Get the free Section 127 Educational Assistance Program (sample plan)

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The Internal Revenue Service is providing the following sample plan to assist employers in establishing a qualified educational assistance program under section 127 of the Internal Revenue Code (Code).

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How to fill out section 127 educational assistance

01

Obtain the necessary forms from your employer or HR department.

02

Fill out the required information on the form including your personal details, the educational institution you are attending, the amount of tuition or fees, and any other relevant information.

03

Submit the completed form according to the instructions provided by your employer or HR department.

04

Keep a record of the submission for your own records.

Who needs section 127 educational assistance?

01

Employees who are seeking financial assistance for educational expenses may need to fill out section 127 educational assistance.

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What is section 127 educational assistance?

Section 127 educational assistance is a tax provision that allows for employer-provided educational assistance up to a certain limit to be excluded from an employee's income.

Who is required to file section 127 educational assistance?

Employers who provide educational assistance to their employees are required to report this assistance on their employees' W-2 forms.

How to fill out section 127 educational assistance?

Employers should use Form 1098-T to report educational assistance provided to employees under Section 127.

What is the purpose of section 127 educational assistance?

The purpose of Section 127 educational assistance is to encourage employers to provide educational assistance to their employees and help employees further their education.

What information must be reported on section 127 educational assistance?

Employers must report the amount of educational assistance provided to each employee during the year.

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