蘑菇传媒

The University reserves the right to modify, amend or terminate the Employee Tuition Waiver Benefit at any time. This document provides only a summary of the main features of the plan. A paper copy of this information is available for free from the Office of Total Rewards.

*For an hourly-paid staff member, annual salary is standard annual hours times the hourly rate of pay; for a salaried faculty or staff member, annual salary is 12 times the regular monthly salary or 24 times the regular semi-monthly salary. For faculty members under the School of Medicine and Dentistry Master Clinical Faculty Compensation Plan, annual salary means 鈥淭argeted Salary.鈥�

**Active employment in an eligible status must be maintained through the completion of the course and the faculty or staff member must successfully complete the course. If these criteria are not met, the faculty or staff member will be responsible for the payment of the course and any related late fees.

1. Confirm your eligibility for the tuition waiver benefit
   Eligible employees include those with at least 1 year of full-time service or 2 years of part-time service. If you are unsure of your eligibility, please review the above Plan-at-a-Glance. If you have additional questions, contact the Office of Total Rewards at (585) 275-0476 or via email at TuitionBenefits@UR.rochester.edu
2. Complete the online Employee Tuition Waiver application

   1. Log into myURHR Workday using your Active Directory, click on 鈥楤enefits and Pay鈥� on the homepage under the Apps section, click on 鈥楨mployee Tuition Waiver Application鈥� under the Suggested Links section.

3. Employee Tuition Waiver Process after submission
   1. Review the appropriate school鈥檚 registrar website for assistance in determining tuition cost. If you believe your application was processed but the waiver is not reflected on your student account and would like to know your balance due, please contact the Bursar’s Office at (585) 275-3931.

NOTE: All applications must be submitted no later than 30 days from the start of the course.

Eligibility

(Individuals represented by collective bargaining agreements receive benefits in accordance with those agreements)

Regular Full-Time Faculty/Staff: Upon completion of 1 year of full-time service

• Regular Part-Time Faculty/Staff are not eligible for tuition reimbursement benefits.

Regular Full-Time Faculty/Staff

70% tuition reimbursement for up to two courses (including approved non-credit courses and certification/recertification exams) in each relevant semester or quarter, if such course is directly related to the employee鈥檚 job at the University*

In no instance is an employee eligible for tuition reimbursement of more than a total of 2 courses/certification/recertification exams per semester or quarter.

How to Apply

Complete an Employee Tuition Reimbursement Application by logging into myURHR Workday using your Active Directory, click on 鈥楤enefits and Pay鈥� on the homepage under the Apps section, click on 鈥楨mployee Tuition Reimbursement Application鈥� under the Suggested Links section. Apply no later than 30 days from the start date of the course(s).’

Payment of Tuition Reimbursement

Within 90 days of successful course/exam completion, applicable course/exam documentation (i.e. grade report, proof of cost and payment) must be submitted to the Office of Total Rewards.

Payment of Tuition Reimbursement

Find out when your tuition reimbursement was processed and what check you can expect your reimbursement to be loaded into your paycheck by logging on to myURHR Workday using your Active Directory, click on 鈥楤enefits and Pay鈥� on the homepage under the Apps section, click on 鈥楨mployee Tuition Reimbursement Application鈥� under the Suggested Links section.

The University reserves the right to modify, amend or terminate the Employee Tuition Reimbursement Benefit at any time. This document provides only a summary of the main features of the plan. A paper copy of this information is available for free from the Office of Total Rewards.

* Active employment in an eligible status must be maintained through the completion of the course and the faculty or staff member must successfully complete the course. If these criteria are not met, the faculty or staff member will be responsible for the payment of the course and any related late fees.

1. Confirm your eligibility for the tuition reimbursement benefit
Eligible employees include those with at least 1 year of full-time service. If you are unsure of your eligibility, contact the Office of Total Rewards at (585) 275-0476 or via email at TuitionBenefits@UR.rochester.edu.

2. Complete the online Employee Tuition Reimbursement application

1. 1. Log into聽myURHR Workday聽using your Active Directory, click on 鈥楤enefits and Pay鈥� on the homepage under the Apps section, click on 鈥楨mployee Tuition Reimbursement Application鈥� under the Suggested Links section.

3. Tuition Reimbursement Approval Process
The Office of Total Rewards will notify you of your tuition reimbursement applications approval/denial via email.

4. Payment of 70% Tuition Reimbursement

Within 90 days of course completion, the employee must submit an itemized tuition bill, including proof of cost and payment, and proof of successful course completion (i.e. grade report) by logging into myURHR Workday using your Active Directory, click on 鈥楤enefits and Pay鈥� on the homepage under the Apps section, click on 鈥楨mployee Tuition Reimbursement Application鈥� under the Suggested Links section.

