EPI Program Member Manual
EPI Program Member Manual
Partners
International, LLC
EPI PROGRAM
MEMBER MANUAL
www.TeachWithEPI.com
(828) 239-9930
Last Updated November 2023
Effective Date April 2023
©2023 Educational Partners International, LLC
CONTENT Click a topic to visit the corresponding section.
Sponsor Relationship
Passport
DS-2019 Form
US J Visa
TRAVEL ON A J VISA............................................................................................................................... 6
Housing
Transportation
Driving in the US
Paycheck/Wages
Taxes
FICA Taxes
TEACHING LICENSE............................................................................................................................. 19
Restrictions on Employment
SCHOOL POLICIES.................................................................................................................................32
TRANSFERRING SCHOOLS...................................................................................................................34
EMPLOYEE RIGHTS................................................................................................................................35
PROGRAM EXTENSION..........................................................................................................................37
PROGRAM COMPLETION......................................................................................................................38
PROGRAM DISCLAIMER........................................................................................................................40
J-2 DEPENDENTS........................................................................42
WHO QUALIFIES.....................................................................................................................................43
CONTACT INFORMATION.......................................................................................................................46
J-2 EMPLOYMENT..................................................................................................................................47
We look forward to your contributions and hope that you will find
your cultural exchange experience to be a rewarding opportunity.
EPI is here to provide the tools and support to help you make your
experience a positive one. Please read this guide carefully as it
will assist you with many of your questions and help you remain in
compliance with exchange program rules and laws for the duration
of your time with us.
The typical program time frame is three years. Some program members
may be eligible for an additional two-year extension. No matter the
duration, the Department of State expects every exchange teacher to
return to their home country upon completion of an exchange program
to share their experiences and increased knowledge of the United
States and its educational system, culture, and society (see https://
j1visa.state.gov/wp-content/uploads/2019/02/2019-01-Guidance-
Directive_Teacher-2.1.19.pdf). Teachers will be eligible to participate in
another teacher exchange program provided that they have resided
outside of the United States for at least two years following the
successful completion of their most recent exchange program and
continue to meet all other eligibility requirements.
Sponsor Relationship
EPI is the program sponsor for cultural exchange teachers and
their eligible dependents. Host schools/districts are the teachers’
employers. The host school is known as the site of activity.
ESSENTIAL IMMIGRATION
2
STATUS DOCUMENTS
Program participants (J-1 and J-2 Visa holders) are responsible for
keeping their essential immigration documents safe and in order.
Please see the below list for further information regarding these
documents. If a government agency or authority requests to see
your documents, allow them to inspect or copy those documents,
but do not allow anyone to keep the original versions of these
documents without first discussing with EPI staff.
Passport
Exchange visitors and their dependents must keep their passports
valid (unexpired) at all times during the exchange program.
DS-2019 Form
Program participants and their dependents must always maintain
a current and valid DS-2019 to maintain proper immigration status
while in the US.
US J Visa
The J Visa must be valid each time you enter the US during your
EVP. If your J Visa expires while you are in the US, you remain in
legal status so long as your passport is current and your program
sponsorship is still active (you are within the program start and end
date listed in box 3 of your DS-2019). However, if you travel abroad
after your J Visa expires, you will need to apply for a new J Visa at a
US embassy/consulate abroad before re-entering the US.
(Canadian citizens are visa-exempt.)
Please verify that your I-94 is correct after each entrance to the US.
3
TRAVEL ON A J VISA
Initial Travel to the United States
Prior to beginning the program and entering the United States, you
will need to obtain the necessary documentation. This includes
the DS-2019 sponsorship form from EPI and the required J Visa
from a US Embassy abroad. EPI will provide assistance to you and
your family throughout this process, but it is your responsibility to
properly prepare.
