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The CUP Fund Application form is a crucial resource for Starbucks partners facing unexpected financial hardships. This program, established in 1999, aims to provide immediate assistance to those in need due to catastrophic circumstances beyond their control, such as illness, natural disasters, or the loss of a loved one. Partners can apply for financial help of up to $1,000, regardless of their contribution status to the fund. The application process is straightforward; partners must fill out a confidential form, which is available online or through management. The Benefits Department will review the application and follow up within three business days to gather any necessary information. It is essential for applicants to explore other resources, such as employee assistance programs and health coverage, before applying. The guidelines outline specific criteria for eligibility, focusing on situations that create sudden financial burdens. However, not all requests will qualify; for instance, routine living expenses and personal debts are excluded. Understanding the application process and eligibility requirements can significantly aid partners in navigating their financial challenges effectively.

Preview - Cup Fund Application Form

CUP Fund Guidelines (U.S.)

In 1999, Starbucks Coffee Company and a group of partners initiated a program that enables partners to help other partners in times of financial need – the Caring Unites Partners Fund. CUP is funded by partner contributions and fund raising activities, and administered by Starbucks.

CUP Fund is a safety net for partners who are experiencing significant immediate hardship because of catastrophic circumstances outside their control. Assistance may include referrals to Starbucks benefit and employee assistance programs or to community resources. Partners with the greatest and most immediate need are considered for financial assistance of up to $1,000.

OVERVIEW

CUP is a program helping Starbucks partners in times of significant and immediate need. Situations that can result in a partner needing assistance include, but are not limited to, illness or injury, death, natural disaster, or other catastrophic circumstances. All partners are eligible to apply for assistance upon hire. You need not contribute to the Fund in order to request assistance.

Contributions to the Fund

CUP Fund is supported solely by partner contributions and fund raising efforts. You can help ensure the long-term availability of the CUP Fund by contributing to it yourself. Sign up for payroll deduction by filling out a pledge form found in new-hire paperwork and also on Starbucks Online, the Partner Portal and at http://LifeAt.sbux.com. You can also send donations to CUP Fund at mail stop S-HR3, in the form of a check made payable to Starbucks Coffee Company—CUP Fund. Donations are not tax deductible.

REQUESTING ASSISTANCE

Availability of Other Resources

Before applying for CUP Fund assistance you should use available resources such as:

the employee assistance program at 1-800-682-0364 (includes legal advice, financial planning, community resources, and counseling services)

health coverage

vacation time and sick pay

disability income benefits (call Starbucks Benefits Center at 1-877-SBUXBEN to see if you are eligible)

family or community resources

other financial resources including a 401(k) loan and sale of stock

Application Process

Each application will be treated with confidentiality and carefully documented and screened. To apply, complete an application form. The application is available on Starbucks Online, the Partner Portal and at http://LifeAt.sbux.com. You can also ask your manager or Partner Resources manager for a form.

Once the application is received, the Benefits Department will contact you within three business days to obtain additional information required to assess your need. Benefits may also contact your manager to review your current work performance. We may also need to access personal information in partner resources records.

Criteria for Distribution

The CUP Fund is intended to help you when

catastrophic circumstance occurs outside your control and

you have sudden and unexpected financial responsibilities as a result and

you do not have sufficient resources to meet your responsibilities.

The list below outlines the type of financial needs that may be eligible for assistance. It is intended as a guide and is not intended to be all-inclusive.

Portion of out of pocket medical expenses only in the case a payment plan has been established or grant would provide substantial relief

Loss of your income because you are ill, injured, or are unable to work and there is no other wage replacement available

Travel expenses to visit a seriously ill family member* or to attend the funeral of a family member*

Basic funeral expenses of a family member* when you and your family do not have enough resources including payments from life insurance

To establish or re-establish a habitable and safe residence when your home is damaged or lost due to natural disaster or unforeseen circumstances

Loss of income for the primary wage earner in your household (your spouse/domestic partner or family member) when they are unable to work due to illness, injury, natural disaster or similar catastrophic event (e.g. fire), or when needed to care for an ill family member* and they don’t have other financial resources or any type of wage replacement

*Family member is defined as: parent, brother, sister, daughter, son, husband, wife, domestic partner, mother-in-law, father-in-law, son-in-law, daughter-in-law, stepparents, stepchild, grandparent, grandchild.

