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Memorandum for Soldier of the Month

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Memorandum for Soldier of the Month
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Memorandum for Soldier of the Month document sample

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1/19/2012





Disclaimer: This is a "decision helper" not a "decision maker" Counselors log in at:



Name: Last 4: Unit: https://pki.dmdc.osd.mil/TEB_SR

Fill in the yellow blocks (date format = yyyy(dash)mm(dash)dd 2008-10-29)

Trans Req Date: 2009 08 05 Years of Service at Application: 7 Soldiers wanting to transfer:

Beginning Date of https://www.dmdc.osd.mil/TEB/

Qualifying Service: 2002 07 11

(If NO IRR time or SLRP, use PEBD)

Rule that Applies: Rule 1 Request Disapproved

BASD: 2002 07 11 Date Reach 20 years: 2022 07 11 References:





ETS: 2011 06 21 SRR (years): 4 RCPs: Memo Cover

Obligation Start Date: 2009 08 05 PVT-PFC 8 SFC 26

Indef (Y/N): n Obligation End Date: 2013 08 04 SPC/CPL 10 SFC(P) 29 Implementation Policy

Needs to Reenlist/Extend SPC/CPL(P) 15 MSG/1SG 29

RCP Years: 15 SGT 15 MSG/1SG(P) 32 Quick Reference

SGT(P) 20 SGM/CSM 32

EOM (for Indef): N/A SSG 23 FAQ

Needs an additional: 2 year(s), 1 month(s), 14 day(s) SSG(P) 26

RCP: 2017 08 09

Troopers that came in on with the Student Load Repayment Program--The first three years of that contract DO NOT COUNT for eligibility



Additional Service Obligation (Army Policy) Additional Service Obligation (Army Policy)

WHO IS ELIGIBLE TO TRANSFER Verifying Qualifying Service

(ACTIVE DUTY)

• Eligible for Post 911 GiBill Benefits {Assumed eligible when Soldier submits request} • For Enlisted Soldiers the Certifying Official can use:

• Soldier does not have an adverse action flag • EDAS

AND Note: IRR time DOES NOT count • EMILPO

Rule 1 Only Active Duty, Guard and Reserve time counts • IPERMS

• Has at least 6 years of service in the Armed Forces on the date of request • For Officers the Certifying Official can use:

• Agrees to serve 4 additional years from the date of request • TOPMISS

(The 6 years includes any time spent in SELRES) • EMILPO

OR • IPERMS

Rule 2

• Has at least 10 years of service in the Armed Forces on the date of election and cannot commit to 4 additional years due to RCP

• Agrees to serve up to their RCP •Selective Reserve is included for the purpose of

(The 10 years includes any time spent in SELRES) calculating total qualifying Armed Services time.

OR See next slide for examples.

Rule 3

• Is or will become retirement eligible during the period from 1 August 2009, through 1 August 2012 and agrees to serve the additional period, if any,

specified on the next slide (Table 1). Example 1

(For Transferability you include time served in SELRES to establish when the Soldier will (or has) reached 20 years.)

Soldier has 18 years active and 2 years in the USAR. For

Additional Service Obligation (Army Policy) transferability the Soldiers has obtained 20 years qualifying

TABLE 1 service. IAW rule 3 the Soldier can transfer without any

Rule MRD Categories Additional service additional obligation.

3A Soldiers eligible for retirement on 1 August 2009 None

3B Soldiers who have an approved retirement date after 1 August 2009 and before 1 July 2010 None Example 2

3C Soldiers who attain 20 years of service on or after 2 August 2009 and before 2 August 2010 1 Year

3D Soldiers who attain 20 years of service on or after 2 August 2010 and before 2 August 2011 2 Year Soldier is SPC with an RCP of 10 Years. Soldier currently

3E Soldiers who attain 20 years of service on or after 2 August 2011, and before 2 August 2012 3 Year

has 8 years of Active Federal Service from the BASD.

***Additional service is from the date of request However, the Soldier was in the Selective Reserves

***Requirements regarding retirement eligibility listed in this table are not applicable after 2 August 2013 (SELRES) for 2 years before coming on Active Duty. The 2

***For Transferability Eligibility you include time served in SELRES to establish when the Soldier will years in the USAR means the Soldier will fall under rule 2

(or has) reached 20 years. and only has to serve to his current RCP to be eligible to

***Length of service is always as of 1 AUG 09 for this section. transfer entitlements.

(Ex. Soldier submits request 15 JUL 09, the 20 year mark is computed as of 1 AUG 09, not 15 JUL 09)

(Example 2. Soldier falls under rule 3C but does not submit a request to transfer benefits until 1 Jan 10. The one year service obligation is computed from 1 *** Situations involving SELRES time may require the

Jan 10 so this Soldier must remain in the Army until 31 Dec 10 in return for transferring benefits.

Soldier to provide supporting documentation if the contract

is not available on IPERMS.

Additional Service Obligation (Army Policy) Verifying Qualifying Service Steps

Step 1: Verify Soldier is not pending adverse action flag

Step 2: Verify service data

Step 3: Establish what rule (1,2,3) Soldier falls under

• Rule 1: Has at least 6 years Armed Services time including SELRES

• Rule 2: Has at least 10 years Armed Services time including SELRES

• Rule 3: Has or will obtain 20 years Armed Service time between 1Aug 09~1 AUG 12.

To include time in SELRES.

Step 4: Verify that the current separation date allows completion of required commitment. If not,

assist Soldier in meeting the date through Reenlistment, Extension, etc.

Step 5: Certify Soldier by approving the request in TEB with the appropriate obligation end date.

Subject: Post 9/11 GI Bill Implementation Policy



1. References.

a. Department of Defense Directive-Type Memorandum (DTM) 09-003: Post 9/11 GI Bill,

b. P.L. 110-252

2. Objective. The purpose of this policy is to implement the Post 9/11 GI Bill in order to

enhance the Army’s recruiting and retention programs.

3. Applicability. This policy applies to all members of the Active Army, the Army National

Guard, and the U.S. Army Reserve.

4. Responsibilities. In addition to the responsibilities defined in Army Regulation 621-202,

Army Educational Incentives and Entitlements:



a. The Deputy Chief of Staff, G-1 will establish policies and budget requirements.



b. The Chief of Public Affairs will communicate maximum information concerning

educational incentives and entitlements to Soldiers.



c. The Chief of Chaplains will provide, in consultation with Army Continuing Education

System (ACES), a standardized Post 9/11 GI Bill briefing to be presented in conjunction with

the standardized Montgomery GI Bill (MGIB) briefing to all Chaplains who attend the



d. The Judge Advocate General will provide, in consultation with ACES (ACES), a

standardized Post 9/11 GI Bill briefing to be presented in conjunction with the standardized

MGIB briefing to all JAG officers who attend the JAG Officer Basic Course.



e. The Commanding General, U.S. Army Human Resources Command, will —



(1) Be the certifying official for all officers in the grades of WO1 to CW5 and 2LT to LTC

who request to transfer unused Post 9/11 GI Bill benefits.



(2) Maintain active duty service obligation data, service remaining requirement data, and all

other data requirements required to manage the Post 9/11 GI Bill in the Enlisted Master File

(EMF) and Officer Master File (OMF) for Active Component Soldiers.



(3) Provide the day-to-day management of the Post 9/11 GI Bill.



(4) Establish a system to correct and verify education incentive and entitlements data

identified as incorrect by the Army, the Defense Manpower Data Center (DMDC), or the



(5) Respond to inquiries pertaining to programs listed in this policy from Army agencies,

DMDC, VA, DOD, financial institutions, individual Soldiers and Veterans, and Congress.



(6) Provide for training and reference materials to installation Army Education Center (AEC)

personnel and US Army Recruiting Command (USAREC).



(7) Provide subject matter experts for VA, DOD, DMDC, and USAREC.

(8) Participate as an active member in the policy formulation process.



f. The CG, United States Army Accessions Command (CG, USAAC), will —



(1) Develop, maintain, and provide, in consultation with ACES, a standardized Post 9/11 GI

Bill briefing given at the reception battalions in conjunction with the standardized MGIB briefing.



(2) In conjunction with IMCOM, train AEC counselors in the delivery and presentation of the

Post 9/11 GI Bill standardized briefing.



g. The CG, United States Army Recruiting Command, will —



(1) Coordinate with AHRC all Post 9/11 GI Bill related advertising before release.



