Professional Documents
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McDONALD’S FRANCHISE TUITION ASSISTANCE PROGRAM
ARTICLE I
PURPOSE OF PROGRAM
1.1 Purpose. The purpose of the McDonald’s Franchise Tuition Assistance Program (the
“Program”) is to furnish various types of educational assistance to the Eligible Employees of
participating Franchise Owner/Operators in the United States (the “Employer”). It is intended
that the tuition assistance provided under this Program be eligible for exclusion from the
Employee’s income to the maximum extent possible under Code Section 127 and also, where
applicable, under Code Section 132 as a program providing qualified educational assistance.
1.2 Adoption of the Program. For a franchised McDonald’s restaurant in the United
States to participate in the Program, the Franchise Owner/Operator must agree to the terms and
conditions of the Program by agreeing executing the Employment Verification Form in the
Employee’s Tuition Assistance Request application described herein.
1.3 Effective Date. The effective date of the Program shall be January 1, 2017
ARTICLE II
DEFINITIONS
2.2 “Code” shall mean the Internal Revenue Code of 1986, as now in effect or as it may
be amended hereafter, and includes any regulations or rulings issued thereunder.
2.3 “Covered Costs” means the tuition fees, technology fees and similar payment fees
not already covered by scholarships and grants. (including seminar fees) paid or incurred by a
Participant.
2.7 “Eligible Employee” means any Employee who has satisfied the eligibility
requirements of Article III hereof.
2.8 “Employee” means any individual currently employed by the Employer and who the
Employer contemporaneously regards, classifies or treats as a U.S. domestic employee.
2.9 “Employer” means a Franchise Owner/Operator that has adopted this Program in
accordance with Article I.
2.10 “Franchise Owner/Operator” means an entity with which McDonald’s USA, LLC
(“McDonald’s”) has an agreement pursuant to which: (a) such entity has a license to use a brand
owned by McDonald’s; and (b) the entity undertakes to conduct a business in accordance with
methods and procedures prescribed by the owner of such brand.
2.11 “Full-Time” means any specified Employee who works a minimum of 30 hours per
week for an Employer.
2.12 “Office Staff” means any Employee whose primary responsibilities for the Employer
do not include working in a restaurant (e.g., Office Manager, HR Manager, or Supervisor).
2.13 “Participant” means any Eligible Employee who qualifies for Benefits under the
Program.
2.14 “Part-Time” means any specified Employee who works on average 20-29 hours per
week for an Employer.
2.17 “Program Year” means the twelve (12) month period beginning on January 1 and
ending on December 31.
2.18 “Restaurant Crew Employee” means any Employee who holds a title below that of
“Shift Manager” in the Employer’s organizational structure within the restaurant (e.g., Crew
Person, Floor Supervisor, Crew Trainer, Primary Maintenance, Backup Maintenance, or Shift
Manager Trainee).
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2.19 “Restaurant Management Employee” means any Employee who holds the title of
“Shift Manager” or a title above “Shift Manager” in the Employer’s organizational structure
within the restaurant (e.g., General Manager, Restaurant Manager, Department Manager, First
Assistant Manager, Second Assistant Manager, Assistant Manager, or Certified Swing Manager).
2.20 “Term” means the applicable period of time during the calendar year as established
by the educational institution for which a Participant may receive Benefits in accordance with
Article IV.
ARTICLE III
(a) Subject to the application and enrollment requirements described herein and in
Exhibit A, the following groups of Employees are eligible to receive Benefits under the Program.
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(3) are Employees in good standing as determined by
the Franchise Owner/Operator.
(b) Notwithstanding the foregoing Section 3.1(a), in its sole discretion, the Program
Administrator may determine that a certain Employee qualifies for Benefits in a particular
circumstance or, conversely, may determine that an Employee who otherwise satisfies the
eligibility requirements does not qualify as a Participant.
(d) To receive Benefits under the Program, the Franchise Owner/Operator who
employs the Eligible Employee must agree to the terms and conditions of participating in the
program by submitting the Employment Verification Form by the deadline communicated in
Exhibit A. The Program Administrator is responsible for notifying the Franchise
Owner/Operator after the Eligible Employee’s Tuition Assistance Request application has been
submitted, all required documents have been processed and reimbursable expenses have been
verified. Owner/Operator notifications will be sent from the Program Administrator via email no
fewer than twice weekly.
