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Post 9/11 GI Bill Financial Aid Presentation

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• Second level
• Third level
• Fourth level
• Fifth level

12/14/2013
VER062509ELR
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Training Objectives

• At the conclusion of this training, you will be
  able to
• Understand the provisions of the Post-9/11 GI
  Bill
• Explain the application process and reporting
  requirements for the Post-9/11 GI Bill
• Provide training on the Post-9/11 GI Bill to
  Financial Aid Personnel

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Post-9/11 GI Bill Overview
Eligibility and Entitlement Elections Benefit
Payments Transfer of Entitlement Yellow Ribbon
Program Agreements Application Procedures Reportin
g Procedures Payments and Overpayments Student
Timeline Questions
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ELIGIBILITY ENTITLEMENT
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Eligibility Entitlement

• Individuals eligible for ch33 must have served on
  active duty after 09/10/01 for
• A minimum of 90 aggregate days (excluding entry
  level and skill training)
• At least 30 continuous days if discharged for a
  service-connected disability.
• Active duty members eligible on 90th day after
  completion of entry level training.

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Eligibility Entitlement
Service Requirements (after 9/10/01 an individual must serve an aggregate of) of Maximum Benefit Payable
At least 36 months(1) 100
At least 30 continuous days on active duty (Must be discharged due to service-connected disability) 100
At least 30 months, but less than 36 months(1) 90
At least 24 months, but less than 30 months(1) 80(3)
At least 18 months, but less than 24 months(2) 70(3)
At least 12 months, but less than 18 months(2) 60
At least 6 months, but less than 12 months(2) 50
At least 90 days, but less than 6 months(2) 40

1. Includes entry level and skill training (2)
   Excludes entry level and skill training (3) If
   the service requirements are met at both the 80
   and 70 percentage level, the maximum percentage
   of 70 must be applied to amounts payable

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Eligibility Entitlement

• Excluded Service
• Initial entry level and skill training must be
  considered when an individual has less than 30
  months of active duty service unless
• All service is identified as Title 10 call-up
  service
• The individual has at least 12 months of active
  duty service before 09/11/01
• Exclude initial entry level and skill training
  when applicable 

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Eligibility Entitlement

• Generally, individuals will remain eligible for
  benefits for 15 years from
• Date of last discharge or
• Release from active duty service of at least 90
  continuous days.
• If eligibility is based on aggregate service of
  less than 90 consecutive days, the individual
  will have 15 years from the last period of
  service used to meet the minimum service
  requirements for eligibility.

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Eligibility Entitlement

• Individuals are generally entitled to 36 months
  of benefits.
• Individual may not use more than 48 months of
  entitlement under two or more programs.
• Individuals eligible for ch30, ch1606, or ch1607,
  on or after 08/01/09, must relinquish a benefit
  to receive ch33.
• Individuals eligible for more than one benefit
  only have to relinquish one benefit to receive
  ch33.

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Eligibility Entitlement

• Exception
• Individuals who have used ch30 entitlement and
  elect to relinquish ch30 to receive ch33 are only
  entitled to the number of remaining months of
  ch30 benefits.
• This provision applies when an individual
• Is eligible for ch33 and ch30 on August 1, 2009
• Elects to receive ch33 benefits in lieu of ch30
  benefits

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Eligibility Entitlement

• An individual who exhausts ch30 prior to electing
  ch33 may receive up to 12 months of additional
  benefits.
• Ch30 entitlement must be exhausted prior to the
  effective date of the election.

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Eligibility Entitlement

• Individuals are only limited to their remaining
  ch30 entitlement if they have used entitlement.
• Individuals who have not used entitlement may
  receive up to 36 months under ch33.

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ELECTIONS
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Elections

• Individuals eligible for one of the following
  benefits on or after 08/01/09 may be required to
  make an irrevocable election to receive benefits
  under ch33
• ch30-Montgomery GI Bill
• ch1606-Montgomery GI Bill-Selected
  Reserve
• ch1607-Reserve Educational Assistance
  Program

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Election Decisions

• Individuals need to determine which VA benefit is
  more advantageous to them?
• Eligibility for other VA benefits
• Benefit Level
• Other Financial Assistance
• State
• Will entitlement to that aid change
• Type of training they intend to pursue?
• Exclusively on-line
• Covered under ch33

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Election Decisions

• Delimiting Date
• In the Armed Forces on 08-01-09
• Eligibility to TOE
• Remaining entitlement under other VA Benefits
• Want to use that entitlement before using
  Post-9/11 GI Bill
• Desire to attend school at half-time or less

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Elections

• Individuals electing ch33 benefits will begin
  receiving payment the later of
• August 1, 2009 (when an earlier date or no date
  is elected)
• Effective date of eligibility
• Effective date of election

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Elections

• An individual who relinquishes eligibility
  under ch30, ch1606, or ch1607 may receive
  benefits for approved programs not offered by
  IHLs (i.e. flight, correspondence,
  Apprenticeship/On-the-Job Training, preparatory
  courses, national tests, and accelerated payments
  at an IHL)
• Individuals will be paid as if they are still
  receiving benefits under the relinquished
  benefit, however, their entitlement will be
  charged under ch33.
• The monthly housing allowance and the books
  and supplies stipend are not payable

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ElectionsExample 1

• The highest in-state tuition for Georgia is
  203 per credit hour
• The maximum fees per term for Georgia is
  15,401
• The housing allowance based on the schools zip
  code is 1,208
• The Fall term is from August 15, 2009
  December 22, 2009
• Peter was certified as follows
• Credit hours Tuition Charged Fees charged
• 12 credit hours 1,200 400
• The charged tuition is 100 per credit hour,
  which is less than the in-state maximum. The
  charged fees are also less than the in-state
  maximum. Peter is entitled to the applicable
  percentage of his total charges.