Other Considerations

The long-term viability of the Fund is important to partners. Therefore, when assessing your request the Benefits Department will consider:

measures you took to protect yourself against and/or to minimize your loss

resources you have explored prior to requesting CUP Fund assistance

whether assistance will provide ample relief

alternatives to your request that may be available to assist you with your immediate need

Exclusions

The list below is used as a guide and is not intended to be all-inclusive. Funds from the CUP Fund will not be available for things such as:

Routine living expenses (including car repairs or other transportation issues)

Payment of traffic or other court related fines

Reduced income due to a variance in your scheduled hours

Other personal debts such as income tax, child support, credit card debt, tuition, etc.

Loss of or damage to your personal property that does not impact your safety, housing, and ability to meet your monthly expenses

Financial assistance that you are not obligated to repay

Services that you are not obligated to pay for

Elective services (e.g. cosmetic procedures, fertility treatments)

Questions

Call the CUP Fund at 1-888-796-JAVA, ext. 8CUPS

Caring Unites Partners Fund Application (U.S.)

The first step in requesting financial assistance from the CUP Fund is to read the program guidelines. If you feel your request falls within the guidelines, complete and return this confidential application. Directions about how to send in this form are at the end of the application. Once received, the Benefits Department will contact you within three business days.

General Partner Information

Name:Date:

Partner number:

 

 

 

 

 

Cell phone:

 

______

Store number/department:

 

 

 

 

 

Home phone:

 

 

Current address:

 

_

 

Work/Store phone:

 

 

City: ___________________________________

Job Position: ___________________________

State:

 

Zip: __________

________

Most recent hire date: ___________________

 

 

 

 

 

 

 

 

 

Manager’s name:

 

_

 

Manager’s phone #:

_____________

Initial Eligibility for CUP Fund consideration

1)Partners must be in good standing with Starbucks in order to meet initial eligibility requirements for CUP Fund Assistance. Generally speaking, this means that the applicant’s current performance must be at a “meets expectations” level or higher. By signing this application, you agree and understand that we may obtain employment information in order to consider your application for CUP Fund assistance.

2)You have not received any other grant(s) from the CUP Fund within the last three years.

3)You do not have savings, stock options or SIP shares available as a resource.

4)Payroll garnishments may affect your eligibility for a grant.

If available, please have your current manager complete the following information: (Not required prior to sending in application)

For applicant’s manager use only:

Please select from the below ratings for the above applicant’s current performance.

Partner exceeds expectations

Partner meets expectations

Partner needs improvement/on an action plan

Partner has received a corrective action in the last 90 days

Comments:__________________________________________________________________________________

Completed by: ________________________ Partner #: ______________

Position: ___________________

Additional Required Information

Phone Number:_____________

Signature: ____________________________________________

March 2008 CUP Fund application, page 1 of 4

If your employment status meets initial eligibility guidelines, we will review the information you provide in response to the following questions – including personal information, financial data and details about the specific event that is triggering this request – to make a determination on your CUP Fund application. This information will be kept confidential and will not be used for any purpose other than in conjunction with this application for CUP Fund benefits.

Current Situation

1. Please describe the current situation that is causing a financial need:

______

______________________________________________________________________________

_________________________________________________________________________________

_________________________________________________________________________________

2.Date of occurrence:

REQUIRED:

Provide supporting documentation when applicable. Documentation may include but is not limited to:

Medical payment plan

Police Report

Eviction Notice

If applying for housing assistance, a rental agreement or written statement from a landlord indicating move in date, deposit required and ongoing monthly rent amount will be required prior to assistance grant.

3.Do you have other resources available to you? (e.g. Life insurance, renter’s, auto or homeowner’s insurance, health coverage including Medicaid, and community services, etc.)

 

 

 

______

 

4.

What is the amount you are requesting from the CUP Fund? $

_____________

5.

Specifically, how do you plan to use these funds?

 

 

 

______________________________________________________________________________

_________________________________________________________________________________

CUP Fund application, page 2 of 4

Financial Information

Please complete the following to the best of your ability so that we can better understand your financial need.

1. Are the funds you are requesting for: (CIRCLE ONE)

Yourself

A family member

A combination

2.Are you financially responsible for anyone besides yourself?

YES/NO

If yes, please explain.

3.On average, how much do you bring home (after all deductions), from each Starbucks

check? $

____

How much do you bring home per week in tips? $___________

4.Is your Starbucks job your only source of income?

YES/NO

If not, please detail other sources and income as follows:

Spouse or domestic partner monthly income:_______________________________

Other employment/2nd job: (Estimate monthly income):______________________

Child Support or Community Aid: ________________________________________

Any other members of same household with income: ________________________

5.Do you have a savings account YES/NO

If so, what’s the balance?

