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U. S. Department of Veterans Affairs Education Service Washington, D.C. The Post-9/11 GI Bill (chapter 33 of title 38 U.S.C.). Objectives. This presentation will provide you with an overview of the following: Eligibility to the Post-9/11 GI Bill Payments under the Post-9/11 GI Bill

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U s department of veterans affairs education service washington d c

U. S. Department of Veterans AffairsEducation ServiceWashington, D.C.

The Post-9/11 GI Bill (chapter 33 of title 38 U.S.C.)


Objectives
Objectives

  • This presentation will provide you with an overview of the following:

    • Eligibility to the Post-9/11 GI Bill

    • Payments under the Post-9/11 GI Bill

    • Transferability Rules

    • Yellow Ribbon Program

    • Overpayments


Post 9 11 gi bill eligibility
Post-9/11 GI Bill Eligibility

Individuals who served on active duty after 09/10/01 will be eligible for the Post-9/11 GI Bill if the individual—

  • Served for an aggregate period of at least 90 days.

    Note: Exceptions are made for individuals discharged due to a service connected disability and serving at least 30 continuous days on active duty after 9/10/01.

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Eligibility criteria
Eligibility Criteria

*Excludes time in Basic Military Training and/or Skill Training

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Eligibility criteria1
Eligibility Criteria

Qualifying active duty does not include the following:

  • Title 32 AGR; or

  • Service Academy Contract Period; or

  • ROTC contract period under 10 U.S.C. 2107(b); or

  • Service terminated due to an erroneous or defective enlistment; or

  • Service used for loan repayment; or

  • Selected Reserve Service used to establish eligibility under chapters 30, 1606, or 1607.

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Eligibility criteria2
Eligibility Criteria

In order to retain eligibility after meeting the service requirements, an individual must—

  • Continue on active duty; or

  • Be honorably discharged from Armed Forces; or

  • Be honorably discharged for further service in a reserve component; or

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Eligibility criteria3
Eligibility Criteria

  • Be honorably discharged and placed on retired list, temporary disability retired list; or

  • Be transferred to Fleet Reserve or to Fleet Marine Corps Reserve; or

  • Be discharged or released for:

    • Injury Existing Prior to Service (EPTS),

    • Hardship (HDSP), or

    • Condition Interfered with Service (CIWD).

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Period of eligibility
Period of Eligibility

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, individual will have 15 years from the last period of service used to meet the minimum service requirements for eligibility.

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Post 9 11 gi bill elections
Post-9/11 GI Bill Elections

An individual who, as of August 1, 2009, is—

  • Eligible for MGIB-AD (chapter 30), MGIB-SR (chapter 1606) or REAP (chapter 1607);

  • A member of the Armed Forces who is eligible to receive chapter 30 benefits andwho ismaking the basic $1200 contribution toward chapter 30; or

  • A member of the Armed Forces who previously declined to elect chapter 30

    AND who is eligible for chapter 33 (on the date of election), may elect chapter 33 in lieu of either chapter 30, 1606, or 1607. The election is an irrevocable election.

  • Election must be in writing

  • Use newly revised VA Form 22-1990 (will be available on VA’s website by May 1st)

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Entitlement
Entitlement

Generally, entitlement provisions under the Post-9/11 GI Bill are similar to those under other education benefit programs:

  • Individuals may receive 36 months of benefits;

  • If an individual’s entitlement exhausts during a term, benefits may be extended until the end of the term (except for dependents using TOE);

  • Individuals eligible for more than one program administered by VA are limited to 48 months of combined benefits.

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Entitlement1
Entitlement

EXCEPTION: 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 benefits.

    NOTE: This provision does not prevent an individual who is eligible for multiple benefits from receiving a maximum of 48 months of combined benefits.

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Approved programs
Approved Programs

  • All programs approved under chapter 30 and offered at an institution of higher learning (IHL). IHLs are degree granting institutions.

  • Individuals who were previously eligible for chapter 30, 1606, or 1607 may continue to receive benefits for approved programs not offered by IHLs (flight*, correspondence, apprenticeship/on-the-job training, preparatory courses, and national tests)

    • Individuals will be paid AS IF they are still receiving benefits under chapter 30, 1606, or 1607

    • No books and supplies stipend or housing allowance

      * Flight may be approved under chapter 33 if it is part of a degree program at an IHL

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Benefit payments
Benefit Payments

  • Tuition and Fees

  • Monthly Housing Allowance

  • Books and Supplies Stipend

  • Kickers/College Fund/”Buy-Up”

  • Yellow Ribbon Program

  • Miscellaneous Payments

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Chapter 33 effective date
Chapter 33 Effective Date

August 1, 2009

Chapter 33 benefits can be paid for training pursued on or after August 1, 2009. No payments may be made for training pursued before that date.