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ElectionsCalculation 1
Ch33 Payment Tuition and fees 50 X (1,200
400) 800.00 Housing allowance
50 X (1,208 /30) X 127 2,556.93
Books and supplies 50 X (12 X 41.67)
250.02 3,606.95 Ch30
Payment (1,321/30) X 127
5,592.23 Peter will receive more money for his
enrollment if he continues to use his ch30
benefits.
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BENEFIT PAYMENTS
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Benefit Payments
Individuals eligible at the maximum benefit
level may receive 100 of the benefits payable
All others receive a percentage based on their
length of service An individual enrolled at a
public institution will be responsible for the
difference between actual charges and the
percentage of benefits due based on their length
of service
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Benefit Payments

• 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

• Individuals eligible for ch33 may be entitled to
  multiple payment types
• Each payment type will be calculated and issued
  separately
• An individuals rate of pursuit may be considered
  to determine eligibility and/or payment amounts
• Payments for tuition and fees and the Yellow
  Ribbon Program will be issued to the school on
  behalf of the eligible individual
• All other payments will be issued directly to the
  eligible individual.

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Benefit Payments

• Rate of Pursuit
• The measurement obtained by dividing the number
  of credit hours pursued (including distance
  learning, refresher, remedial and deficiency
  hours) by the number of credit hours considered
  to be full-time training at the institution the
  individual is enrolled
• Equivalent credit hours (ECH) must be calculated
  prior to determining rate of pursuit
• Institution must specify the full-time
  measurement for all graduate level training

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Benefit Payments

• Rate of Pursuit Example
• Standard term
• Full time is 12 credit hours
• Student is pursuing 8 credit hours
• 8 12 0.66667
• Rate of pursuit is 67

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Benefit Payments

• Rate of Pursuit
• Non-standard term
• Equivalent Credit Hours (ECH) must be computed
  first
• ECH will be divided by the number of credit hours
  considered to be full time at the institution to
  determine the rate of pursuit.

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Benefit Payments

• Rate of Pursuit Example
• Non-standard term
• Full time is 12 credit hours
• Student is pursuing 3 credit hours over an
• 8-week semester
• ECH 6.75
• 6.75 12 0.56000
• Rate of pursuit is 56

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Benefit Payments

• Rate of Pursuit
• Conversion of clock hours to credit hours
• Step 1 Divide the number of semester or quarter
  hours required for full-time attendance by the
  number of clock hours required for full-time
  attendance
• Step 2 Multiply the result by the number of
  clock hours in which the student is enrolled

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Benefit Payments

• Rate of Pursuit Example
• Conversion of clock hours to credit hours
• Full time is 12 credit hours or 22 clock hours
• Student is pursuing 6 clock hours
• Step 1 12 22 0.54545
• Step 2 0.54545 X 6 3.27270
• Credit hour conversion 3.3

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TUITION AND FEES
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Tuition and Fees

• Individuals on active duty are eligible for the
  lesser of
• Tuition and fees charged or
• The amount of charges that exceed the amount paid
  by the militarys federal tuition assistance
• Individuals not on active duty are eligible for
  the applicable percentage (based on aggregate
  active duty service) or the lesser of
• Tuition and fees charged or
• Highest amount of tuition and fees charged for
  full-time, undergraduate training at a public
  institution of higher learning in the state the
  individual is enrolled.

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Tuition and Fees

• Tuition is the actual established charges for
  tuition that similarly circumstanced non-veterans
  enrolled in a program of education are required
  to pay.

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Tuition and Fees

• Fees are defined as mandatory charges (other than
  tuition, room, and board) that are applied by the
  institution of higher learning for pursuit of an
  approved program of education and include, but
  are not limited to
• Health premiums
• Freshman fees
• Graduation fees
• Lab fees
• Does not include study abroad course(s) unless
  the course(s) is a mandatory requirement for
  completion of the approved program of education.

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Tuition and Fees

• Institutions must report tuition and fees
  separately on VA Form 22-1999, Enrollment
  Certification
• A spreadsheet containing the highest in state
  tuition per credit hour and the highest fees per
  term is posted on the GI Bill website
• Tuition and fees payable are calculated
  separately
• VA compares actual tuition charged per credit
  hour vs. maximum in-State tuition per credit hour
  and then pays the lesser amount

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Tuition and Fees
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Tuition and Fees

• To calculate tuition payable
• Tuition Step 1
• Multiply the highest public in state tuition
  charged per credit hour (obtained from the GI
  Bill website) by the number of credit hours
  enrolled
• This provides the maximum tuition amount payable
  for that term, quarter, or semester

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Tuition and Fees

• Tuition Step 2
• Compare the result from Tuition Step 1 with the
  tuition reported by the institution on the
  enrollment certification
• Pay the lesser of tuition reported by the
  institution or the maximum rate payable
  calculated in Tuition Step 1

