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					Post-9/11 Veterans Educational Assistance
                Program




   U. S. Department of Veterans Affairs

                  2012
                 Objectives

We will cover:
         CH33 Eligibility,Elections, Entitlement
         Net T&F & Identifying VA Payments
         Payments to Students
             Hybrid
             Rate of Pursuit (ROP)
             Kickers/Buy up
         Yellow Ribbon (YR)
         Certification Issues
         Transfer of Entitlement (TOE) & FRY
         Overpayments/Returning Funds



                                              2
          Communication is Key

  It is essential to have a good line of
communication between the instructors,
      Bursar’s/business office and
  School Certifying Official for CH33.




                                 3
       Post-9/11 GI Bill Eligibility Criteria


Individuals who served on active duty after
09/10/01 may be eligible for the Post-9/11 GI
Bill if the individual:
   Served for an aggregate period of at least
    90 days OR
   Served for at least 30 continuous days on
    active duty after 9/10/01 and were
    discharged due to a service connected
    disability and
   Be honorably discharged
                                        4
                     Eligibility Criteria

              Service Requirements                   Payment Tiers
    (after 9/10/01 an individual must serve an        Percentage
                   aggregate of)
At least 36 months                                        100
 At least 30 continuous days on active duty               100
(Must be discharged due to service-connected
disability)
At least 30 months, but less than 36 months                90

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

*Excludes time served in Basic Military Training and/or Skill Training

                                                           5
         Post-9/11 GI Bill Eligibility Criteria


Entry level and skill training are defined as follows:
    ARMY: Basic Combat Training & Advanced
     Individual Training
    NAVY: Recruit Training (Boot Camp) & Skill
     Training (“A” School)
    AIR FORCE: Basic Military & Technical School
    MARINE CORPS: Recruit Training & Marine Corps
     (or School of Infantry Training)


NOTE: Entry level and skill training are not considered
for involuntary call ups.
                                                 6
              Benefit Level

• Individuals eligible at the maximum benefit
  level receive 100% of the benefits payable.
  That does NOT always mean 100% of T&F!
• All others receive a percentage based on
  their length of service. NOTE: Can change!
• Claimants will be responsible for the
  difference between actual charges and the
  percentage of benefits due, based on their
  length of service or max reimbursement.

                                        7
              Post-9/11 GI Bill Eligibility


Individuals who:

 Enlisted under the Student Loan Repayment plan
 Received an ROTC scholarship
 Graduated from a service academy, or

CAN qualify for Ch33 BUT the time spent
satisfying the active duty obligation
does not count toward Ch33.

NOTE: 3 years are deducted for LRP, 4 years for
 ROTC and 5 years for service academy.
                                            8
                      Post-9/11 GI Bill Elections


Individuals eligible for one of the other VA education benefits
(other than VEAP) must make an irrevocable election to receive
benefits under Chapter 33.

 If eligible for more than one chapter other than Ch33, only one
  chapter needs to be relinquished
 Election requests can be withdrawn if the Regional Processing
  Office receives the withdrawal request before a certificate of eligibility
  is issued or a payment processed.
 Election requests can be changed if the Regional Processing Office
  receives the change request before a certificate of eligibility is issued
  or a payment processed. The student must request the change in
  writing.

                                                                9
              Post-9/11 GI Bill Elections


 Individuals with an enter on active duty date (EOD)
  on/after 8/1/11, cannot use the same period of
  service to establish eligibility to CH33 & CH30,
  CH32, CH1606 or CH1607. They must make an
  election to which benefit the service should be
  credited.
 For any period of service that starts on/after 8/1/11,
  the claimant has to choose which Chapter he/she
  wants that period counted toward. It cannot be used
  to count for more than one chapter.
 This does not effect prior periods of active duty that
  started prior to 8/1/11 or immediate reenlistments,
  which are counted as separate periods of service.
                                               10
                   Post-9/11 GI Bill Entitlement


Individuals will generally receive 36 months of benefits under Ch33
Individuals have 15 years from the date of discharge to use CH33
Individuals who elect to receive Ch33 in lieu of one of the other
benefits are limited to a total of 48 months of combined benefits


Important! Individuals who elect to receive Ch33 in lieu of Ch30
benefits are limited to their remaining Ch30 entitlement at the time
of the election


    Therefore, it may be in a Ch30 student’s best interest to
      exhaust their Ch30 before switching to Ch33

                                                             11
   QUESTIONS?




Benefit payments are
        next!

