Transcript VA Form 22-1999 Enhancements for the Post

Education Liaison
Representative
&
Education Compliance
Survey Specialist
Post - 9/11 GI Bill
Training
1
Training Objectives
At the conclusion of this training, you will be
able to:
• Understand the provisions of the Post-9/11 GI
Bill
• Explain the application process and reporting
requirements for the Post-9/11 GI Bill
• Provide training on the Post-9/11 GI Bill to
school certifying officials
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Overview
•
•
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•
•
•
•
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Eligibility and Entitlement
Elections
Benefit Payments
Transfer of Entitlement
Yellow Ribbon Program Agreements
Application Procedures
Reporting Procedures
Payments and Overpayments
Questions
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CHAPTER 33
ELIGIBILITY &
ENTITLEMENT
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Eligibility & Entitlement
Individuals eligible for ch33 must have served
on active duty after 09/10/01 for:
• A minimum of 90 aggregate days (excluding
entry level and skill training);
• At least 30 continuous days if discharged
for a service-connected disability.
Active duty members eligible on 90th day after
completion of entry level training.
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Eligibility & Entitlement
• Active duty service performed under title
10, U.S.C., is qualifying active duty service
for ch33
• Active duty periods may begin at any time,
however, only time served after 09/10/01
can be used to establish eligibility
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Eligibility & Entitlement
Excluded Service:
Initial entry level and skill training must be
considered when an individual has less than
30 months of active duty service unless:
All service is identified as Title 10 call-up
service
The individual has at least 12 months of
active duty service before 09/11/01
Exclude initial entry level and skill training
when applicable
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Eligibility & Entitlement
Service Requirements
(after 9/10/01 an individual
must serve an aggregate of)
% of Maximum
Benefit Payable
At least 36 months(1)
100
At least 30 continuous days on active duty
(Must be discharged due to service-connected
disability)
100
At least 30 months, but less than 36 months(1)
90
At least 24 months, but less than 30 months(1)
80(3)
At least 18 months, but less than 24 months(2)
70(3)
At least 12 months, but less than 18 months(2)
60
At least 6 months, but less than 12 months(2)
50
At least 90 days, but less than 6 months(2)
40
(1)
Includes entry level and skill training (2) Excludes entry level and skill training (3) If the service
requirements are met at both the 80 and 70 percentage level, the maximum percentage of 70 must be
applied to amounts payable
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Eligibility & Entitlement
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 and placed on retired list,
temporary disability retired list, or transferred to
Fleet Reserve or Fleet Marine Corps Reserve; or
• Be honorably discharged for further service in a
reserve component; or
• Be discharged early for
− Injury Existing Prior to Service (EPTS)
− Hardship (HDSP), or
− Condition Interfered with Duty (CIWD)
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Eligibility & Entitlement
Generally, individuals will remain eligible for
benefits for 15 years from:
• Date of last discharge; or
• Release from active duty service of at
least 90 continuous days.
If eligibility is based on aggregate service of
less than 90 consecutive days, the individual
will have 15 years from the last period of
service used to meet the minimum service
requirements for eligibility.
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Eligibility & Entitlement
Example 1
Mark Jones is a pilot in the Navy Reserve with the
following multiple 30-day periods of call-up service:
05/15/07 – 06/13/07
03/12/08 – 05/10/08
10/30/08 – 11/28/08
He meets the minimum service requirement for
eligibility effective 05/10/08, the date he completes
90 aggregate days of service
His period of eligibility expires 05/10/23, 15 years
after meeting the minimum service requirement for
eligibility
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Eligibility & Entitlement
• Individuals are generally entitled to 36 months
of benefits.
• Individual may not use more than 48 months
of entitlement under two or more programs.
• Individuals eligible for ch30, ch1606, or
ch1607, on 08/01/09 and on their election
date, must relinquish a benefit to receive ch33.
• Individuals eligible for more than one benefit
only have to relinquish one benefit to receive
ch33.
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Eligibility & Entitlement
Example 2
John Smith used 26 months of benefits under
ch1606. He establishes eligibility for ch33.
He may receive up to 48 months of VA benefits.
Therefore, he is entitled to 22 months of benefits
under ch33
Maximum combined entitlement
Used ch1606
Available ch33 entitlement
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48 months
26 months
22 months
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Eligibility & Entitlement
Exception
• Individuals who have used ch30 entitlement
and elect to relinquish ch30 to receive ch33
are only entitled to the number of
remaining months of ch30 benefits.
• This provision applies when an individual:
―
―
Is eligible for ch33 and ch30 on August 1, 2009
Elects to receive ch33 benefits in lieu of ch30
benefits
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Eligibility & Entitlement
Example 3
Lieutenant Jones previously established eligibility for
ch30 and used 10 of 36 months of benefits. He
elects to receive benefits under ch33.
The law limits him to the amount of entitlement
remaining under ch30. Therefore, he is entitled to 26
months of benefits under ch33.
Original ch30 entitlement
Used ch30 entitlement
Available ch33 entitlement
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36 months
10 months
26 months
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Eligibility & Entitlement
• An individual who exhausts ch30 prior to
electing ch33 may receive up to 12 months
of additional benefits.
• Ch30 entitlement must be exhausted prior
to the effective date of the election.
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Eligibility & Entitlement
Example 4
Captain Fisher used 34 of 36 months of
ch30 benefits. He plans to enroll for the Fall
2009 term and is considering electing
benefits under ch33.
How much entitlement will he have under
ch33?
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Eligibility & Entitlement
Answer 4
If Captain Fisher elects ch33 in lieu of ch30 for the Fall 2009
term, he will be entitled to 2 months of benefits under ch33. If
the Fall term is from August 15, 2009, through December 22,
2009, he will exhaust his benefits during the term, but is
entitled to an extension through the end of the term.
Original ch30 entitlement
Used ch30 entitlement
Available ch33 entitlement
36 months
34 months
02 months
Captain Fisher will receive 2 months of ch33 benefits, plus an
extension through the end of the term of 2 months and 7 days.
At the end of the term, he will have no remaining entitlement.
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Eligibility & Entitlement
Example 5
If Captain Fisher delays electing ch33 until Spring 2010 and uses
ch30 for the Fall 2009 term, he will still receive 38 months and 7
days of benefits through the end of the Fall term, but he will have
remaining entitlement.
Previously used ch30 entitlement
Used ch30 entitlement Fall 2009
Total ch30 used w/ extension
34 months 00 days
04 months 07 days
38 months 07 days
When Captain Fisher applies for ch33 in Spring 2010, he is not
eligible for ch30 and is, therefore, not electing ch33 in lieu of ch30.
As such, he is entitled to 48 months of combined benefits.
Maximum combined benefits
Total ch30 entitlement used
Available ch33
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48 months 00 days
38 months 07 days
09 months 23 days
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Eligibility & Entitlement
Individuals with future election dates may be
impacted by a change in enrollment.
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Eligibility & Entitlement
Example 6
Captain Fisher applied for ch33 in Fall 2009 with an
election date of January 17, 2010, the first day of the
Spring 2010 term. If he completes the Fall 2009
term as certified, he will use 38 months and 7 days
under ch30, and will therefore be entitled to 9
months and 23 days under ch33.
In November 2009, a VA Form 22-1999b, Notice of
Change in Student Status, indicates Captain Fisher
withdrew from training; his last date of attendance
was October 6, 2009.
What impact will this have on his ch33 entitlement?
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Eligibility & Entitlement
Answer 6
Based on the change in his enrollment, Captain Fisher will use
1 month and 22 days of his remaining ch30 entitlement through
his last date of attendance during the Fall 2009 term.
