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Tuition Benefits

Overview

I. Introduction

 

Indiana Wesleyan University (IWU) encourages and supports the intellectual and academic development of its employees and their spouses and dependent children.  The major purpose of all tuition assistance programs is to provide benefit to the employee, as well as the University.  Financial assistance is available through tuition waivers, and tuition loan/grants for IWU programs and, in some cases, those offered by other institutions.

Policy

II. Employees

 

A.   IWU Undergraduate Courses and Programs:  Employee Tuition Waivers

 

  1. Full-time employees, whose job performance is satisfactory, are eligible for a tuition waiver covering College of Arts and Sciences (CAS) and College of Adult and Professional Studies (CAPS) undergraduate courses and programs, subject to minimum cohort size and/or space availability.
  2. Enrollment in CAPS undergraduate programs is limited to not more than two tuition waiver recipients per cohort after any minimum group size constraints are met.
  3. The waiver applies to tuition only.  Books, materials, special fees, and all other charges are not covered.
  4. Employees must meet all applicable admissions and Community Lifestyle requirements for program eligibility.
  5. Courses scheduled during the standard working hours of the employee may only be taken with the written approval of the appropriate Vice President.
  6. Prior to registration, employees requesting a tuition waiver must complete a Request for Tuition Waiver form. The completed form should be sent to the appropriate Vice President for approval and subsequently forwarded to the Human Resources Department.
  7. Limitations on credits earned by employees are as follows:
    1. CAS programs and courses:  Employees are limited to six credit hours per semester or a maximum of eighteen (18) credit hours per calendar year.
    2. CAPS programs and courses:  Employees are limited to the core curriculum requirements or a maximum of eighteen (18) credit hours per calendar year if the employee is not enrolled in a core program.

 

B.   IWU Graduate Degrees:  Employee Tuition Loan/Grants 

 

  1. Full-time employees, whose job performance is satisfactory, may qualify for a Tuition Loan/Grant.  The employee must demonstrate a long-term employment commitment to IWU.
  2. A full Tuition Loan/Grant for an IWU graduate program may be approved, subject to the approval process, for a given course of study without regard to the employee’s current position, if that course of study will reasonably bring long-term benefit to the University.  
    1. The employee must have completed one year of satisfactory full-time employment with the University prior to the start of the program for which the loan/grant is requested. 
    2. The one-year wait may be waived for graduate studies currently in progress at the time of hire only with approval by the Executive Council member who oversees the employee; or if required with employment.
  3. The approval process for a full Tuition Loan/Grant shall be as follows:
    1. Employee will complete the Tuition Loan/Grant application;
    2. Employee will review their application and educational objectives with their Manager or Director;
      1. Obtain approval from department Manager/Director.
      2. Obtain approval from appropriate Vice President/PAU Head.
    3. Notification will be given to the CEO’s for Residential and Non-Residential Education.
    4. Completed application with all approval signatures will be submitted to HR Benefits for processing.
  4. Employees must meet all applicable admissions requirements and Community Lifestyle standards for program eligibility and continuation.
  5. Enrollment in IWU graduate programs is limited to not more than two (2) tuition loan/grant recipients per program of study in a fiscal year for term-based programs or two (2) per cohort in non-term programs after any minimum group size constraints are met.
  6. Employees currently in positions that identify a graduate degree as being required or preferred shall be given first preference for enrollment.
  7. The employee must complete the Graduate Study Loan/Grant Application and submit it for supervisory and Vice Presidential approval and subsequent forwarding to the Human Resources Department. 

 

Special Provisions for the IWU Doctor of Organizational Leadership (DOL) Program

 

  1. University employees, who meet the admission requirements for the DOL program and have served satisfactorily on a full-time basis at the University for a minimum of one year, are eligible for a full tuition loan/grant for the DOL.
  2. Applications for DOL loan/grants are submitted to the Vice President responsible for the DOL by the deadline established by the Dean of the College of Graduate Studies (CGS) and program Chair.
    1. Following the deadline, the Vice President responsible for the DOL will send the names of applicants to the CGS Dean who will have the opportunity to provide input on each candidate.
    2. Two Vice Presidents must determine that completion of the DOL by a loan/grant applicant will bring long-term benefit to the University. 
      1. One of the Vice Presidents must be administratively responsible for the DOL.  The other Vice President must have administrative responsibility related to, or qualified interest in, the employee’s proposed future plans involving the Doctor of Organizational Leadership degree. 
      2. In cases where an applicant is not in the reporting line of either Vice President referenced above, a third Vice President, in the current reporting line of the applicant, will be consulted in the decision-making process.
  3. Proposed approvals are brought to the President’s Cabinet as information items prior to finalization of the approval.
  4. Two loan/grants for the Doctorate of Organizational Learning are available for each fiscal year.
  5. Terms and conditions of the DOL loan/grant are the same as for other programs.

