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The Post-9/11 GI Bill (Chapter 33 of Title 38 U.S.C.)PRESENTED BY CPT Jeremy Serafin
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1. This Bill is our country’s investment in the deserving men and women who have defended our nation since 9/11. It provides eligible veterans with tuition payments to assist in achieving a college education. In many instances, it allows members of the Armed Forces to transfer these benefits to dependents.
3. OVERVIEW Overview SlideOverview Slide
4. GI Bill: A Short History Each benefit had a maximum number of months you could receive.
For Chapters 1606, 30, 1607 and 33, there was a 36 month maximum for each GI Bill.
Soldiers who have more than one education benefit may combine them, however, they can never exceed more than 48 months in their lifetime.
48 months is the maximum amount of VA education benefits you may receive in your lifetime.
Each benefit had a maximum number of months you could receive.
For Chapters 1606, 30, 1607 and 33, there was a 36 month maximum for each GI Bill.
Soldiers who have more than one education benefit may combine them, however, they can never exceed more than 48 months in their lifetime.
48 months is the maximum amount of VA education benefits you may receive in your lifetime.
5. Determine GI Bill Remaining Entitlement The very first thing every Soldier must do is determine the number of months of entitlement used in all GI Bill programs. Department of Veterans affairs are the only agency who can provide accurate information on this.
Ask the VA “How many months have I used for each GI Bill Program?”
Viet Nam Era Chapter 34
VEAP Chapter 32
MGIB-SR Chapter 1606
MGIB AD Chapter 30
REAP Chapter 1607The very first thing every Soldier must do is determine the number of months of entitlement used in all GI Bill programs. Department of Veterans affairs are the only agency who can provide accurate information on this.
Ask the VA “How many months have I used for each GI Bill Program?”
Viet Nam Era Chapter 34
VEAP Chapter 32
MGIB-SR Chapter 1606
MGIB AD Chapter 30
REAP Chapter 1607
6. Eligibility Qualifying Title 10 active duty on/after 09/11/01 will be eligible for the Post-9/11 GI Bill if the individual—
Served 30 continuous days and was discharged due to a service-connected disability, or
Served for an aggregate period ranging from 90 days to 36 months. (**Payment Tier is based on aggregate Service)
Title 10 qualifying service gains 100% eligibility at 90 days of service; MUST complete 36 month tour to avoid recoupment
Active duty periods may begin at any time, however, only service on/after 09/11/01 can be used to establish eligibility. Eligibility Criteria: Federal Register Vol 74 No 60 dated 3/31/09 pg 14673
Individuals who served on “Qualifying Title 10 active duty” on/after 09/11/01 will be eligible for the Post-9/11 GI Bill if the individual—
Served at least 30 continuous days and was discharged due to a service-connected disability, or
Served for an aggregate period ranging from 90 days to 36 months. (**Payment Tier is based on aggregate Service)
Active duty periods may begin at any time, however, only service on/after 09/11/01 can be used to establish eligibility.
**Continuous verification process for TPU Soldiers until they hit 36 months of qualifying service.
Eligibility Criteria: Federal Register Vol 74 No 60 dated 3/31/09 pg 14673
Individuals who served on “Qualifying Title 10 active duty” on/after 09/11/01 will be eligible for the Post-9/11 GI Bill if the individual—
Served at least 30 continuous days and was discharged due to a service-connected disability, or
Served for an aggregate period ranging from 90 days to 36 months. (**Payment Tier is based on aggregate Service)
Active duty periods may begin at any time, however, only service on/after 09/11/01 can be used to establish eligibility.
