Dalton encourages the families of all applicants to carefully evaluate their own ability to pay school costs for the coming year and in future years. If a family thinks they will need financial aid, they must apply at the time of admission to be considered for financial aid. Only due to a significant, unexpected change in circumstances, such as job loss, will consideration for financial aid be granted at a later date, including subsequent years, if the request is not made with a student's initial application for admission.
Eligibility for financial aid is based on a family's demonstrated need; in order to determine the financial need of a family, Dalton utilizes the School and Student Service for Financial Aid by NAIS, and requires financial documentation such as federal tax returns to be submitted. All financial aid is given in the form of grants which do not have to be repaid. For the current school year, Dalton granted over $8.6 million in need-based aid to approximately 20% of the student body. The amount of aid received by families ranges from partial to almost full tuition assistance, and families from a wide range of income levels have qualified for assistance based on individual family circumstances.
An application for aid will not prejudice an application for admission. Decisions regarding amounts of financial assistance are determined by the Financial Aid Committee after the Admissions Committee determines eligibility for admission.
HOW TO APPLY FOR FINANCIAL AID for 2016-2017
Important note: If you are intending to apply for financial aid for the 2016-2017 academic year, please be advised that our financial aid application processing service (SSS) does not open for this year until November 2. (Do not attempt to complete an application before this date or you will be applying for the wrong year!) Applicants who have indicated an interest in financial aid will be emailed instructions for applying for financial aid by late October.
For Applicants to Dalton -- Financial Aid Deadline: January 1, 2016
When completing the application for admission, check the appropriate box on the application to indicate that you are requesting financial aid. The next steps in applying for tuition assistance are as follows:STEP 1 – Complete and submit your Parents’ Financial Statement (PFS). -- DUE JANUARY 1, 2016
The PFS for 16-17 is available online at sssbynais.org after November 2, 2015. Take care to report all items as thoroughly and accurately as possible for 2015 and projecting for 2016 (do not simply copy your figures from your 2014 tax return unless there have been no changes since that year).
Be sure to list Dalton (SSS code: 2716) as a school to receive your SSS report. Please note: You need to complete only one PFS even if you have several children applying to Dalton, or to other schools that use SSS.
After online submission of the PFS, you will be prompted to print a cover sheet to accompany your supporting documents (tax return, etc.), if you wish to mail them to SSS, or you may proceed to uploading your documents. Upload is the faster and preferred method.
STEP 2 – Submit the required supporting documents to SSS. -- DUE JANUARY 1, 2016
Dalton requires the following documents to be submitted to SSS after you complete your PFS:
• Your most recent (2014) federal tax return (including all applicable schedules & attachments).
• Your most recent (2014) W-2 and/or 1099 forms.
• 4506-T form
: Complete lines 1-4 and please sign but do not date this form.
• Any business federal tax filings for the most recent year, if parents are owners/partners of a corporation or partnership.
Upload your documents directly in the “Manage Documents” section at sssbynais.org, or send paper copies to SSS by mail (with the SSS Cover Sheet
Special situations may require additional documents:
• Divorced or separated parents
should each complete a separate PFS. Any stepparents should also be included.
• Single parents
should complete and submit a Second Parent Information Waiver Request
• If you list more than $5,000 in Unusual Expenses
, you must submit documentation (i.e., receipts) of the expense(s).
• If the student applicant earned income and was required to complete a tax return
, you must also submit all of the required tax documents for the most recent year for the applicant.
STEP 3 – If your child enrolls at Dalton and is granted financial aid, your 2015 federal tax return will be required for verification of your grant. If your child enrolls at Dalton to begin in September 2016, please forward this to SSS no later than March 1, 2016. Please note that this means you must have your taxes done early and may not file for an extension. Early submission of tax returns is an ANNUAL requirement for continued financial aid at Dalton.
For Current Dalton Families -- Financial Aid Deadline: March 1, 2016
If your family currently receives tuition assistance for the 2015-2016 year, you will receive an email in December from Jennifer Pease, Director of Financial Aid, providing a reminder of the filing process for renewing your financial aid for the 2015-2016 academic year. (If you have not received this email before Winter Break, please contact Jennifer at email@example.com to receive the information.) Please remember to get your taxes done early, in February, as they are due to Dalton by March 1, 2016.
Financial aid for current Dalton families who do NOT currently receive aid is typically not available unless your family qualifies for Emergency Financial Aid. Emergency Aid is available for families who have gone through a recent, significant, and often temporary change in their financial circumstances, such as job loss, that make affording the full tuition currently impossible without assistance. To inquire about applying for Emergency Aid, please contact Jennifer Pease at (212) 423-5261 or firstname.lastname@example.org.