NAVY HALE KEIKI SCHOOL 153 Bougainville Drive ~ Honolulu, Hawaii 96818 ~ 808 423-­‐1727 Financial Aid: Policies and Procedures
2015-2016 Navy Hale Keiki School (NHKS) mission includes supporting children and their families. This commitment extends to
all children notwithstanding their family's ability to pay tuition. NHKS serves both a large military population as well
as a local civilian population. This financial aid / tuition assistance program benefits those children and their families
who otherwise might have financial inability to pay the full NHKS costs. The NHKS financial aid program is intended
to make NHKS more accessible and affordable to all students, thus fostering a more diverse school community.
Need-Based Financial Aid
Navy Hale Keiki School maintains a commitment to provide as
need-based financial aid. The NHKS financial aid program is a
need-based program designed to assist some families in reducing
the cost of attending NHKS. And although paying for education is
first and foremost the responsibility of the family, we devote
limited funds each year to a financial aid budget that helps assist
families. This will ensure consistent and equitable treatment of all
applicants. All aid will be awarded on the basis of financial need as
demonstrated through NHKS School and Student Services by the
National Association of Independent Schools. To help us
objectively assess what a family is able to contribute to its
student(s) education expenses, we use School and Student
Services (SSS By NAIS) as a trusted third party. Financial aid will
not be awarded to students who do not qualify for it, nor will
students be awarded financial aid in excess of their computed
need. The total amount of financial aid granted depends on the
availability of funds. Aid is granted for a period of one school-year,
based on current information; changes in a family's situation may
change the amount awarded from year to year. Financial aid is not
guaranteed every year regardless if you were awarded financial aid
in a prior year.
NHKS strives to accept for enrollment every student who meets
NHKS's qualifications regardless of their financial need. In the
administration of its financial aid program, NHKS does not
discriminate on the basis of race, national origin, ethnic origin,
religious affiliation, sex, or gender.
Financial aid may be denied to families or students who have not
been timely in completing the required financial aid forms, or in
paying in full all outstanding school debts and accounts.
Parents’ Financial Statement
Navy Hale Keiki School uses the School and Student Services (SSS by
NAIS) to help determine eligibility. Families must submit the completed
NHKS Financial Aid Application and the appropriate fee to Randolph,
MA for processing. The PFS is available online at sss.nais.org/parents.
The Navy Hale Keiki School SSS code number is 904997. If separated,
divorced, or never married, each parent must complete and submit a
separate PFS.
Submit the Following
The following items must be sent directly to the SSS website:
• Signed 2014 IRS Form 1040 and ALL applicable schedules and
attachments
• Copy of State Tax Return (Hawaii or state filed)
• Copy of December LES
• All W-2 and 1099 forms
• IRS Form 4506-T
• Notice of Property Assessment for for all residential and/or investment
real estate properties in Hawaii and elsewhere, if applicable.
• Navy Hale Keiki Financial Aid Application
Incomplete applications will not be processed.
Filing Deadlines
The PFS is due at the SSS by NAIS office in Randolph, MA,
by March 15, 2015.
Checklist
Please post the Checklist in a conspicuous place. Late applications and
documents will delay processing and seriously jeopardize the chances
of receiving an award.
*Navy Hale Keiki School does not discriminate on the basis of race, color,
religion, national or ethnic origin, sex/gender, sexual orientation, age or
disability in administration of its employment practices or educational
policies.
Financial Aid: Frequently Asked Questions Q.
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Does applying for financial aid have any bearing on the
admission decision?
No. Admission decisions are completely independent of
financial need.
If I have more than one child, can both be put on one
application?
Yes. A single financial aid application should be submitted to
cover all of the students, both new applicants to NHKS and
current students, within the household.
I’m still waiting for 1099s to arrive. What can I do?
According to the IRS, 1099s should be received by February
15th. If you do not receive the forms in a timely manner, call
the IRS for help at 1-800-829-1040. Please refer to the IRS
website, www.irs.gov, for more information about 1099s.
Q.
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What about W-2s?
Again, please consult the IRS website. You can fill out the
Parents’ Financial Statement using end-of-year pay stubs if
your W-2s have not yet arrived.
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Why does NHKS need the IRS Form 4506-T?
This form gives our office permission to request a copy of
your complete tax return if there are questions about any part
of it or if it has been amended after it was filed.
Q.
If I file my taxes electronically, do I still need to sign my
returns?
Yes, all copies of tax returns need to be signed.
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I have a valuable property but it does not translate into
money I can spend. Can I still qualify for financial aid even if
my house is worth a lot?
Although most financial aid is based on income, you must list all
real estate you own. Home equity is a measure of financial
stability, but consideration of the value of your house is limited
based on your income.
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Why do I have to report nontaxable income?
To be fair among all applicants, any income that is available to
you must be reported. Some families choose to put money into
untaxed accounts, such as retirement funds, while others have all
their income taxed.
Q.