(2) Ensure that recruiters and Army career counselors are thoroughly knowledgeable about

all educational enlistment incentive programs.



(3) Identify those Soldiers whose contracts specify Army College Fund entitlements.



h. The commander of Army commands, Direct Reporting Units, and Army Service

Component Commands in conjunction with IMCOM, ACES will ensure all Soldiers who have

not processed through a reception battalion or OBC are briefed on the Post 9/11 GI Bill.



i. The Commandant, Academy of Health Sciences (AHS), will provide, in consultation with

ACES, a standardized Post 9/11 GI Bill briefing to be presented in conjunction with the

standardized MGIB briefing to all Medical Officers upon entrance into the Army.



j. The Commanding General, Installation Management Command (IMCOM) is responsible

for ensuring that Education Services Officers (ESO) —



(1) Maintain current educational benefits regulations and other related reference materials.



(2) Provide counseling on Post 9/11 GI Bill entitlements during in-processing at every new

permanent duty station. This counseling includes reviewing portions of the enlistment contract

and other related documents regarding educational benefits.



(3) Provide, as needed, counseling to all Soldiers with inquiries regarding their educational



(4) Conduct mandatory educational benefits counseling for all Soldiers separating from the

Army as required by section 1046, title 10, United States Code, no later than 150 days before

separation date. Counselors advise Soldiers but have no authority to make benefit

determination. VA is the administrator of the Post 9/11 GI Bill program and is responsible for



(5) Record the following counseling statement on DA Form 669 (Army Continuing

Education System (ACES) Record) after completion of mandatory counseling: "In accordance

with section 1046, title 10, United States Code (Mandatory Benefits Counseling), I have

received individual counseling concerning my Veteran's educational benefits."

(6) Require Soldier's signature attesting to the receipt of counseling.



k. The Director, Army National Guard (ARNG) will ensure all ARNG Soldiers are notified of

Post 9/11 GI Bill benefits prior to demobilization.



(1) Provide the day-to-day management of the Post 9/11 GI Bill.



(2) Establish a system to correct and verify education incentive and entitlements data

identified as incorrect by the Army, the DMDC, or the VA.



(3) Respond to inquiries pertaining to programs listed in this policy from Army agencies,

DMDC, VA, DOD, financial institutions, individual Soldiers and veterans, and Congress.



(4) Provide subject matter experts for VA, DOD, DMDC, and USAREC.



(5) Participate as an active member in the policy formulation process.



l. The Chief, Army Reserve will ensure all USAR Soldiers are notified of Post 9/11 GI Bill

benefits prior to demobilization.



(1) Provide the day-to-day management of the Post 9/11 GI Bill.



(2) Establish a system to correct and verify education incentive and entitlements data

identified as incorrect by the Army, the DMDC, or the VA.



(3) Respond to inquiries pertaining to programs listed in this policy from Army agencies,

DMDC, VA, DOD, financial institutions, individual Soldiers and veterans, and Congress.



(4) Provide subject matter experts for VA, DOD, DMDC, and USAREC.



(5) Participate as an active member in the policy formulation process.



5. Eligibility. For the purposes of this policy, the term Armed Services does not include the

Individual Ready Reserve unless otherwise noted. The Department of Veterans Affairs is

responsible for determining eligibility for education benefits under the Post-9/11 GI Bill.

Generally, to be eligible for the Post-9/11 GI Bill, Soldiers must serve on active duty on or after

11 September 2001, for at least 30 continuous days with a discharge due to a service-



6. Eligibility exclusions. The following periods of active duty are not qualifying active duty

service for purposes of establishing eligibility for the Post 9/11 GI Bill.



a. Active duty service completed on or before 10 September 2001.



b. The 5-year Active Duty Service Obligation (ADSO) for commissioning from a service

academy. For purposes of attaining Post 9/11 GI Bill eligibility, this 5-year ADSO is the first

five years of active duty service regardless of any other ADSO that the officer may have

c. The 4-year ADSO for an ROTC Scholarship. For purposes of attaining Post 9/11 GI Bill

eligibility, this 4-year ADSO is the first four years of active duty service regardless of any other

ADSO that the officer may have incurred due to other incentives. The 3-year ADSO for non-

scholarship ROTC commissions, OCS, and direct commission officers is qualifying active duty



d. The ADSO associated with acceptance of the Student Loan Repayment Program

(SLRP) incentive. For purposes of Post 9/11 GI Bill qualifying active duty service, the ADSO

associated with SLRP is the first three years of active duty service regardless of the length of

the initial service obligation (e.g. A Soldier enlists for five years and receives SLRP. The first

three years are not qualifying for Post 9/11 GI Bill eligibility. The last two years of the



e. Full-time National Guard Duty performed under Title 32 orders.



f. Service as a cadet or midshipmen in one of the service academies.



g. Active duty for Initial Entry Training pursuant to enlistment in the Army National Guard,

Air National Guard, Army Reserve, Naval Reserve, Air Force Reserve, Marine Corps Reserve,



h. Service that was terminated because a Soldier was a minor, was erroneously enlisted,

or received a defective enlistment agreement.



i. A period of Selected Reserve service used to establish eligibility for a Defense

Intelligence Senior Executive Service position under 10 U.S.C. § 1606 or an Intelligence



j. A period of Selected Reserve service used to establish eligibility for entitlements under



k. Annual training conducted under authority of 10.U.S.C § 10147 or 12301(b).



l. For purposes of Post 9/11 GI Bill, service in the Individual Ready Reserve in a non-active

duty status is not qualifying service for either determination of eligibility or eligibility to transfer



7. Duration of Eligibility. As a general rule, eligible Soldier entitlements expire at the end of a

15-year period beginning on the Soldier’s last date of discharge or release from active duty of

at least 90 consecutive days (30 days if released or discharged for service-connected

disability). The Deputy Chief of Staff, G-1 shall determine the last date of discharge or

8. Basic benefits.

a. Benefits under the Post-9/11 GI Bill are based on a percentage, which is determined by

a Soldier’s aggregate qualifying length of active duty service.

(1) Amount of tuition and fees charged, not to exceed the most expensive in-State

undergraduate tuition at a public institution of higher learning (tuition and fees paid directly to

(2) Monthly stipend equal to the Basic Allowance for Housing (BAH) amount payable to a

military E-5 with dependents, in the same ZIP code as the school that the student is attending

(3) Yearly books and supplies stipend of up to $1000 per year (paid to the Veteran); and

(4) A one-time payment of $500 may be payable to certain Veterans relocating from highly

rural areas to attend school (paid to the Veteran). Payment of this benefit is expected to be

highly unusual. The Department of Veterans Affairs will make this determination.

b. Post 9/11 GI Bill ―Kickers‖, for those who are eligible, will be paid to the Veteran in

conjunction with, and only when receiving, the monthly stipend.

c. By law, the monthly stipend and the books and supplies stipend are not payable to

Soldiers who use Post 9/11 GI Bill benefits while on active duty.

d. The monthly stipend allowance is not payable for education and/or training at half time

or less or when the education/training is solely in distance learning format. Soldiers enrolled

at half time or less or enrolled in distance learning are eligible for an appropriately reduced

stipend for books and supplies. The DVA may authorize payment of the monthly stipend

allowance if the Soldier is attending at least one class in residence. The DVA is the sole

determining authority for when the monthly stipend allowance is paid if courses are taken via

e. Post 9/11 GI Bill benefits are subject to change based on approval by Congress.

Benefit payment amounts will vary depending upon one’s rate of attendance (e.g., full-time,

half-time). Payment amounts are determined by the Secretary of Veterans Affairs.

f. Post 9/11 GI Bill benefits may be used for an approved program of education offered by

an Institution of Higher Learning (IHL) (as that term is defined in section 3452(f) of title 38

U.S.C, and is approved for purposes of title 38 U.S.C. chapter 30, (including approval by the

State approving agency concerned). This includes graduate and undergraduate training, and

some vocational/technical training programs. DVA is the final authority on program eligibility.

g. Benefits may be used for tutorial assistance (up to $100 per month, not to exceed a

total of $1,200) and reimbursement of one licensing and certification test (not to exceed a total

h. Additionally, Soldiers who were eligible for Montgomery GI Bill (MGIB), Montgomery GI

Bill – Selected Reserve (MGIB-SR), or Reserve Educational Assistance Program (REAP), and

elect to use benefits under the Post-9/11 GI Bill will be eligible to receive benefits for programs

approved under those provisions but not offered by IHLs, such as on-the-job training,

apprenticeship training, correspondence courses, flight training, preparatory courses, and

9. Benefits for Soldiers Pursuing Education on Active Duty. Educational assistance is

payable under the Post 9/11 GI Bill Program for pursuit of an approved program of education

a. The amount of educational assistance payable shall be the lesser of the amount of

assistance authorized under chapter 33 of Title 38 U.S.C., or the established institutional

charges for tuition and fees required in similar circumstances of non-Veterans enrolled in the

same program. The DVA will make determinations on the amount paid for tuition and fees.

