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U. S. Department of Veterans Affairs Education Service Washington, D.C.

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: Education Benefits Background Eligibility to the Post-9/11 GI Bill

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U. S. Department of Veterans Affairs Education Service Washington, D.C.

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  1. U. S. Department of Veterans AffairsEducation ServiceWashington, D.C. The Post-9/11 GI Bill (chapter 33 of title 38 U.S.C.)

  2. Objectives • This presentation will provide you with an overview of the following: • Education Benefits Background • Eligibility to the Post-9/11 GI Bill • Payments under the Post-9/11 GI Bill • Yellow Ribbon Program • Transfer of Entitlement • Overpayment of Benefits • Plans - Timeline

  3. Education Benefits Usage Rates Percentage of eligible persons who participated in an education benefit program

  4. VA Education Beneficiaries Number of participants in VA education programs (in thousands)

  5. Beneficiaries by Training Type

  6. Education Benefit Programs • Post-9/11 GI Bill (chapter 33) • Montgomery GI Bill—Active Duty (MGIB-AD, MGIB, or chapter 30) • Montgomery GI Bill—Selected Reserve (MGIB-SR or chapter 1606) • DoD program - VA administers for DoD • Reserve Educational Assistance (REAP or chapter 1607) • DoD program - VA administers for DoD • Post-Vietnam Era Veterans’ Educational Assistance Program (VEAP or chapter 32) • National Call to Service (NCS) • Dod program - VA administers for DoD • Survivors’ and Dependents’ Educational Assistance (DEA or chapter 35)

  7. Post-9/11 GI Bill Overview

  8. Post-9/11 GI Bill Eligibility An individual who served on active duty after 09/10/01 may be eligible for the Post-9/11 GI Bill if the individual— • Served for an aggregate period of at least 90 days. Exception: An individual discharged due to a service-connected disability after serving at least 30 continuous days on active duty after 9/10/01, may also be eligible. 8

  9. Eligibility Criteria *Excludes time in Basic Military Training and/or Skill Training 9

  10. Payment Tiers Calculating qualifying service to determine tier level— • Less than 24 months: Entry level training and skill training performed after 9/10/01 must be excluded from the total aggregate service. • At least 24 months but less than 30 months: VA must exclude entry level and skill training time to see if the individual qualifies at the 70% tier level. If so, VA must pay 70% instead of 80%. • At least 30 months of service: Entry level and skill training is included in total service.

  11. 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 chapter 30, 1606, or 1607. 11

  12. 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 12

  13. Eligibility Criteria • Be honorably discharged and placed on the retired list, temporary disability retired list, 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). 13

  14. Period of Eligibility Generally, individuals will remain eligible for benefits for 15 years from: • Date of last discharge from active duty service of at least 90 continuous days. If an individual establishes eligibility for the Post-9/11 GI Bill by aggregating multiple periods of active duty service of less than 90 days each, the individual will have 15 years from the last period of service used to meet the minimum service requirements for eligibility. 14

  15. Period of Eligibility EXAMPLE: John is a pilot in the Air Force Reserve with the following periods of 30+ days of call-up service: • 05/15/07 – 06/13/07 • 10/03/07 – 11/11/07 • 03/12/08 – 05/10/08 • 10/30/08 – 11/28/08 He meets the eligibility minimum requirement of 90 aggregate days of service during the 3/12/08 – 5/10/08 call-up. John is eligible through 5/10/23 (delimiting date is 5/11/23), 15 years after meeting the minimum service requirements for eligibility. He can only receive a new period of eligibility if he has a subsequent period of active duty service of at least 90 continuous days. 15

  16. Post-9/11 GI Bill Elections VA’s GI Bill website has some case scenarios to review to help individuals to compare VA benefit programs. When reviewing them, keep in mind that— • Each student’s situation is unique. • Case scenarios should be used as “things to consider” but not as hard and fast rules. 16

  17. 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) 17 17

  18. Things to Consider When Electing • If tuition is waived at your school (you are not charged), you are enrolled more than ½ time, and you are not on active duty or taking all of your classes online, then you should consider— • Whether or not the housing stipend for your school’s ZIP code is more than your MGIB, MGIB-SR, or REAP monthly amount (if you paid $600 for “buy-up,” include appropriate amount per month, up to $150 for full-time training). • If you are not eligible for the 100% tier (based on your length of service), reduce the amount of the monthly housing stipend by the appropriate percentage (40%-90%) and compare to MGIB, MGIB-SR, or REAP (include buy-up) monthly amount.

  19. Things to Consider When Electing • If tuition is waived at your school (you are not charged) and you are enrolled at exactly ½ time training, you should consider the following— • You are not eligible to receive a tuition and fees payment or the monthly housing allowance under chapter 33. • You will be able to receive the monthly rate payable for ½ time training (including an increase for the $600 buy-up, if applicable) under the program you are currently eligible for (MGIB, MGIB-SR, or REAP) if you do not elect chapter 33.

