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Financial Aid Instructions

Please carefully read the instructions below that explain the steps in the financial aid process. The instructions vary slightly depending on whether your child is:

  • applying for admission to Penn Charter
  • a current Penn Charter student who does not receive financial aid in the 2019-20 school year
  • a current Penn Charter student who receives financial aid in the 2019-20 school year

If you have questions, please email Director of Financial Aid and Associate Director of Admissions John Zurcher. We encourage you to read the brochures Penn Charter Financial Aid Information and the NAIS Family Guide to Financial Aid, viewable on this website using the link on the right, or available by request from the Admissions Office.

 

If your child is applying for admission to Penn Charter:

  1. Complete the Parents’ Financial Statement after mid-October but no later than December 10, 2019. The form is completed online at solutionsbysss.com. Penn Charter’s code is 8218.
     

  2. Upload 2018 federal tax return, with all schedules and W2s, to SSS site by December 10, 2019
     

  3. As soon as they are available, but no later than January 3, 2020, upload final 2019 pay stubs for all parents and all jobs worked in 2019 to the SSS site. The pay stub(s) should show gross income for 2019.
     

  4. If your income in 2020 will be substantially different than your income in 2019, please email an explanation to John Zurcher, Director of Financial Aid.
     

Financial aid awards are not final until you submit your 2019 federal tax return, W2s and accompanying schedules. Penn Charter reserves the right to review any grant after receipt of the current tax return.

The Financial Aid Committee meets regularly to act on completed applications. Therefore, it is to your advantage to have completed all the above steps by the deadlines to maximize the chances of being awarded financial aid.

 

If your child is a current Penn Charter student who does not receive financial aid in the 2019-20 school year:

1. Complete the short Financial Aid Application.  This lets Director of Financial Aid John Zurcher know to begin a file for your family.

2. Contact John Zurcher at ext. 119 or by email to discuss the circumstances that lead you to apply for financial aid. 

3. Complete the Parents' Financial Statement as soon as possible after mid-November 2019, keeping in mind that earlier is better than later. Our ability to meet your need may well depend on the timeliness of your application. The form is completed online at solutionsbysss.com. Penn Charter's code is 8218. Some tips about the SSS site:

  • Once in the SSS site, look through all the resources to assist you, including publications and a web tutorial.  There is a wealth of information available. We encourage you to learn as much as you can.
  • Estimate financial data where necessary. 

4. Upload a copy of your latest federal 1040 tax return, likely 2018, along with all schedules and W2s, to the SSS site

5.  Upload a copy of all final pay stubs for all parents and all jobs worked in 2019 to the SSS site.

6. Upload your 2019 full federal 1040 tax return with all schedules and W2s to the SSS site when it is available. Penn Charter reserves the right to review any grant after receipt of the current tax return.

Financial aid awards are not final until you submit your 2018 federal tax return, W2s and accompanying schedules. Penn Charter reserves the right to review any grant after receipt of the current tax return.

The Financial Aid Committee meets regularly to act on completed aid applications. As a returning family, but applying for financial aid for the first time, you must submit all information by the end of January at the latest. After that time, we must give priority to new families. Also, please draw our attention in writing to any unusual or changing circumstances in your family’s financial situation that have resulted in your applying for financial aid and might not be readily apparent in our reading of the standardized forms that you have submitted.

Should you have any questions regarding any aspect of the financial aid program, please do not hesitate to email John Zurcher or call ext. 119.

 

If your child is a current Penn Charter student who receives financial aid in the 2019-20 school year:

As all grants are made annually, all families must reapply for financial aid each year to establish their level of financial need. 

1.  Complete the Parents' Financial Statement as soon as possible after mid-November 2019, but no later than January 31, 2020. Please keep in mind that earlier is better than later, especially in cases of changing circumstances. The form is completed online at solutionsbysss.com.

2. Upload a copy of all final pay stubs for all parents and all jobs worked in 2019 to the SSS site.

3.  If your income in 2020 will be markedly different than your income in 2018, please mail or email a note of explanation to John Zurcher at ext. 119.

4.  Your 2018 federal tax return, with W2 and all accompanying schedules, should already be on file in the Financial Aid Office. If it is not, it is required to proceed; John Zurcher will notify you. 

Financial aid awards are not final until you submit your 2019 federal tax returnW2s and accompanying schedules. Penn Charter reserves the right to review any grant after receipt of the current tax return.

Questions?

Contact Director of Financial Aid and Associate Director of Admissions John Zurcher

jzurcher@penncharter.com
or 215-844-3460 x119

register for an Open House

Link to Parents' Financial Statement

More about Financial Aid

Financial aid information resources.