Dependent Tuition Benefit – Middlebury College Students
Middlebury College provides education assistance in the form of a tuition credit for benefits-eligible employees’ dependent children enrolled full-time in the Middlebury College baccalaureate program, or as undergraduate students in either the Bread Loaf School of English or one of the Middlebury College Language Schools. (Other affiliated programs, such as the Bread Loaf Writer’s Conference, the Monterey Institute of International Studies, or the Middlebury Monterey Language Academy are not eligible for this benefit credit.)
Information provided below includes:
- Benefit Amount
- Maximum Allowed Benefit
- Special Benefit for Summer Session Faculty and Staff
In order to qualify for the Dependent Tuition credit, the following terms of eligibility must be met prior to the start of the semester for which the tuition credit is being requested:
A. The employee (parent) must:
1. Have worked for the College:
(a) Full time as a benefits-eligible employee for four years or more; OR
(b) Part-time, in an eligible position(s), for the equivalent of at least 4 full-time years. “Eligible positions” are regular positions (not: temporary, seasonal, on-call, or contract jobs), and are scheduled for a minimum of half time.
Work need not be continuous, so long as cumulative breaks-in-service do not exceed cumulative actual service.
2. Be a tenured faculty member.
Employees who have met all eligibility requirements and then either officially retire from the College, or leave work due to a disability or death, will remain eligible for the program.
New employees: Individuals who leave another educational institution in order to take a position at Middlebury College may receive equivalent credit toward satisfying the Middlebury College benefit eligibility requirements if they had an accrual towards satisfying the eligibility requirements for a tuition benefit of similar value at the educational institution the individual is leaving in order to join Middlebury. An individual who had previously completely satisfied the service requirement for a tuition benefit of similar value at the other educational institution may be immediately eligible for the Middlebury College benefit. Middlebury College retains the sole discretion to determine whether an individual’s benefit at another institution constitutes similar value for purpose of determining eligibility for benefits under this program and such determinations will be made in a nondiscriminatory manner. Factors that will be considered by the College include: 1) the value of the benefit provided by the other institution, 2) the duration of the benefit, and 3) any limitations of the benefit that could reduce its value. Eligibility for credit based on a previous employer’s plan will be made by the AVP of Human Resources, or designee, and will be based on the facts and circumstances of each case.
B. The tuition credit recipient (student) must be:
1. A child of the employee:
(a) The natural or legally adopted child of the employee; OR
(b) The stepchild of the employee provided that:
i. The employee’s spouse is the natural or adoptive parent of the child, AND
ii. For each calendar year during the waiting period described in subsection A, the employee was married to the spouse (or was in a relationship otherwise described in the definition of the term “spouse” below) and either:
- the employee or the employee’s spouse claimed the child as a dependent on his or her federal income tax return (or on their joint return, if filing jointly); OR
- the employee’s spouse was the custodial parent of the child for federal income tax purposes.
2. Eligible to receive a qualified tuition reduction under Section 117 of the Internal Revenue Code. During each calendar year that the benefit is to be provided one of the following requirements must be satisfied:
(a) The child must be claimed by the employee as a dependent on the employee’s federal income tax return; OR
(b) The employee must be the custodial parent of the child for federal income tax purposes and have signed an IRS Form 8332 releasing a claim to a federal tax exemption for the child; OR
(c) A CPA, tax attorney or other tax professional must attest to the status of the child as the employee’s dependent, as defined by Section 152 of the Internal Revenue Code.
3. Less than 26 years old at the time of the commencement of the courses for which the benefit is being provided.
4. Enrolled full-time at Middlebury College (except that the final semester of the senior year may be part-time). Determination of “full-time” will be on a semester-by-semester basis and under the definition used by the program attended (baccalaureate, Language School, Bread Loaf School of English.)
5. Must be in good academic standing.
For the purposes of this section:
- The term “spouse” means (1) the lawful husband or wife of the employee, or (2) the employee’s civil union partner.
- The term “stepchild” means the child of the employee’s spouse or civil union partner who is not the employee’s natural or legally adopted child.
- The term “custodial parent” means the custodial parent for purposes of Section 152(e) of the Internal Revenue Code. In order to be the custodial parent under Code Section 152(e), the parent must be the parent with whom the child resides the greater number of nights during the calendar year.
The College will credit the student’s bill as follows:
- Undergraduate Program: 45 percent of the combined tuition/room-and-board charges.
- Summer Language Schools or Bread Loaf School of English: 45 percent of the combined tuition/room-and-board charges for the school attended.
- Programs abroad: 45 percent of the tuition if the program abroad has a comprehensive fee, otherwise 45 percent of the tuition and estimated room and board expenses as calculated by the Schools Abroad Office. (The full amount of the benefit will be applied to the Middlebury College tuition bill.)
Maximum Allowed Benefit
The College provides two separate dependent tuition benefit programs, the Dependent Tuition Benefit – Middlebury College Students (described in this policy) and the Dependent Tuition Benefit-Non Middlebury Students. Eligible dependents may receive a maximum combined benefit of 8 semesters or 12 trimesters of benefit: benefits received under either program accrue towards the combined Maximum Allowed Benefit.
Procedure for Obtaining the Dependent Tuition Benefit-Middlebury Student
Students must apply for admission to the College through the regular admissions process - all regular admissions criteria apply. Once the student has been enrolled at Middlebury the employee (parent) must complete a Dependent Tuition Benefit Application and submit to Human Resources. After eligibility has been confirmed the tuition bill for the student will be adjusted to reflect the Dependent Tuition Benefit credit.
Special Benefit for Summer Session Faculty and Staff
Eligible dependents of full-time summer Language School and Bread Loaf School of English faculty and staff who are: currently employed and who have a total of four or more summers of service (including the current one), are entitled to a tuition credit of 45 percent on courses taken, for undergraduate credit, at the Summer Language Schools or Bread Loaf School of English (all campuses). This benefit is subject to admissibility and is valid only for Middlebury College summer sessions. It is an extension of the College's Dependent Tuition Benefit policy, but does not apply to more than one summer session, i.e., any additional Middlebury College summer sessions attended for credit may only be covered by the standard Tuition Benefit policy and according to its stipulations of eligibility.