Post 911GI Bill Transfer of Entitlement

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Post 9/11-GI BillTransfer of Entitlement
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Overview

• Eligibility and Entitlement
• Verifying Eligibility
• Benefit Payments
• Application Procedures
• Correspondence
• Payments and Overpayments
• Questions

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ELIGIBILITY ENTITLEMENT
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Eligibility Entitlement

• Only the following entities may authorize
  transfer of benefits
• Secretary of Defense (when the Coast Guard is
  operating as a service of the Navy)
• Secretaries of Army, Navy, or Air Force
• Secretary of Homeland Security (for Coast Guard)
• PHS/NOAA members are not eligible for TOE
• Reminder VA does not determine eligibility for
  transfer of entitlement.

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Eligibility Entitlement

• To be approved to transfer entitlement
  individuals must
• Be in Armed Forces on 08/01/09,
• Have completed 6 years in the Armed Forces, and
• Agree to serve 4 more years
• DoD/DHS has finalized rules to address situations
  when individuals cannot (by military rules or
  retirement) serve 4 more years after 08/01/09.
• Note Armed Forces includes individuals on
  active duty as well as individuals in the Reserves

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Eligibility Entitlement

• Final Rules
• Individuals eligible for retirement on 08/01/09
  are not required to serve any additional service
• Individuals with an approved retired date after
  08/01/09 and before 07/01/10 are not required to
  serve any additional service
• Individuals eligible for retirement after
  08/01/09, but before 08/01/10 are required to
  serve 1 additional year of service.
• Individuals eligible for retirement between
  08/01/10, and 08/01/11 are required to serve 2
  additional years of service.
• Individuals eligible for retirement between
  08/01/11, and 08/01/12 are required to serve 3
  additional years of service.

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Eligibility Entitlement

• An individual approved to transfer benefits may
• Transfer up to 36 months of benefits (unless
  DoD/DHS restricts number of months an individual
  may transfer).
• Revoke or modify a transfer request of any unused
  benefits unless the transferors 15-year
  eligibility period has ended.
• Transfer to spouse, children, or both in any
  amount up to amount transferor has available or
  amount approved by DoD/DHS.

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Eligibility Entitlement

• An individual approved to transfer benefits may
  not
• Transfer benefits to a new dependent once the
  transferor is no longer a member of Armed Forces.
• Note A member of the Armed Forces includes
  individuals on active duty as well as individuals
  in the Reserves.

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Eligibility Entitlement

• Children
• In order to transfer entitlement children must
  be
• Unmarried and have not reached the age of 18 or,
• In school and have not reached the age of 23
• May use benefits after transferor completes 10
  years in Armed Forces
• In order to use benefits, children must have
• Reached age 18 or
• Completed requirements of secondary school
  diploma (or equivalency certificate)
• May use until 26 years old, even if transferors
  15-year eligibility period ended, unless
  transferor specifies an earlier ending date
• May continue to use benefits after marriage

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Eligibility Entitlement

• Spouses
• May use after transferor completes 6 years in
  Armed Forces
• Can continue to use benefits if divorced, unless
  the transferor revokes remaining entitlement
• Can use benefits up to transferors 15-year
  eligibility period, unless transferor specifies
  an earlier ending date

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Eligibility Entitlement

• If the transferor fails to complete the service
  agreement, the transferee(s) will no longer
  retain eligibility for TOE unless the transferor
  did not complete their service agreement due to
• Death
• Condition that Existed Prior to Service (EPTS)
• Hardship
• Condition that Interfered with Duty (CIWD)
• Disability
• Reduction in Force (RIF)

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Where Does the Process Begin?

• Service members apply for transfer of entitlement
  
• through DoDs Transfer of Education Benefits
  (TEB) website.

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• DoD determines eligibility for TOE, not VA.
• Once eligibility has been approved through the
  TEB website, eligibility information will be
  displayed in Veteran Information Solution (VIS).
• VIS will be used to verify TOE eligibility that
  has been approved through TEB website.
• Reminder Service members must apply and be
  approved through the TEB website before VA can
  issue a TOE Certificate of Eligibility to a child
  or spouse.

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• Changes made while the service member is still in
  the Armed Forces
• Can be entered in the TEB website by the service
  member
• If entered, will be displayed in VIS
• Can be reported directly to the VA
• Changes made after an individual has left the
  Armed Forces
• Will be limited to transferees designated while
  the service member was still in the Armed Forces
• Cannot be entered in the TEB website
• Will not be displayed in VIS
• Must be reported directly to the VA

 
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• Information displayed in VIS includes
• Sponsors
• Name
• SSN
• Transfer obligated projected end date
• Transferees
• Name
• SSN
• DOB
• Relationship
• Number of months transferred
• Effective date of transfer
• Projected end date
• Months retracted

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Transferor Information
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Transferee Information
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Effective Date of Transfer
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Generally, the last date transferee can use
benefits
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Effective date of modification and number of
months modified or terminated.
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• Upon receipt of an application for TOE, VA
  reviews VIS for TOE data
• If TOE data is displayed in VIS, the application
  for transfer of entitlement can be processed.