                       12
Post-9/11 GI Bill Benefit Payments
 Academic year = 8/1 to 7/31 of following year
 Tuition and Fees (Paid to School)
   – Public IHL:
      • Pays full net in state T&F
      • Can use Yellow Ribbon if out of state
      • Prorated if < 100% eligible
   – Private IHL OR NCD:
      •   Pays max for net T&F for academic year
      •   ONLY IHLs Can use Yellow Ribbon
      •   $17500 2011/2012 & $1877.50 2012/2013
      •   Prorated if < 100% eligible
   – Flight
      • Pays max net T&F for academic year
      • $10,000 2011/2012 & $10,330 2012/2013
      • Prorated if < 100% eligible

                                                13
Post-9/11 GI Bill Benefit Payments

Payments to student:

  Monthly Housing Allowance (BAH)
                If eligible

 Books and Supplies Stipend

 Kickers/College Fund are payable

 ”Buy-up” is NOT payable
  Can’t get their contribution back

                                 14
        Post-9/11 GI Bill Benefit Payments
               Miscellaneous Payments
-Tests up to $2000/test
    •    Licensing & Certification (Microsoft, NCLEX, Airframe etc)
    •    National Exams (LSAT, GMAT, TOEFL etc)
    •    Only pays for test, not books & other related costs
        Entitlement charged at 1 month for each $1460 paid
        Student applies, School does not certify

–   Extending payment to end of term (not beyond 48
    months for member/not at all for TOE dependents)
–   Work-Study (at least 75% rate of pursuit)
–   Tutorial Assistance (at least 50% rate of pursuit)
–   Refund of applicable % of Ch30 Contributions
    (only once ALL Ch33 entitlement is exhausted & only if VET
    exhausts CH33, not TOE dependent)
                                                         15
                        Tuition and Fees Defined


   TUITION – The actual established charges for tuition the student is required
    to pay. Tuition is defined in the school’s catalog or supplement & listed as
    tuition on the school’s billing statement or invoice.

   FEES - Any mandatory charges (except tuition, room, and board) charged
    to all students in that program including, but not limited to:
           • Health premiums (if not waived)
           • Graduation fees (error in SCO Handbook)
           • Lab fees
     Examples of fees that are not certifiable to VA:
        • Penalty fees of any kind (including surcharges)
        • Parking fees
        • Admission fees

         NOTE: If the fees is not paid to the school it is not certifiable
                                                                  16
                  NET Tuition & Fees Defined


   Net tuition and fees are the actual net cost for tuition and fees
    after deducting any waiver of, or reduction in, T&F including any
    federal funds OR scholarship, state, institutional, employer, local, or
    private aid or assistance paid directly to the school and MARKED
    FOR THE SOLE PURPOSE OF DEFRAYING T&F.

   EXCLUDED from deduction:
        –Loans and Title IV Financial Aid (i.e.Loans and aid under
        section 401(b) of the Higher Education Act of 1965)
        –Any non-federal aid that does not have to be used solely
         toward T&F

   Must find out if student is receiving Federal Aid (ie ROTC, MYCAA etc)
    and/or military Tuition Assistance


                                                                 17
                         NET Tuition & Fees


                          Federal Aid:
  You should report the charges remaining after deducting
  Federal or DOD aid such as:
  - Government Employees’ Training Act (GETA)
  - Tuition Assistance (TA)
  - Reserve Officers Training Corps (ROTC)
  - Military Spouse Career Advancement Accounts (MYCAA)
  - Health Professional Scholarships (HPSP)



NOTE: If full tuition and fees are certified, the school will end up
with an overpayment.


                                                            18
                                  NET Tuition & Fees
                              TITLE IV FUNDS
By law VA cannot consider Title IV Financial Aid when determining the
amounts payable under VA educational assistance programs.
The term "Title IV Funds" refers to the Federal Financial Aid Programs authorized under the
Higher Education Act of 1965 (as amended) and includes the following programs—

         Unsubsidized and Subsidized Federal Family Education Loans (FFEL),
         Unsubsidized and Subsidized Federal Direct Stafford Loans,
         Federal Perkins Loans,
         FFEL Parent (PLUS) Loans, Federal Direct PLUS Loans,
         Federal Pell Grants,
         Federal Supplemental Educational Opportunity Grant


NOTE: Ch 33 will be paid and Financial aid counselors at the schools will
determine whether or not it is appropriate for the student to remain entitled
to the other aid and scholarship programs. VA has no authority to provide
guidance regarding the impact of receipt of Post-9/11 GI Bill payments on non-
federal financial aid.

