For More Information

Nadynne Stamps
Benefits Specialist
781-736-4467
stamps@brandeis.edu


Tuition Remission

Brandeis offers tuition remission — financial help to take undergraduate and graduate courses— to many employees and undergraduate courses to their spouses and children.

Tuition Remission applications can be found under forms.

The policies are summarized below:

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Employee

Eligible employees may enroll in Brandeis University courses on a space-available basis and receive up to 100 percent tuition remission.  Courses may be taken from any of the university schools:

As a rule, employees may enroll in one course per semester, for a total of three courses per calendar year.  Eligible employees may enroll in two courses during a single semester by obtaining written permission from their supervisor or department head and complying with the annual three-course limit. A fourth course is possible if both summer semester courses are taken during both RABB Summer School Program Sessions.

If courses fall during normal work hours, employees must receive permission from their supervisor and make arrangements with their supervisor or department head to make up missed work time. 

Due to the duration, cost, and credits, we will count two module courses (course numbers ending in “f”) in the Heller School and International Business School as one regular course for the purposes of tuition-remission eligibility.

Eligibility

After three months of consecutive employment at the university:

  • Full-time staff and faculty are eligible to receive 100 percent tuition remission for one Brandeis University course per semester. 
  • Full-time staff members who work an academic year (35 hours per week, 39 weeks per year) are eligible to receive 100 percent tuition remission for two Brandeis University courses per calendar year (one per semester). 
  • Benefits-eligible part-time staff and faculty are eligible to receive prorated tuition remission for one course per semester. The tuition discount is equal to the employee's full-time equivalency (FTE) rate. For example, an employee who is considered 0.60 FTE would receive a 60 percent tuition reduction.

To Apply

  • Employees MUST officially register for all classes first.
  • Employees wishing to enroll in a course must complete an Employee Tuition Remission Application, which can be found in forms or the Office of Human Resources.
  • The application for tuition remission must be signed by a representative of the University Registrar, Summer School or Continuing Studies before it will be accepted by the Benefits section of the Office of Human Resources.
  • Employees must have his or her supervisor/department head and the course instructor sign the Tuition Remission Application and (if applicable) Graduate Tax Exemption Form before its submission to the Benefits section. The Director of Benefits grants approval for all tuition remission requests. 

NOTE: Tuition remission applications for courses in the Rabb School of Continuing Studies or the Summer School Program will not need an instructor signature in order to submit the tuition remission application. 

Course Registration and Billing 

  • The application for tuition remission is due no later than the last day of the “add/drop” period for the course. Employees must follow the academic regulations as stated in the Bulletin and the deadlines indicated on the Academic Calendar.
  • The Registrar enrolls all employees as “Special Students”. Since regular students receive preference for available seats, applications for tuition remission do not guarantee enrollment for employees. Employees wishing to matriculate in a Brandeis degree program must contact the appropriate admissions office about enrollment requirements.
  • The Benefits section will notify Student Financial Services of the amount of tuition remission the employee will receive and Student Financial Systems will credit the employee’s account. Tuition remission benefits do not extend to any registration fees, late or special course fees.
  • If an employee received a pro-rated tuition remission benefit, he or she will be responsible for the remainder of the charges on their student account.

Taxation of Graduate Level Tuition Benefits

The Federal and Massachusetts State governments mandate that any tuition remission received for graduate level courses that are NOT job related are subject to State, Federal and FICA taxation once the total amount of benefits exceeds $5,250 in a calendar year.  If the selected course(s) is (are) job related, there is no taxation at all on the State or Federal level.

Tax Exemption Request

Tuition-remission benefits for graduate courses are considered taxable if the course is not related to an employee's job. All employees declaring that they are taking job-related graduate courses at Brandeis University must complete taxation section of the Employee Tuition Remission application form and submit it with all required signatures. Please complete one form for each course.

Taxes must be deducted out of the current calendar year.  If you notify us of your intention to take a taxable course and there is limited time until December 31st of the current year, we reserve the right to readjust the taxable gross amount on your W-2 form in order to comply with Federal and/or State law.

Employee Spouses

Spouses of full-time employees may enroll in Brandeis University undergraduate courses on a space-available basis and receive a 75 percent tuition remission. Courses may be taken through either the College of Arts and Sciences or the Rabb Summer School Program.

Employee spouses may take one course per semester, for a total of three courses per calendar year. A fourth course is possible if both summer semester courses are taken during both Summer School Program sessions.  Tuition remission does not extend to any registration fees or late and special-course fees.

Eligibility

  • The student must be the legal spouse of a full-time employee employed consecutively at Brandeis University for at least 3 months.
  • Spouses of part-time employees are not eligible for this benefit.

Course Registration and Billing

  • Employees must complete a Tuition Remission for Qualified Dependent application, which can be found online or in the Office of Human Resources.
  • The same registration process for regular employees will be used
  • Spouses will also be considered as “Special Students” unless they formally matriculate in a Brandeis University degree program.
  • The student will be responsible for any remaining balance left on their student account

Please note:

Registration for the Summer School Program is done directly with the Summer School Office at x63424.