Soldiers should verify the amount the DVA will pay for an approved course of education

pursued while on active duty. The potential exists that the DVA will pay the full cost of tuition

and fees, less any tuition assistance received, for the education program being pursued. If a

Soldier transfers benefits to a spouse and the spouse uses the transferred benefits while the

b. Concurrent use of Post 9/11 GI Bill and Tuition Assistance (commonly called ―Top Up‖).

A Soldier entitled to basic educational assistance under the Post 9/11 GI Bill who is pursuing

education or training, may use, at their discretion, Post 9/11 GI Bill benefits to meet all or a

portion of the charges of the educational institution for the education or training that are not

paid by tuition assistance. The DVA administers this portion of the Post 9/11 GI Bill Program.

10. Issues for Soldiers with Entitlement to Existing Education Programs.

a. A Soldier who is eligible for both the Post 9/11 GI Bill and any other VA educational

assistance program may elect to receive educational assistance under the Post 9/11 GI Bill if

(1) Is entitled to basic educational assistance under MGIB, and has used, but retains

unused, entitlement under that chapter;

(2) Is entitled to educational assistance under Educational Assistance Test Program

(EATP), MGIB-SR, or REAP, and has used, but retains unused, entitlement under the

(3) Is entitled to basic educational assistance under MGIB, but has not used any

(4) Is entitled to educational assistance under EATP, MGIB-SR, or REAP, but has not

used any entitlement under such chapter;



(5) Is a member of the Armed Forces who is eligible for receipt of basic educational

assistance under MGIB, and is making contributions towards MGIB; or

(6) Is a member of the Armed Forces who is not entitled to basic educational assistance

under MGIB, by reason of an election not to enroll in MGIB; and as of the date of the Soldier’s

election to use Post 9/11 GI Bill benefits, meets the requirements for entitlement to

(7) Is entitled to basic educational assistance under the Veterans Education Assistance

Program (VEAP). VEAP-era Soldiers who did not open VEAP accounts may be eligible for

benefits based on qualifying active duty service under the Post 9/11 GI Bill.

b. The method and process of making the election to use Post 9/11 GI Bill benefits will be

c. An election to convert from MGIB (Chapter 30), MGIB-SR, or REAP to the Post 9/11 GI

Bill is irrevocable and will be governed by the DVA. This includes Soldiers who converted

from VEAP to MGIB, as their decision to convert to MGIB is irrevocable.

d. A Soldier entitled to educational assistance under the Post 9/11 GI Bill who is also

eligible for educational assistance under the MGIB, chapters 31, 32, or 35 of title 38, U.S.C.,

EATP, MGIB-SR, REAP, or the provisions of the Hostage Relief Act of 1980 (section 5561

note of title 5, U.S.C.) may not receive assistance under two or more such programs

concurrently, but shall elect (in such form and manner as the Secretary of Veterans Affairs

11. Cessation of pay reduction under Montgomery GI Bill. Effective as of the first day of the

month beginning on or after the date of an election to convert to the Post 9/11 GI Bill, a Soldier

having his/her pay reduced for MGIB enrollment, shall have that pay reduction ceased, and

the requirements of such section shall be deemed no longer applicable to the Soldier.

12. Refund of pay reduction under Montgomery GI Bill. A Soldier who is described in

paragraph 10, whose pay was reduced due to enrollment in MGIB, will receive a refund of that

a. A full refund for a Soldier who used no months of benefit under the MGIB.

b. A refund reduced by a proportion calculated by the number of months of MGIB benefits

c. The refund will be added to the monthly stipend allowance paid in the last month of

eligibility under the Post 9/11 GI Bill. Soldiers who do not exhaust entitlement under the Post

9/11 GI Bill will not receive a refund of the pay reduction. Example: A Soldier used 25 months

of MGIB (Chapter 30), converts to Post 9/11 (Chapter 33), he/she has 11 months of remaining

benefits under Post 9/11 (Chapter 33). If he/she does not exhaust these 11 months of

13. Treatment of Certain Contributions under MGIB and REAP (commonly called ―Buy-Up‖).

a. Soldiers who participated in the Buy-Up provision of MGIB or REAP will not receive the

Buy-Up amount if they elect to use benefits under the Post 9/11 GI Bill. There is no provision

to allow for a refund of any Buy-Up contribution.

b. There is no provision to allow for increasing the amount allowed for Post 9/11 GI

14. For Soldiers eligible for MGIB making an election to convert to the Post 9/11 GI Bill, the

number of months of entitlement of the Soldier to educational assistance under the Post 9/11

GI Bill shall be the number of months equal to the number of months of unused entitlement of

the Soldier under MGIB as of the date of the election. The DVA has one exception to this rule.

Only when the Soldier has used all 36 months of MGIB benefits will the DVA allow that

Soldier to have 12 months of Post 9/11 GI Bill benefits. If a Soldier has as little as one month

of remaining MGIB benefits and the Soldier converts to Post 9/11 GI Bill benefits, that Soldier

would only receive one month of Post 9/11 GI Bill benefits. As an exception, the DVA will

authorize MGIB eligible Soldiers 12 months of Post 9/11 GI Bill benefits if they have used all

36 months of MGIB benefits. It is important to remember that so long as the Soldier has as

15. In addition to the educational benefits as described in paragraph 8f, Soldiers who were

eligible for benefits under MGIB, MGIB-SR, or REAP, and elect to use benefits under the Post-

9/11 GI Bill, will be eligible to receive benefits for on-the-job training, apprenticeship training,

correspondence courses, flight training, preparatory courses, and national exams. Soldiers in

these circumstances will be paid just like they would have under their ―old‖ GI Bill program

(i.e., money paid to them for tuition, not to the school), and they will not receive a living

16. Soldiers eligible for Kickers under either MGIB or MGIB-SR will remain eligible for the

Kicker payment if they elect to use benefits under the Post 9/11 GI Bill. Kickers will be paid

lump sum each term (e.g., semester, quarter, etc.) and will be prorated based upon the

17. Transferability of Unused Benefits to Dependents. Benefits transferred or not, by law,

are not marital property. For the purposes of transferability, Armed Forces include all active

duty service and all Selected Reserve service regardless of branch of service or component.

Soldiers whose request to transfer benefits is approved will incur an additional service

obligation in accordance with the below policy. Soldiers are expected to serve the additional

service obligation in the same component. However, if a Soldier is released or separated from

that component prior to completion of the additional service obligation, transferred benefits will

be revoked unless the Soldier agrees to serve the remaining period, or more, in another

component. For example, a Soldier on active duty requests to transfer benefits and incurs a

four year additional service obligation. If the same Soldier later separates from active duty

a. Eligibility.

(1) Any Soldier of the Armed Forces who fulfills Post 9/11 GI Bill eligibility requirements

and who, at the time of the approval of the Soldier’s request to transfer entitlement to

educational assistance does not have an adverse action flag, is eligible for the Post 9/11 GI

(2) Has at least 6 years of service in the Armed Forces on the date of election and agrees

to serve 4 additional years from the date of request, regardless of the number of months

(3) Has at least 10 years of service in the Armed Forces on the date of election and cannot

commit to 4 additional years due to an Retention Control Point (RCP) or Mandatory

Retirement Date (MRD) must commit to serve for the maximum amount of time allowed by

either RCP or MRD as of the date of request, regardless of the number of months transferred,

(4) Is or will become retirement eligible during the period from 1 August 2009, through 1

August 2013 and agrees to serve the additional period, if any, specified below. For the

purposes of this paragraph, a Soldier is considered to be retirement eligible if he or she has

completed 20 years of active Federal service or 20 qualifying years as computed under title 10

U.S.C § 12732. Use which ever computation establishes 20 years regardless of which

(a) Soldiers eligible for retirement on or before 1 August 2009, no additional service is

(b) Soldiers with an approved retirement date on or after 1 September 2009, but on or

before 1 June 2010, no additional service requirement.