                                                                               19
                 FLAT RATE T&F


 If a school charges a flat rate tuition amount for
  modulated terms the school will divide the total
  tuition charged by the minimum number of
  hours considered full-time. They will certify that
  amount for each hour certified up to the
  minimum number of hours required for full-
  time training. No tuition should be certified for
  subsequent hours pursued.



                                            20
                        T&F Payment Issues


If a student is exhausting their entitlement under Ch30 or CH33 and:
 They are reaching their 36 month max, VA will send
  all applicable payments for the term in full
 They are reaching their 48 month max (ie used more
  than one chapter) VA will prorate all applicable
  payments
 No extension ever for Transfer of Entitlement (TOE)
  students
 All other chapters have no extension of entitlement and
  payments are prorated
 VA will also prorate T&F pmt if yearly max is reached

                                                          21
                      Identifying payments from VA


   VA will make one Automated Clearing House (ACH) deposit for the Tuition and
    Fees payment and one for the Yellow Ribbon Program payment, if applicable,
    directly into the school's financial account for each certified Chapter 33 student.
   The direct deposit payment will include an addenda field with the student's
    identifying information. The addenda will include:
     – the student's VA file number,
     – the student's name (up to 20 characters), and
     – the term dates for the payment.

   Schools may request the addenda information from their Financial Institution.
    Please request that your financial institution provide this information in a
    readable format so that you will be able to match the payment with the
    student.

NOTE: If your direct deposit information changes or you wish to enroll in direct
  deposit, please notify me immediately by emailing jodie.balder@va.gov.

                                                                           22
             Identifying payments from VA


 Should VA not have an active direct deposit payment address
  for your school, we will make payments to you by paper check.

 These checks will be sent to the mailing address on file. A stub
  containing the student's identifying information specified above
  will be attached to each check.

 VA will also mail each School Certifying Official a weekly
  report known as the Vet Rep Listing Report. This report lists
  all VA education benefits your students are receiving.

 Payments made directly to the schools will be listed on the
  report in a subsection titled "Chapter 33 Tuition and Fees, and
  Yellow Ribbon Payments." Payments to students will not be
  listed.


                                                       23
   QUESTIONS?




Payments to students
     is next!

                       24
                      Monthly Housing Allowance


 Equivalent to the DOD Basic Allowance for Housing (BHA)
                  for an E-5 with dependents
   http://perdiem.hqda.pentagon.mil/perdiem/bah.html
   – Doesn’t matter what grade at discharge or if they actually have
     dependents
   – paid directly to the eligible person on a monthly basis
   – Prorated based on the applicable entitlement % & ROP
   – Adjusted in August of each year for VA
   – Determined by zip code of the school where student is enrolled
   – Braches using main campus facility code receive the same BAH
   – All campuses of a school participating in Centralized Certification
     receive the BAH based on the zip code attached to the facility code


                                                                  25
                      Monthly Housing Allowance


 Active duty members & anyone whose “rate of pursuit” is
  50% or less, are not eligible for the monthly housing
  allowance:
   – All courses (on-line & resident) count for greater than 50% rule

 If pursuing training solely by distance learning will receive
  Max of half the national average:
   – For 2012/2013 academic year a full time, 100% eligible person will
     receive $684.00
   – Prorated if less than 100% eligible & prorated if less than full time

 If pursuing training with a combination of distance learning
  and resident training:
   – Eligible for resident BHA if taking at least 1 resident seated class
   – Zip code of in-residence school will be used
   – Prorated if less than 100% eligible & prorated if less than full time

                                                                    26
              Rate of Pursuit (ROP)

• Rate of pursuit applies specifically to the Post-9/11 GI
  Bill, and is similar to training time in other benefits
• It is calculated by dividing the number of credit hours
  being pursued by the number of credit hours that is
  considered to be full-time at the specific institution
• The resulting percentage is the individual’s rate of
  pursuit. NOTE: Rate of Pursuit also determines
  Entitlement charge.
• Example: 6/12= .50 or 50% NOT eligible BAH
            7/12 = .58 or 58% IS eligible BAH

