Tuition Assistance Benefit

1. The employee must be in:  a) a regular (non-temporary) position; b) a benefits-eligible job code; and c) an appointment of 20 hours (50% FTE) or more per week.  Review the “TAB” column for eligibility as published in the Benefit Eligibility Matrix.
    
2. If an employee has multiple regular (non-temporary) appointments that collectively equal 20 hours (50% FTE) or more in a benefits-eligible job code, they will be combined to determine eligibility.
    
3. The employee must be in an active appointment and have an effective date (per NOTE below) for benefits at the time of the published campus deadline, per the TAB website, for the semester in which the benefit is being applied.
   
   NOTE: Effective date for benefits eligibility is the first of the month if the employee is hired on the first day of the month.  If hired after the first day of the month, benefits eligibility begins the first day of the following month.
    
4. Being on FMLA-documented leave or sabbatical does not preclude eligibility for the benefit.

Each campus has established specific rules governing operation of the dependent TAB, as specified in section II.E.  The following requirements apply, however, to all eligible dependents seeking to use TAB.

1. Dependent eligibility verification is required, for each individual dependent, as it is required for other employee benefits permitting dependent coverage.
    
2. The following relationships are eligible for TAB although they are not, by IRS definition, eligible dependents. The monetary value of such tuition benefit will be subject to income taxation:
   1. Domestic partner or civil union partner who are not legally married;
       
   2. A dependent child of a domestic partner or civil union partner to whom you are not legally married; and
       
   3. An employee’s dependent child who is not eligible to be claimed as a dependent on the employee’s Federal Form 1040 US Individual Income Tax Return.

1. Nine credits are available each academic year (Fall-Summer) to be applied against tuition costs on a space-available basis at any CU campus for undergraduate or graduate credit-granting courses, complying with restrictions set within the course requirements.
     

   Campus of Registration	Undergraduate and Graduate Registration requirements	Wait List
   Denver	*May register seven (7) calendar days prior to the first day of the semester or the first day of class, whichever is earlier.	Allowed to wait-list
   Anschutz
   Boulder
   Colorado Springs

   *Pilot Program
   
   Important Note:  The employee will not be eligible for TAB for the current semester if registration requirements are not followed, as stated above.

2. The nine credits can be used in one semester or split among semesters during the same academic year, which begins with the fall semester.
    
3. Supervisor approval is not required to take a course. Supervisor approval for class attendance during normal work hours is required as for any absence reason but does not require separate documentation.
    
4. The benefit may not be applied to any course that is auxiliary funded, such as Continuing Education, Extended Studies, the Executive MBA program, the One Year MBA program or CU Boulder’s Part-Time, Evening MBA program or programs offered through Coursera.  Course eligibility is administered at the campuses.
    
5. The benefit may not be applied to study abroad or audited courses.
    
6. Each year a select number of Boulder campus and System employees are eligible to use their nine-credit tuition assistance benefits for an employee development opportunity available through the Boulder campus Department of Human Resources and the Lockheed Martin Engineering Management Program (EMP), Leadership and Management Graduate Certificate.
    
7. The amount of TAB you receive is considered financial assistance and may impact financial aid eligibility.
    
8. For undergraduate Colorado residents, each registering student must apply and authorize the College Opportunity Fund (COF). TAB only applies to the net tuition after COF. The students are responsible to pay the difference if COF is exhausted.
    
9. Only Nursing, Public Health and Graduate School courses (exceptions are listed on the Employee Services TAB website) on the Anschutz Medical Campus are eligible for the benefit.
    
10. The TAB application must be completed and submitted to Employee Services by the campus of registration’s TAB application deadline as published on the website.

1. Eligible employees may give their TAB to an eligible dependent or split it between eligible dependents.
    
2. If an employee and spouse are both eligible employees of the university, they must follow the rules under ‘University Criteria for Eligible Employees’ in section II.C.  Employees married to each other cannot be considered as dependents of each other for purposes of TAB.
    
3. Two options are available for TAB enrollment, Option A-Home Campus or Option B-Other Campus.  You must pick one dependent option.  Option A and B cannot be used at the same time nor in the same academic year. For specific campus rules under Options A and B, refer to Section II.E.1 and 2.
    
4. If multiple dependents are using TAB, only one Option (A or B) is allowed during the same academic year (Fall-Summer). The benefit cannot be split between the employee and dependent.
    
5. Dependent(s) may register during the normal designated registration date period for undergraduate or graduate credit-granting courses.
    
6. The amount of graduate tuition benefit the CU employee receives is subject to income taxation. See IRS Publication 970 - Tax Benefits for Education.
    
7. The amount of TAB you receive is considered financial assistance and may impact financial aid eligibility.
    
8. The dependent(s) seeking to use the benefit must satisfy applicable admissions requirements prior to registration deadlines.
    
9. For undergraduate Colorado residents, each registering student must apply and authorize the College Opportunity Fund (COF). The tuition benefit only applies to the net tuition after COF.  The students are responsible to pay the difference if COF is exhausted.
    
10. The benefit may not be applied to any course that is auxiliary funded, such as Continuing Education, Extended Studies, the mini-MBA, the Executive MBA program, the One Year MBA program or CU Boulder’s Part-Time Evening MBA program or programs offered through Coursera.  Course eligibility is administered at the campuses.
     
11. The benefit may not be applied to study abroad or audits.

1. Option A – Home Campus: Eligible dependents are required to take classes on the employee’s campus of employment.
    
2. Option B – Other Campus: Eligible dependents can attend classes on any CU campus other than the employee’s campus of employment

OPTION A - Home Campus

CU Anschutz and CU Denver	9 credits for undergraduate or graduate credit-granting courses. Limited to eligible courses offered by CU Anschutz and CU Denver Campuses.  Options available under Anschutz are limited to Nursing, Public Health, and Graduate School courses; exceptions are listed on the Employee Services Tuition Assistance website. If both parents/partners are employed at CU in eligible appointments, the dependent(s) may waive up to a combined maximum of 18 credit hours per academic year (Fall-Summer).
CU Boulder	30% tuition benefit for undergraduate or graduate credit granting courses. Limited to eligible courses offered by CU Boulder. Each dependent of the employee is entitled to receive the 30% tuition benefit.  If both parents are employed at CU Boulder and/or System, each of the dependents are eligible for 60%.
CU Colorado Springs	9 credits for undergraduate or graduate credit-granting courses. Limited to eligible courses offered by CU Colorado Springs. If both parents/partners are employed at CU in eligible appointments, the dependent(s) may waive up to a combined maximum of 18 credit hours per academic year (Fall-Summer).
System Administration	The system administration follows the campus rules where classes are being taken. May use any of the campus options.  Any campus of registration is considered the dependent’s Option A-Home Campus. May enroll in eligible courses on any campus.

OPTION B – Other Campus

All Campuses

Eligible dependents receive $270 per credit hour for a maximum of nine (9) credits ($2,430) per academic year. Eligible Dependents may register during the normal designated registration date for undergraduate credit-granting courses. Graduate courses are not eligible. If both parents are eligible employees of the university, the dependent(s) may receive $270 per credit hour for a combined maximum of 18 credit hours per academic year. Eligible dependents may enroll for courses on any campus. Nine (9) credits can be used in one semester or split amongst semesters during the same academic year which begins with the fall semester.

NOTE: If an employee has a dependent enrolled at their campus of employment and a secondary eligible employee is employed at another campus and applying the TAB to the same dependent, the Option A-Home Campus from the campus of enrollment must be applied first to the dependent’s tuition. Then, Option B-Other Campus from the secondary parent can be applied to the dependent’s tuition.