Hazlewood Exemption

1. Hazlewood Exemption Student-by-Student Year-End Report

2. Presentation Overview Hazlewood Exemption Database Report • Eligibility Requirements • Legacy Act • Default Loan Check • New Hazlewood Database Report • Data Structure • Header / Trailer • Data elements • Error Reports • Edit Checks • Accepted file

3. Eligibility Requirements for Veterans Veterans who: • Meet at least one of the following ‘time of entry’ requirements: • Entered service in Texas, • Declared Texas as Home of Record, or • Was a Texas resident • Served at least 181 days on activemilitary duty excluding training • Honorably Discharged or a General Discharge under Honorable Conditions • Reside in Texas (new recipients beg. fall 2011) • Not in default on state student loan The HE-V application should be completed by the veteran applying to use the Hazlewood Exemption. Hazlewood Exemption Database Report

4. Eligibility Requirements for Dependents of Disabled, Deceased, or MIA Veterans Must be child or spouse of a veteran who: • Was killed in action, • Became totally disabled for purposes of employability, or • Went missing in action Dependent children, spouse: • Veteran must meet at least one ‘time of entry’ requirement • Child/spouse must be TX resident • Child must be 25 years or younger (Effective fall 2011) • Each recipient may use up to 150 hours of the Hazlewood benefit Only the HE-D application needs to be completed by the children or spouse applying for their own benefit through the Hazlewood Exemption. Hazlewood Exemption Database Report

5. Legacy Act • Veterans may: • Re-assign hours to only one child at a time • Revoke hours from child • Transfer from one child to another child Assigning unused hours to an eligible child: • Biological, adopted, stepchild or claimed as veteran’s dependent • Child must be 25 years or younger on 1st day of semester • Child must be Texas resident • Must meet SAP When applying for the Legacy Act the applicant will need to submit both applications. • HE-V application • HE-D application Hazlewood Exemption Database Report

6. Loan Default Verification • The institution must confirm that the veteran, spouse, or child is not in default on an education loan made or guaranteed by the State of Texas. • Students w/loans thru HHCSLP – • Studentsshouldlogon to www.HHLoans.com to register, print confirmation of loan status, submit to the institution. • Students w/out loans thru HHCSLP – • Institutionsshould submit secure e-mail with attachment listing students to be verified. To request access, send a message to Hazlewood@thecb.state.tx.us to request setup. State student loan programs under Hinson-Hazlewood College Student Loan Programs (HHCSLP): • College Access Loan • Texas B-On-Time Loan • Stafford Loan (Sub & Unsub) • Health Education Loan Hazlewood Exemption Database Report

7. New Hazlewood Database Report • Enables accurate tracking and monitoring of Hazlewood hours used by veterans, spouses, and children, including Legacy students • Allows schools to report Hazlewood students directly to the database in “real time” • Enables schools to report retroactive awards and revisions • This report does not replace the information reported for Hazlewood students through the CBM001. Please continue to report Hazlewood students via the CBM001 report! Hazlewood Exemption Database Report

8. Header Record • Data Structure • @HHAZL######041120122012 Hazlewood Report @HHAZL######04012012 2012 Hazlewood Report @D111111111Bowie David R378596000011251986 2010158 @D222222222Deli Jason S765020000 11241969 2010109 @D333333333Santana Carlos A75224000013141987 2012116 @D444444444Ralph Lauren F660430000 11011989 2012112 @D555555555Snelling Jason W77856000011171988 2012512 @D666666666Travis Randy T78566410303101991 2012113 @D777777777Randolph Robert H77802000009181983 2012114 @D888888888Davis Henry R00000000005291991 2012115 @D999999999Bosworth Brian G77066242608131990 2013153 @D111111111Bowie David R378596000011251986 2010158 @D222222222Deli Jason S765020000 11241969 2010109 @D333333333Santana Carlos A75224000013141987 2012116 @D444444444Ralph Lauren F660430000 11011989 2012112 @D555555555Snelling Jason W77856000011171988 2012512 @TEOF00013 Sample Report Hazlewood Exemption Database Report

9. Data Structure Trailer Record Format • @TEOF00013 • (13 student records reported) @HHAZL######041120122012 Hazlewood Report @D111111111BowieDavid R3785960000112519862010158 @D222222222Deli Jason S765020000 11241969 2010109 @D333333333SantanaCarlos A752240000131419872012116 @D444444444Ralph Lauren F660430000 11011989 2012112 @D555555555Snelling Jason W778560000111719882012512 @D666666666TravisRandy T785664103031019912012113 @D777777777Randolph Robert H778020000091819832012114 @D888888888Davis Henry R000000000052919912012115 @D999999999Bosworth Brian G770662426081319902013153 @TEOF00013 Sample Report Hazlewood Exemption Database Report

10. Data elements 2 – 7 pertain to information about the recipient. Relevant for the hours reported Data elements 10 - 13 will identify the number of hours used and the value of the Hazlewood exemption. Data elements 18 – 23 pertain to information about the service member.

11. Data Elements 10 and 11 • Data Elements 10 -11: • Pertain to the number of hours that were covered by the Hazlewood Exemption when stacked with federal VA benefits that pay directly towards the cost of tuition and fees. • Ch. 33 Post 9/11 GI Bill • Ch. 31 Vocational Rehabilitation • Awards are Prorated when Hazlewood and Federal Hours Used • Hazlewood should be credited only with the share of the term’s charges that are paid for by the exemption when stacked with federal VA benefits. • Example: • Student takes 12 hours • Total tuition and fees = $1000 • Amount Exempted = $400 (HW hours used) • Hazlewood Hours = 400/1000*12 = 4.8 hours rounded to 5 hours. • Data Element # 10: Hazlewood Hours = 05 • Data Element # 11: Federal Hours = 07 Hazlewood Exemption Database Report

12. Data Element 15 • Recipient’s Dependency Status : • Hazlewood recipients do not have to be a dependent of the qualifying veteran in order to receive the Hazlewood Exemption. However, being a dependent on the veteran’s tax return is one way to qualify for a transfer of hours through the Legacy Act. • “Y” for yes for recipient reported as a dependent . • “N” for no,recipient not reported as a dependent. • Either answer will be accepted and will not hold up the certification of the file. Data Element 15: Indicates whether or not the Hazlewood recipient is reported as a dependent on the qualifying veteran’s taxes. Hazlewood Exemption Database Report

13. Data Element 24 Data Element 24: Indicates whether or not the service member meets at least one of the time of entry requirements. Data Element # 24: Y In order to be eligible, answer must be “Y” for yes. • Service Member Meeting Initial Time of Entry Requirement ? • In order to qualify for the Hazlewood Exemption the Texas veteran must meet at least one of the following time of entry requirements: • Enter into active duty service in Texas, • Designate Texas as their home of record at the time of entry into active duty, or • Be a Texas resident at the time of entry into the service. Hazlewood Exemption Database Report

14. Error Report THECB will send an e-mail to your institution’s generic e-mail address notifying you that an error report is ready to be retrieved from the “Texas_Grants_Output” directory. Errors will be listed at the bottom of each data record in the error report. A “warning” will be listed if the recipient’s SSN did not match with the CBM001 report. This warning will not keep the record from certifying! Hazlewood Exemption Database Report

15. Accepted Data File The record count at the bottom of the certification page indicates the number of student records that were certified in the report. Hazlewood Exemption Database Report

16. Thank you Texas Higher Education Coordinating Board Hazlewood@thecb.state.tx.us 1-800-242-3062 options 3, 5 (512) 427-6340