Previously used ch30 entitlement
Used ch30 entitlement Fall 2009
Total ch30 used
34 months 00 days
01 months 22 days
35 months 22 days
As a result, Captain Fisher’s ch30 entitlement is no longer
exhausted on his election date of January 17, 2010. Since he
has already made an irrevocable election, he is only entitled to 8
days of benefits under ch33.
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Eligibility & Entitlement
• Individuals are only limited to their
remaining ch30 entitlement if they have
used entitlement.
• Individuals who have not used entitlement
may receive up to 36 months under ch33.
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Eligibility & Entitlement
Example 7
Petty Officer Taylor established eligibility for ch30
and has 36 months of ch30 benefits. He has not
used any ch30 entitlement.
Petty Officer Swift established eligibility based on 20
months of active duty service with an early discharge
for CIWD. She is eligible for 20 months of ch30
benefits, and also has not used any ch30 entitlement.
If they elect to relinquish ch30 to receive benefits
under ch33, how much entitlement will they receive
under ch33?
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Eligibility & Entitlement
Answer 7
Both are entitled to 36 months under the
ch33.
Petty Officers Taylor and Swift have not used
any entitlement, therefore, they are not
limited to their remaining ch30 entitlement.
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Eligibility & Entitlement
Example 8
Mary Davis used 24 months of benefits under
ch1606, Mary also used 10 months of benefits under
ch30. She establishes eligibility for ch33.
Mary decided to relinquish her ch30 benefits to
receive ch33
How many months of ch33 benefits will Mary receive?
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Eligibility & Entitlement
Answer 8
Mary will be eligible for 14 months of ch33
benefits.
Maximum months entitlement
Ch1606 entitlement used
Ch30 entitlement used
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48 months
-24 months
-10 months
14 months
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CHAPTER 33
ELECTIONS
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Individuals eligible for one of the following
benefits on 08/01/09 may be required to
make an irrevocable election to receive
benefits under ch33:
• ch30
• ch1606
• ch1607
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• Active Duty members who have served
less then 24 months on active duty on
08/01/09 (entered active duty after
08/01/07) are not eligible for receipt of
ch30 and do not have to relinquish ch30
to receive ch33.
• Any benefit (ch30, ch1606, ch1607) for
which an individual establishes eligibility
after 08/01/09 will not have to be
relinquished to receive ch33.
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Individuals electing ch33 benefits will begin
receiving payment the later of:
• August 1, 2009 (when an earlier date or
no date is elected)
• Effective date of eligibility
• Effective date of election
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There are several factors individuals should
consider, including, but not limited to:
• Eligibility for Other VA Benefits
• Benefit Level
• Rate of Pursuit
• Other Financial Assistance
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Eligibility for Other VA Benefits
• Individuals who elect to receive ch33
benefits in lieu of ch30 benefits are
limited to their remaining ch30 entitlement
• The $600 Buy-up is not payable under
ch33
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Example 9
If Peter elects ch33 benefits in lieu of ch30 benefits for the
Fall 2009 term, he will be entitled to 2 months of benefits
under ch33. If the Fall term is from August 15, 2009,
through December 22, 2009, he will exhaust his benefits
during the term, but is entitled to an extension through the
end of the term.
Original ch30 entitlement
Used ch30 entitlement
Available ch33 entitlement
36 months
34 months
02 months
Peter will receive 36 months of benefits, plus an extension
through the end of the term of 2 months and 7 days. At the
end of the term, he will have no remaining entitlement.
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Example 10
Peter Piper served on active duty from July 15, 1999,
to July 14, 2002, and received an honorable
discharge. He used 34 of 36 months of ch30
benefits. He has qualifying active duty service from
September 11, 2001, to July 14, 2002, which also
establishes his eligibility for ch33.
He plans to enroll for the Fall 2009 term and is
considering electing benefits under ch33.
What impact will this have on his eligibility?
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Answer 10
If Peter delays electing ch33 benefits until Spring 2010 and uses ch30 for
the Fall 2009 term, he will still receive 38 months and 7 days of benefits
through the end of the Fall term, but he will have remaining entitlement.
Previously used ch30 entitlement
Used ch30 entitlement Fall 2009
Total ch30 used w/ extension
34 months 00 days
04 months 07 days
38 months 07 days
When Peter applies for ch33 benefits in Spring 2010, he is not eligible for
ch33 and is, therefore, not electing ch33 benefits in lieu of ch30 benefits.
As such, he is entitled to 48 months of combined benefits.
Maximum combined benefits
Total ch30 entitlement used
Available ch33
48 months 00 days
38 months 07 days
09 months 23 days
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• An individual who relinquishes eligibility under
ch30, ch1606, or ch1607 may receive benefits for
approved programs not offered by IHLs (i.e. flight,
correspondence, Apprenticeship/On-the-Job
Training, preparatory courses, and national tests)
• Individuals will be paid as if they are still receiving
benefits under the relinquished benefit, however,
their entitlement will be charged under ch33.
• The monthly housing allowance and the books
and supplies stipend are not payable
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Example 11
Melissa Morgan served in the Army from May 1, 2002
to April 30, 2005. Based on her service, she is eligible
for both ch33 and ch30.
She is using her benefits for the first time in Fall 2009
to enroll in a Computer Programming degree program
at Decatur Greater Community College. In addition to
the requirements for her degree program, Melissa
plans to take certification tests in CISCO and A++.
What should she consider when deciding whether or
not to elect ch33?
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Answer 11
Melissa is eligible for the 3-year rate under ch30 and the
maximum benefit level under ch33.
Although she will receive 100% payment of her tuition and fees,
since she is enrolled at a community college, that amount may
be less than the $1,321 per month she would receive under
ch30.
She should calculate the cost of her tuition and fees, the
applicable housing allowance and the total amount of her books
and supplies stipend and compare it to the total she would
receive under ch30.
Since Melissa initially plans to take more than one certification
test, she should also consider that she can only receive payment
for one test under ch33.
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• Individuals eligible at the maximum benefit
level may receive 100% of the benefits
payable
• All others receive a percentage based on
their length of service
• An individual enrolled at a public
institution will be responsible for the
difference between actual charges and the
percentage of benefits due based on their
length of service
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Example 12
Let’s remember Peter Piper who served on active duty
from July 15, 1999, to July 14, 2002. Based on this
service, he will receive $1,321 per month for full time
training under ch30.
His active duty service from September 11, 2001, to
July 15, 2002, also establishes his eligibility for ch33
at the 50% benefit level.
He plans to enroll full-time at a community college in
Georgia for the Fall 2009 term from August 15, 2009,
through December 22, 2009, and is considering
electing benefits under ch33.
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Answer 12
What is the difference in benefits he is eligible to
receive under both programs?
• If Peter elects ch33, he will receive 50% of his
tuition and fee charges, housing allowance and
books and supplies stipend based on his
benefit level
• If he continues using ch30 benefits, he will
receive $1,321 per month
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Example 13
•
•
•
•
The highest in-state tuition for Georgia is $203 per credit hour
The maximum fees per term for Georgia is $15,401
The housing allowance based on the school’s zip code is $1,208
The Fall term is from August 15, 2009 – December 22, 2009
Peter was certified as follows:
# Credit hours
12 credit hours
Tuition Charged
$1,200
Fees charged
$400
The charged tuition is $100 per credit hour, which is less than
the in-state maximum. The charged fees are also less than the
in-state maximum. Peter is entitled to the applicable percentage
of his total charges.
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Example 14
Ch33 Payment
Tuition and fees
Housing allowance
Books and supplies
Ch30 Payment
50% X ($1,200 + 400)
50% X ($1,208 /30) X 127
50% X (12 X $41.67)
($1,321/30) X 127
$800.00
$2,556.93
$250.02
3,606.95
$5,592.23
Peter will receive more money for his enrollment if he continues to
use his ch30 benefits.