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Tuition and Fees

• To calculate fees payable
• Fees Step 1
• Determine the highest public in state fees
  charged (obtained from the GI Bill website)
• This provides the maximum fees payable

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Tuition and Fees

• Fees Step 2
• Compare the result from Fees Step 1 with the
  fees reported on the enrollment certification
• Pay the lesser of fees reported by the
  institution or the maximum rate payable
  calculated in Fees Step 1

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Tuition and Fees

• To calculate tuition and fees payable
• Add the tuition payable and the fees payable
• Multiply the total tuition and fees payable by
  the individuals benefit level
• The result is the amount of tuition and fees
  payable to the institution

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Tuition and FeesExample 2
Status Active duty Benefit Level N/A Highest
in state maximum charged per credit hour
N/A Tuition Charged 25,000 Fees Charged
0 Number of hours enrolled 12 Tuition
Assistance 0 Result Tuition and fee payment
to the institution is 25,000 because the
individual is on active duty.
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Tuition and FeesExample 3

• Status Active duty
• Benefit Level N/A
• Highest in state maximum charged per credit hour
  N/A
• Tuition charged 25,000
• Fees charged 0
• Number of hours enrolled 10
• Tuition Assistance 2,500
• Result
• (25,000 - 2,500 22,500)
• Tuition and fee payment to the institution is
  22,500tion and

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Tuition and FeesExample 4
Status Veteran Benefit Level 100 Highest in
state maximum charged per credit hour
300 Highest in state fees 3,000 Tuition
charged 18,000 Fees charged 2,000 Number of
hours enrolled 12
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Tuition and FeesCalculation 4
Calculation Step 1 - Determine tuition
cap 300 X 12 3,600 Step 2 - Compare
tuition 3,600 vs. 18,000 pay the lesser
3,600 Step 3 - Determine fee cap 3,000
(Highest in state fees) Step 4 - Compare
fees 3,000 vs. 2,000 pay the lesser
2,000 Step 5 - Add and multiply by benefit
level 3,600 2,000 5,600 5,600 x 100
5,600 RESULT Tuition and fee payment to
school is 5,600.
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Tuition and FeesExample 5

• Status Veteran
• Eligibility Percentage 60
• Highest in state maximum charged per credit hour
  500
• Highest in state fees 200
• Tuition charged 5,000
• Fees charged 350
• Number of hours enrolled 12

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Tuition and FeesCalculation 5
Calculation Step 1 - Determine tuition
cap 500 X 12 6,000 Step 2 - Compare
tuition 6,000 vs. 5,000 pay the lesser
5,000 Step 3 - Determine fee cap 200
(Highest in state fees) Step 4 - Compare
fees 200 vs. 350 pay the lesser 200 Step
5 - Add and multiply by benefit level 5,000
200 5,200 5,200 x 60 3,120 RESULT
Tuition and fee payment to school is 3,120.
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YELLOW RIBBON PROGRAM
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Yellow Ribbon Program

• Institutions within the U.S. may voluntarily
  enter into an agreement with VA to fund tuition
  and fee costs that exceed the highest public
  in-state undergraduate tuition and fees
• Provides additional funding for
• Training at private institutions
• Graduate training
• Out-of-state tuition

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Yellow Ribbon Program

• Only individuals (including transferees) entitled
  at the 100 benefit level may receive this
  funding
• Individuals who served at least 30 continuous
  days on active duty, and discharged due to
  service-connected disability
• Individuals who served at least 36 months or more
  on active duty

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Yellow Ribbon Program

• VA will match each additional dollar that an
  institution contributes, up to 50 of the
  difference between the students tuition benefit
  and the total cost of tuition and fees
• The combined amounts may not exceed the full cost
  of the schools established charges
• Yellow Ribbon payments will be issued to the
  school on behalf of each student via EFT
• Payments will include student identification
  information and the semester, quarter or term the
  payment is covering

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Monthly Housing Allowance
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Monthly Housing Allowance

• A monthly payment equivalent to the military
  Basic Allowance for Housing for a servicemember
  in pay grade E-5 with dependents
• Individuals on active duty are not eligible for
  the monthly housing allowance

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Monthly Housing Allowance

• To be eligible for the monthly housing
  allowance, individuals must be
• Pursuing training at a rate of more than 50
• Enrolled in at least 1 in-residence course
• Based on the schools zip code
• Primary institution if concurrently enrolled
• In-residence institution if program pursued
  online
• Note In-residence training is defined in 38 CFR
  21.4267(d) and (e)

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Monthly Housing Allowance

• In-residence training for under graduate students
  defined in 38 CFR 21.4267(d) as
• Undergraduate resident training. VA considers the
  following undergraduate courses to be resident
  training.
• A course which meets the requirements for
  resident institutional training found in
  21.4265(f)
• (2) A course which requires regularly scheduled,
  standard class sessions at least once every two
  weeks and which has a total number of class
  sessions equal to the number of credit hours
  awarded for the course, times the number of weeks
  in a standard quarter or semester, as applicable.

