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IU Fee Courtesy Plan
Table of Contents:
plan | eligibility | employees, spouses & domestic partners | dependent children | independent study & advanced project courses | appeals | enrollment provisions | plan contributions | graduate fee taxation | Indiana University High School (IUHS)
Plan
Eligible individuals may receive an IU subsidy toward the tuition costs associated with attending Indiana University classes.
Eligibility
The following categories of individuals associated with Indiana University are eligible for the Fee Courtesy benefit and the IUHS tuition waiver:
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Appointed full-time (100%) Faculty and Staff employed by the end of the first week of the semester or session.
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Appointed full-time (100%) Faculty and Staff on an approved leave of absence.
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Individuals with IU Retiree status.
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Disabled former employees receiving long-term disability benefits from a University-sponsored plan, Social Security Administration, or PERF.
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The spouse, registered domestic partner, and dependent children of an individual in any of these categories.
Plan provisions for Employees, Retirees, Spouses and registered Domestic Partners:
Benefit is a subsidy of covered tuition up to a dollar maximum per semester* based on the Indiana resident per-credit-hour rates at each campus, and in the case of some employees, on class standing (undergraduate, graduate, or professional). Covered tuition does include independent study and audit hours.
Excluded from fee courtesy are special fees such as those for applied music, student teaching, laboratories, education early experience, dissertation research (G901 and B798), rental of special equipment or facilities, and fees for non-credit courses.
Approval of the Department Head is necessary when classes are scheduled during the staff employee's working hours. See the applicable Training and Education personnel policy for provisions about covering time away from the job.
If applying for fee courtesy retroactively, enrollment forms can not be accepted after December 31st of the year in which the academic year ended.
If the enrollment form has not been completed and approved in sufficient time prior to registration, the student will be required to make payment in full by the due date. A refund will subsequently be issued by the office of the Bursar.
For the dependent child of an eligible individual :
A dependent child is defined as:
A child, stepchild, or a child whose legal guardian is an eligible individual, or a child of a deceased parent or legal guardian who was an eligible employee at the time of death (provided the child was a legal dependent at the time of the parent or guardian's death), and on the first day of the session for which fee courtesy is being sought:
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is 23 years of age or under, and
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is unmarried, and
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meets the IRS Support test as a dependent of the employee, spouse or registered same sex partner
The fee courtesy value is a subsidy of 50% of the Indiana resident undergraduate rate, for a maximum of the first 140 credit hours (which includes transfer hours) or the first baccalaureate degree.
Fee courtesy will be discontinued at the end of the semester or session in which the child ceases to be a dependent, or in which the employee's employment is terminated for reasons other than retirement, disability, or death.
Excluded from fee courtesy are special fees such as those for applied music, student teaching, laboratories, education early experience, dissertation research (G901), rental of special equipment or facilities, and fees for non-credit courses.
If applying for fee courtesy retroactively, enrollment forms can not be accepted after December 31st of the year in which the academic year ended.
If the enrollment form has not been completed and approved in sufficient time prior to registration, the student will be required to make payment in full by the due date. A refund will subsequently be issued by the office of the Bursar.
Independent Study and Advanced College Project Courses
Fee courtesy is applicable to Advanced College Project and Independent Study courses. Fee Courtesy for independent study will be treated as a reimbursement once the student has paid all tuition and fees and has completed the course.
Reimbursement and fee courtesy enrollment forms for independent study can not be accepted after December 31st of the academic year in which the independent study course was completed.
Appeals
Applicants who feel they have been unjustly denied the benefits of this policy may present a written appeal to University Human Resource Services.
Enrollment Provisions
Enrollment forms for Fee Courtesy cover one academic year, beginning with Fall Semester.
Forms are available on the University Human Resource Services Web site or from each campus human resources office.
Completed forms should be submitted to the campus of enrollment, which may be different from the campus of employment.
In order to avoid being billed for the full tuition amount, employees are encouraged to submit this form for the academic year as soon as possible. If this enrollment form is processed after the student has been billed for tuition, the Fee Courtesy award becomes a reimbursement after the student has paid all fees. Fee Courtesy enrollment forms cannot be accepted after December 31st of the year in which the academic year ended.
A new enrollment form must be submitted for each academic year.
Plan Contributions
The Fee Courtesy benefit plan is completely funded by Indiana University.
Graduate Fee Taxation
Fee Courtesy for graduate level courses is treated as taxable income under 1996 Federal legislation. In accordance with IRS regulations, the University withholds these taxes from the employee's pay. The employee's pay notice includes the amount of Fee Courtesy benefits counted as taxable income.
Indiana University High School (IUHS) Tuition Waiver
Summary
IUHS is a virtual high school that provides individual courses as well as a fully accredited high school diploma through distance learning offered by the IU School of Continuing Studies. IUHS is accredited through the North Central Association and accepted for college admission by Indiana University and Big Ten schools, as well as many other universities nationally.
IUHS can be used by adults as an alternative to a GED education, by parents home schooling their children, as a supplement to regular high school programs, and by faculty or staff who wish their children to complete a domestic high school degree while overseas.
Benefit Amount
The benefit provides a 25 percent waiver of course tuition for eligible employees and their dependents who enroll in courses offered through IUHS.
Eligibility
Same as eligibility for IU classes. See above.
Enrollment
Enrollment must be completed before registration for IUHS classes in order to receive the waiver. The waiver cannot be applied to courses after registration has taken place. IU Fee Courtesy forms cannot be used for this benefit. Use one of these two forms:
After verification of eligibility, enrollment information will be provided to IU School of Continuing Studies and the student may register for IUHS classes using the tuition waiver.
Contact
Questions about eligibility can be addressed to University Human Resource Services.
812-856-0218 or
Questions about IUHS program information, tuition charges, billing, and the waiver should be directed to the IU School of Continuing Studies.
812-855-2292 or 800-334-1011 (toll free) or
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