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Rate of pursuit applies specifically to ch33, and is
similar to training time in other benefit programs.
It is calculated by dividing the number of credit
hours (or equivalent) being pursued by the
number of credit hours (or equivalent) that is
considered to be full-time at the specific
institution.
The resulting percentage is the individual’s rate of
pursuit.
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Individuals training at a rate of pursuit of more
than 50% are entitled to:
•
•
•
•
The applicable percentage of tuition and fees
Monthly housing allowance
Books and supplies stipend
Individuals training at a rate of pursuit of
50% or less (essentially ½ time or less) are not
entitled to the monthly housing allowance
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Example 15
Let’s consider Paul Simon, whose benefit level is 50%, however,
he is only enrolled for 6 credit hours.
•
•
•
•
The highest in-state tuition for Georgia is $203 per credit hour
The maximum fees per term for Georgia is $15,401
12 credit hours is considered full-time
The Fall term is from August 15, 2009 to December 22, 2009
Paul was certified as follows:
# Credit hours
6 credit hours
Tuition Charged
Fees charged
$1,800
$500
How will Paul’s payment be calculated?
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Answer 15
Ch33 Payment
Tuition
Fees
Books and supplies
Ch30 Payment
50% X ($203 X 6)
50% X $500
50% X (6 X $41.67)
($660.50/30) X 127
$609
$250
$125.01
$984.01
$2,796.12
Since Paul’s rate of pursuit is 50%, he is not entitled to the
monthly housing allowance. Paul’s total charged tuition and
fees are $2,300, however, he is only due $984.01 under ch33.
If he does not elect ch33, the amount he will receive under ch30
benefits will cover the cost of his tuition and fees.
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• Many states offer financial assistance to veterans enrolled at
public institutions. This assistance varies by state and may
include a full waiver of tuition and fees.
• Ch33 tuition and fee payments are calculated based on an
eligible individual’s charged tuition and fees.
-
If the waiver results in no tuition and fee charges, VA
cannot authorize a tuition and fee payment.
-
Individuals will still receive the monthly housing
allowance and the books and supplies stipend, if they are
otherwise eligible.
-
If tuition and fees are charged, but subsequently waived,
VA can authorize a tuition and fee payment. The
resulting funds can be released if not prohibited by state
regulations.
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Example 16
Olivia Grace has 14 months and 11 days of ch33 service (excluding
her initial entry level and skill training). She is eligible for ch1607
at the 60% rate and ch33 at the 60% benefit level. She is enrolled
in a degree program at Los Angeles County Community College.
•
•
•
•
California does not charge tuition at public institutions
The maximum fees per term for California is $6,586.54
12 credit hours is considered full-time
The Fall term is from 08/11/09 – 12/14/09 (124 days)
Olivia was certified as follows:
# Credit hours
8 credit hours
Tuition Charged
$0
Fees charged
$122
How will Olivia’s payment be calculated?
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Answer 16
Ch33 Payment
Tuition
Fees
Monthly housing allowance
Books and supplies
Ch1607 Payment
60%
60%
60%
60%
X
X
X
X
($0 X 8)
$122
($ 1956.0 X 124)/30
(8 X $41.67)
($396.30/30) X 124
$0
$73.20
$4,850.88
$200.02
$5,124.10
$1,638.04
Although the state of California does not charge tuition, it is to Olivia’s
financial advantage to elect to receive benefits under ch33.
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Example 17
Olivia has decided to only enroll in 6 credit hours. How will this
impact her payments?
Ch33 Payment
Tuition
Fees
Books and supplies
60% X ($0 X 6)
60% X $122
60% X (6 X $41.67)
$0
$73.20
$150.01
$223.21
At 6 credit hours, Olivia’s rate of pursuit is 50%, therefore, she is
not entitled to the monthly housing allowance. Her ch33
payment is $223.21. Her training time under ch1607 is still ½
time, therefore, her total ch1607 payment remains the same at
$1,638.04.
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• Individuals in the Armed Forces on
8-1-09 that may establish eligibility for
Transfer of Entitlement may wish to
elect to receive benefits under ch33.
• While on active duty, individuals and
eligible spouses are not limited to the
highest in-state tuition rates.
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Example 18
Corporal Pitt is on active duty and is enrolled in 6 credit hours at
Stanford University. The Department of Defense has approved
him for Transfer of Entitlement (TOE). His wife, Angelina, is also
enrolled at Stanford University and is enrolled in 12 credit hours.
Corporal Pitt has transferred 18 months of benefits to her.
Corporal Pitt was certified as follows:
# Credit hours
6 credit hours
Tuition Charged
$8,472
Fees charged
$1,317
Angelina was certified as follows:
# Credit hours
12 credit hours
Tuition Charged
$26,018
Fees charged
$2,856
How will their payments be calculated under ch33?
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Answer 18
• Individuals on active duty are not limited to the
highest in-state tuition rates.
• Both Corporal Pitt and Angelina are entitled to
full tuition and fee payments.
– Payment in the amount of $9,789 will be
issued to Stanford on behalf of Corporal Pitt.
– Payment in the amount of $28,874 will be
issued to Stanford on behalf of Angelina.
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Example 19
Florida Evans is eligible for the ch30 3-year
rate and is potentially eligible for ch33 at the
60 percent benefit level. She plans to attend
VA University Online, (Phoenix, AZ 85040)
full-time for the 2009-2010 academic year.
What should she consider before electing
benefits under ch33?
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Example 19
If Florida elects ch33, she will not be eligible to receive
a monthly housing allowance because she will not be
enrolled in any in-residence courses. She will be
eligible to receive 60 percent of the tuition and fees
charged (not to exceed 60% of the highest in-State
amounts) and $25.00 for books and supplies for each
credit hour she is enrolled in (not to exceed 24 credit
hours in an academic year).
If Florida decides to remain eligible under ch30, she
will receive $1321 for each full-month she is enrolled
in training full-time.
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Answer 19
Let’s imagine Florida’s School certified her as follows:
08/15/09 – 12/20/09 12 semester tuition $2400 fees $600
Highest in-State Tuition per credit hour is $490.14
Highest in-State Fees per term is $127.00
If ch33 –
Since Florida is eligible at the 60 percent benefit level, she would
receive $1440 for tuition and $127 for fees paid directly to the school.
She would also receive a books and supplies payment of $300. Her
total ch33 payments for the enrollment period equal $1867.
If ch30—
If Florida decided to remain eligible under ch30 she would receive
$5548.20 for the certified enrollment period.
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Example 20
If Florida was enrolled in one in-residence course she
would be eligible for the monthly housing allowance
under ch33. The monthly housing allowance payable
for the zip code of her school is $1,311. Since she is
eligible at the 60% rate, she would receive $786.60
each month of full-time training equaling $3,303.72
for her period of enrollment.
Florida would receive a total of $5,170.72 in total
payments under ch33. This is still lower than the
$5,548.20 she would receive under ch30.
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The ending date of your period of eligibility
for your current benefit (e.g., 10 years for
ch30) and the ending date you would receive
under ch33.
Note: A later period of qualifying active duty
service of 90 consecutive days or more will
extend an individual’s period of eligibility
under ch30, ch1606, or ch1607.
