Version 07-14
EAST TENNESSEE STATE UNIVERSITY
REQUEST FOR FEE DISCOUNT FOR SPOUSE AND/OR DEPENDENT
The following request is in accordance with Tennessee Board of Regents Guideline P-131, Educational Assistance for
Spouses and Dependent Children of Employees.
Instructions: Please complete Sections I & II below which provide information concerning the employee and the
spouse/dependent for which the fee discount is to be provided. (Employee refers to current employee, retiree, or
deceased employee/retiree. Medical Residents are not eligible, contact the GME office at 423-439-8023 for more
information.) Upon completion, forward the form to the employee’s home institution Office of Human Resources
prior to registration.
I. Employee and Spouse/Dependent Information:
Employee Name: __________________________________________ E#: _____________________
Spouse/Dependent Name: _____________________________ Relationship: [ ] Spouse [ ] Dependent
Dependent’s Age: ______ Attending University ID #: ___________________ RODP: [ ] Yes [ ] No
Institution to be attended: ______________________________ Quarter/Semester: _________________
II. Eligibility Certification and Financial Aid Statement:
I hereby certify that the above information is correct. I also certify that I and my spouse or dependent meet the eligibility
requirements for a fee discount in accordance with TBR Guideline P-131, Fee Discounts for Spouses and Dependent
Children of Employees. I understand that it is my responsibility to notify the Office of Human Resources of any change in
my eligibility for this benefit.
I will notify the Financial Aid Office of any Title IV financial aid, as this benefit may require an adjustment of financial aid
received. I understand that Title IV Aid includes national direct student loan, college work study, supplemental educational
opportunity grants, Pell grants, and other student aid programs administered by TBR or UT.
________________________________________________ _________________________
Signature-Employee/Retiree/Spouse/Dependent of Deceased Employee Date
III. Employing Institution:
A. Human Resources
Date of Regular Employment: _____________________ Date of Retirement/Death: ____________________
Index # to charge (FOAP): _________________ % of Employment: __________ (50% Minimum Requirement)
Approved: _____________________________________________________ __________________________
Human Resources Date
B. Business Office
Fee Receipt: _____________ Amount: ______________ Date: ________________ Initials: ___________
Version 07-14
Fee Discount for Spouse and/or Dependent Children Program
A. The purpose of this guideline is to establish the provisions for such fee discounts up to 50% of the
undergraduate fee and all mandatory student fees payable at the time of registration for spouses and
dependent children of regular full-time and regular part-time employees, and to encourage qualified
students to attend TBR and UT institutions.
B. These mandatory student fees include maintenance fees, registration fees, tuition, debt service fee,
online course fees, RODP fees, service charges, student activity fee, general access fee, student
government fee, and technology access fee.
C. The mandatory student fees do not include the application fee, off-campus facilities fee, or any
special course fees.
1. Eligibility - The following groups will be eligible under this program:
a. Regular full-time employees are eligible for a student fee discount for their spouses and
dependent children who have been admitted to any of the institutions in the TBR or UT
system as undergraduate students through regular admission procedures.
1) Spouses and dependent children of regular part-time employees who have one or more
years of continuous service within either system working a minimum of fifty percent
(50%) time shall receive a pro rata discount based on the employee’s percentage of
employment.
2) Part-time employees with temporary service immediately preceding regular service
shall receive credit for such service if they are eligible for leave accrual adjustments.
b. Spouses of employees having 10 or more years of continuous full-time service within the
Tennessee Board of Regents system immediately preceding retirement or death are eligible
for the fee discount for 5 years from the date of death or retirement of the employee
whichever shall occur first.
1) Dependent children of employees having 10 or more years of continuous full-time
service within the Tennessee Board of Regents system immediately preceding
retirement or death that are age 26 and under are eligible for the fee discount.
c. Spouses of employees having less than 10 years of full-time continuous service within the
Tennessee Board of Regents system immediately preceding retirement or death are eligible
for the fee discount for two years from the date of death or retirement of the employee,
whichever shall occur first.
1) Dependent children of employees having less than 10 years of full-time continuous
service immediately preceding retirement or death are eligible for the fee discount for 2
years from the date of death or retirement of the employee, whichever comes first.
2) The fee discount is only available for dependent children age 26 and under.
3) However, in accordance with T.C.A. § 8-50-115, dependents under age 24 at the end of
the two-year period become eligible for a 25% discount if the parent:
a) Died while employed full-time; (effective May 31, 1997) or
b) Was killed on the job or in the line of duty while a full-time employee
i. Example 1: A dependent is 24 years of age when an employee with less than 10
years of service retires/dies. The dependent is eligible for the 50% discount for 2
years or through age 26, whichever comes first. Since he/she is 26 at the end of
2 years, no additional benefit is available under TCA§8-50-115.
ii. Example 2: A dependent is 18 years old when an employee dies with less than
10 years of service. He/she is eligible for a 50% discount for 2 years. Since
he/she is 20 when the two-year period expires, the dependent is then eligible for
a 25% discount through age 23.
d. Spouses of employees who had 10 or more years of continuous regular part-time service
immediately preceding retirement or death are eligible for the fee discount on a pro rata basis
for 2 years from the date of death or retirement of the employee.
