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The Post911 GI Bill U' S' Department of Veterans Affairs Implementation April 2009

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The New Post-9/11 GI Bill. Frequently Asked Questions. Other VA Education Benefits ... GI Bill Hotline: 1-888-GIBILL-1 (1-888-442-4551) Education Case Manager ... – PowerPoint PPT presentation

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Title: The Post911 GI Bill U' S' Department of Veterans Affairs Implementation April 2009


1
The Post-9/11 GI Bill U. S. Department of
Veterans Affairs Implementation April 2009
2
This Presentation will cover
  • Overview of the Post-9/11 GI Bill
  • Yellow Ribbon Program
  • VA Website and other resources

3
Post-9/11 GI Bill Effective Date
  • August 1, 2009
  • Post-9/11 GI Bill (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.

4
Post-9/11 GI Bill (Ch. 33)
  • Signed into law June 30, 2008
  • Provides educational assistance to individuals
    who served an aggregate of 90 days of active duty
    service after September 10, 2001 with honorable
    discharge.
  • OR
  • Served a minimum of 30 continuous days and was
    released for a service-connected disability

5
Post-9/11 GI Bill (contd)
  • Benefits are payable for training pursued on or
    after August 1, 2009 (no retro benefit will be
    paid for training prior to this date)
  • Benefits are determined by the length of active
    duty service
  • Benefits expire 15 years after last qualifying
    period of service
  • Benefits are paid for any program offered at an
    Institution of Higher Learning (IHL) and approved
    for Montgomery GI Bill benefits (MGIB)

6
Eligibility Criteria
Excludes time served in Basic Military Training
and/or Skill Training
7
Post-9/11 GI Bill Entitlement
  • Individuals will generally receive 36 months of
    benefits and
  • Limited to 48 months of combined benefits under
    educational assistance programs administered by
    VA.
  • NOTE Individuals transferring to the Post-9/11
    GI Bill from the Montgomery GI Bill (chapter 30)
    will be limited to the amount of remaining
    Chapter 30 entitlement.

8
Post-9/11 Elections
  • An individual who has met the requirements to
    establish eligibility under Chapter 33 and, as of
    August 1, 2009 is
  • Eligible for either Chapter 30, 1606, or 1607 or
  • A member of the Armed Forces and making the basic
    1200 contribution toward chapter 30 or
  • A member of the Armed Forces who previously
    declined to elect Chapter 30
  • Must make an IRREVOCABLE election to use
    benefits under Chapter 33.
  • Amended VA Form 22-1990
  • Application for VA Education Benefits


9
Refund of Contributions
  • A proportional amount of the basic 1200
    contribution will be included in the last monthly
    housing allowance payable when Chapter 33
    entitlement is exhausted.
  • Individuals who do not exhaust entitlement under
    Chapter 33 will not receive a refund of
    contributions paid under Chapter 30.
  • Refund of 600 additional buy-up contribution
    is not authorized.

10
Approved Programs
  • All programs approved under Chapter 30 and
    offered by an IHL.
  • Individuals who were previously eligible for
    Chapters 30, 1606, or 1607 may continue to
    receive benefits for approved programs not
    offered by IHLs (I.e., flight, correspondence,
    apprenticeship/on-the-job training, prep courses,
    and nationals tests.)

11
Payment Types
  • Tuition and Fees Charged
  • Monthly Housing Allowance
  • Stipend for Books and Supplies
  • Tutorial Assistance
  • Rural Benefit
  • Licensing Certification Tests
  • Yellow Ribbon Program

12
Tuition and Fees Payments
  • Individuals not on active duty are eligible for
    the applicable percentage (based on aggregate
    active duty service) of the lesser of (Paid
    directly to the school)
  • Tuition and fees charged or
  • Highest amount of tuition and fees charged for
    full-time, undergraduate training at a public IHL
    in the State the student is attending.
    (Determined by the State Approving Agency)
  • Active duty members generally receive 100 rate
    payable (minus tuition assistance (TA))

13
Example Tuition and Fees
SSgt Booker ABC University, Chattanooga, TN 22
months Aggregate time on active duty (eligible
for 70 of maximum benefit) 10,000 Cost of
tuition and fees (Private School) 8,000
Highest in-state undergraduate tuition in
Tennessee 8,000 x 70 5,600 (tuition fees
paid by VA)
 
14
How is the Rate of Pursuit Determined?
  • The rate of pursuit is determined by dividing the
    number of course (credit or clock) hours an
    individual is enrolled in by the number of course
    (credit or clock) considered to be full time at
    the IHL.