                                                27
             Rate of Pursuit
           Non-Standard Terms/summer:
For non-standard terms such as summer, rate of
pursuit will be calculated just as we do now for
training time using “equivalent credit hours”
Once you have calculated the “equivalent credit
hours” you will use that number in your rate of
pursuit calculation along with the standard FT
measure EX: Term 6/1/09 – 7/30/09 @3 cr (= 9 wks)
- At a semester hour school 3cr over 9 weeks is
     equivalent to 6 credits over a standard term.
- Rate of Pursuit: 6/12 =.50 or exactly 50%
- So NO BAH as the rate of pursuit must be MORE than 50%

                                               28
                                  Hybrid Courses
                             “ HYBRID COURSES”

   For VA purposes, the term "Hybrid" doesn't exist. Courses are
    either "residence" courses or "distance learning" courses.

   A course that meets face to face to provide instruction for the number of
    hours necessary to qualify for the credit hours being awarded would be a
    residence course even though they are using online resources to post
    assignments and submit work. EX: A 3 semester hour course over a 16
    week term must meet, face to face, for at least 48 hours to qualify as a
    residence course (3x16 = 48).
   A course that meets only a short period of time so that the instructor can
    answer questions or counsel students but which has the bulk of instruction
    provided through an online source, or where students work at their own pace
    with a teach available for questions, would be considered a distance
    learning course.
   You need to decide which category your courses would fall under and certify
    accordingly. As in all aspects of VA certification, compliance surveys will
    review to ensure that certification is accurate.
                                                                    29
        SUBSISTENCE VS BHA

 Students who are eligible for both chapter 31 and
  chapter 33 can choose the Chapter 33 monthly
  housing allowance instead of the chapter 31
  subsistence allowance:

    CH31 currently pays $554.22 for FT w/ no dependents
    CH31 monthly subsistence payments are prorated by
     training time
    CH33 BAH will be prorated by training time but NOT by
     eligibility tier
    There will be no entitlement charge against CH33
    Student is not limited to remaining CH33 entitlement but
     must have at least 1 day of entitlement remaining & still
     be within their period of eligibility
    Student will need to apply & receive a CH33 COE



                                                   30
               Books and Supplies Stipend


 IHL SCHOOLS Up to a $1,000 per 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)
 Prorated based on the percentage of the maximum
  benefit payable
 Active duty members are now eligible eff. 8/1/11

Note: These benefit payments are paid directly to the student


                                                           31
             Books and Supplies Stipend


 Example:
  – If Susan enrolls in 15 credit hours for the Fall Term, she
    will receive a lump sum payment of $625.05
    ($41.67 x 15 credit hours = $625.05)

  – During the Spring term she enrolls in 12 hours.

  – Susan is only eligible to receive the books and supplies
    stipend for 9 of the 12 credit hours, she can not exceed the
    maximum of 24 credit hours in a single academic year.
  – Her payment for the Spring term will be $375.03
    ($41.27 x 9 = $375.03)


                                                      32
                           EXCEPTIONS
                                 FLIGLHT SCHOOLS:

                                  – No books & supplies stipend
                                    to student
 NCD SCHOOLS
                                  – No Housing payment to
  BOOKS:
                                    student
  – Up to $83/month               – Kickers/College Fund are
                                    payable
  – Up to a $1,000 per year
                                  – Payments are made to
  – Prorated by eligibility %       school after certification of
    only                            hours just as they currently
                                    are for our other chapters
                                  – Student may want to time
                                    hours flown if near end of
                                    academic year


                                                         33
             Kickers/College Fund/”Buy-Up”


 MGIB (Ch30) and/or MGIB-SR (Ch1606) kickers under
  Chapter 33 will be:
   – Paid monthly to student for enrollment period based
     on rate of pursuit
   – Paid to spouse/child if using transferred benefits

 Kickers from a non-relinquished benefit are no
  longer payable under chapter 33 eff. 8/1/11
 $600 buy-up does not transfer to chapter 33 & no
  refund will be given

                                                  34
   Elections – What should a vet consider?


 Which benefit pays them more?
   –   Are they receiving other aid?
   –   What Chap 33 tier are they eligible for?
   –   Rate of Pursuit
   –   Generally, if BAH exceeds current monthly benefit,
       they gain under Chap 33.
 What type of training?
 Is delimiting date important to them?
 In Armed Forces
   – Eligible for TOE? Want to transfer?
 Benefit comparison information is available
  at www.gibill.va.gov
                                                  35
    QUESTIONS?




