Direct Grant Application Prep Pack
Eligibility

The Share Fund will assist when there is an exhibited financial need. It is possible to have a qualifying event AND a qualifying expense, but not meet the eligibility for a Share Fund grant, because you have the financial means to pay the expense you are requesting from US Retail Share Fund. As always, you should call a US Retail Share Fund team member at 508-253-3999 with your questions.

Qualifying Events and Expenses

Below is a chart listing the basic eligibility for a US Retail Share Fund grant. This chart is a very reliable way of determining if your hardship qualifies for a Share Fund grant. It is important to remember the circumstances below cover the associate, their spouse or domestic partner, or legal dependents ONLY. Parents, grandparents and siblings generally do not fall in this category. If your situation is not in this chart, then you most likely will not be able to receive assistance through the Share Fund.

IMPORTANT NOTE ABOUT QUALIFYING EXPENSES: Federal law prohibits the US Retail Share Fund from making any grants designed to replace or supplement US Retail compensation or benefits to its associates. Due to this law, the Share Fund CANNOT provide grants to pay for medical expenses.

Documentation

The list below shows basic document requirements based on the qualifying event. However, once the application has been received, additional information not included on this list may be required. The Share Fund will inform the applicant via email and phone to request additional information.

Your prompt attention to the request for additional information is appreciated.

Qualifying Event
Illness & Injury

To assist associates or immediate family member (spouse/ domestic partner or dependents ONLY) who have encountered financial hardships for reasons beyond their control (illness, injury) with household expenses or travel expenses to appointments. Back to top.

Qualifying Expense

Past due rent or mortgage
Past due basic utilities
Travel expenses to attend appointments

Illness & Injury

To assist associates or immediate family member (spouse/ domestic partner or dependents ONLY) who have encountered financial hardships for reasons beyond their control (illness, injury) with household expenses or travel expenses to appointments. Back to top.

Qualifying Expense

Past due rent or mortgage
Past due basic utilities
Travel expenses to attend appointments

Illness & Injury

To assist associates or immediate family member (spouse/ domestic partner or dependents ONLY) who have encountered financial hardships for reasons beyond their control (illness, injury) with household expenses or travel expenses to appointments. Back to top.

Qualifying Expense

Past due rent or mortgage
Past due basic utilities
Travel expenses to attend appointments

Illness & Injury

To assist associates or immediate family member (spouse/ domestic partner or dependents ONLY) who have encountered financial hardships for reasons beyond their control (illness, injury) with household expenses or travel expenses to appointments. Back to top.

Qualifying Expense

Past due rent or mortgage
Past due basic utilities
Travel expenses to attend appointments

All Applications
Required Documentation

To ensure prompt processing of a Share Fund grant, please gather the appropriate documents before submitting your application. The application is not complete until we have received ALL relevant supporting documentation.

    1. Copies of bills for which associate is seeking assistance, for instance:
  1. a. Past due mortgage statement.
  2. b. Past due rent letter from landlord or eviction notice.
  3. c. Past due basic utilities (electric, gas, water/sewer and garbage).
    2. Proof of qualifying event causing the financial need, for instance:
  1. a. Doctor’s Note / Leave documentation.
  2. b. Fire/police report.
  3. c. Layoff/separation notice.
ORIGINAL

documents must be provided wherever available.

Other documentation may be required to complete the application. This list is in no way a comprehensive list of documents required.

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