Human Resources

Tuition Assistance

Tuition Assistance Program

Eligibility

Full time employees regularly scheduled to work at least 35 hours a week are eligible for the tuition assistance program.  Part-time benefit-eligible employees are also able to participate in the program at 50% of the full-time maximums.

You are eligible for both the internal and external programs after 60 days of service in your benefits-eligible position.

As a reminder, effective January 1, 2018, the Tuition Assistance Program for Part Time and Full Time Non Bargaining employees will no longer provide the prepayment option to external accredited educational institutions. 

Employees attending Jefferson and Jefferson University East Falls Campus will have tuition prepayment directly to the school. The 2018 Jefferson Tuition Assistance application can be located on the Human Resources website at 2018 Tuition Application.

How the Tuition Assistance Program Works

Employees are reimbursed upon successful completion of an internal (Jefferson) or external (non-Jefferson) course.

  Internal External
Calendar Year Maximum

90% of eligible tuition charges up to $5,000 undergraduate/$7,500 graduate for full-time employees


90% of eligible tuition charges up to $2,500 undergraduate/$3,750 graduate for benefits-eligible part-time employees

80% of eligible tuition charges up to $3,200 undergraduate/$5,000 graduate for full-time employees


80% of eligible tuition charges up to $1,600 undergraduate/$2,500 graduate for benefits-eligible part-time employees

Reporting of Taxable Income

In accordance with IRS regulations, any tuition benefit in excess of the Federal tax exempt limit (currently $5,250 in a calendar year) is required to be treated as regular taxable wages.  If you receive a tuition benefit in excess of $5,250 in a calendar year, the amount above $5,250 will be reported as taxable wages and you will be responsible for all applicable taxes.  For taxation purposes, tuition benefit amounts will be applied to the calendar year in which they are paid:

  • For prepayment, it is the date Jefferson pays the school. 
  • For reimbursement, it is the date of the paycheck in which you receive tuition reimbursement. 

If you exceed the limit in 2018, Jefferson will report the amount over the limit as taxable wages in the calendar quarter following the date the tuition was paid as indicated in the chart below.  To minimize the impact to your paycheck, we will divide the taxable amount over 4 pay periods in the first, second and third calendar quarters.  For amounts over the limit paid in the fourth quarter or if Jefferson is unable to report income in your pay because there was no pay in which to process the adjustment, you will receive a balance adjustment to your W2.

Time Period Jefferson Paid Tuition in Excess of $5,250 Pay Date Reported as Taxable Income
12/23/2017 – 3/30/2018 Amount divided equally over 4 pays: 4/5/2018, 4/19/2018, 5/3/2018, and 5/17/2018
3/31/2018 – 7/6/2018 Amount divided equally over 4 pays: 7/12/2018, 7/26/2018, 8/9/2018, and 8/23/2018
7/7/2018 – 9/28/2018 Amount divided equally over 4 pays: 10/4/2018, 10/18/2018, 11/1/2018, and 11/15/2018
9/29/2018 – 12/31/2018 or if Jefferson is unable to report income because there was no pay to process the adjustment Balance adjustment to W2 at year end

Reporting Your Grades

Jefferson will fully enforce the requirement to submit proof of successful completion of a course within 30 days after course completion.  Failure to provide a grade report within 30 days will result in the suspension of the tuition benefits and in the initiation of repayment of tuition through payroll deduction.

How to Get More Information

More detailed information on the tuition assistance program is available in the program overview on the Jefferson Employee Tuition Assistance Form for classes in 2017 (PDF) or for classes in 2018 (PDF).

If you have additional questions or need help enrolling, contact the HR Operations Center at 215-503-4772 (select Option 8 and then select Option 1) or via email at hrquestions@jefferson.edu. Alternatively, you may contact your HR Business Partner.

Dependent Scholarship Program

Eligibility

Full time faculty and senior administrators are eligible for the dependent scholarship program.   You are eligible as of the first academic term after the hire date or job reclassification date.  If a new employee begins participation in this program during the fiscal year, a pro-rated allowance is provided based on eligible expenses.  For example, if an employee is hired after the fall semester begins, the first academic period following the hire date will be considered the second half of the school year and the participant will be entitled to half of the award amount for that fiscal year.

How the Dependent Scholarship Program Works

The Dependent Scholarship program provides scholarship awards for your dependent children’s undergraduate expenses including tuition, room and board, books, activity and lab fees and supplies.  For fiscal year July 1, 2017 – June 30, 2018, the maximum benefit per eligible dependent child is $15,415.  Dependent Scholarship benefits will be paid for a maximum of eight semesters or the equivalent of four academic years.

How to Get More Information

More detailed information on the dependent scholarship program is available in Jefferson Faculty/Senior Administrator Dependent Scholarship Program & Application 2017-2018 (PDF)

If you have additional questions or need help enrolling, contact the HR Operations Center at 215-503-4772 (select Option 8 and then select Option 1) or via email at hrquestions@jefferson.edu. Alternatively, you may contact your HR Business Partner.

Additional Resources