Certification issues are
          next!

                           36
                Certification Issues


 Submit certifications as early as
  possible
  – Only certify confirmed T&F
  – If you don’t have confirmed T&F, submit without
    T&F so student can get BAH, the book stipend &
    kicker, if applicable
  – “Amend” the cert once T&f are confirmed
 Submit certifications showing actual number
  of credit/clock hours, not just the number for
  full time


                                           37
                        Certification Issues


 When certifying a Ch33 Post 9/11 student you enter the net tuition
  and fees in the T&F box in VA Once.
   – Do not enter a per credit hour figure.

 If you have a student who is solely online enter a “0" in the “Res"
  box and enter the number of online hours in the “Dist” field.

 Only the number of regular credits should be entered in the “Res”
  field and only the number of distance learning/online credits should
  be entered in the “Dist” field. Do NOT add them together for the
  “Res” field. Each field is separate.


NOTE: Only the fields marked with an * require an entry.

                                                            38
                                Certification Issues


   Grad Students: VA Once enter how many hours is considered full-time
   for that grad student. (ie if 9 cr is considered full time you will enter a
   “9” in the TT/FT box.
 If a student is in a upper level type of program with no credits but is
  paying T&F, you must enter 1 credit and 1 credit as full time.

 If a student at a Public School is charged out of state tuition you will
  report the net in state T&F.
    – If participating in YR to cover the out of state portion enter that figure in the
      YR box
    – Enter the out of state charges (above & beyond the in state T&F) in the
      “Out St Chg” box
    – The “Out St Chg” box is only visible if the BIO is set to 33YR



                                                                        39
        CLOCK HOUR SCHOOLS/PROGRAMS


 If a program is measured in Clock Hours the
  beginning date, ending date & number of clock hours
  per week must be reported.
 If the clock hours per week vary AND the benefit
  amount is affected, the variance must be reported in
  calendar weeks
       Sunday to Saturday, regardless of what day of the week the
        student starts class on.
       If benefit is not effected you do not need to report (ie a
        change in clock hours from full time to full time)
 18 clock hours per week are required for classroom
  based programs and 22 clock hours per week for
  shop/practice based programs
                                                         40
      CLOCK HOUR SCHOOLS/PROGRAMS


 If your school reports in CLOCK HOURS:
      You must report in clock hours under CH33
      VA will convert the clock hours to credit hours to
       determine the maximum amounts payable.


 How VA will convert clock hrs to credit
  hrs:
      Divide number of semester/quarter hours required for full-time by
       the number of clock hours required for full-time
      Multiply result by the number of clock hours student is enrolled
      Divide equivalent credit hours by FT credit hour measure


                                                            41
       CLOCK HOUR SCHOOLS/PROGRAMS


 EX: Full time is 12 credit or 22 clock
        Student is pursuing 6 clock hours per week

       Step 1: 12cr ÷ 22clk = 0.54545

       Step 2: 0.54545 X 6clk = 3.27270
           (conversion = 3.3 credits)

       Step 3: 3.3cr hours/12cr for FT = .275 or 28% ROP

       This student would not be entitled to BAH




                                                    42
                      Wave Verifications


 At this time, Ch33 Post 9/11 students do NOT have to
  verify their attendance monthly to receive their monthly
  housing allowance. Wave is NOT available to them at all.
 This will likely change in the future, once the computer system
  for CH33 is more fully automated.

 In the mean time, it is very important when a student
  reduces or withdraws that they and you let VA know as
  those monthly housing payments will continue to
  automatically go out until VA is notified. This will
  obviously create a much larger overpayment for the
  student.




                                                       43
                          Wave Verifications


   Student's cannot change their address or EFT information online for
    CH33. Even if they have a WAVE account because they were
    previously using another benefit it will not change the information for
    CH33.

   If they only need to change their EFT information they can call the
    AUTOMATED EFT line at 1-877-838-2778

   If they have address changes and EFT or just an address change they
    will need to call the GI Bill line at 1-888-442-4551, send a Right Now
    Web through the GI Bill line or write and send the information to VA
    through the postal mail.

   You can also provide address changes through VA Once.




