JPMorgan Chase offers financial support to eligible employees in order to help offset the high cost of adopting a child. The firm's Adoption Assistance Program may reimburse you for up to $10,000 in qualified expenses, per child, when you adopt a child under the age of 18, (or an individual who is 18 years of age or older, where that individual is incapable of self-care because of a permanent physical or mental disability), including the child of your spouse or domestic partner, or a child who is related to you. If you and your spouse or domestic partner are both JPMorgan Chase employees, only one application is accepted for the child you are adopting together.
Eligibility
Qualified Expenses
How to Apply
Additional Resources
Eligibility
As a full-time or part-time salaried employee who has completed the Introductory Period, you are eligible for adoption assistance if:
the adoption is finalized while you are employed with JPMorgan Chase and after your completion of the Introductory Period;
the qualified expenses for which you are seeking reimbursement are incurred while you are employed with JPMorgan Chase; and
you are employed with JPMorgan Chase at the time of your request, as well as at the time of reimbursement.
You are not eligible to receive adoption assistance while you are receiving long-term disability (LTD) benefits. Further, you are not eligible for adoption assistance if your adoption-related expenses are incurred or if the adoption is finalized while you are receiving LTD benefits. Return to Top
Qualified Expenses
The Adoption Assistance Program covers certain non-duplicative expenses paid by you such as:
reasonable and customary medical expenses for the birth mother, the child or both;
adoption agency fees;
legal fees;
transportation expenses (if the distance traveled exceeds 75 miles round trip) for the adoptive parents and the child;
expenses for pre-placement home study and post-placement supervision programs; and
up to 30 days of temporary foster care before adoption placement related to the adoption proceedings, if supervised by an approved or licensed agency.
The Adoption Assistance Program does not provide reimbursement for expenses covered by another source, such as an insurance company, an adoption agency, or benefits under an adoption assistance plan maintained by a spouse or domestic partner’s employer or any government-provided adoption assistance. Return to Top
How to Apply
If you wish to apply for adoption assistance, you should complete the Adoption Assistance Program Request for Reimbursement form (.pdf). You will need to provide the accessHR Contact Center with the following:
the completed Adoption Assistance Program Request for Reimbursement form;
a certified copy of the adoption decree (or a state court order or other applicable governmental approvals evidencing finalization of the adoption);
supporting documents for the legally permissible expenses (according to state law) for which you are seeking reimbursement, including copies of dated invoices or receipts that indicate the date of service, service provider, description of service and fee or charge;
a copy of the child’s passport (if you adopt a child from a country other than the United States); and
a certified English translation of any documents submitted, if applicable. Adoption assistance requests must be submitted within six months of the date the adoption is finalized.
If your request is approved, you will receive your reimbursement through the regular semimonthly payroll process. Generally, reimbursement requests require at least 15 business days to process. Reimbursements paid by JPMorgan Chase for qualified adoption expenses are subject to applicable withholding and Social Security taxes. Return to Top
Additional Resources
For information on adopting a child, you may contact LifeWorks, JPMorgan Chase's work-life resource and referral program. To learn about time off for which you may be eligible when you adopt a child, refer to the Parental Leave, JPMorgan Chase and the Family and Medical Leave Act (FMLA) and Discretionary Leave policies.
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