If your employer offers Tuition Reimbursement through SoFi At Work, you can submit your reimbursement request and supporting documents online through your At Work Dashboard.
How do I submit documentation for tuition reimbursement?
Start by logging in to your SoFi At Work Dashboard and opening the Tuition Reimbursement benefit. From there, follow the prompts in the Tuition Reimbursement Portal to enter your course details and upload your documents.
- Provide your course details
- Upload the course description
- Review your company’s eligibility requirements and submit your request
Please note: you must submit a reimbursement request for the course before the course start date. Retroactive requests are not considered.
What is acceptable documentation for a reimbursement claim?
The documentation you need can vary based on your employer and where you are in the process, but in general you may be asked to provide documents that confirm the course details, cost, and successful completion.
Examples of documents that may be requested include:
- A receipt or billing statement showing the course cost and payments made
- A transcript or certificate showing successful completion
- Course details such as the course name, institution name, and amount
Unofficial transcripts may be accepted.
What should I know before I upload my documents?
The Document Analyzer Tool reviews uploaded documents in real time and provides feedback if something appears missing or incorrect.
You can find it in the Tuition Reimbursement product card under the Courses tab by selecting View Details.
If a document is marked Verified, your document meets all standards needed for review. If validation errors appear, use them as guidance to update or correct your documents. You can still submit documents even if errors are flagged.
Have more questions? Chat with us or call 855-456-7634 to speak with an agent.