Adopting a child can be rewarding, but navigating the adoption process can sometimes be challenging. That’s where Chevron can help, by providing financial assistance for eligible adoption-related expenses through the Adoption Reimbursement Program.
You're eligible for adoption 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
- Are not 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
If you and your spouse/domestic partner are Chevron employees, only one of you can be reimbursed for an adoption. If you’re receiving financial assistance through the Surrogacy Reimbursement Program, you may not receive benefits through the Adoption Reimbursement Program for the same child.
how adoption reimbursement works
You can be reimbursed up to $20,000 for eligible adoptions finalized after January 1, 2020*. The adopted child must be under 18 years of age, unless they’re mentally or physically unable to care for themselves. The child may be biologically related to you or your spouse/domestic partner, but you cannot be reimbursed for expenses relating to guardianship or custody of your own child.
Expenses eligible for reimbursement*
Expenses not eligible for reimbursement
*Reimbursement amount is $5,000 for adoptions finalized before January 1, 2020.
how to get reimbursed
You can request reimbursement once for each child — after the child is placed in your home with approval from the State or, for an international adoption, after the adoption is finalized either in the country of origin or the United States.
- Complete the Adoption Reimbursement Request form.
NOTE: When filing a reimbursement request, include copies of all adoption-related receipts to show expenses that have been paid, as well as agency documentation or court orders related to the adoption. If an adoption decree from another country is submitted, it must be fully translated in English and submitted in U.S. dollars.
- Sign and email the completed form to email@example.com.
- If you adopt more than one child, you should complete a separate form should be for each child.
Your paperwork will be reviewed and, if approved, your 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 form. Reimbursement requests must be submitted within 180 days following the adoption. Reimbursement requests submitted 180 days or after the adoption are not eligible for reimbursement.
benefits enrollment for your adopted child
important tax information
You may be eligible for a federal tax credit for adoption expenses that are not reimbursed by this Program. The credit begins to phase out if your modified adjusted gross income exceeds a specified amount and is completely phased out if your modified adjusted gross income exceeds a specified amount. These limits are adjusted each year for inflation. You can find information on the federal tax credit and gross income dollar amounts at www.irs.gov.
This summary describes only some of the tax rules that apply to adoption assistance benefits. There are other rules that may affect your tax treatment. For example, the tax credit and exclusion for certain expenses may be available in different years and may not be available for foreign adoptions that are never finalized.
Before you request reimbursement of adoption expenses from Chevron, you should consult a tax advisor to see if it may be more advantageous to take the tax credit than it is to be reimbursed. You cannot claim the tax credit for any expense that is reimbursed.