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
This policy establishes the scholarships available under the University of Pittsburgh
Benefits Program, the terms of the scholarships, and the criteria for determining the
- 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
- Dependent children of faculty to receive tuition scholarships if enrolled at Falk School.
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).
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.
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
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.
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
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
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
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
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.
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