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• If an application for TOE is received and no TOE
  data is displayed in VIS, VA will review the
  claim for qualifying Post-9/11 service
• If no service exists, VA will disallow the claim
• If service exists, VA will review for potential
  TOE eligibility
• A minimum of 6 years of service
• Information from TEB website

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• If no potential eligibility exists, VA will
  disallow the claim
• If potential eligibility exists, refer the claim
  to the RPOs DoD Coordinator for development with
  the ch33 POC
• Information requested should be information that
  should have been found in VIS

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BENEFIT PAYMENTS
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Benefit Payments

• Transferees are entitled to the same benefits the
  transferor is entitled to (excluding the Chapter
  30 refund)
• Tuition and Fees
• Yellow Ribbon
• Monthly Housing Allowance
• Books and Supplies Stipend
• College Fund Kickers and Buy-up
• Licensing and Certification Tests
• Rural Benefit
• Other Benefits

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Benefit Payments

• Children Always receive the veteran rate,
  including the monthly housing allowance books
  and supplies stipend, even if transferor is on
  active duty
• Spouses Paid the same rate the transferor would
  receive
• Cannot be paid monthly housing allowance or books
  and supplies stipend if the transferor is on
  active duty
• Not limited to the highest in-State tuition and
  fee rates while transferor is on active duty
• Note Veteran rate is based on the benefit level
  the service member would be entitled to if their
  RAD date was the first day of the enrollment
  period.

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Example 1
Joe entered on active duty June 26, 1998. He is
currently serving on active duty and transferred
12 months of chapter 33 entitlement to his wife
Mary. She is enrolled in 12 credit hours for the
Spring 2010 term at John Hopkins University. Her
tuition is 25,000.00, and her fees are
5,000.00. What benefits is Mary entitled to
while she attends John Hopkins University for the
Spring 2010 semester?
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Answer 1
Mary will be paid the active duty rate because
Joe is currently on active duty. John Hopkins
University will receive 30,000.00 on behalf of
Mary for the Spring 2010 term. 25,000.00
5,000.00
30,000.00 Mary will not receive the monthly
housing allowance or the books and supplies
stipend because Joe is on active duty.
Individuals on active duty are not entitled to
those benefits payments.
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Example 2
Joe also transferred 12 months of entitlement to
his daughter Sue. She is enrolled in 12 credit
hours for the Spring 2010 term at John Hopkins
University. Her tuition is 25,000.00, and her
fees are 5,000.00. What benefits is Sue entitled
to while she attends John Hopkins University for
the Spring 2010 semester?
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Answer 2
As a child, Sue will be paid at the veteran rate.
She will be entitled to the tuition and fees
charged or, the highest in-state tuition and
fees, whichever is less. John Hopkins University
will receive a total of 6604.56 on behalf of Sue
for the Spring 2010 term. Highest in State
Max per credit Hour 458.13 (12 X
458.13) 5497.56 Max Fees per
term 1107.00 Total 5497.56
1107.00 6604.56 In addition Sue will receive
a monthly housing allowance of 1200.00 per month
and the books and supplies stipend in the amount
of 500.04.
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APPLICATION PROCEDURES
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Application Procedures

• Individuals are encouraged to apply using VA Form
  22-1990E, Application for Family Members to use
  Transferred Benefits
• The hardcopy and VONAPP version are available on
  the GI Bill website.
• Reminder A signature is not required in
  support of applications for education benefits or
  applications for a change of program or place of
  training

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Application Procedures
Part I will contain information about the
individual applying for TOE. This should match
transferee information displayed in VIS.
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Application Procedures
Part II will contain school and program
information.
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Application Procedures
Reminder Individuals approved for TOE are
eligible for all programs at an IHL (including
NCD programs). If the transferor relinquished
chapter 30, 1606, or 1607 the transferee will
also be eligible for programs not authorized
under chapter 33.
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Application Procedures
Part V will contain service member information.
This should match Sponsor information in VIS.
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• Correspondence

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PAYMENTS AND OVERPAYMENTS
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Payments Overpayments

• Overpayments
• Overpayment processing will be available in Phase
  3.
• Phase 3 includes functionality for adjustments
  and terminations.

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Payments Overpayments

• Six credit hour exclusion still applies to first
  withdrawal or drop
• Transferor and the transferee will be jointly
  responsible for all overpayments.
• A debt will be created on both records in the BET
  and will be recouped from all payments processed
  until the debt is liquidated.

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QUESTIONS ??
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