727 Division

As an employee in a collective bargaining unit of a contributing employer, you become a Participant in the Plan for educational assistance benefits on the first day of your fourth month of employment. (See below for special rule for part-time employees in the funeral industry.) You must work in every month of the school year to be entitled to educational assistance benefits for that academic school year. For example, for a school year that begins in August and ends the following June, you must begin working in the month of May (so that you are a Participant by August), and you must work (i.e., have contributions made on your behalf by your employer) in each month of the school year through the following June to be eligible for educational assistance benefits. You must also meet all other Plan requirements (see the section titled “Requirements to Receive Educational Assistance Benefits”).

MTSD Division:

As an employee in a Teamsters Local Union No. 727 collective bargaining unit of a contributing employer, you become a Participant in the Plan for educational assistance benefits on the first day of your employment. You must work in every month of the school year to be entitled to educational assistance benefits for that academic school year. For example, for a school year that begins in August and ends the following June, you must be working in the month of August, and you must work (i.e., have contributions made on your behalf by your employer) in each month of the school year through the following June to be eligible for educational assistance benefits. You must also meet all other Plan requirements (see the section titled “Requirements to Receive Educational Assistance Benefits”).

Part-Time Funeral Industry Employees

As a part-time employee in the funeral industry in a collective bargaining unit of a contributing employer, you may become eligible for educational assistance benefits if you work at least 200 hours during a standard 12-month accumulation period. The standard 12-month accumulation period begins with June each year and ends the following May. If you work (i.e., have contributions made on your behalf by your employer) at least 200 hours during the accumulation period of June through the following May, you may be eligible for educational assistance benefits for the academic school year corresponding to that accumulation period (e.g., if you work at least 200 hours during the period from June 2026 through May 2027, you may be eligible for benefits for the 2026-2027 academic school year). You must also meet all other Plan requirements (see the section titled “Requirements to Receive Educational Assistance Benefits”).

Dependent Eligibility

When you are eligible for educational assistance benefits, your dependents are also eligible, provided they remain a dependent for the entire school year and meet all other Plan requirements (see the section titled “Requirements to Receive Educational Assistance Benefits”).

Your dependents are:

• Your spouse;
• Your children until the end of the calendar year in which they attain age 26; and
• Opposite and Same Sex Domestic Partners who were added to coverage on or before December 31, 2014.

Please note that the term “child” includes a stepchild; a legally adopted child or child placed for adoption; a child of a domestic partner who was added to coverage on or before December 31, 2014; or a foster child.

Before your dependents can receive benefits under the Plan, you will need to submit appropriate verification of their dependent status to the Fund Office (for example, a certified marriage certificate for your spouse or a certified birth certificate for your child).