TUITION REIMBURSEMENT INSTRUCTIONS - U.S. Bank

1 TUITION REIMBURSEMENT INSTRUCTIONSC lick here for the TUITION REIMBURSEMENT Policy1. Prior to enrolling: Read the TUITION REIMBURSEMENT Policy on USBnet (link below) or Your manager must approve your proposed course prior to enrolling or else REIMBURSEMENT may be denied. The approval must be in writing and include the course name(s), dates, and approximate cost. Keep a printed copy of the approval for your records. 2. After course is done: Complete the TUITION REIMBURSEMENT REQUEST form (below) in Excel on a computer. Fill in the final dollar amounts and make sure that they agree to amounts shown on the billing statements. Print out the completed form and the accompanying Repayment Agreement. 3. Submission to Payroll: You and the manager must sign the completed form. Submit to Payroll per the INSTRUCTIONS in PART THREE of the form, making note of the deadlines. PART ONE -- EMPLOYEE AND COURSE INFORMATIONC omplete this form in Excel after the course is compeletedLASTFIRSTMIDDLEDAYTIME PHONE6-DIGIT EMPLOYEE ID or INTRANET IDNAMESCHOOL ATTENDING (Must be accredited)BEGINNING DATE OF CLASSENDING DATE OF CLASSSELECT ONE OF THE FOLLOWING.

2 SEE POLICY FOR ANNUAL REIMBURSEMENT TITLEGRADETUITION COST (EXCLUDE FEES AND OTHER COSTS NOT COVERED) TWO -- MANAGER APPROVALP lease do not submit unless all boxes have been checked1. At the time of enrollment, this employee was not on a corrective action plan or rated below a "3."2. On the first day of class, the employee was full time and had at least six months of employment. 3. I or a prior manager approved this course prior to the employee This course is relevant to the employee's job, a job they are training for, to a development plan, or required for an undergrad. business PRINTED NAMEMANAGER SIGNATUREDATEDAYTIME PHONEPART THREE -- REIMBURSEMENT CHECKLISTA. Submit the following within 90 days of course completion to request REIMBURSEMENT : 1. This form, with all sections completed and signed 2. The signed REIMBURSEMENT Request and Repayment Agreement form (below) 3. Copy of your school's billing statement, showing the TUITION cost and amount you owe or paid 4. Copy of scholarships, grants, or financial aid (not loans) -- if they are not shown on the billing statement 5.

3 Copy of report card or other proof of grade showing C- or better. B. Important notes:Fax to Payroll at 414-765-6545 or mail to MK-WI-J2S (keep a copy) - please don't do both. Payment is made on a regularly scheduled payday that is at least ten days after submission. The annual REIMBURSEMENT limits are based on the year you are paid, not when the course was taken. The year-endcutoff is the 2nd-to-the-last Thursday in December. Late submissions are paid Jan. 15 and apply to next year's limits. C. Signature:EMPLOYEE SIGNATUREDATERev. 11/2010 Click here for the TUITION REIMBURSEMENT Policy6. Other assistance (grants, scholarships, etc., excluding loans)Type your name hereTUITION REIMBURSEMENT REQUEST7. TUITION not reimbursed by other sources (line 5 minus 6)The responses to the four above questions are true and accurate and I approve this TUITION REIMBURSEMENT request: The TUITION administrator will audit this form by looking for these TUITION and assistance amounts on your TUITION statement.

4 Please make sure these amounts appear on the statements, invoices or other attachments. - 8. bank REIMBURSEMENT (75% of line 7) (annual limits apply)5. Total TUITION cost (total of lines 1-4)- - I have read and understand the U. S. bank TUITION REIMBURSEMENT Repayment Agreement dated 11/2010, attached, and the current policy from the company intranet (link below), obtained written manager approval prior to enrolling, and I am requesting REIMBURSEMENT under the policy. List the name of the degree, and the year you were admitted into the program: Yes:Yes:Yes:Yes:Undergraduate DegreeGraduate DegreeIndividual college courses not part of a degree programThis Agreement is made by (employee). Employee understands and agrees to the following:EMPLOYEE SIGNATUREDATERev. 11/20106. If Employee voluntarily leaves or is involuntarily terminated for reasons other than job elimination, Employee agrees to repay to Employer the full amount of any REIMBURSEMENT received within the year preceding the termination date, including TUITION for courses applied to a graduate degree program.

5 In addition, the employee agrees to repay 50 percent of any REIMBURSEMENT received within the two years preceding the termination date for courses applied to a graduate degree program. In addition, if at any time after receiving REIMBURSEMENT , it is determined that the Employee and/or course was not eligible under the policy, Employee may also be required to repay Employer for the full amount of any such REIMBURSEMENT . 1/00/19008. If the Employee does not make full repayment required under this Agreement, and Employer resorts to litigation to obtain such repayment, Employee will be liable to Employer for all of Employer s litigation costs and expenses, including attorneys fees, unless Employer does not prevail in such This Agreement is not an employment contract. Nothing in this Agreement is intended to alter Employee s status as an at-will All provisions of the bank TUITION REIMBURSEMENT Policy not specifically contained in this Agreement shall apply. The TUITION REIMBURSEMENT policy that applies is the policy version in effect at the start of the course.

6 3. Employee agrees to provide Employer with a copy of the statement/receipt reflecting the amount of the TUITION paid (such as a TUITION statement or receipt of payment for TUITION ) from the school and grade report within 90 days of completion of each course. ( TUITION cost less fees.)1. bank ( Employer ) will reimburse, upon successful completion of eligible courses taken at an accredited college or university, 75 percent of unreimbursed TUITION costs paid by the employee, up to the following amounts: (1) for eligible courses applied to a graduate degree program, up to $5,250 of TUITION costs Jan. 1 Dec. 31 of the current year, and (2) for all other eligible courses, up to $3,000 Jan. 1 Dec. 31 of the current Employee agrees that if he or she (1) does not complete a course, (2) receives a final grade lower than a C- (or numeric equivalent) in a course or otherwise unsatisfactory score if not measured by a grade or a number (such as pass/fail), (3) resigns or gives notice of resignation of his or her employment before REIMBURSEMENT is made, or (4) is terminated for any reason except for job elimination where Employee is severance-eligible under a Bancorp severance plan, he or she becomes ineligible for REIMBURSEMENT , even if approval was previously provided.

7 In cases of job elimination with severance eligibility, Employee may complete courses outstanding at the time of position elimination, but is ineligible to be reimbursed for courses enrolled in after he or she has received notice of job Employee agrees that if he or she receives an overall performance rating below a 3, or receives corrective action for performance, the employee becomes ineligible for REIMBURSEMENT . Employee may complete courses outstanding at the time of the unsatisfactory performance rating, but is ineligible to be reimbursed for courses enrolled in after he or she received this performance rating or corrective action. Employee will remain ineligible for REIMBURSEMENT unless and until Employee receives an overall performance rating of 3 or better or resolves any stated performance here for the TUITION REIMBURSEMENT PolicyTUITION REIMBURSEMENT REPAYMENT AGREEMENTType your name here7. To the extent allowed by applicable law, Employee authorizes payroll deductions of the amount owed Employer under the above-stated provisions, should payback be due.

8 To the extent that the payback is not accomplished through payroll deductions, Employee shall remit the balance due within 15 days, or on other terms set forth by bank . Acceptance by bank of a partial or untimely payment shall not change these repayment terms or obligation. 2. Employee agrees to obtain written approval by his or her manager prior to enrolling in the course. The approval should show the course name, the dates the course will be taken, and approximate cost of the course.