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(a) the date upon which the Employee terminates or is discharged from
employment with the Employer;
(c) death;
(d) disability;
(f) termination of the Participant’s studies for which Benefits were being
provided; and
(g) the date upon which the Program is terminated under Section 7.1 with
respect to such Employee
ARTICLE IV
BENEFITS
4.2 Course Approval for Tuition Reimbursement. The Program Administrator in its
sole discretion shall determine whether the Educational Course qualifies for reimbursement
under the Program.
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(b) In addition, if an Eligible Employee has received reimbursement for
Educational Expenses in connection with an Education Course taken in a prior Term within the
same calendar year, that Eligible Employee must submit adequate evidence of achieving a
passing grade in that Educational Course. Tuition Assistance Request applications must be
submitted to the Program Administrator no later than December 5th of each year in order for the
reimbursement to count towards that calendar year’s maximum Benefit reimbursement (as set
forth in Section 5.2 below). Tuition Assistance Request applications received after this
timeframe will be applied towards the subsequent calendar year. In no event will a Tuition
Assistance Request application be accepted or processed with respect to Educational Courses
that were completed more than twelve (12) months before the submission of the request.
ARTICLE V
LIMITATIONS ON BENEFITS
5.1 Active Employment Required. No Benefit will be payable under the Program to
any person who is not actively employed by the Employer at the time all of the conditions for
payment have been satisfied. Notwithstanding the foregoing, at the Program Administrator’s
discretion Benefits relating to Educational Expenses incurred prior to the commencement of an
approved leave of absence may be paid.
5.3 Offset for Other Payments. Any Participant receiving financial assistance or a
fellowship or scholarship from any public or private source shall be entitled to a Benefit under
this Program only to the extent the Educational Expenses of the Educational Courses taken
exceed the amount of such financial assistance, fellowship or scholarship. Notwithstanding the
foregoing, nothing in the Program shall affect an Employee’s eligibility for the McDonald’s
National Employee Scholarship.
5.4 Number of Educational Courses. The number of Educational Courses that may be
approved for reimbursement for a Participant under Section 5.2 is subject to the discretion of the
Program Administrator.
5.5 Satisfactory Completion. Benefits shall be payable with respect to any Educational
Course which the Participant completes with a passing grade. An Educational Course that has
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been failed, withdrawn from, or incomplete in any Term will result in a deduction in the next
payment request submitted in that same calendar year in which such Term commenced in an
amount equal to the Benefit paid for the failed Educational Course. Only subsequent requests
within the same calendar year are subject to deductions from a class failed earlier in that year.
(c) If any Benefit provided under the Program becomes taxable, whether as a result
of nondiscrimination tests or payment of benefits in excess of statutory limits described herein,
any employment tax withholding owed with respect to the taxable portion of any Benefit shall be
deducted from the Employee’s other compensation in the same calendar year in which the
Benefit is provided.
ARTICLE VI
FUNDING
6.1 The Program Administrator shall contribute the amount required to pay Benefits
under this Program. Benefits shall be paid to or on behalf of any Participant upon the submission
and approval of a claim for Benefits pursuant to the procedures set forth in Article IV. There
shall be no special fund out of which Benefits shall be paid, nor shall the Employer or the
Participants be required to make contributions as a condition of receiving Benefits.
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ARTICLE VII
AMENDMENT OR TERMINATION
7.1 This Program may be amended or terminated at any time by the Employer or Program
Administrator, provided, however, that any termination or amendment shall not affect the right
of any Employee to claim a Benefit for which he or she may have qualified prior to such
termination or amendment, to the extent such amounts are payable under the terms of the
Program as in effect prior to the calendar month in which the Program is amended or terminated.
ARTICLE VIII
MISCELLANEOUS
8.2 No Liability. Nothing contained herein shall impose on any officers or directors of
the Employer any personal liability for any Benefit due an Employee pursuant to this Program.
8.5 Severability. If any provision of this Program shall be held by a court of competent
jurisdiction to be invalid for any reason, such illegality or invalidity shall not affect the
remaining parts of this Program, and this Program shall be construed and enforced as if such
illegal and invalid provisions had never been included.
8.6 Gender and Number. In the construction of this Program, reference to any gender
shall include the masculine, feminine and neuter genders, the plural shall include the singular and
the singular the plural, whenever appropriate.