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Tuition and fees
Tuition and Fees

  • Established chargesmeans the actual charge for tuition and fees that similarly circumstanced nonveterans enrolled in the program of education are required to pay.

  • Fees means any 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. Fees include, but are not limited to:

    • health premiums,

    • freshman fees,

    • graduation fees, and

    • lab fees.

  • Fees do not include those charged for a study abroad course(s) unless the course(s) is a mandatory requirement for completion of the approved program of education.


Tuition and fees1
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 military’s federal tuition assistance.

  • Individuals not on active duty are eligible for the applicable percentage (based on aggregate active duty service) of 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 student is enrolled.

Note: Tuition and Fees payments are paid directly to the school

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Tuition and fees2
Tuition and Fees

  • An individual eligible for the 100% tier will have all tuition and fees* paid if he or she is—

    • Enrolled at a public institution;

    • In an undergraduate program; and

    • Charged in-State tuition and fees.

  • An individual at one of the 40%-90% tiers, enrolled as above, should receive 40%-90% of the charged tuition and fees*

    *Assumes the individual has months of entitlement available for the enrollment period


Tuition and fees3
Tuition and Fees

  • VA lists each State’s maximum amount of in-State tuition per credit hour on VA’s website

  • VA compares actual tuition charged per credit hour vs. maximum in-State tuition per credit hour and then pays the lesser amount

    EXAMPLE:Maximum in-State is $500 per credit hour. Joe is at the 100% tier for chapter 33. Joe’s school reports he is enrolled in 15 credit hours for Fall ‘09 semester and is charged $3,000 tuition.

    • Determine maximum: $500 x 15 = $7,500.

    • VA pays lesser amount: $3,000.


Tuition and fees4
Tuition and Fees

  • VA lists each State’s maximum fees per term (quarter, semester, or non-standard) on VA’s website

  • VA compares actual fees charged for term vs. maximum in-State fees per term and pays the lesser amount

    EXAMPLE:Maximum in-State fees is $1,000 per term. Joe’s school reports he was charged $900 in fees for Fall ‘09 semester.

    • VA pays lesser amount: $900

      Joe is eligible at 100% tier level (based on length of service), so his total T&F payment = $3,900 for Fall ’09.


Monthly housing allowance
Monthly Housing Allowance

  • Equivalent to the Basic Allowance for Housing (BAH) for an E-5 with dependents

  • Amount determined by ZIP code of the IHL where the student is enrolled (Student does not have to live in same ZIP code)

    • http://perdiem.hqda.pentagon.mil/perdiem/bah.html

  • Prorated based on the percentage of the individual’s payment tier (i.e.: 40% to 100%)

  • Active duty members, anyone training at ½ time or less, and those pursuing training solely by distance learning are not eligible for the monthly housing allowance

Note: Benefit payments are paid directly to the eligible person on a monthly basis.

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Books and supplies stipend
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 the percentage of the maximum benefit payable

  • Active duty members are not eligible

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Kickers college fund buy up
Kickers/College Fund/”Buy-up”

  • MGIB (ch30) or MGIB-SR (ch1606) kickers

    • Paid in lump sum to student each enrollment period based on rate of pursuit

    • Paid to spouses/children if they are using transferred benefits

  • New chapter 33 kicker

    • Not available yet

    • Will be paid with the monthly housing allowance

  • $600 buy-up does not transfer to ch33


Yellow ribbon program
Yellow Ribbon Program

  • Institutions voluntarily enter into an agreement with VA to fund tuition and fees costs above the highest in-state undergraduate tuition and fees

  • VA will match each additional dollar that an institution contributes toward an eligible student’s tuition and fees costs up to 50 percent of the difference between the student’s tuition benefit and the total cost of tuition and mandatory fees

  • Only individuals entitled to the 100 percent benefit rate (based on service requirements) may receive this funding

    • Individuals receiving transferred benefits from a service member may also be eligible for the Yellow Ribbon Program

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Yellow ribbon program1
Yellow Ribbon Program

  • VA will match each additional dollar that an institution contributes, up to 50% of the difference between the student’s tuition benefit and the total cost of tuition and fees

  • The combined amounts may not exceed the full cost of the school’s established charges

  • Payments will include student identification information and the semester, quarter or term the payment is covering


Miscellaneous payments
Miscellaneous Payments

  • 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

      NOTE: Payment issued directly to the student in a lump sum.