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CHAPTER 33
BENEFIT PAYMENTS
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Benefit Payments
Rate of Pursuit
• The measurement obtained by dividing the
number of credit hours pursued (including
distance learning, refresher, remedial and
deficiency hours) by the number of credit hours
considered to be full-time training at the
institution the individual is enrolled
• Equivalent credit hours (ECH) must be calculated
prior to determining rate of pursuit
• Institution must specify the full-time
measurement for all graduate level training
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Benefit Payments
Rate of Pursuit
• WEAMS includes full-time measurements for
undergraduate training
• Graduate training may vary by degree program,
therefore, the full-time measurement must be
requested if not provided by the institution
• An individual’s rate of pursuit is used to determine:
– Eligibility for the monthly housing allowance
– Entitlement charge
– Rate of pursuit differs from training time as it
is not used to prorate benefit payments
Exception: ch30 and ch1606 kickers
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Benefit Payments
Rate of Pursuit Example
Standard term:
Full time is 12 credit hours
Student is pursuing 8 credit hours
8 ÷12 = 0.66667
Rate of pursuit is 67%
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Benefit Payments
Rate of Pursuit
Non-standard term:
• Equivalent Credit Hours (ECH) must be
computed first
• ECH will be divided by the number of
credit hours considered to be full time at
the institution to determine the rate of
pursuit.
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Benefit Payments
Rate of Pursuit Example
Non-standard term:
Full time is 12 credit hours
Student is pursuing 3 credit hours over an
8-week semester
ECH = 6.75
6.75 ÷ 12 = 0.56000
Rate of pursuit is 56%
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Benefit Payments
Rate of Pursuit
Conversion of clock hours to credit hours
Step 1:
Divide the number of semester or quarter
hours required for full-time attendance by
the number of clock hours required for fulltime attendance
Step 2:
Multiply the result by the number of clock
hours in which the student is enrolled
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Benefit Payments
Rate of Pursuit Example
Conversion of clock hours to credit hours
Full time is 12 credit hours or 22 clock hours
Student is pursuing 6 clock hours
Step 1:
12 ÷ 22 = 0.54545
Step 2:
0.54545 X 6 = 3.27270
Credit hour conversion = 3.3
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Benefit Payments
• Individuals eligible for ch33 may be entitled to
multiple payment types;
• Each payment type will be calculated and issued
separately;
• An individual’s rate of pursuit may be considered
to determine eligibility and/or payment amounts;
• Payments for tuition and fees and the Yellow
Ribbon Program will be issued to the school on
behalf of the eligible individual;
• All other payments will be issued directly to the
eligible individual.
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Benefit Payments
•
•
•
•
•
•
•
•
Tuition and Fees
Yellow Ribbon
Monthly Housing Allowance
Books and Supplies Stipend
College Fund “Kickers” and Buy-up
Licensing and Certification Tests
Rural Benefit
Other Benefits
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CHAPTER 33
TUITION AND FEES
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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
• 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 and fees charged for
full-time, undergraduate training at a public
institution of higher learning in the state the
individual is enrolled.
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Tuition and Fees
Tuition is the actual established charges
for tuition that similarly circumstanced
non-veterans enrolled in the program of
education are required to pay.
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Tuition and Fees
Fees are defined as 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 and include, but are
not limited to:
•
•
•
•
Health premiums
Freshman fees
Graduation fees
Lab fees
Does not include study abroad course(s) unless the
course(s) is a mandatory requirement for completion
of the approved program of education.
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Tuition and Fees
• Institutions must report tuition and fees
separately on VA Form 22-1999, Enrollment
Certification
• A spreadsheet containing the highest in state
tuition per credit hour and the highest fees per
term is posted on the GI Bill website
• Tuition and fees payable are calculated separately
• VA compares actual tuition charged per credit
hour vs. maximum in-State tuition per credit hour
and then pays the lesser amount
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Tuition and Fees
Highest in state tuition and fee information is
available on the GI Bill website
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Tuition and Fees
To calculate tuition payable:
Tuition – Step 1
• Multiply the highest public in state
tuition charged per credit hour (obtained
from the GI Bill website) by the number
of credit hours enrolled
• This provides the maximum tuition
amount payable for that term, quarter,
or semester
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Tuition and Fees
Tuition – Step 2
• Compare the result from Tuition – Step 1
with the tuition reported by the
institution on the enrollment certification
• Pay the lesser of tuition reported by the
institution or the maximum rate payable
calculated in Tuition – Step 1
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Tuition and Fees
To calculate fees payable:
Fees – Step 1
• Determine the highest public in state fees
charged (obtained from the GI Bill website)
• This provides the maximum fees payable
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Tuition and Fees
Fees – Step 2
• Compare the result from Fees – Step 1
with the fees reported on the enrollment
certification
• Pay the lesser of fees reported by the
institution or the maximum rate payable
calculated in Fees – Step 1
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Tuition and Fees
To calculate tuition and fees payable:
• Add the tuition payable and the fees
payable
• Multiply the total tuition and fees
payable by the individual’s benefit level
• The result is the amount of tuition and
fees payable to the institution
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Tuition and Fees
Example 21
Status: Active duty
Benefit Level: N/A
Highest in state maximum charged per credit hour: N/A
Tuition Charged: $25,000
Fees Charged: $0
Number of hours enrolled: 12
Tuition Assistance: $0
Result:
Tuition and fee payment to the institution is $25,000
because the individual is on active duty.
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Tuition and Fees
Example 22
Status: Active duty
Benefit Level: N/A
Highest in state maximum charged per credit hour: N/A
Tuition charged: $25,000
Fees charged: $0
Number of hours enrolled: 10
Tuition Assistance: $2,500
Result:
($25,000 - $2,500 = $22,500)
Tuition and fee payment to the institution is $22,500tion and
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Tuition and Fees
Example 23
Status: Veteran
Benefit Level : 100%
Highest in state maximum charged per credit hour: $300
Highest in state fees: $3,000
Tuition charged: $18,000
Fees charged: $2,000
Number of hours enrolled: 12
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Tuition and Fees
Answer 23
Calculation:
Step 1 - Determine tuition cap
$300 X 12 = $3,600
Step 2 - Compare tuition
$3,600 vs. $18,000
pay the lesser: $3,600
Step 3 - Determine fee cap
$3,000 (Highest in state fees)
Step 4 - Compare fees
$3,000 vs. $2,000
pay the lesser: $2,000
Step 5 - Add and multiply by benefit level
$3,600 + $2,000 = $5,600
$5,600 x 100% = $5,600
RESULT: Tuition and fee payment to school is $5,600.
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Tuition and Fees
Example 24
Status: Veteran
Eligibility Percentage: 60%
Highest in state maximum charged per credit hour: $500
Highest in state fees: $200
Tuition charged: $5,000
Fees charged: $350
Number of hours enrolled: 12
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Tuition and Fees
Answer 24
Calculation:
Step 1 - Determine tuition cap
$500 X 12 = $6,000
Step 2 - Compare tuition
$6,000 vs. $5,000
pay the lesser: $5,000
Step 3 - Determine fee cap
$200 (Highest in state fees)
Step 4 - Compare fees
$200 vs. $350
pay the lesser: $200
Step 5 - Add and multiply by benefit level
$5,000 + $200 = $5,200
$5,200 x 60% = $3,120
RESULT: Tuition and fee payment to school is $3,120.
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CHAPTER 33
Yellow Ribbon Program
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Yellow Ribbon Program
• Institutions within the U.S. may voluntarily
enter into an agreement with VA to fund
tuition and fee costs that exceed the
highest public in-state undergraduate
tuition and fees
• Provides additional funding for:
– Training at private institutions
– Graduate training
– Out-of-state tuition
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Yellow Ribbon Program
Only individuals (including transferees)
entitled at the 100% benefit level may receive
this funding
• Individuals who served at least 30
continuous days on active duty, and
discharged due to service-connected
disability
• Individuals who served at least 36
months or more on active duty
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Yellow Ribbon Program
• VA will match each additional dollar that an
institution 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 school’s established charges
• Yellow Ribbon payments will be issued to the
school on behalf of each student via EFT
• Payments will include student identification
information and the semester, quarter or term the
payment is covering
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CHAPTER 33
Monthly Housing Allowance
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Monthly Housing Allowance
• A monthly payment equivalent to the
military Basic Allowance for Housing for a
servicemember in pay grade E-5 with
dependents
• Individuals on active duty are not eligible
for the monthly housing allowance
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Monthly Housing Allowance
• To be eligible for the monthly housing allowance,
individuals must be:
– Pursuing training at a rate of more than 50%
– Enrolled in at least 1 in-residence course
• Based on the school’s zip code:
– Primary institution if concurrently enrolled
– In-residence institution if program pursued
online
Note: In-residence training is defined in 38 CFR
21.4267(d) and (e)
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Monthly Housing Allowance
In-residence training for under graduate students defined
in 38 CFR 21.4267(d) as:
Undergraduate resident training. VA considers the following
undergraduate courses to be resident training.