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Monthly Housing Allowance
In-residence training for graduate students is
defined in 38 CFR 21.4267 (e) as Graduate
resident training. VA considers a graduate course
to be resident training if the course (1) Is
offered through regularly scheduled, conventional
classroom or laboratory sessions or (2) Consists
of research (either on campus or in absentia)
necessary for the preparation of the students
(i) Masters thesis, (ii) Doctoral dissertation,
or (iii) Similar treatise which is prerequisite
to the degree being pursued or (3) Consists of a
combination of training as described in
paragraphs (e)(1) and (e)(2) of this section.
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Monthly Housing Allowance
Other courses not approved as in-residence
training (including independent study) are
considered distance learning.
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Monthly Housing Allowance

• Based on the ZIP code of the institution
  certifying the individual if the individual is
  attending a branch campus that does not have a
  separate facility code
• Concurrent Enrollment
• If the individual is enrolled in two or more
  institutions, the monthly housing allowance will
  be based on the primary institutions ZIP code
• If the student is enrolled solely in distance
  learning at the primary institution and is
  pursuing in-residence training at the
  supplemental institution, the monthly housing
  allowance will be paid based upon the
  supplemental institution's ZIP code

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Monthly Housing Allowance

• Calculated by multiplying the individuals
  benefit level by the full monthly housing
  allowance
• For individuals in foreign institutions,
  calculated by multiplying the individuals ch33
  benefit level by the average monthly housing
  allowance
• Note The average Foreign rate is supplied by DoD

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Monthly Housing Allowance

• Paid on the first of each month for training
  completed the prior month.

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Monthly Housing Allowance
Housing Allowance information is available in
WEAMS on the Issue and Remarks tab
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BOOKS AND SUPPLIES STIPEND
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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 benefit level
• If the enrollment begins before 08/01/09, it is
  not reduced based on a partial enrollment period
• Active duty members are not eligible

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COLLEGE FUND KICKERS
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College Fund Kickers

• MGIB-AD and MGIB-SR kickers
• Individuals eligible for a kicker under another
  benefit may receive the kicker under the
  Post-9/11 GI Bill
• Monthly kicker amount will be prorated based on
  the individuals rate of pursuit
• Payment issued in a lump sum directly to the
  student

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College Fund Kickers

• Ch33 kickers
• Only payable if individual is entitled to a
  monthly housing allowance
• Payment will be issued directly to the student
  with the monthly housing allowance
• DoD has not begun offering ch33 kickers

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Licensing and Certification Tests
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Licensing and Certification Tests

• Eligible individuals may be reimbursed for
  one licensing or certification test
• Test must be approved for VA benefits
• Test must be taken on or after August 1, 2009
• Reimbursement may not exceed 2,000

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RURAL BENEFIT
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Rural Benefit

• One-time payment of 500 for individuals who
  reside in a county with six persons or fewer per
  square mile
• Physically relocates at least 500 miles, or
• Travels by air to attend school if no other
  transportation exist
• Payments issued directly to the student in a lump
  sum

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OTHER PAYMENTS
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Other Payments

• Interval Payments
• Payment of the monthly housing allowance may be
  authorized during intervals
• Follows current interval payment rules
• Entitlement charged for interval payments
• Students may request not to receive interval
  payment to preserve entitlement

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Other Payments

• Work-study
• Individuals training at a rate of pursuit of at
  least 75 may receive work-study
• Federal minimum wage, unless State wage is higher
• Tutorial Assistance
• Individuals training at a rate of pursuit of at
  least 50 may receive tutorial assistance
• Amount payable cannot exceed 100 per month
• Total amount payable cannot exceed 1,200

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RELINQUISHED BENEFITS
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Relinquished Benefits

• Individuals who relinquish ch30, ch1606, or
  ch1607 to elect ch33 are eligible to receive
  payment under the relinquished benefit for
  certain programs that are not approved under ch33.

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Relinquished Benefits

• The following programs of education are not
  payable under ch33
• NCD programs not offered at an IHL
• Correspondence training programs not offered at
  an IHL
• Flight training
• Apprenticeship and On-the-Job training
• National tests not offered by an IHL
• Note Accelerated payments are available for
  programs at NCD institutions if they were payable
  under the relinquished benefit

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Relinquished Benefits

• Benefits payable under this provision are paid at
  the same rate as they would have been paid under
  the relinquished benefit. Rates include
• Kickers
• 600 Buy-up
• Entitlement will be charged under ch33 however,
  it will be calculated in the same manner as it
  was under the relinquished benefit.

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TRANSFER OF ENTITLEMENT
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Transfer of 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 to transfer
  benefits as only the Secretaries above may offer
  transfer of benefits

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Transfer of Entitlement

• Criteria required to transfer benefits
• Be in Armed Forces on 08/01/09, and
• Have completed 6 years in the Armed Forces, and
• Agree to serve 4 more years
• DoD/DHS rules to address situations when
  individuals cannot (by military rules or
  retirement) serve 4 more years after 08/01/09.

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Transfer of 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).
• Transfer to spouse, child, or children in any
  amount up to amount transferor has available or
  amount approved by DoD/DHS.
• Revoke or modify a transfer request of any unused
  benefits unless the transferors 15-year
  eligibility period has ended.