EPI will issue you and any accompanying qualified family members
the required DS-2019 sponsorship form. Once you receive this
information, you are prepared to begin the visa application process. If
you wish to have qualifying family members join you, EPI will require
the necessary documentation and a processing fee noted in the below
general summary of fees link. Some required documentation for family
members will include proof of family relationship, current passport, and
financial statements showing the ability to support J-2 dependents.
Currently, EPI pays the SEVIS fee (which covers you and any
accompanying family members), but you are responsible for all visa
application fees. For more information regarding fees, please see the
following link: https://teachwithepi.com/faq/general-summary-fees.
You will complete the EPI visa learning center courses, which provide
detailed guidance and information regarding the visa application and
interview process. At your visa interview, you will need to present
your DS-2019 form, SEVIS receipt (paid by EPI), DS-160 (visa
application) confirmation page and receipt of payment (you complete
and pay for any visa applications), your current passport, and any
additional documentation a US consular officer may request at the
interview. Some additional documents may include your Educator
Agreement Contract, proof of teaching experience and credentials,
and proof of home ties.
An EPI representative will greet you upon entry to the United States
and assist you in getting to your assigned destination. If other
• If you have any difficulties in customs, you can request the officer
allow you to call your visa sponsor or personal attorney. You may
use the EPI emergency number, (888) 297-3788. Please program
this number into your phone and keep it in another location in
case of loss or theft.
4
SETTLING IN THE US
Housing
After your visa is approved, securing housing in the US should
be your priority. EPI provides guidance, potential options,
and a local liaison to assist you in this process. However,
choosing and securing appropriate affordable housing is
your responsibility. You are required to secure housing within
an appropriate distance (no more than 20 miles) from your
assigned school, so that your commute is reasonable, and
EPI recommends living as close to your school as possible.
Greater distances must be approved by EPI. For more specific
information regarding housing options, please see the following
link: https://forum.teachwithepi.com/.
Transportation
During the program, it is the teacher’s responsibility to secure
reliable transportation to and from work. A personal vehicle is the
primary mode of transportation in most US locations, and public
transportation may not be available. If your school assignment is in
an area where public transportation is not adequate, you should
strongly consider owning or leasing an automobile to ensure
reliable transportation. If you choose to drive while in the US,
you must arrive with a valid foreign driver’s license and obtain a
new driver’s license from the US state in which you reside within
Driving in the US
If you indicated during your EPI application process that you will be
driving in the US, you will be required to acquire a driver’s license
in your state of residence. EPI will provide general state-specific
guidance to you upon arrival in the US. Each state in the US has
specific application requirements and laws governing driving in
that state. You will be responsible to familiarize yourself with such
laws and requirements and abide by them, including maintenance
of the required automobile insurance, vehicle registration, vehicle
inspection, and registration renewal, as applicable.
AVAILABLE HEALTHCARE,
FILING CLAIMS, AND
5
EMERGENCY ASSISTANCE
Unless it is an emergency, EPI recommends that you contact your
insurance provider before you visit a doctor’s office or healthcare
provider. The insurance provider can help you determine what
services are covered and ways to reduce the costs of your
healthcare visit.
If the provider does not file the insurance claim, you are ultimately
responsible to do so in a timely manner. Failing to fully submit a
claim within ninety (90) days of the date of a healthcare visit may
result in your forfeiture of any benefits to which you may have been
entitled, likely resulting in much higher costs to you. The insurance
companies will likely not process insurance claims submitted more
than 90 days after a healthcare visit.
SOCIAL SECURITY
NUMBER, PAYCHECK,
6
AND TAXES
Disclaimer: The information provided in this section is meant to
serve as general information and not intended as tax or legal advice.
Should you have additional questions or need additional information,
please consult a tax professional.
Please take your original passport, J-1 Visa, DS-2019, and I-94
with you when visiting the Social Security Administration office to
apply for your Social Security number. You must complete the SSN
application form and provide them an accurate US address where
you may receive your Social Security card in the mail.
You must also provide your Social Security number to EPI for
assistance with your state teaching certificate, healthcare, and
other purposes.
