UNIVERSITY OF PITTSBURGH POLICY 02-07-01

CATEGORY:              ACADEMIC AFFAIRS

SECTION:                  Faculty Educational Benefits

SUBJECT:                 Employee/SPouse/Dependent Scholarships for Faculty

EFFECTIVE DATE:   March 1, 2011 Revised

PAGE(S):                   4

I.    SCOPE

      This policy establishes the scholarships available under the University of Pittsburgh

      Benefits Program, the terms of the scholarships, and the criteria for determining the

      eligibility of:

      -     Faculty members, faculty spouses, and dependent children of faculty to receive tuition

            scholarships if enrolled at the University of Pittsburgh.

      -     Dependent children of faculty to receive tuition scholarships if enrolled at other

            accredited institutions.

      -     Dependent children of faculty to receive tuition scholarships if enrolled at Falk School.

II.   POLICY

      The University provides the following educational benefits to eligible faculty.  Effective with

      the Spring Term, 92-2, all faculty members and their dependents receiving these benefits

      are classified as Pennsylvania residents for tuition assessment, with the exception of

      those faculty members classified as Non-Immigrant (Citizen Code FS).

      FACULTY SCHOLARSHIPS

      Tuition scholarships are available to all full-time faculty members, faculty librarians,

      research associates, chaplains, and ROTC faculty.

      With the exception of the Executive MBA Program in the Joseph M. Katz Graduate School

      of Business, the tuition scholarship covers all tuition for the first six credits taken each term

      at the University of Pittsburgh, except for a charge of 3% of the tuition rate for

      undergraduate programs and 10% of the tuition rate for graduate programs.  (To enable

      faculty to complete their degree through continuous enrollment, the $5 per credit charge will

      be maintained for those faculty who enrolled in Fall 94-1, Spring 94-2, or Summer 94-3.)  All

      other fees and charges are the responsibility of the student.  The student must also pay

      the full tuition for any credits in excess of six.

      Part-time faculty in the tenure stream or tenured, and part-time librarians who have been

      granted expectation of continued employment and who are no less than half-time, are

      eligible to receive a tuition scholarship proportionate to a full-time appointment.

      SPOUSE SCHOLARSHIPS

      Spouses of full-time faculty members, faculty librarians, and research associates are

      eligible for a tuition scholarship.  Spouses of ROTC faculty who serve full-time on campus

      are also eligible.

      Provided the spouse has been accepted as a degree or certificate candidate at either the

      undergraduate or graduate level, the terms of the scholarship are the same as those

      listed for faculty scholarships above except the charge is 10 % of the tuition rate for both

      undergraduate and graduate programs.  (To enable faculty's spouses to complete their

      degree through continuous enrollment, the $5 per credit charge will be maintained for

      those faculty's spouses who enrolled in Fall 94-1, Spring 94-2, or Summer 94-3.)

      Proof of marriage must be furnished when applying for the scholarship.

      DEPENDENT CHILDREN SCHOLARSHIPS 

      Within the context of the educational benefits program, the following two requirements for

      dependency must be met:

      1.   The student must be a natural, adopted, or step child of the employee.

      2.   The student must be listed as a child dependent on the employee's Form 1040 U.S.

            Individual Income Tax Return for the calendar year most applicable to the academic

            term for which scholarship application is being made.

      The University requires documentation to verify dependency status.

      Dependent Children Attending the University of Pittsburgh

      The dependent children of full-time faculty, faculty librarians, ROTC faculty, and research

      associates on the University payroll are eligible for scholarships covering full

      undergraduate tuition at the University of Pittsburgh for 12 allowable terms.  All other fees

      and charges are the student's responsibility.

      -     The scholarship covers full undergraduate tuition at the University of Pittsburgh.

      -     The dependent child is eligible for a maximum of 12 terms of full- or part-time study in

            an undergraduate program leading to a first baccalaureate degree.

      -     Registration for less than a full load in Fall, Spring, or Summer uses one of the 12

            allowable terms.  Also, dependent children attending high school and registering for

            courses in a term at the University use one term of the 12 allowable if they matriculate

            at the University.