Staff Dependent Children

Matriculated Full-Time at Brandies

Dependent children of qualifying staff may receive tuition-remission benefits after being accepted and enrolled in a full-time undergraduate academic program at Brandeis University, at 75% of the Brandeis tuition charge. Graduate study does not apply.

This benefit is applicable to tuition only and do not include room and board or any other expenses. This benefit is limited to four (4) undergraduate academic years or eight (8) undergraduate semesters, which need not be consecutive. The benefit also applies to Brandeis undergraduate degree program study-abroad programs.

Scholarships and other types of tuition remission may reduce this benefit. The combination of any merit award(s) and tuition benefits may not exceed tuition. Any tuition benefit will be part of the need-based calculation.

Eligibility Guidelines

  1. The staff member must have completed four years of consecutive full-time employment (35 hours per week for 52 weeks a year) by Sept. 1 of the application year. For those staff who complete their four years of consecutive full-time employment after Sept. 1, pro-rated tuition-remission applies.
  1. Eligibility criteria met by October 1 – 75% tuition benefit for that semester will be reduced by 25%
  2. Eligibility criteria met by November 1 – 75% tuition benefit for that semester will be reduced by 50%
  3. Eligibility criteria met by December 1 – 75% tuition benefit for that semester will be reduced by 75%

Employees who complete four years of consecutive full-time employment by Jan. 1 after their dependent's initial academic semester may be granted a 75-percent tuition remission for the second semester and the remaining three academic years.

  1. The student is natural-born or adopted; a foster child who has lived in the employee’s home for five years and been primarily supported by the employee; or a stepchild. 
  1. The student meets all requirements and is accepted by the Brandeis Admissions Committee as a full-time matriculated undergraduate student.

Application Process

 

  •  All applications must be completed and forwarded to the Benefits section a minimum of two months prior to the semester for which the tuition remission is desired.
  • A photocopy of the top portion of the latest IRS form listing the student as a dependent must be submitted before the tuition remission benefit will be granted.  Staff members must reapply for this benefit every academic year. 

 

 

 

Summer School & Precollege Programs

Tuition remission for dependent children is also available on a space-available basis for Summer School Program courses and the Precollege Programs

High school or college-aged dependent children may take one course per Summer School Program session and receive 50-percent tuition remission per course.

Upon acceptance to the Precollege Programs, eligible high school dependent children may be granted one-third tuition remission.

Eligibility

  • To be eligible, the student must be the dependent child of a full-time staff member who has been employed at Brandeis University for at least three consecutive months.
  • Proof of dependency under IRS regulations is required for all applications.

Application Process

  • Registration for the Summer School Program is done directly with the Summer School Office, at 781-736-3424 or summersc@brandeis.edu.
  • Employees must complete a Tuition Remission Application for Qualified Dependents.  These forms can be found in the or online or by contacting Benefits section of the Office of Human Resources
  • Completed applications must be forwarded to the Benefits Department- MS118 or benefits@brandeis.edu
  • With copy of the top portion of the latest IRS form listing the student as a dependent

Important Note: Brandeis reserves the right to modify or discontinue the tuition remission programs at any time. In the event of discontinuance, a student will receive tuition remission for the semester in progress.

Faculty Dependent Children

Overview

Dependent children of eligible full-time faculty members* may receive tuition remission benefits when they are accepted and enrolled in a full-time undergraduate academic program either at Brandeis University or another higher educational institution.

These benefits are applicable to tuition only and do not include room and board or any other expenses.  These benefits are applicable for four (4) undergraduate academic years, or eight (8) undergraduate semesters, which need not be consecutive.  If both parents are employed by the University the dependent child will only receive benefits under one parent.  These benefits do not apply to graduate study. 

*excludes full-time faculty in the Rabb School

Eligibility

The eligibility requirements for dependent tuition remission benefits are as follows:

  1. One of the parents is:
    1. A full-time professor, associate professor, assistant professor, research professor, associate research professor, assistant research professor, professor of the practice, associate professor of the practice, distinguished scientist, senior scientist or senior fellow at Brandeis University;
  1. A full-time instructor, senior lecturer, lecturer, (artist in residence) and all faculty who hold ‘in-residence’ status, except those who have an affiliation only with a Center or Institute, who has completed three years of full-time service”;
  1. Deceased or retired by Brandeis University and the date of death or retirement was July 1969 or later and on the date of death or retirement, such parent was a full-time professor, associate professor, or assistant professor of the University and had been in its employment for a period of five years or more.  This provision is limited to tuition remission at Brandeis University only and does not apply to tuition remission at other colleges or universities.
  1. A full-time member of the senior management staff.
  1. The student is a natural born, adopted, foster child or stepchild.  A foster child must have resided in the employee’s home for five years prior to enrollment and the employee must have supported the foster child.  Proof of dependency under IRS regulations is required.
  1. The student meets all requirements and is accepted by the Admissions Committee as a full-time matriculated student in the undergraduate program.