  20. Things to Consider When Electing If tuition is waived at your school and you are enrolled at less than ½ time, you should consider the following— You may receive a monthly payment for MGIB and/or MGIB-SR kickers under the program you are currently eligible for (MGIB, MGIB-SR, or REAP) if you do not elect chapter 33. You may receive a lump sum payment under chapter 33 for— MGIB and/or MGIB-SR kickers; and The books and supplies stipend. 20

  21. Things to Consider When Electing The ending date of your period of eligibility for your current benefit (e.g., 10 years for MGIB) and the ending date you would receive under chapter 33. Individuals will receive the same amount for MGIB and MGIB-SR kickers whether they receive a lump sum payment under chapter 33 or monthly payments under their existing program. 21

  22. Entitlement Generally, entitlement provisions under the Post-9/11 GI Bill are similar to those under other education benefit programs: • Individuals may receive up to 36 months of benefits; • If an individual’s entitlement exhausts during a quarter or semester, 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 benefits using a combination of programs. 22

  23. 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 more than one benefit program from receiving a maximum of 48 months of combined benefits. 23

  24. Entitlement EXAMPLE:Dave used 28 months of benefits under MGIB-SR (chapter 1606) before establishing eligibility under the Post-9/11 GI Bill. Because he may receive up to 48 months of benefits, he is entitled to 20 months of benefits under the Post-9/11 GI Bill. Maximum combined entitlement 48 months Used under MGIB-SR 28 months Available Post-9/11 GI Bill entitlement 20 months 24

  25. Entitlement EXAMPLE: Jamie previously established eligibility for the MGIB-AD and used 10 of 36 months of benefits. She establishes eligibility for the Post-9/11 GI Bill. The law limits her to the amount of her remaining MGIB-AD benefits. Therefore, she is entitled to 26 months of benefits under the Post-9/11 GI Bill. Original MGIB-AD entitlement 36 months Used MGIB-AD entitlement 10 months Available Post-9/11 GI Bill entitlement 26 months 25

  26. Entitlement EXAMPLE:Robert established eligibility for the MGIB-AD and used 14 of his 36 months of benefits. While in the Individual Ready Reserve (IRR), he was called to active duty and established eligibility for REAP. On August 1, 2009, he is eligible for MGIB-AD and REAP. If he elects to receive benefits under the Post-9/11 GI Bill in lieu of another benefit, the amount of entitlement he has will be determined based on his election. If Robert elects the Post-9/11 Bill in lieu of REAP, he is entitled to up to 34 months of Post-9/11 GI Bill entitlement: Maximum combined benefits 48 months Used REAP entitlement 14 months Available Post-9/11 GI Bill entitlement 34 months 26

  27. Entitlement EXAMPLE (cont.):If Robert elects the Post-9/11 Bill in lieu of MGIB-AD, his Post-9/11 GI Bill entitlement will be limited to his remaining MGIB-AD entitlement: Original MGIB-AD entitlement 36 months Used MGIB-AD entitlement 14 months Available Post-9/11 GI Bill entitlement 22 months Although his Post-9/11 GI Bill entitlement is limited to his remaining MGIB-AD entitlement, he will also remain eligible for REAP. He may use up to 12 months of benefits under REAP, thereby allowing him to receive a maximum of 48 months of combined benefits. 27

  28. 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 part of a degree program at an IHL. 28

  29. Benefit Payments • Tuition and Fees • Monthly Housing Allowance • Books and Supplies Stipend • Kickers/College Fund/”Buy-Up” • Yellow Ribbon Program • Miscellaneous Payments 29

  30. 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. 30

  31. 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.

  32. Tuition and Fees • Schools must report charged tuition and fees. • State benefits are governed by State law: • If State prohibits public IHL from charging student tuition (and/or fees), no charges should be reported to VA. • If State waives tuition (and/or fees) after the student is charged, tuition and fees should be reported to VA. • VA cannot consider financial aid or scholarships when determining a student’s payment. • Financial aid offices are responsible for determining if an individual remains entitled to aid or scholarships based on VA benefits. • VA does consider federal military tuition assistance (TA) when an individual requests “Top-Up”.

  33. 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 (TA). • 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 per credit hour and fees per term charged for full-time, undergraduate training at a public institution of higher learning in the state where the student is enrolled. Note:Tuition and Fees payments are paid directly to the school. 33

  34. 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, will receive 40%-90% of the charged tuition and fees* *Assumes the individual has months of entitlement available for the enrollment period

  35. Tuition and Fees • VA lists each State’s maximum amount of in-State tuition per credit hour on the GI Bill website • VA compares actual tuition charged per credit hour vs. maximum in-State tuition payable per credit hour and then pays the lesser amount EXAMPLE:Maximum in-State tuition rate 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 the Fall ‘09 semester and is charged $3,000 tuition. • Determine in-State maximum: $500 x 15 = $7,500. • VA pays lesser amount: $3,000.