 

 

 

 

 

6. Please detail your regular monthly expenses:

 

 

 

 

rent/mortgage: $

combined utilities: $

 

 

 

 

 

 

 

 

 

 

 

 

car payment: $

 

 

 

 

gasoline:$_____________________

car insurance: $

cell phone:$_______________

groceries: $

 

 

 

child care: $

 

 

other:

 

 

 

 

 

Other Information

1.How did you find out about the CUP Fund?

2.

Have you ever applied for CUP Fund assistance before?

______

 

If so, when and what was the amount? __________________________________________

March 2008 CUP Fund application, page 3 of 4

Acknowledgment

I represent and acknowledge that the above information is true and accurate to the best of my knowledge and has been provided in conjunction with my application for CUP Fund benefits. I understand the CUP Fund Guidelines and I also understand that the allocation of CUP funds is determined by priority of the situation, the availability of funds and the sole discretion of the CUP Fund staff.

Applicant signature

Date

Please send completed form along with related supporting documentation to: CUP Fund c/o Benefits Department

Starbucks Coffee Company

2401 Utah Ave S, ms S-HR3 Seattle, WA 98134

You may also send it via confidential fax at (206) 318-7812.

The Benefits Department will contact you within three business days of receiving the application for further information. If you have questions, please call 888-796-JAVA, ext. 8CUPS.

For CUP Fund Office Use Only:

Notes:_____________________________________________________

_________________________________________________________

_________________________________________________________

_________________________________________________________

_________________________________________________________

_________________________________________________________

Pended for additional information or supporting documentation :_____________________

___________________________________________________________________________________

Date Pended: _____________________

Income:

________________________

Requested:

______________________

Expenses:

________________________

Grant:

______________________

Previous Grants: ______________________

Date:

______________________

Stock Available:_______________________

Category:

______________________

March 2008 CUP Fund application, page 4 of 4

Document Specifics

Fact Name Description
Program Purpose The CUP Fund assists Starbucks partners facing significant financial hardship due to catastrophic events beyond their control.
Eligibility Criteria All partners can apply for assistance regardless of their contributions to the fund. However, they must be in good standing and not have received assistance in the last three years.
Application Process To apply, partners must complete a confidential application form, available online or through management. The Benefits Department will respond within three business days.
Funding Limit Financial assistance can be provided up to $1,000 for eligible partners based on their immediate needs.

Cup Fund Application: Usage Instruction

After you complete the CUP Fund Application form, submit it as instructed at the end of the form. The Benefits Department will review your application and reach out within three business days to discuss your situation further.

  1. Read the CUP Fund guidelines carefully to ensure your situation qualifies for assistance.
  2. Obtain the CUP Fund Application form from Starbucks Online, the Partner Portal, or by asking your manager.
  3. Fill out the general partner information section, including your name, partner number, contact information, and job position.
  4. Confirm your initial eligibility by checking the requirements listed in the application.
  5. Provide details about your current financial situation, including a description of the event causing your need and the date it occurred.
  6. List any other resources available to you, such as insurance or community services.
  7. State the amount you are requesting from the CUP Fund and specify how you plan to use these funds.
  8. Complete the financial information section, detailing your income, expenses, and any financial responsibilities.
  9. Answer any additional questions about your previous applications or how you learned about the CUP Fund.
  10. Sign and date the application to confirm the accuracy of the information provided.
  11. Submit the completed application form as directed at the end of the form.

Learn More on Cup Fund Application

  1. What is the purpose of the CUP Fund?

    The CUP Fund, or Caring Unites Partners Fund, was established to assist Starbucks partners facing significant financial hardships due to unforeseen circumstances. This program aims to provide a safety net for partners experiencing crises such as illness, injury, death in the family, or natural disasters. Financial assistance can be as much as $1,000, helping partners manage immediate needs during difficult times.

  2. Who is eligible to apply for assistance from the CUP Fund?

    All Starbucks partners are eligible to apply for CUP Fund assistance upon hire. You do not need to have contributed to the fund to request help. However, to qualify, you must be in good standing with Starbucks, meaning your performance should meet expectations. Additionally, you should not have received any other grants from the CUP Fund in the past three years.

  3. What types of financial needs are covered by the CUP Fund?

    The CUP Fund can assist with various financial needs, including:

    • Out-of-pocket medical expenses, if a payment plan is in place
    • Loss of income due to illness or injury
    • Travel expenses to visit seriously ill family members or attend funerals
    • Basic funeral expenses for family members
    • Costs associated with establishing a safe residence after a natural disaster

    While this list provides guidance, it is not exhaustive. The Benefits Department will assess each request based on individual circumstances.

