GRADUATE SCHOOL BENEFIT PROGRAMS INFORMATION AND TRAINING: AY 2015-16 AGENDA: Tuition Benefit...

42
Graduate school benefit programs Information and training: AY 2015- 16 AGENDA: Tuition Benefit Program Guidelines Subsidized Health Insurance

Transcript of GRADUATE SCHOOL BENEFIT PROGRAMS INFORMATION AND TRAINING: AY 2015-16 AGENDA: Tuition Benefit...

Page 1: GRADUATE SCHOOL BENEFIT PROGRAMS INFORMATION AND TRAINING: AY 2015-16 AGENDA: Tuition Benefit Program Guidelines Subsidized Health Insurance.

Graduate school benefit programs Information and training: AY 2015-16

AGENDA:

Tuition Benefit Program Guidelines

Subsidized Health Insurance

Page 2: GRADUATE SCHOOL BENEFIT PROGRAMS INFORMATION AND TRAINING: AY 2015-16 AGENDA: Tuition Benefit Program Guidelines Subsidized Health Insurance.

FINDING RESOURCES ONLINE: gradschool.utah.edu/tbp

Page 3: GRADUATE SCHOOL BENEFIT PROGRAMS INFORMATION AND TRAINING: AY 2015-16 AGENDA: Tuition Benefit Program Guidelines Subsidized Health Insurance.

TBP DEADLINE CALENDAR / MIN SUPPORT

Page 4: GRADUATE SCHOOL BENEFIT PROGRAMS INFORMATION AND TRAINING: AY 2015-16 AGENDA: Tuition Benefit Program Guidelines Subsidized Health Insurance.

Tuition Benefit Program GuidelinesTo be eligible, grad students must be: Full-time, matriculated Compensated through the University of Utah under an eligible job code Maintaining a GPA of 3.0 or above (2.0 for Law students)

Tuition Benefit covers: Regular tuition Mandatory fees Non-resident tuition (except for RA’s who have reached 85 credit hours)

Tuition benefit does not cover: Differential tuition charged by various university graduate and professional programs non-mandatory fees (special course fees, etc.) Repeated courses Undergraduate and noncredit courses Continuing Education courses

Page 5: GRADUATE SCHOOL BENEFIT PROGRAMS INFORMATION AND TRAINING: AY 2015-16 AGENDA: Tuition Benefit Program Guidelines Subsidized Health Insurance.

TBP Job Code DefinitionsGraduate Teaching Assistant (TA), (job code 9416,

Exempt): A graduate student with instructional responsibilities as instructor of record, assistant to the instructor of record or tutor. Duties may include lecturing, holding discussion or problem sessions, conducting laboratory sections, conducting studio or performance work, online instruction, grading, tutoring, and holding office hours. International students must be cleared through the International Teaching Assistant Program (contact Diane Cotsonas x. 5-6659) before being placed in jobs coded 9416.

Graduate Research Assistant (RA), (job code 9314, Exempt): A graduate student assigned directly to an externally funded research grant (5000 fund only) and doing research for that project.

Page 6: GRADUATE SCHOOL BENEFIT PROGRAMS INFORMATION AND TRAINING: AY 2015-16 AGENDA: Tuition Benefit Program Guidelines Subsidized Health Insurance.

TBP Job Code Definitions

Graduate Assistant (GA), (job code 9330, Exempt): A graduate student assigned work related to his/her degree program and not covered in the previous two categories. A GA must be funded by his/her department and not supported by external 5000 funding. If a student wishes to work as a GA outside his/her home (academic) department, prior approval must be granted by the Dean of The Graduate School.

Exceptions are generally granted in cases where the work of the GA will forward the student’s academic career, if the home department is in support of the request. A letter to the Dean from the student’s committee chair requesting the approval and discussing how the work will forward the student’s academic career is needed.

Page 7: GRADUATE SCHOOL BENEFIT PROGRAMS INFORMATION AND TRAINING: AY 2015-16 AGENDA: Tuition Benefit Program Guidelines Subsidized Health Insurance.

