How to Apply for Financial Assistance: Returning 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 usernames, passwords and SSS identification numbers.

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.

Upload your final pay stub of 2024 to SSS profile.

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.

Please submit all of the requested documentation as soon as it is ready and no later than Tuesday, April 15, 2025.

A returning family must sign the enrollment contract and pay the deposit for the upcoming school year in order for their financial assistance application to be considered.

The Financial Assistance Committee will review Financial Assistance applications for returning families as they are completed. Returning families with completed applications can expect to receive their notifications before the end of the school year.