Texas A&M University SystemEmployee Doctoral Education Assistance Request Form

Texas A&M University System

Employee Doctoral Education Assistance Request Form

Employee Doctoral Education Assistance Request Form

IRS Job Related Education Test:

1 )Education is needed to maintain or improve skills needed in your present job and serves the business purpose of your employer AND

2) Education is needed for full-time faculty in budgeted positions who are admitted into an A&M System University doctoral program

that is consistent with SACSCOC expectations for their discipline OR

3) Education is needed for a full-time staff member seeking a doctorate in their current field of work.

Employees receiving this benefit may have tax consequences. Please consult your financial advisor or tax preparer to verify tax compliance. Under Internal Revenue Code Section 132, an employee may receive tax free doctoral level educational assistance from an employer as a working condition fringe benefit if the education is job related. For example, the employee had paid for the tuition or fees

directly, a deduction would have been allowed under IRC Section 162 or 167.

More information and eligibility requirements can be found at

https://www.wtamu.edu/business-finance/human-resources/benefits.html

PLEASE SUBMIT THIS FORM THREE MONTHS PRIOR TO THE SEMESTER REQUESTED. ALL SUBMISSIONS OVER THE THREE MONTHS PRIOR WILL BE SENT BACK AS SUBMITTED TO EARLY.

EMPLOYEE INFORMATION

Employee Type*

Select or enter value

Employment Length Requirements

Faculty - Have you been in a budgeted faculty position for at least two long semesters (Fall/Spring)

Staff - Have you been in a full-time budgeted position for at least 12 months

Employment Length*

Select or enter value

Most recent employee performance evaluation*

Select or enter value

Employee Name*

Employee Email*

Employee UIN*

Employee WT Buff ID Number*

Employee Department*

Employee Title*

Employee Supervisor*

Employee Supervisor Email*

Department Vice President*

Department Vice President Email*

TAMUS DOCTORAL DEGREE INFORMATION

TAMUS Doctoral Degree Granting University Name*

Doctoral Degree Program*

Semester and Year*

I hereby certify the doctoral graduate tuition and fee waivers provided by the Texas A&M University System for my education expenses are job related because the course or courses taken will maintain or improve upon skills needed for current employment.*

I hereby certify that I understand that only mandatory tuition and fees will be reimbursed. Additional courses outside my degree program and other non-mandatory auxiliary fees are not reimbursable.*

Under penalty of perjury, I affirm the above information is true and correct.*

Date Completed*

Send me a copy of my responses

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