATOR’S AUTHORITY TO AWARD DAMAGES THAT ARE THE DIRECT RESULT OF NAIS’S WILLFUL MISCONDUCT. Notwithstanding the limitations set forth in this subsection, should it become necessary to resort to court proceedings to enforce a party’s compliance with the dispute resolution and arbitration process set forth herein, and the court directs, orders or otherwise requires compliance herewith, then all of the costs and expenses, including its reasonable attorneys’ fees, incurred by the party requesting such enforcement shall be reimbursed by the non-complying party to the requesting party. This Section does not prevent either party from seeking interim injunctive relief from a court in order to preserve the status quo or to protect assets until the arbitration has been commenced and the arbitrator has an opportunity to consider the matter of interim relief.

7.7 Arbitration Information and Filing Procedures. Before You submit a dispute to arbitration or to small claims court, You must first contact us and give us an opportunity to resolve the dispute. Similarly, before NAIS takes a dispute to arbitration, we must first attempt to resolve it by contacting You. If the dispute cannot be satisfactorily resolved within sixty days from the

date You or NAIS is notified by the other of a dispute, then either party may then contact the AAA in writing at AAA Service Center, 335 Madison Avenue, 10th Floor, New York, NY 10017 and request arbitration of the dispute. Information about the arbitration process and the AAA’s Arbitration Rules and its fees are available from the AAA on the Internet at http://www.adr.org/. The arbitration will be based only on the written submissions of the parties and the documents submitted to the AAA relating to the dispute, unless either party requests that the arbitration be conducted using the AAA’s telephonic, on-line, or in-person procedures. Additional charges may apply for these procedures. Any in-person arbitration will be conducted at a location that the AAA selects in the state of your primary residence. Any arbitration shall remain confidential. Neither You nor NAIS may disclose the existence, content or results of any arbitration or award, except as may be required by law, to confirm and enforce an award, or to the party’s attorneys and/or accountants.

7.8 Fees and Expenses of Arbitration. You must pay the applicable AAA filing fee when submitting a written request for arbitration to the AAA. The AAA’s filing fee and administrative expenses for a document arbitration will be allocated according to the AAA’s Rules. If You elect an arbitration process other than a document (or “desk”) arbitration, You must pay your allocated share of any higher administrative fees and costs for the process You select. Unless applicable substantive law provides otherwise, each party will pay its own expenses to participate in the arbitration, including attorneys’ fees and expenses for witnesses, document production and presentation of evidence. The prevailing party may, however, seek to recover the AAA’s fees and the expenses of the arbitrator from the other party.

7.9 Limitation of Claims. ANY CLAIM OR DISPUTE ARISING OUT OF OR RELATING TO THIS AGREEMENT MUST BE BROUGHT WITHIN TWO YEARS AFTER THE DATE THE BASIS FOR THE CLAIM OR DISPUTE FIRST ARISES.

7.10 Governing Law. THE LAWS OF THE COMMONWEALTH OF VIRGINIA (EXCLUDING ITS CHOICE OF LAW RULES) WILL APPLY TO THE CONSTRUCTION, INTERPRETATION AND ENFORCEMENT OF THIS AGREEMENT. This Agreement will not be governed by the United Nations Convention on Contracts for the International Sales of Goods or the Uniform Computer Information Transactions Act (UCITA) of any jurisdiction, the application of which is expressly excluded.

7.11 Authorized Claims. NAIS and third parties who contribute to the Service may bring claims against You for violations of this Agreement.

8. GENERAL TERMS8.1 Limitation of Liability and Indemnification. In no event will either party be liable for any indirect, incidental, special, consequential or punitive damages incurred by the other party, including in an action in contract or tort, even if such party has been advised of the possibility of such damages or if such damages are foreseeable. In no event will NAIS be held responsible for the errors or omissions of any licensee of the Service nor shall NAIS be liable for any claims or causes of action arising from any works or products that incorporate any aspect of the Service. Except in cases involving the intellectual property of NAIS or its third party vendors, a party’s liability for damages under this Agreement shall not exceed the amounts paid by You for your use of the Service except as otherwise provided herein.

8.2 Severability and Waiver. If any provision of this Agreement is held to be illegal, invalid or otherwise unenforceable, such provision will be enforced to the maximum extent possible consistent with the stated intention of the parties, or, if incapable of such enforcement, will be deemed to be severed and deleted from this Agreement, in which case the remainder of this Agreement will continue in full force and effect. The waiver by either party of any default or breach of this Agreement will not constitute a waiver of any other or subsequent default or breach.

8.3 No Assignment. You may not assign, sell, transfer, delegate or otherwise dispose of, whether voluntarily or involuntarily, by operation of law or otherwise, this Agreement or any rights or obligations under this Agreement without the prior written consent of NAIS. Any purported assignment, transfer or delegation by You will be null and void. Subject to the foregoing, this Agreement will be binding upon and will inure to the benefit of the parties and their respective successors and assigns.

8.4 Entire Agreement. This Agreement constitutes the entire agreement between the parties with respect to its subject matter and this Agreement and supersedes all prior or contemporaneous agreements, representations, or understandings, written or oral, explicit or implied, concerning the subject matter of this Agreement.

8.5 Amendments or Modifications. NAIS reserves the right to modify or discontinue, temporarily or permanently, the Service for any reason, at its sole discretion, with or without notice to You. NAIS further reserves the right to amend or otherwise change the terms and conditions set forth in this Agreement from time to time. Any such amendment or change shall be posted in the form of an updated version of this Agreement, and your continued use of the Service following any such amendment or change shall be deemed to constitute Your agreement to be bound by such amended form of this Agreement.

24

Contact Us

SSS by NAIS Mailing Address

Use one of the addresses below to submit any documents schools have instructed you to send to SSS. You can also opt to upload them online through the Manage Documents screen.

Remember: Some schools may ask you to submit required documents directly to the school. Be sure to find out from schools exactly what to send, where, and by when!

Regular Mail: SSS by NAISP.O. Box 449 Randolph, MA 02368

Overnight mail: SSS by NAIS Application Processing Center 437 Turnpike Street Canton, MA 02021

SSS by NAIS is your gateway to private VFKRRO�ÀQDQFLDO�DLG��)RU�PRUH�WKDQ��years, we’ve helped connect hundreds of thousands of students with schools WKDW�RIIHU�DQ�H[FHSWLRQDO�HGXFDWLRQ��Read more at sss.nais.org