(1)A course which meets the requirements for resident
institutional training found in §21.4265(f);
(2) A course which requires regularly scheduled, standard
class sessions at least once every two weeks and which has
a total number of class sessions equal to the number of
credit hours awarded for the course, times the number of
weeks in a standard quarter or semester, as applicable.
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Monthly Housing Allowance
In-residence training for graduate students is defined in 38 CFR
21.4267 (e) as:
Graduate resident training. VA considers a graduate course to be
resident training if the course:
(1) Is offered through regularly scheduled, conventional
classroom or laboratory sessions; or
(2) Consists of research (either on campus or in absentia)
necessary for the preparation of the student’s:
(i) Master’s thesis,
(ii) Doctoral dissertation, or
(iii) Similar treatise which is prerequisite to the degree being
pursued; or
(3) Consists of a combination of training as described in
paragraphs (e)(1) and (e)(2) of this section.
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Monthly Housing Allowance
Other courses not approved as inresidence training (including independent
study) are considered distance learning.
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Monthly Housing Allowance
Based on the ZIP code of the institution certifying the
individual if the individual is attending a branch
campus that does not have a separate facility code
Concurrent Enrollment:
• If the individual is enrolled in two or more
institutions, the monthly housing allowance will be
based on the primary institution’s ZIP code
• If the student is enrolled solely in distance learning
at the primary institution and is pursuing inresidence training at the supplemental institution,
the monthly housing allowance will be paid based
upon the supplemental institution's ZIP code
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Monthly Housing Allowance
• Calculated by multiplying the individual’s
benefit level by the full monthly housing
allowance
• For individuals in foreign institutions,
calculated by multiplying the individual’s
ch33 benefit level by the average monthly
housing allowance
Note: Foreign rate is an average of all BAH
rates
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Monthly Housing Allowance
• Interval payment procedures apply to the
monthly housing allowance
• Paid on the first of each month for
training during the prior month
• Monthly certification of attendance not
required
• Advance payment is currently not
available
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Monthly Housing Allowance
Housing
Allowance
information is
available in
WEAMS on the
“Issue and
Remarks” tab
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Monthly Housing Allowance
Calculation:
Step 1: Determine rate of pursuit
Step 2: If rate of pursuit is more than 0.50000 or
50%, housing allowance is payable
Step 3: Multiply the monthly housing rate by the
benefit level
Step 4: Calculate the monthly housing allowance
payable for the enrollment period based on
30-day months
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Monthly Housing Allowance
Example 25
Corporal Conners is enrolled for 10 credit hours at
Benedictine College for the period August 14, 2009,
to December 14, 2009. Benedictine College
considers 12 credit hours full-time.
He has 32 months and 27 days of qualifying Post9/11 active duty service.
Is he entitled to the monthly housing allowance? If
so, how much?
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Monthly Housing Allowance
Answer 25
Calculate the rate of pursuit to determine if the
monthly housing allowance is payable
Rate of pursuit:
10 ÷ 12 = 0.83333 or 83%
Since the rate of pursuit exceeds 50%, the monthly
housing allowance is payable
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Monthly Housing Allowance
Answer 25
Calculation:
• Based on the length of his active duty service, Corporal Conners’
benefit level is 90%
• The monthly housing allowance for Benedictine College is $1,742
• Amount of housing: $1,742 X 90% = $1,567.80 per month
08/14/09 –
09/01/09 –
10/01/09 –
11/01/09 –
12/01/09 –
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08/31/09
09/30/09
10/31/09
11/30/09
12/14/09
17
30
30
30
14
days
days
days
days
days
$888.42
$1,567.80
$1,567.80
$1,567.80
$731.64
105
Monthly Housing Allowance
Example 26
Sergeant Green is enrolled for 3 semester hours at
Seton Hall University for the period August 10, 2009,
to October 7, 2009. Seton Hall University considers
13 semester hours full-time.
He has 12 months and 18 days of qualifying Post9/11 active duty service.
Is he entitled to the monthly housing allowance? If
so, how much?
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Monthly Housing Allowance
Answer 26
Before calculating rate of pursuit, calculate ECH
ECH:
(18 X 3) ÷ 8 week term = 6.75000
Calculate the rate of pursuit to determine if the
monthly housing allowance is payable
Rate of pursuit: 6.75 ÷ 13 = 0.51923 or 52%
Since the rate of pursuit exceeds 50%, the monthly
housing allowance is payable
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Monthly Housing Allowance
Answer 26
• Based on the length of his active duty service, Sergeant
Green’s benefit level is 60%
• The monthly housing allowance for Seton Hall University
is $2,033
• Amount of housing: $2,033 X 60% = $1,219.80 per
month
08/10/09 – 08/31/09
09/01/09 – 09/30/09
10/01/09 – 10/07/09
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30 days
7 days
$853.86
$1,219.80
$284.62
108
Monthly Housing Allowance
Example 27
Commander Williams is enrolled for 3 semester
hours at Central State University for the period
August 25, 2009, to December 18, 2009. Central
State University considers 12 semester hours fulltime.
She has 4 years of qualifying Post-9/11 active duty
service.
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Monthly Housing Allowance
Answer 27
Calculate the rate of pursuit to determine if the
monthly housing allowance is payable
Rate of pursuit:
3 ÷ 12 = 0.25000 or 25%
Since the rate of pursuit is not more than 50%, the
monthly housing allowance is not payable
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CHAPTER 33
Books and
Supplies Stipend
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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 benefit level
• If the enrollment begins before 08/01/09, it is not
reduced based on a partial enrollment period
• Active duty members are not eligible
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Books and Supplies Stipend
Example 28
An individual eligible at the 80% benefit level enrolls
for 18 credit hours for the Fall 2009 term.
Calculation: $41.67 X 18 X 80% = $600.05
The individual enrolls for another 18 credit hours for
the Spring 2010 term.
How much is the payment for the books and supplies
stipend?
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Books and Supplies Stipend
Answer 28
Since the individual already received the books and
supplies stipend for 18 credit hours, he/she is only
eligible for an additional 6 credit hours
Calculation:
$41.67 X 6 X 80% = $200.02
NOTE: The total payment for the academic year is
$800.07, the applicable percentage of the maximum
books and supplies stipend based on the individual’s
benefit level
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Books and Supplies Stipend
Example 29
An individual at the 100% benefit level enrolls for 15
credit hours for the Fall 2009 term.
Calculation:
$41.67 X 15 X 100% = $625.05
The individual enrolls for 12 credit hours for the
Spring 2010 term.
How much is the payment for the books and supplies
stipend?
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Books and Supplies Stipend
Answer 29
Since the individual already received the books and
supplies stipend for 15 credit hours, he/she is only
eligible for payment for the books and supplies
stipend for an additional 9 credit hours.
Calculation: $41.67 X 9 X 100% = $375.03
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Books and Supplies Stipend
Example 30
An individual is enrolled for 6 credit hours in a summer
term from June 15, 2009, to August 15, 2009.
