You may complete your Parents' Financial Statement (PFS) online or by mail. For the timeliest processing of your application, we strongly encourage you to complete the PFS online.

STEP 1 – COMPLETE PFS ONLINE OPTION

Instructions for Families Applying for Financial Aid
For 2011-2012 School Year
FAQs Pg 1 | Pg 2

..Instructions

..Forms to Print:

  • Click on the prompt to begin your PFS. If you have more than one child applying to our school, you only have to complete one PFS. You will be given a password that will allow you to return to your PFS at a later date before submitting it. If you completed an online PFS application last year, use your e-mail address and existing password. If you have forgotten your password, click on “Forgot my password.”

  • Gather electronic copies of the following required documents:
    • Copies of W-2s for the 2010 tax year.
    • Most recent tax returns, including all schedules.

  • To submit these documents online, go to the Manage Documents tab in the PFS Online. There you can upload documents from your computer. Save each document separately in one of the following formats: .pdf, Microsoft Word, .jpg or .tif. On the Manage Documents page, click on “Browse,” locate the document, then click on “Upload.”

  • To submit these documents by mail, download and complete the Required Documents Cover Sheet. Send copies of your documents – not originals. Do not use staples or paper clips. Mail any documents 10 days in advance of our deadline to allow for mail delivery and for SSS’ processing time.

    Mail the Required Documents Cover Sheet and required documents to:



SSS by NAISApplication Processing CenterP.O. Box 449Randolph, MA 02368-0449For overnight mail, use this address: SSS by NAIS, Application Processing Center, 437 Turnpike Street, Canton, MA 02021

  • Submit and pay for the PFS ($35). This fee is non-refundable.

  • Go to STEP 2.

OR

STEP 1 – COMPLETE PFS BY MAIL OPTION

  • Download and complete the Parents’ Financial Statement (PFS).

  • For Section B of the application, SBMS school code is 904267

  • Gather copies of the following required documents:
    • Copies of W-2s for the 2010 tax year.
    • Most recent tax returns, including all schedules.

  • Download and complete the Required Documents Cover Sheet.

  • Send copies of your documents – not originals. Do not use staples or paper clips.

  • Mail the PFS, Required Documents Cover Sheet, and required documents with a non-refundable payment of $47 to:
SSS by NAIS
Application Processing Center
P.O. Box 449
Randolph, MA 02368-0449
For overnight mail, use this address: SSS by NAIS, Application Processing Center, 437 Turnpike Street, Canton, MA 02021
  • Tip: Mail any documents 10 days in advance of our deadline to allow for mail delivery and for SSS’ processing time.

  • Go to STEP 2.


STEP 2 – REQUIRED DOCUMENTS
Please complete the SBMS Financial Aid Statement). It is due January 14, 2011 for returning families and February 16, 2011 for applicant families.

Please return this form in a sealed envelope to the SBMS Main Office or mail to:

Santa Barbara Middle School
Attn: Financial Aid Manager
2300-A Garden Street
Santa Barbara, CA 93105

NEED HELP?
Please take a few minutes to read the Financial Aid FAQs. For questions regarding the financial aid program, please call Christine Cowles, SBMS Financial Aid Manager at 805-563-9781 or email christine@sbms.org.

For technical support regarding the SSS website and/or online PFS application, please call SSS by NAIS Customer Service at 1-800-344-8328. They are available Monday – Friday, 9am - 8pm EST and Saturdays 9am - 4pm EST.