Post911 GI Bill

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Post-9/11 GI Bill

• Ann Hunter

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Overview of Post-9/11 GI BillEligibility

• 30 Jun 08, Title 38, US Code was amended by
  adding Chpt 33, Post-9/11 Educational Assistance
• Benefits available to veterans and members of the
  Armed Forces (active duty or Selected Reserves)
  for education pursued on or after 1 Aug 09
• 90 aggregate days or more active duty, beginning
  on or after 11 Sept 01
• Full benefits available after 36 months of
  qualifying service
• Pro-rated benefits for veterans and SELRES based
  upon qualified time in service
• Active duty eligible 90 days after completion of
  entry level and/or skill training
• SELRES qualifying time includes both voluntary
  and non-voluntary periods of mobilization, ADSW,
  ADOS and ADT. It does not include AT
• Exceptions to qualifying service
• Academy / NROTC graduate qualifying start date
  follows completion of commissioning source
  statutory service obligation (AC, RC Veterans)
• College Loan Repayment Program qualifying start
  date follows completion of service obligation
  (AC, RC and Veterans)
• Boot Camp and A school training are excluded
  for service less than 24 months (Veterans and RC
  with fewer than 36 months on active duty)

Eligibility based on Qualifying Active Duty
Service as Determined by VA
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Overview of Post-9/11 GI BillBenefits

• Tuition and fees paid to institution not to
  exceed cost of highest priced public
  undergraduate in-state tuition in the state
  individual has chosen to study
• Yellow Ribbon program could be used to off set
  costs
• Monthly stipend paid to the individual based on
  BAH for E5 w/dependents if more than half-time,
  in a classroom setting
• Up to 1,000 annually for books and supplies
• May be reimbursed for one licensing or
  certification test not to exceed 2,000
• May receive funding for tutoring up to
  100/month, maximum 12 months
• Up to 36 months of benefits, payable up to 15
  years from last release date of 90 or more days
  with Honorable Discharge
• SELRES benefits for qualified Service members
  includes both the monthly and book stipend
• Monthly and book stipend are not authorized while
  member is on active duty
• Tuition and fees are the actual education
  institution established charges or amount not
  covered by military tuition assistance for active
  duty
• Benefits may be used for an approved program
  offered by an Institute of Higher Learning (IHL)
  (graduate, undergraduate and some votech
  training)

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Transferability Service Obligation

• Transferability is a retention tool, not a
  benefit and is based on time in the Armed Forces,
  NOT active duty time
• The election to transfer benefits to family
  members must be entered into while the member is
  in the Armed Forces
• Member must first be eligible for the Post-9/11
  GI Bill
• Member to have served at least 6 years in the
  Armed Forces
• Member to agree to serve at least another 4 years
  AC or RC

Current Law Requires
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Transferability Service Obligation

• Member who has served at least 10 years and
  either standard policy (Service or DoD) or
  statute preclude them from committing to four
  additional years, may still transfer benefits
  but must commit for the maximum amount of time
  allowed by such policy or statute
• Interim provisions for retirement eligible
  Service members
• Eligible for retirement (20 years or more) on or
  before August 1, 2009, no additional service
  required
• Approved retirement dates on or before July 1,
  2010, no additional service required
• Eligible for retirement on or after August 1,
  2009, and before 1 August 2010, one year service
  required
• Eligible for retirement on or after August 1,
  2010, and before 1 August 2011, two years service
  required
• Eligible for retirement on or after August 1,
  2011, and before 1 August 2012, three years
  service required
• Service obligation begins when member elects
  transferability

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Criteria For Transferability to Family Members

• To be eligible, family member must be enrolled in
  DEERS at the time of transfer but does not have
  to be in DEERS when used
• May transfer all or a portion of the benefits to
  spouse, one or more dependent children or a
  combination up to 36 months of unused benefits
• Spouse of Active Duty Member
• May use once the sponsor has achieved 6 years of
  service and agrees to 4 additional years
• Is not authorized the monthly or books/supplies
  stipends as long as sponsor is on active duty
• Has a 15-year limitation on benefit use from
  sponsors last Honorable Discharge
• Spouse of Selected Reserve or Veteran is eligible
  for all benefits
• Dependent child, regardless of sponsor status
  (AC, RC, Veteran)
• May use after sponsor has completed 10 years of
  service
• Is authorized both the monthly and books/supplies
  stipends
• Must meet the requirements of secondary school
  diploma or 18 years of age
• Is not subject to the time limitation but may not
  use after reaching the age of 26

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Other Transferability Criteria