**Continuous verification process for TPU Soldiers until they hit 36 months of qualifying service.
7. Ineligibility Criteria Ineligibility Criteria: Federal Register Vol 74 No 60 dated 3/31/09 pg’s 14654; 14672
Qualifying active duty does NOT include the following:
Title 32 AGR;
or
Service Academy Contract Period: This is the service obligation (normally 5 yrs) that follows commissioning from a service academy
or
AD ROTC MSO: This is the MSO for ROTC Commissioned Oficers into Active Duty only
Or
Active Duty SLRP: This is for the contract for Active Duty Student Loan Repayment Only
Ineligibility Criteria: Federal Register Vol 74 No 60 dated 3/31/09 pg’s 14654; 14672
Qualifying active duty does NOT include the following:
Title 32 AGR;
or
Service Academy Contract Period: This is the service obligation (normally 5 yrs) that follows commissioning from a service academy
or
AD ROTC MSO: This is the MSO for ROTC Commissioned Oficers into Active Duty only
Or
Active Duty SLRP: This is for the contract for Active Duty Student Loan Repayment Only
8. Determine Qualifying Service/Payment Tier Federal Register Vol 74 No 60 dated 3/31/09 pg 14672
To establish eligibility for the Chapter 33 Post-9/11 GI Bill, you MUST have qualifying Post-9/11 service to be eligible for this Chapter 33 GI Bill and/or to have transferability. That means only service on/after September 11, 2001 qualifies and you MUST look on your Title 10 orders to see if your Title 10 pay code matches one of those listed above on this slide.
All Post-9/11 Active Component service qualifies. For service in the Reserves or National Guard, if the pay code is anything other than Title 10 U.S.C. 688, 12301(a), 12301(d), 12301(g), 12302, or 12304; then it does NOT qualify.
Federal Register Vol 74 No 60 dated 3/31/09 pg 14672
To establish eligibility for the Chapter 33 Post-9/11 GI Bill, you MUST have qualifying Post-9/11 service to be eligible for this Chapter 33 GI Bill and/or to have transferability. That means only service on/after September 11, 2001 qualifies and you MUST look on your Title 10 orders to see if your Title 10 pay code matches one of those listed above on this slide.
All Post-9/11 Active Component service qualifies. For service in the Reserves or National Guard, if the pay code is anything other than Title 10 U.S.C. 688, 12301(a), 12301(d), 12301(g), 12302, or 12304; then it does NOT qualify.
9. Payment Tiers Federal Register Vol 74 No 60 dated 3/31/09 pg 14684
Post-9/11 GI Bill Reserve and Guard Specific EligibilityIdentify which payment tier you fall under based on total qualifying aggregate service.Title 10 Active Duty Soldiers with the right pay code gain eligibility at the 100% Tier upon completion of 90 days of their tour. Soldier MUST complete all 36 months of tour to avoid recoupment of any Chapter 33 payments Federal Register Vol 74 No 60 dated 3/31/09 pg 14684
Post-9/11 GI Bill Reserve and Guard Specific Eligibility
10. Eligibility Period While on Active Duty; or
15 years from date of last discharge; or
Release from Active Duty service of at least 90 consecutive days
10 Federal Register Vol 74 No 60 dated 3/31/09 pg’s 14674; 14675
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 Chapter 30 benefits;
Individuals with qualifying Post-9/11 service who have exhausted entitlement under chapter 30 may be eligible for up to 12 months of Post-9/11 GI Bill 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.
Federal Register Vol 74 No 60 dated 3/31/09 pg’s 14674; 14675
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 Chapter 30 benefits;
Individuals with qualifying Post-9/11 service who have exhausted entitlement under chapter 30 may be eligible for up to 12 months of Post-9/11 GI Bill 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.
11. Non-Title 10 Active Duty Tuition and Fees Individuals NOT on Title 10 active duty are eligible for the applicable tier payment percentage based on a tuition cap for each state and receive the lesser of:
Highest amount of tuition per credit hour and fees per term charged for full-time, in-state undergraduate student training at a public institution of higher learning; or
Tuition and fees charged
**This includes Title 32 AGR Soldiers who have a qualifying period of Post-9/11 service as Title 32 AGR Soldiers are NOT considered “Active Duty” for Chapter 33 purposes
Note: Tuition and Fees payments are paid directly to the school.
