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Fee Waiver Program

The Fee Waiver Program provides a waiver or reduction of certain fees for employees who enroll in CSU courses, which are job-related or part of an approved Career Development Plan. This benefit provides an excellent opportunity for employees who wish to improve their current skills or embark on a career development program. To request enrollment, an employee must complete a Fee Waiver Form, the form is available at the Portal, Titan Online, "My Workplace" e-content.

Employee Fee Waiver Eligibility

Employee Category Eligibility Criteria
Unit 1 (Physicians) All unit members
Units 2, 5, 7, 9 (CSUEU)
Unit 4 (Academic Professionals)
Unit 6 (Skilled Trades)
Unit 10 (IUOE)
Unit 12 (Head Start/ SFSU)
Full-time employees (i.e., permanent, temporary, & probationary) and part-time permanent employees
Unit 8 (Public Safety)
C99 (Confidential)**
E99 (Excluded)**
M98 (Executive)
Full-time or part-time permanent** employees, and full-time probationary employees (no temporary)
M80 (MPP) Full-time employees (includes temporary)
Unit 3 (Faculty) Tenured and probationary (Tenure Track), temporary faculty (Lecturers) with a three year appointment contract, or coaches with at last six (6) consecutive years of service in the department. FERP employees are eligible for fee waivers only during those semesters they are actively employed

**C99 and E99 employees only attain permanent status in part-time positions as a result of completing a probationary period in a full-time position and, subsequently, reducing their time-base. Note: Please check CBAs for provisions concerning the appointment of part-time, permanent employees.

Graduate Assistants and Student Assistants although employees are not eligible to participate.

Employee Fees Waived

Employee Category Fees Fully Waived for Employee Employee Fees reduced to $1.00 for
Unit 1 (Physicians)
Unit 3 (Faculty)
Unit 6 (Skilled Trades)
Unit 8 (Public Safety)
Unit 10 (IUOE)
Unit 12 (Head Start/ SFSU)
C99 (Confidential)
E99 (Excluded)
M80 (MPP)
M98 (Executives)
Application Fee
Identification Card Fee
Instructionally Related Activity Fee
Health Services Fee
Course Fee*
Student Body Association Fee Student Body Center Fee/Student Union Fee Health Facilities Fee

*May be fully waived for a maximum of two (2) courses or six (6) units, whichever is greater, per term.

Spouse/Dependent Fee Waiver Eligibility

Eligible employees may transfer their fee waiver benefit entitlement to a spouse, dependent child, or registered domestic partner.

Eligibility:

  • Eligibility of a domestic partner is contingent upon the employee having a Declaration of Domestic Partnership on file with the California Secretary of State, and a copy in Human Resources Services, CP-700
  • Dependent child is defined as:
    1. your child or stepchild under age 23 who has never been married, or
    2. a child living with you in a parent-child relationship who is economically dependent upon you, under age 23 and has never been married, or
    3. your child or stepchild age 23 or above who is incapable of self-support due to a disability, which existed prior to age 23.

    Note:  Dependent Children of CSUEU (Units 2, 5, 7 & 9) and SETC (Unit 6) employees may now participate in the Fee Waiver Program  up to age 25 .

Employee Category Eligible Dependents for Fee Waiver Transfer Fees Fully Waived for Eligible Dependents Fees Reduced to $1.00 for Eligible Dependents
Unit 1 (Physicians)
Unit 6 (Skilled Trades)
Unit 8 (Public Safety)
Unit 10 (IUOE)
C99 (Confidential)
M80 (MPP)
M98 (Executives
Spouse
Dependent Child
Domestic Partner
Application Fee
Identification Card Fee
Instructionally Related Activity Fee
Health Services Fee
Course Fee*
Student Body Center Fee / Student Union Fee
Health Facilities Fee
Units 2,5,7,9 (CSUEU)
Unit 3 (Faculty)
Unit 4 (AP)
Spouse
Dependent Child
Domestic Partner
Application Fee
Identification Card Fee
Course Fee*
None – All other fees paid at regular rates.
Unit 12
E99 (Excluded)
N/A N/A N/A

*May be fully waived for a maximum of two (2) courses or six (6) units, whichever is greater, per term.

