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VA Education Benefits MGIB Benefits Briefing Buffalo s Jurisdiction 14 Northeastern States District of Columbia Foreign Schools Charges Defined Established Tuition ... – PowerPoint PPT presentation

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Title: VA


1
VA Education Benefits
MGIB Benefits Briefing
2
Objectives
  • This presentation will provide
  • A brief overview of VA education benefits
  • Broader discussion on Post 9/11 GI Bill (Chapter
    33), relative to school specific concerns
  • An update to current Chapter 33 payment issues
  • (Information contained in this briefing was
    compiled from information provided by the Dept of
    Veterans Affairs and 38 CFR Part 21 Subpart P.
    Up-to-date information can be found at
    www.gibill.va.gov)

3
Buffalos Jurisdiction14 Northeastern
StatesDistrict of ColumbiaForeign Schools
4
Participants in VA Education Programs by Fiscal
Year (in thousands)
5
Eligibility Program Basics
6
VA Forms for Students
VA 22-1990 Application For VA Education Benefits
VA 22-1990t Application For Tutorial Assistance
VA 22-1995 Request Change of Program/Place of
Training VA-22-1990E Application for Transfer
of Entitlement Benefits VA-22-1990R Application
for VRAP Benefits Chapter 35 VA 22-5490
Application For Survivors And Dependents
Educational Assistance (also Fry
Scholarship) VA 22-5495 Request For Change Of
Program/Place Chapter 31 VA 28-1900
Application For Vocational and Rehabilitation
Benefits
7
  • Current Benefits Programs
  • Post 9/11 GI Bill (Chapter 33) / Transfer of
    Entitlement / John D. Fry Scholarship
  • MGIB-Active Duty (Chapter 30)
  • MGIB-Selected Reserve (Chapter 1606)
  • Reserve Education Assistance Program
    (Chapter 1607/REAP)
  • Dependents Educational Assistance (Ch 35/DEA)
  • VRAP
  • Vocational Rehabilitation Employment
    (Chapter 31/VRE)

8
Common Ground
  • Eligibility is based, in part, on type of
    military service and honorable discharge.
  • Up to 48 months of benefits.
  • Programs of study at training sites must be
    approved for VA benefits.
  • All degree programs at public and accredited
    non-profit schools are deemed approved for VA
    benefits.

9
Common Ground (continued)
  • Education Benefits may be used for
  • College courses leading to a degree
  • Business/technical/vocational courses leading to
    a certificate or diploma
  • Tests for a license or certification
  • Apprenticeship or OJT training
  • Foreign schools (degree program only)

10
Common Ground (continued)
  • Correspondence courses
  • Entrepreneurship courses
  • Flight Training (private pilot excluded)
  • Accelerated Pay (High Tech programs)
  • Reimbursement for National Exams
  • Tutorial assistance (if needed)
  • Top-up (active duty only)

11
  • Entitlement
  • The number of months and days of full-time
    benefits
  • an individual originally receives or has
    remaining.
  • Maximum of 36 months for MGIB programs / Post
    9/11 GI Bill (CH30 and CH33 entitlement may be
    extended to end of term).
  • DEA (CH35) provides 45 months, VRE (CH31) 48
    months.
  • Maximum of 48 months under any combination of
    programs (Example If a claimant used 36 months
    under MGIB chapter 30, they may use an additional
    12 months of CH 33 benefits).
  • Entitlement charged based on Training Time (Rate
    of Pursuit for CH33) and the actual period the
    student attended.
  • Entitlement was charged for all intervals between
    terms that were paid through 8/1/11.

12
How Is Entitlement Charged?
  • Full time Generally 12 or more undergraduate
  • credits per standard term
  • (commonly 4 courses _at_ 3 credits each )
  • Term Dates
  • Fall 08/25 thru 12/13 3 mos 19 days
  • Interval 12/14 thru 01/25 1 mos 10 days
  • Spring 01/26 thru 05/16 3 mos 21 days
  • Full time training without interval pay 7 mos
    10 days
  • (Interval pay ceased effective 7/31/2011)

13
Entitlement Charge cont.
  • Half time (or 50 ROP) 6 hrs per standard term
  • (generally 2 courses _at_ 3 credits each )
  • Term Dates
  • Fall 08/25 thru 12/13 1 mos 24 days
  • Interval 12/14 thru 01/25 0 mos 20 days
  • Spring 01/26 thru 05/16 1 mos 26 days
  • Half time training, no interval pay 3 mos 20
    days

14
  • Delimiting Date
  • The first day after a claimant's period of
    eligibility expires.  Benefits are not payable on
    or after the delimiting date.
  • Periods of eligibility vary by program.
  • CH1606, CH1607 and CH35 Delimiting Dates may be
    extended to the end of the term.
  • Delimiting Dates may be extended for a disability
    that prevented training.
  • Extended for additional active duty of 90 days or
    more.