State maximum tuition rates can be found at: www.gibill.va.gov Please remember what is defined as active duty by the VA for this Chapter 33 benefit. (See slide 8)
Title 32 is NOT considered active duty for gaining eligibility for Chapter 33. They are also NOT considered active duty for receiving payments for Chapter 33.
Title 10 service other than Title 10 U.S.C. 688, 12301(a), 12301(d), 12301(g), 12302, or 12304; is also NOT considered “Active Duty” for gaining eligibility for Chapter 33. They are also NOT considered active duty for receiving payments for Chapter 33.
So, when a Soldier has prior qualifying service for Chapter 33 (Post-9/11 Prior Active Component, Title 10, or Mobilization Service as explained on slide 8), and their current duty status is now either Title 32 AGR, or Title 10 that does not qualify such as “12301(b), then he/she is paid as the non-Title 10 active duty payment. This means he/she may receive Tuition and Fees under the State Cap, the housing stipend and the books and supplies stipend.
Listings of the in-state public school undergraduate tuition maximums for each state may be found on the VA web site and these rates may change each academic year for each state.Please remember what is defined as active duty by the VA for this Chapter 33 benefit. (See slide 8)
Title 32 is NOT considered active duty for gaining eligibility for Chapter 33. They are also NOT considered active duty for receiving payments for Chapter 33.
Title 10 service other than Title 10 U.S.C. 688, 12301(a), 12301(d), 12301(g), 12302, or 12304; is also NOT considered “Active Duty” for gaining eligibility for Chapter 33. They are also NOT considered active duty for receiving payments for Chapter 33.
So, when a Soldier has prior qualifying service for Chapter 33 (Post-9/11 Prior Active Component, Title 10, or Mobilization Service as explained on slide 8), and their current duty status is now either Title 32 AGR, or Title 10 that does not qualify such as “12301(b), then he/she is paid as the non-Title 10 active duty payment. This means he/she may receive Tuition and Fees under the State Cap, the housing stipend and the books and supplies stipend.
Listings of the in-state public school undergraduate tuition maximums for each state may be found on the VA web site and these rates may change each academic year for each state.
12. Title 10 Active Duty Tuition and Fees Individuals on Title 10 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).
TA pays first!
**Individuals on Title 10 active duty are not limited to the highest in-state undergraduate tuition cap. (This includes their spouse as the spouse gets paid the same as the Title 10 active duty member)
Children ALWAYS get paid as a Non-Title 10 Active Duty member Those still on qualifying Title 10 active duty (as indicated on slide 8) and their spouse, will get 100% tuition and fees paid at ANY Institution of Higher Learning (Degree Producing School), to include private schools.
There is NO tuition and fee cap on the Active Duty Soldier and their Spouse, however, they receive no housing stipend or books and supplies stipend while the sponsor is active duty.
When we say “active duty”, for Chapter 33 purposes, that means “Title 10 U.S.C. 688, 12301(a), 12301(d), 12301(g), 12302, or 12304”. Those still on qualifying Title 10 active duty (as indicated on slide 8) and their spouse, will get 100% tuition and fees paid at ANY Institution of Higher Learning (Degree Producing School), to include private schools.
There is NO tuition and fee cap on the Active Duty Soldier and their Spouse, however, they receive no housing stipend or books and supplies stipend while the sponsor is active duty.
When we say “active duty”, for Chapter 33 purposes, that means “Title 10 U.S.C. 688, 12301(a), 12301(d), 12301(g), 12302, or 12304”.