TBP Job Code Definitions

Graduate Fellow (GF): A graduate student on a fellowship, whose tuition is not paid by the award. TBP has right of first reversal if other sources of tuition funding are available. Fellowship payments may be distributed as a scholarship through the University’s Scholarship Administration System (SA), or in special cases as a monthly traineeship disbursement through Accounts Payable. Fellowship payments made through Scholarship Administration must be paid from item types set up as fellowships in order to count toward the student’s TBP-eligible income (with budget category code 66900). No employer-employee relationship exists in a fellowship. The University administers the award. A service expectation may or may not accompany it.

Page 8: GRADUATE SCHOOL BENEFIT PROGRAMS INFORMATION AND TRAINING: AY 2015-16 AGENDA: Tuition Benefit Program Guidelines Subsidized Health Insurance.

Financial Support Requirements

Page 9: GRADUATE SCHOOL BENEFIT PROGRAMS INFORMATION AND TRAINING: AY 2015-16 AGENDA: Tuition Benefit Program Guidelines Subsidized Health Insurance.

Financial Support Requirements

Minimum support levels for the 2015-16 academic year are:

$7,000 per semester: 100% tuition benefit $5,250 per semester: 75% tuition benefit $3,500 per semester: 50% tuition benefit

No tuition benefit is granted to students receiving less than $3,500 for the semester.

Page 10: GRADUATE SCHOOL BENEFIT PROGRAMS INFORMATION AND TRAINING: AY 2015-16 AGENDA: Tuition Benefit Program Guidelines Subsidized Health Insurance.

Financial Support Requirements

There are 9 pay periods in each Fall or Spring semester. The TBP calculates financial support for each semester based on payroll during the following dates:

Fall: August 16 – December 31 (final paycheck Jan 7) Spring: January 1 – May 15 (final paycheck

May 22) Summer May 16 – August 15 (final paycheck

Aug 22)

Payments outside of these dates do not count toward the financial support requirement for the semester.

Page 11: GRADUATE SCHOOL BENEFIT PROGRAMS INFORMATION AND TRAINING: AY 2015-16 AGENDA: Tuition Benefit Program Guidelines Subsidized Health Insurance.

Financial Support RequirementsNo student is required to work more than 20 hours a

week (0.50 FTE) in order to receive a tuition benefit.

Faculty may expect up to: 20 hours of work a week (0.50 FTE) from students

receiving a 100% tuition benefit 15 hours a week (0.375 FTE) from students receiving a

75% tuition benefit 10 hours a week (0.25 FTE) from students receiving a

50% tuition benefit

Students working one or more on-campus jobs with a combined FTE greater than 0.74 FTE are ineligible to participate in the Graduate Tuition Benefit Program.

Page 12: GRADUATE SCHOOL BENEFIT PROGRAMS INFORMATION AND TRAINING: AY 2015-16 AGENDA: Tuition Benefit Program Guidelines Subsidized Health Insurance.

Questio

ns?

Page 13: GRADUATE SCHOOL BENEFIT PROGRAMS INFORMATION AND TRAINING: AY 2015-16 AGENDA: Tuition Benefit Program Guidelines Subsidized Health Insurance.

Tuition Benefit Data Entry

Page 14: GRADUATE SCHOOL BENEFIT PROGRAMS INFORMATION AND TRAINING: AY 2015-16 AGENDA: Tuition Benefit Program Guidelines Subsidized Health Insurance.

Tuition Benefit Data Entry

Page 15: GRADUATE SCHOOL BENEFIT PROGRAMS INFORMATION AND TRAINING: AY 2015-16 AGENDA: Tuition Benefit Program Guidelines Subsidized Health Insurance.

Tuition Benefit Program Report

Page 16: GRADUATE SCHOOL BENEFIT PROGRAMS INFORMATION AND TRAINING: AY 2015-16 AGENDA: Tuition Benefit Program Guidelines Subsidized Health Insurance.

Tuition Benefit Program Report

Classification - P is PhD, G is Masters

This determines total eligibility for tuition benefit. Change of Classification forms must be completed in order to make a change. The form is due to the Registrar two weeks before the first day of the semester. Call Jolyn if you plan to change a TBP recipient from PhD to Masters.

Page 17: GRADUATE SCHOOL BENEFIT PROGRAMS INFORMATION AND TRAINING: AY 2015-16 AGENDA: Tuition Benefit Program Guidelines Subsidized Health Insurance.