The individual’s benefit level is 100%.
In this case, the individual is eligible for the book and
supplies stipend for his/her enrollment as of
08/01/09.
Calculation: $41.67 X 6 X 100% = $250.02
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CHAPTER 33
College Fund Kickers
and Buy-up
118
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College Fund Kickers and Buy-up
MGIB-AD and MGIB-SR kickers
• Individuals eligible for a kicker under
another benefit may receive the kicker
under the Post-9/11 GI Bill
• Monthly kicker amount will be prorated
based on the individual’s rate of pursuit
• Payment issued in a lump sum directly to
the student
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College Fund Kickers and Buy-up
• Ch33 kickers
− Only payable if individual is entitled to a
monthly housing allowance
− Payment will be issued directly to the
student with the monthly housing
allowance
• $600 Buy-up is not payable under ch33
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CHAPTER 33
Licensing and
Certification Tests
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Licensing and Certification Tests
• Eligible individuals may be reimbursed for
one licensing or certification test
• Test must be approved for VA benefits
• Test must be taken on or after August 1, 2009
• Reimbursement may not exceed $2,000
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CHAPTER 33
Rural Benefit
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Rural Benefit
• One-time payment of $500 for individuals
who reside in a county with six persons or
fewer per square mile
– Physically relocates at least 500 miles,
or
– Travels by air to attend school if no
other transportation exist
• Payments issued directly to the student in
a lump sum
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CHAPTER 33
Other Payments
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Other Payments
Interval Payments
• Payment of the monthly housing
allowance may be authorized during
intervals
• Follows current interval payment rules
• Entitlement charged for interval
payments
• Students may request not to receive
interval payment to preserve entitlement
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Other Payments
Extending payment to end of term
• If individual exhausts entitlement during
the term, we can pay to the end of the term,
unless the individual exhausted 48 months
of benefits
• Spouses and children using transferred
entitlement are limited to 36 months of
entitlement; entitlement can not be
extended to the end of the term
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Other Payments
• Work-study
― Individuals training at a rate of pursuit of
at least 75% may receive work-study
• Tutorial Assistance
― Individuals training at a rate of pursuit of
at least 50% may receive tutorial assistance
― Amount payable cannot exceed $100 per
month
― Total amount payable cannot exceed $1,200
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Other Payments
Chapter 30 Refund
• Available to category I participants only
• Not available to individuals eligible for ch30 under category
III or IV (VEAP conversions or voluntary/involuntary
separations)
• A proportional amount of the basic $1,200 contribution will
be included with the last monthly housing allowance
payment when ch33 entitlement exhausts
• Individuals will not receive a refund of contributions paid
under ch30 if they:
―
Do not exhaust entitlement under ch33; or
―
They are not eligible to receive the monthly housing
allowance when entitlement exhausts
• Refund of $600 additional contribution is not authorized.
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CHAPTER 33
Relinquished Benefits
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Relinquished Benefits
Individuals who relinquish ch30, 1606, or 1607 to
elect ch33 are eligible to receive payment under the
relinquished benefit for certain programs that are not
approved under ch33.
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Relinquished Benefits
The following programs of education are not payable
under ch33:
• NCD programs not offered at an IHL
• Correspondence training programs not offered at
an IHL
• Flight training
• Apprenticeship and On-the-Job training
• National tests
Note: Accelerated payments are available for
programs at NCD institutions if they were payable
under the relinquished benefit
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Relinquished Benefits
• Benefits payable under this provision are paid
at the same rate as they would have been paid
under the relinquished benefit.
Rates include:
- Kickers
- $600 Buy-up
• Entitlement will be charged under ch33;
however, it will be calculated in the same
manner as it was under the relinquished
benefit.
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CHAPTER 33
Transfer of
Entitlement
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Transfer of Entitlement
• Only the following entities may authorize transfer
of benefits:
― Secretary of Defense (when the Coast Guard is
operating as a service of the Navy)
― Secretaries of Army, Navy, or Air Force
― Secretary of Homeland Security (for Coast
Guard)
• PHS/NOAA members are not eligible to transfer
benefits as only the Secretaries above may offer
transfer of benefits
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Transfer of Entitlement
• To be approved to transfer member must:
― Be in Armed Forces on 08/01/09, and
― Have completed 6 years in the Armed Forces,
and
― Agree to serve 4 more years
• DoD/DHS has proposed rules to address
situations when individuals cannot (by military
rules or retirement) serve 4 more years after
08/01/09.
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Transfer of Entitlement
Proposed Rules:
• Individuals eligible for retirement on 08/01/09 and
individuals with an approved retired date after 08/01/09
and before 07/01/10 may not be required to serve any
additional service
• Individuals eligible for retirement after 08/01/09, but
before 08/01/10, one year of additional service may be
required
• Individuals eligible for retirement between 08/01/10, and
07/31/11, may be required to serve an additional 2 years
of service
• Individuals eligible for retirement between 08/01/11, and
07/31/12, may be required to serve an additional 3 years
service
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Transfer of Entitlement
An individual approved to transfer benefits may:
• Transfer up to 36 months of benefits (unless
DoD/DHS restricts number of months an
individual may transfer).
• Transfer to spouse, child, or children in any
amount up to amount transferor has available
or amount approved by DoD/DHS.
• Revoke or modify a transfer request of any
unused benefits unless the transferor’s 15-year
eligibility period has ended.
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Transfer of Entitlement
• An individual approved to transfer benefits may:
―
–
Not transfer benefits to a new dependent once
the transferor is no longer a member of Armed
Forces.
Modify the number of months transferred
amongst dependents
• Liability
―
Transferor and individual using transferred
entitlement are jointly liable for any
overpayment of chapter 33 benefits
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Transfer of Entitlement
Spouses:
• May use after transferor completes 6 years in Armed
Forces
• Paid at transferor’s rate - Cannot be paid monthly
housing allowance or books and supplies stipend if the
transferor is on active duty when the spouse is receiving
benefits
• Can continue to use benefits if divorced, unless the
transferor revokes remaining entitlement
• Can use benefits up to transferor’s 15-year eligibility
period, unless transferor specifies an earlier ending date
• Not limited to highest in-State tuition and fee rates
while transferor in on active duty
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Transfer of Entitlement
Children:
• Entitlement must be transferred to an unmarried child who
has not reached the age of 18 or, if in school, before child is
23 years of age
• May use benefits after transferor completes 10 years in
Armed Forces
• Must have:
― reached age 18; or
― completed requirements of secondary school diploma
― (or equivalency certificate)
• Receives veteran rate, including housing allowance & book
stipend, even if transferor is on active duty
• May use until 26 years old even if transferor’s 15-year
eligibility period ended
• May continue to use benefits after marriage
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CHAPTER 33
Yellow Ribbon
Program Agreements
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Yellow Ribbon Program
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143
Yellow Ribbon Program
Institutions entering into a Yellow Ribbon Program
Agreement with VA are agreeing to:
• Provide contributions to eligible individuals on a
first-come, first-served basis for the current
academic year
• Provide contributions to eligible individuals for
the current academic year and all subsequent
years the individual is enrolled if the:
− Institution continues to participate in the
Yellow Ribbon Program
− Student maintains satisfactory progress
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Yellow Ribbon Program
• Limit contributions to funds under the unrestricted
control of the institution and specify the manner in
which contributions will be granted which may
include:
― Direct grant
― Scholarship
• The following cannot be used as the institution’s
contribution toward the Yellow Ribbon Program:
― Third party funds
― Title IV funds
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Yellow Ribbon Program
State the maximum number
of individuals to whom
Yellow Ribbon Program
contributions will be
provided in item 6
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Yellow Ribbon Program
State the maximum
annual dollar amount
that will be contributed
per individual in item 7
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Yellow Ribbon Program
Item 7a – Institution agrees to contribute up to the
same maximum annual dollar amount for all
individuals
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Yellow Ribbon Program
Item 7b
Institutions may limit contribution amounts and
totals by education level and may offer to contribute:
• To individuals at any or all education levels
• Different maximum annual amounts at any or
all education levels
• Different maximum number of individuals at
any or all education levels
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Yellow Ribbon Program
Item 7b
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Yellow Ribbon Program
Example 31
Gulf Shores University intends to offer Yellow Ribbon
Program benefits to graduate and doctoral students.
