Tuition Waiver Tax Exemption Steps

Affidavits of Qualification for Tax Exemption Forms and a Job Description that is signed by both the supervisor and employee must be completed and turned in EVERY semester, and only for the CURRENT semester. 

This is for FT Employees who are taking Graduate Courses. This is to waive the taxes on those classes. Below are the steps eligible employees should consider before submitting the Affidavit of Qualification for Tax Exemption Form:

  1. You must be a FT Staff or FT Faculty Member.
  2. You must request the tuition waiver in your Gibson Self-Service account. All Tuition Waivers go directly to Accounts Receivable for processing. The Benefits Team does not see or have access to them. 
  3. You must be taking a graduate level course that directly relates to your job and enrolled in classes to request the Affidavit of Qualification for Tax Exemption. 
  4. Fill out the Affidavit of Qualification for Tax Exemption Form.
  5. Send the Affidavit Form along with a signed copy of your job description to TUBenefits@tulane.edu; both the signature of the employee AND the supervisor must be on the copy of the job description. 
  6. Once your Form is approved you will receive a confirmation from HR. Please keep in mind that confirmation emails do not have to be sent out until after the form closes and any confirmation email sent before the form closes is a courtesy.

The deadline for submitting the Affidavit of Qualification for Tax Exemption Form is the same as that of the Tuition Waiver Form for each semester. Please return the Affidavit form to TU Benefits in Human Resources. 

 
Steps   Status Definition
 1 Register for Courses  Fill out the appropriate paperwork to show how the course/s relate to your job at Tulane:
  • Affidavit of Qualification for Tax Exemption Form
  • Job Description signed by you and your supervisor. 
 2 Submit the Forms

1) Fill out the normal Tuition Waiver in Gibson Self-Service. All Tuition Waivers go directly to Accounts Receivable for processing. The Benefits Team does not see or have access to them. 

2) Email TUBenefits@tulane.edu your completed Affidavit of Qualification for Tax Exemption AND a job description that is signed by both you and your supervisor. 

The regular waiver goes to Accounts Receivable. Also, HR has to wait to hear back from A/R about the amount of taxes that will be waived. 
 3 Approved Once A/R provides HR with the amount of taxes that will be waived, HR will send a confirmation email to you. Please keep in mind that confirmation emails do not have to be sent out until after the form closes and any confirmation email sent before the form closes is a courtesy.
 4  Declined HR declined the documents submitted and has provided additional information in the notes regarding the reason for declining the documents. The employee must resubmit and provide the requested information.

 

If you have any questions about this program, please call the Tulane Benefits Department at 504-865-4748(HR4U) or email at TUBenefits@tulane.edu.