  4. How do I apply for assistance from the CUP Fund?

    To apply for assistance, start by reviewing the CUP Fund guidelines. If your situation aligns with the criteria, complete the application form available on Starbucks Online, the Partner Portal, or at http://LifeAt.sbux.com. You can also request a form from your manager or Partner Resources manager. Once your application is submitted, the Benefits Department will contact you within three business days for further information to evaluate your request.

  5. What resources should I explore before applying for CUP Fund assistance?

    Before submitting an application, it is crucial to utilize other available resources. Consider reaching out to:

    • The employee assistance program at 1-800-682-0364
    • Your health coverage
    • Your vacation time and sick pay
    • Disability income benefits through the Starbucks Benefits Center at 1-877-SBUXBEN
    • Family or community resources
    • Other financial options, such as a 401(k) loan or selling stock

    Exploring these resources can help ensure that CUP Fund assistance is reserved for those in the most urgent need.

Common mistakes

Filling out the CUP Fund Application form can be a critical step for partners in need of financial assistance. However, many applicants make common mistakes that can hinder their chances of receiving support. Understanding these pitfalls can help ensure that the application process goes smoothly.

One frequent mistake is failing to read the program guidelines thoroughly. The guidelines provide essential information about eligibility and the types of situations that qualify for assistance. Ignoring this information can lead to submitting an application that does not meet the necessary criteria.

Another common error is not providing adequate documentation. The application requires supporting documents for various situations, such as medical payment plans or eviction notices. Omitting these documents can delay the review process or result in denial of the application.

Some applicants neglect to complete all sections of the application. Leaving out important details, such as the date of occurrence or the specific amount requested, can raise red flags. Incomplete applications may be returned or rejected outright, prolonging the time it takes to receive assistance.

Additionally, many people do not clearly articulate their current situation. The application asks for a description of the financial need, and vague responses can lead to confusion. Providing a clear and detailed explanation helps the Benefits Department understand the urgency of the request.

Another mistake involves misrepresenting financial resources. Applicants sometimes fail to disclose all available resources, such as savings or insurance. This lack of transparency can lead to disqualification, as the CUP Fund aims to assist those who genuinely have no other options.

It is also crucial to ensure that the application is submitted through the correct channels. Some applicants mistakenly send their forms to the wrong address or neglect to follow the submission instructions outlined in the guidelines. This can result in delays or loss of the application altogether.

Moreover, failing to keep track of previous applications can be problematic. If an applicant has received assistance from the CUP Fund in the last three years, they must indicate this on the form. Not doing so can lead to immediate disqualification.

Some individuals overlook the importance of manager input. While it is not mandatory to have a manager complete the performance rating section before submitting the application, doing so can provide valuable context for the Benefits Department. Ignoring this step may weaken the application.

Lastly, many applicants do not follow up after submitting their forms. While the Benefits Department aims to contact applicants within three business days, it is beneficial to check on the application status if no response is received. This proactive approach can help address any issues that may have arisen during the review process.

By being aware of these common mistakes, applicants can improve their chances of successfully obtaining assistance from the CUP Fund. Careful attention to detail and thorough preparation are key to navigating this important process.

Documents used along the form

The CUP Fund Application form is a crucial document for Starbucks partners seeking financial assistance. However, there are several other forms and documents that may be required or helpful during the application process. Below is a list of these documents, along with a brief description of each.

  • CUP Fund Guidelines: This document outlines the eligibility criteria, application process, and types of assistance available through the CUP Fund. It serves as an important reference for partners to understand the program's scope.
  • Pledge Form: This form allows partners to make voluntary contributions to the CUP Fund through payroll deductions. It is essential for those wishing to support the fund financially.
  • Manager's Performance Evaluation: This evaluation form, filled out by the applicant's manager, assesses the partner's current performance level. It is a requirement for determining eligibility for assistance.
  • Supporting Documentation: Various documents may be needed to substantiate the financial need, such as medical payment plans, eviction notices, or police reports. These documents help verify the circumstances leading to the request.
  • Financial Information Form: This form collects detailed financial data from the applicant, including income, expenses, and other financial responsibilities. It is critical for assessing the partner's overall financial situation.
  • Community Resources List: A list of available community resources and assistance programs can provide additional support to partners in need. This document may guide applicants toward alternative sources of help.
  • Employee Assistance Program Information: This document outlines the services available through the employee assistance program, including legal advice and counseling services. It may be beneficial for partners exploring all available resources.

Understanding these documents can facilitate the application process and ensure that partners receive the assistance they need. Each form plays a role in verifying eligibility and assessing financial circumstances, contributing to the effective functioning of the CUP Fund.