15
Examples of Rate of Pursuit
  • Example 1
  • Full time is 12 credit hours
  • Student is pursuing 7 credit hours
  • 7 / 12 .58 or 58
  • Student would be eligible for Housing
    Allowance
  • Example 2
  • Full time is 12 credit hours
  • Student is pursuing 3 credit hours in a
    non-standard
  • 5 week term. Equivalent Credit Hours is 10.8
  • 10.8 / 12 .90 or 90
  • Student would be eligible for Housing
    Allowance

16
Examples of Rate of Pursuit
  • Example 3
  • Full time is 12 credit hours
  • Student is pursuing 6 credit hours
  • 6 / 12 .50 or 50
  • Student would not be eligible for Housing
    Allowance
  • Example 4
  • Full time is 18 clock hours
  • Student is pursuing 10 clock hours
  • 10 / 18 .55 or 55
  • Student would be eligible for Housing
    Allowance

17
Monthly Housing Allowance
  • (Paid to student)
  • The monthly housing allowance is based on?
  • Basic Allowance for Housing (BAH) equivalent to
    an E-5 with dependents as determined by
    Department of Defense (DoD)
  • Rate of Pursuit also referred to as Training
    Time (must be greater than 50)
  • Amount determined by zip code of the primary IHL
    where the student is enrolled
  • http//perdiem.hqda.pentagon.mil/perdiem/bah.html
  • Prorated percentage of the maximum benefit
    payable (based on a 30-day month)

18
Monthly Housing Allowance (contd)
  • Individuals taking solely Distance Learning
    (on-line) courses are NOT eligible for the
    housing allowance.
  • Individuals enrolled in Distance Learning courses
    must take at least one in-residence course to be
    eligible for the housing allowance (gt50).
  • The housing allowance is based on the
    in-residence schools zip code.
  • Active duty members and anyone with Rate of
    Pursuit of 50 or less are not eligible for the
    monthly housing allowance.

19
Example Housing Allowance
  • The amount of housing allowance is multiplied by
    the percentage payable based on the individuals
    length of service.
  • Eligibility percentage 90 Rate of
    Pursuit 75
  • Enrollment period 08/14/09 to 12/14/09
  • Housing allowance based on school zip code
    1800
  • Amount of housing 1800 x .90 (90) 1620
  • Claimant would receive
  • 918 (54 per day x 17 days of 30 day month)
    08/14/09 to 08/30/09
  • 1620 per months of Sep, Oct, Nov
  • 756 (54 per day x 14 days) 12/01/09 to
    12/14/09

20
Books and Supplies Stipend
  • Up to a 1,000 per academic year (Paid to
    student)
  • Prorated based on percentage of maximum rate
    payable and credit hours taken
  • Prorated if rate of pursuit is 50 or less
  • Up to 24 credit hours in a single academic year
    (41.67 per credit hour)
  • Lump sum payment (each quarter, term or semester
    attended)

Active duty members are not eligible
21
Example Book and Supplies
  • Susan Doe
  • ABC University
  • Susan enrolls in 15 credit hours for the Fall
    Term, she is receiving 100 maximum rate payable.
    Susan will receive a lump sum payment of 625.05
    (41.67x15 credit hours625.05).
  • She enrolls in 12 credit hours for the Spring
    term. Susan is only eligible to receive the
    books and supplies stipend for 9 of the 12 credit
    hours. She can not exceed the maximum of 24
    credit hours in a single academic year. Her
    payment for the Spring term will be 375.03
    (41.67x 9375.03).

22
Rural Benefit
  • (Paid to student)
  • 500 ONE TIME payment
  • Determined by most recent census data of 6
    persons or less per sq. mile
  • Relocate at least 500 miles to attend school or
  • Travel by air to physically attend an IHL if no
    other land-based transportation exists
  • No entitlement charged

23
Other Payments
  • Chapters 30, 1606 Kickers Paid as a lump sum
    and based on the length of the term, quarter or
    semester and students Rate of Pursuit. Paid at
    the beginning of the term, quarter or semester.
  • Tutorial Assistance Up to 100 per month not to
    exceed a total of 1200.
  • Licensing or Certification Tests ONE TIME
    payment the lesser of the cost of the test or
    2000. No charge to entitlement.

24
Transfer of Entitlement (TOE) (Department of
Defense Program)
  • DoD will determine
  • Who is eligible to transfer benefits
  • Service requirements
  • Served at least 6 years in the Armed Forces and
  • Agrees to serve at least another 4 years
  • Qualifying spouse receives benefits the service
    member/veteran would receive (after 6 years of
    service)
  • Qualifying child always receives veteran benefits
    (after 10 years of service)
  • Benefits end at age 26, or when designated

25
Transfer of Entitlement (TOE) (Department of
Defense Program)
  • DoD determines eligibility for transferability
    and may, by regulation, impose additional
    eligibility requirements and limit the number of
    months transferable.