Tuition Benefit Program ReportTUITION BENEFIT SEMESTERS OF ELIGIBILITY

Seeking a Masters Degree: 4 semesters of eligibility

   

Seeking a Doctoral Degree and entering with:

Bachelors Degree 10 semesters of eligibility*

Masters from University of Utah 6 semesters of eligibility*

Masters from Another Institution 8 semesters of eligibility

* A 2-semester extension is possible if student was a TA for 4 semesters. For eligible students, the department should submit a TA Extension Request form (found on the Coordinator Resources page) and submit it to [email protected].

Page 18: GRADUATE SCHOOL BENEFIT PROGRAMS INFORMATION AND TRAINING: AY 2015-16 AGENDA: Tuition Benefit Program Guidelines Subsidized Health Insurance.

Tuition Benefit Program Report

Page 19: GRADUATE SCHOOL BENEFIT PROGRAMS INFORMATION AND TRAINING: AY 2015-16 AGENDA: Tuition Benefit Program Guidelines Subsidized Health Insurance.

Tuition Benefit Program Report

Page 20: GRADUATE SCHOOL BENEFIT PROGRAMS INFORMATION AND TRAINING: AY 2015-16 AGENDA: Tuition Benefit Program Guidelines Subsidized Health Insurance.

TBP REGISTRATION REQUIREMENTSFor tuition benefit recipients only, full-time student status means

registration of at least 9 credit hours throughout the semester.

Undergraduate, contract and/or audited courses count toward the required minimum 9 credit hours but do not qualify for a tuition benefit. Students may register for a maximum 16 semester hours but are responsible for tuition for hours exceeding 12 credits.

TBP covers 9-12 credit hours, except for RAs whose Fall/Spring tuition benefit covers 9 - 11 credits, with 3 credit hours available in Summer semester. An RA can only receive TBP for summer semester IF they received TBP as an RA for either the previous Fall OR Spring.

Also not covered: continuing education courses, repeated courses, non-graded coursework, etc.

Page 21: GRADUATE SCHOOL BENEFIT PROGRAMS INFORMATION AND TRAINING: AY 2015-16 AGENDA: Tuition Benefit Program Guidelines Subsidized Health Insurance.

TBP Credit Hour Policies

IMPORTANT:

Students adding and/or dropping courses after the semester's published add/drop deadlines are responsible for any and all charges incurred. If registration falls below 9 credit hours, a student becomes ineligible for TBP and will be billed the full tuition for that semester.

Tuition benefit will not cover dropped courses. If a student drops after the drop deadline and does not petition Income Accounting to also drop the tuition charges, they will be responsible for the tuition.

Page 22: GRADUATE SCHOOL BENEFIT PROGRAMS INFORMATION AND TRAINING: AY 2015-16 AGENDA: Tuition Benefit Program Guidelines Subsidized Health Insurance.

Tuition benefit program report

Page 23: GRADUATE SCHOOL BENEFIT PROGRAMS INFORMATION AND TRAINING: AY 2015-16 AGENDA: Tuition Benefit Program Guidelines Subsidized Health Insurance.

Tuition benefit program report

Page 24: GRADUATE SCHOOL BENEFIT PROGRAMS INFORMATION AND TRAINING: AY 2015-16 AGENDA: Tuition Benefit Program Guidelines Subsidized Health Insurance.

Tuition benefit program report

Term Count: Includes the current term. If it is the first semester it shows a 1, if it is the tenth, it shows 10. Count does not include summer terms.Cumulative Hours: For RAs, at 85 cumulative credit hours, the TBP will only pay at resident tuition rates.

Page 25: GRADUATE SCHOOL BENEFIT PROGRAMS INFORMATION AND TRAINING: AY 2015-16 AGENDA: Tuition Benefit Program Guidelines Subsidized Health Insurance.

Signature Tracking

The “Signed” column will display a Y for a student who has signed electronically, and an N for a student who has not signed. Students will be prompted to re-sign if a change is made to their insurance enrollment. An email is sent to the student once they are entered into the system, and again if the insurance election is changed. “Signed date” is a record of the date that the student signed.

Page 26: GRADUATE SCHOOL BENEFIT PROGRAMS INFORMATION AND TRAINING: AY 2015-16 AGENDA: Tuition Benefit Program Guidelines Subsidized Health Insurance.

