Post 9/11 GI Bill & Transfer of Educational Benefits TSgt Erica Urey

OVERVIEW General Information Eligibility and Use Benefits Authority and Guidance VA Sources for Program Information and Updates

GENERAL INFORMATION Effective 01 Aug 2009 VA Administered Program VA Determines Eligibility NGB/A1Y approves transfer of benefits to family No cash contribution Entitlements – tuition & fees, housing and book stipend

ELIGIBILITY & USE ANG & Reserves Must serve on active duty (Title 10 AD or Title 32 AGR) 90 days or more (aggregate) on/after 9/11/01 or Serve at least 30 days (Title 10 AD or Title 32 AGR) and receive a disability discharge IADT does not count if member has less than 24 months of eligible AD time and IADT was performed after 9/11/01 Title 32 AGR time counts, temporary and permanent Service Academy time does not count ROTC contract under 10 U.S.C. 2107(b) does not count

SERVICE REQ & TIER PERCENTAGE SRVICE REQUIREMENTS (AFTER 9/10/01 AN INDIVIDUAL MUST SERVE AN AGGREGATE OF) PAYMENT TIER PERCENTAGES At least 36 months 100 At least 30 continuous days on active duty (Must be discharged due to service-connected disability) At least 30 months, but less than 36 months 90 At least 24 months, but less than 30 months 80 *At least 18 months, but less than 24 months 70 *At least 12 months, but less than 18 months 60 *At least 6 months, but less than 12 months 50 *At least 90 days, but less than 06 months 40 *Excludes time in Basic Military Training and/or Skill Training including Coast Guard

ELIGIBILITY PERIOD 15 years from last 90 day active duty tour

CHAPTER 33 ENTITLEMENTS Tuition and Fees Monthly Housing Allowance Books and Supplies Stipend Yellow Ribbon program Other Entitlements Rural Relocation Benefit Tutorial Assistance Stipend

TUITION AND FEES Traditional Guard Members: (members not on Title 10 Active Duty or Title 32 AGR) Payment amount is based upon tier level that member qualifies for (40%-100%) Payments will not exceed actual cost of tuition and fees VA is last bill payer after scholarships / Fed or State TA Not Student Loans, EAP, or Federal or State Grants Will not exceed member’s out of pocket cost Private school cap of $21,970.46 Public schools no cap, must charge in state tuition

TUITION AND FEES Active Duty Members with CH 33 Benefits: Receive the lesser of: Tuition and fees charged; or The amount of charges that exceed the amount paid by federal tuition assistance

MONTHLY HOUSING ALLOWANCE Applies to students not on Active Duty Must be in school at least 51% time Payment amount is determined by zip code of learning institution http://www.defensetravel.dod.mil/site/ba hCalc.cfm Housing allowance is equivalent to BAH for E-5 w/ dependent rate

MONTHLY HOUSING STIPEND Solely online eligible for 50% of National Average BAH of E-5 w/dept rate Allowance is pro-rated based on individual’s payment tier (40%-100%) Allowance is paid directly to the student Student does not have to be paying rent, room & board or mortgage to qualify Does not apply to Active Duty members or their spouses

BOOKS & SUPPLIES STIPEND Pays up to $1,000 per academic year $41.67 per credit hour Max 24 credit hrs in a single academic year Lump sum payment each quarter, semester or term Paid directly to student For Non-college degrees (NCD) pays up to $83 per month Pro-rated based on individual’s payment tier percentage

YELLOW RIBBON PROGRAM Program where Institutions of Higher Learning (IHL) may voluntarily enter an agreement with the VA on tuition and fee costs that exceed the maximum for the state. VA will match each additional $$ that the IHL contributes, up to 50% of the difference between the student’s benefit payment and total cost of tuition Payment is made directly to the IHL

YELLOW RIBBON PROGRAM Must be eligible for 100% CH 33 benefit Program is available on a first-come first serve basis for each student VA posts info about IHLs participating in the Yellow Ribbon Program on the GI Bill website: http://www.gibill.va.gov/post-911/post-911-gi-bill-summary/yellow-ribbon-program.html Yellow Ribbon Award amount Maximum # of student participants for each IHL

OTHER ENTITLEMENTS Rural Relocation benefit Tutorial Assistance One time $500 payment Student must live in a county with 6 or less persons per sq mile and Relocates at least 500 miles to attend class or Travels by air to attend school if no other transportation exists Tutorial Assistance Up to $100 per month not to exceed $1200 per year Must be attending school at least 51% time

ENTITLEMENT OVERVIEW If a Ch 33 eligible member has Ch 1606, Ch 30 or Ch 1607 eligibility when applying for Ch 33 they must relinquish one of those benefits for the Ch 33 GI Bill program Maximum of 36 months (full-time) under CH 33 If CH 1606 and/or 1607 were previously used, member will receive the balance of 48 months (not to exceed 36 months) If CH 30 was previously use, member will receive balance of 36 months