Children Attending Brandeis University

Dependent children of eligible faculty members that are accepted into Brandeis University’s undergraduate program are eligible for 75% tuition remission of the University’s tuition charge.  This benefit is applicable to tuition only and does not include room and board or any other expenses. The combination of any scholarship(s)/merit award(s) and tuition benefits may not exceed tuition. Any tuition benefit will be part of the need-based calculation.

Application Process

  • Eligible faculty members must complete the application Staff  Dependent Children Attending Brandeis Full-time or by contacting Benefits section of the Office of Human Resources
  •  All applications must be completed and forwarded to the Benefits section a minimum of two months prior to the semester for which the tuition remission is desired.
  • A photocopy of the top portion of the latest IRS form listing the student as a dependent must be submitted before the tuition remission benefit will be granted.  Faculty members must reapply for this benefit every academic year. 

Children Attending Other Educational Institutions

Dependent children of eligible faculty members can receive tuition remission when they are enrolled in a full-time undergraduate program at an accredited college or university, leading to an undergraduate academic degree.  Conditions and benefit are as follows:

  • Full-time faculty who hold the title of professor, associate professor, assistant professor, lecturer, instructor or artist-in-residence and were hired on or after January 1, 1985:  
    • A tuition remission benefit of $3,500 per year for 4 undergraduate years or 75% of another institution’s tuition, whichever is less, is provided to meet tuition costs at an institution other than Brandeis University.
  • Full-time senior scientist or senior fellow
    • A tuition remission benefit of $3,500 per year for 4 undergraduate years or 75% of another institution’s tuition, whichever is less, is provided to meet tuition costs at an institution other than Brandeis University
  • Full-time faculty who hold the title of research professor, associate research professor, assistant research professor, professor of the practice, associate professor of the practice, senior lecturer and faculty who hold “in-residence” status (effective July 1, 2008):
    • A tuition remission benefit of $3500 per year for 4 undergraduate years or 75% of another institution’s tuition, whichever is less, is provided to meet tuition costs at an institution other than Brandeis University. 

Sabbatical leave time is included in the calculation of service for the purpose of eligibility under conditions stated in Section 1c above.  Other leaves of absence are not considered in computing service.

Other tuition remission, including scholarships received by the student, may reduce the benefit as to not exceed the tuition of the institution.

Application /Payment Process

  • To apply for these tuition remission benefits faculty members must complete the Faculty Dependent Tuition Remission form or contact the Benefits section of the Office of Human Resources
  • All applications must be completed and must include a copy of the top portion of the employee’s latest IRS tax document listing the student as their dependent child
  • All applications must be forwarded to the Benefits section of the Office of Human Resources at MS 118 at least two months prior to the start of the semester for which tuition remission is desired. 
  • Upon receipt of the application, a letter and form will be sent to the school to verify the student’s full-time attendance and the tuition charges.  To expedite this process the faculty member can have the students’ school complete the Student Verification form and submit it to Benefits with the completed application.
  • Once all required information is received, the Benefits section will arrange with accounts payable to send payments directly to the institution.
  • Faculty members must reapply each academic year for this benefit.
  • Faculty members will receive confirmation of the approved tuition remission via email.

Junior Year Abroad Students

Room and board charges may be reimbursed if tuition charges are less than the maximum payable amounts as listed above.  Any tuition remission payment used for room and board will, however, be taxable.  It should be noted that any grant used for room and board would be taxable whether or not benefits under this Plan are deemed to be tax-free to the faculty member.

Please note TUITION REMISSION PLAN FOR DEPENDENT CHILDREN OF FACULTY MEMBERS TAX:  In past years, under relevant tax guidance, the value of certain tuition assistance payments made to “Highly Compensated faculty” were considered compensation and taxed accordingly.  However, early in 1995, the University was advised by legal counsel that the benefits may be treated reasonably as exempt from federal and state incomes.  While Brandeis University believes the non-taxable interpretation is correct, the University cannot be certain the IRS or the Massachusetts Department of Revenue will accept this treatment of benefits.  It is possible that at some future date, the University may reverse this decision and treat tuition benefits received by Highly Compensated faculty as taxable income.

Taxation of Graduate Level Tuition Benefits

The educational course must be job related, and either maintain or improve job skills, or be expressly required by the employer or by law. Examples of qualifying (excludable) courses include work toward an advanced degree necessary to retain the job or pay level. IRC §132(d); Reg. §1.162-5(a)(1)

To be excludable, the educational course must not:

  • Be needed to meet the minimum educational requirements of the current job.

  • Qualify the employee for a new trade or business.

Any tuition remission received for graduate-level courses that are NOT job related are subject to state, federal and FICA taxation once the total amount of benefits exceeds $5,250 in a calendar year. If the selected course(s) is (are) job related, there is no taxation at all on the state or federal level.

All employees declaring that they are taking job-related graduate courses at Brandeis University must submit a Tuition Remission Taxation Waiver form along with the tuition remission application. Taxes must be deducted out of the current calendar year. If you give notification of your intention to take a taxable course and there is limited time until December 31st of the current year, Brandeis University reserves the right to adjust the taxable gross amount on your W-2 form in order to comply with federal and/or state law.

Job-related educational expenses may be excludable from an employee's income as a working condition fringe benefit.