  36. Tuition and Fees • VA lists each State’s maximum fees per term (for a quarter, semester, or non-standard term) on the GI Bill website • VA compares actual fees charged for term vs. maximum in-State fees per term and pays the lesser amount EXAMPLE (cont.):Maximum in-State fees rate is $1,000 per term. Joe’s school reports he was charged $900 in fees for the 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.

  37. Tuition and Fees Calculating tuition and fees payment if individual has less than 36 months of service: • Using previous example, except Joe is eligible for 50% tier • VA determined 100% tier payment is $3,000 for tuition and $900 for fees • 50% of those amounts is $1,500 for tuition and $450 for fees • Total due to Joe at 50% tier is $1,950 • VA pays $1,950 to school on behalf of Joe 37 37

  38. Tuition & Fees • Changes to VA-Once will allow schools to submit: • Tuition and Fees amounts separately. • The dollar amount the school will contribute for a student who is eligible to participate in the Yellow Ribbon program.

  39. Tuition & Fees Payment to Schools • Benefit payments made to the school will be direct deposited via Electronic Funds Transfer (EFT). • If EFT payment information is unavailable, payment will be sent to the school’s mailing address as currently on file in WEAMS. • Payments will include student identification information as well as the semester, quarter, or term the payment is covering. Very Important: It is critical that schools ensure their EFT data is current. If EFT data changes, it is imperative the schools notify VACO immediately.

  40. 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: Housing allowance payments are paid directly to the eligible person on a monthly basis. 40

  41. Monthly Housing Allowance • Individual does not have be paying rent, room and board, or mortgage to qualify • If a husband and wife are each eligible for chapter 33 and attending school more than ½ time, then each of them may be paid a separate monthly housing allowance • Three children living at home using transferred benefits could also each receive a monthly housing allowance

  42. Parent/Supplemental Schools • Parent/Supplemental School – Individuals will be paid based on enrollment at each school, even if in different states: • Tuition and fees paid to each school that submits enrollment certification • Monthly housing allowance paid based on primary school or based on where resident courses are being pursued

  43. 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 43

  44. Books and Supplies Stipend • Example: • If Susan enrolls in 15 credit hours for the Fall Term, she will receive a lump sum payment of $625.05 ($41.67 x 15 credit hours = $625.05) • During the Spring term she enrolls in an additional 12 hours. Susan is only eligible to receive the books and supplies stipend for 9 of the 12 credit hours, she can not receive payment for more than the maximum of 24 credit hours in a single academic year. Her payment for the Spring term will be $375.03 ($41.67 x 9 = $375.03)

  45. 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 chapter 33

  46. Yellow Ribbon Program • Only individuals entitled to the 100 percent benefit rate (based on service requirements) may receive this funding • Spouses and children using transferred benefits from a service member are also eligible for the Yellow Ribbon Program • IHLs may voluntarily enter into an agreement with VA to fund tuition and fees costs that exceed the highest in-state undergraduate tuition and fees for the State where the IHL is located 46

  47. Yellow Ribbon Program • VA will match each additional dollar that an IHL 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 IHL’s established charges. • Yellow Ribbon payments will be issued to the school on behalf of each student via EFT (or paper check if EFT information is not available). • Payments will include student identification information and the semester, quarter or term the payment is covering.

  48. Yellow Ribbon Program IHL must agree to: • Select eligible students on a first-come-first-served basis; • Provide contributions during current academic year and all subsequent years if student maintains satisfactory progress; • State maximum number of students for academic year; • State how contributions will be made (grant, scholarship, or other); • State yearly maximum dollar amount per student by specifying a dollar amount for each: • Student; or • Undergraduate, graduate, and/or doctoral student; or • Student enrolled in a specified college or professional school; • Provide maximum amount payable to student each term (not to exceed yearly maximum dollar amount for student).

  49. Yellow Ribbon Program • Yellow Ribbon paid as lump sum directly to school • Yellow Ribbon Information will be displayed in the Web-Enabled Approval Management System (WEAMS) or on the GI Bill website • Maximum Yellow Ribbon Payment information • Maximum number of participants at the school

  50. Yellow Ribbon Program • EXAMPLE: • IHL agreed to pay $1,000 during academic year for each Yellow Ribbon student. • Jim’s tuition and fees for Fall ’09 are $6,500. VA pays maximum in-State T&F of $4,000 under the basic Post-9/11 GI Bill benefit. • IHL’s Yellow Ribbon contribution is $1,000 and VA matches that amount, making a $1,000 payment to the school. Jim must pay remainder of $500. • Jim has used maximum contribution from school for academic year.

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