1) Dependent children of such employees are eligible for the fee discount for 2 years from
the date of death or retirement of the employee.
2) The pro rata discount will be based on the employee’s percentage of employment at the
time of retirement or death.
e. Spouses and dependent children must be admitted to the Tennessee Board of Regents or
University of Tennessee institutions through standard admissions procedures.
f. For purposes of this program, dependent children shall be defined as:
1) The employee's natural children 26 years of age or under;
2) The employee's stepchildren, provided such children are 26 years of age or under;
3) The employee's legally adopted children who are 26 years of age or under; or
4) Other individuals who are 26 years old or under & living in a parent/child relationship with the employee,
such as children of deceased parents being raised by a grandparent who is a TBR system employee.
a) The institution, at its discretion, may require satisfactory proof of the relationship or criteria qualifying
an employee's dependent for eligibility under this program.
g. Benefits provided by the Veterans’ Dependents’ Post-Secondary Education Program are greater than those
provided by the Student Fee Discount for Spouse and Dependent Children of Employees Program. Therefore,
dependents receiving such benefits are not simultaneously eligible for benefits from this program.
1) Example: A female employee has an eighteen (18) year old son whose father died while serving in the U.S.
military during a qualifying period of armed conflict as defined in the Veterans’ Dependents’ Post-
Secondary Education Program. The dependent has been approved for monetary benefits under that program.
As a result, he is no longer eligible for benefits under the Student Fee Discount for Spouse and Dependent
Children of Employees Program.
h. The employment status of the employee on the first day of classes for each term in which the spouse and/or
dependent enrolls shall be used to determine eligibility and the amount of the student fee discount for his or her
spouse and/or dependent children; a change in employee status after the first day of classes shall not affect
eligibility for the student fee discount for that term.
i. For employees who meet eligibility requirements after the first day of classes in which the spouse and/or
dependent enrolls, the discount will be available at the beginning of the next term.
j. Each institution or the System Office shall be responsible for certifying employee eligibility for fee discounts
under this policy.
k. Employees who are on leave of absence with pay will retain eligibility under this policy; the employee's
percentage of employment immediately prior to the effective date of the leave of absence shall determine the
amount of the student fee discount.
l. Employees who are on leave of absence without pay are not eligible for the spouse/dependent discount under
this policy unless the leave of absence (a) is due to an on-the-job injury, (b) complies with the provisions of the
Family and Medical Leave Act of 1993, or (c) is approved by the institution or the System Office to permit the
employees to engage in teaching or other job-related activities intended to increase their efficiency as
employees.
1) Examples - student teaching or internships that are required parts of a degree program being sought.
m. If a regular employee also qualifies under this policy as an employee's spouse or dependent child, other fee
waiver and staff development provisions for employees shall take precedence.
1) Employees are responsible for notifying the Office of Human Resources of any changes in eligibility.
2. Fees Paid/Type Course Paid/Number of Hours
a. This program is applicable to undergraduate courses at Tennessee Board of Regents and University of Tennessee
institutions up to and including full-time study.
b. Correspondence or non-credit courses are not eligible, except at the Tennessee Colleges of Applied Technology.
1) If the spouse or dependent child is receiving Title IV Financial Aid, the employee must notify the Financial
Aid Office.
2) The amount remaining after financial aid and the discount rendered under this program may be paid in
accordance with the provisions of Deferred Payment Plan Guideline B-070, provided a Deferred Payment
Plan has been implemented at the institution the employee's spouse/dependent is attending.
c. Auditing a course is allowed if the course is a credit course.
3. Payback Provisions
a. Payback provisions do not exist.
4. Accounting/Budgeting Provisions
a. Discounts of 50% of the undergraduate maintenance fee and mandatory student fees are available for dependents
of full-time employees; discounts for dependent children and spouses of eligible part-time employees are
prorated based on percentage of time worked.
b. The discount shall not be applicable to other fees, i.e., application for admission fees, applied music fees, lab
fees, books and supplies, parking fees, dormitory charges or meal plans. The amount of the discount shall be
rounded to the nearest dollar.
c. The request needs to be submitted two weeks prior to enrollment on TBR Request for Fee Discount for Spouse
and/or Dependent form. (Exhibit 1)
d. The institution or System Office where the person is an employee shall account for the chargeback as an
employee benefit to indicate that the employer (institution or System Office) is paying the cost for the benefit of
the employee. The charged institution or System Office shall remit the tuition fees to the institution providing
instruction as maintenance income.
5. Where the Participant May Attend
a. Spouses and dependent children may enroll in undergraduate courses in either the Tennessee Board of Regents
or the University of Tennessee Systems.