Tuition Reimbursement Program – Vestwell Help Center

The Tuition Reimbursement Program helps eligible employees get reimbursed for education expenses like tuition, exam fees, certifications, books, and more. Your personal dashboard lets you track your available benefit, see previous submissions, and keep tabs on your progress. If your employer requires pre-approval for courses, please manage this process directly with your HR team or program administrator before submitting any Tuition Reimbursement requests. Pre-approvals are not supported within the Gradifi platform.

Getting Started

• Activate your account: Look for an invitation email from your employer. Click the link to set up your Gradifi account.
• Check eligibility: You’ll see the Tuition Reimbursement tab on your dashboard if you’re eligible. If you become ineligible (for reasons like reaching the yearly limit or employment changes), a banner will explain why and offer support info.
• Understand what’s covered: Eligible event types include Tuition, Exam Fees, Professional Certifications, Conferences, Course Materials, and more. Each may require different supporting documents.

Note: All Tuition Reimbursement requests for the current calendar year must be submitted no later than December 1, 202X, at 11:59 PM PST. Please check your dashboard or program policy for confirmation of this deadline and submit your details before this date to ensure eligibility for payment.

How To Submit a Request

1. Click Submit Request in your Tuition Reimbursement dashboard.
2. Select your event type (e.g., Tuition, Exam Fee).
3. Fill in the required details. Some events may require course grades or descriptions.
4. Enter each payment amount and date (make sure payments fall within the current benefit year). Duplicate warnings may appear but won’t block you.
5. Upload your supporting documents (receipts, transcripts, etc.). You can add up to 10 files in formats like PDF, JPG, or PNG.
6. Review your submission and acknowledge terms before submitting.
7. Get a confirmation message so you know your request is being reviewed.

Tracking Progress

• Your dashboard shows your remaining benefit, and status of all submissions (pending, approved, rejected, paid).
• The “My Accounts” page displays your full history, with details for each request.
• Notifications—by email or in-app—will alert you about registration, approvals, and rejections.

What If You Become Ineligible?

If you’re removed from the program (for caps, job changes, or program updates), you’ll see a banner notification explaining why. Past submissions remain visible for your reference.

Quick Start Checklist

• Check your invitation email and activate your account.
• Confirm eligibility in your dashboard.
• Gather your event details and supporting documents.
• Submit, review, and track your request.
• Watch for notification updates.

Frequently Asked Questions

• Can I edit a request after submitting?
  Requests cannot be edited once sent, but you can submit a new one if needed.
• How do I know my yearly benefit limit?
  Your dashboard displays your available cap and total used/remaining amount.
• What documents are required?
  Typical documents include receipts, grade transcripts, and payment proof; requirements vary by event type.
• What if my submission is rejected?
  You’ll receive an explanation and can contact support for guidance.

Troubleshooting

• Can’t upload documents?
  Check file format (PDF, JPG, PNG) and file size; max 10 files per request.
• Don’t see Tuition Reimbursement?
  You might not be eligible. A dashboard banner will explain, or contact support.
• Error messages?
  Read the error text and check required fields and document uploads; contact support if unresolved.