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What is the Post 9/11 GI Bill

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Presentation on theme: "What is the Post 9/11 GI Bill"— Presentation transcript:

1 What is the Post 9/11 GI Bill
This Bill is our country’s investment in the deserving men and women who have defended our nation since 9/11. It provides eligible veterans with tuition payments to assist in achieving a college education. In many instances, it allows members of the Armed Forces to transfer these benefits to dependents.

2 The Post-9/11 GI Bill (Chapter 33 of Title 38 U.S.C.)
PRESENTED BY CPT Jeremy Serafin & The GI BILL SUPPORT TEAM NGB-EDU-ED

3 OVERVIEW History Of VA Education Programs Eligibility Process Transfer of Entitlement Process Goal: Educate you on Chapter 33 so you can make an informed decision on your GI Bill benefits. Overview Slide

4 GI Bill: A Short History
(2009) Post-9/11 GI Bill, CH33 (2004) Reserve Educational Assistance Program, CH1607 (1985) MGIB – Selected Reserve, CH1606 (1985) MGIB – Active Duty, CH30 (1977) VEAP, CH32 (1955) Vietnam Era GI Bill, CH34 Each benefit had a maximum number of months you could receive. For Chapters 1606, 30, 1607 and 33, there was a 36 month maximum for each GI Bill. Soldiers who have more than one education benefit may combine them, however, they can never exceed more than 48 months in their lifetime. 48 months is the maximum amount of VA education benefits you may receive in your lifetime. Servicemen's Readjustment Act (1944)

5 Determine GI Bill Remaining Entitlement
To determine remaining months of GI Bill entitlement, contact the VA at: (888) Ask the VA “How many months have I used for each GI Bill Program?” Subtract total months used from 48 months Reminder: (Each GI Bill has a maximum of 36 months entitlement.) (Maximum of 48 months combined lifetime benefit) The very first thing every Soldier must do is determine the number of months of entitlement used in all GI Bill programs. Department of Veterans affairs are the only agency who can provide accurate information on this. Ask the VA “How many months have I used for each GI Bill Program?” Viet Nam Era Chapter 34 VEAP Chapter 32 MGIB-SR Chapter 1606 MGIB AD Chapter 30 REAP Chapter 1607 5

6 Eligibility Qualifying Title 10 active duty on/after 09/11/01 will be eligible for the Post-9/11 GI Bill if the individual— Served 30 continuous days and was discharged due to a service-connected disability, or Served for an aggregate period ranging from 90 days to 36 months. (**Payment Tier is based on aggregate Service) Title 10 qualifying service gains 100% eligibility at 90 days of service; MUST complete 36 month tour to avoid recoupment Active duty periods may begin at any time, however, only service on/after 09/11/01 can be used to establish eligibility. Eligibility Criteria: Federal Register Vol 74 No 60 dated 3/31/09 pg 14673 Individuals who served on “Qualifying Title 10 active duty” on/after 09/11/01 will be eligible for the Post-9/11 GI Bill if the individual— Served at least 30 continuous days and was discharged due to a service-connected disability, or Served for an aggregate period ranging from 90 days to 36 months. (**Payment Tier is based on aggregate Service) Active duty periods may begin at any time, however, only service on/after 09/11/01 can be used to establish eligibility. **Continuous verification process for TPU Soldiers until they hit 36 months of qualifying service.

7 Ineligibility Criteria
Qualifying Active Duty does not include the following: Title 32 AGR; or Service Academy Contract Period; or ROTC Active Duty Contract Period under 10 U.S.C. 2107(b); or Service terminated due to an erroneous or defective enlistment; or Active Duty Service used for Active Duty loan repayment Ineligibility Criteria: Federal Register Vol 74 No 60 dated 3/31/09 pg’s ; 14672 Qualifying active duty does NOT include the following: Title 32 AGR; or Service Academy Contract Period: This is the service obligation (normally 5 yrs) that follows commissioning from a service academy AD ROTC MSO: This is the MSO for ROTC Commissioned Oficers into Active Duty only Or Active Duty SLRP: This is for the contract for Active Duty Student Loan Repayment Only

8 Determine Qualifying Service/Payment Tier
Determine your qualifying aggregate (combined) Post-9/11 service for CH33 Aggregate service determines your payment tier. Payment Tier = $$ Money What Qualifies? Active Duty for Chapter 33 purposes “means full-time duty in regular components of the Armed Forces or under a call to active duty under Title 10 U.S.C. 688, 12301(a), 12301(d), 12301(g), 12302, or ” Federal Register Vol 74 No 60 dated 3/31/09 pg 14672 To establish eligibility for the Chapter 33 Post-9/11 GI Bill, you MUST have qualifying Post-9/11 service to be eligible for this Chapter 33 GI Bill and/or to have transferability. That means only service on/after September 11, 2001 qualifies and you MUST look on your Title 10 orders to see if your Title 10 pay code matches one of those listed above on this slide. All Post-9/11 Active Component service qualifies. For service in the Reserves or National Guard, if the pay code is anything other than Title 10 U.S.C. 688, 12301(a), 12301(d), 12301(g), 12302, or 12304; then it does NOT qualify. 8

