Submitting a Tuition or High School Benefit Request for a Spouse/Dependent

Overview

An employee who has completed 4 years of benefits-eligible employment with Saint Joseph's University, the employee's qualifying spouse and dependent children are eligible for the following benefits:

  • Tuition benefits at SJU
  • Participation in FACHEX/Tuition Exchange, for a dependent child interested in attending another college/university
  • Tuition reduction at partner private high schools (Saint Joseph's Preperatory School, Merion Mercy Academy, & Academy of Notre Dame De Namur)

Please review the full policy for specifics on the SJU tuition benefit. (See "Related Articles" on the right.)

 

Dependent Children Qualification

Dependent children must meet the definition of a dependent as defined by the Internal Revenue Service Code –  A dependent child must be age 23 or younger as of the end of the calendar year to be eligible for tuition benefits in that year. The dependent child must also be listed on the employee's previous year 1040 to qualify for these benefits.

Submitting a Request for a Spouse/Dependent

  1. In the Workday search bar at the top of your page, search for "Create Request"
    • Screenshot of search bar for "Create Request"
  2. In the create request window, type in "tuition" under request type to find both types of tuition requests. Click on "SJU Tuition Benefit Form for Family Members" so that it populates in the field and click "OK"
  3. Every request requires Section 1 to be filled out as well as the corresponding section.
    • For SJU tuition benefit requests:
      • Please fill out Sections 1 + 2 each semester the student is taking classes
    • For Tuition Exchange/FACHEX:
      • Please fill out Sections 1 + 3 each year that the student is enrolled and requesting the benefit
      • You must indicate if you are making an initial Tuition Exchange/FACHEX request or a follow-up request (for the second year or further on for your student)
    • For high school benefits:
      • Please fill out Secitons 1 + 4 each year that the student is enrolled and requesting the benefit
  4. Section 1: All requests
    1. Select the type of request
      • If you are requesting SJU tuition benefits, you will be asked to specify if you are requesting for a spouse or a dependent
      • If you are requesting Tuition Exchange/FACHEX, you will be asked to verify the student's age
    2. Student's full name
    3. Please read the Verification of Eligibility statement and click "Agree"
      • You are required to show your most recent 1040 tax form to a member of the Human Resources team to verify the student's eligibility for the tuition benefit. DO NOT ATTACH THIS FORM IN WORKDAY. You MUST bring it to the Office of Human Resources for a visual review and confirmation. We do not store any 1040 tax documents.
  5. Section 2: SJU tuition requests only
    1. Student's SJU ID number
    2. The semester currently being requested (remember to submit this form EVERY semester the student is taking courses!)
    3. Indicate the year of the semester - please indicate the calendar year of the semester (eg. Spring semester of the 2024-2025 academic year should be "2025")
    4. Academic level the student is studying (undergraduate or graduate)
    5. The college in which the student is registered (their major/program)
  6. Section 3: Tuition Exchange/FACHEX requests only
    1. Select which benefit you are applying for: Tuition Exchange or FACHEX (Jesuit institutions)
    2. Academic year for which you are applying
    3. Please see below for information regarding the follow-up form, launched on May 1 after your initial submission, and on July 15 for submissions of follow-up requests (years 2+ for the student's award).
  7. Section 4: High school benefit requests only
    1. Indicate which school you are requesting the benefit be applied to
    2. Expected graduation date of the student
    3. Indicate the period the benefit should cover (full year or summer school only)
    4. Year that you are requesting the benefit to be applied to (please enter the year in which the term begins - for the full academic year 2024-2025, put "2024", for summer school, indicate the calendar year in which the summer term begins).
    5. You will receive a reminder each September to resubmit this request for your student.
  8. When fully complete both sections, click "Submit"

 

The request will go to the Office of Human Resources. You must now bring your 1040 tax form to the Office of Human Resources for review. Your request will not be processed until this form has been reviewed by a member of our team!

After your 1040 is reviewed, the request is sent to the Office of Financial Aid to finalize the award.

 

Tuition Exchange/FACHEX Follow-Up Verification

After submitting an initial request for Tuition Exchange/FACHEX benefits, you must go to the Tuition Exchange and follow their full application and process.

On May 1, you will receive a follow-up form in Workday to specify which school your student has committed to and what the TE/FACHEX award is, if any. Once you fill out and submit this form, SJU will be able to finalize and verify your student's eligibility and particpation in this program.

Each subsequent year, you will receive a reminder task in your inbox on July 15 to resubmit a Tuition Exchange/FACHEX request form - please make sure to indicate that this is for years 2+ for the student (and not an initial request).

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