      Dependent Children Attending Other Institutions Not Part of the Tuition Exchange

      Scholarship Program

      As of 9/1/94, this program was discontinued.  However, it remains available as follows.

      The University has a scholarship program for the dependent children of full-time faculty

      members and faculty librarians (hired by 9/1/94 or having accepted in writing an offer of

      employment by 9/1/94) who wish to attend an accredited college or university other than

      the University of Pittsburgh.  Dependent children of research associates who receive an

      annual salary of at least $17,500 and have been hired by 9/1/94 or have accepted in

      writing an offer of employment by 9/1/94 are also eligible.

      Dependent children of part-time faculty in the tenure stream or tenured, and part-time

      faculty librarians who have been granted expectation of continued employment and who

      had an appointment for no less than half-time, who are retired, on disability, or deceased

      are eligible to receive the tuition scholarship proportionate to a full-time appointment at the

      University of Pittsburgh.

      -     Dependent children may attend any other accredited college or university as a

            full-time or part-time student.

      -     The scholarship covers tuition up to a maximum of the in-state, full-time undergraduate

             tuition for two terms in the College of Arts and Sciences at the Pittsburgh Campus per

             year for a maximum of four academic years.

      -     A student who has not used the maximum per year and wishes to attend another

            institution or the University of Pittsburgh for the remainder of that academic year as

            a full- or part-time undergraduate may have the balance applied to that tuition.

      -     For students transferring from another college or university to the University of

            Pittsburgh, each academic year at the other institution will be equivalent to two terms

            at the University of Pittsburgh.

      -     Dependent children attending high school and registering for courses at the University

            of Pittsburgh will have the tuition payment deducted from the maximum scholarship

            amount if they matriculate at another college or university.

      Falk School Scholarships

      Falk School scholarships up to one quarter tuition are available to dependent children of

      full-time faculty members and faculty librarians.

      -     Operated by the School of Education, the Falk School consists of nine non-graded

             classes, kindergarten through eighth grade.

      The children are admitted through the regular procedures of Falk School.  See Procedure

      09-05-16, Falk School: Tuition and Fees.

      RETIRED/SEPARATED FACULTY

      Eligibility of separated, disabled, retired, or deceased faculty for the above scholarships is

      established by Policy 02-07-02, Effect of Separation on Eligibility for Faculty Scholarship

      Benefits.

      TAX WITHHOLDING ON TUITION SCHOLARSHIPS

      Education benefits for employees are subject to Federal, State, and Local taxation

      regulations as are in effect from time to time with respect to the following:

      1.   Matriculation of the employee being classified as graduate level.

      2.   Exclusion from taxable income for educational benefits up to a maximum annual

            amount.

      3.   Exclusion from taxable income for educational benefits if certain requirements and

            conditions are fulfilled.

      Separate regulations also apply to the following other categories of education benefits of

      employees:

      1.   An employee whose spouse's matriculation is classified at the graduate level.

      2.   An employee whose dependent child is enrolled at an accredited institution other than

           the University of Pittsburgh.

      GENERAL TERMS AND CONDITIONS

      Scholarships issued by the University are subject to review, adjustment, or cancellation for

      any of the following reasons:

      -     Change in student status

      -     Academic withdrawal or dismissal from the University

      -     Change in employment status

      Scholarships are awarded regardless of the grades received in any course. However,

      eligibility for a scholarship does not guarantee admission to or retention in any academic

      program.

      Scholarships are applied to tuition only; all other fees are the responsibility of the student.

      Faculty who have been identified as being in default on State, Federal or institutional

      educational loans are not eligible for tuition remission benefits until they have provided the

      University with evidence that the default condition has been corrected.

III.  REFERENCES

      Policy 02-05-02 Advanced Degrees

      Policy 02-07-02, Effect of Separation on Eligibility for Faculty Scholarship Benefits

      Policy 07-06-08, Domestic Partner Benefits

      Policy 09-03-01, Tuition Exchange Scholarship Program

      Procedure 07-06-08, Domestic Partner Benefits

      Procedure 07-11-01, Employee/Spouse/Dependent Scholarships

      Procedure 09-05-16, Falk School: Tuition and Fees