9 Payment Tiers Service Requirements on/after 9/11/01 an individual must serve an aggregate of Payment Tiers Percentage At least 36 cumulative months 100% At least 30 continuous days on active duty and discharged due to service-connected disability At least 30 cumulative months 90% At least 24 cumulative months 80% *At least 18 cumulative months 70% *At least 12 cumulative months 60% *At least 6 cumulative months 50% *At least 90 aggregate days 40% Federal Register Vol 74 No 60 dated 3/31/09 pg 14684 Post-9/11 GI Bill Reserve and Guard Specific Eligibility Identify which payment tier you fall under based on total qualifying aggregate service. Title 10 Active Duty Soldiers with the right pay code gain eligibility at the 100% Tier upon completion of 90 days of their tour. Soldier MUST complete all 36 months of tour to avoid recoupment of any Chapter 33 payments Payment Tier applies to Tuition & Fees; Books & Supplies Stipend and to the Housing Stipend * Excludes entry level and skill training (IADT)

10 Eligibility Period While on Active Duty; or
15 years from date of last discharge; or Release from Active Duty service of at least 90 consecutive days Federal Register Vol 74 No 60 dated 3/31/09 pg’s 14674; 14675 Individuals transferring to the Post-9/11 GI Bill from the Montgomery GI Bill (chapter 30) will be limited to the amount of their remaining chapter 30 entitlement. This provision applies when an individual: Is eligible for MGIB-AD on August 1, 2009; Is eligible for the Post-9/11 GI Bill on the date of the election; and Elects to receive Post-9/11 GI Bill benefits in lieu of MGIB-AD Chapter 30 benefits; Individuals with qualifying Post-9/11 service who have exhausted entitlement under chapter 30 may be eligible for up to 12 months of Post-9/11 GI Bill benefits. NOTE: This provision does not prevent an individual who is eligible for more than one benefit program from receiving a maximum of 48 months of combined benefits.

11 Non-Title 10 Active Duty Tuition and Fees
Individuals NOT on Title 10 active duty are eligible for the applicable tier payment percentage based on a tuition cap for each state and receive the lesser of: Highest amount of tuition per credit hour and fees per term charged for full-time, in-state undergraduate student training at a public institution of higher learning; or Tuition and fees charged **This includes Title 32 AGR Soldiers who have a qualifying period of Post-9/11 service as Title 32 AGR Soldiers are NOT considered “Active Duty” for Chapter 33 purposes Note: Tuition and Fees payments are paid directly to the school. State maximum tuition rates can be found at: Please remember what is defined as active duty by the VA for this Chapter 33 benefit. (See slide 8) Title 32 is NOT considered active duty for gaining eligibility for Chapter 33. They are also NOT considered active duty for receiving payments for Chapter 33. Title 10 service other than Title 10 U.S.C. 688, 12301(a), 12301(d), 12301(g), 12302, or 12304; is also NOT considered “Active Duty” for gaining eligibility for Chapter 33. They are also NOT considered active duty for receiving payments for Chapter 33. So, when a Soldier has prior qualifying service for Chapter 33 (Post-9/11 Prior Active Component, Title 10, or Mobilization Service as explained on slide 8), and their current duty status is now either Title 32 AGR, or Title 10 that does not qualify such as “12301(b), then he/she is paid as the non-Title 10 active duty payment. This means he/she may receive Tuition and Fees under the State Cap, the housing stipend and the books and supplies stipend. Listings of the in-state public school undergraduate tuition maximums for each state may be found on the VA web site and these rates may change each academic year for each state. 11

12 Title 10 Active Duty Tuition and Fees
Individuals on Title 10 active duty are eligible for the lesser of: Tuition and fees charged; or The amount of charges that exceed the amount paid by the military’s federal tuition assistance (TA). TA pays first! **Individuals on Title 10 active duty are not limited to the highest in-state undergraduate tuition cap. (This includes their spouse as the spouse gets paid the same as the Title 10 active duty member) Children ALWAYS get paid as a Non-Title 10 Active Duty member Those still on qualifying Title 10 active duty (as indicated on slide 8) and their spouse, will get 100% tuition and fees paid at ANY Institution of Higher Learning (Degree Producing School), to include private schools. There is NO tuition and fee cap on the Active Duty Soldier and their Spouse, however, they receive no housing stipend or books and supplies stipend while the sponsor is active duty. When we say “active duty”, for Chapter 33 purposes, that means “Title 10 U.S.C. 688, 12301(a), 12301(d), 12301(g), 12302, or 12304”.

