How to Apply for Financial Assistance: New Applicants

Click on the "Complete Your PFS" link to complete one Parent Financial Statement (PFS) even if you have multiple children applying for financial assistance at Brearley and/or other independent schools.

Custodial parents/guardians who have divorced, separated or never married and live apart must complete a separate PFS per household, in addition to uploading separate tax returns and signing the enrollment contract.

If one parent has had no involvement with the student for an extended period of time, the custodial parent should complete a Parent/Guardian B waiver form and provide documentation of the situation.

Brearley’s SSS code number is 1795. We suggest that families request a Family Report for themselves and retain a copy of all worksheets as well as user names, passwords and SSS identification numbers.

Outline additional circumstances of which you would like the committee to be aware.



Families are encouraged to black out any social security numbers. Upload each parent’s/guardian’s 2023 W-2 forms, 1099s, and K1s, as applicable.

Upload signed copies of joint or separate 2023 federal tax returns, including all schedules exactly as filed. Extensions are not permitted. Business owners must upload business tax returns, including 1099s and K1s, as applicable.


Complete and upload Form 4506-T lines 1A through 6A and line 9 with the years 2023 and 2024 requested; check the box above the signature; sign, but do not date the form. This form may be found online by clicking here.

While admission decisions are made separately from financial assistance decisions, families admitted to Brearley that applied for financial assistance will receive both their admission decision notification and their financial assistance notification at the same time.

Families are encouraged to black out any social security numbers.

Upload each parent’s/guardian’s 2024 W-2 forms.

Upload signed copies of joint or separate 2024 federal tax returns, including all schedules exactly as filed. Extensions are not permitted.

Business owners must upload business tax returns, including 1099s and K1s, as applicable.

Families who choose to enroll at Brearley must confirm the award by uploading their signed 2024 state and federal income tax forms including all schedules, W-2s, 1099s, and K1 documents into their account on SSS no later than April 15, 2024.

Please note, the Financial Assistance Committee reserves the right to amend any award if 2024 tax documentation does not align with the information provided on a family’s PFS.