Financial Aid

How to Apply
1. Check the financial aid box on your application for admission. Applying for financial aid will not prejudice an application. Admissions decisions are made independently of decisions made by the Financial Aid Committee.
2. Download our guidelines and tips for applying for aid and complete the online process on the SSS/TADS family portal.
- Submit Parent Financial Statement (PFS); the online form at the Family Portal
- Upload 2021: 1099, 1040, 1040A, or 1040EZ
- Self-Employed Parents: Include all related 2021 business forms with your 1040 file (i.e., Schedule C, Schedule E, 1120, 1065, and K-1)
- 2021 W2 Form
- Recent Bank Statement to support the values listed on the PFS
- If needed, a letter explaining any family situation you felt was too unique to be captured correctly by the online application
All required documents must be uploaded or mailed directly to SSS/TADS. For help uploading documents or sending documents to SSS/TADS, email sssandtadsfa@communitybrands.com or call (800) 344-8328
About SSS/TADS
SSS/TADS evaluates a family’s contribution to tuition using factors on their PFS such as income, cost of living, family size, home equity, liquid assets, business income, payments to retirement plans, discretionary spending, medical expenses, child support, housing, etc. If children are of school age and a parent/guardian does not work by choice, through SSS/TADS, the Financial Aid Committee considers their earning potential. The SSS/TADS formula also makes considerations for parents or guardians who are nearing retirement age, families who have young children, or parents/guardians or who are financially responsible for elderly family members. SSS/TADS accounts for siblings enrolled in tuition-charging schools, but Berkeley Carroll requires a family to apply for aid at the other school(s) as well.
All custodial and non-custodial parents are required to submit a SSS/TADS application. Financial circumstances of all parents are considered when determining a grant, whether parents are custodial parents or not.
Questions?
Please contact the Manager of Student Accounts and Financial Aid with questions you have about our Financial Aid process,
Key Deadlines for 2023-2024 Academic Year
I. Submit the online TADS/SSS application:
December 1st (Returning Students) and
December 15th (New Students)
Berkeley Carroll requires all parents, including custodial and non-custodial parents, to submit an application. Please contact the Manager of Student Accounts and Financial Aid with questions.
If you applied for financial aid last year, log into the Family Portal as a Returning Family using your same email address and password. If applying for the first time, please create an account with your email address and a password.
II. Submit 2021 federal tax return & any supporting documentation:
December 1st (Returning Students) and
December 15th (New Students)
In the “Required Documents” section, use the Upload button or link associated with the specific document type. Follow prompts to locate, select, and confirm the file to upload.
Make sure each specific form is saved as a separate file. Examples: a) 1 PDF file for the 1040 with all schedules and worksheets included, b) each W2 saved as its own file. Remove any security or password protection from your files.
Support Beyond Tuition
Tuition at Berkeley Carroll includes many program costs that aren’t covered at other schools. Because we recognize there may be additional costs associated with attending school, financial assistance can extend to these areas for students receiving financial aid:
Admissions
- Application Fee Waivers
Program Support
- Musical instruments
- Home internet access and devices for home use<
- Food stipends and reimbursements for items needed for school field trips
Tutoring and Educational & Psychological Evaluations
- Required testing and evaluation
- Recommended occupational, speech and psychological counseling
- Recommended tutoring and remediation
School Trips
- Athletic-related travel support
- Global education trip support
College Prep
- College Board exam fee assistance and waivers
- SAT/ACT on-campus prep courses fee assistance
- College tours support
- Special Events
Special Events
- Discounted auction tickets
- Events sponsored by Parents Association
- Assistance with the purchase of books at the Lower School Book Fair
- Support for yearbook ads and prom tickets
Financial Aid Application Deadlines
Availability of FA Application with TADS:
September 1
Deadline for Current Berkeley Carroll Families:
December 1
Deadline for New Families:
December 15