Family Building Benefits
There are many different paths to becoming a parent. To support your journey, BMO offers reimbursement for eligible adoption, surrogacy, and fertility-related expenses.
How it works
BMO will reimburse you for eligible adoption, surrogacy, and fertility-related expenses up to $20,000, even if both parents work for BMO.
To be reimbursed for qualified adoption, surrogacy, and fertility-related expenses, submit a Family Building Benefit Reimbursement form with the applicable documentation to BMO U.S. Benefits. Once approved, the reimbursement will be part of the next regularly scheduled payroll.
Growing your family? Be sure to update your beneficiary designations.
You must submit your reimbursement request within six months after an adoption is final or of your child’s birth.
The following expenses are eligible for reimbursement:
| Family Building Event | Eligible Expenses |
|---|---|
| Adoption |
|
| Surrogacy |
|
| Fertility |
|
Reimbursement
To start the reimbursement process you will need:
- Your EIN (employee ID number)
- Total amount being requested
- Copies of documentation that detail your expenses and proof of payment
Complete the Family Building Benefits Request for Reimbursement form available on the BMO network. Then upload the form along with required documentation.
Important Forms/Docs
Family Building Benefit Request for Reimbursement
(accessible only from the BMO network)
Family Building Benefit Operating Procedure
(accessible only from the BMO network)