ENTITLEMENT OVERVIEW Montgomery GI Bill Kicker: CH 30 or CH 1606 Kicker programs can be used with CH 33 benefits, when Kicker eligibility is established prior to Post 9/11 GI Bill election and VA determination May only use if Kicker was established for relinquished GI Bill Paid monthly in a separate check Paid to spouses or children if they are using transferred benefits No payment pursued on half time basis or less No payment will be provided for education / training pursued solely through distance learning No payment while on Active Duty

ENTITLEMENT OVERVIEW Buy-Up Program: Ch 30 Buy-In: $600 “Buy-up” program does not transfer to Ch 33 and is not reimbursable Ch 30 Buy-In: $1200 is reimbursable Monies will be refunded in the last stipend payment when Ch 33 entitlements are exhausted

APPLYING FOR BENEFITS Written Applications: Individuals may apply using VA Form 22-1990 (Aug 2009) Election Information is section 9F must be completed All available supporting documents (DD214, etc) need to be submitted w/in 14 days

APPLYING FOR BENEFITS On-Line Applications: Individuals may also apply on-line at: http://vabenefits.vba.va.gov/vonapp/main.asp A signature is not needed when applying online Documents can be attached to the application Be prepared to having banking info and previous college info available VA will send a letter to the member notifying them of their entitlement

Transfer of Education Benefits (TEB) TSgt Erica Urey

TRANSFER OF BENEFITS Members planning to transfer Post 9/11 GI Bill benefits, need to do so ASAP! Per the Law: Members must transfer benefits while serving in the armed forces (IRR members ineligible) Members are not authorized to transfer benefits to dependents, when a member: Retires from the Armed Forces Separates from the Armed Forces Members are advised to split the benefits as truly desired. Once a member passes away the TEB request is “set in stone.”

TRANSFER OF BENEFITS Member must have served at least 6 yrs in armed forces, and agree to serve up to 4 more Can revoke or modify a transfer request of unused benefits anytime while serving in the Armed Forces Can transfer up to 36 months of benefits between spouse, children, to include stepchildren Legal Wards are not eligible, unless later adopted Can only transfer benefits to a new dependent while serving in the armed forces Retirees or separated members can only revoke or modify, through coordination with the VA

TRANSFER OF BENEFITS Spouses: Can use benefits after military member has served at least 6 yrs in the armed forces Not eligible for housing allowance if transferor is on Title 10 active duty or Title 32 AGR Eligible for books and supplies stipend Can use benefits if divorced after the transfer (unless revoked by transferor) Can use benefits up to transferor’s 15 yr eligibility period unless transferor specifies an earlier date

TRANSFER OF BENEFITS Children: Can transfer to children under age of 21, or if in college, under the age of 23 (in DEERS) May use benefits after transferor has served 10 years in the Armed Forces Will receive full veteran benefits even if transferor is on active duty (housing allowance and books stipend) May use benefits until age of 26 regardless of transferor’s eligibility period May continue to receive benefits after marriage

BENEFITS TRANSFER APPLICATION Process to transfer CH 33 Benefits: On-line only Individuals may apply to transfer benefits using the on-line application at the Transfer of Educational Benefits (TEB) website: https://www.dmdc.osd.mil/milconnect Members using the previous TEB website will be redirected to the URL above

When members logon,: (1. They need to read the message with additional instructions. (2. They need to check the “Post 9/11 GI Bill, Chapter 33” button. (3. They need to adjust the months next to each dependent to receive benefits date of birth. (4. Select the dates the benefits are to start and stop. (5. Check all the boxes under “Transferability of Education Benefits Acknowledgement”. (6. Select the “Submit Request” button. (7. Ensure status indicates “Submitted”, then print the screen and save for their records. 7 1 2 3 4 6 5

CH 33 POST 9/11 GI BILL AUTHORITY & GUIDANCE Public Law 110-252, Title V Veterans Education Assistance Chapter 33 of Title 38, US Code Post 9/11 Educational Assistance Public Law 111-377, S.3447 Post 9/11 Veterans Education Assistance Improvements Act of 2010 Department of Defense Instruction (DoDI) 1341.13 Post 9/11 GI BIll AFI 36-2306 – Attachment 9 Voluntary Education Program, CH 33 Post 9/11 GI Bill DVA PGM-014-RSR Montgomery GI Bill (MGIB) Programs AFI 36-3026_IP Vol 1, Table 4.4 DEERS Eligibility

VA SOURCES FOR PROGRAM INFORMATION AND UPDATES www.gibill.va.gov 1-888-GIBILL1 1-888-442-4551 Post 9-11GI Bill Q & A Site: https://www.gibill2.va.gov/cgi-bin/vba.cfg/php/enduser/std_alp.php

POST 9/11 GI BILL WING / UNIT POCs Retention Office: TSgt Erica Urey 717-948-2105 Unit Career Advisors

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