(c) Soldiers who attain 20 years of service on or after 2 August 2009 and before 2 August

2010, one year of additional service from the date of request is required.

(d) Soldiers who attain 20 years of service on or after 2 August 2010 and before 2 August

2011, two years of additional service from the date of request are required.

(e) Soldiers who attain 20 years of service on or after 2 August 2011, and before 2 August

2012, three years of additional service from the date of request are required.

(f) Paragraph 17a(4) does not apply to any Soldier who retired on or before 1 August 2009

unless recalled to active duty and serving on or after 1 August 2009 and before 2 August

2012. Those who retire on or before 1 August 2009 are, by law, not eligible to transfer unused

Post 9/11 GI Bill benefits because their last day of duty will be 31 July 2009 and they will

(g) Paragraph 17a(4) expires on 2 August 2013.

b. Eligible Family Members.

(1) A Soldier approved to transfer unused Post 9/11 GI Bill benefits may transfer them to:

(a) the Soldier’s spouse.

(b) one or more of the Soldier’s children.

(c) a combination of the above.

(2) A family member must be enrolled in the Defense Eligibility Enrollment Reporting

System (DEERS) and be eligible for benefits, at the time of transfer to receive transferred

(a) A child’s marriage after transfer of benefits is approved will not affect his or her

eligibility to receive the educational benefit; however, after an individual has designated a child

as a transferee under this section, the Soldier retains the right to revoke or modify the transfer

(b) If an eligible individual elects to transfer his or her entitlement to a spouse, a

subsequent divorce will not affect the transferee’s eligibility to receive educational benefits;

however, the Soldier retains the right to revoke or modify the transfer at any time.

c. Months of Transfer. The number of months of benefits transferred by a Soldier under

this section may not exceed the lesser of 36 months or the amount of unused benefits

d. Transferee Usage. Prior to using transferred benefits, dependents must submit a

request for a certificate of eligibility to the DVA. The form to fill out is VA Form 22-1990e. Do

not use VA Form 22-1990. That form is for Soldiers and Veterans only. Do not use VA Form

22-5490; that form is a request for eligibility of survivor benefits. The VA is working to put the

VA Form 22-1990e onto their VONAPP website located at

http://vabenefits.vba.va.gov/vonapp/main.asp . Dependents will need to establish their own

user ID and logon password to access the VONAPP site. The site will walk them through the

process. Until the VA Form 22-1990e is loaded to the VA’s VONAPP website, an electronic

copy may be downloaded and completed. The electronic copy can be found on the VA

website at http://www.vba.va.gov/pubs/forms/VBA-22-1990e-ARE.pdf The electronic form

must be mailed to the VA processing site indicated on the form. The four additional pieces of



(1) A spouse:

(a) May start to use the benefit immediately after the Soldier making the transfer has

completed at least 6 years of service in the Armed Forces.

(b) May use the benefit while the Soldier remains in the Armed Forces.

(c) Is subject to the same 15-year limitation as the Soldier.

(2) A child:

(a) May start to use the benefit after the Soldier making the transfer has completed at least

10 years of service in the Armed Forces.

(b) May use the benefit while the Soldier remains in the Armed Forces.

(c) May not use the benefit until they have met the requirements of a secondary school

diploma (or equivalency certificate), or reached 18 years of age.

(d) Is not subject to the 15-year time limitation, but may not use the benefit after reaching

e. Nature of Transferred Entitlement. The entitlement transferred will be available as

(1) A spouse is entitled to educational assistance under this chapter in the same manner

as the Soldier from whom the entitlement was transferred.

(2) A child is entitled to educational assistance under this chapter in the same manner as

the Soldier from whom the entitlement was transferred as if the Soldier were not on active duty.

f. Designation of Transferee. A Soldier transferring an entitlement to educational

assistance under this section shall:

(1) Designate the dependent or dependents they want to transfer unused benefits to;

(2) Designate the number of months of unused benefits transferred each to dependent;

(3) Specify the period for which the transfer shall be effective for each dependent.

g. Time for Transfer, Revocation, and Modification.

(1) Time for Transfer. A Soldier approved to transfer entitlement to educational assistance

under this section may transfer such entitlement only while serving as a member of the Armed

(2) Modification or Revocation.

(a) A Soldier transferring entitlement under this section may, while a member of the Armed

Forces, modify or revoke at any time the transfer of any unused portion of the entitlement so

(b) A Soldier, while a member of the Armed Forces, may add new dependents, modify

entitlement for existing dependents, or revoke entitlement while serving in the Armed Forces.

(c) A Veteran may modify entitlement or revoke entitlement among only those dependents

that were designated to receive transferred benefits prior to separating from the Armed

Forces. Veterans who transferred entitlement prior to separating or retiring from the Armed

(d) The modification or revocation of the transfer of entitlement under this paragraph shall

be made by submitting notice of the action to both the Army via the TEB website and the

Secretary of Veterans Affairs as determined by the DVA. After separation or retirement,

modifications or revocations must be done by submitting notice to the DVA only.

h. Additional Administrative Matters.

(1) The use of any entitlement to educational assistance transferred will be charged

against the entitlement of the Soldier making the transfer at the rate of one month for each

(2) The death of a Soldier who transferred benefits will not affect the use of the entitlement

by the dependent to which the entitlement was transferred. Benefits cannot be transferred

(3) A dependent to whom the entitlement is transferred may use the entitlement for the

pursuit and completion of the requirements of a secondary school diploma (or equivalency

(4) In the event of an overpayment of educational assistance with respect to a dependent

to which entitlement is transferred, the dependent and the Soldier making the transfer will be

jointly and separately liable for the amount of the overpayment. The DVA is responsible for

(5) Failure to Complete Service Agreement. Except as provided below, if a Soldier

transferring entitlement under this section fails to complete the service agreed to by the

Soldier under paragraph 17a in accordance with the terms of the agreement of the Soldier

under that paragraph, the amount of any transferred entitlement that is used by a dependent

of the Soldier as of the date of such failure shall be treated as an overpayment of educational

(a) The death of the Soldier.

(b) Discharge or release from active duty for a medical condition which pre-existed the

service of the Soldier and was not service connected.

(c) Discharge or release from active duty for hardship.

(d) Discharge or release from active duty for a physical or mental condition not a disability

and that did not result from the Soldier’s own willful misconduct, but did interfere with the

(e) The DVA has agreed to not recoup paid benefits or revoke transferred benefits for

Soldiers who have agreed to an additional service commitment and who did not complete the

agreed upon service due to separation for medical disability or through a service force shaping

(6) A Soldier who separates or is released from Armed Forces prior to completion of an

agreed upon additional service commitment will have their transfer of benefits revoked by the

DVA. Benefits already used by a dependent will be recouped by the DVA. However;

(a) If the Soldier was active component, the Soldier, if eligible, may join a Selected

Reserve unit and regain the eligibility to transfer benefits if the Soldier agrees to serve at least

the remaining length of time which was not served under the original agreement. This will not

(b) If the Soldier was in a SELRES unit, that Soldier may, if eligible, join the active

component and regain the authority to transfer benefits if the Soldier agrees to serve at least

the remaining length of time which was not served under the original agreement. This will not

(7) Dependents who desire to use benefits which have been transferred to them must

submit a request for a certificate of eligibility, VA Form 22-1990e, to the DVA on the DVA

website located at www.gibill.va.gov. The request for a certificate of eligibility must be

i. Procedures. All requests and transactions will be completed through the Transferability

of Education Benefits (TEB) Web application at https://www.dmdc.osd.mil/TEB/. The TEB

Users Manual will be located on the site and will provide instruction for enrollment, verification,

additions, changes, and revocations. TEB will be pre-populated with the Soldier’s personal

information, dependent information, and the DVA’s estimate of the number of months of

unused Post 9/11 GI Bill benefits, if available, to which the Soldier is entitled. All dependents

will be viewable but only those who are recorded in DEERS as being eligible for DEERS

benefits at the time of submitting a request to transfer will be able to have benefits transferred

to them. The DVA estimate of number of months of benefits available is an estimate only and

will be verified by the DVA after a request to transfer benefits has been submitted to the VA.

Soldiers are solely responsible for ensuring dependent eligibility data in DEERS is correct.