                                                                44
      QUESTIONS?




Next: Yellow Ribbon

                      45
                   Yellow Ribbon Program

• IHLs may voluntarily enter into an agreement with VA to fund tuition
  and fee costs that exceed the net T&F for:
    − Training at private institutions over the yearly CH33 max
    − Out-of-state tuition at Public institutions
• Only available to students entitled to the 100% benefit level (including
  TOE dependents of vet)
• Active duty students (including their spouses under TOE) cannot
  receive yellow ribbon.
• VA will match each dollar that an IHL contributes toward the student’s
  tuition costs, up to 50% of the difference between the student’s Ch33
  payment & the net cost of tuition and fees.
• Can specify who is eligible to some degree (ie 100 students total with
  25 allotted to the School of Law & 75 for students from the College of
  Education) but there are restrictions.
                                                                  46
                   Yellow Ribbon Program (Cont’d)


   Can I establish a deadline each year for students to submit
    applications for the Yellow Ribbon Program?

    - Yes. Although you are required to offer the Yellow Ribbon Program to your
    students on a “first come, first served” basis, you may establish policy detailing how
    this will be implemented, which may include an application deadline.

    - The policy should be clearly documented and communicated to your students.
    - Students who participate in the Yellow Ribbon Program during one academic year
    must be offered Yellow Ribbon Program benefits throughout their education at the
    school as long as the following apply:

      The school continues to participate in the program,
      The student remains in good academic standing, and
      The student has remaining entitlement.

BUT: You may change the amount you choose to contribute to a student when you sign a
     new agreement for a new academic year.

                                                                             47
                   Yellow Ribbon Program (Cont’d)


 How does VA interpret the terms “Direct Grant” and
  “Scholarship” in Question 5 of the Agreement?
   - The   law requires you to tell us how you will provide the contribution.

   - Yellow Ribbon Program contributions cannot be:
       1. Loans
       2. Funds received directly or indirectly from Federal sources
          (including Title IV funds), or
       3. Funds from a third party that are not under the “unrestricted
          control” of the school.

   - The term "unrestricted funds" refers to funding that is available to
  the IHL without any conditions on its use (i.e., designated for use by a
  specific individual or a specific group of individuals).


                                                                  48
                 Yellow Ribbon Program (Cont’d)


   Bio screen must be set to “33YR” for the YR box to be active on certs screen
   School will enter the amount of YR they have contracted for in the YR box in VA
    Once for the term being certified
   EXAMPLE: A private profit IHL agreed to pay $1,000 during the academic year
    for each Yellow Ribbon student. VA pays maximum T&F of $18,077.50 for this
    academic year under chapter 33.


     – Jim’s net tuition and fees for Fall ’12 are $26,500.
     – That leaves $8422.50 T&F remaining after CH33 pays. The Schools Yellow
       Ribbon contribution is $1,000, VA matches $1,000 so Jim must pay
       remainder of $6422.50.
     – Jim has used the maximum YR contribution from school for academic year
       and will not be entitled to further YR for the academic year.
     – Jim has used the maximum CH33 available for the year and will not receive
       further CH33 from VA for the academic year.


                                                                      49
 QUESTIONS?




TOE & FRY is next!


                     50
Transfer of Entitlement
 Department of Defense Benefit
      Administered by VA




                                 51
            Transfer of Entitlement
                 (Department of Defense Benefit)




 DoD may allow an individual to transfer
  entitlement to children/spouse while in
  the Armed Forces, 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.
 There is one permanent & 5 temporary
  exceptions to the rules above.
                                                   52
                 Transfer of Entitlement
                       (Department of Defense Benefit)




 DoD solely determines eligibility for transferability
 Can only add dependents while in the Armed
  Forces. A dependent generally cannot be added
  after the individual leaves service
 They can only transfer as much entitlement as
  they have remaining
 The transferor can revoke or modify the
  transferred benefits at any time
   – Through the TOE website if in the Armed Forces
   – By writing VA in no longer in the Armed Forces


                                                         53
                       Transfer of Entitlement

                                   Children:
                                      Can use CH33 only after the
Spouse:                                Transferor has completed at least
 Can start to use CH33                10 years of service
  immediately                         Cannot use CH33 until attainment
 Is paid as the Transferor            of a secondary school diploma (or
  would be (i.e. Is not eligible       equivalency certificate), or age 18
  for BAH or YR while the             Always paid as if the transferor is a
  Transferor is on active duty)        VETERAN (i.e. Entitled to BAH &
                                       YR if eligible even though the
 Can use CH33 for up to 15            Transferor is on active duty)
  years after the Transferor’s        May not use the benefit after
  last qualifying separation           reaching 26 years of age
  from duty                           Transfer must be done by the
                                       parent by the child’s 23rd
                                       birthday.