15
Post - 9/11 GI Bill Eligibility Criteria And
Entitlement
16
Changes to the Post-9/11 GI Bill
As a result of Public Law 111-377 (Jan. 2011),
there were many changes to the Post 9/11 GI Bill
(Ch33). The broad changes affected the way
tuition fees are paid, eligibility
determinations, housing payments, etc. The
final regulations and processing procedures have
not yet been published. Information presented at
this time is subject to change. Updated
information can be found on the GI Bill website
at www.gibill.va.gov.
17
Active Duty Service Requirements
18
Ch33 Entitlement
  • In general, individuals remain eligible for
    benefits for 15 years from date of last discharge
    of at least 90 continuous days (30 days if
    disability). Active duty members maintain
    eligibility while on active duty.
  • Veterans receive a maximum of 36 months of
    benefits under CH33. (may extend to end of term)
  • Entitlement limited to no more than 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, unless none remains.

19
Transfer of Entitlement (TOE) Fry Scholarship
20
Transfer of Entitlement
  • DoD determines if an individual can transfer
    entitlement to one or more dependents
  • Dependents eligible to receive entitlement
    include spouses and natural, adopted, or
    step-children.
  • Transferees use entitlement in the same manner as
    the veteran. Changes to transferred entitlement
    can be made at any time by the veteran.
  • Eligibility percentage levels may change with
    additional active duty service.
  • Dependents file VAF 22-1990E to receive benefits.
  • Note The fact that DoD permitted a transfer of
    entitlement to occur does not guarantee Chapter
    33 benefits can be paid.

21
Transfer of EntitlementSpouses
  • Spouses receive benefits in the same manner as
    the transferor (cant receive housing payments if
    transferor is on active duty)
  • Period of eligibility is the same as the
    veteran 15 years from latest release from active
    duty
  • Transferred MGIB entitlement cannot be treated
    as marital property, is not subject to division
    in divorce or civil proceeding
  • Children
  • Child must have completed high school (or the
    equivalent) or reached 18 years of age. Child
    always receive benefits like as a veteran.
  • Entitlement not subject to the veterans 15 year
    delimiting date, but may not be used after
    reaching age 26.

22
John D. Fry Scholarship
  • Eligibility for children of an active duty member
    killed in the line of duty on or after September
    11, 2001.
  • Will receive tuition fees payments, monthly
    housing allowance and the books supplies
    stipend at the 100 rate. (No Yellow Ribbon)
  • All dependents receive 36 months of entitlement
    (not divided up from veterans entitlement like
    TOE)
  • Also eligible for Ch35 benefits, must elect one
    of the two
  • Dependents must file VA Form 22-5490 to receive
    benefits.

23
Yellow Ribbon Program
  • IHLs may voluntarily enter into an agreement with
    VA to allow the two parties to provide matching
    funds to cover a portion of the established
    charges above the annual cap for private schools
    or to cover the out-of-state portion of tuition.
  • Only veterans and their dependents entitled to
    the 100 percent benefit rate (based on service
    requirements) may receive this funding.
  • VA will match each additional dollar that an
    institution contributes toward an eligible
    students established charges, not to exceed 50
    of unmet allowable charges.
  • Effective this year, Yellow Ribbon contracts are
    open ended and remain in effect until school
    wishes to modify or terminate. Check website
    (www.gibill.va.gov) for information.

24
Post - 9/11 GI Bill Payments Changes
25
Post-9/11 GI Bill Benefit
Payments
  • Net Tuition and Fees Charged
  • Monthly Housing Allowance (MHA)
  • Books and Supplies Stipend
  • Kickers (also known as College Fund)
  • Licensing and Certifications Test, National Exams
  • Work Study
  • Tutorial Assistance
  • Refund of 1,200 MGIB Contribution
  • (All payments are subject to Eligibility Level
    Percentages.)

