university sealEditor's notes:

POLICY TITLE: Carnegie Mellon University Policy on Undergraduate Tuition Benefits for Dependent Children

DATE OF ISSUANCE: This policy was issued to campus on June 15, 1994. It was originally adopted by the Executive Committee of the Board of Trustees on December 13, 1993. This information was in effect as of the 2011-12 academic year.

ACCOUNTABLE DEPARTMENT/UNIT: Benefits Office. Questions about policy content should be directed to Benefits, ext. 8-2047. For information about other forms of financial aid for children attending Carnegie Mellon, contact the HUB at ext. 8-8186.

ABSTRACT: The Undergraduate Tuition Benefit Program provides tuition benefits to an eligible staff member's dependent children enrolled in undergraduate courses at Carnegie Mellon or other accredited colleges and universities.

MISC: See also:


Policy on Undergraduate Tuition Benefits for Dependent Children of Staff Members

Purpose

The Undergraduate Tuition Benefit Program provides a variety of tuition benefits to staff members and their dependents. One feature of the Undergraduate Tuition Benefit Program is to provide tuition benefits to an eligible staff member's dependent children enrolled in undergraduate courses at Carnegie Mellon or other accredited colleges and universities.

Eligibility

In order to be eligible for undergraduate tuition benefits, staff members must satisfy the following eligibility requirements:

  1. Must have completed five (5) years of full-time service with Carnegie Mellon; and
  2. Must be full-time with an appointment of four (4) months or longer at the time of application.

In order to be eligible for undergraduate tuition benefits, children of staff members must satisfy the following eligibility requirements:

  1. Must meet IRS dependency exemption criteria; and
  2. Must be born to or legally adopted by the eligible staff member; and
  3. Must be enrolled in an undergraduate degree program before the age of 30.

Service Requirement

One year of full-time service will be credited if, during a staff member's employment year, he or she worked full time for nine (9) months; they need not be consecutive months.

One month of service credit will be given as long as the staff member has a full-time, active appointment of four (4) months or longer on the first day of the month. For example, if you begin a full-time appointment on the first day of the month, that month will count as a credit month toward meeting the service requirement; if the appointment begins on the second through the last day of the month, you will not earn one credit month for that month.

If you worked part-time and had at least 1,000 hours of service during a year, then you will be credited with half a year of service toward the five (5) year service requirement, for up to three (3) years of credit.  The remaining two (2) years of the five (5) year service requirement must have been worked while you were full-time and eligible for this benefit.

Service accumulates during approved university leaves of absence for full-time staff members as summarized below:

If a staff member terminates employment at Carnegie Mellon but returns to a full-time position within one year, prior full-time service will apply toward the service requirement. If the staff member is discharged for willful misconduct or does not return within one year from termination, prior full-time service will not be applied toward the service requirement.

Participation

Staff members must meet the eligibility and service requirements set forth above by the following dates:

Eligibility may be continued under the following circumstances:

Benefit Amount

Tuition Benefits at Carnegie Mellon

A one hundred percent (100%) tuition benefit is provided for dependent children enrolled in courses at Carnegie Mellon for a maximum of eight terms.

A fifty percent (50%) tuition benefit is provided for dependent children who enroll in Advanced Placement/Early Admission (APEA) summer courses. APEA courses do not count as a term toward the eight-term maximum. Pre-college courses are not covered.

Tuition Benefits at Other Institutions

The benefit level for full-time undergraduate study at other accredited colleges and universities will be awarded for tuition only, up to the Carnegie Mellon per term benefit amount. The per term benefit amount is announced by Carnegie Mellon from time to time.

Benefit Coverage

Tuition benefits cover:

  1. Credit-bearing courses only.
  2. Tuition only and are based on the actual tuition charged to the student.

Tuition benefits do not cover:

  1. Room and board, mandatory fees, lab fees, transportation costs or similar fees for credit-bearing courses.

Conditions and Limitations

The award of tuition benefits to an eligible staff member whose child attends Carnegie Mellon is contingent upon acceptance, enrollment and attendance of the dependent child in a course(s)/degree program at Carnegie Mellon. An application for tuition benefits is not an application for admission to any course or program nor does it constitute approval for any student to continue in any course or program. Each of these requirements is separate from and is additional to an application for tuition benefits.

The award of tuition benefits to an eligible staff member whose child attends another institution is contingent upon acceptance, enrollment and attendance of the dependent child in a full-time undergraduate degree program at the accredited institution.

Tuition benefits are available for eight (8) terms, whether provided for courses at Carnegie Mellon or at another institution. They need not be consecutive terms.

Summer study (whether full-time or part-time) at Carnegie Mellon or another institution will count as a term.

Part-time study during the academic year (permitted at Carnegie Mellon only) will also count as a term. If a student is attending Carnegie Mellon on a part-time basis, the staff member may elect to pay for the part-time study themselves rather than using tuition benefits, since the part-time study counts as a term and would be applied toward the 8-term limit.

Tuition benefits at other accredited institutions are limited to two (2) children, even if one child did not exhaust his/her benefit entitlement. There are no limits on the number of children eligible for tuition benefits at Carnegie Mellon.

Full-time undergraduate students attending Carnegie Mellon are encouraged to apply for federal grant assistance through the Pennsylvania Higher Education Assistance Agency (PHEAA) by May 1 annually. If you are interested in being considered for any form of financial aid, please contact the HUB at x8-8186 for additional information.

All financial aid resources regardless of source(s), including undergraduate tuition benefits, cannot exceed the cost of attendance for the academic year. If tuition benefits result in a student receiving more assistance than the total budgeted cost of education, tuition benefits will be reduced by the amount of the excess.

State and Local Income Tax Implications

The tuition benefit paid to other institutions outside of Carnegie Mellon are subject to Pennsylvania State and local taxation. Taxes will be withheld from salary, not from the benefit, in the same quarter in which the benefit is paid.

How to Apply for Tuition Benefits

Staff members whose eligible dependent children are enrolling in courses at Carnegie Mellon or other accredited colleges and universities should complete the Application for Tuition Benefits for Dependent Children and return it to the Benefits Office according to the following schedule:

Staff members will be notified of eligibility as soon as a determination is made. Students attending Carnegie Mellon will have tuition benefits awarded through the Financial Aid Office. Students attending other institutions will have tuition benefit checks made payable to the institution attended by the student and forwarded to the staff member for transmittal to the institution. Since some institutions require payment of tuition and fees at the time of registration, parents should be prepared to pre-pay tuition and fees. If this occurs, parents should make arrangements to obtain reimbursement from the institution that the student attends.

Questions or requests for an application should be addressed to the Benefits Office, 319 South Craig Street, or by calling campus extension 8-2047.



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