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Transfer of 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.
• Modify the number of months transferred amongst
  dependents
• Liability
• Transferor and individual using transferred
  entitlement are jointly liable to VA for any
  overpayment of chapter 33 benefits

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Transfer of Entitlement

• Spouses
• May use after transferor completes 6 years in
  Armed Forces
• Paid at transferors rate - Cannot be paid
  monthly housing allowance or books and supplies
  stipend if the transferor is on active duty when
  the spouse is receiving benefits
• 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
• Not limited to highest in-State tuition and fee
  rates while transferor in on active duty

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Transfer of Entitlement

• Children
• Entitlement must be transferred to an unmarried
  child who has not reached the age of 18 or, if in
  school, before child is 23 years of age
• May use benefits after transferor completes 10
  years in Armed Forces
• Must have
• reached age 18 or
• completed requirements of secondary school
  diploma
• (or equivalency certificate)
• Receives veteran rate, including housing
  allowance book stipend, even if transferor is
  on active duty
• May use until 26 years old even if transferors
  15-year eligibility period ended
• May continue to use benefits after marriage

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YELLOW RIBBON PROGRAM AGREEMENTS
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Yellow Ribbon Program

• Institutions entering into a Yellow Ribbon
  Program Agreement with VA are agreeing to
• Provide contributions to eligible individuals on
  a first-come, first-served basis for the current
  academic year
• Provide contributions to eligible individuals for
  the current academic year and all subsequent
  years the individual is enrolled if the
• Institution continues to participate in the
  Yellow Ribbon Program
• Student maintains satisfactory progress

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Yellow Ribbon Program

• Limit contributions to funds under the
  unrestricted control of the institution and
  specify the manner in which contributions will be
  granted which may include
• Direct grant
• Scholarship
• The following cannot be used as the institutions
  contribution toward the Yellow Ribbon Program
• Third party funds
• Title IV funds

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Yellow Ribbon Program
State the maximum number of individuals to whom
Yellow Ribbon Program contributions will be
provided in item 6
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Yellow Ribbon Program
State the maximum annual dollar amount that will
be contributed per individual in item 7
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Yellow Ribbon Program
Item 7a Institution agrees to contribute up to
the same maximum annual dollar amount for all
individuals
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Yellow Ribbon Program

• Item 7b
• Institutions may limit contribution amounts and
  totals by education level and may offer to
  contribute
• To individuals at any or all education levels
• Different maximum annual amounts at any or all
  education levels
• Different maximum number of individuals at any or
  all education levels

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Yellow Ribbon Program
Item 7b
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Yellow Ribbon Program Example 6

• Gulf Shores University intends to offer Yellow
  Ribbon Program benefits to graduate and doctoral
  students.
• They intend to contribute Yellow Ribbon Program
  benefits to up to 500 students as follows
• Up to 2,000 per year for each graduate student
• Up to 4,000 per year for each doctoral student
• How should they complete their Yellow Ribbon
  Program Agreement?

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Yellow Ribbon Program Answer 6

• To offer Yellow Ribbon Program contributions to
  all graduate and doctoral students on a first
  come, first served basis, they should report
• 500 in item 6
• 0 or blank for each undergraduate student
• 2,000 for each graduate student
• 4,000 for each doctoral student

500
2,000.00
4,000.00
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Yellow Ribbon Program Answer 6

• To offer Yellow Ribbon Program contributions to
  400 graduate and 100 doctoral students on a first
  come, first served basis, they should report
• 500 in item 6
• 0 or blank for each undergraduate student
• 2,000 for each graduate student and 400 in the
  blank area next to graduate student
• 4,000 for each doctoral student and 100 in the
  blank area next to each doctoral student

500
2,000.00
400
4,000.00
100
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Yellow Ribbon Program
Item 7c Institutions may limit contribution
amounts and totals to specific colleges and/or
professional schools
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Yellow Ribbon Program Example 7

• Pensacola College intends to offer Yellow Ribbon
  Program benefits to all students enrolled in the
  School of Law and the School of Pharmacy.
• They intend to contribute Yellow Ribbon Program
  benefits to up to 100 students as follows
• Up to 7,000 per year for each Law student
• Up to 15,000 per year for Pharmacy student
• How should they complete their Yellow Ribbon
  Program Agreement?

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Yellow Ribbon Program Answer 7

• To offer Yellow Ribbon Program contributions to
  all students in the School of Law and the School
  of Pharmacy on a first come, first served basis,
  they should report
• 100 in item 6
• 7,000 for each student enrolled in the School of
  Law
• 15,000 for each student enrolled in the School
  of Pharmacy

100
School of Law
7,000.00
15,000.00
School of Pharmacy
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Yellow Ribbon Program Answer 7

• To offer Yellow Ribbon Program contributions to
  75 students in the School of Law and 25 students
  in the School of Pharmacy on a first come, first
  served basis, they should report
• 100 in item 6
• 7,000 for each student enrolled in the School of
  Law/75
• 15,000 for each student enrolled in the School
  of Pharmacy/25

100
7,000.00
School of Law/75
School of Pharmacy/25
15,000.00
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Yellow Ribbon Program

• Items 7b and 7c
• Institutions may limit contribution amounts and
  totals by education level and may further limit
  to specific colleges and/or professional schools
• Institutions should use separate Yellow Ribbon
  Program Agreements to report this to VA

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Yellow Ribbon Program
May denote all students by indicating ALL
UNLIMITED or 99999
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Yellow Ribbon Program