They intend to contribute Yellow Ribbon Program
benefits to up to 500 students as follows:
• Up to $2,000 per year for each graduate
student
• Up to $4,000 per year for each doctoral student
How should they complete their Yellow Ribbon Program
Agreement?
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Yellow Ribbon Program
Answer 31
To offer Yellow Ribbon Program contributions to all graduate and
doctoral students on a first come, first served basis, they should
report:
• 500 in item 6
• 0 or blank for each undergraduate student
• $2,000 for each graduate student
• $4,000 for each doctoral student
500
2,000.00
4,000.00
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Yellow Ribbon Program
Answer 31
To offer Yellow Ribbon Program contributions to 400 graduate and 100
doctoral students on a first come, first served basis, they should report:
• 500 in item 6
• 0 or blank for each undergraduate student
• $2,000 for each graduate student and 400 in the blank area next
to graduate student
• $4,000 for each doctoral student and 100 in the blank area next
to each doctoral student
500
2,000.00
4,000.00
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100
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Yellow Ribbon Program
Item 7c
Institutions may limit contribution amounts and totals
to specific colleges and/or professional schools
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Yellow Ribbon Program
Example 32
Pensacola College intends to offer Yellow Ribbon
Program benefits to all students enrolled in the School
of Law and the School of Pharmacy.
They intend to contribute Yellow Ribbon Program
benefits to up to 100 students as follows:
• Up to $7,000 per year for each Law student
• Up to $15,000 per year for Pharmacy student
How should they complete their Yellow Ribbon
Program Agreement?
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Yellow Ribbon Program
Answer 32
To offer Yellow Ribbon Program contributions to all students in the
School of Law and the School of Pharmacy on a first come, first served
basis, they should report:
• 100 in item 6
• $7,000 for each student enrolled in the School of Law
• $15,000 for each student enrolled in the School of Pharmacy
100
7,000.00
15,000.00
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School of Pharmacy
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Yellow Ribbon Program
Answer 32
To offer Yellow Ribbon Program contributions to 75 students in the
School of Law and 25 students in the School of Pharmacy on a first
come, first served basis, they should report:
• 100 in item 6
• $7,000 for each student enrolled in the School of Law/75
• $15,000 for each student enrolled in the School of
Pharmacy/25
100
7,000.00
15,000.00
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School of Pharmacy/25
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Yellow Ribbon Program
Items 7b and 7c
• Institutions may limit contribution
amounts and totals by education level
and may further limit to specific
colleges and/or professional schools
• Institutions should use separate
Yellow Ribbon Program Agreements to
report this to VA
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Yellow Ribbon Program
Example 33
Orlando Institute of Technology intends to offer Yellow
Ribbon Program benefits to all undergraduate students and
250 graduate students in the School of Engineering.
They intend to contribute Yellow Ribbon Program benefits
as follows:
• Up to $5,000 per year for each under graduate
student
• Up to $1,000 per year for Engineering student
How should they complete their Yellow Ribbon Program
Agreement?
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Yellow Ribbon Program
Answer 33
• They should submit separate Yellow
Ribbon Program agreements to cover their
graduate and undergraduate students
• They may denote all students by
indicating “ALL” “UNLIMITED” or 99999
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Yellow Ribbon Program
When submitting Yellow Ribbon Program
Agreements, institutions cannot:
• Report contributions per credit hour
• Limit contributions based on student status
– Part-time
– Traditional or non-traditional
– Day or evening
• Limit contributions based on degree
program/college major
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Yellow Ribbon Program
• Upon receipt of a valid Yellow Ribbon Program Agreement (VA
Form 22-0839), VA:
– Documented agreement information for posting on GI Bill
website
– Signed and returned agreement to institution
• VA had to receive signed agreements from interested
institutions by June 15, 2009
• A preliminary list of Yellow Ribbon Program participating
institutions was posted on the GI Bill website on June 1, 2009.
Final list will be posted on June 30, 2009
• Participating institutions should review and verify information
reported on their Yellow Ribbon Program
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Yellow Ribbon Program
Questions regarding Yellow Ribbon Program
Agreements should be submitted to the Yellow
Ribbon mailbox at [email protected]
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Yellow Ribbon Program
• VA-ONCE modifications will allow institutions to
certify Yellow Ribbon Program information on an
Enrollment Certification (VA Form 22-1999)
• Institutions should report tuition charged, fees
charged, and the maximum amount they are
willing to contribute per term
• VA will pay the lesser of:
– The amount of Yellow Ribbon certified
– The difference between the amount certified and
50% of the individual’s unmet tuition and fee
charges
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Application Procedures
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Application Procedures
• Individuals are encouraged to apply using VA
Form 22-1990, Application for Education Benefits
• The paper application and VONAPP forms available
on the GI Bill website contain ch33 information
• Individuals who previously applied for benefits
may use VA Form 22-1995, Request for Change of
Program or Place of Training
• A signature is not required in support of
applications for education benefits or applications
for a change of program or place of training
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Application Procedures
• Individuals should fully complete the application,
and provide election information if applicable
• Elections must include:
– The effective date of the election, which must
be on or after August 1, 2009;
–
–
The benefit the individual is relinquishing to
receive ch33 benefits; and
Acknowledgement that the election is
irrevocable.
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Application Procedures
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Application Procedures
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Application Procedures
• Streamlining procedures have been implemented to
expedite the ch33 election process
• VA may accept an application for ch33 as an election
effective August 1, 2009, if an individual:
– Is only eligible for one other benefit
– Is eligible for, but does not specifically request, a
benefit other than ch33
– Previously declined ch30 and is not eligible for
any other benefit
NOTE: VA will relinquish the benefit that pays the
least amount and notify the individual of the
relinquishment
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Application Procedures
• VA began accepting applications for Certificates of Eligibility
beginning May 1, 2009
− Veterans and servicemembers enrolling for Fall 2009
− VA will announce when applications for TOE will be
accepted
• Certificates of Eligibility
− Benefit level based on length of service, including Yellow
Ribbon for individuals at the maximum benefit level
− 15-year eligibility date for individuals not on active duty
− Number of months of entitlement
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Application Procedures
Example 34
Louis A. Smith served on active duty from September 15, 2002,
to September 14, 2006, when he received an honorable
discharge. His service meets the requirements for ch30,
however, he has never used benefits.
He plans to enroll in school for the Fall 2009 term. He submits
his application for ch33, and elects to relinquish his ch30
benefits.
What information will be provided in his Certificate of
Eligibility?
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Application Procedures
Answer 34
Relinquished benefit
information
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Application Procedures
Answer 34
• Entitlement and
delimiting date
• Benefit level
• Active duty service
period used to
establish eligibility
1461
• Yellow Ribbon, if
benefit level is 100%
and not on active
duty
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Application Procedures
Answer 34
You are responsible for ALL debts resulting from reductions or
terminations of your enrollment even if the payment was submitted
directly to the school on your behalf.
