Transcript Document

Post 9/11 GI Bill, Chapter 33
Veterans Upward Bound at U.Mass Boston
100 Morrissey Blvd.
Boston, MA 02125
(617) 287-5870
www.veterans-ub.umb.edu
25 July 2008 with March 2009 updates
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Veterans
Benefits
The
Post-9/11
GI Bill
Administration
(chapter
33 of title 38 U.S.C.)
25 July 2008
with March 2009 updates
U. S. Department of Veterans Affairs
Education Service
Washington, D.C.
Recent Published DVA CH33 Rules
Federal Register, Part III, Department of Veterans Affairs, 38 CFR
Part 21, Post 9/11
GI Bill; Final Rule.
 Federal Register, Vol. 74, No. 60, Tuesday March 31, 2009,
Rules and Regulations.
 Go to page # 14671, Subpart P – Post 9/11 GI Bill.
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Objectives
This presentation will provide you with the following:
 An overview of the Post-9/11 GI Bill benefit
 An understanding of how this program differs from and impacts
other VA education benefits
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Post-9/11 GI Bill Effective Date
August 1, 2009
Post-9/11 GI Bill (chapter 33) benefits can be paid for training
pursued on or after August 1, 2009.
No payments may be made for training pursued before that date.
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Eligibility Criteria
Individuals who served on active duty after 09/10/01 will be
eligible for the Post-9/11 GI Bill if the individual —
 Served for an aggregate period ranging from 90 days to 36
months, or
 Served at least 30 continuous days and was discharged due to a
service-connected disability.
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Eligibility Criteria
Service Requirements
(after 9/10/01 an individual must serve an
aggregate of)
% of Maximum
Benefit Payable
At least 36 months
100%
At least 30 continuous days on active duty
(Must be discharged due to service-connected
disability)
At least 30 months, but less than 36 months
100%
At least 24 months, but less than 30 months
80%
At least 18 months, but less than 24 months
70%
At least 12 months, but less than 18 months
60%
At least 06 months, but less than 12 months
50%
At least 90 days, but less than 06 months
40%
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90%
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Eligibility Criteria
Qualifying active duty does not include the following:
 Title 32 AGR, NOAA, Public Health Service (PHS); or
 ROTC contract period under 10 U.S.C. 2107(b); or
 Service Academy Contract Period; or
 Service terminated due to an erroneous or defective enlistment; or
 Service used for loan repayment; or
 Selected Reserve Service used to establish eligibility under 30, 1606, or 1607.*
(see slide 16 for Chapter 33 election information)
* The inclusion of the reference to Chapter 1606 and the term “Selected Reserve”
in this section of the law are undergoing legal review.
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Eligibility Criteria
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 for further service in a reserve
component; or
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Eligibility Criteria
 Be discharged or released for EPTS (Existed Prior to Service),
HDSP (Hardship), or CIWD (Condition Interferes with Duty).
 Be honorably discharged and placed on retired list, temporary
disability retired list, or transferred to Fleet Reserve or Fleet
Marine Corps Reserve.
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Period of Eligibility
In general, individuals will remain eligible for benefits for
15 years from the date of last discharge or release from
active duty of at least 90 continuous days.
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Entitlement
Individuals will generally receive 36 months of benefits. However,
individuals are limited to 48 months of combined benefits under VA
educational assistance programs.
NOTE: Individuals transferring to the Post-9/11 GI Bill from the
Montgomery GI Bill – Active Duty (Chapter 30) will be limited to the
amount of remaining Chapter 30 entitlement (NTE 36 months of
benefits).
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Benefit Payments
 Tuition and Fees Charged
 Monthly Housing Allowance
 Stipend for Books and Supplies
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Tuition and Fees Charged
 Individuals are eligible for the applicable percentage (based on
aggregate active duty service) of the lesser of either—
 Tuition and Fees charged; or
 Highest amount of Tuition and Fees charged for full-time,
undergraduate training at a public Institution of Higher
Learning (IHL) in the State where student is attending
school.
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Monthly Housing Allowance
 Equivalent to BAH for an E-5 with dependents
– Amount determined by zip code of the IHL where the
student is enrolled
– Prorated based on the percentage of the maximum benefit
payable
– Active duty and anyone training at ½ time or less, and
those pursuing distance learning are not eligible for the
monthly housing allowance
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Books and Supplies Stipend
 Up to a $1,000 per year
 Paid proportionally for each quarter, semester, or term
attended
 Prorated based on the percentage of the maximum benefit
payable
 Active duty members are not eligible
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Yellow Ribbon Program
 IHLs may voluntarily enter into an agreement with VA to pay
established charges not covered under chapter 33
 VA will match each additional dollar funded by the school
 The combined amounts may not exceed the full cost of the
school’s established charges
 Only individuals entitled to the 100 percent benefit rate (based
on service requirements) may receive this funding
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Mass. IHL’s in Yellow Ribbon
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Northeastern University
Boston College
Amherst College
Emmanuel College
Harvard University
Merrimack College
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Wentworth Institute of Technology
Mt. Ida College
Regis College
Becker College
Quincy College
Suffolk University
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Chapter 33 Elections
An individual who has met the requirements to establish eligibility
under chapter 33 and, as of August 1, 2009 is
 Eligible for either chapter 30, 1607, 1606* or;
 A member of the Armed Forces and making the basic $1200
contribution toward chapter 30; or
 A member of the Armed Forces who previously declined to elect
chapter 30 must make an irrevocable election to use benefits
under chapter 33.
* The inclusion of the reference to Chapter 1606 in this section of the law is undergoing legal review.
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Refund of Contributions
 A proportional amount of the basic $1200 contribution will be
included in the last monthly housing allowance payment when
chapter 33 entitlement exhausts.
 Individuals who do not exhaust entitlement under chapter 33
will not receive a refund of contributions paid under chapter 30.
 Refund of $600 additional contributions is not authorized.
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Approved Programs
 All programs approved under chapter 30
and offered at an Institution of Higher Learning (IHL)
 Individuals who were previously eligible for chapter 30,
1607, or 1606 may continue to receive benefits for
approved programs not offered by IHLs (i.e. flight,
correspondence, APP/OJT, preparatory courses, and
national tests)
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Transfer of Entitlement
 DoD determines eligibility
 On or after August 1, 2009, DoD may allow an individual to elect
to transfer entitlement to one or more dependents if he/she—
– Has served at least 6 years in the Armed Forces; and
– Agrees to serve at least another 4 years in the Armed Forces
 Spouses may use transferred benefits after 6 years of service;
dependent children after 10 years.
 DoD may, by regulation, impose additional eligibility
requirements and limit the number of months transferable.
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References
 GI Bill Website (http://www.gibill.va.gov)
 Public Law 110-252, Supplemental Appropriations Act of
2008
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Counseling Tips
 Maximum of 48 months under combination of VA educational
Assistance programs
 Assess prior benefit eligibility and usage
 Assess CH33 benefit rate (40% - 100%)
– Will affect all three types of payment
 Assess impact of tuition assistance programs:
– Mass. National Guard 100% Tuition & Fee Reimbursement Program
– ARNG Federal Tuition Assistance ($4,500/year)
Counseling Tips
 Assess difference between BAH rate and payment rate of
previous GI Bill programs (CH30, CH1607, CH1606)
 Soldiers enrolled in non-IHL programs cannot use CH33
 CH33 may not be the best choice for actively drilling reservists
due to value of tuition assistance programs
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Questions?
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