13. Monthly Housing Allowance Equivalent to BAH for an E-5 with dependents.
Determined by ZIP code of the IHL where the student is enrolled
http://perdiem.hqda.pentagon.mil/perdiem/bah.html
**Prorated based on the individual’s payment tier (40% to 100%). 13 Federal Register Vol 74 No 60 dated 3/31/09 pg’s 14658; 14659
Federal Register Vol 74 No 60 dated 3/31/09 pg’s 14658; 14659
14. Attending more than ˝ time Eligible
Title 10 active duty Not Eligible
Training solely by distance learning are NOT eligible
Payments paid directly to the student
14 Monthly Housing Allowance Eligibility To receive this benefit, you MUST attend more than ˝ time. The school determines training time, so see the VA representative at the school to determine training time. As a general rule, 12 semester hours equals full time at most undergraduate programs. In this case, because the Law says you must attend “more than” ˝ time, you would have to take more than 6 hours (7 or more) to receive the housing stipend.
Blended training (1 or more hours in a classroom and the rest distance learning) is authorized to receive the housing stipend. Law prohibits you to receive the housing stipend if you are taking all courses by distance learning. To receive this benefit, you MUST attend more than ˝ time. The school determines training time, so see the VA representative at the school to determine training time. As a general rule, 12 semester hours equals full time at most undergraduate programs. In this case, because the Law says you must attend “more than” ˝ time, you would have to take more than 6 hours (7 or more) to receive the housing stipend.
Blended training (1 or more hours in a classroom and the rest distance learning) is authorized to receive the housing stipend. Law prohibits you to receive the housing stipend if you are taking all courses by distance learning.
15. 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 an individual’s payment tier
Title 10 Active duty members are not eligible 15 Federal Register Vol 74 No 60 dated 3/31/09 pg’s 14658; 14684; 14685
Federal Register Vol 74 No 60 dated 3/31/09 pg’s 14658; 14684; 14685
16. Yellow Ribbon Program and Schools Private Schools
Individuals entitled to the 100 percent payment tier may receive this funding
VA may match up to 50% of the amount above maximum State Tuition
Individuals interested in the Yellow Ribbon Program can find more information at www.gibill.va.gov or contact your school VA representative
16 Do NOT confuse with Family Support Yellow Ribbon Program. Check the VA web site to see which schools are participating. Then contact the VA representative at a participating school to ask information about their specific agreement with the VA and to see if there are still vacancies for additional students to participate in this program.Do NOT confuse with Family Support Yellow Ribbon Program. Check the VA web site to see which schools are participating. Then contact the VA representative at a participating school to ask information about their specific agreement with the VA and to see if there are still vacancies for additional students to participate in this program.
17. Transfer of Entitlement: Basic Eligibility
To be approved to transfer, a member must—
Be in Armed Forces on or after 8/1/09, and
Have completed at least 6 years in the Armed Forces, and
Not have an adverse action flag
Agree to serve up-to 4 years
DoD Exceptions
To transfer the Chapter 33 GI Bill, your dependent MUST be in DEERS.
Dependents drop out of DEERS at age 18 unless they entered directly into college. If they entered into college, they may remain in DEERS until age 23 as long as they remain in college.
Children who are not in DEERS will not be approved to transfer this Chapter 33 GI Bill.To transfer the Chapter 33 GI Bill, your dependent MUST be in DEERS.
Dependents drop out of DEERS at age 18 unless they entered directly into college. If they entered into college, they may remain in DEERS until age 23 as long as they remain in college.
Children who are not in DEERS will not be approved to transfer this Chapter 33 GI Bill.
18. Retirement Eligible Members 18
19. Transfer of Entitlement May transfer up to 36 months of benefits to spouse, child or children
May add, revoke or modify transferability benefits while serving in the Armed Forces
Retirees or separated service members cannot transfer benefits
can only revoke or modify existing transferred benefits
Once transfer is approved, dependent remains eligible until 26th birthday or when months of benefit are exhausted.
20. 2 STEP Benefit Transfer Process Once Steps 1 & 2 are completed and approval has been granted, this simply entitles the dependent to use the benefit.
NOTE: Steps 2a/2b are only needed if you need to extend. (See slide 21)
Dependent still MUST apply for the benefit using VONAPP / VA Form 22-1990e
School MUST also still verify the hours taken with the VA on 22-1999 (See VA Rep at School
See Process Slide near end of this presentation Once Steps 1 & 2 are completed and approval has been granted, this simply entitles the dependent to use the benefit.