 

C.   Non-IWU Graduate Degrees:  Employee Tuition Loan/Grants

 

  1. Full-time employees may be eligible for tuition loan/grants for graduate study in institutions of higher education which are accredited by an organization recognized by the Council for Higher Education Accreditation (CHEA).
  2. Approval processes and eligibility requirements for loan/grants for non-IWU graduate degrees are the same as those for IWU graduate degrees.
  3. Loan/grant amounts for non-IWU graduate degrees will be based on the average credit hour rate for a similar program for in-state students at public institutions.  IWU will reimburse employees for such tuition expenses consistent with the loan/grant contract.  The Human Resources Department will establish the reimbursement rate.
  4. In any calendar year, employees are limited to the core curriculum requirements of a given program or a maximum number of credit hours not to exceed those required in a similar IWU graduate program.
  5. Prior to the beginning of each academic year, employees on loan/grants for non-IWU programs are required to submit a proposed plan of study for approval to the appropriate Vice President.  This plan will include a statement of past courses taken under the loan/grant, courses proposed for the ensuing fiscal year, future courses needed, and a projected program completion date.   

 

III. Tuition Waivers for Dependent Children and Spouses of Employees

 

        A.  College of Arts and Sciences (CAS) Undergraduate Courses and Programs

 

The spouse and dependent children of full-time employees are eligible for an undergraduate tuition waiver in the College of Arts and Sciences, according to the following tuition remission schedule:

 

  • After the completion of one year of full-time service, 25% tuition waiver granted;
  • After the completion of two years of full-time service, 50% tuition waiver granted;
  • After the completion of three years of full-time service, 75% tuition waiver granted;
  • After the completion of four years of full-time service, 100% tuition waiver granted.

Employment service from another recognized college or university may count toward the years of service requirement in the above tuition remission schedule.  Employees hired prior to July 1, 2014 are grandfathered under the prior handbook provisions.  

 

The following conditions apply:
 

  1. Dependent children, as defined by the Internal Revenue Service regulations, must be unmarried and under 24 years of age to qualify as of the first official class day;
  2. Dependent children, as defined  by the Internal Revenue Service regulations, are required to live in University-supervised housing and abide by University housing rules unless they are a senior, 23 years of age, or living at home under the supervision of the parent or legal guardian;
  3. A student requesting a  waiver under the provisions of this section must complete a Request for Tuition Waiver form and submit it to the Office of Human Resources;
  4. A student requesting a tuition waiver is encouraged to apply for all available state and federal financial aid;
  5. A student requesting a tuition waiver must follow all University financial aid policies and procedures;
  6. Effective with the Fall 2015 semester, all federal and state aid will be applied before tuition waiver is given; and tuition waiver plus all other aid may not exceed the direct charges for tuition.  (The only exception is a Pell Grant which may be used toward room and board for a dependent child.)  Tuition waiver may impact eligibility for other institutional aid;
  7. If any employee with at least 10 years of full-time service to the University dies, becomes permanently disabled, or retires at age 62 or older, the tuition waiver policy for dependent children shall remain in effect.
  8. The Church portion of the matching grant may be used for any recognized educational costs above tuition, but will not be matched;
  9. The final award amount for dependents shall be estimated until the Request for Tuition Grant form is submitted to Human Resources and eligibility is confirmed by the Financial Aid Office;
  10. Wesleyan entitlement money earned from competitions, including Campus Challenge and the Wesleyan Bible Bowl, may be used to help pay residential room and board expenses;
  11. Recipients must make Satisfactory Academic Progress toward earning their degree as measured for Title IV aid eligibility;
  12. Dependents and spouses must meet all applicable academic, admissions, and Community Lifestyle standards to be eligible for a tuition waiver.
  13. Some programs of study, including the CAS Transition-To-Nursing program, limit the number of students on tuition waiver to two students per program cycle after any minimum regular student enrollment numbers are met.
  14. Employees marrying current students will have a one-year wait from the date of the marriage until the spouse will be eligible for any tuition waiver or loan/grant.