Claimant is responsible
for overpayment of
tuition and fees and
Yellow Ribbon Program
payments sent to the
school
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Reporting Procedures
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Reporting Procedures
• VA benefits are considered an entitlement and are not
reduced based on financial need
• Amounts reported to VA should be actual charges prior
to any reductions or financial aid
• Financial Aid offices are responsible for determining if an
individual remains entitled to state aid, scholarships or
other financial assistance based on receipt of VA benefits
– If a state prohibits a public IHL from charging a
student tuition (and/or fees), no charges should be
reported to VA
– If a state waives tuition (and/or fees) after the student
is charged, tuition and fees should be reported to VA
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Reporting Procedures
Revisions to the VA Form 22-1999, Enrollment
Certification, allow schools to report additional
information for ch33
• Yellow Ribbon Program information
• The number of credit hours taken via distance
learning
• Tuition
• Fees
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Reporting Procedures
• Yellow Ribbon Program amounts certified
should be the maximum amount the
institution is willing contribute per term
• VA will pay the lesser of the amount
certified or 50% of the unmet charges
• Institutions will track annual amounts
based on Yellow Ribbon Program
agreements
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Reporting Procedures
Existing procedures for certifying enrollments for
individuals on active duty in receipt of Tuition
Assistance apply to ch33
• Enrollment certifications should not be submitted
for courses paid in whole or in part by federal
military tuition assistance
• Individuals will submit Tuition Assistance forms
directly to VA
• Payment will be issued directly to the eligible
individual
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Reporting Procedures
Indicate individual will be
certified for the Yellow
Ribbon Program
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Reporting Procedures
• Indicate the number of
credit/clock hours pursued
• Hours should be entered
separately based on the type of
hours
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Reporting Procedures
Enter total
charged tuition
and total charged
fees
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Reporting Procedures
Enter the
maximum
amount the
school is
willing to
contribute for
the period
certified
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Reporting Procedures
Indicate full-time
measurement for
graduate level training
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Reporting Procedures
• Currently, tuition and fees are required fields in VA Once for
all education benefit programs
• Schools should report the full-time measurement for all
graduate level training in the “Remarks” section
• Additional changes to VA Once are scheduled for a
subsequent release:
– Tuition and fees will no longer be required for all
education benefit programs
– Schools will be able to report the full-time measurement
for ch33 graduate level training in the existing graduate
level training time field
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Reporting Procedures
• VA Once and other software applications will be
able to accept ch33 enrollment certifications as of
July 6, 2009
• Enrollment certifications received before
July 6, 2009, cannot be processed; schools will
receive a letter notifying them to submit an
amended certification on or after July 6, 2009,
containing the pertinent ch33 enrollment
information
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Reporting Procedures
• Options for ch33 have been added
to the benefit type drop down menu
– “33” should be used for ch33
individuals
– “33YELLOW” should be used if
institution is participating in
the Yellow Ribbon Program and
individual is being certified for
the Yellow Ribbon Program
• If “33YELLOW” is the benefit type,
Yellow Ribbon fields are available
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Reporting Procedures
• Enter the number of credit hours
pursued via distance learning
• Hours can be “0”
• Do not include hours reported under
“Credit”
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Reporting Procedures
Enter total charged
tuition and total
charged fees
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Reporting Procedures
• Field is required for benefit type
“33YELLOW”
• Entry must be greater than zero
• Indicate the maximum amount the
school is willing to contribute for the
term certified
NOTE: Modify benefit type on BIO page
to “33” when maximum annual
contribution amount has been certified
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Reporting Procedures
Indicate the full-time
measurement for graduate level
training
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Reporting Procedures
The certifications
printed from VA-ONCE
will include new fields
for distance learning,
tuition, fees and the
Yellow Ribbon
Program.
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Reporting Procedures
• Revisions to the VA Form 22-1999b, Notice of
Change in Student Status, allow schools to report
additional information for changes under ch33
• Schools should report ch33 changes involving no
training time change
• Schools should report the revised maximum
amount the institution is willing to contribute
toward the Yellow Ribbon Program for the period
certified
• For reductions, amount should be proportionate to
original amount certified
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Reporting Procedures
• Indicate the number of credit hours
before and after the adjustment
• Specify distance learning hours, if
applicable
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Reporting Procedures
Indicate the charged tuition
and fees for the courses
remaining after the reduction
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Reporting Procedures
• Indicate the revised
maximum amount the
school is willing to
contribute for the term
certified
• Reduced amounts
should be proportionate
to the originally certified
contribution amount
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Reporting Procedures
• Field is required for benefit type
“33YELLOW” and must be greater
than zero
• Indicate the revised maximum
amount the school is willing to
contribute for the term certified
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Reporting Procedures
The printed form will include the new fields and
the revised Yellow Ribbon amount
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Reporting Procedures
• VA plans to begin accepting Fall 2009 enrollment certifications
beginning July 6, 2009
− Advance payment will not be available
− Enrollment processing will begin in July 2009, however,
payments cannot be released before August 1, 2009
• VA will begin issuing payment transactions to the Department
of Treasury on August 1, 2009 for:
− Tuition and fees
− Yellow Ribbon, if applicable
− Books and supplies stipend
− College fund “kickers”
• Payments for the monthly housing allowance will be issued
beginning September 1, 2009
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Payments and
Overpayments
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Payments & Overpayments
• Tuition and fee and Yellow Ribbon Program payments
are issued to the school on behalf of the student
• 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 on file
in WEAMS
• Payments will include student identification
information as well as the semester, quarter, or term
the payment is covering
202
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Payments & Overpayments
• If a student attends a portion of the certified
enrollment period, yet does not complete
training, schools should follow their established
student refund policy
• If a refund is due, it should be issued to the
student
• Refunds for partial attendance should not be
returned to VA
• The student is responsible for any overpayment
of VA benefits incurred as a result of a change
in enrollment
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Payments & Overpayments
•
Six credit hour exclusion still applies to first
withdrawal or drop
•
If mitigating circumstances exist, student may be
due partial payment
― Tuition and fees (and Yellow Ribbon) prorated
through the last date of attendance for
complete withdrawals and end of the month for
reductions
― Housing allowance paid until end of month in
which drop or withdrawal occurred
• VA will calculate the amount of the overpayment of
ch33 benefits based on existing procedures for
reductions and terminations
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Payments & Overpayments
• If a student never attends any portion of the certified
enrollment period, schools should follow their
established student refund policy
• If a refund of a student’s out-of-pocket expenses is due,
it should be issued to the student
• The school is obligated to refund payments to the VA for
a student’s non-attendance (regardless of the established
student refund policy)
• Payments returned to VA must include the student
identification information as well as the quarter, term or
semester for which the payment was made
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Payments & Overpayments
• If a student does not complete a certified
enrollment period, the school may or may not
issue a refund
• If an overpayment is created, the student will be
responsible for making repayment
arrangements with VA’s Debt Management
Center (DMC) regardless of whether or not a
refund was received from the school
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Payments & Overpayments
If an individual is “called up” to active duty, VA
will restore entitlement if veteran does not
receive credit for course and will:
―
―
―
Not charge an overpayment for chapter 33
tuition and fees payment or Yellow Ribbon
benefits for the certified enrollment period
Not charge an overpayment of books and
supplies stipend for the enrollment period
Discontinue the monthly housing
allowance at the end of the month during
which the individual last attended
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Payments & Overpayments
• VA will notify student about overpayment
• Notifications will inform student of the
overpayment amount and whom to contact
to establish a repayment schedule
• DMC will also send notification of the
overpayment amount and provide due
process rights
• Overpayments are collected by DMC
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Payments & Overpayments
• In most cases, overpayments will not be
collected during the due process period, which
is 30 days from the day of notification
• Students with existing overpayments may
attend school; however, their benefit payments
will be withheld until the overpayment is
collected
• Overpayments will be collected from the “next”
payment, including tuition and fees and Yellow
Ribbon Program payments
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Questions
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