IBEW/ Verizon

New England Work and Family Committee

Kindergarten Reimbursement Program

Taxable Reimbursement Program

 

                           

 

Public / Private School

 

 

                                         

 

 

 

 

 

 

 

 

 

 

 

 

 

IBEW/Verizon

New England Work and Family Committee

Kindergarten Program

Taxable Reimbursement Program

 

The New England Work and Family Committee understand the difficulties families face.  In many cities and towns, half-day kindergarten is provided by the public school system.  If your child were to attend a full day program in the public school, parents are faced with tuition for the remaining half-day.  We want to ease your financial obligation so your kindergartener can attend private or public school. 

 

The full or half-day Kindergarten program runs for the school year, September, 2007 - June 2008.  This program is for your kindergarten children.   The New England Work and Family Committee will reimburse up to $2600.00 per year per dependent.  The monies you are reimbursed for are taxable.

 

     

Eligibility Requirements

 

q       You must be a member of IBEW, management or non-bargained from MA, RI, VT, NH or ME.

q       CWA and IBEW 2213 Idearc (formerly VIS) employees are not eligible for this program

q       You must have a total household income of less than $125,000 for year 2006

q       The program is for your dependents listed on your tax return

q       You must have incurred  kindergarten tuition expenses

q       You cannot participate in both The Dependent Care Reimbursements Fund (DCRF) and Kindergarten Reimbursement for the same dependent.

 

 

Kindergarten School Eligibility

 

School must be an accredited private or public school where you are required to pay for a full or half- day of kindergarten.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

How do I apply?

 

You can obtain an application by going to www.verizon.com/life and click on “Union Member Resources,” then select “New England Work and Family”, you can call 617-743-6310 or call your union representative and then complete the following steps:

 

q       Complete the application in full

q       Have school administration office sign the application after the payment has been made

q       Attach receipts or canceled checks to the application 

q       Send a copy of your 2006 1040 federal tax return (dependents name must be on your tax return)

q       If your child’s name is not on your tax return because of a recent adoption, please attach adoption documentation.

q       Send 2006 employee W2 (must be a Verizon employee). 

 

How much am I reimbursed?

 

You may be reimbursed up to $2,600.00 per year.  Complete your application and return along with your 2006 federal tax return, W2 and receipts for Kindergarten school tuition.  If you pay installments you may submit receipts throughout the school year. The application must be received no later than June 1, 2008. Your reimbursement will be included your paycheck.

 

 

 

VERIZON and IBEW retain the right to change the eligibility requirements or amount of reimbursement as well as any other provision of the program.

 

Eligibility for reimbursement terminates upon your termination of employment with Verizon.

 

Program contingent on contract negotiations.

 

 

 

 

 

 

 

PLEASE NOTE:

This is a Taxable Kindergarten Reimbursement Program

 

 

 

 

 

 

 

 

 

 

 

 

IBEW/Verizon New England Work and Family Committee

Kindergarten Reimbursement Program 

Taxable Reimbursement Program

 

Complete ALL information. Your application WILL BE RETURNED if any information is missing. Please print clearly or type.

Employee Name                                                  Social Security #

                                                      

Home Address

City State Zip Code

Home Phone

Work Address

City                                                                                                     State                                                Zip Code

Work Phone                                             Cell Phone                                              

Email

Are you on Leave?  Yes  No       If so what type                     Dates of Leave

Circle and fill in local   IBEW Local _____________ Management             Non Bargained

Do you participate in the Dependent Care Reimbursement Program?      NO         YES

If yes please name your dependents in the program

 

 

 

 

1) Dependent Full Name                                    DOB                                             Age

 

 School Name

Please circle                   private                    public school

School ‘s Address

School’s Phone Number

 

Cost the public/private school kindergarten per school year

Do you pay installments?           

If so how much                                            How many installments

School Principal /Administrative Office Signature                                 Date

 

(Attach receipts and/or cancelled checks)

You MUST attach a copy of your 1040 and W2 for year 2006, receipts and/or cancelled checks before sending. Only applications submitted with 1040 cancelled checks or receipts will be paid.

 

Employee Authorization:

I, (Print Name) ________________________________________ am requesting reimbursement for the expenses listed above. I have read the criteria of the Kindergarten Reimbursement Program and agree to abide by them and my signature signifies I abided by the criteria. I certify that all the information I have provided on this form and in the attachments is accurate.

Employee Signature                                                                                      Date

 

Send this form and attachments to:

Verizon/ IBEW

Attn:  New England Work & Family Committee

15 Chestnut St.

Worcester, MA 01609

No Later than June 1, 2008