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Scholarship Plan for Sons and Daughters of the Faculty and Staff of Yale University

 

One of its distinctive benefits, Yale University provides a college scholarship grant program for sons and daughters of eligible university staff and faculty. The program directly reimburses a child’s accredited college or university for tuition and eligible fees only. This program is applied after grants and scholarships from all other sources are calculated and applied to tuition and fees; room and board are not reimbursable. To qualify, both employee and child must satisfy certain criteria and complete an application process.

To learn more, view the following information regarding this program:

Scholarship plan

Glossary of Terms

Actual charges
– charges calculated as: (tuition + eligible fees – Non-Yale scholarships/grants). Loans, work-study, room and board are not considered actual charges.

Eight terms
– the maximum amount of time that a student will receive a scholarship for a Bachelor degree or the equivalent if the institution operates with another unit of study. Four terms is the maximum for an Associate degree.

Eligible fees
– fees that are eligible for reimbursement under the Yale Sons and Daughters Scholarship Plan. View complete listing.

Tuition
– a charge or fee for instruction. Tuition does not include room and board.

Frequently Asked Questions of the Scholarship Plan for Sons and Daughters of the Faculty and Staff of Yale University

GENERAL INFORMATION

What is the Scholarship Plan for Sons and Daughters?

Yale University provides a college scholarship grant program for sons and daughters of eligible university staff and faculty. The program directly reimburses a child’s accredited college or university for tuition and eligible fees only. This program is applied after grants and scholarships from all other sources are calculated and applied to tuition and fees; room and board are not reimbursable. To qualify, both employee and child must satisfy certain criteria and complete an application process.

How is the Scholarship Plan for Sons and Daughters different from Tuition Assistance or the Educational Assistance Program?

The Scholarship Plan for Sons and Daughters provides assistance for the tuition of the children of Yale staff and faculty members. The Tuition Assistance / Educational Assistance Program provides assistance for the educational development of Yale staff and faculty members themselves.

SCHOLARSHIP AMOUNT

How much financial support will the scholarship provide?

The amount of the scholarship is the lesser of one of the following:

1. $15,200 per academic year ($7,600 per term)
2. One-half of tuition and eligible fees: (tuition + eligible fees x 50%)
3. Actual charges for tuition and eligible fees.

What are ‘actual charges’ for tuition and general fees?

‘Actual charges’ will be calculated as: (tuition + eligible fees - other scholarships - grants). Loans and work-study are not grants and scholarships; therefore, they are not considered in determining "actual charges" (i.e. they are not subtracted from tuition and fees). Room and board are not part of tuition and fees, and therefore, are not considered in the calculation.

How are Yale payments calculated?

The following are examples of how Yale payments are calculated. All examples given below are based on per semester charges and credits.

Example 1

Amount Yale pays if your child does not receive a non-Yale scholarship/grant*:

Tuition $10,000
ADD: Eligible Fees $ 2,000
Subtotal $12,000
DEDUCT: Non-Yale Scholarship/Grant* $ ___ 0
Balance $12,000


Yale pays per semester: $ 6,000

NOTE: The amount of the Yale scholarship is the lesser of the following three amounts:

a. The maximum per term: $7,600
b. Tuition ($10,000) + eligible fees ($2,000) x 50% = $6,000
c. Tuition ($10,000) + eligible fees ($2,000) – scholarship ($0) = $12,000

Example 2

Amount Yale pays if your child receives a partial non-Yale scholarship/grant* where tuition is $10,000:

Tuition $10,000
ADD: Eligible Fees $ 2,000
Subtotal $12,000
DEDUCT: Non-Yale Scholarship/Grant* $ 8,000
Balance $ 4,000

Yale pays per semester: $ 4,000

NOTE: The amount of the Yale scholarship is the lesser of the following three amounts:

a. The maximum per term: $7,600
b. Tuition ($10,000) + eligible fees ($2,000) x 50% = $6,000
c. Tuition ($10,000) + eligible fees ($2,000) – scholarship ($8,000) = $4,000

Example 3

Amount Yale pays if your child receives a partial non-Yale scholarship/grant* where tuition is $25,000:

Tuition $25,000
ADD: Eligible Fees $ 2,000
Subtotal $27,000
DEDUCT: Non-Yale Scholarship/Grant* $_8,000
Balance $19,000


Yale pays per semester: $ 7,600

NOTE: The amount of the Yale scholarship is the lesser of the following three amounts:

a. The maximum per term: $7,600
b. Tuition ($25,000) + eligible fees ($2,000) x 50% = $13,500
c. Tuition ($25,000) + eligible fees ($1,000) – scholarship ($8,000) = $19,000

In Example 3 the amount of the Yale scholarship for the semester would be $7,600.

*With the exception of a New Haven Promise scholarship. See Q8 for details.

What are the Eligible Fees for the Scholarship Plan for Sons and Daughters?

For eligible and non-eligible fees regarding the Scholarship Plan for Sons and Daughters, refer to the Eligible Scholarship Payment list.

Example: Tuition and registration fees are eligible fees. Room, board, and books are not eligible.

Please note that colleges and universities may have different names for a variety of fees.  All payments for eligible and non-eligible fees are subject to review. 

