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The CUP Fund Application form serves as a vital resource for partners of Starbucks who find themselves in financial distress due to unforeseen and catastrophic events. Established in 1999, the Caring Unites Partners Fund is designed to provide assistance to those facing significant hardships, such as illness, injury, or natural disasters. The application process is straightforward, requiring partners to complete a form that details their current situation and financial needs. Importantly, partners do not need to contribute to the fund in order to apply for assistance, ensuring that all individuals in need can access support. The fund is sustained through partner contributions and fundraising efforts, highlighting the community spirit that underpins this initiative. Once an application is submitted, the Benefits Department will review it confidentially and reach out within three business days to gather further information. Financial assistance can reach up to $1,000, and the criteria for distribution focus on immediate needs that arise from circumstances beyond the partner's control. The application also prompts partners to explore other available resources before seeking CUP Fund assistance, ensuring that all avenues have been considered. In this article, we will delve deeper into the nuances of the CUP Fund Application form, the eligibility criteria, and the types of assistance that may be available to partners in need.

Cup Fund Application Example

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

File Breakdown

Fact Name Description Governing Law
Purpose of CUP Fund The CUP Fund provides financial assistance to Starbucks partners facing significant hardship due to catastrophic events beyond their control. N/A
Eligibility Criteria Partners must be in good standing and have not received CUP Fund assistance in the last three years to be eligible for aid. N/A
Application Process To apply, partners must complete a confidential application available online or through management. The Benefits Department will respond within three business days. N/A
Types of Assistance Financial assistance may cover medical expenses, funeral costs, and housing support, among other urgent needs. N/A
Contributions The CUP Fund is funded by partner contributions and fundraising efforts. Donations are not tax-deductible. N/A

Guide to Using Cup Fund Application

Completing the CUP Fund Application form is an important step for partners seeking financial assistance. After submitting the form, the Benefits Department will review your application and contact you within three business days for any additional information needed to assess your situation.

  1. Obtain the CUP Fund Application form from Starbucks Online, the Partner Portal, or request it from your manager or Partner Resources manager.
  2. Read the CUP Fund guidelines carefully to ensure your situation qualifies for assistance.
  3. Fill out the general partner information section, including your name, partner number, contact information, and job position.
  4. Confirm your initial eligibility by answering the eligibility questions honestly.
  5. Provide a detailed description of your current financial need in the designated section.
  6. Indicate the date of occurrence related to your financial need and attach any supporting documentation if applicable.
  7. List any other resources available to you, such as insurance or community services.
  8. Specify the amount you are requesting from the CUP Fund and explain how you plan to use these funds.
  9. Complete the financial information section, detailing your income, expenses, and any dependents you are financially responsible for.
  10. Answer any additional questions, including how you learned about the CUP Fund and whether you have applied for assistance before.
  11. Review your application for accuracy and completeness.
  12. Submit the completed application form according to the directions provided at the end of the form.

Get Answers on Cup Fund Application

  1. What is the CUP Fund and who is eligible to apply?

    The CUP Fund, or Caring Unites Partners Fund, is designed to assist Starbucks partners facing significant financial hardship due to catastrophic events outside their control. This includes situations like illness, injury, death, or natural disasters. All partners are eligible to apply for assistance from the moment they are hired. You do not need to contribute to the Fund to request help.

  2. How can I apply for assistance from the CUP Fund?

    To apply, you must complete the CUP Fund application form. This form is 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 submitted, the Benefits Department will contact you within three business days to gather any additional information needed to assess your situation.

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

    The CUP Fund can assist with a variety of financial needs, including:

    • Out-of-pocket medical expenses (if a payment plan is established)
    • Loss of income due to illness or injury
    • Travel expenses for visiting a seriously ill family member or attending a funeral
    • Basic funeral expenses for a family member
    • Establishing a safe residence after a natural disaster
    • Loss of income for the primary wage earner in your household due to illness or other catastrophic events

    Keep in mind that this list is not exhaustive, and all requests will be evaluated based on individual circumstances.

  4. What should I do before applying for CUP Fund assistance?

    Before applying, it’s important to explore other resources that may be available to you. Consider the following:

    • Employee assistance program at 1-800-682-0364
    • Your health coverage
    • Vacation time and sick pay
    • Disability income benefits
    • Family or community resources
    • Other financial resources, such as a 401(k) loan

    Using these resources can help demonstrate your need for CUP Fund assistance.

