Financial Aid Process
Choate uses the Parent Financial Statement (PFS), which is managed by School and Student Services (SSS) by NAIS, along with a family's tax returns to determine a fair and equitable grant for every family.
Choate meets 100% of a family’s demonstrated financial need based on the total cost of attendance including tuition, fees, travel, books, and other supplies. Students with exceptionally high levels of demonstrated need in addition to tuition receive financial assistance with the cost of books, travel, supplies, and other needs.
- On Choate's Inquiry Form or Gateway Candidate Profile, indicate you would like to receive financial aid information.
- Information regarding Choate’s financial aid program, along with specific instructions for applying for aid, will be forwarded to all email addresses on file.
timeline & Checklist
By January 15:
- Please indicate on the admission application (in the Parent/Guardian Statement) that your family will be applying for financial aid.
- Complete the PFS online with School and Student Services by NAIS (sss.nais.org). Please note: Choate’s school code is 2392.
- Upload to your PFS a complete, signed copy of the both your 2016 and 2017 year’s federal income tax returns, along with all W-2 wage & tax statements and/or Form 1099s. We do not require your 2018 federal income tax return. Please include the 2016 tax return as an "Additional Document".
- If self-employed, submit proper business tax return information.
- Families who have Schedule E income from a partnership and/or S-Corporation are asked to submit 1065 and/or 1120-S paperwork along with corresponding K-1 information.
- Non-U.S. residents (families earning income outside of the U.S. and who do not file a U.S return) must complete the PFS and the International Student Financial Aid Profile, and upload it to the PFS, along with a copy of the previous year’s official income/asset verification forms such as income tax returns, wage statements and/or official documentation from an employer.
Financial Aid Determination
After a family submits a PFS, Choate receives a Report of Family Contribution from School and Student Services then uses its own policies to determine the most equitable financial aid grant. In determining a financial aid award, the Financial Aid Committee takes into account not only tuition charges and related fees, but normally anticipated costs such as books, supplies, laundry, and travel. The committee also considers extenuating circumstances that may affect the family’s contribution.
“I am extremely grateful for the generous package that we were given which made it possible for our son to attend Choate. I truly appreciate that the admissions and financial aid office was so supportive.”
Choate Rosemary Hall prohibits in all its programs discrimination against or harassment of any member or group based upon age, gender, race, color, religion, disability, sexual orientation, gender identity or expression, national origin, genetic predisposition, ancestry or other categories protected by Connecticut or federal law. It does not discriminate on these bases in the administration of its admission process, educational policies, scholarship and loan programs, athletics, or other school-administered programs.
We are so grateful for the generous scholarship awarded our daughter by Choate. We would not have been able to consider this incredible opportunity otherwise. Thank you so much.
All Choate students, regardless of whether they receive financial aid, are eligible to apply for support from the Beyond the Classroom Fund. The fund's purpose is to support a student’s full participation in the Choate experience.
To ease the financial burden of participation in distinct, valuable opportunities that are associated with, and enhance, the student's academic, athletic and extracurricular involvements, a student may apply to this fund to cover non-tuition associated costs.
At the discretion of the Dean of Students, the Fund may also be used to provide financial support to a student facing emergency circumstances.