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Financial Assistance

Hershey Montessori School strives to assist families in need of financial assistance who are committed to a Montessori education with a needs-based financial aid process.

Affording a Hershey Education

Hershey Montessori School seeks to attract and maintain a diverse student body from a variety of cultural, economic, and geographic backgrounds.  Financial aid is available to new and returning families. Hershey’s Financial Aid Committee uses objective criteria based upon the needs identified in the independent report from our third party service.

To be eligible for consideration for financial aid at Hershey Montessori School, you must complete your financial aid application and provide the necessary supporting documentation by the first Friday in February for new and returning students. Applications received after the February deadline will be evaluated on a rolling basis. We will communicate decisions about financial aid along with our admissions decisions. Be sure to indicate on your admissions application that you are applying for financial aid.  Application for financial aid has no bearing on admission to Hershey Montessori School.

Financial Aid Application Process

Hershey Montessori School uses School and Student Services (SSS) to process our financial aid applications. SSS is a service of the National Association of Independent Schools (NAIS). Based on the financial information you provide on your Parents’ Financial Statement (PFS), SSS will use a standard calculation to determine an estimated amount that your family can contribute toward educational expenses. Hershey’s Financial Aid Committee uses this estimation as a starting point from which to determine a financial aid award. If you have any questions about the SSS financial aid application visit the SSS Parent Resource section on their website or contact SSS Customer Service Center: 1-800-344-8328 or sss@nais.org.  Assistance is available in English and Spanish.

 

For New Students- Applying for Financial Aid
  1. Be sure to indicate on your Admission application, that you will be applying for financial aid.
  2. By February 5, complete a Parents Financial Statement (PFS) online.
  3. After submitting your PFS, you will be given instructions about submitting additional documents. Please submit signed copies of the following documents directly to SSS. (Please do not email or send tax documents to Hershey Montessori School. All tax documents must go directly to SSS.)

By February 5

  • 2018 and 2019 federal tax return (1040) with all supporting schedules and forms. If self-employed please submit corresponding K-1s, form 1065 or 1120s along with your schedule E.
  • 2018 and 2019 W-2s and 1099s (if applicable)
  • 2018 and 2019 student federal tax return

As soon as completed:

  • 2020 federal tax return with all supporting schedules and forms. If self-employed please submit corresponding K-1s, form 1065 or 1120s along with your schedule E.

FOR INTERNATIONAL STUDENT FINANCIAL AID:
In addition to the above, international students applying for financial aid must submit the following:

  • A copy of 2018 and 2019 Home Country Tax Returns.
  • Proof of income for 2018 and 2019 tax years.
  • 2018 and 2019 student tax return – if the student files a tax return
  • A completed International Student Financial Aid Profile

Divorced/Separated/Never been married parents/Guardians: Each parent/guardian must complete a PFS and submit documentation regardless of custodial arrangements. If you would like to discuss your particular situation, please do not hesitate to contact the Financial Aid Office at Hershey Montessori School. This can be a complex and confusing process, so please contact us with any questions you may have.

Special circumstances: If you have special circumstances that you would like us to consider, please explain fully in the notes section of the PFS.

International Students: An family living outside the United States needs to complete an  International Student Financial Aid Profile and upload it to the PFS along with documentation to verify income.

Late applications: Families whose admission applications have been initiated after February 5, 2021 are encouraged to proceed with the financial aid application as quickly as possible.

Notification: Financial aid decisions are mailed with the admission decision letters.

Contact information
Lakisha Wingard Director of Admissions
440-357-0918
lwingard@hershey-montessori.org

 

For Returning Students- Current Recipients of Aid

For students who currently receive financial aid

In order to be eligible for financial aid, you must submit a financial aid application each year. The PFS with 2018 and 2019 tax information is due by February 5, 2021.

By December 1st, complete a Parents Financial Statement (PFS) online at solutionsbysss.com. Be sure to use the same login information that you used last year. 

After submitting your PFS online, you will be given instructions about submitting additional documents by uploading them to your PFS. Please submit signed copies of the following documents directly to SSS. (Please do not email or send tax documents to Hershey Montessori School. All tax documents must go directly to SSS.)

  • A signed copy of your 2018 and 2019 federal tax return with all supporting schedules. Your tax returns may be visible in your PFS from last year. If so, there is no need to re-submit.
  • If self-employed please be sure to submit all corresponding tax information (ie: K-1s, form 1065 or 1120S, Schedule E).
  • 2018 and 2019 W-2s, K-1s, 1099s, and any other documents that apply to you. Non-U.S. residents must submit income/asset verification. 
  • A signed copy of your 2020 federal tax return with all supporting schedules. 