  5. What factors are considered when reviewing my application?

    The Benefits Department will assess your application based on several criteria, including:

    • The nature of the catastrophic event
    • Your current financial responsibilities
    • Available resources you have explored before applying
    • Whether the requested assistance will provide substantial relief

    Your application will be treated confidentially and will only be used for the purpose of assessing your request.

  6. Are there any exclusions to what the CUP Fund can cover?

    Yes, certain expenses are not covered by the CUP Fund. These include:

    • Routine living expenses like car repairs
    • Payment of traffic fines
    • Reduced income due to changes in scheduled hours
    • Personal debts such as income tax or credit card debt
    • Loss or damage to personal property that does not affect safety or housing

    Understanding these exclusions can help you determine if your situation qualifies for assistance.

Common mistakes

Filling out the CUP Fund Application form can be a crucial step for partners in need of financial assistance. However, several common mistakes can hinder the application process. Understanding these errors can help ensure a smoother experience.

One frequent mistake is not reading the program guidelines thoroughly before starting the application. The guidelines provide essential information about eligibility and the types of assistance available. Skipping this step may lead to misunderstandings about what qualifies for aid.

Another common error is failing to provide complete personal information. Missing details such as the partner number, current address, or phone numbers can delay processing. It's vital to double-check that all fields are filled out accurately to avoid unnecessary complications.

Many applicants also overlook the requirement for supporting documentation. When describing the current situation causing financial need, it’s essential to include relevant documents. These may include medical payment plans or eviction notices. Without this documentation, the application may not be considered.

Some partners mistakenly request an amount that exceeds the maximum allowed. The CUP Fund provides assistance up to $1,000. Requesting more than this limit can lead to immediate disqualification from receiving aid.

Another issue arises when applicants do not disclose other resources available to them. This includes insurance, community services, or other financial assistance. Being transparent about available resources is crucial for the assessment process.

In addition, failing to explain how the requested funds will be used can be detrimental. The application requires a clear plan for utilizing the funds, and vague answers may raise concerns about the legitimacy of the request.

Some partners also neglect to indicate if they are financially responsible for anyone besides themselves. This information is important for understanding the full scope of financial need. Omitting it can lead to an incomplete picture of the applicant’s situation.

Another common mistake is not having a manager complete the performance rating section. Although this step is not mandatory before submitting the application, it can strengthen the case for assistance. A favorable rating can enhance the chances of approval.

Lastly, many applicants forget to sign the application. An unsigned form may be considered incomplete and can result in delays or outright rejection. Ensuring that all required signatures are in place is essential for a successful submission.

By avoiding these common mistakes, partners can improve their chances of receiving the support they need through the CUP Fund. Careful attention to detail and thorough preparation can make a significant difference in the application process.

Documents used along the form

The CUP Fund Application form is an essential document for partners seeking financial assistance from the Caring Unites Partners Fund. Several other forms and documents may be needed to support the application process or provide additional information. Below is a list of common documents that are often used in conjunction with the CUP Fund Application form.

  • Employee Assistance Program Information: This document outlines the resources available through the employee assistance program, including legal advice, financial planning, and counseling services.
  • Health Coverage Documentation: Proof of health insurance coverage may be required to assess eligibility for certain types of financial assistance related to medical expenses.
  • Payroll Deduction Pledge Form: This form allows partners to contribute to the CUP Fund through payroll deductions, ensuring ongoing support for the program.
  • Manager's Evaluation Form: A form completed by the partner's manager that provides feedback on the partner’s current performance and eligibility for assistance.
  • Supporting Documentation: This includes any relevant documents such as medical payment plans, eviction notices, or police reports that validate the financial need described in the application.
  • Financial Information Statement: A detailed breakdown of the partner's financial situation, including income, expenses, and any other financial obligations that may impact their need for assistance.
  • Community Resource Referral List: A list of local community resources that may provide additional support or assistance to partners in need.
  • Prior CUP Fund Application Records: Documentation of any previous applications for CUP Fund assistance, including outcomes and amounts received, to ensure compliance with eligibility requirements.

These documents can help provide a comprehensive view of a partner's situation and support their request for assistance. It is important to gather all necessary information to ensure a smooth application process.

