Surcharge Rates

Surcharge Calculations

Tuition Remission is a benefit to graduate students holding a Research Assistant, Teaching Assistant, Lecturer (SA), or Program/Project Assistant appointment to help alleviate the cost of tuition. The tuition charges, although not segregated fees, are waived for eligible graduate students. A 33.3% FTE per semester is required to remain eligible for tuition remission.

To help determine eligibility, the below link provides details by appointment type:

As part of this program, tuition remission surcharge is a policy to help recoup the waived tuition costs by University and Wisconsin State Statute. The tuition remission surcharge is calculated based on the percentage of stipend charged/student's level of work, and is automatically allocated to the funding source(s) where the assistant is appointed.

The monthly tuition remission surcharge process looks to see which employees have at least a total of 33.3% FTE earnings between all of the below salary account codes and is then charged a monthly rate of $1,333.33 (for Fall 2016-Spring 2017), except for January which is a split charge between the two semesters.

Surcharge Calculation Exemptions

There are two cases where the monthly charges are assessed, but then reversed out in the same journal entry

  • Teaching Assistant appointments: Teaching Assistant appointments are used in the calculation of the total employee’s eligibility, but are not charged directly to the department funding like the RA and PA appointments are. These charges are covered via alternative means.
  • Fund 142 appointments: Tuition Remission charges are covered by CALS via alternative means.

Frequently Asked Questions

    Where can I look up the tuition remission calculation detail by employee in WISDM?

    Under Main Menu, go to Payroll, then Tuition Remission Search:

    Then type the known information into the available search fields:

    The results will show all RA, PA, LSA, and TA appointments and funding for the semester chosen:

    What happens if the FTE drops below 33.3% during the semester?

    Once an employee drops below the 33.3% FTE, all charges posted to date for that semester will be reversed out in the month of when the FTE falls below the 33.3%.

    What if a student has 2 appointments, a 25% PA appointment and a 15% PA appointment (both below the 33.3% FTE), do they receive the tuition surcharge?

    Yes, the combined appointments equal a 40% FTE, therefore qualifying them for the tuition remission surcharge.

    If a graduate assistant's appointment is split between 2 projects, will the tuition remission surcharge be split between the projects?

    Yes, the tuition remission surcharge will be split between the two projects based on the percent of appointment on each project.

    For some departments, it is quite common for their graduate assistants to work as teaching assistants during the academic year and then serve as RAs or PAs during the summer months. How much tuition remission surcharge will be charged for these summer only positions?

    There will be no tuition remission surcharge for PA and RA appointments during the summer. The tuition remission surcharge only is applied during the fall and spring semesters (September through May).

    If a graduate assistant has a 25% TA appointment and a 25% PA appointment for a semester, what would the tuition remission surcharge be?

    In this case the tuition remission surcharge will only apply to the PA appointment, however the surcharge process will initially charge both appointments evenly. The PA appointment would be charged $3,000 per semester or $666.66 per month (4.5 months). The TA appointment, although initially charged $3,000 per semester, would have that charge reversed with the net effect of no surcharge applied to the TA appointment.

    What happens if the graduate assistant has a TA appointment at 33% and a RA appointment at 11.2%? Would the TA appointment cover the tuition remission surcharge, or would the RA appointment be charged too?

    The surcharge is not applied to the TA appointment. The tuition remission surcharge would only be applied to the RA appointment. In this case the RA funding source would be responsible for 25% of the tuition remission surcharge or $1,500 per semester, because the RA appointment at 11.2% is 25% of the graduate assistant's total appointment of 44.2%.

    What happens with appointment funding that changes from month to month?

    The tuition remission surcharge will automatically be adjusted through the monthly tuition remission process to match the cumulative funding source for the graduate assistant stipend.

    Does the tuition remission surcharge transfer automatically after a salary transfer is processed?

    Yes, for the current and prior fiscal year semesters only. For example, when the tuition remission process is run for March 2017, it processes spring 2016-17, fall 2016-17, spring 2015-16 and fall 2015-16. If the salary transfer is posted in March 2017 for a payroll period outside of these semesters, a manual transfer (NSCT) is needed.

    What happens when a student leaves mid-semester?

    It depends on the specific case. In the event that a graduate student leaves during the course of a semester, the graduate student still may qualify for a remission, while the remission surcharge may or may not be applied, depending on the cumulative appointment level. Contact the Bursar's Office for eligibility questions and Business Services for questions about the remission surcharge.

    Who should I contact if I have questions?

      • For eligibility questions, please contact Chris Cleary-Hinz at the Bursar's office:
      • For tuition remission surcharge questions, please contact Lea Erickson at Business Services:
      • For general remission questions or specific questions related to sponsored projects, please contact Crystal Jones at Research & Sponsored Programs.

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