Paycheck/Wages
Individual schools and school districts employ EPI teachers. EPI is
not your employer. Contact your school district employer and follow
its procedures in order to be added to your school’s payroll.
You are required to provide EPI a copy of your first full paycheck
stub. This is so we can help ensure its accuracy. As a US
employee, there is a limited time set for collecting unpaid wages
from an employer. Additionally, you are liable to repay your employer
Taxes
The Internal Revenue Service (IRS) is the government entity that
manages tax collection, tax forms, and tax information on the federal
level. Most states also require individuals to pay taxes on the state
level. You are responsible for abiding by all tax laws and regulations.
The standard deadline to file your taxes in the US for the previous
year is April 15.
FICA Taxes
(Social Security and Medicare Tax)
J-1 teachers are generally exempt from paying FICA (Social Security
and Medicare) taxes for the first two calendar years they are in the
US. Details on FICA exemption can be found in IRS Publication
519 (Chapter 1 “Exempt Individual” and Chapter 8, “Paying Tax
through Withholding or Estimated Tax”, section “Social Security and
Medicare Taxes”; “Students and Exchange Visitors”). For teachers
7
TEACHING LICENSE
EPI will apply for the teacher’s license/certification whenever
possible. However, some teachers may be required to take the
Praxis exam(s) or other state required test(s) to qualify for their
teaching positions. Teachers are responsible to take and pass
the appropriate test(s) within the guidelines and dates given.
Failure to take and pass such required examinations will result in
program termination.
MAINTAINING LAWFUL
8
STATUS
During your EVP you must maintain lawful J Visa status. Failure to do
so may result in termination of your program and serious long-term
consequences. The following is a summary of requirements in order
to maintain lawful status in the US.
EPI Orientation
All J-1 teachers are required to participate in an EPI orientation.
Orientation provides information concerning life in the US, your local
community, healthcare and health insurance coverage, your teaching
program, your rights as a worker in the US, and other important
program information and requirements.
You must update your residential address with EPI by using the
insurance for the J-1 and J-2 Visa holders throughout the
entirety of the J-1 Visa holder’s program will result in the
termination of the exchange program. For more specifics related
to these requirements please see, 22 C.F.R. § 62.14 and the EVP
Welcome Brochure:
https://j1visa.state.gov/wp-content/uploads/2015/03/Brochure-The-
Exchange-Visitor-Program.pdf.
J-1 teachers are responsible for paying the J-1 and J-2 health
insurance premiums on a monthly basis. While EPI pays a
significant portion of the J-1 health insurance premium, lowering
the monthly cost for J-1 teachers, the J-1 is responsible for
paying the full monthly premium for their J-2 dependents. This
responsibility lasts for the entirety of the J-1 teacher’s program,
regardless of whether the J-2 dependent is located in the US. The
basic J-1 insurance cost is reflected by the “low” estimate in the
insurance table located on this page: https://teachwithepi.com/
faq/general-summary-fees. Supplemental health plans may be
purchased by the teacher through the healthcare.gov marketplace
during enrollment periods, or from private insurance, but the basic
insurance must be maintained to meet requirements for exchange
visitors. Specific J-2 insurance costs will be sent to you prior to
your J-2 dependents’ arrival. Rates are subject to change annually;
EPI and the insurance company will communicate any updates to
program members via email.
Restrictions on Employment
J-1 teachers may teach only at an accredited K-12 school in the
subject area and site of activity specified on their DS-2019. Any
other employment must first be authorized by EPI and meet the
EVP regulation requirements. Any unauthorized employment may
result in the loss of legal status in the US and termination of your
exchange program.
https://teachwithepi.com/forms/request-for-additional-work.
You will also receive periodic program compliance surveys via email.
These surveys are mandatory, and should be completed within the
time frame given.