Note: Once paperwork is submitted, reimbursements will be loaded into employee鈥檚 paychecks within 1-2 pay periods of paperwork being received. All applications must be submitted no later than 30 days from the start of the course.

The combination of any merit award(s) and tuition benefits may not exceed tuition. Any tuition benefit will be part of the needs-based calculation.

The University reserves the right to modify, amend or terminate the Dependent Children Tuition Waiver Benefit at any time. This document provides only a summary of the main features of the plan. A paper copy of this information is available for free from the Office of Total Rewards.

*- Regular full-time and regular part-time (appointed to work at least 17.5 hours or more per week) staff who are members of SEIU 1199 Upstate-SMH and SEIU Local 200 United-River Campus are eligible for tuition benefits for dependent children

– Children of Strong Memorial Hospital Residents and Fellows, children of Departmental Fellows and children of Postdoctoral Associates 093 are not eligible for tuition benefits

**The dependent child tuition benefit is available only while the employee is actively employed in an eligible status. Should employment cease (or eligibility otherwise cease) during a semester/quarter, the benefit will be prorated for that semester/quarter.

1. Confirm your eligibility for the dependent children tuition waiver benefit
   1. 5 years, 6 years or 10 years of service depending on the benefit. If you are unsure, contact the Office of Total Rewards at (585) 275-0476 or via email: TuitionBenefits@UR.rochester.edu.
2. Complete the online Dependent Children Tuition Waiver application

   1. Log into myURHR Workday using your Active Directory, click on 鈥楤enefits and Pay鈥� on the homepage under the Apps section, click on 鈥楧ependent Child Tuition Waiver Application鈥� under the Suggested Links section.

      b. Complete the application and hit “Submit”

3. Dependent Children Tuition Waiver Process after submission
   1. The Office of Total Rewards will approve the appropriate waiver benefit and notify Financial Aid.
   2. Financial Aid adjusts the student鈥檚 account per the waiver benefit.

NOTE: All applications must be submitted no later than 30 days from the start of the course.

If your courses are deemed taxable, you will receive a tax break up to $5,250 each calendar year (January 1鈥揇ecember 31).

1. Is the graduate/non-credit course required to meet the minimum education requirements of my position?**

• If yes 鈥� taxable
• If no 鈥� read next question

2. Is the graduate/non-credit course part of a program of study that will qualify me for a new trade or business?***

• If yes 鈥� taxable
• If no 鈥� read next question

3. Will the graduate/non-credit course maintain or improve skills required, appropriate or helpful to my current position?

• If yes – non-taxable
• If no 鈥� read next question

4. Is the graduate/non-credit course required as a condition to retain my current position or pay rate?

• If yes – non-taxable
• If no – taxable

*For the course to qualify as a tax exempt job-related course, the answers to the first two questions must be 鈥淣o鈥�, and the answer to either the third or fourth question must be 鈥淵es鈥�.

**Minimum Required Education:聽For example, suppose an employee, who holds a bachelor’s degree, obtains temporary employment as an instructor at the University and undertakes graduate courses as a candidate for a graduate degree. Also, suppose the employee may become a faculty member only if he/she obtains a graduate degree and may continue as an instructor only so long as he/she shows satisfactory progress towards obtaining his/her graduate degree. The graduate courses taken by the employee constitute education required to meet the minimum educational requirements for qualification in the employee鈥檚 trade or business and, thus, the expenditures for such courses in excess of $5,250 are not deductible.

***New Trade or Business:聽For example, a program of study qualifies an employee for a new trade or business if successful completion of the program would qualify the employee to: (1) meet a new category of professional licensure or certification required to perform a particular job (e.g. nurse practitioner certification); or (2) be employed in a position that has a different educational requirement than his/her current position, either within or outside the University. NOTE: Intention or actual job change is irrelevant; even if the employee does not intend to change positions, or does not take a new position, the tuition benefit is taxable if the employee becomes qualified to do so.

Graduate tuition assistance benefits and/or tuition reimbursement for non-credit courses that exceed $5,250 in a calendar year are taxable wages unless the course satisfies the requirements for a tax deductible job-related course under IRS rules. Generally, a job-related course will satisfy these IRS requirements if it maintains or improves skills for the individual鈥檚 present job, or if the course meets the employer鈥檚 express requirements for retaining the job, and the course is not part of a program that will qualify the individual for a new trade or business.

