UNIVERSITY OF PITTSBURGH POLICY 02-07-01
CATEGORY: ACADEMIC AFFAIRS
SECTION: Faculty Educational Benefits
SUBJECT: Employee/Spouse/Dependent Scholarships for Faculty
EFFECTIVE DATE: July 1, 1994 (Published December 22, 1995)
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.
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
Procedure 07-11-01, Employee/Spouse/Dependent Scholarships
Policy 02-07-02, Effect of Separation on Eligibility for Faculty
Scholarship Benefits
Policy 07-06-08, Domestic Partner Benefits
Procedure 07-06-08, Domestic Partner Benefits
Procedure 09-05-16, Falk School: Tuition and Fees
Policy 09-03-01, Tuition Exchange Scholarship Program