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Educational assistance program template 2025

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The document outlines the Educational Assistance Plan established by the Company to provide educational benefits to full-time and part-time employees under Section 127 of the Internal Revenue Code. Employees qualify for reimbursement after working 500 hours in a calendar year, with a maximum annual reimbursement of $5,250 for qualified educational expenses such as tuition, fees, and books. The Plan includes provisions for eligibility, funding, prohibited payments, and requirements for reimbursement claims. It also reserves the right for the Company to change or terminate the Plan without prior notice.

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What is an educational assistance program?

An educational assistance program is an employers written plan PDF to provide employees with undergraduate or graduate-level educational assistance. These programs allow employers to pay student loan debt and other education expenses tax-free.

What is the SEC 127 educational Assistance Program?

Section 127 of the Code provides that the gross income of an employee does not include amounts paid or expenses incurred by the employer for educational assistance to the employee (up to $5,250 per calendar year) if the assistance is furnished pursuant to an educational assistance program under section 127 of the Code.

Which of these would not qualify for educational assistance as a fringe benefit?

Payments for the following items do not qualify and cannot be excluded from income: Meals, lodging, or transportation. Tools or supplies (other than textbooks) that you can keep after completing the course.

Which type of expense is not covered under an educational assistance plan?

Educational assistance benefits do not include payments for the following items: Meals, lodging or transportation.

What are considered educational expenses?

Tuition and fees. Room and board. Books, supplies, and equipment. Other necessary expenses (such as transportation)

Which of the following is not a qualified education expense?

Even if you pay the following expenses to enroll or attend the school, the following are not qualified education expenses: Room and board. Insurance. Medical expenses (including student health fees)

What does not reduce qualified education expenses?

What funds do not reduce my qualified education expenses? Scholarships or fellowships reported as income on the students tax return when: The terms of the scholarship or fellowship restrict the use of the money to costs of attendance that are not for qualified education expenses (such as room and board)

How to set up a qualified educational assistance program?

Have a written plan document. Not provide more than 5 percent of its total annual benefits to individuals who own more than 5 percent of the companys stock. Not provide eligible employees with a choice between educational assistance benefits and any other taxable compensation (whether cash or noncash).

Educational assistance program template 2025

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What is an educational assistance program?

What is the SEC 127 educational Assistance Program?

Which of these would not qualify for educational assistance as a fringe benefit?

Which type of expense is not covered under an educational assistance plan?

What are considered educational expenses?

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Which of the following is not a qualified education expense?

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Educational assistance program template 2025

Here's how it works

How to modify Educational assistance program template in PDF format online

Complete this form in 5 minutes or less

Got questions?

What is an educational assistance program?

What is the SEC 127 educational Assistance Program?

Which of these would not qualify for educational assistance as a fringe benefit?

Which type of expense is not covered under an educational assistance plan?

What are considered educational expenses?

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Which of the following is not a qualified education expense?

What does not reduce qualified education expenses?

How to set up a qualified educational assistance program?

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