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EligibilityAre my children eligible?Dependent children who are full time students and under the age of 25 are eligible for Reduced and Portable Tuition benefits.
Is my spouse eligible?Yes. A spouse must be legally married to and have his or her principal residence with the employee in order to be eligible to participate in the Reduced Tuition Plan. An employee's spouse is not eligible to participate in the Portable Tuition Plan.
Are the children of my domestic partner eligible?Yes. The children of an employee's same gender domestic partner are eligible to receive Reduced Tuition and Portable Tuition benefits provided the employee has accumulated the specified number of full-time service and the partner's children are under age 25. The receipt of tuition benefits is considered as taxable income to the employee.
Am I eligible to receive tuition benefits after retirement?Tuition benefits may be received provided an individual is at least
age 55 and has accumulated specified years of continuous full-time
service as of the date of retirement. See the Summary
Plan Description
Do I have to be taking courses toward a degree in order to receive Educational Assistance benefits?No. You may register and receive Educational Assistance benefits for most courses offered by NU.
Can I take classes during the work day and receive Educational Assistance benefits?Yes, subject to Supervisory approval.
BenefitsIs there a limit to the benefit amount I may receive?The amount of Educational Assistance benefits an individual may receive on a tax free basis is limited by the IRS to $5,250 per calendar year. The maximum amount that Northwestern will pay toward Educational Assistance of the employee is $10,000 per calendar year. The amount of Reduced and Portable Tuition benefits is limited by the years of accumulated full time service.
What is my tax liability?Educational Assistance benefits received by an employee for undergraduate and graduate level study is considered by the IRS as non taxable up to a limit of $5,250 per calendar year. Amounts received above $5,250 are considered as taxable benefits. The University provides tuition benefits of either 75% or 85% depending upon the level of study up to a maximum benefit of $10,000 per calendar year. Amounts between $5,250 and $10,000 are therefore subject to taxation. Reduced Tuition and Portable Tuition benefits are considered non taxable.
In the event the portable tuition benefit is made payable to an employee and his or her child does not complete the term of study, the benefit payment is considered taxable income to the employee.
What does the benefit cover?Tuition and mandatory fees such as lab fees are covered by the Portable Tuition plan. Benefits provided do not cover the cost of books, student health insurance premiums or room or board. Benefits provided cover the tuition for undergraduate level courses.
How do I submit an application?An application may be obtained by download. The completed application must be submitted to the Benefits Division. Medical School faculty should submit completed applications to the Dean's office.
Is there a deadline for submitting an application to receive Portable Tuition Benefits?An application for tuition benefits must be made within the calendar year in which the tuition expense is incurred.
Do I need to apply for the benefit every year or every semester or quarter?
How is the benefit applied?The amount of the Reduced Tuition benefit for a spouse or dependent children is deducted from the full amount of the tuition. University College students and special Summer Session students must pay the balance due at the time of registration. For all other programs, the Division of Student Accounts issues a statement that reflects the full tuition amount, the benefit amount and the amount to be paid. Payment of the balance owed should be made the University Bursar.
What happens if I drop a class or terminate employment?Eligibility for Educational Assistance, Reduced Tuition and Portable Tuition benefits cease upon any of the following:
If eligibility is lost during a term, the tuition benefit is provided through the end of that term of study.
Can the Portable Tuition benefit payment be made payable to my child's school?Yes. Portable Tuition benefit payments are made payable to the child's school. The payment is issued by Accounts Payable and forwarded to the Benefits Division for pick up or mailing to the employee. If you have already paid the school, the benefit payment may be made payable to you. You must provide written evidence that your child completed the term of study for which the benefit payment is made. If the child did not complete the term of study, the benefit payment is considered by the IRS to be taxable income to the employee.
My child attends Stanford during the regular school year and takes classes at NU during the summer. Am I eligible to receive tuition benefits for the summer term? Yes. Tuition benefits, however, are limited to eight semesters or twelve quarters in any combination.
My child attends NU during the regular school year and will be participating in a Study Abroad program next year. Am I eligible to receive Reduced Tuition benefits for the Study Abroad program?Yes. The Study Abroad program must be sponsored and tuition for the Study Abroad program billed by NU in order to receive benefits under the Reduced Tuition Plan. If the Study Abroad program is sponsored and tuition for the program billed by a school other than Northwestern University, tuition benefits will be received under the Portable Tuition Plan. Eligibility and benefits received are subject to the terms of the applicable plan.
What is the maximum number of classes per term my child can take at the School of Continuing Studies and receive the 85% reduction in tuition?The maximum number of classes is 4 classes per semester.
What is Summer Session?See the
Summary
Plan Description
What is the School of Continuing Studies (formerly University College)?See information on School of Continuing Studies on the SCS Homepage
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| Plans | Type of Employee | Life Change Event | Benefits FAQ | Benefits Forms | Provider Contact Information Human Resources Home | Jobs | Training & Development | Benefits | Payroll | HRIS | Forms | Policies & Procedures Staff Handbook  | Holiday Schedule | Human Resources Staff.Northwestern Home | Northwestern Calendar: Plan-It Purple | Northwestern Sites A-Z | Northwestern Search Human Resources 720 University Pl. Evanston, IL 60208 Phone: 847-491-7513 Fax: 847-467-2288 E-mail:benefits@northwestern.edu Last updated 11/12/2009 World Wide Web Disclaimer and University Policy Statements © 2009 Northwestern University |
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