TBP Approval: Email & Link

Page 27: GRADUATE SCHOOL BENEFIT PROGRAMS INFORMATION AND TRAINING: AY 2015-16 AGENDA: Tuition Benefit Program Guidelines Subsidized Health Insurance.

Graduate Tuition Benefit Approval Screen

Page 28: GRADUATE SCHOOL BENEFIT PROGRAMS INFORMATION AND TRAINING: AY 2015-16 AGENDA: Tuition Benefit Program Guidelines Subsidized Health Insurance.

CIS Access to Graduate Tuition Benefit Approval Form

Page 29: GRADUATE SCHOOL BENEFIT PROGRAMS INFORMATION AND TRAINING: AY 2015-16 AGENDA: Tuition Benefit Program Guidelines Subsidized Health Insurance.

Tuition Benefit Program ReportCommon Error Messages

84 hours exceeded for NR Ben (NR=Non-Resident) No matching job code No matching SSN No RA 5k fund code Insufficient credit hours GPA below 3.0 Term count exceeded Actual Support low Projected support low FTE exceeded Maximum Credit Hours exceeded No Graduate Classification Override: Eligible

Page 30: GRADUATE SCHOOL BENEFIT PROGRAMS INFORMATION AND TRAINING: AY 2015-16 AGENDA: Tuition Benefit Program Guidelines Subsidized Health Insurance.

Most Common TBP Problems1. Student is paid outside of semester dates so pay doesn’t count

toward semester, or pay is short by a small amount.

2. FTE going up before semester is over. Problematic especially from Spring to Summer when students are hired full-time or in more than one position.

3. TBP entry of a student by both the academic and paying departments. Should be entered by academic department only. When one department deletes, the student is deleted from all lists.

4. Incorrect classification as either PhD or Masters student.

5. Registration for too many or too few credit hours, or dropping courses mid-semester.

Page 31: GRADUATE SCHOOL BENEFIT PROGRAMS INFORMATION AND TRAINING: AY 2015-16 AGENDA: Tuition Benefit Program Guidelines Subsidized Health Insurance.

Signature Sheet

Print by: Sept 14Due: Sept 21

Page 32: GRADUATE SCHOOL BENEFIT PROGRAMS INFORMATION AND TRAINING: AY 2015-16 AGENDA: Tuition Benefit Program Guidelines Subsidized Health Insurance.

Questio

ns?

Page 33: GRADUATE SCHOOL BENEFIT PROGRAMS INFORMATION AND TRAINING: AY 2015-16 AGENDA: Tuition Benefit Program Guidelines Subsidized Health Insurance.

Graduate Subsidized Health Insurance

Eligibility is the same as for TBP, except limited to TA’s & RA’s at 100%

The plan is the same student plan that is available to all U students - only difference is the premium subsidy.

Student must be:100% RA or TA Combination of RA/TA that qualifies for 100% tuition benefit

Page 34: GRADUATE SCHOOL BENEFIT PROGRAMS INFORMATION AND TRAINING: AY 2015-16 AGENDA: Tuition Benefit Program Guidelines Subsidized Health Insurance.

Graduate Subsidized Health InsuranceThe student portion of the subsidized insurance

premium for the 2015-16 academic year is $380.80 which is paid at $190.40 each semester.

For Fall 2014, this must be paid in Income Accounting between: September 21 – October 3, 2015

Coverage periods for the subsidized plan ONLY are biannual: 8/16 – 2/14 (FALL), 2/15 - 8/15 (SPRING).

Enrollment changes cannot be made after TBP data entry closes (September 14 at 3 pm)

Page 35: GRADUATE SCHOOL BENEFIT PROGRAMS INFORMATION AND TRAINING: AY 2015-16 AGENDA: Tuition Benefit Program Guidelines Subsidized Health Insurance.

Graduate Subsidized Health InsuranceBuy-up Coverage No longer an option – UHCSR plan has no maximum benefit.Adding Dependents to Coverage Subsidized students MUST add dependents during the open

enrollment period (Sept 13 for Fall). They do not need to wait for their own coverage to be processed. Go to www.uhcsr.com/utah Click on “Request Dependent Coverage.”

Procedure for students/dependents who are paid for by the department will not change. Please email me if you need to be added to the spreadsheet to enroll students directly. If you used the spreadsheet last year, you are already on the list.