26
Charges Defined
  • Established Tuition Charges-
  • The actual tuition charge that similarly
    circumstanced non-veterans enrolled the program
    of education are required to pay.
  • Fees-
  • Any mandatory charges (other than tuition, room,
    board) applied for pursuit of an approved
    program
  • Study Abroad Fees are not payable under Ch33
    unless the courses are required for the degree
    program. Travel costs are never payable.

27
Tuition Fees Changes
  • Effective Aug. 1, 2011 for Veterans Their
    Transferees
  • Simplified tuition and fees rates for those
    attending public schools creates a national
    annual maximum rate for those enrolled in private
    schools
  • Pays all public school net in-state tuition and
    fees
  • Private school reimbursable costs are capped
    annually (Aug. 1st to July 31st) Training at
    less than half-time not counted toward cap
  • Yellow Ribbon Program remains for out-of-state
    charges and costs that exceed the private school
    cap.
  • Payments made based on Net Charges subject to
    proration based
  • on Eligibility Tier (i.e. 40 - 100)

28
Tuition Fees Changes
  • Net Charges
  • VA was previously considered First Payer for
    tuition and fees reporting purposes. Effective
    August 1, 2011, schools must report the net cost
    of tuition and fees after deducting
  • Any waiver of, or reduction in Tuition and Fees
    and
  • Any scholarship, or other Federal, State,
    institutional, or employer based aid that is
    provided directly to the school towards tuition
    and fees
  • Title IV Funds (Pell Grants and Federal Loans)
    are excluded from net charge assessments.
  • Effective July 2009, no VA education benefits
    can be considered when calculating EFC or as an
    outside resouce for Financial Aid purposes

29
2011-2012 Tuition Fees Cap
Eligibility Tier Max TF Payable/Year
100 17,500 90 15,750
80 14,000 70 12,250
60 10,500 50 8,750
40 7,000 In general, VA will pay the
lesser of the net TFs or the individuals
annual cap rate for all Ch33 students
30
2012-2013 Tuition Fees Cap
Eligibility Tier Max TF Payable/Year
100 18,077.50 90
16,269.75 80 14,462.00 70
12,654.25 60 10,846.50 50
9,038.75 40 7,231.00 In
general, VA will pay the lesser of the net TFs
or the individuals annual cap rate for all Ch33
students
31
Changes to the Post-9/11 GI Bill
  • Reporting Tuition and Fees
  • For each enrollment period, report actual net
    cost for tuition and fees to VA
  • Tuiton and Fees 5,000.00
  • School Veteran Tuition Waiver
    (500.00)
  • Private Tuition Scholarship
    (500.00)
  • NYS VTA Waiver
  • NYS TAP Waiver
  • Net Tuition and Fees
    4,000.00
  • Report report 4,000.00 to VA as the TFs for
    this term. If the student received any Title IV
    funds or assistance not specifically designated
    for the payment of tuition and fees No need to
    deduct from the amount reported to VA.

32
Restoring GI Bill Fairness Act Grandfather
33
Restoring GI Bill Fairness Act Grandfathering
Eligibility
  • The new legislation authorizes VA to pay more
    than 17,500 (or the appropriately reduced amount
    based on the students eligibility percentage) in
    tuition and fees under the Post-9/11 GI Bill for
    certain students attending private colleges and
    universities
  • To qualify for the increased payment (also
    referred to as the grandfathered tuition and
    fee amount), students must have been enrolled in
    the same college or university since January 4,
    2011, and have been enrolled in a program for
    which the combined amount of tuition and fees for
    full-time attendance during the 2010-2011
    academic year (Aug. 1, 2010 to July 31, 2011)
    exceeded 17,500.

34
Restoring GI Bill Fairness Act Grandfathering
Eligibility
  • Eligible students will receive the
    grandfathered rate for tuition and fees for all
    terms that begin before August 1, 2014, as long
    as they are continuously enrolled at the same
    institution. If they transfer to a different
    institution, even if its located in the same
    state, they will no longer qualify for the
    grandfathered rate.
  • School certifying officials will need to submit
    an enrollment certification or amended enrollment
    certification to VA with remarks stating Student
    eligible for restored rates to verify that the
    student was enrolled in that school since January
    4, 2011 and that the tuition and fees for
    full-time attendance in that program exceeded
    17,500 during the 2010-2011 academic year.

