# US 2013/0006884 A1 · Computer System for Managing, Assessing, and Optimizing Tuition Reimbursement and Method of its Operation

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- Number: US 2013/0006884 A1
- Document ID: US20130006884A1
- Status: Published application
- Kind: A1
- Application number: 13/174,014
- Filed: 2011-06-30
- Published: 2013-01-03
- Earliest claimed: 2011-06-30
- Assignees: Rezolve Group, Inc.
- Inventors: Craig V. Carroll; John F. Deleppo; Christina E. Kline; Margaret Lynn Raiche; Donald J. Singleton
- Web page: https://patentgrep.com/patent/US20130006884A1

## CPC

- G06Q 10/1057: Benefits or employee welfare, e.g. insurance, holiday or retirement packages
- G06Q 40/02: Banking, e.g. interest calculation or account maintenance (credit or loans G06Q40/03)
- G06Q: INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR

## Abstract

A method and system for managing, assessing, and optimizing tuition reimbursement for an employee by an employer and optimizing financial outcomes for an employee relative to tuition reimbursement programs. Employee tuition reimbursement eligibility information is entered into a computer system and the computer system determines whether the employee is eligible for tuition reimbursement by comparing the employee tuition reimbursement eligibility information to tuition reimbursement eligibility criteria for the employer. Furthermore, if the employee is determined to be eligible for the tuition reimbursement, entering employee financial aid eligibility information into the computer system. Determining a financial aid award that is generated from the employee financial aid eligibility information of the employee and determining an amount of tuition reimbursement based on the financial aid awards and/out of pocket costs incurred by the employee. Potential adjustments to tuition reimbursement eligibility are made, in one example, based on financial aid eligibility possibilities determined through modification of input parameters.

## Claims

### Claim 1

A computerized method for managing tuition reimbursement for an employee by an employer, the method comprising:
entering employee tuition reimbursement eligibility information into a computer system;
determining whether the employee is eligible for tuition reimbursement based on tuition reimbursement eligibility criteria;
if the employee is determined to be eligible for the tuition reimbursement, entering employee financial aid eligibility information into the computer system; and
submitting an application for financial aid that includes the employee financial aid eligibility information obtained from the employee.

### Claim 2 (depends on 1)

The method according to claim 1, further comprising entering into the computer system financial aid awards that were generated from the application for financial aid of the employee.

### Claim 3 (depends on 2)

The method according to claim 2, further comprising the computer system determining an amount of tuition reimbursement based on the financial aid awards.

### Claim 4 (depends on 1)

The method according to claim 1, wherein the employee tuition reimbursement eligibility information includes employment status and/or tenure of employment.

### Claim 5 (depends on 1)

The method according to claim 1, wherein the tuition reimbursement eligibility criteria for the employer includes whether a program includes appropriate funds for reimbursement of tuition expenses of the employee.

### Claim 6 (depends on 1)

The method according to claim 1, wherein at least some of the employee tuition reimbursement eligibility information is transferred from a human resources computer system.

### Claim 7 (depends on 1)

The method according to claim 1, wherein the employee financial aid eligibility information includes salary information and/or asset information.

### Claim 8 (depends on 1)

The method according to claim 1, further comprising transferring the employee financial aid eligibility information to a Free Application for Federal Student Aid form.

### Claim 9 (depends on 8)

The method according to claim 8, wherein the computer system generates a tuition reimbursement check amount that is determined in part based on the financial aid awards.

### Claim 10 (depends on 1)

The method according to claim 1, wherein the step of entering the employee tuition reimbursement eligibility information and the employee financial aid eligibility information includes entering the information over the internet.

### Claim 11 (depends on 1)

The method according to claim 1, further comprising enabling the employee to test the availability of aid with increases or decreases in the credit hours taken, status changes, or modification of other parameters.

### Claim 12

A computer system for managing tuition reimbursement for an employee by an employer, the computer system receiving employee tuition reimbursement eligibility information, determining whether the employee is eligible for tuition reimbursement based on tuition reimbursement eligibility criteria, if the employee is determined to be eligible for the tuition reimbursement, receiving employee financial aid eligibility information, and generating and submitting an application for financial aid that includes the employee financial aid eligibility information obtained from the employee.

### Claim 13 (depends on 12)

The system according to claim 12, further comprising the computer system receiving financial aid award information that were generated from the application for financial aid of the employee.

### Claim 14 (depends on 12)

The system according to claim 12, further comprising the computer system determining an amount of tuition reimbursement based on the financial aid awards.

### Claim 15 (depends on 12)

The system according to claim 12, wherein employee tuition reimbursement eligibility information includes employment status and tenure of employment.

### Claim 16 (depends on 12)

The system according to claim 12, wherein the tuition reimbursement eligibility criteria for the employer includes whether a program includes adequate funds for reimbursement of expenses of the employee.

### Claim 17 (depends on 12)

The system according to claim 12, wherein at least some of the employee tuition reimbursement eligibility information is transferred from a human resources computer system.

### Claim 18 (depends on 12)

The system according to claim 12, wherein the employee financial aid eligibility information includes salary information and asset information.

### Claim 19 (depends on 12)

The system according to claim 12, wherein the computer system transfers the employee financial aid eligibility information to a Free Application for Federal Student Aid form.

### Claim 20 (depends on 19)

The system according to claim 19, wherein the computer system generates a tuition reimbursement check amount that is determined in part based on the financial aid awards.

### Claim 21 (depends on 12)

The system according to claim 12, wherein the employee tuition reimbursement eligibility information and the employee financial aid eligibility information are entered over the internet.

### Claim 22 (depends on 12)

The system according to claim 12, further comprising enabling the employee to test the availability of aid with increases or decreases in the credit hours taken.

### Claim 23

A computerized method for managing tuition reimbursement for an employee by an employer, the method comprising:
receiving employee tuition reimbursement eligibility information;
determining whether the employee is eligible for tuition reimbursement based on tuition reimbursement eligibility criteria;
if the employee is determined to be eligible for the tuition reimbursement, determining if financial aid eligibility of the employee will improve with changes in status; and
then determining financial aid eligibility based on a new status.

### Claim 24 (depends on 23)

The method according to claim 23, wherein the new status is a fulltime status.

### Claim 25 (depends on 23)

The method according to claim 23, wherein the new status is an increased number of credit hours.

### Claim 26 (depends on 23)

The method according to claim 23, further comprising limiting available tuition reimbursement if the employee is unwilling to transition to a new status.

### Claim 27

A computer system for managing tuition reimbursement for an employee by an employer, the computer system receiving employee tuition reimbursement eligibility information, determining whether the employee is eligible for tuition reimbursement based on tuition reimbursement eligibility criteria, if the employee is determined to be eligible for the tuition reimbursement, determining if financial aid eligibility of the employee will improve with changes in status, and then determining financial aid eligibility based on a new status.

### Claim 28 (depends on 27)

The system according to claim 27, wherein the new status is a fulltime status.

### Claim 29 (depends on 27)

The system according to claim 27, wherein the new status is an increased number of credit hours.

### Claim 30 (depends on 27)

The system according to claim 27, further comprising limiting available tuition reimbursement if the employee is unwilling to transition to a new status.
