UET Educational Assistance

Tax Exemption

As a bargaining unit employee eligible for Union Education Trust benefits the following education tax exemptions are currently available to you.


Under current IRS Code, paid educational assistance benefits, including UET financial assistance, up to $5,250 per calendar year are exempt from income tax. Any amount over $5,250 paid for non-work related educational assistance is considered income and may be subject to income tax. Currently, however, "work-related" educational assistance is NOT taxable in any amount.

To designate a course as "work related" and determine tax exemption, UET participants who receive educational assistance benefits may submit the "Educational Benefit Tax Exemption Form" at the time they apply for their voucher or reimbursement.

If you have any questions you may contact the UET Customer Service Center at 1-866-436-7900, or send an e-mail request to support@uedtrust.org.