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8.7 Governing Law. The terms of the Program shall be construed under the laws of the
State of Illinois, except to the extent such laws are preempted by the laws of any other state or by
federal law.
8.8 Facility of Payment. When any person entitled to Benefits under the Program is
under legal disability or in the Program Administrator’s opinion is in any way incapacitated so as
to be unable to manage his or her affairs, the Administrator may cause that person’s Benefits to
be paid to that person’s legal representative, or to be applied for the benefit of that person in any
other manner that the Administrator may determine.
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EXHIBIT A
Restaurant crew employees must meet all of the following criteria to be eligible for tuition assistance:
Must be employed by a participating McDonald’s Franchise Owner/Operator in the United States.*
Must have been employed by the same Franchise Owner/Operator at least nine (9) months as of the time
of Tuition Assistance Request application completion.
Must be working an average of 20 hours per week for that Franchise Owner/Operator.
Must be in good standing as determined by the Franchise Owner/Operator.
*The Franchise Owner/Operator must agree to the terms and conditions of participating in the program. This
agreement is obtained on the Employment Verification Form after the employee submits their Tuition Assistance
Request application.
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I uploaded a document that no longer displays on my application. Do I need to submit it again?
Previously uploaded documents that are no longer displayed with a status on the home page have been rejected.
The most common reasons for a rejected document are as follows:
The document uploaded is not one of the accepted file types: .pdf, .tif, .png, .gif, .jpeg, .jpg, .bmp and
.xps.
The document uploaded was not the document requested.
Not all pages of the document were contained in the file.
We cannot open the file. The file may be corrupted or password protected.
Refer to the upload section of your application for the details of the required documents and upload a new file
that meets the criteria stated.
Note: Your official transcript may come to you in a sealed envelope, stating it will become unofficial if opened.
When scanning or copying your official transcripts, a watermark may appear noting they are now unofficial.
Despite any watermarks or sealed envelopes, you may open the envelope if needed to upload the document.
These documents will still be considered official for our purposes. When scanning or copying, you do not need to
include a copy of the sealed envelope.
Unofficial transcripts may be accessed through your school’s online student portal. These pages must still be
converted to one of the acceptable file formats. There are free tools available that will allow you to save various
documents (including web pages) as a PDF. Unofficial transcripts must contain your name and the school name
and contact information.
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What are the DOs and DON’Ts of uploading documents to my application?
DO:
Upload in the correct file format.
Only upload the requested documents.
Ensure that all documents are legible.
Black out any Social Security numbers on the documents you are uploading. This is not required, but
advised.
Return to your Home page at https://aim.applyISTS.net to verify your documents have been accepted.
DON’T:
Upload a Microsoft Word™ document (.doc, .docx).
Upload more than the requested documentation.
Assume your documents are correct and accepted once you have uploaded them.
Upload two documents with the same file name (or replace a rejected document with another document
with the same file name as the rejected document).
Upload a document stating you are mailing your documents.
Assume the required document does not pertain to you. If the application states the document is
required, your application will remain incomplete if you do not provide that document.
Password protect your uploaded documents. Password protected documents will be rejected.
Where and when should I send my supporting documents? (College Tuition Assistance only)
The required supporting documents must be uploaded to your online application or emailed to ISTS no
later than December 5, 2017. If you do not follow the upload instructions exactly, your application may
not be considered.
Documents sent by mail must be received in ISTS’s Nashville, TN office no later than December 5, 2017.
Documents that meet the criteria required for the tuition assistance application, and are
uploaded/received by December 5, 2017, will be processed and considered on time.
How will I know if my uploaded document (tuition bill/transcript) has been accepted or rejected? (College
Tuition Assistance only)
If your Tuition Assistance Request Application is denied for any reason, you will be notified by ISTS via email.
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Who do I contact to find out the status of my tuition assistance request?
You can view the status of your request on your home page at https://aim.applyISTS.net. If you have questions
about the status of your request after checking your application status online, please contact ISTS Customer Care
at MCD-Tuition@applyISTS.com or (800) 287-1145.
Program Administration
To ensure complete impartiality in selection of recipients and to maintain a high level of professionalism, the
program is administered by International Scholarship and Tuition Services, Inc., a firm that specializes in managing
sponsored scholarship programs and tuition assistance programs.
Questions
For additional information regarding the tuition assistance program, send an email to MCD-Tuition@applyISTS.com
or call toll free (800) 287-1145.
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