If you believe that your proposed graduate level course(s) and/or non-credit course(s) satisfies the requirements for a tax deductible job-related course under IRS rules, follow these instructions:

• For the employee tuition waiver benefit, answer all the applicable questions on the online Employee Tuition Waiver application available in myURHR Workday.
• For the employee tuition reimbursement benefit, answer all the applicable questions on the online Employee Tuition Reimbursement application available in myURHR Workday.

(Employees can use the information above to determine whether or not a course is taxable).

For taxable tuition benefits:
Applicable Federal and State income taxes and FICA taxes (approximately 41.35% of the taxable tuition amount) will be deducted from the employee鈥檚 paycheck when the waiver is approved or the reimbursement is paid to the employee. In addition, the taxable income will be reflected on the W-2 for the calendar year when the actual tuition benefit is posted to the student鈥檚 account or reimbursed to the employee.

1. Add up the amount of tuition benefits you are receiving for the graduate course and/or non-credit courses you will be taking during the winter/spring semester/quarter.

Example: 2 courses for $3,330 each- $3,330 + $3,330 = $6,660

2. Deduct $5,250 from the total amount of graduate tuition benefits for the semester/quarter. This new total is the taxable amount of your employee tuition benefits for the current semester/quarter.

Example: $6,660 – $5,250 = $1,410.00

3. Multiply the taxable amount by 41.35% (the approximate rate of tax for Federal and State income taxes and FICA taxes). This new total is roughly equal to the amount of taxes that will be deducted from your paycheck(s) during the current semester (tuition waiver) or the amount your reimbursement will be reduced (tuition reimbursement).

Example: $1,410 x 41.35% = $583.04 (Estimated deduction from your paycheck (tuition waiver) or amount your benefit will be reduced (tuition reimbursement).

4. Then, if you are taking more courses in another semester (summer or fall), add up the amount of tuition benefits for the graduate courses you will be taking during that semester/quarter.

Example: 2 courses for $3,330 each- $3,330 + $3,330 = $6,660.

If you have already received graduate tuition benefits over $5,250 during the calendar year, this entire total is the taxable amount of your employee tuition benefits for that semester/quarter.

5. Multiply the taxable amount by 41.35% (the approximate rate of tax for Federal and State income taxes and FICA taxes). This new total is roughly equal to the amount of taxes that will be deducted from your paycheck(s) during that semester (tuition waiver) or the amount your tuition benefit will be reduced (tuition reimbursement).

Example: $6,660 x 41.35% = $2,753.91 (Estimated deduction from your paycheck (tuition waiver) or amount your benefit will be reduced (tuition reimbursement).

At the URochester, the service requirement for the tuition benefits plan may be met by service at another college, university, or 蘑菇传媒 affiliated teaching hospital, as well as service at a member of the controlled group of the University that offered a tuition benefit plan for which the faculty or staff member was eligible. To receive credit for such prior service, please complete the Service Credit online form.

Beginning 1/8/2025, you can apply online for the Employee Tuition Waiver Benefit for Spring 2025 by logging into聽myURHR Workday聽using your Active Directory, click on 鈥楤enefits and Pay鈥� on the homepage under the Apps section, click on 鈥楨mployee Tuition Waiver Application鈥� under the Suggested Links section.

Please contact TuitionBenefits@UR.rochester.edu聽for questions or concerns with your application.

If you are registered for music instruction through the Eastman Community Music School, please email TuitionBenefits@UR.rochester.edu for a paper application.

Beginning 1/1/2025, you can apply online for the Employee Tuition Reimbursement Benefit for Winter/Spring 2025 by logging into聽myURHR Workday聽using your Active Directory, click on 鈥楤enefits and Pay鈥� on the homepage under the Apps section, click on 鈥楨mployee Tuition Reimbursement Application鈥� under the Suggested Links section.

Please contact TuitionBenefits@UR.rochester.edu聽with any questions.

Beginning 1/1/2025, you can apply online for the Employee Reimbursement of Professional Certification/Recertification Exams for Spring 2025 by logging into聽myURHR Workday聽using your Active Directory, click on 鈥楤enefits and Pay鈥� on the homepage under the Apps section, click on 鈥楨mployee Tuition Reimbursement Application鈥� under the Suggested Links section.

Apply online for the Dependent Child Tuition Waiver Benefit by logging into myURHR Workday using your Active Directory, click on 鈥楤enefits and Pay鈥� on the homepage under the Apps section, click on 鈥楧ependent Child Tuition Waiver Application鈥� under the Suggested Links section.