Courses will only be reimbursed once. If you are unhappy with your grade and choose to retake it, it is ineligible for reimbursement. Certifications/Designation exams must be passed at a level eligible to earn the industry accepted certification/designation. Expenses related to preparatory materials and examinations will only be eligible for reimbursement after successfully obtaining the Certification/Designation qualification. COACHING & ADVISORY SUPPORT EdAssist offers core coaching support to all eligible U.S. Team Members, including policy expert, academic, and financial wellness coaching. Coaches provide more details on programs and institutions and can help identify career-relevant and best-fit options. Team Members are strongly encouraged to complete an appointment with an EdAssist academic coach before submitting their first application for a new educational program. To schedule a coaching appointment, use the self-scheduler option available under "Coaching & Resources" on the EdAssist website. APPLICATION SUBMISSION AND APPROVAL To be eligible to receive education assistance, a Team Member must submit a course approval application for each quarter, semester, or academic term. Applications should be submitted prior to the course start date. Applications will not be accepted more than 90 days prior to course start date or after 30 days beyond the course start date. Applications will be reviewed for policy compliance by the program administrator before forwarding the application to the Team Member’s immediate manager for final approval. PAYMENT PROCESS The Team Member makes all required payments directly to the educational provider. UnityPoint Health reimburses the Team Member for eligible expenses upon successful completion of the course. The Team Member must submit both the following within 60 days of course completion to receive reimbursement: • Appropriate evidence of successful completion (i.e., grades, CEUs, certificate of successful completion, etc.) • An itemized invoice of tuition and fees with proof of payment • NOTE: Textbooks can be included in the total application cost for traditional reimbursement. No separate application is required. The Team Member is required to fulfill all course completion requirements and to submit proof of grades, payment, etc. within the same 60 days after course completion. OTHER SOURCES OF FINANCIAL ASSISTANCE Team Members receiving educational grants, scholarships, military benefits, or discounts must disclose all such financial assistance and provide documentation of how the funds were applied. Funds received from such sources will be deducted first from any expenses not covered under the program. Any remaining funds received will be deducted from eligible tuition and fees. Financial Aid received in the form of student loans will not be deducted. TAX IMPLICATIONS In compliance with IRS regulations (section 127), employer provided educational assistance is exempt from taxation up to a maximum of $5,250 per calendar year. Taxes will be assessed if, at the time of