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Educational assistance program template 2025

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The document outlines the application instructions for the Educational Assistance Benefit provided by Teamsters Local Union No. 727. It details eligibility requirements for participants and their dependents, including the need for an Official Transcript showing completion of specific credit hours at an accredited institution. Applicants must submit their applications and all required documentation by September 1, 2011, to qualify for reimbursement of educational expenses up to a total of $1,500,000 allocated among qualifying applicants.

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Click ‘Get Form’ to open the educational assistance program template in the editor.
Begin with Section I, where you will enter your personal information as a plan participant. Fill in your name, address, phone number, date of birth, employer name, and location details.
In Section II, provide the student's information. This can be either the plan participant or an eligible dependent. Ensure to include their name, address, phone number, date of birth, college or university name, and relationship to you.
Proceed to Section III for Financial Aid Certification. Report any financial aid received during the specified term and ensure accuracy in amounts reported.
Review all sections for completeness and accuracy. Sign and date the application at the bottom of each section as required.
Submit your application along with all required documentation by September 1, 2011. Ensure that official transcripts are sent directly from the college or university.

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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.

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)

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.

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 application template

Educational assistance program template word Educational assistance program template pdf Educational assistance program template free Educational assistance program template doc Section 127 educational assistance program Section 127 plan template Educational assistance program policy How to create a Section 127 program

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.

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)

What are considered educational expenses?

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