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The adoption assistance program helps offset associate expenses for adopting a child. Associates will be reimbursed up to $5,000 per successful adoption (with a lifetime maximum of $10,000 per household.) Under the program, you will receive reimbursement when you legally adopt a child and incur any of the following expenses:

  • Legal expenses and court costs
  • Birth mother's medical expenses
  • Adoption agency fees
  • The child's medical expenses before adoption
  • Travel expenses, translation, lodging, expenses and immigration fees for the child.

The child you adopt must be under age 18 and cannot be the natural child of either you or your spouse.

Expense Reimbursement

To be reimbursed for eligible expenses, you'll need to complete the Adoption Assistance Program Reimbursement Form and attach receipts for the eligible expenses you incurred along with documentation that demonstrates the adoption is final. This may be a copy of either the adoption papers or court order of reissued birth certificate with a notarized letter from the attorney stating the date the adoption is final.

Dun & Bradstreet reimburses you for adoption expenses, the amount will appear on your year-end W-2. This amount is not subject to federal income tax withholding, and depending on your adjusted gross income (AGI), may qualify for exclusion from gross income. Like your regular pay, the reimbursement amount is subject to all other applicable taxes. Consult your tax advisor on your personal situation.

If you're planning on adopting a child, or are in the process of an adoption, you may obtain an Adoption Assistance Program Reimbursement Form by calling the Benefits Center at Fidelity or log onto the Fidelity website.

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