How to Enroll for a Fee Waiver

Please Review Checklist for New Students, complete a Fee Waiver Application form for yourself or your dependents each semester you or your dependent are applying for Fee Waiver. All Fee Waiver required forms are eForms and are available on the Portal, Titan Online, My Workplace, eForms - Human Resources in the Benefits Folder, please find the Fee Waiver Folder and click on it. If it is your first time using the program you will need to also include a Career Development Plan.

Job-Related Courses or Work Related Courses

These are courses that directly improve skills or enhance knowledge for performing duties in an employee's current position. An employee may also take courses to acquire new skills needed to perform newly assigned duties and responsibilities. Enrollment may be voluntary or at the direction of the employee's supervisor or manager. Employee’s can take job/work related courses without being a matriculated student, in this case a “Short Application” is required with the Fee Waiver application. To continue taking job/work related courses, the “Short Application” along with the Fee Waiver application are required every semester.

Career Development Courses

For courses that are not job-related, there must be a current Career Development Plan (CDP) on file. CDPs generally cover established programs such as degrees, certificates, or credentials. The primary responsibility for career development rests with the employee. While job promotions are not guaranteed as a result of completing career development courses, an employee may be better prepared and more competitive for job vacancies as a result of having completed specific courses or a degree program. The CDP should be updated whenever there is a change in degree program or objective.

Imputed Taxes

The Internal Revenue Code (IRC) provides three ways to make employer-provided training and educational assistance, including fee waivers and reductions, excludable from taxable income:

  • Qualified Tuition Reduction under Internal Revenue Code Section 117(d)
  • Educational Assistance Programs under Internal Revenue Code Section 127;
  • Working Condition Fringe Benefits under Internal Revenue Code Section 132(d).

By coordinating the three Internal Revenue Code Sections under the CSU Fee Waiver and Reduction Program, the following tax-free or taxable benefits are available to CSU employees and their eligible spouses, domestic partners, and/or dependent children:

Eligible Participant Course Level(s) Tax Status
CSU Employee Undergraduate
Graduate
Nontaxable
Nontaxable
Employee’s Spouse/ Dependent Child Undergraduate
Graduate
Nontaxable
Taxable
Employee’s Domestic Partner Undergraduate
Graduate
Taxable
Taxable

IRS Guidelines

Enactment of the Economic Growth and Tax Relief Reconciliation Act of 2001 (HR 1836) impacted Section 127 Educational Assistance provisions. Effective January 1, 2002, the annual $5,250 exclusion for employer provided Educational Assistance for undergraduate, career related and upward mobility training was permanently extended. Graduate level courses are covered under the annual $5,250 exclusion effective January 1, 2002. Therefore, based on these changes in 127 and other tax thresholds, as of January 1, 2002, all undergraduate and graduate level coursework taken by an employee through the CSU Fee Waiver and Reduction Program is excluded from taxation up to the $5,250 limit.

Due to the coordination of all three IRC Sections under the CSU Fee Waiver and Reduction Program, the Section 127 limit of $5,250 may directly impact graduate level coursework at some point in the future. However, it continues to be the case that this limit will not affect most employees enrolling in CSU graduate level courses, since the cost of student fees is less than $5,250. Employees enrolled in a CSU doctoral program will be subject to the Section 127 limit if enrolled for the full Academic Year. All graduate level coursework, including the doctoral program, taken by an employee's spouse, domestic partner or dependent child through this program continues to be reported as taxable income. All undergraduate level coursework taken by an employee's domestic partner through this program is taxable as well.

