Affording Baldwin

The Baldwin School is committed to enabling qualified students to enroll regardless of their family's ability to pay full tuition.

Overview

A Baldwin education is an investment in your daughter’s academic and personal development that does not depreciate over time. In fact, this investment grows in value throughout the course of her lifetime as she pursues her advanced education, a rewarding career and most importantly, enjoys a balanced and satisfying life. We recognize the financial commitment families make when choosing to attend Baldwin, which is why we are committed to enabling students to enroll regardless of their family’s ability to pay full tuition.

Timeline

October 2: The Parents’ Financial Statement (PFS) is available online for the 2018-2019 academic year.

School Code: The Baldwin School code is 1468.

Helpful Hint: Please use your legal name, as it appears on your Federal Income Tax 1040 form, as well as your daughter’s legal name, as it appears on her birth certificate. 

December 1Deadline to submit your PFS online. Applications received after the December 1 deadline will be reviewed on a first-come, first-served basis. If eligible, awards will be granted depending on availability of funds. You will need to upload your 2016 1040 tax forms and W-2 forms to the School and Student Services portal when you submit your application.

Helpful Hint: Do not wait until December 1 to begin your PFS application! Allow yourself plenty of time to assemble the necessary information requested by the PFS and the time to accurately enter the information. 

January/February: Notification of Financial Aid decisions will begin.

Current families are asked to respond within two weeks of receipt of financial aid award. In the event, we do not hear from you within this timeframe, funds may be rescinded. 

New families have until March 1, 2018 to respond, however if you receive your award after March 1, 2018 you are asked to respond within two weeks of receipt of financial aid award. In the event, we do not hear from you within this timeframe, funds may be rescinded.

March 1: Upload complete 2017 Federal Income Tax form (1040 and all schedules) along with your 2016 W-2 forms to your PFS application. 

Application Process

The Baldwin School partners with School and Student Services by NAIS (SSS) in our financial aid process. To begin your application, please complete the Parents’ Financial Statement (PFS). You only need to complete one PFS, even if you are applying for multiple children. Completing the PFS online will save you time and money and will allow Baldwin to make a decision more quickly.
 
Step 1 – Preparing to Apply

  • Technical Considerations.  When applying online, Google Chrome is the recommended browser.
     
  • Parents’ Financial Statement Workbook and Instruction Booklet. This is a helpful document to read through before you begin the application. It outlines each area along with definitions and explanations for the questions included in the PFS. Whether this is your first time or you have completed the PFS in the past, it is a valuable guide for you to follow!
     
  • Information you need to gather. Page 2 of the PFS Workbook provides a handy chart identifying the types of questions you will need to answer and the documentation you will need to access to support your response.  Gathering this information is the best place to start!
     
  • The Baldwin School code is 1468. 

Step 2 – Completing your PFS

    • New Families: If you are applying for the first time, click on the green “Create an Account”. You will be asked to enter your name and email address and to select a password.
       
    • Returning Families: If you applied last year, enter your login and password from last year in the section titled, “Returning Families.” If you have forgotten your login information, click on “forgot your password.”
  • Begin a PFS for the Academic Year 2018-2019
  • Please use your legal name, as it appears on your Federal Income Tax 1040 form, as well as your daughter’s legal name, as it appears on her birth certificate and Baldwin application for admission. Variations in name, yours or your daughters, can result in a delayed evaluation for financial assistance.  
  • Once you begin your PFS, you can complete and submit your information in one sitting or you can save your information and revisit at any time, provided you submit by December 1, 2017. If you choose to complete in one sitting, allow 2 hours to review the resources and collect the information, then another two hours to complete the application.  Remember, it is time well spent!
  • Since the deadline is December 1, 2017, please use your Federal Income Tax form 1040 for 2016 as well as your W-2 statements to enter your income and assets.
  • If you have questions as you complete the PFS, please contact SSS customer service at 800-344-8328.  

Step 3 – Pay for and submit your PFS

Whew! The hard part is over, you have completed your information and now you can submit your PFS. Great job!

The fee to submit is $47.00 and represents a flat fee, regardless of the number of children or number of schools.  

Step 4 – Required Documents

The following documents are required to complete your Parent Financial Statement. These documents are due on or before January 1, 2017.

  1. 2015 IRS Federal 1040 Form
     
  2. 2015 IRS Federal Schedules (if applicable)
     
  3. 2015 W-2 Forms (unless self-employed)
     
  4. Form 4506-T
     
  5. Noncustodial Parent Waiver Petition form (if applicable)
    Please submit this form directly to admissions@baldwinschool.org


The following documents are required by March 1, 2018:

  1. 2017 IRS Federal 1040 Form
     
  2. 2017 IRS Federal Schedules (if applicable)
     
  3. 2017 W-2 Forms (unless self-employed)

After submitting your PFS, you will then have access to a section called “My Documents." Please scan and upload your 2016 1040 tax form and W-2 with the Parent Financial Statement. Please submit your 2017 1040 tax form no later than March 1, 2018 for verification.

