How to Apply for Financial Aid

STEP 1

Beginning September 1, 2022, families can start the process by filling out the Parent Financial Statement (PFS) through School and Student Services (SSS) online. You’ll want to carve out 2-3 hours to complete the application, and have access to your most recent tax returns or financial documents before starting the process. 

• List Berkshire as a recipient of your PFS using the SCHOOL CODE 1612 
• Estimate your 2023 earnings and expenses based on your tax returns from the previous two years.
• We strongly encourage you to document in your own words any special circumstances under “Other Information” at the very bottom of the PFS. 
• Please note: in cases of divorce or separation, Berkshire requires that both natural parents and stepparents fill out the PFS. 
• There is a $55.00 non-refundable fee for submitting the PFS. If your family qualifies for a fee waiver, the payment will be automatically waived. 

STEP 2

Upload your tax documents, or any other supporting documents. Be sure to remove any passwords or security from your documents. Tax documents may include, but are not limited to:

• 2022 W2s or end of year pay stub (only required upon request from the Financial Aid Committee)
• 2021 Federal Income Tax Return (with all 2021 schedules and statements) 
• Business tax return(s) - IRS Schedule K-1, Form 1065, Form 1120 and/or Form 1120S 
• For families with other children in tuition charging schools: a copy of the most recent tuition bill and/or Financial Aid letter
• Canadian Applicants: Submit Canadian Tax Returns for 2021. 
• All other International applicants must submit:  
  • Earnings statement from your employer 
  • Three (3) consecutive months of your most recent bank statement
  • International Student Financial Aid Form  

STEP 3

Stay on top of the timeline and checklists, and reach out with any questions!