Human Resources Manual
| Policy No.: | 4-9 | This policy applies to: | |
| Policy Name: | Adoption Assistance |  |
Non-exempt staff |
| Effective Date: | 08/01/04 | |
Exempt staff |
| Revised: | |
Faculty | |
Policy
It is the policy of Loyola University New Orleans to support employees in their efforts to balance the demands of the workplace, their personal needs, and the needs of their families. Loyola provides assistance to eligible staff, faculty and administrators who are building their family through adoption and recognizes the investment of time and financial resources required by the adoption process. The University provides financial reimbursement for adoption-related expenses.
Procedure
This policy applies to all full-time staff and faculty of Loyola who have completed at least twelve (12) months of employment.
Eligible adoption related expenses are reimbursed to a maximum of $2,000 for agency and non-step child adoptions. Expenses related to an adoption that are reimbursable include:
Agency, home study, and placement fees
Legal fees and court costs
Medical expenses of the birth mother
Medical expenses of the child, not covered by insurance
Temporary foster care costs
Immigration, immunization and translation fees
Transportation and lodging
Adopted child’s passport and visa fees
The Adoption Reimbursement Request Form (Adobe PDF), a certified or notarized copy of the record of placement or final court order, and itemized receipts may be submitted to Human Resources up to six (6) months after placement of the child in the employee's home.
An adopted child must be under the age of 18 at the time the adoption becomes finalized. If an employee and the other adoptive parent both work for the University, only one employee can utilize the adoption reimbursement benefit.
Amounts provided to an employee for adoption reimbursement will be recorded as income. Employees utilizing the adoption reimbursement plan should consult the IRS (1-800-TAX-FORM) or the employee’s tax preparation service regarding possible exclusion of adoption-related expenses from the employee’s taxable income.