13 Monthly Housing Allowance
Equivalent to BAH for an E-5 with dependents. Determined by ZIP code of the IHL where the student is enrolled **Prorated based on the individual’s payment tier (40% to 100%). Federal Register Vol 74 No 60 dated 3/31/09 pg’s 14658; 14659

14 Monthly Housing Allowance Eligibility
Attending more than ½ time Eligible Title 10 active duty Not Eligible Training solely by distance learning are NOT eligible Payments paid directly to the student To receive this benefit, you MUST attend more than ½ time. The school determines training time, so see the VA representative at the school to determine training time. As a general rule, 12 semester hours equals full time at most undergraduate programs. In this case, because the Law says you must attend “more than” ½ time, you would have to take more than 6 hours (7 or more) to receive the housing stipend. Blended training (1 or more hours in a classroom and the rest distance learning) is authorized to receive the housing stipend. Law prohibits you to receive the housing stipend if you are taking all courses by distance learning.

15 Books and Supplies Stipend
Up to $1,000 per academic year $41.67 per credit hour Up to 24 credit hours in a single academic year Lump sum payment (each quarter, semester or term attended) paid directly to the individual **Prorated based on an individual’s payment tier Title 10 Active duty members are not eligible Federal Register Vol 74 No 60 dated 3/31/09 pg’s 14658; 14684; 14685

16 Yellow Ribbon Program and Schools
Private Schools Individuals entitled to the 100 percent payment tier may receive this funding VA may match up to 50% of the amount above maximum State Tuition Individuals interested in the Yellow Ribbon Program can find more information at or contact your school VA representative Do NOT confuse with Family Support Yellow Ribbon Program. Check the VA web site to see which schools are participating. Then contact the VA representative at a participating school to ask information about their specific agreement with the VA and to see if there are still vacancies for additional students to participate in this program.

17 Transfer of Entitlement: Basic Eligibility
To be approved to transfer, a member must— Be in Armed Forces on or after 8/1/09, and Have completed at least 6 years in the Armed Forces, and Not have an adverse action flag Agree to serve up-to 4 years DoD Exceptions To transfer the Chapter 33 GI Bill, your dependent MUST be in DEERS. Dependents drop out of DEERS at age 18 unless they entered directly into college. If they entered into college, they may remain in DEERS until age 23 as long as they remain in college. Children who are not in DEERS will not be approved to transfer this Chapter 33 GI Bill.

18 Retirement Eligible Members
Exceptions Retirement Eligible Members Retirement Eligibility Service Obligation Eligible to retire or 20 year’s of service on 01 Aug 09 None Approved to retire between 02 Aug 09 and 01 July 2010 Eligible to retire or 20 year’s of service after 01 Aug 2009 and before 1 Aug 2010 1 year Eligible to retire or 20 year’s of service on or after 01 Aug 2010 and before 1 Aug 2011 2 years Eligible to retire or 20 year’s of service on or after 01 Aug 2011 and before 1 Aug 2012 3 years All others 4 years

19 Transfer of Entitlement
May transfer up to 36 months of benefits to spouse, child or children May add, revoke or modify transferability benefits while serving in the Armed Forces Retirees or separated service members cannot transfer benefits can only revoke or modify existing transferred benefits Once transfer is approved, dependent remains eligible until 26th birthday or when months of benefit are exhausted.

20 2 STEP Benefit Transfer Process
Step 1- Individuals may apply to transfer benefits using the on-line transfer of benefits (TEB) application at: Step 2a- Then complete the Post 9/11 Educational Benefits Transferability Commitment and Statement of Understanding” (SOU) form (if required) at: and Step 2b- upload SOU to GI Bill Support Team at that site or by fax at , or by mail to Education Support Center, ATTN: GI Bill Support Team, Box 46 Camp Robinson, North Little Rock, AR Student must still apply to use the benefit Once Steps 1 & 2 are completed and approval has been granted, this simply entitles the dependent to use the benefit. NOTE: Steps 2a/2b are only needed if you need to extend. (See slide 21) Dependent still MUST apply for the benefit using VONAPP / VA Form e School MUST also still verify the hours taken with the VA on (See VA Rep at School See Process Slide near end of this presentation 20

21 Log on to: https://www.dmdc.osd.mil/TEB/
Step 1: Log on to T.E.B. CLICK OK Log on to:

22 Log on using one of the methods offered
Log on using one of the methods offered. If you do not have a CAC reader and do not know your DFAS Pin, then click “Request/Activate a DOD Self-Service Logon” and follow the instructions.