• Modification or revocation
• May add, modify or revoke entitlement while
  serving in the Armed Forces
• May modify or revoke entitlement after separating
  from the Armed Forces
• Funds received are not taxable income
• Is not considered in any property settlement
• Death of sponsor does not affect the transferred
  entitlement
• Failure to complete Service agreement
• Subject to collection of used benefits by VA
• May result in loss of transferability option as
  determined by Navy policy
• Exceptions
• Discharge for a non service connected medical
  condition
• Discharge for hardship
• Discharge for physical or mental condition (not a
  disability) that interferes with performance of
  duty

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Application Process For Transferability

• STEP 1 SERVICE OBLIGATION
• Service members must meet the service obligation
  before applying for transferability
• 20 years on 1 August 09, service obligation met
• 17-19 years on 1 August 09, reduced service
  obligation
• Officers no additional documentation required
• Enlisted must have a hard EAOS that meets the
  requirement or execute a reenlistment or short
  term extension
• Between 6-16 years
• Officers must submit a page 13 in NSIPS
• Enlisted must reenlist or complete short term
  extension that equals 4 years
• Service obligations may be served concurrently
  with other service obligations
• Career Counselors and PSDs will assist Sailors
  with their service obligation

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Required Service Obligation Flowchart

• Enlisted Servicemember
• EAOS/EOS obligation

Yes
Yes
No
STE
Less then 12 mo. to EAOS/EOS
Received SRB/ESRP for current contract
Greater than 12 mo Less then 24 mo. to EAOS/EOS
Yes
No
No
Reenlist
Reenlist
Greater than 24 mo. but less than 48 mo. to EAOS
Officers
Eligible to retire prior to 1 August 2012
No
Sign Pg13 Enter in NSIPS Verify in ESR
Yes
STE
Yes
No Pg13 required
All service members must be eligible to reenlist
or extend to take advantage of these opportunities
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Application Process For Transferability

• STEP 2 Complete Transferability Request
• On-line transferability portal (Transferability
  Education Benefits TEB) is available
  https//www.dmdc.osd.mil/TEB/
• Transferability applications will be validated by
  the Services before submitted to the VA
  electronically
• Service members must check TEB website
  periodically for status
• Applications will be rejected if
• Service obligation is not visible in Sailors
  Electronic Service Record OR
• TEB application is missing any information such
  as, months to transfer, start or stop date

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Transfer of Education Benefits
https//www.dmdc.osd.mil/TEB/
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Transfer of Education Benefits
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(No Transcript)
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(No Transcript)
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Application Process For Transferability

• STEP 3 COMPLETE VA FORMS
• VA Form 22-1990E must be completed before the
  member can attend school
• 22-1990E may be accessed at www.gibill.va.gov, by
  logging onto VONAPP
• VA will send Certificate of Eligibility to member
  which will be taken to the institution for
  enrollment
• Prospective student will take Certificate of
  Eligibility to academic institution to verify
  enrollment
• First tuition checks will be issued after 3
  August 2009
• Expect monthly and book stipend to arrive the
  following month

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Transferability Process Map

• Servicemember
• EOS / EAOS insufficient to effect obligation

SM directed to receive counseling and execute
required obligation
Servicemembers who bypass retention and/or EOS /
EAOS verification risk having application
disapproved
Approved
SM ensure EOS / EAOS updated in EDVR / LOPG prior
to proceeding to DMDC Transferability Web Portal
EAOS sufficient - or - Retirement eligible
SM completes VA Form 22-1990E and forwards to VA
with screen shot of approved TEB application

• BUPERS-26/COMNAVRESFOR
• Service Representatives
• Verify
• Six years service complete
• EOS/EAOS documented to
• support required service obligation

VA forwards certificate of eligibility to
dependent
DMDC Web Portal Servicemember apply for
transferability
Dependent takes certificate of eligibility to
academic instituion for processing

• Servicemember
• Retirement eligible
• EAOS sufficient to meet obligation

Disapproved
EAOS insufficient
Academic institution processes for payment
through the VA
Servicemember required to reapply for
transferability (establish new obligation start
date) and ensure EOS / EAOS sufficient for new
obligation start date
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Application Process Member or Veteran

• STEP 1 - Complete VA Form 1990
• STEP 2 Obtain Certificate of Eligibility
• STEP 3 Take Certificate of Eligibility to
  academic institution for enrollment

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Selected Reserve Application

• Percentage of benefit is based on qualifying
  active duty time
• Applications for transferability are processed at
  COMNAVRESFOR and may take more time than active
  duty
• COMNAVRESFOR verifies the 90 day eligibility only
• VA will verify eligibility beyond 90 days
• Applications for individual use should be send to
  VA using 1990 as soon as possible
• Point of contact for, COMNAVRESFOR (SELRES) is
  Mr. Paul Dowd paul.dowd_at_navy.mil

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• QUESTIONS?
• www.gibill.va.gov
• Ann Hunter, N15 703-614-9629 or
  ann.hunter_at_navy.mil
• ETCM Tom Smith, NETC
• thomas.a.smith4_at_navy.mil
• NPC Website
• NKO