OTHER REPORTING
9
RESPONSIBILITIES
As your program sponsor, one of EPI’s highest concerns is your
safety while in the US. EPI’s ability to accomplish this goal is almost
entirely dependent on our ability to contact you quickly, and on
your compliance with EPI’s reporting requirements. Many of these
reporting requirements have been mentioned previously, but below
are a few other events that you are responsible for reporting to EPI
to maintain compliance with your program requirements:
Married dependent children are not eligible for the J-2 Visa. If a
J-2 dependent child plans to marry, s/he will no longer be eligible
for the J-2 Visa and must exit the US prior to marriage. For more
information about who qualifies to be a J-2 dependent please see
Who Qualifies.
SERIOUS INCIDENTS
TO REPORT WITHIN 24
10
HOURS
Any incident involving a teacher or J-2 dependent who is the victim
or accused perpetrator of the following must be reported to EPI
within 24 hours of the incident:
11
SCHOOL POLICIES
You are responsible for seeking out and reading all school and
school district policies that apply to your employment as a teacher.
In addition to abiding by all school and school district rules and
policies, you must be sure to follow all health screening and
fingerprinting requirements your school and school district may have.
Failing to follow these required procedures may hinder your ability to
report to work or be paid, and may be grounds for dismissal.
12
TRANSFERRING SCHOOLS
As standard practice, EPI does not consider transferring a teacher
except in extenuating circumstances. EPI will only consider
transferring a teacher if the teacher has performed exceptionally and
is in good standing with EPI and the school.
13
EMPLOYEE RIGHTS
You should be aware of your rights as an employee in the US. The
US government has provided a helpful pamphlet, the Wilberforce
pamphlet, to make you aware of these rights. This pamphlet is
available online:
https://travel.state.gov/content/travel/en/us-visas/visa-information-
resources/temporary-workers.html.
It can also be found in the EPI Online Orientation materials or
through an internet search.
TAKING ADVANCED
14
EDUCATION COURSES
The J Visa allows you to take advanced education courses during
your program as long as you first receive permission from EPI, and
it does not interfere with your primary purpose as a teacher. EPI
advises all teachers to delay enrollment in advanced education
courses until after the first year of his/her program to better allow for
a period of adjustment.
15
PROGRAM EXTENSION
Some teachers are allowed to request a 4th/5th year in J-1 status.
For those wishing to apply for an extension, EPI must submit these
applications to the US Department of State for approval. The teacher
is responsible for a non-refundable fee to cover the expense of
application. EPI will contact teachers in their third year with more
detailed information on application documents the teacher is
required to submit to EPI. Teachers should be prepared to complete
annual program requirements within the first few months of their third
year in order to apply. EPI will provide the appropriate deadline date
during the extension application process.
Teachers will not be eligible to apply for a program extension if they have
ever applied for a waiver of the two-year home residency requirement or
if certain other circumstances exist. Teachers must also have completed
all required cross-cultural activities to be eligible to apply.
16
PROGRAM COMPLETION
30-Day Grace Period
Most program participants will have a 30-day grace period at
the end of their program to travel within the US and finalize any
personal affairs, like packing your belongings or selling a vehicle.
(This grace period is granted to all participants unless your program
is negatively terminated due to a program or regulation violation, in
which case you are only granted a 24-hour period to exit the US.)
We recommend you plan to exit the US at least one to two days
before the end of the grace period, in case any travel delays occur.
Travel delays will not be an excuse for overstaying a visa, which is a
violation of immigration law.
Please note that J Visa holders are not allowed to work during the
grace period. Additionally, if you travel outside the US during this
period, you will not be permitted re-entry to the US.
17
PROGRAM DISCLAIMER
EPI reserves the right to end or terminate a teacher’s program
sponsorship at any time and for any reason during the EVP. EPI will
consider a number of factors in determining whether disciplinary
action should be taken, including the nature and seriousness of the
offense, the teacher’s past record, the impact to EPI and the EVP,
and any mitigating or aggravating circumstances.