• VA-ONCE modifications will allow institutions to
  certify Yellow Ribbon Program information on an
  Enrollment Certification (VA Form 22-1999)
• Institutions should report tuition charged, fees
  charged, and the maximum amount they are willing
  to contribute per term
• VA will pay the lesser of
• The amount of Yellow Ribbon certified
• The difference between the amount certified and
  50 of the individuals unmet tuition and fee
  charges

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Yellow Ribbon Program

• When submitting Yellow Ribbon Program Agreements,
  institutions cannot
• Report contributions per credit hour
• Limit contributions based on student status
• Part-time
• Traditional or non-traditional
• Day or evening
• Limit contributions based on degree
  program/college major

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Yellow Ribbon Program

• Upon receipt of a valid Yellow Ribbon Program
  Agreement (VA Form 22-0839), VA
• Documented agreement information for posting on
  GI Bill website
• Signed and returned agreement to institution
• VA had to receive signed agreements from
  interested institutions by June 15, 2009
• Final list of participating institutions was
  posted on June 30, 2009
• Participating institutions should review and
  verify information reported on their Yellow
  Ribbon Program

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105

• APPLICATION PROCEDURES

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Application Procedures

• Individuals are encouraged to apply using VA Form
  22-1990, Application for Education Benefits
• The paper application and VONAPP forms available
  on the GI Bill website contain ch33 information
• Individuals who previously applied for benefits
  may use VA Form 22-1995, Request for Change of
  Program or Place of Training
• 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

• Individuals should fully complete the
  application, and provide election information if
  applicable
• Elections must include
• The effective date of the election, which must be
  on or after August 1, 2009
• The benefit the individual is relinquishing to
  receive ch33 benefits and
• Acknowledgement that the election is irrevocable.

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Application Procedures
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Application Procedures

• VA began accepting applications for Certificates
  of Eligibility beginning May 1, 2009
• For Veterans and servicemembers enrolling for
  Fall 2009
• VA is currently accepting applications for TOE
  from spouses and dependents
• Certificates of Eligibility
• Benefit level based on length of service,
  including Yellow Ribbon for individuals at the
  maximum benefit level
• 15-year eligibility date for individuals not on
  active duty
• Number of months of entitlement

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Application Procedures
Relinquished benefit information
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Application Procedures

• Entitlement and delimiting date
• Benefit level
• Active duty service period used to establish
  eligibility
• Yellow Ribbon, if benefit level is 100 and not
  on active duty

1461
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Application Procedures
 
You are responsible for ALL debts resulting from
reductions or terminations of your enrollment
even if the payment was submitted directly to the
school on your behalf.
Claimant is responsible for overpayment of
tuition and fees and Yellow Ribbon Program
payments sent to the school
 
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• REPORTING PROCEDURES

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Reporting Procedures

• VA benefits are considered an entitlement and are
  not reduced based on financial aid.
• Consider VA payments of tuition and fees and
  Yellow Ribbon as if the student paid them to the
  institution.

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Reporting Procedures

• Amounts reported to VA should be actual charges
  prior to any reductions or financial aid
• Financial Aid offices are responsible for
  determining if an individual remains entitled to
  state aid, scholarships or other financial
  assistance based on receipt of VA benefits
• If a state prohibits a public IHL from charging a
  student tuition (and/or fees), no charges should
  be reported to VA
• Initial charges of tuition and fees needs to be
  reported to the VA on the VA Form-1999 even if a
  state waives any portion of the tuition (and/or
  fees). (credits should be refunded directly to
  the student by the school)

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Reporting Procedures

• Revisions to the VA Form 22-1999, Enrollment
  Certification, allow schools to report additional
  information for ch33
• Yellow Ribbon Program information
• The number of credit hours taken via distance
  learning
• Tuition
• Fees

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Reporting Procedures

• Yellow Ribbon Program amounts certified should be
  the maximum amount the institution is willing to
  contribute per term
• VA will pay the lesser of the amount certified or
  50 of the unmet charges
• Institutions will track annual amounts based on
  Yellow Ribbon Program agreements

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Reporting Procedures

• Existing procedures for certifying enrollments
  for individuals on active duty in receipt of
  Tuition Assistance apply to ch33
• Enrollment certifications should not be submitted
  for courses paid in whole or in part by federal
  military tuition assistance
• Individuals will submit Tuition Assistance forms
  directly to VA
• Payment will be issued directly to the eligible
  individual

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Reporting Procedures

Indicate individual will be certified for the
Yellow Ribbon Program
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Reporting Procedures

• Indicate the number of credit/clock hours pursued
• Hours should be entered separately based on the
  type of hours

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Reporting Procedures

Enter total charged tuition and total charged fees
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Reporting Procedures
Enter the maximum amount the school is willing to
contribute for the period certified
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Reporting Procedures

Indicate full-time measurement for graduate level
training
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Reporting Procedures

• Currently, tuition and fees are required fields
  in VA Once for all education benefit programs
• Schools should report the full-time measurement
  for all graduate level training in the Remarks
  section
• Additional changes to VA Once are scheduled for a
  subsequent release
• Tuition and fees will no longer be required for
  all education benefit programs
• Schools will be able to report the full-time
  measurement for ch33 graduate level training in
  the existing graduate level training time field

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Reporting Procedures

• VA Once and other software applications is able
  to accept ch33 enrollment certifications as of
  July 6, 2009
• VA is currently accepting enrollment
  certifications.