Soldiers may request certification of eligibility for Post 9/11 GI Bill benefits at the DVA’s

website prior to requesting to transfer benefits but it is not required as a precondition of

submitting a request to transfer benefits. Enlisted Soldiers who submit a request to transfer

benefits must notify their unit enlisted Career Counselor that they submitted a request to

transfer benefits. If the unit or organization to which an enlisted Soldier is assigned does not

have an assigned enlisted Career Counselor, the Career Counselor supporting that unit or

organization must be notified. Army Competitive Category Colonels and LTC(P)s who submit

a request to transfer benefits must notify their Human Resource Manager after the request is

(1) Transfer request submission.

(a) All requests to transfer benefits must be submitted on the TEB website.

(b) The TEB website will require Soldiers to use a CAC card or to establish a logon ID and

password in order to access the site before they can complete the request.

(c) Soldiers can access the TEB website after submission of their request to monitor the

(d) Soldiers must use the TEB website to modify or revoke transferred benefit amounts as

well as to add a new dependent. If a Soldier adds a new dependent after the initial request is

approved, there is no additional service requirement for adding new dependents. However,

(2) Site security management.

(a) The DCS, G-1 (DAPE-MPE-PD) is the active component TEB site security manager for

the active component.

(b) The Chief, Army National Guard (ARNG) is the TEB site security manager for the

ARNG. This responsibility may be delegated as determined by the Chief, Army National

(c) The Chief, Army Reserve is the TEB site security manager for the USAR. This

responsibility may be delegated as determined by the Chief, Army Reserve.

(3) Certification. Army certifying officials will verify that the Soldier requesting to transfer

benefits is in compliance with the transferability policy provisions. Certifying officials are

responsible for ensuring that the Soldier requesting to transfer benefits has at least six years

of service in the Armed Forces, ensuring that the Soldier has sufficient time remaining in the

Army to meet the appropriate additional service requirement established in paragraph 17 a.,

and if necessary reenlists for additional service sufficient to meet the appropriate additional

service requirement prior to certifying a request to transfer benefits. Certifying officials will

print a copy of the completed request and take appropriate action, as specified by their

commander, to ensure appropriate automated personnel systems (TOPMIS and EDAS for the

AC, RC systems as directed by the Chief, ARNG or Chief, Army Reserve) are updated to

show the beginning and end date of the additional service commitment. Service certifying

(a) The primary certifying official for active duty enlisted Soldiers is the unit Career

Counselor. However, all Career Counselors require certifying official authorization and

access. The DCS, G-1, through Career Counselor channels, will control service certifying

official access to TEB. Access to TEB will be coordinated between the DCS, G-1 and all

commands. Senior Career Counselors for Army Commands, Direct Reporting Units, and

Army Component Commands are responsible for identifying Career Counselors who will serve

(b) The certifying official for active component General Officers will be determined by the

Chief, General Officer Management Office (GOMO). The Chief of GOMO will identify

(c) The certifying official for active component Colonels will be determined by Chief,

Colonels Management Office (COMO). The Chief of COMO will identify certifying officials.

(d) The certifying official for active component officers 2LT to LTC and WO1 to CW5 will

be determined by the Commanding General, U.S. Army Human Resources Command. The

(e) The certifying official for Army National Guard Soldiers will be determined by the

Director, Army National Guard. The Director, Army National Guard will identify certifying

(f) The certifying official for the U.S. Army Reserve Soldiers will be determined by the

Chief, Army Reserve. The Chief, Army Reserve will identify certifying officials.

(g) The certifying official for JAG officers will be determined by The Judge Advocate

General. The Judge Advocate General will identify certifying officials.

(h) The certifying official for Chaplains will be determined by the Chief of Chaplains. The

Chief of Chaplains will identify certifying officials.

(i) The certifying official for Army Medical Department Commissioned and Warrant Officers

will be determined by The Surgeon General. The Surgeon General will identify certifying

(j) Personnel identified as certifying officials will be reported to the DCS, G-1 (DAPE-MPE-

PD), Chief, ARNG, or Chief, Army Reserve.

(4) Once certifying officials have approved a request to transfer benefits, Soldiers may

print a hard copy of the certified TEB request for their personal records. Additional service

commitments will be recorded in the appropriate personnel system(s) (e.g. TOPMIS, EDAS,

etc). Additional service commitments resulting from transferring unused Post 9/11 GI Bill

benefits begin on the date of request and are served concurrent with any other additional

service commitment in effect at the time of the transfer or incurred at any time after the

request to transfer benefits. Transfer of Post 9/11 GI Bill benefits, in and of itself, will not limit

(5) The DVA will verify that Soldiers are entitled to the total number of months of benefits

that a Soldier requests to transfer. In the event a Soldier requested to transfer more months

of Post 9/11 GI Bill benefits than to which entitled, the Soldier may, within 30 days from date of

notification from the DVA, revoke the transfer of unused benefits and rescind the additional

service obligation unless already serving on a term of reenlistment. If the Soldier elects to

modify the number of months transferred to match the total number of months the DVA



18. Army College Fund (ACF). This paragraph will not be implemented until further notice.

The Post 9/11 GI Bill may be enhanced through an increased basic educational assistance

allowance, known as ―Kickers‖, to enhance recruitment and retention. Until this paragraph is

approved for implementation, the Army may continue to offer ACF kickers under MGIB.

Soldiers who receive an ACF kicker under MGIB and who convert their MGIB to the Post 9/11



a. Enlistment Kicker policy will be established by the DCS, G-1 (ATTN: DAPE-MPA).



(1) The monthly amount of educational assistance under the Post 9/11 GI Bill may be

increased for Soldiers who initially enlist in a regular component in a skill or specialty in which

there is a critical shortage of personnel or for which it is difficult to recruit. These increases in



(2) The use of enlistment kickers should be based on the criticality of the skill and/or the

length of enlistment commitment and may be offered in amounts from $150 per month to $950

per month in increments of $100. Reporting codes for enlistment kickers are listed in



b. Affiliation Kicker policy will be established by the DCS, G-1 (ATTN: DAPE-MP).



(1) The monthly amount of educational assistance under the Post 9/11 GI Bill may be

increased for a Soldier who is separating honorably from the regular component and who

agrees to serve in the Selected Reserve in a skill, specialty, or unit in which there is a critical

shortage of personnel or for which it is difficult to recruit and/or retain. These increases in the



(2) The use of affiliation kickers should be based on the criticality of the skill and/or unit

and the length of Selected Reserve commitment, and may be offered in amounts from $150

per month to $950 per month in increments of $100. If a Soldier is already eligible for an

enlistment kicker, the amount of the affiliation kicker is limited to a combined maximum

amount of $950. For those Soldiers who are offered an affiliation kicker on top of an

enlistment kicker, the increases will be in $100 increments. Reporting codes for affiliation



c. Reenlistment Kickers

(1) The monthly amount of educational assistance under the Post 9/11 GI Bill may be

increased for a Soldier who, after completing the initial term of service, elects to remain on

active duty for a period of at least 2 years. These increases in the monthly amount are known



(2) The use of reenlistment kickers should be based on the criticality of the skill and may

be offered in amounts from $100 per month to a maximum $300 per month in increments of

$100, based on length of additional service. A reenlistment kicker is in addition to any

enlistment or affiliation kicker and could enable a Soldier to receive a total kicker exceeding

$950 per month if the Soldier has received an enlistment and/or affiliation kicker. Reporting



d. Limitations. Since kickers are paid in conjunction with the monthly living stipend,

Soldiers eligible for kickers should be aware of the limitations on payment.



(1) No ACF kicker payment will be provided for education pursued on half-time basis or



(2) No ACF kicker payment will be provided for education/training pursued solely through



(3) No ACF kicker payment will be provided for use while serving on active duty.









Glossary

Section I



DVA

Department of Veterans Affairs



EATP

Educational Assistance Test Program



MGIB

Montgomery GI Bill



MGIB-SR

Montgomery GI Bill – Selected Reserves



SELRES

Selected Reserves



VEAP

Veterans Educational Assistance Program



Section II

Terms

Armed Forces

For the purposes of Post 9/11 GI Bill, the term Armed Forces includes all active duty service,

Selected Reserve service, and Individual Mobilization Augmentee service regardless of branch

of service or component. It does not include those who have retired, membership in the

Individual Ready Reserves, or those who have been discharged or separated from the Armed





ATTACHMENT 1



ELIGIBILITY FOR POST 9/11 GI BILL





The DVA is responsible for determining eligibility for education benefits under the Post-9/11 GI

Bill. Generally, to be eligible for the Post-9/11 GI Bill, Soldiers must serve on active duty after

September 10, 2001, for at least 30 continuous days with a discharge due to a service-

connected disability; or an aggregate period ranging from 90 days to 36 months or more.