Will other grants/scholarships from outside institutions impact my child’s Yale scholarship award?

Outside grants and scholarships may impact Sons and Daughters Scholarship award.  It is important to list all applicable grant/scholarship information from outside institutions on your Yale Sons and Daughters Scholarship application. 

May a Yale employee receive the Sons and Daughters Scholarship benefit as well as the New Haven Promise scholarship?

Employees can receive both the child scholarship benefit and the New Haven Promise initiative.  Please keep in mind that, if your child receives a Yale Sons and Daughters scholarship, it may impact the New Haven Promise scholarship benefit calculation.

View complete details of the Scholarship Plan for Sons and Daughters.

View information on the New Haven Promise initiative.

Is the Scholarship Plan for Sons and Daughters a taxable benefit?

The Scholarship Plan for Sons and Daughters is a non-taxable benefit.

ELIGIBILITY

What qualifications must a Yale employee meet for his/her child to be eligible for this scholarship?

At the time of the student’s matriculation for the covered term, a parent of the student:

• Must be a regular, full-time member of faculty (100% appointment) or staff (35 hours or more is considered full time), and
• Must have completed six (6) years of continuous, full-time employment at Yale before the student’s first day of class for the semester, or
With a break in service, the employee receives credit for 48 months of previous full-time, continuous or non-continuous employment.  The employee must also complete an additional four years of current full-time, continuous employment, for total of eight years.
 
For details on eligibility, please refer to the Scholarship Plan.

If a Yale employee is receiving Long-Term Disability from Yale or is deceased, will his/her child be eligible for the scholarship?

Yes, the child will be eligible as long as on the date of disability or death, the employee met the eligibility requirements in the Scholarship Plan.

If a Yale employee retires, will his/her child be eligible for the scholarship?

Yes, if the retired employee who on the date of retirement is eligible for the scholarship, he or she can apply for the benefit.

If a Yale employee is eligible for retirement and reduces to part-time, will his/her child be eligible for the scholarship?

Yes, if the employee who on the date of reduction to part-time is eligible if they meet all the requirements below:

• 55 years or older,
• had 10 more years of service, and
• the combination of service and age equals 75 or more; and
• on the date of retirement or part-time status change met the eligibility requirements in the Scholarship Plan.

If the University reduces an employee’s schedule, will he/she still qualify for the scholarship benefit?

An employee shall be treated as continuing in full-time employment for the time during which employment is reduced by the University to no less than 80% of the full-time schedule (that is, to no less than 30 hours per week for 12 months or 35 hours per week for 10 or more months per year), provided the reduction becomes effective after February 1, 2009.

What qualifications must employees’ sons and daughters meet to be eligible for the scholarship?

The son or daughter must meet the following criteria:

• Must be under 25 years of age  (Students are not eligible for scholarships for any semester that begins after they reach their 25th birthday)
• Must be enrolled full-time at an accredited four-year or two-year undergraduate college
• Must be a candidate for a bachelor’s or associate’s degree
For details on eligibility, please refer to the Scholarship Plan.

Is there an age limit for sons and daughters for scholarship eligibility?

Yes, students are not eligible for scholarships for any semester that begins after they reach their 25th birthday.

What level of study should a son or daughter be enrolled in to be eligible for the scholarship?

The student must be enrolled on a full-time basis in an accredited two-year or four-year undergraduate college and must be a candidate for an associate's or bachelor's degree.

Is there a limit to the number of terms that a student may receive the scholarship?

Yes, students may not receive a scholarship grant for more than eight terms for a bachelor's degree or four terms for an associate's degree.

APPLICATION AND TUITION BILLS

How do Yale employees and their sons and daughters apply for the scholarship plan?

For each child’s request for scholarship assistance, first-time applicants should download and complete the Application for Scholarship for Sons and Daughters. Applications for scholarship must be returned to Yale University Employee Services (address below) no later than the end of the “term” with respect to which the award is to be made. An additional form needs to be submitted for a step or adopted child. Please click here for the form.

How does an employee submit the tuition bill for the Scholarship Plan for Sons and Daughters?

Itemized, full-time tuition bills for the Scholarship benefit must be submitted to Yale University Employee Services each semester for payment. The bill must display the employee’s name, the employee's Net ID, and the name of the college, and all charges and credits (i.e. scholarships and/or grants) for the current term. Tuition bills must be submitted during the same term in which the scholarship will apply.  

Where does an employee send the application, supporting documentation, and tuition bills?

Please forward your completed application and supporting documentation including bills showing all charges and credits (i.e. scholarships and/or grants) for that term to one of the following:

Yale University Employee Services
U.S. Mail: P.O. Box 208256, New Haven, CT 06520-8256
Campus Mail: 221 Whitney Avenue, Employee Services
Fax: 203-432-5153

NOTE: Please do not e-mail your application.

Must returning students submit an application with each term’s tuition bill?

No, returning students need only submit an itemized tuition bill at the beginning of each term.

What should a returning student do when he or she is changing schools?

Returning students who will be changing schools must submit a School Transfer Form along with their tuition bill.

**This is a summary of the Child Scholarship Plan. For complete details, please click here to review the Scholarship Plan for Children of Faculty and Staff of Yale University.**

Revised: August 7, 2014