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Reporting Procedures

• Options for ch33 have been added to the benefit
  type drop down menu
• 33 should be used for ch33 individuals
• 33YELLOW should be used if institution is
  participating in the Yellow Ribbon Program and
  individual is being certified for the Yellow
  Ribbon Program
• If 33YELLOW is the benefit type, Yellow Ribbon
  fields are available

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Reporting Procedures

• Enter the number of credit hours pursued via
  distance learning
• Hours can be 0
• Do not include hours reported under Credit

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Reporting Procedures
Enter total charged tuition and total charged
fees
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Reporting Procedures

• Field is required for benefit type 33YELLOW
• Entry must be greater than zero
• Indicate the maximum amount the school is willing
  to contribute for the term certified
• NOTE Modify benefit type on BIO page to 33
  when maximum annual contribution amount has been
  certified

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Reporting Procedures
Indicate the full-time measurement for graduate
level training
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Reporting Procedures
The certifications printed from VA-ONCE will
include new fields for distance learning,
tuition, fees and the Yellow Ribbon Program.
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Reporting Procedures

• Revisions to the VA Form 22-1999b, Notice of
  Change in Student Status, allow schools to report
  additional information for changes under ch33
• Schools should report ch33 changes involving no
  training time change
• Schools should report the revised maximum amount
  the institution is willing to contribute toward
  the Yellow Ribbon Program for the period
  certified
• For reductions, amount should be proportionate to
  original amount certified

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Reporting Procedures

• Indicate the number of credit hours before and
  after the adjustment
• Specify distance learning hours, if applicable

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Reporting Procedures
Indicate the charged tuition and fees for the
courses remaining after the reduction
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Reporting Procedures

• Indicate the revised maximum amount the school is
  willing to contribute for the term certified
• Reduced amounts should be proportionate to the
  originally certified contribution amount

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Reporting Procedures

• Field is required for benefit type 33YELLOW and
  must be greater than zero
• Indicate the revised maximum amount the school is
  willing to contribute for the term certified

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Reporting Procedures
The printed form will include the new fields and
the revised Yellow Ribbon amount
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Reporting Procedures

• VA is accepting enrollment (1999s)
• Advance payment is currently not be available
• VA issued payment transactions to the Department
  of Treasury on August 1, 2009 for
• Tuition and fees
• Yellow Ribbon, if applicable
• Books and supplies stipend
• College fund kickers
• Payments for the monthly housing allowance will
  be issued beginning September 1, 2009

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• PAYMENTS AND OVERPAYMENTS

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Payments Overpayments

• How will payments be sent?
• Automated Clearing House (ACH) deposit for each
  certified chapter 33 student
• One for Tuition and Fees
• One for Yellow Ribbon (if applicable)
• Each payment will include an addenda field with
  students identifying information
• VA File Number
• Student Name (up to 20 characters)
• Term dates for the payment

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Payments Overpayments

• - To receive addenda information
• Must be requested from your Financial Institution
• Ask that it be provided in a readable format
• If VA does not have active direct deposit
  information
• Payments will be made by paper check to the
  address on file in WEAMS
• Stub containing students identifying information
  attached to each check

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Payments Overpayments

• Vet Report Listing
• Will be mailed to the School Certifying Official
  weekly
• Lists ch33 payments for your students
• Tuition and Fees (33T)
• Yellow Ribbon (33Y)
• Schools will receive the listing for ch33
  students
• even if they previously elected not to receive
  the report.

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Payment and Overpayments
Facility Code
IHL Name and address
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VER070909SAA
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Payment and Overpayments
Abbreviated RPO station number 07 Buffalo 16
Atlanta 31 St. Louis 51 Muskogee
144
VER070909SAA
145
Payment and Overpayments
Claimants VA file number (8-digit file number or
social security number)
145
VER070909SAA
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Payment and Overpayments

• Amount of payment issued
• Enrollment period covered by payment

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VER070909SAA
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Payments Overpayments

• Payment amounts are based on treasury records
• Amounts reflected are actual payment amounts
  after any overpayments have been withheld
• If amounts reflected are less than tuition and
  fees, schools should
• Review claimants benefit level
• Verify if overpayment exists
• NOTE School may contact VA or review VA Once for
  VA Form 22-1999b to determine if an overpayment
  exists.

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VER070909SAA
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Payment and Overpayments

• Claimants address
• Benefit payment type
• 33T Tuition and fees
• 33Y Yellow Ribbon Program

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VER070909SAA
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Payments Overpayments

• How to refund VA
• Send a check payable to VA Agent Cashier to the
  Regional Processing Office
• Include Students Name and VA File Number

• Atlanta RPO
  Muskogee RPO
• P O Box 100022 PO Box 8888
• Decatur, GA 30031-7022 Muskogee, OK
  74402-8888
• Buffalo RPO St.
  Louis RPO
• P O Box 4616 PO Box 66830
• Buffalo, NY 14240-4616 St. Louis, MO
  63166-6830

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Payments Overpayments

• If you received a paper check, the un-cashed
  paper check can be returned to
• U.S. Department of the Treasury
• Financial Management Service
• PO Box 51318
• Philadelphia, PA 19115-6316
• If you received payment via EFT, the refund may
  be made through the ACH
• Request the bank return the full payment using an
  R31 ACH return code

