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Get the free Educational Assistance Reimbursement Application 7.30.13.xlsx

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EducationalAssistanceReimbursementApplication Pleasereturncompletedforms&supportingdocumentstotheHRServiceCenterbyemail, fax, interoffice mail, orpostalmail. My Magellan MagellanHealth.com/8886563593/MO06/HRServiceCenter,14100MagellanPlaza,MarylandHeights,MO63043
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How to fill out educational assistance reimbursement application

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How to fill out an educational assistance reimbursement application:

01
Gather necessary documentation: Collect all relevant receipts, invoices, and proof of payment for educational expenses that you wish to claim reimbursement for.
02
Read the application instructions: Carefully review the instructions provided with the application form. Make sure you understand all the requirements and eligibility criteria.
03
Complete personal information: Fill out the necessary personal details such as your name, contact information, employee ID number, and any other information required by the application.
04
Provide proof of enrollment: Attach a document that verifies your enrollment in an eligible educational course or program. This can be a letter of acceptance, registration confirmation, or any other documentation provided by the educational institution.
05
Detail your educational expenses: List all the expenses you incurred during your educational pursuit. This may include tuition fees, textbooks, supplies, examination fees, and other related expenses. Make sure to attach proof of payment for each item.
06
Include course information: Specify the name of the educational course or program, the dates of enrollment, and any other relevant details requested in the application.
07
Calculate the amount to be reimbursed: Follow the application guidelines to determine the maximum reimbursement amount allowed. Subtract any applicable limits or exclusions from your total eligible expenses.
08
Provide supporting documents: Attach all the necessary supporting documents requested by the application, such as receipts, invoices, and proof of payment. Make sure to clearly label and organize them.
09
Review and sign the application: Carefully review all the information you have provided on the application form. Sign the form and date it as required.
10
Submit the completed application: Follow the instructions provided in the application to submit it to the designated department or person responsible for processing reimbursement applications.

Who needs an educational assistance reimbursement application?

Employees who have educational expenses that are eligible for reimbursement from their employer's educational assistance program may need to fill out an educational assistance reimbursement application. These employees usually seek financial assistance for education-related expenses such as tuition fees, textbooks, and supplies. The employer's educational assistance program typically outlines the eligibility criteria and the application process for employees seeking reimbursement for educational expenses.
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Educational assistance reimbursement application is a form used to request reimbursement for educational expenses incurred by an employee.
Employees who have incurred eligible educational expenses and meet the employer's reimbursement policy.
Employees must provide details of their educational expenses, including receipts and proof of payment, and submit the form to the employer for review and approval.
The purpose of the application is to request reimbursement for eligible educational expenses incurred by the employee.
Information such as the name of the educational institution, the course name and number, tuition costs, and receipts for the expenses must be reported on the application.
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