Dependent Fee Waiver: Guidelines

The following conditions apply to the Dependent Fee Waiver Program:

• Dependents are entitled to the waiver of the State University Fee for 2 classes or 6 Units--whichever is greater.

• The dependent must be matriculated toward a degree or teaching credential and the courses enrolled in on a fee-waiver basis must be for credit toward completion of that degree or teaching credential.

• An eligible employee may transfer his or her fee waiver eligibility to one person (either a spouse, a dependent child, or an eligible domestic partner where allowable), regardless of whether that individual uses the full entitlement of 2 courses.

• If both parents are eligible employees, each may have a fee waiver benefit that can be conferred. One child may be the recipient of both benefits making him or her eligible to enroll in up to 4 classes on a fee waiver basis. However, each parent may give his or her benefit to a different child, with each child being entitled to no more than 2 courses of fee waiver eligibility.

• The Dependent Fee Waiver program does not provide for preferential admission consideration for participants; however, it is Cal Poly policy to give special admission consideration to the close relatives of any full-time employee, part-time permanent employee, or emeritus of Cal Poly. This admission consideration does not extend to other CSU campuses.

• Cal Poly is a year round quarter system university. It is a requirement of the program that the form transferring your benefit to your dependent/spouse be submitted for each quarter that is attended on the dependent fee waiver program. The form may be faxed, mailed, or hand delivered. The completed form should get to Human Resources two months prior to the start of classes. Our quarters begin in January (Winter), March (Spring), June (Summer), and September (Fall).

Limitations
Spouses, dependent children, or domestic partners, who do not meet established in-state residency requirements must pay non-resident tuition. Fees cannot be waived for courses taken through Extended Studies.

Inter-campus Enrollment
Eligible employee's spouses and dependents are not limited to using their fee waiver eligibility at the campus where the employee is employed but may take courses on a fee-waiver basis at any other CSU campus.

Taxable Education Benefits
Under current IRS regulations, the dependent fee waiver benefit is not taxable for undergraduate dependent children or spouse coursework. The benefit is taxable for graduate dependent children, spouse, and undergraduate and graduate domestic partner coursework. This taxation is against the employee who transfers the benefit and occurs via withdrawal on their check warrant. Please review Technical Letter – HR/Benefits 2006-05 for complete information regarding these regulations.

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Human Resources Department
California Polytechnic State University, San Luis Obispo
(805) 756-2236 humanresources@calpoly.edu