Letter of Intent Sample for Educational Assistance

LETTER OF INTENT: EDUCATIONAL ASSISTANCE PROGRAM

Document ID: TR-ED-992
Effective Date: [//2026]

INSTRUCTIONS FOR USE

• Applicability: This form must be completed by the employee seeking tuition reimbursement or educational support and submitted to the Human Resources Department prior to the commencement of the course/program.
• Retention Protocol: Fully executed copies must be filed in the employee’s personnel file and retained for a period of seven (7) years following the completion of the fiscal year in which the final reimbursement was processed.
• Mandatory Attachments: Please attach (1) the course syllabus or program curriculum, (2) itemized tuition/fee invoice, and (3) proof of registration.

I. EMPLOYEE INFORMATION

• Full Name: [__________]
• Employee ID: [__________]
• Department: [__________]
• Current Position: [__________]

II. EDUCATIONAL PROGRAM DETAILS

• Institution Name: [__________]
• Degree/Certificate Title: [__________]
• Start Date: [//2026]
• Expected Completion: [//2026]
• Course/Program Relevance: Explain how this program aligns with your current role or future career path at the company: [____________________________________________________]

III. FINANCIAL REQUEST

• Total Estimated Cost: $[__________]
• Amount Requested from Company: $[__________]
• Other Funding Sources (Scholarships/Grants): [ ] None [ ] Specify: [__________]

IV. TERMS & CONDITIONS

The employee acknowledges and agrees to the following:

1. Academic Performance: Reimbursement is contingent upon achieving a minimum grade of [__________] (e.g., 'B' or equivalent).
2. Employment Commitment: If the employee voluntarily resigns or is terminated for cause within [] months of receiving reimbursement, the employee agrees to repay []% of the total disbursed funds to the Company.
3. Tax Compliance: The employee assumes full responsibility for any tax liabilities arising from these payments, subject to local statutory limits.

V. APPROVALS

Department Manager Approval: Signature: __________________________ Date: [//2026]

Human Resources / Finance Approval: Signature: __________________________ Date: [//2026]

VI. EXECUTION

By signing below, I affirm that all information provided is accurate and that I have read and accepted the terms of the Corporate Educational Assistance Policy.

Employee Signature: __________________________________ Printed Name: [] Title: [] Date: [//2026]

Disclaimer: This document is provided as a standardized framework. Consult qualified legal counsel for jurisdiction-specific statutory compliance.