Note: All Financial Aid awards are verified using your Federal Income Tax 1040 form. Baldwin reserves the right to amend financial aid awards in the event the self-reported information on the PFS differs from the information included on the Federal Income Tax 1040 form.

Financial Assistance Policies

The Baldwin School is committed to helping families from a range of economic backgrounds have access to our education for their daughters. The process serves our mission of providing the Baldwin experience for talented and motivated students.
 
To be considered for financial assistance, please indicate your interest on your application for admission and complete the Parents Financial Statement (PFS) online, which is available through School and Student Services (SSS). The Baldwin School Code is 1468.
 
Criteria used when evaluating the Parents’ Financial Statement  

  • Need-blind admission - Financial aid decisions are made independently from admissions decisions once an offer of admission has been made. New students must be accepted first through the admission process, and then are considered for financial aid through a separate process.
     
  • Need-based awards - Financial aid grants are awarded on the basis of a family’s demonstrated financial need. Eligibility for aid is determined by the School’s Financial Aid Committee based on its evaluation of the Parents’ Financial Statement (PFS) hosted by School and Student Services (SSS) by National Association of Independent Schools (NAIS), and a copy of the family’s current and complete Federal Income Tax forms, supporting schedules and W-2 forms.
     
  • Parental responsibility – The primary responsibility for tuition rests with the family. In evaluating financial information, The Baldwin School Financial Aid Committee takes into account the number, ages, and schools of children, additional dependents, assets and all sources of income. In addition, we consider lifestyle choices, debts, expenses and spending priorities. Applicants are expected to adhere to all application deadlines. You are responsible for submitting the paperwork on time.
     
  • Confidentiality - Recognizing the sensitivity of personal financial issues, we guarantee the confidentiality of the process and expect families to maintain the confidentiality of any award information, as well.
     
  • Renewal – Financial assistance is evaluated each year based on demonstration of continued financial need, as well as evidence that the recipients continue to exhibit satisfactory academic progress, good citizenship and favorable financial standing with The Baldwin School Business Office.
     
  • Priority – Priority is given to current students receiving financial aid who complete the Parent Financial Statement accurately, submit all required documentation via the SSS website and adhere to all deadlines. Next, consideration is given to new families and current families seeking aid for the first time, who complete the Parent Financial Statement accurately, submit all required documentation via the SSS website and adhere to all deadlines.
     
  • Awarding - Applying for financial assistance does not guarantee that you will be eligible for an award. Nor does being eligible guarantee that there will be financial aid available.

Divorce or Separation

  • For all families, full participation is expected of both biological parents, stepparents and/or the adults with whom the child lives, has custody or has financial influence and responsibility in the student’s life.
     
  • In the process of evaluating a family’s financial situation, the financial aid process requires the complete documentation of all parties and the full transparency of all those identified in the categories listed above, regardless of divorce, separation or estrangement.  A financial aid award will not be issued unless we have required information from all parties. 
     
  • The Baldwin School is not bound by any decrees, agreements or legal documents excusing a parent from financial responsibility for his or her child’s education.

Maguire High School Scholars’ Program

The Baldwin School is a proud participant in the Maguire High School Scholars’ Program, sponsored by the Maguire Foundation.  Through a very generous gift, the Maguire Foundation provides support to four grade nine students each year.

To be eligible, students must fulfill the following:

  • Students must be accepted to The Baldwin School as an entering grade nine student.
     
  • Families must complete the financial aid process as outlined above.  If eligible for need-based aid, students will be considered for the program by the Financial Aid Committee.

  • Eligible candidates will have maintained a grade point average of 85 or its equivalent in 7th and 8th grade at the time of application.

  • Demonstrate minimal unexcused absences and lateness.

  • Participated in ongoing community service and/or at least one extracurricular activity.

Resources

Tuition and Fees

We are sensitive to the extracurricular costs associated with attendance at Baldwin, which is why we include the following items in the cost of tuition.

Lower School: Class trips, class dues, textbooks and supplies.

Middle School: Class trips and class dues.

Upper School: Class trips, class dues, class ring, ring dinner, junior blazer, junior/senior banquet, formal dances, PSAT, basic yearbook ad and graduation.

Tuition Payment Plans

We offer three tuition payment plans for the 2018 – 2019 academic year: 

Plan A* – Traditional Payment Plan
This plan allows for payment of tuition charges in two installments. Payment of 60% is due in July of 2018 and the remaining 40% is due in January of 2019. 

Plan B* - Full Payment Plan
Pay the full year tuition on or before July 1, 2018.

Plan C*- Monthly Payment Plan
The Baldwin School partners with Smart Tuition to provide you with this affordable and convenient option. This plan allows you to pay 10 monthly installments beginning in June of 2018 and continuing through March, 2019. No interest charges are associated with this plan. You will be charged a minor origination fee.

*The $2,000 non-refundable enrollment deposit will be credited against total tuition charges. 

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