Benefits under the Post-9/11 GI Bill are based on a percentage, as determined by a Soldier’s



Table 1: Maximum Benefits Payable









Soldier Serves

At least 36 months

At least 30 continuous days on active duty and discharged due to service-connected disability

At least 30 months, but less than 36 months

At least 24 months, but less than 30 months

At least 18 months, but less than 24 months*

At least 12 months, but less than 18 months*

At least 6 months, but less than 12 months*

At least 90 days, but less than 6 months*

* If aggregate service is less than 24 months, initial entry training does not count as qualifying









Table 1

Number of years of service in the Armed Forces (active and SELRES only) as of 1

August 2009

20 years or more





Approved retirement date on or after 1 September 2009 and on or before 1 June 2010





19 years to 19 years, 11 months, 29 days

18 years to 18 years, 11 months, 29 days

17 years to 17 years, 11 months, 29 days







ATTACHMENT 2



KICKER CODES





(Reversed the column order to make them fit better--willis)

Enlistment and Affiliation Kicker Codes

OTHER INFORMATION

Effective 1 August 2009. Requires a 2-year active duty service agreement.

Effective 1 August 2009. Requires a 3-year active duty service agreement.

Effective 1 August 2009. Requires a 4-year active duty service agreement.

Effective 1 August 2009. Requires a 5-year active duty service agreement.

Effective 1 August 2009. Requires a 6-year active duty service agreement.

Effective 1 August 2009. Requires a 4-year service agreement: 2 years on active duty plus 2

years in the Selected Reserve.

Effective 1 August 2009. Requires a 2-year active duty service agreement.

Effective 1 August 2009. Requires a 3-year active duty service agreement.

Effective 1 August 2009. Requires a 4-year active duty service agreement.

Effective 1 August 2009. Requires a 5-year active duty service agreement.

Effective 1 August 2009. Requires a 6-year active duty service agreement.

Effective 1 August 2009. Requires a 4-year service agreement: 2 years on active duty plus 2

years in the Selected Reserve.

Effective 1 August 2009. Requires a 2-year active duty service agreement.

Effective 1 August 2009. Requires a 3-year active duty service agreement.

Effective 1 August 2009. Requires a 4-year active duty service agreement.

Effective 1 August 2009. Requires a 5-year active duty service agreement.

Effective 1 August 2009. Requires a 6-year active duty service agreement.

Effective 1 August 2009. Requires a 4-year service agreement: 2 years on active duty plus 2

years in the Selected Reserve.

Effective 1 August 2009. Requires a 2-year active duty service agreement.

Effective 1 August 2009. Requires a 3-year active duty service agreement.

Effective 1 August 2009. Requires a 4-year active duty service agreement.

Effective 1 August 2009. Requires a 5-year active duty service agreement.

Effective 1 August 2009. Requires a 6-year active duty service agreement.

Effective 1 August 2009. Requires a 4-year service agreement: 2 years on active duty plus 2

years in the Selected Reserve.

Effective 1 August 2009. Requires a 2-year active duty service agreement.

Effective 1 August 2009. Requires a 3-year active duty service agreement.

Effective 1 August 2009. Requires a 4-year active duty service agreement.

Effective 1 August 2009. Requires a 5-year active duty service agreement.

Effective 1 August 2009. Requires a 6-year active duty service agreement.

Effective 1 August 2009. Requires a 4-year service agreement: 2 years on active duty plus 2

years in the Selected Reserve.

Effective 1 August 2009. Requires a 2-year active duty service agreement.

Effective 1 August 2009. Requires a 3-year active duty service agreement.

Effective 1 August 2009. Requires a 4-year active duty service agreement.

Effective 1 August 2009. Requires a 5-year active duty service agreement.

Effective 1 August 2009. Requires a 6-year active duty service agreement.

Effective 1 August 2009. Requires a 4-year service agreement: 2 years on active duty plus 2

years in the Selected Reserve.

Effective 1 August 2009. Requires a 2-year active duty service agreement.

Effective 1 August 2009. Requires a 3-year active duty service agreement.

Effective 1 August 2009. Requires a 4-year active duty service agreement.

Effective 1 August 2009. Requires a 5-year active duty service agreement.

Effective 1 August 2009. Requires a 6-year active duty service agreement.

Effective 1 August 2009. Requires a 4-year service agreement: 2 years on active duty plus 2

years in the Selected Reserve.

Effective 1 August 2009. Requires a 2-year active duty service agreement.

Effective 1 August 2009. Requires a 3-year active duty service agreement.

Effective 1 August 2009. Requires a 4-year active duty service agreement.

Effective 1 August 2009. Requires a 5-year active duty service agreement.

Effective 1 August 2009. Requires a 6-year active duty service agreement.

Effective 1 August 2009. Requires a 4-year service agreement: 2 years on active duty plus 2

years in the Selected Reserve.

Effective 1 August 2009. Requires a 2-year active duty service agreement.

Effective 1 August 2009. Requires a 3-year active duty service agreement.

Effective 1 August 2009. Requires a 4-year active duty service agreement.

Effective 1 August 2009. Requires a 5-year active duty service agreement.

Effective 1 August 2009. Requires a 6-year active duty service agreement.

Effective 1 August 2009. Requires a 4-year service agreement: 2 years on active duty plus 2

years in the Selected Reserve.







Reenlistment Kicker Codes

OTHER INFORMATION

Effective 1 August 2009. Requires a 2-year active duty service agreement.

Effective 1 August 2009. Requires a 3-year active duty service agreement.

Effective 1 August 2009. Requires a 4-year active duty service agreement.

http://vabenefits.vba.va.gov/vonapp/main.asp http://www.vba.va.gov/pubs/forms/VBA-22-1990e-ARE.pdf

www.gibill.va.gov









https://www.dmdc.osd.mil/TEB/

Percentage of

Maximum

Benefit Payable





100

100

90

80

70

60

50

40









Additional

Service

Commitment

required to

transfer

benefits

No additional

service

commitment

No additional

service

commitment

12 months

24 months

36 months









RATE CODE

$150 D2

$150 D3

$150 D4

$150 D5

$150 D6

$150 D9



$250 E2

$250 E3

$250 E4

$250 E5

$250 E6

$250 E9



$350 F2

$350 F3

$350 F4

$350 F5

$350 F6

$350 F9



$450 G2

$450 G3

$450 G4

$450 G5

$450 G6

$450 G9



$550 H2

$550 H3

$550 H4

$550 H5

$550 H6

$550 H9



$650 J2

$650 J3

$650 J4

$650 J5

$650 J6

$650 J9



$750 K2

$750 K3

$750 K4

$750 K5

$750 K6

$750 K9



$850 L2

$850 L3

$850 L4

$850 L5

$850 L6

$850 L9



$950 M2

$950 M3

$950 M4

$950 M5

$950 M6

$950 M9









RATE CODE

$100 N2

$200 N3

$300 N4

1990e-ARE.pdf

Post 9/11 GI Bill Transferability Policy Quick Reference



To be eligible to transfer Post 9/11 GI Bill benefits a Soldier must meet three requirements:



1. Be eligible for the Post 9/11 GI Bill.



2. Have at least 6 years of military service when the request to transfer benefits is submitted; all military s

except time in the Individual Ready Reserves.



3. Not have an adverse action flag.



If all three requirements are met, a Soldier is eligible to submit a request to transfer benefits.



Soldiers who transfer benefits incur an additional service obligation in accordance with the following rules



Rule

1

2







From 1 August 2009 until 1 August 2013, the below temporary rules for additional service obligation app

always based on length of service as of 1 August 2009 regardless of when the request to transfer is subm



Rule

3

4

5



6



7





Eligible dependents are spouse and dependent children who are enrolled in DEERS and eligible for bene

transfer is submitted. Dependents of dual military couple have to be sponsored by one Soldier but register





Submitting a Request to Transfer Benefits



1. Using CAC card or DFAS pin, log on to the DoD Transferability of Education Benefits (TEB) web page



2. The Soldiers name and family members who are eligible for benefits under DEERS will be shown.



3. Soldiers must click all boxes to indicate that they have read and understand each statement on the tran

MGIB, REAP, or MGIB-SR benefits are required to make an irrevocable decision to convert from one of th

GI Bill. Submission of a request to transfer benefits is considered an irrevocable conversion from one of t

For those Soldiers who are not eligible for one of these three programs, all statements on the transfer pag

programs do not apply. However, those Soldiers must still mark those statements.