 

        B.  Tuition Waiver Exchange Program (TWEP)

 

The Council for Christian Colleges and Universities (CCCU) has a tuition agreement with cooperating Christ-honoring colleges to waive tuition for dependent children of full-time employees.  This agreement is also in effect for all colleges of The Wesleyan Church.

 

There may be local restrictions at the various cooperating institutions, and available enrollment spots are limited.  Please contact the Academic Affairs office for details.

 

For a complete listing of participating colleges and universities, please go to www.cccu.org.

 

        C.  College of Adult and Professional Studies (CAPS) Undergraduate Courses and

              Programs

 

The spouse of the employee is eligible for a tuition waiver for undergraduate programs in CAPS, according to the following tuition remission schedule:

 

  • After the completion of one year of full-time service, 25% tuition waiver granted;
  • After the completion of two years of full-time service, 50% tuition waiver granted;
  • After the completion of three years of full-time service, 75% tuition waiver granted;
  • After the completion of four years of full-time service, 100% tuition waiver granted.

Employment service from another recognized college or university may count toward the years of service requirement in the above tuition remission schedule.  Employees hired prior to July 1, 2014 are grandfathered under the prior handbook provisions.  

  

        Dependent children are not eligible for a tuition waiver for CAPS.  The following  conditions apply:

 

  1. An employee’s spouse is eligible for a tuition waiver for CAPS undergraduate programs, subject to minimum cohort size requirements and/or space availability.
  2. Prior to registration, a spouse requesting a waiver under the provisions of this section must complete a Request for Tuition Waiver form and submit it to the Human Resources Department.
  3. A spouse requesting a tuition waiver is encouraged to apply for all federal aid.
  4. A spouse requesting a tuition waiver must follow all University financial aid policies and procedures.
  5. Spouses receiving scholarships or grants from other sources may only apply such monies to tuition charges.  The tuition waiver covers tuition only.  Books, materials, special fees and all other charges are not covered.
  6. Any combination of all grants or scholarships may not exceed the direct charges for tuition.  In other words, the total of all Indiana Wesleyan University waivers and grant monies [including but not limited to endowed scholarships, TNT, and other entitlements] plus funds from other sources will not exceed the cost of tuition;
  7. If any employee with at least 10 years of full-time service to the University dies, becomes permanently disabled, or retires at age 62 or older, the tuition waiver policy for spouses shall remain in effect.
  8. The Church portion of any church matching scholarship is in addition to the tuition waiver and may be used for books, fees, and other related expenses; but such funds will not be matched by the University.
  9. The final award amount for a spouse who qualifies for a waiver under these provisions shall be estimated until the Request for Tuition Waiver form is submitted to the Department of Human Resources and eligibility is confirmed with Financial Aid.
  10. Spouses receiving a tuition waiver must make Satisfactory Academic Progress toward earning their degree as measured for Title IV aid eligibility.
  11. Spouses must meet all applicable academic, admissions, and Community Lifestyle standards to be eligible for a tuition waiver.

 

        D.  Graduate Courses and Programs: Tuition Assistance for Spouses and Dependent

               Children 

          

  1. Spouses and dependent children are generally NOT eligible for tuition assistance for graduate-level courses or programs. 
  2. However, the spouse of an employee who has satisfactorily worked full-time at the University for one year may be eligible for a tuition waiver for selected non-degree pre-Master’s programs at the graduate level that result in licensure and mirror similar programs offered at the undergraduate level .  (Transition To Teaching, Special Education Online, and Career Builders for Educators are examples.)
    1. Enrollment of spouses on tuition waiver in such programs is on a space available basis and will occur only after 15 other students have enrolled in a given cohort or class.

 

IV. Special Program-Specific Loan/Grant Provisions for Non-Employees

 

       A. Given the fast pace of change in today’s world and the often unanticipated faculty needs generated as a result, the University must have special provisions for tuition loan/grants that are aimed at providing future faculty members in areas of critical need. 

