How to Apply for Educational Benefits

• The Educational Benefits system will also help you expedite the approval process when using departmental funds for training other than the three mentioned above, but is not required under these circumstances
• You can also use the Educational Benefits system to request time off to attend class(es), if needed

1. Choose the type of class that you will take - there are five options:
   • "Extended Studies Course" is a UC San Diego Extension class
   • "UCSD Undergraduate/Graduate Course via Concurrent Enrollment" is for when you are already an enrolled UC San Diego student and working toward a degree
   • "UCSD Undergraduate/Graduate Course using Employee Discount" for the Employee-Student Program
   • "Summer Session Course" is for UC San Diego Summer Session classes
   • "Other" is UC San Diego graduate classes that do not accept the Employee-Student discount, and all external classes
2. Indicate whether department funds or time will be used (check all that apply)
3. Complete all the required fields in the form that corresponds to the type of class that you will take.
   • When filling out information about the supervisor, department head, and any additional approvers, please make sure that all information is entered correctly.
   • Errors in spelling or email addresses cannot be corrected once your request has been submitted.
   • The system only recognizes plain @ucsd.edu email addresses; if your unit uses email addresses such as @eng.ucsd.edu, @jsoe.ucsd.edu, etc. omit the unit portion when entering them in the EdBen system.
4. Use the Save/Send button to begin the approval process
   • Note: you will not be able to update the information once it is submitted, so please be sure to double check that all information is entered correctly.

• Your supervisor and department head will automatically be notified by email for their approval.
• When all approvals have been obtained, the request will be automatically emailed to the appropriate campus office (Extension, Registrar, or Summer Session), who will contact you (the applicant) directly.
• If expenses will be paid via immediate reimbursement or reimbursement upon successful completion, an email will be sent to Disbursements confirming the approval.
• Departments need to process the reimbursement payment through Concur, referencing the Educational Benefits Request Number in the Business Purpose/Additional Information field or the Comment field.

Health and Health Sciences employees can use the Training Justification and Anticipated Cost (TJAC) form to process funding for learning and development. Employees must have a conversation with their supervisor and department about available funds. Learn how to use the TJAC form.

1. Before submitting the TJAC form, review the Implementing Policy.
2. Complete and sign the TJAC form.
3. Submit the TJAC form via Case Management and select Benefits.

For more information, visit the UC San Diego Health HR website’s Education Benefits page.