Similar forms

The first document similar to the CUP Fund Application form is the Employee Assistance Program (EAP) brochure. Like the CUP Fund, the EAP provides support to employees facing difficult situations. Both documents aim to assist partners during times of financial or emotional hardship. The EAP brochure outlines the resources available, such as counseling and legal advice, which can complement the financial assistance offered by the CUP Fund. Each resource is designed to help partners navigate their challenges more effectively.

Another comparable document is the Health Benefits Summary. This summary details the health coverage options available to partners, similar to how the CUP Fund outlines financial assistance for medical expenses. Both documents emphasize the importance of utilizing available resources to alleviate financial burdens. They guide partners in understanding their benefits and how to access them when faced with unexpected hardships, ensuring they are aware of the support available to them.

The third document is the Payroll Deduction Authorization form. This form allows partners to contribute to the CUP Fund, just as the CUP Fund Application provides a way for partners to request assistance. Both documents underscore the collaborative spirit within the company, encouraging partners to support one another. The Payroll Deduction Authorization form emphasizes the role of contributions in sustaining the CUP Fund, while the application form highlights the process for receiving aid when needed.

Lastly, the Financial Planning Guide serves as another similar document. This guide offers resources and strategies for managing finances, akin to the CUP Fund's purpose of providing immediate financial support. Both documents aim to empower partners by equipping them with the knowledge to handle financial challenges. The Financial Planning Guide encourages proactive measures, while the CUP Fund Application focuses on immediate relief, together creating a comprehensive approach to financial well-being for partners.

Dos and Don'ts

When filling out the CUP Fund Application form, there are important steps to follow to ensure your application is complete and accurate. Below is a list of things you should and shouldn’t do.

  • Do read the program guidelines carefully before completing the application.
  • Do provide all required personal and financial information accurately.
  • Do submit supporting documentation to strengthen your application.
  • Do ensure that your manager is aware of your application if necessary.
  • Do keep a copy of your application for your records.
  • Don't leave any sections of the application blank unless instructed.
  • Don't submit the application without checking for errors or missing information.

Following these guidelines will help streamline the process and improve your chances of receiving assistance from the CUP Fund.

Misconceptions

  • Misconception 1: You must contribute to the CUP Fund to receive assistance.
  • Many partners believe that a contribution is necessary to qualify for assistance. In reality, all partners are eligible to apply for help, regardless of whether they have donated to the fund.

  • Misconception 2: Assistance is only for medical emergencies.
  • While medical emergencies are a common reason for seeking help, the CUP Fund is designed to assist with a variety of catastrophic circumstances, including natural disasters, loss of income, and other urgent financial needs.

  • Misconception 3: The application process is overly complicated.
  • Some partners feel intimidated by the application process. However, the application is straightforward and designed to gather necessary information without overwhelming applicants.

  • Misconception 4: You will receive immediate financial assistance upon applying.
  • While the CUP Fund aims to respond quickly, assistance is not instant. After submitting your application, the Benefits Department will contact you within three business days to gather more information.

  • Misconception 5: Only full-time partners can apply for assistance.
  • All partners, whether full-time or part-time, are eligible to apply for CUP Fund assistance. The program is designed to support anyone facing significant financial hardship.

  • Misconception 6: You cannot apply if you have other financial resources.
  • Having other resources does not disqualify you from receiving assistance. The CUP Fund encourages partners to explore all available resources, but it can still provide help if those resources are insufficient.

  • Misconception 7: You need to have a perfect employment record to qualify.
  • While partners must be in good standing, this does not mean they need an impeccable record. The program considers the current performance level and circumstances surrounding the request.

  • Misconception 8: The CUP Fund is only for urgent needs, not ongoing support.
  • The CUP Fund is intended for immediate financial hardships, not long-term financial assistance. It is a safety net designed to help partners navigate through sudden crises.

  • Misconception 9: The funds are taxable income.
  • Funds received from the CUP Fund are not considered taxable income, so partners do not have to worry about tax implications when receiving assistance.

Key takeaways

Key Takeaways for Filling Out and Using the CUP Fund Application Form:

  • Ensure you understand the program guidelines before applying for assistance.
  • All partners are eligible to apply for CUP Fund assistance regardless of their contribution status.
  • Gather necessary documentation to support your application, such as medical payment plans or eviction notices.
  • Submit your application through the designated channels, including Starbucks Online or by asking your manager.
  • The Benefits Department will contact you within three business days after receiving your application.
  • Be aware of the eligibility criteria, including being in good standing with Starbucks and not having received assistance in the last three years.
  • Understand that certain expenses, like routine living costs and elective services, are not covered by the CUP Fund.