Similar forms

  • Grant Application Form: Similar to the CUP Fund Application, a grant application form requires detailed personal and financial information to assess eligibility for financial assistance. Both forms emphasize the need for supporting documentation to validate the request.
  • Financial Aid Application: Like the CUP Fund Application, financial aid applications for educational institutions require applicants to disclose their financial circumstances and any extenuating situations that may impact their ability to pay for education.
  • Disaster Relief Application: Disaster relief applications, similar to the CUP Fund Application, focus on providing assistance to individuals affected by catastrophic events. Both forms require applicants to describe their current situation and the financial impact of the disaster.
  • Employee Assistance Program (EAP) Request: EAP requests, like the CUP Fund Application, often seek to provide support for employees facing personal hardships. Both applications require information about the situation necessitating assistance and may involve confidentiality agreements.
  • Loan Application: A loan application shares similarities with the CUP Fund Application in that both require detailed financial information and may necessitate a justification for the funds being requested, particularly in terms of financial need.
  • Medical Assistance Application: Medical assistance applications require individuals to provide information about their health and financial situation, much like the CUP Fund Application. Both forms aim to assess the urgency and necessity of the assistance requested.
  • Charitable Assistance Request: Similar to the CUP Fund Application, requests for charitable assistance often require detailed personal information and a clear explanation of the financial need, along with supporting documentation.
  • Housing Assistance Application: Housing assistance applications, like the CUP Fund Application, focus on assessing the financial situation of applicants to determine eligibility for support, especially in cases of housing instability due to unforeseen circumstances.

Dos and Don'ts

When filling out the CUP Fund Application form, it is important to keep certain practices in mind to ensure a smooth process. Below are five things to do and not do during this application process.

  • Do: Read the program guidelines carefully before starting your application.
  • Do: Provide accurate and complete information to help assess your financial need.
  • Do: Include any required supporting documentation, such as medical payment plans or eviction notices.
  • Do: Reach out to your manager or Partner Resources if you have questions about the application.
  • Do: Submit the application as instructed, ensuring it is confidentially handled.
  • Don't: Rush through the application; take your time to ensure all details are correct.
  • Don't: Leave any required fields blank; incomplete applications may delay the process.
  • Don't: Provide false information or exaggerate your situation, as this can lead to disqualification.
  • Don't: Forget to follow up if you do not hear back within the specified time frame.
  • Don't: Assume that previous applications will affect your current eligibility; each request is considered on its own merits.

Misconceptions

  • Anyone can apply for CUP Fund assistance without any eligibility requirements. This is not true. Partners must be in good standing and meet specific criteria to qualify for assistance.
  • Contributing to the CUP Fund is mandatory to receive assistance. In reality, you do not need to contribute to the fund to request help.
  • The CUP Fund only covers medical expenses. While medical expenses are one type of assistance, the fund also helps with various financial hardships, including funeral costs and housing issues.
  • All applications are automatically approved. Each application is reviewed carefully, and assistance is granted based on immediate need and available resources.
  • You can receive CUP Fund assistance multiple times in a short period. There is a limit on how often you can apply. Partners cannot receive grants more than once every three years.
  • Funds from the CUP Fund can be used for any personal expenses. The fund has specific exclusions, such as routine living expenses and elective services.
  • Applying for assistance is a lengthy and complicated process. The application process is straightforward, and you can expect to hear back within three business days after submission.
  • Only full-time partners can apply for assistance. All partners, regardless of their employment status or hours worked, are eligible to apply.
  • The CUP Fund is a loan that must be repaid. This is incorrect. Assistance provided through the CUP Fund does not need to be repaid.

Key takeaways

Filling out the CUP Fund Application form is a crucial step for partners in need of financial assistance. Here are some key takeaways to keep in mind:

  • Understand Your Eligibility: Before applying, ensure that you meet the initial eligibility requirements. Partners must be in good standing with Starbucks, meaning your performance should generally be at a "meets expectations" level or higher.
  • Gather Necessary Documentation: When completing your application, be prepared to provide supporting documents. This could include medical payment plans, eviction notices, or any relevant proof that supports your financial need.
  • Explore Other Resources: Before applying for CUP Fund assistance, utilize available resources. This includes employee assistance programs, health coverage, and community resources that may provide immediate help.
  • Be Prompt and Thorough: After submitting your application, expect to hear back from the Benefits Department within three business days. Ensure that all sections of the application are filled out completely to avoid delays in processing.

Taking these steps can help streamline your application process and increase your chances of receiving the assistance you need. Remember, time is of the essence when facing financial hardship, so act quickly and thoroughly.