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The CUP Fund Application form is a crucial resource for Starbucks partners facing significant financial hardships due to unforeseen circumstances. Established in 1999 by Starbucks Coffee Company, this program is designed to assist partners in times of need, providing financial aid of up to $1,000 for those who qualify. The application process is accessible to all partners, regardless of their contribution to the fund, ensuring that assistance is available to anyone experiencing crises such as illness, injury, or natural disasters. To initiate the request for support, partners must complete the application form, which is readily available through various channels, including the Partner Portal and Starbucks Online. The Benefits Department plays a key role in the review process, assessing applications based on established criteria to determine eligibility. The form also requires personal and financial information, ensuring that requests are handled confidentially and with care. While the CUP Fund aims to alleviate immediate financial burdens, it is important to note that certain exclusions apply, and applicants are encouraged to explore other available resources before seeking assistance. This comprehensive overview of the CUP Fund Application form highlights its purpose, eligibility requirements, and the necessary steps for partners to obtain financial relief during challenging times.

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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

Form Specifications

Fact Name Details
Program Origin The Caring Unites Partners (CUP) Fund was initiated in 1999 by Starbucks Coffee Company and partners to assist those in financial need.
Funding Source The CUP Fund is funded entirely by partner contributions and fundraising activities.
Assistance Amount Partners may receive financial assistance of up to $1,000 based on immediate need.
Eligibility Criteria All partners can apply for assistance upon hire, regardless of their contributions to the fund.
Application Process To apply, partners must complete an application form available on Starbucks Online or from management.
Confidentiality Assurance All applications are treated confidentially and are carefully documented and screened by the Benefits Department.
Exclusions Funds cannot be used for routine living expenses, personal debts, or elective services.
Contact Information For questions, partners can call the CUP Fund at 1-888-796-JAVA, ext. 8CUPS.

Cup Fund Application: Usage Guidelines

To apply for financial assistance from the CUP Fund, you will need to fill out the application form carefully. Once submitted, the Benefits Department will reach out to you within three business days to gather any additional information needed to evaluate your request.

  1. Access the CUP Fund Application form from Starbucks Online, the Partner Portal, or at http://LifeAt.sbux.com.
  2. Read the CUP Fund guidelines thoroughly to ensure your situation qualifies for assistance.
  3. Fill in your general partner information, including your name, partner number, contact numbers, and job position.
  4. Confirm your initial eligibility by answering the questions regarding your employment status and any previous grants received.
  5. Provide details about your current situation that is causing financial need, including the date of occurrence and any supporting documentation.
  6. Indicate whether you have other resources available to you and specify the amount you are requesting from the CUP Fund.
  7. Explain how you plan to use the requested funds.
  8. Complete the financial information section, detailing your income, expenses, and any dependents.
  9. Answer additional questions about how you found out about the CUP Fund and any previous applications.
  10. Sign the application to confirm the information is accurate and complete.
  11. Submit the completed application form as directed at the end of the form.

Your Questions, Answered

What is the CUP Fund and who can apply for it?

The CUP Fund, or Caring Unites Partners Fund, is a program designed to assist Starbucks partners facing significant financial hardship due to catastrophic circumstances. This could include situations like illness, injury, death, or natural disasters. All partners are eligible to apply for assistance as soon as they are hired, regardless of whether they have contributed to the fund.

How do I apply for assistance from the CUP Fund?

To apply for assistance, first, review the CUP Fund guidelines to ensure your situation qualifies. Then, complete the application form, which can be found on Starbucks Online, the Partner Portal, or at http://LifeAt.sbux.com. You can also request a form from your manager. Once your application is submitted, the Benefits Department will reach out to you within three business days to gather any additional information needed to evaluate your request.

What types of financial needs are eligible for assistance?

Eligible financial needs can include out-of-pocket medical expenses (if a payment plan is in place), loss of income due to illness or injury, travel expenses for visiting a seriously ill family member, basic funeral expenses for a family member, and costs associated with establishing a safe residence after a disaster. The fund aims to help with sudden and unexpected financial responsibilities that arise from circumstances beyond your control.