23 **You MUST click every block on the left side.
**You MUST click the “Edit” button under “Edit Dependent” You MUST click every block on the left side. You MUST click the “Edit” button under “Edit Dependent”

24 -Transfer Begin Date (Date you want the benefit effective)
When you clicked “Edit” Under Edit Dependents, you now MUST make your election by establishing: -Transfer Begin Date (Date you want the benefit effective) -Transfer End Date (Can go through the child’s 26th Birthday) -Transfer Months (Number of months you wish to transfer) -Click “Save” Whatever date you use for “transfer end date” is when the VA will no longer pay that dependent. 26th birthday for children and 15 years from last honorable discharge for qualifying spouse are the maximum dates allowed. (If you are still on Active Duty, you can use 15 years from date of request as an initial “transfer end date” for the spouse)

25 **Ensure every block on the left side is still checked.
**The number of months you elected to transfer should show up for each dependent **You MUST Click the “Submit Request” Button

26 Complete Irrevocable Election Statement
By clicking OK, YOU are making an irrevocable Election for Chapter 33 Clicking OK here is making an irrevocable election for Chapter 33, while also electing to transfer months of entitlement to your dependents.

27 You may now make any more changes or Log Off.
Congratulations! You have successfully completed both your election of Chapter 33 and the transfer of entitlement to one or more of your dependents. You may now make any more changes or Log Off. Once you make your election through T.E.B., check back periodically on T.E.B. to see if your request is pending / approved / or denied The NGB GI Bill Support Team is tasked as process managers of T.E.B. requests for all ARNG Soldiers to verify the Soldier qualifies to transfer their entitlement Once a request is approved or denied, the NGB GI Bill Support Team will send confirmation via AKO to each Soldier. Soldiers MUST have and check their AKO to receive this update This transaction updates the Department of Veterans Affairs Database.

28 Step 2: Complete SOU Post-9/11 GI Bill (Chapter 33)
Soldier Eligibility and Enrollment NOTE: This step is only required if you owe an extension to your MSO. Only required if you need to extend. (See slide 21) 9/18/2018

29 Logon with CAC

30 Click on Transferability Form

31 After clicking agreement button review enrollment instructions page.
31

32 Use image to enable calendar control
Enter TEB Request Date Use image to enable calendar control 32

33 Click on form to print Then select one Select submission type
Agreement form is available via “Transferability Service Agreement” link Click on form to print Then select one

34 Print “Transferability Service Agreement”
Select one 34 34

35 To upload a “scanned copy” of agreement
To upload a “scanned copy” of agreement. Navigate to form via browse and click “next step” to complete upload process. Cancel as necessary. 35

36 Select priority and submit form
36 36

37 Close window after confirmation page.
37 37

38 From My Montgomery GI Bill page soldier can review submission status and or review eligibility “details”. Eligible soldier may also “View Actions” 38

39 Step 5: Apply for Chapter 33 Benefits
Individuals may apply using VA Form Dependents apply using VA Form e All available supporting documents (DD214, Orders, etc) should be submitted

40 File VA Form / e Log On and follow the prompts. Soldiers complete the VA Form Dependents complete the VA Form e Individuals may apply on-line at: vabenefits.vba.va.gov/vonapp/main.asp

41 Application Helpful Hints
Whether using the on-line application or the manual form, have school address, personal information and bank account routing number and account number on hand as you will need this information for the application. Dependents should send in Sponsors supporting documents with their application. Supporting documents for the Post-9/11 GI Bill are documents that verify service such as a DD214 or mobilization orders. Failure to fully complete the application or submit supporting documents may result in a delay in application processing. Department of Veterans Affairs is the final approving authority.

42 Dependent Certificate of Eligibility

43 Summary Determine Remaining GI Bill Entitlement
Determine CH 33 Service / Payment Tier Understand Benefits / Payment Overview Make an Informed Decision Determine Education Goals / Compare GI Bill Pgms Transferability: 2 Step Application Process Apply for Certificate of Eligibility and to use Benefits (Soldier & Dependent) 43

44 ARNG POC GI BILL Support Team 1-866-628-5999 Gibill@pec.ngb.army.mil
Program Manager CPT Jeremy M Serafin 44

45 References GI Bill Website
Federal Register Vol. 74, No. 60 / Tuesday, March 31, 2009 / Rules and Regulations GI Bill Call Center (VA staffed) 1-888-GIBILL-1


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