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

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 is current 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 faculty 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 Faculty Members

Purpose

The Undergraduate Tuition Benefit Program provides a variety of tuition benefits to faculty members and their dependents. One feature of the Undergraduate Tuition Benefit Program is to provide tuition benefits to an eligible faculty 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, faculty members must satisfy the following eligibility requirement:

In order to be eligible for undergraduate tuition benefits, children of faculty 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 faculty member; and
  3. Must be enrolled in an undergraduate degree program before the age of 30.

Participation

Faculty members may participate provided they meet the eligibility 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 (8) 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.

There are no limits on the number of children eligible for tuition benefits at Carnegie Mellon.

Tuition Benefits at Other Institutions

The benefit level for full-time undergraduate study at other accredited colleges and universities will be awarded for a maximum of eight (8) terms for tuition only, up to the following amounts:

Note: Any tuition benefits received at Carnegie Mellon offset the benefits for which a dependent child is eligible at another institution and vice versa. For example, a child who received tuition benefits at Carnegie Mellon for three terms would be eligible for tuition benefits at another institution for only five terms, since there is an eight-term limit per child under both plans.

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 faculty 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 faculty 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 faculty member may elect to pay for the part-time study themselves rather than use tuition benefits, since the part-time study counts as a term and would be applied toward the 8-term limit.

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 ext. 8-8186 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

Faculty 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:

Faculty 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 faculty 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 ext.8-2047.

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