{"id":48246,"date":"2020-11-17T16:08:07","date_gmt":"2020-11-17T21:08:07","guid":{"rendered":"https:\/\/www.rochester.edu\/human-resources\/?page_id=48246"},"modified":"2026-09-29T09:50:24","modified_gmt":"2026-09-29T13:50:24","slug":"programs-and-perks-faqs","status":"publish","type":"page","link":"https:\/\/www.rochester.edu\/human-resources\/contacts\/frequently-asked-questions\/programs-and-perks-faqs\/","title":{"rendered":"Programs and Perks FAQs"},"content":{"rendered":"","protected":false},"excerpt":{"rendered":"","protected":false},"author":116,"featured_media":0,"parent":2626,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":true,"footnotes":"","_members_access_role":[],"_members_access_error":""},"class_list":["post-48246","page","type-page","status-publish","hentry"],"acf":{"lead_in":"","display_title":"","subtitle":"","call_to_action":"","hero_image_placement":"no_image","hero_media":"images","hero_pattern_option":"","hero_video":"","hero_image_landing":"","hero_image_landing_two":"","hero_image_landing_three":"","content_modules":[{"acf_fc_layout":"text","anchor":"","css_class":"","title":"","content":"Find answers to frequently asked questions about some of our unique benefits offered through the Total Rewards package, such as tuition assistance, family care, home ownership incentives, and more. Get more information on our Programs and Perks page<\/a>.","background_color":"#ffffff","width":"width-medium"},{"acf_fc_layout":"card_grid","anchor":"","css_class":"","title":"

Topics on this page<\/h2>","description":"","background_color":"#f4f4f4","width":"width-large","columns":"3","cards":[{"card_title":"

Tuition benefits<\/h5>","card_text":"","card_background_color":"#FFFFFF","card_hover_color":"#283faf","card_link":{"title":"","url":"#tuition-benefits","target":""},"card_hover_arrow":"hover_arrow","card_image":"","card_image_size":"","card_image_placement":"","card_image_hover_state":"hover_fade","card_image_link":""},{"card_title":"
Home Ownership Incentive Program<\/h5>","card_text":"","card_background_color":"#FFFFFF","card_hover_color":"#283faf","card_link":{"title":"","url":"#home-ownership","target":""},"card_hover_arrow":"hover_arrow","card_image":"","card_image_size":"","card_image_placement":"","card_image_hover_state":"hover_fade","card_image_link":""},{"card_title":"
Life insurance<\/h5>","card_text":"","card_background_color":"#FFFFFF","card_hover_color":"#283faf","card_link":{"title":"","url":"#life-insurance","target":""},"card_hover_arrow":"hover_arrow","card_image":"","card_image_size":"","card_image_placement":"","card_image_hover_state":"hover_fade","card_image_link":""},{"card_title":"
Long-term care insurance<\/h5>","card_text":"","card_background_color":"#FFFFFF","card_hover_color":"#283faf","card_link":{"title":"","url":"#ltc","target":""},"card_hover_arrow":"hover_arrow","card_image":"","card_image_size":"","card_image_placement":"","card_image_hover_state":"hover_fade","card_image_link":""},{"card_title":"
MetLife Legal Plan<\/h5>","card_text":"","card_background_color":"#FFFFFF","card_hover_color":"#283faf","card_link":{"title":"","url":"#legal-plan","target":""},"card_hover_arrow":"hover_arrow","card_image":"","card_image_size":"","card_image_placement":"","card_image_hover_state":"hover_fade","card_image_link":""},{"card_title":"
Family care<\/h5>","card_text":"","card_background_color":"#FFFFFF","card_hover_color":"#283faf","card_link":{"title":"","url":"#family-care","target":""},"card_hover_arrow":"hover_arrow","card_image":"","card_image_size":"","card_image_placement":"","card_image_hover_state":"hover_fade","card_image_link":""}]},{"acf_fc_layout":"interstitial","anchor_id":"","classes":"","layout":"layout_inline","lead-in":"","title":"Looking for vision benefits?","content":"We've included frequently asked questions about vision care over on our health care FAQs page.","call_to_action":{"title":"See vision FAQs","url":"https:\/\/www.rochester.edu\/human-resources\/contacts\/frequently-asked-questions\/insurance\/#vision-care","target":""},"bg_color":"#00205b"},{"acf_fc_layout":"accordion_new","anchor_id":"tuition-benefits","classes":"","title":"