NOTE: Steps 2a/2b are only needed if you need to extend. (See slide 21)
Dependent still MUST apply for the benefit using VONAPP / VA Form 22-1990e
School MUST also still verify the hours taken with the VA on 22-1999 (See VA Rep at School
See Process Slide near end of this presentation
21. 21
22. 22
23. 23 You MUST click every block on the left side.
You MUST click the “Edit” button under “Edit Dependent”You MUST click every block on the left side.
You MUST click the “Edit” button under “Edit Dependent”
24. Whatever date you use for “transfer end date” is when the VA will no longer pay that dependent.
26th birthday for children and 15 years from last honorable discharge for qualifying spouse are the maximum dates allowed. (If you are still on Active Duty, you can use 15 years from date of request as an initial “transfer end date” for the spouse)Whatever date you use for “transfer end date” is when the VA will no longer pay that dependent.
26th birthday for children and 15 years from last honorable discharge for qualifying spouse are the maximum dates allowed. (If you are still on Active Duty, you can use 15 years from date of request as an initial “transfer end date” for the spouse)
26. Complete Irrevocable Election Statement Clicking OK here is making an irrevocable election for Chapter 33, while also electing to transfer months of entitlement to your dependents.Clicking OK here is making an irrevocable election for Chapter 33, while also electing to transfer months of entitlement to your dependents.
27. Once you make your election through T.E.B., check back periodically on T.E.B. to see if your request is pending / approved / or denied
The NGB GI Bill Support Team is tasked as process managers of T.E.B. requests for all ARNG Soldiers to verify the Soldier qualifies to transfer their entitlement
Once a request is approved or denied, the NGB GI Bill Support Team will send confirmation via AKO e-mail to each Soldier. Soldiers MUST have and check their AKO e-mail to receive this update
This transaction updates the Department of Veterans Affairs Database.
Once you make your election through T.E.B., check back periodically on T.E.B. to see if your request is pending / approved / or denied
The NGB GI Bill Support Team is tasked as process managers of T.E.B. requests for all ARNG Soldiers to verify the Soldier qualifies to transfer their entitlement
Once a request is approved or denied, the NGB GI Bill Support Team will send confirmation via AKO e-mail to each Soldier. Soldiers MUST have and check their AKO e-mail to receive this update
This transaction updates the Department of Veterans Affairs Database.
28. Only required if you need to extend. (See slide 21)Only required if you need to extend. (See slide 21)
33. 33
39. Step 5: Apply for Chapter 33 Benefits Individuals may apply using VA Form 22-1990
Dependents apply using VA Form 22-1990e
All available supporting documents (DD214, Orders, etc) should be submitted 39
40. 40 File VA Form 22-1990/22-1990e Log On and follow the prompts.
Soldiers complete the VA Form 22-1990
Dependents complete the VA Form 22-1990eLog On and follow the prompts.
Soldiers complete the VA Form 22-1990
Dependents complete the VA Form 22-1990e
41. Application Helpful Hints Whether using the on-line application or the manual form, have school address, personal information and bank account routing number and account number on hand as you will need this information for the application.
Dependents should send in Sponsors supporting documents with their application.
Supporting documents for the Post-9/11 GI Bill are documents that verify service such as a DD214 or mobilization orders.
Failure to fully complete the application or submit supporting documents may result in a delay in application processing.
Department of Veterans Affairs is the final approving authority. 41
43. Summary
44. ARNG POC GI BILL Support Team
1-866-628-5999
Gibill@pec.ngb.army.mil
Program Manager
CPT Jeremy M Serafin
703-601-7907
Jeremy.Serafin@us.army.mil
45. References GI Bill Website
Federal Register Vol. 74, No. 60 / Tuesday, March 31, 2009 / Rules and Regulations
www.gibill.va.gov
GI Bill Call Center (VA staffed)
1-888-GIBILL-1