Page 36: GRADUATE SCHOOL BENEFIT PROGRAMS INFORMATION AND TRAINING: AY 2015-16 AGENDA: Tuition Benefit Program Guidelines Subsidized Health Insurance.

Graduate Subsidized Health InsuranceAll benefit, rate, enrollment information can be found

at:

www.uhcsr.com/utah

Voluntary enrollment spreadsheets should be submitted by September 13, 2015. After you submit your spreadsheet to [email protected], you will receive an invoice and can prepare payment at that time. The enrollment spreadsheet can also be used to update student’s contact information or to remove coverage.

Page 37: GRADUATE SCHOOL BENEFIT PROGRAMS INFORMATION AND TRAINING: AY 2015-16 AGENDA: Tuition Benefit Program Guidelines Subsidized Health Insurance.

Graduate Subsidized Health Insurance

***For subsidized students who are new to the insurance policy in the Spring, an additional $227 will be added to their tuition bill if they choose to have coverage dated back to 1/1/16. Please send me a list of names and Unids in the Spring if you have students that fall into this category and wish to purchase the coverage. International students will be automatically enrolled and billed.

Page 38: GRADUATE SCHOOL BENEFIT PROGRAMS INFORMATION AND TRAINING: AY 2015-16 AGENDA: Tuition Benefit Program Guidelines Subsidized Health Insurance.

Graduate Subsidized Health InsuranceINTERNATIONAL STUDENTS

Are automatically enrolled in the voluntary student health plan and billed for the full premium at the start of each semester.

If they are subsidized: a list of subsidized grads is sent to Kerry Hill periodically throughout the tuition benefit data entry period. She removes premium fees as quickly as possible.

The subsidized fee won’t be added until September 21.

International students with their own insurance coverage must complete a waiver process with Kerry Hill in the International Center. Coverage must be comparable to the student plan – Kerry can provide more information.

Page 39: GRADUATE SCHOOL BENEFIT PROGRAMS INFORMATION AND TRAINING: AY 2015-16 AGENDA: Tuition Benefit Program Guidelines Subsidized Health Insurance.

Graduate Subsidized Health InsuranceDEPARTMENT-PAID ENROLLEES

Some departments choose to pay premiums for students who don’t quality for the regular subsidized plan.

Use the provided voluntary enrollment spreadsheet. If you need access to the spreadsheet and have not used it previously, contact the Graduate School.

Submit for fall enrollment by September 13, 2015 to [email protected].

Be sure to use the correct location code.

You will be billed for the premium via secure email – prepare a payment request and send the check to the address on the invoice along with a copy of the invoice.

Page 40: GRADUATE SCHOOL BENEFIT PROGRAMS INFORMATION AND TRAINING: AY 2015-16 AGENDA: Tuition Benefit Program Guidelines Subsidized Health Insurance.

Most Common Insurance ProblemsSending checks to insurance carrier (usually directly from

Accounts Payable) without information on students and premiums. Be sure to include your invoice.

Not checking invoices for accuracy. Make sure that everyone that you meant to enroll is on your invoice.

Sending the student 20% premium ($190.40) to the insurance carrier instead of paying through Scholarship Administration.

Paying a full premium through Scholarship Administration, without enrolling the student with United HealthCare StudentResources.

Please continue to encourage students to visit the Student Health Center first, except in cases of emergency.

Page 41: GRADUATE SCHOOL BENEFIT PROGRAMS INFORMATION AND TRAINING: AY 2015-16 AGENDA: Tuition Benefit Program Guidelines Subsidized Health Insurance.

TBP Requirements for International Teaching Assistants

Graduate School Policy states that in order to receive a tuition benefit as a Graduate Teaching Assistant (TA), (PAN job code 9416) non-native English speakers must be cleared by the International Teaching Assistant Program.

More details are available at http://www.utah.edu/ita or contact Diane Cotsonas, ITAP Manager for assistance:

Office: 801.585.6659

Email: [email protected]

Page 42: GRADUATE SCHOOL BENEFIT PROGRAMS INFORMATION AND TRAINING: AY 2015-16 AGENDA: Tuition Benefit Program Guidelines Subsidized Health Insurance.

Questio

ns?