Tuition benefits<\/h2>","description":"For more information, visit our\u00a0Tuition Benefits page<\/a>.","background":"plain","background_color":"#ffffff","style":"row_blank","expand":"yes","accordions":[{"acf_fc_layout":"accordion","accordion_title":"How do I apply for tuition benefits?","icon":"","row_content":"To apply for the Employee Tuition Waiver Benefit, log in to\u00a0myURHR Workday Active Directory, click on \u2018Benefits and Pay\u2019 on the homepage under the Apps section, click on \u2018Employee Tuition Waiver Application\u2019 under the Suggested Links section\r\n\r\nTo apply for the Employee Tuition Reimbursement Benefit (for courses outside of the UR), log into myURHR Workday using your Active Directory, click on \u2018Benefits and Pay\u2019 on the homepage under the Apps section, click on \u2018Employee Tuition Reimbursement Application\u2019 under the Suggested Links section.\r\n\r\nTo apply for the Dependent Child Tuition Benefit, log in to\u00a0myURHR Workday Active Directory, click on \u2018Benefits and Pay\u2019 on the homepage under the Apps section, click on \u2018Dependent Child Tuition Waiver Application\u2019 under the Suggested Links section.","accordion_anchor":""},{"acf_fc_layout":"accordion","accordion_title":"What documentation do I need to upload to my URHR Workday in order to receive my 70% tuition reimbursement?","icon":"","row_content":"Log in to myURHR Workday, then click on \u2018Benefits and Pay\u2019 on the homepage, then click on \u2018Employee Tuition Reimbursement Application\u2019 under the Suggested Links section. Then, click on the \u201cAttach\u201d button and upload your proof of completion (e.g., grade report or certificate), proof of cost, and proof of payment (e.g., billing statement\/deferment form) directly to your application. Then, hit submit, and your documents will be routed to the Office of Total Rewards for review.","accordion_anchor":""},{"acf_fc_layout":"accordion","accordion_title":"Are non-credit courses eligible for 70% tuition reimbursement?","icon":"","row_content":"Yes, as long as, the non-credit courses are taken at the University of Rochester and meet the criteria of being directly job-related, having at least 15 contact hours, having outside readings and assignments, and having a formal evaluation based on a final exam.","accordion_anchor":""},{"acf_fc_layout":"accordion","accordion_title":"Does part-time service count towards the service requirement for the 10-year Dependent Children Tuition Waiver Benefit?","icon":"","row_content":"No, only full-time service can be counted towards service requirement for the 10-year Dependent Children Tuition Waiver Benefit. This service requirement may be met by full-time service at another college or university that offered a tuition benefit plan for dependent children for which the faculty or staff member was eligible. To receive credit for full-time service completed at another college or university, please complete a\u00a0Tuition Benefits Service Credit Form<\/a> and submit it to the Office of Total Rewards for review within 30 days from the start of the course(s).","accordion_anchor":""},{"acf_fc_layout":"accordion","accordion_title":"Are employee tuition benefits taxable?","icon":"","row_content":"Graduate tuition assistance benefits up to $5,250 in a calendar year are not taxable. Graduate tuition assistance benefits that exceed $5,250 in a calendar year are\u00a0taxable wages<\/strong>\u00a0unless the course satisfies the requirements for a tax deductible job-related course under IRS rules. Generally, a job-related course will satisfy these IRS requirements if it\u00a0maintains or improves skills for the individual\u2019s present job, or if the course meets the employer\u2019s express requirements for retaining the job, and the course is not part of a program that will qualify the individual for a new trade or business.<\/em>\u00a0For taxable tuition assistance benefits, applicable Federal and State income taxes and FICA taxes will be deducted from the employee\u2019s paycheck when the waiver is approved or the reimbursement is paid to the employee. In addition, the taxable income will be reflected on the W-2 for the calendar year when the actual tuition benefit is posted to the student\u2019s account or reimbursed to the employee. Please also review the content on\u00a0this page<\/a>\u00a0for more details.","accordion_anchor":""},{"acf_fc_layout":"accordion","accordion_title":"If my employee tuition benefits are not taxable, what form do I need to complete?","icon":"","row_content":"If you believe that your proposed graduate level course(s) and\/or non-credit course(s) satisfies the requirements for a tax deductible job-related course under IRS rules, follow these instructions:\r\n\r\nFor the employee tuition waiver benefit, answer all the applicable questions on the online Employee Tuition Waiver application available in myURHR Workday.\r\n\r\nFor the tuition reimbursement benefit, answer all the applicable questions on the online Employee Tuition Reimbursement application available in myURHR Workday.","accordion_anchor":""},{"acf_fc_layout":"accordion","accordion_title":"Who is eligible for temporary legacy continuation of employee tuition reimbursement benefits?","icon":"","row_content":"Effective July 1, 2026, employees may qualify to continue receiving tuition reimbursement under the legacy provision [70% tuition reimbursement for up to two courses in each relevant period (semester or quarter)]. To be eligible, you must be matriculated into a program of study no later than the beginning of the FALL 2026 semester or quarter. Legacy benefits will be available through the completion of the degree or the SPRING 2029 semester, whichever comes first.\r\n\r\nTo request legacy benefit approval, please complete the certification form<\/a> and submit documentation from your school confirming your program and matriculation date.","accordion_anchor":""},{"acf_fc_layout":"accordion","accordion_title":"Are non-matriculated courses eligible for Tuition Reimbursement?","icon":"","row_content":"Effective July 1, 2026, tuition reimbursement benefits will only be available for programs of study not offered at the University of Rochester. Therefore, only employees matriculated into a specific program of study will be eligible to apply for tuition reimbursement benefits.","accordion_anchor":""},{"acf_fc_layout":"accordion","accordion_title":"What type of documentation is required from my school to request Legacy Benefits?","icon":"","row_content":"To request legacy benefits, please provide documentation from your school that clearly shows you were matriculated into your program of study no later than the beginning of the Fall 2026 semester. An example of an acceptable form of documentation would be a copy of an acceptance letter from your school formally admitting you into your program of study.\r\n\r\nDocumentation that does not come from your school, such as an Enrollment Verification Certificate from the National Student Clearinghouse would not be accepted.","accordion_anchor":""}]},{"acf_fc_layout":"accordion_new","anchor_id":"home-ownership","classes":"","title":"

