surrogacy reimbursement program

overview

There are many ways a family can expand, one of which is through the use of a surrogate to assist in carrying and giving birth to your child. Chevron can help you navigate the surrogate journey by providing financial assistance for eligible expenses related to a lawful surrogacy arrangement.

In addition, you may be eligible for up to eight weeks of paid time off under the Bonding Benefit, and you can take up to six months unpaid Family Leave as you welcome your new child into your home.

eligible employees

You’re eligible for surrogacy reimbursement if you’re an employee on the U.S. payroll and you:

  • Have six months or more of continuous service since your hire or last rehire date.
  • Aren’t a member of a collective bargaining unit (unless eligibility to participate has been negotiated with Chevron).
  • Are a full-time employee or a part-time employee working one of the approved part-time schedules.
  • Are working for Chevron when you agree to a valid surrogacy contract through its completion.
If you and your spouse/domestic partner are Chevron employees, only one of you can be reimbursed for a valid surrogacy contract. If you’re receiving financial assistance through the Adoption Reimbursement Program, you may not receive benefits through the Surrogacy Reimbursement Program for the same child.

how surrogacy reimbursement works

Effective January 1, 2020, you can be reimbursed up to $20,000 for eligible surrogacy-related expenses for any valid surrogacy contract in U.S. states where surrogacy is legal. You can request reimbursement for up to three eligible surrogacy events, with a lifetime maximum of $60,000.
 
A valid surrogacy contract is one that’s legal in the U.S. state where it’s entered into, and is considered complete once you’re recognized as the parent of a child on a birth certificate, court order of adoption, post-birth court order, or other court order recognizing your parental rights under applicable law.
 
Expenses eligible for reimbursement
  • Surrogate agency fees.
  • Legal and court fees associated with the surrogacy contract.
  • Related expenses for travel within the U.S. once the contract is signed and up to two months after it is executed (including amounts spent for meals and lodging while away from home).
  • Medical expenses of the birth mother that are not covered under a medical plan.
 
 
 
 
Expenses not eligible for reimbursement
  • Fees paid to the surrogate mother for her services, including living expenses. 
  • Medical insurance for surrogate who is not a Chevron U.S. payroll employee eligible for U.S. health benefits.
  • Fees paid to an egg donor or egg donor agency, or fees for egg freezing and storage.
  • Expenses incurred before an employee was eligible for the Program.
  • Any expenses that violate state or federal law.
  • Expenses reimbursed under another employer’s surrogacy reimbursement program or similar benefit plan.

how to get reimbursed

You have to request surrogacy reimbursement within six months of your child’s date of birth or adoption. To file a reimbursement request, submit the following information to Sara Kashima, Advisor, WorkLife Services (SKSH@chevron.com):

  • Completed Surrogacy Reimbursement Request form
  • All receipts for reimbursable expenses as outlined by the terms of the program.
  • A completed copy of the surrogacy contract and a certified copy of the court order of adoption, or post-birth court order, or other court order recognizing your parental rights.
As part of the review process, Chevron may ask for additional documentation to determine reimbursement eligibility. If asked, you should provide the requested documents in a timely manner as reimbursement requests can’t be determined until after all information is submitted.
 
If approved, reimbursement will be coordinated with U.S. payroll to be included as part of your regular pay. This process takes about six weeks from the date you submit the request.

benefits enrollment for your adopted child

You have 31 days from the date of adoption or placement for adoption to add your child to your benefits coverage. If you miss this deadline, you must wait until the next open enrollment period or another qualifying life event to enroll your child. Elections made during open enrollment don’t take effect until January 1 following open enrollment. Here are some changes to consider making:

important tax information

Reimbursement that’s distributed under the Surrogacy Reimbursement Program is considered taxable income and is subject to applicable federal, state and local income and employment taxes, which Chevron may withhold as appropriate. You should consult your tax advisor to discuss your specific situation.

More details about the Surrogacy Reimbursement Program can be found in the program overview.