What if I haven’t heard from my other children’s schools
about their financial aid awards? I know NHKS needs to have
that information.
If you have been receiving aid from another school, submit to SSS
by NAIS a copy of the most recent award letter from that school. If
you receive aid after your application has been filed, please send
a copy of the award letter to SSS as soon as you receive it.
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Can I send in everything but my tax returns by the March 25th
deadline and then send in my taxes after they are done?
No. Application forms, copies of completed tax returns, copies of
W-2s, and any other required documents must be submitted to
SSS by the same deadline. Make plans ahead of time to complete
tax filing by that date. When submitting documents, be sure to put
a cover sheet to identify your documents. Cover sheets are
available at PFS Online, Print PFS Cover.
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How do I know if SSS received my Parents’ Financial
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Statement (PFS) or supporting documents?
You can check the status of your submissions by logging in to
your PFS account and checking the “Manage Documents”
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screen to see a list of the received documents.
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What happens if my application is incomplete?
It will not be processed. We recommend that you check the status
of your application by logging back into your PFS account.
In a divorce situation, do you need the same information Q.
from both parents?
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Yes. Each biological parent is required to fill out a separate
financial aid application. If either has remarried, stepparents’ Q.
incomes should also be included.
What are the main reasons that financial aid is denied?
Incomplete financial information and too much income.
What if one parent is not legally responsible for
supporting the child’s education?
Please submit a copy of the divorce decree verifying that the
parent is not legally responsible.
What if my child’s other biological parent cannot be
found or contacted?
Please submit documentation from an official source. We will
accept a statement from the Child Support Enforcement
Agency, or a letter from an attorney, clergyman, or employer
explaining the situation. Letters must be signed and should be
on letterhead stationery.
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When will we be notified of awards?
Applicants to NHKS receive award notices by mid-April.
If we don’t qualify for aid, what other options do we have?
Are there scholarships that do not require demonstrated
financial need?
All financial aid at NHKS is need-based.
Are there websites available that we can refer to when
completing our financial aid application?
Yes, here is a list of websites that you may find helpful: To apply
online or download forms:
PFS online application:
sss.nais.org/parents
Financial Aid: Check List Step I: Application due by March 15, 2015
_____ Complete the Parents’ Financial Statement (PFS) online at sss.nais.org. List Navy Hale Keiki School
(Code #904997) as a report recipient. (Do not leave any boxes blank on the PFS.)
_____ Have a credit card available to charge the PFS application fee.
_____ After submitting the PFS, print your PFS Documentation Cover Sheet (for your files).
If separated, divorced, or never m arried, each parent must complete and submit a separate PFS.
Step II: Verification – All documents are due to SSS no later than March 15, 2015
_____ Complete the Navy Hale Keiki School Financial Aid Application.
_____ Obtain a signed copy of your 2014 IRS Form 1040, including all schedules as filed.
_____ Obtain a copy of your 2014 Wage and Tax Statement/s (W-2).
_____ Sign the Form 4506-T ~ Request for Transcript of Tax Return.
_____ Complete the PARENT NON-FILING STATEMENT (if applicable).
_____ Obtain a copy of your property assessment card/s if you own real estate.
_____ Submit all documents to SSS no later than March 15th online or by mail.
_____ Verify that documents were received by school and make a copy for your records.
_____ View your Family Report.
If separated, divorced, or never m arried, each parent must submit the required documents separately.
To subm it these docum ents online, go to sss.nais.org/parents after you complete your PFS. Allow
24 hours after submitting your PFS before you upload your documents. After uploading successfully, you will
receive an onscreen confirmation.
To subm it these docum ent s by m ail, include one copy (not the original) of each document with a
Required Documents Cover Sheet. Send to: School and Student Services, P.O. Box 449, Randolph, MA
02368-0449.
For overnight m ail, send to: School and Student Services, 437 Turnpike Street, Canton, MA 02021.
Allow ten days prior to M arch 15, 2015 for m ail delivery and processing tim e.
Do not fold or paper clip documents and enclose in a large envelope, approximate size, 9” x 12”.
Financial Aid Application Full Name of Father or Male Guardian/Stepparent
First
Last
Age
Mailing Address (Street/City/State/Zip)
Phone Home
Cell
Father’s Occupation
Email
Employer
Business Phone
Full Name of Mother or Female Guardian/Stepparent
First
Last
Age
Mailing Address (Street/City/State/Zip)
Phone Home
Cell
Email
Father’s Occupation
Employer
Parents are
Married
Divorced
Business Phone
Separated
Widowed
Never Married
If Divorced, final decree on
With whom does child reside?
Separated since
Is Father remarried?
Yes
No
Is Mother remarried?
Yes
No
If parents are divorced or never married, each parent must submit a signed and completed application and all required documents.
How many persons are totally or largely dependent on the family income?
List names of all dependent children in family, including applicant(s). List grade as of September 2015.
Name
2015 – 2016
School/College
Birth Date
M
F
M
F
M
F
Grade
2015 – 2016
Tuition