 

      B.  Tuition loan/grant plans for persons who are not full-time employees and who meet the mission requirements of the University may be available for graduate study to prepare faculty for specific high need programs.   Such loan/grant plans may be approved by the President’s Executive Council to meet particular University needs. Following are general criteria and procedures for such loan/grant plans:

 

  1. Qualified individuals who are not current full-time employees may be selected to participate in a program-specific loan/grant plan as approved by the President’s Executive Council.  Terms of eligibility and possible post-completion employment for such programs will vary according to the needs of the University and will be specified through a contract with the individual.
  2. The Department Chair(s) will finalize a written statement outlining the procedures and deadlines consistent with this section of the policy and Executive Council approval of the plan and forward it to the Human Resources Department.
  3. Applications for special program-specific loan/grants are submitted to the appropriate Vice President by the deadline established by the Dean of the appropriate College and the program Chair.
    1. Following the deadline, the Vice President will send the names of applicants to the appropriate Dean who will have the opportunity to provide input on each candidate to the two Vice Presidents who will make decisions concerning loan/grant awards.
    2. Two Vice Presidents will determine which applicants receive the tuition loan/grant offers based on maximizing long-term benefit to the University. 
      1. One of the Vice Presidents must be administratively responsible for the specific program. 
      2. The other Vice President must have administrative responsibility related to, or qualified interest in, the recipient’s future plans involving the proposed graduate study. 

 

C.  Loan/grant amounts, as determined by the Human Resources Department, are for full Tuition and are generally equal to the Indiana average tuition for similar study at state          institutions and are for tuition only.  All costs above the Indiana state average tuition will be the responsibility of the recipient.

 

  1. Terms and conditions are generally the same as for other types of loan/grants. Details of the agreement are specified in the contract.  Loan/grants are reviewed annually.

 

V.        Tuition Credit Program for Adjunct Faculty

 

The Tuition Credit Program is designed to provide tuition assistance to dependent children of adjunct faculty and APS facilitators who enroll as full-time students at the university.  The following conditions apply:

 

  1. Adjunct faculty in good standing shall be eligible for tuition credits for dependent children, as defined by Internal Revenue Service regulations, who are under the age of 24 and unmarried and who enroll at Indiana Wesleyan University as full-time CAS undergraduate students.  Students must maintain full-time status for each term that such credits are applicable.  Tuition credits do not apply to CAPS adult degree programs or CAPS elective classes.  Tuition credits shall apply only to eligible tuition charges for dependent children and may not be transferred or converted.

 

  1. Tuition credits shall be calculated as follows:

 

  1. All credits shall be based upon prior year gross earnings at Indiana Wesleyan University for adjunct faculty during the period beginning July 1 through June 30;
  2. Each dependent child shall be provided a tuition credit in an amount equal to 15% of gross earnings to be applied to tuition charges for the period July 1 through June 30 of the subsequent academic year.  Credits shall not exceed 20% of applicable tuition rates for full time students;
  3. All tuition credits shall be applied at a rate equal to ½ of the total award per semester or term;
  4. Credits must be applied to the academic year following approval and shall expire on June 30 of each year.  To be eligible for continued benefits, the adjunct faculty member must apply annually;
  5. Eligible dependents approved for tuition credits must apply for available financial aid.  Tuition credits will not be awarded in excess of actual costs for tuition;
  6. Tuition credits do not accumulate and must be applied to tuition costs during the academic year immediately following the eligibility period;
  7. Applicants should contact the Vice President for Academic Affairs or the Vice President for Adult and Graduate Studies for information or program applications.

 

VI. Loan/Grant Terms and Conditions

 

  1. Definition:  A loan/grant is an agreement through which recipients may pursue a course of study for which the University either waives or pays current tuition obligations in exchange for deferred payment or continued employment with the University following the completion of a course of study.  A loan/grant agreement is a contract with the University which binds the University and the recipient to the terms of the contract.
  2. The total amount available through a loan/grant relates directly to an individual’s employment status with the University and the specific program of study as defined in the policy and procedures.  
  3. Upon completion of program of study covered by the loan/grant, the conversion of loan to grant will commence at the rate of 20% for every 12 months of continuous full-time employment with the University.  The conversion period begins on the official date of program completion. 
  4. If the employee ceases full-time service to the University for any reason, repayment on the uncancelled balance shall begin within 30 days.
  5. The loan/grant applies to tuition only.  Books, materials, special fees (including online costs), and all other charges are not covered.
  6. Loan/grants are reviewed annually.

Scope

This policy applies to all the employees of the University.

Eligibility- See Above

History

18-Mar-2015 - Date conversion to KB

 

Policy information

Employee Policy 300.04.19

Owner

Executive Director for Human Resources

Approved by

Vice President for Business Affairs/ CFO

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Last modified
13:59, 18 Mar 2015

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