26
Overpayment of Benefits
  • VA will determine the amount of overpayment for
    an individual in receipt of Chapter 33 benefits
    for uncompleted courses?
  • VA will provide to students
  • Notification of overpayment
  • VA will collect the overpayment
  • The student is
  • Responsible for any overpayment incurred as a
  • result of not completing courses.
  • The veteran may (or may not) receive a refund
  • from the school
  • Schools should follow their established student
    refund policy.

27
Overpayment of Benefits (contd)
In most cases, overpayments will not be collected
during the due process period, which is 30 days
from the date of notification. Bottom Line
Tuition and Fee payments are paid directly to the
school on behalf of the veteran, overpayments for
Tuition and Fees will be charged to the veteran.
28
Yellow Ribbon Program
  • OVERVIEW
  • Who may qualify for Yellow Ribbon?
  • What is Yellow Ribbon?
  • IHL participation criteria
  • How Yellow Ribbon effects recipients

29
Yellow Ribbon Program
  • What is the Yellow Ribbon Program?
  • Yellow Ribbon Program is a benefit of the
    Post-9/11 GI Bill. The program allows VA to enter
    into agreements with IHLs, in which the school
    voluntarily agrees to waive a percentage of a
    veterans charged tuition and fees that exceed
    the maximum benefit payable.
  • VA matches each additional dollar that the
    institution contributes toward an eligible
    students tuition costs, up to 50 of the
    difference between the students tuition benefit
    and the total cost of tuition and mandatory fees.

30
Yellow Ribbon Program
  • Who may qualify for Yellow Ribbon ?
  • Veterans at 100 rate payable
  • Dependent children - TOE
  • Spouse of Veteran - TOE
  • Claimants tuition and fees must exceed the
    highest in-state course at a state college or
    university.

31
Yellow Ribbon Program
  • IHL participation criteria
  • Schools designated official must complete and
    sign the formal Yellow Ribbon Agreement for
    participation
  • Agreement must be received and accepted by VA at
    time specified
  • The IHL determines the dollar amount to be waived
    up to 50 of the unmet charges

32
Yellow Ribbon Program
  • IHL participation criteria (contd)
  • Reports and confirms number of participants
    annually
  • Students are automatically enrolled each
    subsequent term
  • School may amend agreement with VA
  • Participating schools names are accessible to
    public on VAs website
  • Periodically check website for updates

33
Yellow Ribbon Program
  • EXAMPLE How Yellow Ribbon effects recipients
  • Sergeant Smith
  • Post-9/11 eligible
  • 100 rate payable
  • Tuition exceeds highest in-state IHL at state
    school
  • Attending XYZ College
  • XYZ College tuition cost 20,000
  • Highest In-state undergraduate tuition 15,000
  • Without YR Sgt. Smith pays
    5,000

34
Yellow Ribbon Program
  • EXAMPLE How Yellow Ribbon affects recipients
  • Without YR - Sgt. Smith pays
    5,000
  • XYZ College participates in the Yellow Ribbon
    Program
  • School Agreement under YR 2,500 of tuition
    waived
  • XYZ College pays……………………...…2,500
  • VA matches School .............................2
    ,500

    5,000

  • - 5,000
  • With Yellow Ribbon Sgt. Smith pays 0.00

35
Yellow Ribbon Program
  • EXAMPLE How Yellow Ribbon affects recipients
  • Without YR - Sgt. Smith to pay
    5,000
  • XYZ College participates in the Yellow Ribbon
    Program
  • Agreement under YR 1,250 of tuition waived
  • XYZ College ………………………………1,250
  • VA matches School ..............................
    1,250

  • 2,500

  • - 5,000
  • With Yellow Ribbon Sgt. Smith pays 2,500

36
Websites
  • Education Service Home Page http//www.GIBill.va.
    gov
  • Information on
  • The New Post-9/11 GI Bill
  • Frequently Asked Questions
  • Other VA Education Benefits
  • Veterans Benefits Administration Home Page
    http//www.vba.va.gov
  • Go to Benefits and click on Vocational
    Rehabilitation and Employment

37
Other Resources
  • GI Bill Hotline 1-888-GIBILL-1 (1-888-442-4551)
    Education Case Manager
  • Other benefits 1-800-827-1000
  • Yellow Ribbon mailbox (yellow.ribbon_at_va.gov)

38

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