Financial Adviser Reimbursement Program

Benefits-eligible faculty and staff can seek professional assistance from a financial adviser of their choice regarding financial objectives that include tax planning, asset allocation, risk management, retirement planning, and/or estate planning.

All benefits-eligible faculty and staff are eligible to receive this financial adviser reimbursement.

The amount reimbursed will not exceed $200 per calendar year. One submission per calendar year. To receive reimbursement, you must submit the form by December 1 of each calendar year that you are seeking reimbursement. This is a taxable benefit. 

Please complete the Financial Adviser Reimbursement Form to receive reimbursement for financial adviser services.

• When completing the reimbursement form, include a copy of the invoice from the financial adviser with the following information: financial adviser’s name and/or company, date of service, and dollar amount paid for the consultation.
• Complete the reimbursement form within 60 days of the invoice date to be eligible for reimbursement. To receive reimbursement, you must submit the form by December 1 of each calendar year that you are seeking reimbursement.
• Reimbursements will be added to regular paychecks and taxed accordingly. Please allow 2 to 3 payroll cycles from the date that forms are submitted to receive a reimbursement.
• This is an annual benefit: each calendar year from January 1 through Dec. 31, USF will reimburse benefits-eligible faculty and staff up to $200 for financial adviser services. One submission per calendar year. To receive reimbursement, you must submit the form by December 1 of each calendar year that you are seeking reimbursement.

There is no limit to the number of times that financial adviser services may be used. However, USF will only reimburse up to $200 per calendar year for these services. One submission per calendar year. To receive reimbursement, you must submit the form by December 1 of each calendar year that you are seeking reimbursement. This is a taxable benefit. 

No. USF cannot endorse any particular financial adviser or organization. However, as a reminder, employees can also meet with representatives from USF’s retirement plan provider, TIAA, on-campus or over the phone for free, one-hour individual consultations. Otherwise, a financial adviser’s credentials and background should be carefully reviewed before engaging their services. Below are some websites that may assist with finding a financial adviser:

• Forbes: 10 questions to ask
• CNN Money: Finding financial planning professionals