3. Soldiers must click all boxes to indicate that they have read and understand each statement on the tran

MGIB, REAP, or MGIB-SR benefits are required to make an irrevocable decision to convert from one of th

GI Bill. Submission of a request to transfer benefits is considered an irrevocable conversion from one of t

For those Soldiers who are not eligible for one of these three programs, all statements on the transfer pag

programs do not apply. However, those Soldiers must still mark those statements.



4. To transfer benefits to an eligible dependent, click the edit button on their name line. (If the dependen

work, it means that dependent is not eligible for DEERS benefits and thus is not eligible to receive transfe



a. List the number of months of benefits to transfer to that dependent.



b. Select the start date you want the dependent to be able to use transferred benefits. You can use e

start date. Format for date is YYYY-MM-DD. If you type in the date, be sure to use the dashes. When se

not pay benefits to a dependent prior to that date.



c. Select the end date after which your dependent can no longer use transferred benefits. Select this

benefits to a dependent even if the dependent has months of benefits remaining. When selecting this dat

15 years after you leave active duty and that children can use the benefits up to their twenty-sixth birthday



d. After you are filled in the number of months to transfer to the dependent and selected the start and e

revoke is not checked unless it is your intent to revoke benefits transfer.



e. After the request is submitted, the TEB site will return to the original page with all your eligible depe

dependent, repeat the above steps. Remember the total months you can transfer to your dependents ca

months of Post 9/11 GI Bill benefits to which you are entitled, whichever is less.



5. After you have completed your request to transfer benefits, in the upper left corner of the TEB site, you

date of status will be blank. The TEB site does track the date submitted and the certifying official will see

or any electronic message. Confirmation that your request has been submitted is the status submitted is



6. Enlisted Soldiers need to contact their Unit’s servicing Career Counselor to complete transferability pro

you will have to return to the TEB page and monitor the status.



7. After the request is submitted, it will enter a queue of submitted requests. Currently, the certification si

a specific request. System upgrades are being made and it is expected that certification officials will be a

of July. In the meantime, requests are being processed as quickly as possible within current system limita

your request will change to approved and the date of status will be the date you submitted your request.





8. Once your request is approved, your dependent has to submit a request for a certificate of eligibility to

1990e. The VA Form 22-1990e is not on the VA's VONAPP sight. They expect to have the VA Form 22-1

Once it is on the VONAPP site, it can be completed and submitted to the VA electronically. The link to th

http://vabenefits.vba.va.gov/vonapp/main.asp A hard copy of the VA Form 22-1990e is at http://www.vba

This form has to be mailed in and it recommends additional information be submitted with the form. The r

required. The TEB site will automatically transfer the data to the VA which is needed to process a depend



9. After the dependent receives the VA certificate of eligibility, it must be presented to the school. The sc

which will be sent to the VA. If the school is participating in the Yellow Ribbon Program and your depende

from the school, the school needs to indicate that on the VA Form 22-1999 prior to sending to the VA.

9. After the dependent receives the VA certificate of eligibility, it must be presented to the school. The sc

which will be sent to the VA. If the school is participating in the Yellow Ribbon Program and your depende

from the school, the school needs to indicate that on the VA Form 22-1999 prior to sending to the VA.



10. Tuition funds will be sent direct from the VA to the school. Children using transferred benefits will rec

and supplies stipend. Spouses using transferred benefits will only receive the monthly living stipend and t

benefits after you separate from active duty.

Post 9/11 GI Bill Transferability Policy Quick Reference



To be eligible to transfer Post 9/11 GI Bill benefits a Soldier must meet three requirements:



1. Be eligible for the Post 9/11 GI Bill.



2. Have at least 6 years of military service when the request to transfer benefits is submitted; all military service cou

except time in the Individual Ready Reserves.



3. Not have an adverse action flag.



If all three requirements are met, a Soldier is eligible to submit a request to transfer benefits.



Soldiers who transfer benefits incur an additional service obligation in accordance with the following rules:



Years of Service When Request is Submitted

At least six years but less than 10 years

10 or more years







From 1 August 2009 until 1 August 2013, the below temporary rules for additional service obligation apply. Years

always based on length of service as of 1 August 2009 regardless of when the request to transfer is submitted.



Years of Service as of 1 Aug 2009

20 or more years

Approved retirement with a date from 1 September 2009 through 1 June 2010

19 but less than 20 years



18 but less than 19 years



17 but less than 18 years





Eligible dependents are spouse and dependent children who are enrolled in DEERS and eligible for benefits unde

transfer is submitted. Dependents of dual military couple have to be sponsored by one Soldier but registered under





Submitting a Request to Transfer Benefits



1. Using CAC card or DFAS pin, log on to the DoD Transferability of Education Benefits (TEB) web page located a



2. The Soldiers name and family members who are eligible for benefits under DEERS will be shown.



3. Soldiers must click all boxes to indicate that they have read and understand each statement on the transfer requ

MGIB, REAP, or MGIB-SR benefits are required to make an irrevocable decision to convert from one of those educ

GI Bill. Submission of a request to transfer benefits is considered an irrevocable conversion from one of these three

For those Soldiers who are not eligible for one of these three programs, all statements on the transfer page regardin

programs do not apply. However, those Soldiers must still mark those statements.

3. Soldiers must click all boxes to indicate that they have read and understand each statement on the transfer requ

MGIB, REAP, or MGIB-SR benefits are required to make an irrevocable decision to convert from one of those educ

GI Bill. Submission of a request to transfer benefits is considered an irrevocable conversion from one of these three

For those Soldiers who are not eligible for one of these three programs, all statements on the transfer page regardin

programs do not apply. However, those Soldiers must still mark those statements.



4. To transfer benefits to an eligible dependent, click the edit button on their name line. (If the dependent name is

work, it means that dependent is not eligible for DEERS benefits and thus is not eligible to receive transferred bene



a. List the number of months of benefits to transfer to that dependent.



b. Select the start date you want the dependent to be able to use transferred benefits. You can use either the c

start date. Format for date is YYYY-MM-DD. If you type in the date, be sure to use the dashes. When selecting th

not pay benefits to a dependent prior to that date.



c. Select the end date after which your dependent can no longer use transferred benefits. Select this date care

benefits to a dependent even if the dependent has months of benefits remaining. When selecting this date conside

15 years after you leave active duty and that children can use the benefits up to their twenty-sixth birthday.



d. After you are filled in the number of months to transfer to the dependent and selected the start and end dates

revoke is not checked unless it is your intent to revoke benefits transfer.



e. After the request is submitted, the TEB site will return to the original page with all your eligible dependents. T

dependent, repeat the above steps. Remember the total months you can transfer to your dependents can be no m

months of Post 9/11 GI Bill benefits to which you are entitled, whichever is less.



5. After you have completed your request to transfer benefits, in the upper left corner of the TEB site, you will see y

date of status will be blank. The TEB site does track the date submitted and the certifying official will see it. You wi

or any electronic message. Confirmation that your request has been submitted is the status submitted is shown on



6. Enlisted Soldiers need to contact their Unit’s servicing Career Counselor to complete transferability processing.

you will have to return to the TEB page and monitor the status.



7. After the request is submitted, it will enter a queue of submitted requests. Currently, the certification site does no

a specific request. System upgrades are being made and it is expected that certification officials will be able to proc

of July. In the meantime, requests are being processed as quickly as possible within current system limitations. Aft

your request will change to approved and the date of status will be the date you submitted your request.





8. Once your request is approved, your dependent has to submit a request for a certificate of eligibility to the VA. T

1990e. The VA Form 22-1990e is not on the VA's VONAPP sight. They expect to have the VA Form 22-1990e on

Once it is on the VONAPP site, it can be completed and submitted to the VA electronically. The link to the VA VON

http://vabenefits.vba.va.gov/vonapp/main.asp A hard copy of the VA Form 22-1990e is at http://www.vba.va.gov/pu

This form has to be mailed in and it recommends additional information be submitted with the form. The recommen

required. The TEB site will automatically transfer the data to the VA which is needed to process a dependent’s requ



9. After the dependent receives the VA certificate of eligibility, it must be presented to the school. The school will h

which will be sent to the VA. If the school is participating in the Yellow Ribbon Program and your dependent has re

from the school, the school needs to indicate that on the VA Form 22-1999 prior to sending to the VA.