18
WHO QUALIFIES
EPI sponsors family members who qualify as dependents for the
J-2 Visa. A J-2 Visa is a non-immigrant visa that may be issued to
a J-1’s legal spouse or an unmarried, dependent child under the
age of 21. For your spouse to qualify, you must provide an official,
government-issued marriage certificate. Common-law marriages
and accompanying documentation do not qualify for purposes of the
J-2 Visa.
REQUIREMENTS FOR
19
DEPENDENT DS-2019
EPI requires certain information in order to process sponsorship
documents for dependents (DS-2019 form(s)). Please contact EPI a
few months before you would like your J-2 dependent(s) to arrive if
they do not travel with you at the beginning of the program. Please
fulfill the following requirements and any other necessary requests
by EPI:
20
CONTACT INFORMATION
J-1 Visa holders must provide EPI with current contact information
they maintain for themselves and all J-2 dependents throughout
the EVP. This includes telephone numbers, email addresses, and
physical addresses.
In the rare case where J-2 dependents live separately from the J-1
Visa holder, their separate contact information must also be reported
to EPI and kept current throughout the J-1’s EVP. Please email
team@teachwithepi.com with the J-2 dependent’s name, physical
address, phone number, email address, guardian’s information (if
applicable), and reason for living separately.
21
J-2 EMPLOYMENT
If a J-2 dependent is of age to work and wishes to do so, he or
she must first apply and receive approval for an Employment
Authorization Document (EAD) from US Citizenship and Immigration
Services (USCIS). Your dependent may apply for an EAD after first
entering the US on the J-2 Visa. (USCIS response times can exceed
90-120 days.)
INTERNATIONAL TRAVEL
AND RE-ENTRY TO THE
22
US
J-2 dependents may accompany or later join the J-1 Visa holder in
the US; they may not arrive in the US before the J-1. If a minor J-2
dependent child is to arrive after or separately from the J-1 holder,
the J-1 holder should contact the airline for travel requirements
related to children. If another parent or guardian will travel with the
child, EPI recommends the J-1 Visa holder provide a notarized letter
to the travelers granting permission for the J-2 dependent to travel
with the other parent or guardian to avoid potential international
travel concerns related to minors.
J-2 dependents should follow the same procedures as the J-1 when
traveling outside the US, including having a valid travel validation
signature on their DS-2019. If a J-2 permanently departs the US
prior to the J-1’s program end date, the J-1 must inform EPI so that
this information can be properly reported in SEVIS.
Please note that a problematic situation may arise when the J-1
travels outside the US and the J-2 remains in the US. Since the
J-2’s stay in the US is dependent on the J-1 holder’s status, it is
recommended that the J-2 does not remain in the US without the
J-1 for more than a few days. For example, if the J-1 holder was
denied re-entry or denied renewal of the visa during the program
dates, the J-2 dependent in the US would automatically be out of
legal status.
EPI J-1 Program Manual 48
LEGAL STATUS
Additionally, married dependent children are not eligible for the J-2
Visa. If a J-2 dependent child plans to marry, s/he will no longer be
eligible for the J-2 Visa and must exit the US prior to marriage.
and any work authorization linked to the J-2 Visa will be invalid once
the DS-2019 is deactivated.
TWO-YEAR HOME
RESIDENCY
24
REQUIREMENT
If the J-1 is subject to the two-year home residency requirement,
then the J-2 is also subject to this requirement. However, travel on
certain designated visas, like a valid visitor’s visa, may be allowed
during this time. It is the individual’s responsibility to consult with
immigration professionals/attorneys as it relates to travel beyond
this program.
25
STUDY IN J-2 STATUS
J-2 dependents may study while in the US. For those wishing to
attend university or higher education courses, please contact the
school and follow application procedures. For information related
to enrolling children in school (grades K-12), please see the J-2
Quick Start Guide available at http://media.teachwithepi.com/
onboarding/J-2_Quick_Start_Guide.pdf.