Associates may be reimbursed for eligible adoption expenses. To be eligible, reimbursement requests are submitted within 12 months after the finalization of the adoption. For purposes of this policy, reimbursement is only available after an adoption is finalized in a court order. Associates may be reimbursed for eligible adoption related expenses up to a maximum of $5,000 per child;

• Eligible expenses must be incurred while the associate was a full-time associate.
• Associates must be actively employed and full -time status with the firm at the time the reimbursement is made for any eligible expense.

To apply for reimbursement, complete the Adoption Expense Reimbursement form (pdf) and fax to (877) 479-6175. You must submit documentation verifying payment of the expenses submitted and a copy of the court order finalizing the adoption. Reimbursement provided through the program is subject to tax provisions and applicable withholdings

Associates can be reimbursed for certain adoption expenses incurred by their married spouse or Common-Law partner if up to a maximum of $5,000 if:

• The associate also adopts the child.
• The married spouse or Common-Law partner adopts the child during the relationship with the associate.
• The associate is employed full-time at Edward Jones on or before the date the adoption.
• All reimbursements of the expenses will be paid directly to you and will be 100% taxable to the associate.

• Associates may take Parental Leave and/or Adoption Leave in accordance with applicable legislation after the adoption has been finalized.
• This is an unpaid leave.
• Home Office associates and Branch Office Administrators may use available vacation and personal day(s) for adoption related absences. The use of paid time off for adoption absences is subject to all provisions of those policies.