35
Restoring GI Bill Fairness Act of 2011 Tuition
Fees Rates
  • State Max Tuition Max Fees
  • New Hampshire 1003.75/credit 5,197.00
  • New York 1010.00/credit 12,293.00
  • Pennsylvania 934.00/credit 6,110.00

36
Monthly Housing Allowance (MHA) Books Supplies
Stipend
37
Monthly Housing Allowance (MHA)
  • Rate is equivalent to Basic Allowance for Housing
    (BAH) for an E-5 with dependents
  • Locality rate determined by zip code of the
    facility code of the IHL where the student is
    enrolled (www.gibill.va.gov).
  • Payment is prorated based on the students
    Eligibility Tier. (i.e. 40 to 100)
  • Effective 8/1/11, MHA will be prorated based on
    ROP, rounded to the nearest 10th.

38
Books Supplies Stipend
  • Maximum payment of 1,000 per year
  • 41.67 per credit hour (at the 100 rate)
  • Up to 24 credits in a single academic year
  • Lump sum payment (each quarter, semester or term
    attended) based on the number of credits
    originally certified for.
  • Prorated based on the Eligibility Percentage
    Level.
  • Active duty members (and TOE spouses of active
    duty members) are eligible effective 10/1/11)
  • Note Benefit payments are paid directly to
    the student.

39
Miscellaneous Payments
  • VA Work-Study
  • Eligible individuals pursuing training at ROP of
    at least 75 may receive work-study allowance.
    (3/4 TT)
  • Must perform veteran related work
  • Hourly wage is higher of state or federal minimum
    wage. (Non-taxable income.)
  • Tutorial Assistance
  • Must be training at ROP of at least 50
  • Amount payable cant exceed 100/month.
  • 1,200 lifetime maximum, no entitlement charge.

40
Rate of Pursuit (ROP) Equivalent Credit Hours
(ECH)
41
Rate of Pursuit (ROP)
  • The measure of training time obtained by dividing
    the number of credit hours (or clock hour
    equivalent) a student is enrolled in by the
    number of credit hours (or clock hour equivalent)
    considered to be full-time at the school (or what
    is considered Graduate Full-Time). The resulting
    percentage (rounded to the nearest hundredth)
    will be the individuals Rate of Pursuit.
  • Rate of Pursuit will determine the entitlement
    charged for an award period and will determine if
    the Monthly Housing Allowance will be paid (must
    be training at Rate of Pursuit greater than 50).
  • Greater than 50 ROP would normally be 7 or more
    credits taken during a standard semester (15-19
    weeks) or standard quarter (10-13 weeks).
  • Example
  • Student is taking 7 credits for a standard
    semester
  • ROP 7 / 12 .58 or 58
  • For Non-Standard term (or summer session), VA
    will calculate Equivalent Credit Hours (ECH) and
    use that to determine Rate of Pursuit.

42
ECH Calculation
  • To determine the Equivalent Credit Hours of a
    non-standard term
  • semester credits taken multiplied by 18 divided
    by number of weeks
  • quarter credits taken multiplied by 12 divided
    by number of weeks
  • (round up partial weeks if 4 days or more)
  • Example
  • Non-standard term dates June 1, 2010 to July
    27, 2010 _at_ 3 credits
  • Calculate term length 57 days / 7 8 weeks and
    1 day 8 weeks
  • Calculate ECH (sem school) - (3 cr x 18) / 8
    6.75 ECH
  • Calculate ROP 6.75 ECH / 12 (normal FT
    measurement) .56 or 56
  • MONTHLY HOUSING IS PAID at the 60 level
  • __________________________________________________
    __________________
  • Non-standard term dates June 1, 2010 to July
    27, 2010 _at_ 3 credits
  • Calculate term length 57 days / 7 8 weeks and
    1 day 8 weeks
  • Calculate ECH (qtr school) - (3 cr x 12) / 8
    4.5 ECH
  • Calculate ROP 4.5 ECH / 12 (normal FT
    measurement) .38 or 38
  • NO MONTHLY HOUSING IS PAID