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Miscellaneous payments1
Miscellaneous Payments

Rural Relocation Benefit

One-time payment of $500 for individuals who reside in a county with six persons or fewer per square mile if individual

Physically relocates at least 500 miles, or

Travels by air to attend school if no other transportation exist

NOTE: Payments issued directly to the student in a lump sum

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Miscellaneous payments2
Miscellaneous Payments

Work-study

Individuals training at a rate of pursuit of at least 75% may receive work-study

Tutorial Assistance

Individual’s 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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Refund of contributions
Refund of Contributions

Available to category I participants only

A proportional amount of the basic $1200 contribution will be included in the last monthly housing allowance payment when chapter 33 entitlement exhausts.

Individuals will not receive a refund of contributions paid under chapter 30 if they—

Do not exhaust entitlement under chapter 33 or

They are not eligible to receive the monthly housing allowance when entitlement exhausts

Refund of $600 additional contribution is not authorized.

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Transfer of entitlement department of defense benefit administered by va

Transfer of EntitlementDepartment of Defense BenefitAdministered by VA


Transfer of entitlement
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 not eligible to transfer benefits as only the Secretaries above may offer transfer of benefits

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Transfer of entitlement1
Transfer of entitlement

  • To be approved to transfer member must—

    • Be in Armed Forces on 8/1/09, and

    • Have completed 6 years in the Armed Forces, and

    • Agree to serve 4 more years

  • DoD/DHS has authority to modify the number of additional years an individual must serve to be eligible to transfer benefits. DoD is developing their policy.

    • VA will post information about DoD’s policy on our GI Bill website when it becomes available


Transfer of entitlement2
Transfer of entitlement

  • An individual approved to transfer 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 transferor’s 15-year eligibility period is ended.

    • Not transfer benefits to a new dependent once the transferor is no longer a member of Armed Forces.


Transfer of entitlement3
Transfer of entitlement

Spouses—

  • May use after transferor completes 6 years in Armed Forces

  • Paid at transferor’s rate - Cannot be paid housing allowance or books and supplies stipend if the transferor is on active duty when the spouse is receiving benefits

  • Can, unless the transferor revokes transfer, continue to use benefits if divorced after the transfer

  • Can use benefits up to transferor’s 15-year eligibility period expires unless transferor specifies an earlier ending date

  • Under law, benefits are not marital property and are not subject to division in a divorce or other civil proceedings


Transfer of entitlement4
Transfer of entitlement

Children—

  • Must be transferred to an unmarried child who has not reached 18 years of age or, if in school, before child is 23 years of age

  • May use after transferor completes 10 years in Armed Forces

  • To commence training, child must have–

    • attained age 18; or

    • completed requirements of secondary school diploma (or equivalency certificate)

  • Receives veteran rate even if transferor is on active duty, including housing allowance & book stipend

  • May use until age 26 – even if transferor’s 15-year eligibility period ended

  • May continue to use benefits after marriage



Overpayment of benefits1
Overpayment of Benefits

  • The student is responsible for any overpayment incurred as a result of not completing courses.

  • In the event a student does not complete a course, schools should follow their established student refund policy.

  • School must make a refund or return payment to VA when students never attend classes for a certified period of enrollment

  • Bottom Line: Tuition and Fees payments are paid to the school on behalf of the student; overpayments for Tuition and Fees will be charged to the student.


Overpayment of benefits2
Overpayment of Benefits

  • VA will notify student about overpayment

  • Notifications will inform student of the overpayment amount and whom to contact to establish a repayment schedule.

  • VA’s Debt Management Center (DMC) will also send notification of the overpayment amount and handle collections

  • Transferor and individual using transferred entitlement are jointly liable for any overpayment.


References
References

  • GI BILL Website

    • www.gibill.va.gov

      • Sign up for FAQ updates!

      • Sign up for RSS feeds to be notified of any change on web page (orange block on page that says RSS)

  • GI Bill Call Center (VA staffed)

    • 1-888-GIBILL-1

  • Yellow Ribbon Mailbox

    • [email protected]

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