IRS Tax Guidelines pdf

Conditions and Limitations of Benefits

  • The State University Fee for dependents is waived only for two courses or six units, whichever is greater. A dependent taking CSU courses in addition to those courses covered by the fee waiver shall pay the difference between the part-time State University Fee and the full-time State University Fee.
  • The spouse, dependent child, or domestic partner (hereinafter referred to as "dependent") must be matriculated toward a degree or the attainment of a credential in the CSU and the course(s) enrolled in on a fee waiver basis must be for credit toward completion of that degree.
  • The dependent fee waiver benefit applies only to certain fees incurred by California residents. Dependents who do not meet established in-State residency requirements (and who do not qualify for classification as residents in accordance with the provisions of Section 41910, California Code of Regulations) will be responsible for paying non-resident tuition charges based upon the total number of units in which they are enrolled.
  • Graduate-level courses taken by dependents are subject to taxation for the employee; undergraduate and graduate-level courses taken by domestic partners are subject to taxation for the employee.
  • The fee waiver program applies to courses supported by the CSU general fund. Self-support programs (e.g., College of Extended Learning courses) are not covered.
  • Courses taken under the fee waiver program must be taken for grades or credit / no credit; they may not be audited.
  • This benefit applies to all CSU campuses. However, admission to any CSU campus is not guaranteed. Applicants must meet all university admission requirements.
  • Campus administration will determine that space is available in a particular class.
  • A new dependent fee waiver form must be submitted for each term (quarter or semester).
  • Fee waiver eligibility may be transferred to only one person at a time, regardless of whether that individual uses the full entitlement of 2 courses or 6 units.

Limitations

  • The Fee Waiver Program applies to courses supported by the CSU general fund. Self-support courses (e.g., College of Extended Learning courses) are not covered by this program.
  • Courses taken under the fee waiver program must be taken for grades or credit / no credit; they may not be audited.
  • In order to achieve a reasonable balance between regular work responsibilities and the course load taken under the Fee Waiver Program, there is a limit of two courses or 6 units, whichever is greater, that can be taken each term.
  • Staff employees may be granted release time to attend one course per term during scheduled working hours provided that the operational needs of the department are met (as determined by the area administrator), or there is an arrangement to make up the released time, or the released time is offset from an accrued balance of time. Approval of the area administrator and supervisor is required for all such arrangements.
  • Normal academic standards shall be maintained. This may include a review of the grades received for the courses taken. Unsatisfactory performance in the courses or lack of progress toward the goals stated in a Career Development Plan may be cause for withholding further approval for participation in the Fee Waiver Program.

Checklist for New Students

The following procedures apply to employees not currently enrolled in the University or who have dropped all courses.

  • Complete the Fee Waiver application form.
  • Apply for admission to the university
  • If you are applying for admission simply to take job-related courses, please complete a short application.
  • For university admission, you can apply on-line to any campus at http://www.csumentor.edu/AdmissionApp/
  • If courses to be taken are not job-related, complete a Career Development Plan and submit to Human Resources.
  • Class Schedule/Catalog available via the Campus Portal at Titan-Online. The Schedule gives course reference information needed to apply for waiver of tuition as well as important deadlines for adding or dropping courses, paying fees, and registering.
  • Upon notification of admission to the University, complete and submit the Fee Waiver Request form to Human Resources. An email notification will be sent to you once approved by Human Resources.
  • Register for your selected course(s).

Checklist for Students Attending Other CSU Campus

  • The employee completes and submits a Fee Waiver form to CSUF Human Resources. A certificate of eligibility along with the Fee Waiver form will be faxed by the CSUF fee waiver coordinator to the fee waiver coordinator at the designated CSU campus. An email notification of when the Certification and Fee Waiver forms are faxed by CSUF Human Resources will be sent to the employee.

Checklist For All Students

  • A Fee Waiver form must be submitted for each term.
  • The fee waiver form for course registration should be submitted at or prior to the time of registration so courses will not be dropped due to non-payment.
  • It is recommended that registration be completed during registration time. During open enrollment, the fee waiver form must be submitted and processed before registration can occur.
  • Registration during the late registration period generates a late fee (not covered by the fee waiver benefit)

Modifications to Course Schedule

Modifications to a course schedule following submission of a fee waiver form must be approved by the employee's supervisor. Human Resources must be notified in writing of the modifications.