43
Reporting to VA Enrollment, Changes, Probation
Graduation
44
Zero Tuition
  • If net tuition and fees are unknown, schools may
    report the term dates, actual credit hours, and
    enter 0.00 for these charges
  • This permits the students to receive timely
    housing and books supplies stipend payments
  • Also allows for financial aid to be resolved
    prior to submitting cert
  • MUST submit amended cert, effective FDOT to
    ensure accurate payment when net TFs are reported

45
Mini or Summer Terms
  • Summer Session A 05/15/2012 to 06/16/2012 _at_ 3
    cr.
  • Summer Session B 06/18/2012 to 07/20/2012 _at_ 3
    cr.
  • Summer Session C 06/18/2012 to 08/15/2012 _at_ 3
    cr.
  • Tuition Fees are billed for the entire summer
    session. Tuition
  • for the summer term is 5400. (600 per hour)
    Fees are 500.
  • --------------------------------------------------
    --------------------------------------------------
    --------------------------------------------------
    --------------------------------------------------
    ------------------------------------
  • Begin End Crs. Tuition Fees
  • 05/15/2012 06/16/2012 3 1800.00 166.67
  • 06/18/2012 07/20/2012 3 1800.00 166.67
  • 06/18/2012 08/15/2012 3 1800.00 166.66
  • By certifying as above, VA will issue payments
    that accurately reflect the cost of each term.
    (Critical for changes of status.)

46
Reporting Reductions and Terminations
  • The Certifying Official must notify the VA within
    30 days of discovery if one of the following
    occurs
  •     If the net charges change.
  • If the trainee withdraws from training.
  •    If the trainee does not progress
    satisfactorily according to approved standards
    and practices of your facility.
  •     When the trainee changes credit or clock
    hours of training, even during drop/add.
  • If the trainee receives non-punitive grades.
  • When the trainee graduates.


47
Debts Enrollment Change
  • If a student attends a portion of the term, but
    doesnt complete it as certified, schools should
    follow their established refund policy
  • For reductions, refunds should be given directly
    to the student. The fact the school refunded
    money has no bearing on the VA payment. VA will
    pay for the time attended. (Even during Drop/Add)
  • Refunds for partial attendance should be returned
    to VA in accordance with VA policy. (handout
    available)
  • The student is responsible for any debts incurred
    to VA as the result of a change in enrollment
    within a term.

48
Financial Aid Concerns
49
FAFSA Veterans
  • Veterans less familiar with Financial Aid
    process. If military path is chosen in high
    school, they likely dont participate in
    traditional college preparation
  • 1 day of active duty (Title 10) satisfies the
    definition of veteran.
  • If veteran status is not confirmed by VA data
    match, ask student to provide copy of DD214, then
    do a dependency override.
  • Eligibility criteria for Ch33 different from VTA

50
Financial Aid Issues
  • Effective July 2009, VA education benefits cant
    be considered when calculating EFC or COA for
    Federal Financial Aid purposes. This includes
    TFs payments, monthly housing payments, etc.
  • Ch33 payments to schools are not tuition specific
    funds and can be refunded to the student when
    appropriate.
  • If qualifying tuition specific funds are received
    after net TFs have been reported to VA, you must
    inform the School Certifying Official (SCO) at
    your school.
  • The SCO must then report an amended certification
    to VA. The amount in question will become school
    debt if VA payment has been made.

51
Vet Friendly Ideas
  • Waived application fees
  • Priority registration
  • Deferred tuition payments
  • Automatic established residency for veterans
  • Veteran organizations on campus
  • Remember that some gave all and all gave some

52
Available Resources
53

WWW.GIBILL.VA.GOV
54
Education Training Assistance
  • Visit the official VA education benefits site at
    www.gibill.va.gov
  • Call VA at 1-888-GI BILL-1
  • (1-888-442-4551)
  • NEW! Certifying Official Line
  • 1-855-225-1159
  • must be designated SCO provide facility code

55
School Certifying Official Handbook VA-Once
Flip Book (Find both in School Section at
www.gibill.va.gov)
56
Submit a Question
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section.
Need more information?
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questions. (One student per inquiry.)
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57
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