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Payments Overpayments

• Schools should submit a refund to VA if
• Student dies during the term, and a refund is due
• Student is enrolled, but never attended
• Payment sent to the wrong school

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Payments Overpayments

• If a student never attends any portion of the
  certified enrollment period, schools should
  follow their established student refund policy
• If a refund of a students out-of-pocket expenses
  is due, it should be issued to the student
• The school is obligated to refund payments to the
  VA for a students non-attendance (regardless of
  the established student refund policy)
• Payments returned to VA must include the student
  identification information as well as the
  quarter, term or semester for which the payment
  was made

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Payments Overpayments

• If a student attends a portion of the certified
  enrollment period, yet does not complete
  training, schools should follow their established
  student refund policy
• If a refund is due, it should be issued to the
  student
• Refunds for partial attendance should not be
  returned to VA
• The student is responsible for any overpayment of
  VA benefits incurred as a result of a change in
  enrollment

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Payments Overpayments

• Six credit hour exclusion still applies to first
  withdrawal or drop
• If mitigating circumstances exist, student may be
  due partial payment
• Tuition and fees (and Yellow Ribbon) prorated
  through the last date of attendance for complete
  withdrawals and end of the month for reductions
• Housing allowance paid until end of month in
  which drop or withdrawal occurred
• VA will calculate the amount of the overpayment
  of ch33 benefits based on existing procedures for
  reductions and terminations as well as notify the
  student

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Payments Overpayments

• If a student does not complete a certified
  enrollment period, the school may or may not
  issue a refund, depending on their refund policy.
• If an overpayment is created, the student will be
  responsible for making repayment arrangements
  with VAs Debt Management Center (DMC) regardless
  of whether or not a refund was received from the
  school

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Payments Overpayments

• If an individual is called up to active duty,
  VA will restore entitlement if veteran does not
  receive credit for course and will
• Not charge an overpayment for chapter 33 tuition
  and fees payment or Yellow Ribbon benefits for
  the certified enrollment period
• Not charge an overpayment of books and supplies
  stipend for the enrollment period
• Discontinue the monthly housing allowance at the
  end of the month during which the individual last
  attended

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Payments Overpayments

• VA will notify student about overpayment
• Notifications will inform student of the
  overpayment amount and whom to contact to
  establish a repayment schedule
• DMC will also send notification of the
  overpayment amount and provide due process rights
• Overpayments are collected by DMC

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Payments Overpayments

• In most cases, overpayments will not be collected
  during the due process period, which is 30 days
  from the day of notification
• Students with existing overpayments may attend
  school however, their benefit payments will be
  withheld until the overpayment is collected
• Overpayments will be collected from the next
  payment, including tuition and fees and Yellow
  Ribbon Program payments

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• STUDENT EXPERIENCE TIMELINE

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Student Experience Timeline

• July 6th VA accepted chapter 33 enrollment
  certifications and began processing claims
• August 1st Begin issuing payment to Treasury
• Tuition and fees payments
• Books and supplies stipend
• College fund kickers
• August 3rd- First payments released by Treasury
• September 1st Payments of housing allowance for
  individuals who attended school in August

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References

• GI Bill Website (www.GIBILL.va.gov)
• -Sign up for FAQ updates!
• GI Bill Hotline 1-888-GIBILL-1
• Questions regarding Yellow Ribbon Program
• Agreements should be submitted to the Yellow
• Ribbon mailbox at yellow.ribbon_at_va.gov

162

• If the student is receiving Chapter 33 through
  transfer of entitlement, are they eligible for
  the book stipend?

Questions

• If the student is receiving Chapter 33 through
  transfer of entitlement, are they eligible for
  the book stipend?
• Answer Yes, however, if the transferor is on
  active duty the spouses are not eligible for the
  books and supplies, and monthly housing
  allowance.
• 2. How does a school know the true percentage of
  eligibility without the Certificate of
  Eligibility?
• Answer Benefit level (percentage) is based on
  the individuals service periods.

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Questions
3. How will our school know if there is an
overpayment from the student's attendance in a
prior term or at another school that will hold up
payments to our school? The school is going out
on a limb to allow these students to enroll with
expectations of receiving payments that may not
occur.   Answer Students with existing
overpayments may attend school however, their
benefit payments will be withheld until the
overpayment is collected. Overpayments will be
collected from the next payment, including
tuition and fees and Yellow Ribbon Program
payments. Schools may view VA once for changes
in enrollments (1999bs).
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Questions
4. We were told that students who are using Post
9/11 under Transfer of Entitlement need to give
us a form called a TBE. What is this form and
how/where would the student obtain this
form? Answer DoD determines eligibility for
TOE. Individuals should submit their application
to DoD via the TEB website, however, individuals
are not required to submit the TEB form. If
individuals would like to receive a copy of the
TEB, they should print it upon submission for
their records. DoD will not send any written
notification of their eligibility status to the
individual. To Apply for TEB use the following
https//www.dmdc.osd.mil/TEB/consent?continueToUrl
2FTEB2F For General Information regarding TEB
http//www.defenselink.mil/home/features/2009/0409
_gibill/
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Questions