Home Ownership Incentive Program<\/h2>","description":"","background":"plain","background_color":"#ffffff","style":"row_blank","expand":"yes","accordions":[{"acf_fc_layout":"accordion","accordion_title":"Am I eligible for the University Home Ownership Incentive Program?","icon":"","row_content":"Regular full-time and part-time faculty and staff, residents, and fellows* are eligible for the University Home Ownership Incentive Program upon appointment, as long as your total household gross income was less than $155,000 in 2024 for Calendar Year 2026 applications.\r\n\r\n*You are not eligible for the University Home Ownership Incentive Program if you are a postdoctoral fellow, postdoctoral research associate, postdoctoral teaching fellow, EDC Associate, or visiting faculty.<\/em>","accordion_anchor":""},{"acf_fc_layout":"accordion","accordion_title":"Do I need to be a first-time homebuyer?","icon":"","row_content":"No, but you do need to be a first-time homeowner in the City of Rochester (current City homeowners are not eligible).","accordion_anchor":""},{"acf_fc_layout":"accordion","accordion_title":"Can I just receive the grant money from one of the participating lenders and the forgivable loan from the University of Rochester?","icon":"","row_content":"No, the University Home Ownership Incentive Program is \u201call or nothing.\u201d You must be approved for the $10,000 forgivable loan from the University of Rochester, the $5,000 City grant, and the $5,000 grant\/lender credit from a participating lender.","accordion_anchor":""},{"acf_fc_layout":"accordion","accordion_title":"If both applicants are employees of the University of Rochester, can they both receive the $20,000 benefit?","icon":"","row_content":"No, the $20,000 benefit is per mortgage.","accordion_anchor":""},{"acf_fc_layout":"accordion","accordion_title":"Are there any limitations for choosing a City of Rochester house?","icon":"","row_content":"

KeyBank requires that the tract the house is located in must be Majority Minority Tract or Majority Minority Tract AND Low-and Moderate Income Tract, dependent upon location (visit\u00a0ffiec.gov<\/a>\u00a0to confirm tract income levels).<\/p>","accordion_anchor":""},{"acf_fc_layout":"accordion","accordion_title":"How do I apply for the University Home Ownership Incentive Program?","icon":"","row_content":"

You will need your University Active Directory login<\/a> to access the application. This application requires Duo two-factor authentication when connecting from outside the University\u2019s networks.<\/p>\r\n

Apply now<\/a><\/p>","accordion_anchor":""},{"acf_fc_layout":"accordion","accordion_title":"What documentation do I need to provide to apply for the University Home Ownership Incentive Program?","icon":"","row_content":"

Application<\/strong><\/p>\r\n\r\n