9. After the dependent receives the VA certificate of eligibility, it must be presented to the school. The school will h

which will be sent to the VA. If the school is participating in the Yellow Ribbon Program and your dependent has re

from the school, the school needs to indicate that on the VA Form 22-1999 prior to sending to the VA.



10. Tuition funds will be sent direct from the VA to the school. Children using transferred benefits will receive the m

and supplies stipend. Spouses using transferred benefits will only receive the monthly living stipend and the books

benefits after you separate from active duty.

mitted; all military service counts towards the six year requirement









h the following rules:



Additional Service Obligation

Four years from the date the request was submitted.

Four years or up to Retention Control Point or Mandatory

Retirement date from the date the request was

submitted, whichever is less.



vice obligation apply. Years of service for the temporary rules is

to transfer is submitted.



Additional Service Obligation

No additional service obligation.

No additional service obligation.

One year of service from the date the request was

submitted.

Two years of service from the date the request was

submitted.

Three years of service from the date the request was

submitted.



and eligible for benefits under DEERS on the date the request to

Soldier but registered under both Soldiers.









ts (TEB) web page located at https://www.dmdc.osd.mil/TEB/ https://www.dmdc.osd.mil/TEB/



will be shown.



atement on the transfer request page. Soldiers who are eligible for

nvert from one of those education benefit programs to the Post 9/11

ersion from one of these three programs to the Post 9/11 GI Bill.

on the transfer page regarding conversion from these three

atement on the transfer request page. Soldiers who are eligible for

nvert from one of those education benefit programs to the Post 9/11

ersion from one of these three programs to the Post 9/11 GI Bill.

on the transfer page regarding conversion from these three





. (If the dependent name is grayed out or the edit button does not

e to receive transferred benefits.)







its. You can use either the calendar on the page or type in the

e dashes. When selecting the start date, remember that the VA will





enefits. Select this date carefully. After this date the VA will not pay

n selecting this date consider that a spouse can use benefits up to

wenty-sixth birthday.



cted the start and end dates, hit the save button. Make sure





l your eligible dependents. To transfer benefits to another

our dependents can be no more than 36 months or the number of





of the TEB site, you will see your name, status submitted, and the

ing official will see it. You will not receive any confirmation number

status submitted is shown on the TEB site.



e transferability processing. To track the status of your request,





, the certification site does not allow certification officials to retrieve

on officials will be able to process specific requests by the last week

urrent system limitations. After a request is approved, the status of

ted your request.



http://vabenefits.vba.va.gov/vonapp/main.asp

cate of eligibility to the VA. They must submit a VA Form 22-

e the VA Form 22-1990e on the VONAPP page by 17 July 2009. http://www.vba.va.gov/pubs/forms/VBA-22-1990e-AR

ally. The link to the VA VONAPP website is at

s at http://www.vba.va.gov/pubs/forms/VBA-22-1990e-ARE.pdf

with the form. The recommended additional information is not

o process a dependent’s request for a certificate of eligibility.



the school. The school will have to complete a VA Form 22-1999

m and your dependent has received Yellow Ribbon Program funds

ding to the VA.

the school. The school will have to complete a VA Form 22-1999

m and your dependent has received Yellow Ribbon Program funds

ding to the VA.



ed benefits will receive the monthly living stipend and the books

living stipend and the books and supplies stipend if they use the

va.gov/vonapp/main.asp



v/pubs/forms/VBA-22-1990e-ARE.pdf

Post 9/11 GI Bill FAQ’s

Q1. I never signed up for the Montgomery GI Bill. Am I still eligible for the Post

9/11 GI Bill?

A2. Yes. Any service after 10 Sep 2001 counts towards eligibility for the Post 9/11

GI Bill with the exception being the IRR.

Q2. I used up all or some of my Montgomery GI Bill. Can I still elect the Post 9/11

GI Bill?

A2. Yes. Even if you used all of your Montgomery GI Bill entitlements, you may still

be eligible for up to 12 months of Post 9/11 GI Bill entitlements.



Q3. Where do I sign up for the Post 9/11 GI Bill?

A3. https://vabenefits.vba.va.gov/vonapp_ssl/default.asp

Q4. What is the minimum service requirement to transfer my Post 9/11 GI Bill

entitlements?service in the USA, USAR, ARNG or any other component, not to include the

A4. 6yrs of

IRR.



Q5. Where do I go to transfer my Post 9/11 GI Bill entitlements?

A5. https://www.dmdc.osd.mil/TEB

Q6. Is there a service remaining requirement (SRR or ADSO) to transfer my Post 9/11 GI

Bill entitlements? rule of thumb is 4 years. Those eligible for retirement prior to 2

A6. Yes. General

August 2012 will incur anywhere from 0 years to 3 years SRR or ADSO. See your servicing

Career Counselor.



Q7. What happens afterThetransfer my Post 9/11(Unit Career Counselor) checks to ensure

A7a. (PV1 through CSM) I certifying official GI Bill entitlements?

you have met the SRR. If you do not meet the SRR, you will be required to reenlist or

extend.

A7b. (W1 through O5) The certifying official is Commanding General, U.S.

Army Human Resources Command

Certifying official is the Chief, Colonels Management Office (COMO).

A7c. (Colonel)--Certifying official is the Chief, General Officer Management Office

A7d. (O7-O10)

(GOMO).



Q8. What if I have other questions?

A8. You can either contact you Career Counselor or go to http://www.gibill.va.gov/ .



Q9. Who does this pertain to?

A9. Enlisted Soldiers, Warrant Officers and Commissioned Officers.



Q10. I received the Student Loan Repayment Program (SLRP). How does this affect my

Post 9/11 GI Bill entitlements?acceptance of the Student Loan Repayment Program (SLRP)

A10. The ADSO associated with

incentive does not count as qualifying service for Post 9/11 GI Bill eligibility. For

purposes of Post 9/11 GI Bill qualifying active duty service, the ADSO associated with

SLRP is the first three years of active duty service regardless of the length of the

initial service obligation (e.g. A Soldier enlists for five years and receives SLRP.

The first three years are not qualifying for Post 9/11 GI Bill eligibility. The last

two years of the enlistment are qualifying for Post 9/11 GI Bill eligibility.).



Q11. What other time does not count towards Post 9/11 GI Bill eligibility?

b. The 5-year service completed Obligation 10 September 2001.

A11. a. Active dutyActive Duty Serviceon or before(ADSO) for commissioning from a

service academy. For purposes of attaining Post 9/11 GI Bill eligibility, this 5-year

ADSO is the first five years of active duty service regardless of any other ADSO that

c. The 4-year incurred due to Scholarship. For

the officer may haveADSO for an ROTC other incentives. purposes of attaining Post 9/11

GI Bill eligibility, this 4-year ADSO is the first four years of active duty service

regardless of any other ADSO that the officer may have incurred due to other

incentives. The 3-year ADSO for non-scholarship ROTC commissions, OCS, and direct

commission officers is qualifying active duty service for determining Post 9/11 GI Bill

d. Full-time National Guard Duty performed under Title 32 orders.

e. Servicedutyafor Initial Entry Training pursuantservice academies the Army

f. Active as cadet or midshipmen in one of the to enlistment in

National Guard, Air National Guard, Army Reserve, Naval Reserve, Air Force Reserve,

Marine Corps Reserve, or Coast Guard Reserve.

g. Service that was terminated because a Soldier was a minor, was erroneously

h. A received Selected Reserve service used to

enlisted, orperiod of a defective enlistment agreement.establish eligibility for a

Defense Intelligence Senior Executive Service position under 10 U.S.C. § 1606 or an

Intelligence Senior Level position under 10 U.S.C. § 1607.

j. A period of Selected Reserve service used to establish eligibility for

entitlements under Chapter 30 of Title 38.

k. Annual training conducted under authority of 10.U.S.C § 10147 or 12301(b).

l. For purposes of Post 9/11 GI Bill, service in the Individual Ready Reserve in

a non-active duty status is not qualifying service for either determination of

eligibility or eligibility to transfer unused Post 9/11 GI Bill benefits.



Q12. What is the minimum service requirement toamount of servicethe Postafter GI Bill?

A12. Eligibility percentages vary based on the be eligible for served 9/11 10 Sep

01. At least 90 days of service qualified you for 40% benefits. At least 36 months of

service qualifies you for 100% benefits.

Also, at least 30 continuous days on active duty and discharged due to service-

connected disability qualified you for 100% benefits.


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