Are there any exclusions for what the CUP Fund can cover?

Yes, there are specific exclusions. The CUP Fund cannot be used for routine living expenses, payment of fines, personal debts, or loss of personal property that does not impact safety or housing. Additionally, funds cannot be used for elective services or any financial assistance that does not require repayment.

What should I do before applying for CUP Fund assistance?

Before applying, it is important to explore other available resources. This includes utilizing the employee assistance program, health coverage, vacation or sick pay, and community resources. You may also want to consider other financial options, like a 401(k) loan, to ensure you have exhausted all possibilities before seeking assistance from the CUP Fund.

How is my application evaluated?

Your application will be treated confidentially and assessed based on your current situation, financial data, and the specific event prompting your request. The Benefits Department may also review your work performance and personal information from partner resources records. They will consider the measures you took to mitigate your loss and whether assistance will provide sufficient relief for your immediate needs.

Common mistakes

  1. Incomplete Personal Information: Failing to fill out all required fields, such as name, partner number, or contact information, can lead to delays in processing the application. Ensure all sections are completed accurately.

  2. Insufficient Documentation: Not providing the necessary supporting documents can hinder the review process. Always attach relevant documents, such as medical payment plans or eviction notices, as specified in the application.

  3. Misunderstanding Eligibility Criteria: Some applicants may not fully grasp the eligibility requirements. It’s crucial to ensure that you meet the conditions outlined in the guidelines, such as being in good standing with Starbucks.

  4. Vague Descriptions of Financial Need: Providing unclear or overly brief descriptions of the financial situation can lead to misunderstandings. Take time to clearly explain the circumstances causing the financial need.

  5. Ignoring Other Available Resources: Not indicating other resources available, such as insurance or community services, may affect the application’s outcome. Be transparent about all financial resources you have explored prior to applying.

Documents used along the form

The CUP Fund Application form is a vital document for Starbucks partners seeking financial assistance during tough times. Alongside this application, several other forms and documents are often needed to ensure a smooth process. Each of these documents serves a specific purpose, helping to clarify the partner's situation and verify their eligibility for assistance.

  • Employee Assistance Program Information: This document outlines the various resources available to partners, including counseling services, financial planning, and legal advice. It is crucial for applicants to explore these options before applying for CUP Fund assistance.
  • Medical Payment Plan Documentation: If the application involves medical expenses, partners may need to provide proof of a payment plan. This documentation helps verify the financial need related to medical costs.
  • Police Report: In cases where the financial need arises from theft or other criminal activities, a police report may be required. This report serves as official documentation of the incident.
  • Eviction Notice: If the partner is facing eviction, they must provide a copy of the eviction notice. This document is essential for assessing housing-related financial needs.
  • Rental Agreement: When applying for housing assistance, a rental agreement or a statement from the landlord is necessary. This shows the ongoing financial obligations related to housing.
  • Proof of Income: Partners may need to submit pay stubs or other income verification documents. This information helps assess their financial situation and need for assistance.
  • Financial Statement: A detailed statement of monthly expenses is often required. This helps the Benefits Department understand the partner's financial obligations and overall situation.
  • Previous CUP Fund Application Records: If the partner has applied for assistance before, they may need to provide details of previous applications. This helps track the partner's history with the fund.
  • Manager's Recommendation: A recommendation or evaluation from the partner's manager may be requested. This provides insight into the partner's work performance and eligibility for assistance.

Gathering these documents ensures that the application process is thorough and efficient. Each piece of information contributes to a clearer understanding of the partner's situation, ultimately aiding in the determination of their eligibility for CUP Fund assistance.