Families living outside the United States: In addition to the above process, please complete the International Student Financial Aid Profile and upload it to your PFS along with documentation to verify income.

Special circumstances: If you have special circumstances that you would like us to consider, please include all details in the notes section of the PFS.

Notification: Notification of financial aid decisions is made available in mid-March.

Divorced/Separated/Never been married parents/Guardians: Each parent/guardian must complete a PFS regardless of custodial arrangements. If you would like to discuss your particular situation, please do not hesitate to contact the Financial Aid Office at Hershey Montessori School. This can be a complex and confusing process, so please contact us with any questions you may have.

Contact information
Lakisha Wingard Director of Admissions
440-357-0918
lwingard@hershey-montessori.org

 

For Returning Students - New Aid Applicants

For students who have not previously received aid

In order to be considered, documentation must be provided to explain a change in circumstances (i.e. change of employment, extreme health concerns, etc.). For returning students who are requesting aid for the first time:

  1. Notify the Office of Admissions that you will be applying for financial aid for the 2021-22 school year. Please call 440-357-0918 or email Lakisha Wingard, Director of Admissions
  2. By February 5, 2021, complete a Parents Financial Statement (PFS) online.
  3. Send a letter to the Office of Financial Aid which describes the change of circumstances that precipitates the need for financial assistance. Include in this letter any special circumstances that you would like us to consider.
  4. After submitting your PFS online, you will be given instructions about submitting additional documents by uploading them to your PFS. Please submit signed copies of the following documents directly to SSS by February 5, 2021. (Please do not email or send tax documents to Hershey Montessori School. All tax documents must go directly to SSS.)
    • A signed copy of your 2018 and 2019 federal tax return with all supporting schedules and forms. Upon completion send the 2020 federal tax return with all supporting schedules and forms. If self-employed please submit corresponding K-1s, form 1065 or 1120s along with your schedule E.

Families living outside the United States: In addition to the PFS online, please complete the International Student Financial Aid Profile and upload it to your PFS along with documentation to verify income.

Divorced/Separated/Never been married parents/Guardians: Each parent/guardian must complete a PFS and submit supporting documents. If you would like to discuss your particular situation, please do not hesitate to contact the Financial Aid Office at Hershey Montessori School. This can be a complex and confusing process, so please contact us with any questions you may have.

Notification: Notification of financial aid decisions is made available in mid-March.

Financial Aid Application Checklist

Please consider the following as you prepare to submit your application for financial aid:

  • indicate on your admission application that you will be applying for financial aid.
  • Submit completed Parents’ Financial Statement (PFS) online. Applications can be completed at SSS’s Family Portal.
  • The application fee is $51.
  • Hershey Montessori School’s financial aid policy requires a signed copy of the family’s Federal Tax Return (1040) and W2’s or 1099’s to be submitted, along with the application, to SSS.
  • Students living outside the United States – Complete and submit

If you have any questions related to financial aid, please feel free to contact the Director of Admissions, Lakisha Wingard with your financial aid questions.  Hershey Montessori School’s financial aid program is administered in the strictest of confidence. We request that recipients and their families keep their award information confidential as well.

Admission & Enrollment Deadlines

Applications for Fall 2021

Rolling Admission

Financial Aid Application

February 5, 2021

Hershey Montessori School’s SSS ID Number is: 3845

When will I be informed of the decision?

Financial aid will not be finalized until all appropriate forms mentioned above have been received. Parents are notified of financial aid decisions by electronic letter for international applicants and postal mail for domestic and local applicants.  No financial aid award will be offered until the student’s admission application is processed and the student is offered admission at Hershey Montessori School. While first consideration will be given to applications received by February 5, applications received after February 5 will be reviewed on a rolling basis depending on the availability of funds. Written acceptance of the award must be sent within the time specified in the award agreement. After this date, the school considers the offer declined and the funds will be reallocated.

Additional Resources

Tips for International Applicants

Family Guide to Financial Aid (English)

Family Guide to Financial Aid (Spanish)

529 Plans are tax-advantaged savings plans designed to encourage saving for educational costs. These qualified tuition plans are sponsored by states, state agencies, or educational institutions and are authorized by Section 529 of the U.S. Internal Revenue Code. Recent changes in the tax code allow these funds, previously restricted to post-secondary education, to now be used for private school tuition.

 

Please Note: Meeting all deadlines is an important part of the process. Late information can jeopardize an award. Returning families are required to follow this application process each year. Financial aid is awarded annually and for one year at a time.