Similar forms

  • Grant Application Form: Similar to the CUP Fund Application, a grant application form collects personal and financial information to assess eligibility for financial assistance. Both forms require applicants to provide details about their current situation and the specific need for funds.
  • Emergency Assistance Application: This document serves to request urgent financial help, much like the CUP Fund Application. Both require supporting documentation to verify the applicant's financial hardship and the circumstances surrounding it.
  • Financial Aid Application: A financial aid application, often used by educational institutions, asks for information about the applicant's financial situation. Like the CUP Fund Application, it aims to determine eligibility for assistance based on need.
  • Disaster Relief Application: This application is used to request aid after a natural disaster. Similar to the CUP Fund Application, it focuses on immediate financial needs resulting from catastrophic events.
  • Medical Assistance Application: This document is for individuals seeking financial help for medical expenses. Both applications require detailed financial information and documentation to assess eligibility for assistance.
  • Nonprofit Assistance Request Form: Nonprofits often have forms for individuals seeking help. Like the CUP Fund Application, these forms require personal details and an explanation of the financial need, ensuring the organization can evaluate the request effectively.

Dos and Don'ts

When filling out the CUP Fund Application form, consider these essential dos and don’ts:

  • Do read the CUP Fund guidelines thoroughly before starting your application.
  • Do provide accurate and complete personal information to ensure prompt processing.
  • Do include supporting documentation to substantiate your financial need.
  • Do be honest about your financial situation and resources available to you.
  • Do follow the submission instructions carefully to avoid delays.
  • Don’t leave any sections of the application blank; incomplete forms may be rejected.
  • Don’t exaggerate your financial need; honesty is crucial for your application.
  • Don’t apply if you have received CUP Fund assistance within the last three years.
  • Don’t forget to check your eligibility against the initial requirements.
  • Don’t hesitate to reach out for help if you have questions about the process.

Misconceptions

Misconception 1: You must contribute to the CUP Fund to receive assistance.

This is not true. All partners are eligible to apply for assistance regardless of whether they have made contributions to the fund. The CUP Fund is designed to support partners in need, and contributions are not a prerequisite for receiving help.

Misconception 2: The CUP Fund only helps with medical expenses.

While medical expenses are one of the eligible needs, the CUP Fund assists with a variety of situations. These include loss of income due to illness, travel expenses for family emergencies, and basic funeral costs, among others. The fund aims to address a broad range of catastrophic circumstances.

Misconception 3: Applying for assistance is a lengthy and complicated process.

The application process is straightforward. Partners simply need to fill out the application form and submit it. The Benefits Department will reach out within three business days to gather any additional information needed. Confidentiality is maintained throughout the process.

Misconception 4: You can only receive CUP Fund assistance once every few years.

While partners cannot receive multiple grants within a three-year period, this does not mean they are limited to one-time assistance. Each application is evaluated on its own merits, and partners can apply for assistance again if they meet the eligibility criteria and have not received help within the specified timeframe.

Key takeaways

Filling out and utilizing the CUP Fund Application form is a crucial step for partners seeking financial assistance. Below are key takeaways to guide you through the process:

  • Understand the Purpose: The CUP Fund is designed to assist partners facing immediate financial hardship due to catastrophic circumstances beyond their control.
  • Eligibility Criteria: All partners are eligible to apply upon hire, regardless of their contributions to the fund. However, applicants must be in good standing with Starbucks.
  • Explore Other Resources: Before applying, utilize available resources such as the employee assistance program, health coverage, and community support to address your financial needs.
  • Confidential Application: Complete the application form accurately and return it as directed. Your information will be treated confidentially and reviewed by the Benefits Department.
  • Timely Response: After submission, expect to be contacted within three business days for any additional information needed to assess your request.
  • Criteria for Assistance: Assistance is available for specific needs, such as medical expenses, funeral costs, and housing needs due to natural disasters or unforeseen circumstances.
  • Exclusions: Be aware that the fund cannot be used for routine living expenses, personal debts, or elective services that do not impact your immediate safety or financial responsibilities.

By keeping these takeaways in mind, partners can navigate the application process with clarity and confidence, ensuring that they receive the support they need during challenging times.