                                                                 54
                       Transfer of Entitlement

            TEB Portal issues: 800-477-8227
http://wwwdefenselink.mil/home/features/2009/0409_gibill/
How To Apply:
Step 1 - the Transferor applies for the Transfer
  https://www.dmdc.osd.mil/TEB
NOTE: Transferor can relinquish a benefit on the portal

Step 2 - The web portal is updated to show approval
Step 3 - Transferor makes a copy of the screen showing
  the approved status and brings it to the SCO
                Will not show eligibility %
                                                          55
                    Transfer of Entitlement


 Step 4. The transferee (student):
   – Fills out a 22-1990E (or applies online on the GI Bill website)
     and submits it to VA
   – Students should not send an application to VA until the
     service member has completed the transfer process on the
     DOD web portal
   – You should ask the student for a copy of the 1990E so you
     know that they completed it and have submitted it

 Step 5 - After the student has submitted the 22-
  1990E:
   – you should certify them to VA through VA Once
   – VA File number & SSN = STUDENTS SSN
   – NO payee number (use 00 vet or xx default)
                                                          56
                           FRY SCHOLARSHIP


 Children of military personnel who died in the line of
  duty since Sept. 11, 2001, can apply for an educational
  scholarship similar to CH33.
 Apply on VA Form 22-5490 or online on the GI Bill
  website.
 Each child of a fallen soldier will qualify for the maximum
  benefit of:
   –   Tuition and fees of up to the maximum for their type of training
   –   A monthly housing allowance at an E-5 with dependents
   –   An annual books & supplies stipend of up to $1,000/24 credits
   –   Each child gets 36 months of benefits

                                                              57
                         FRY SCHOLARSHIP


 Individuals eligible for FRY and TOE based on 2
  parents cannot receive both benefits concurrently
      • They do not need to make an election

      • They can switch between the 2 benefits from term to term

 Individuals can no longer establish eligibility for both
  FRY and CH35 benefits based upon one parent’s death
      • Child must make an election of which benefit to receive

      • Fry will generally be the better benefit



                                                         58
  QUESTIONS?




    Next:
Overpayments!

                59
         How Can My School Avoid Liability


 Ensure notifications of enrollment and changes in
  enrollment are certified to VA in a timely manner.
 VA & SAA conduct Compliance Surveys to ensure
  that schools and their approved courses are in
  compliance with all applicable provisions of the law.
     Currently ALL Private Profit, NCD, FLIGHT & schools with
     300 VA students or more will have a compliance survey
     conducted every year

 The purpose of these activities is to prevent
  deficiencies and to correct them when they are
  found. Compliance surveys are also a means to
  identify school negligence or fraud.
                                                      60
                  Overpayment of Benefits


 An individual who doesn’t complete one or more
  courses and who does not provide mitigating
  circumstances for not completing such course(s), will
  be charged an overpayment equal to the amount of
  ALL of the tuition & fees, BAH and Yellow Ribbon, if
  applicable, paid for such course(s) for that period of
  enrollment.

 VA will determine the amount of overpayment of
  chapter 33 benefits and notify the student.

 Student will keep the full book stipend paid if they
  attend at least one class session.
                                                 61
             Overpayment of Benefits


 Six credit hour exclusion still applies to
  first reduction or withdrawal
 If mitigating circumstances exist,
  student may be due partial payment of
   – Tuition and fees (and Yellow Ribbon)
     prorated to date last attended for complete
     withdrawals and end of the month for
     reductions
   – Housing allowance paid until end of month
     in which the reduction or withdrawal
     occurred
                                         62
         Overpayment of Benefits (Contd)



 In most cases, overpayments will not be
  collected during the due process period,
  which is 30 days from the day of notification.

  Bottom Line: Students with existing
  overpayments on their record may attend
  schools; however, their benefit payments
  may be applied to the overpayment until it is
  repaid.

                                          63
               Overpayment of Benefits (Cont’d)


 The student is responsible for any overpayment incurred as a
  result of not completing the course(s) if they started the term

 If an overpayment is charged, the student will make repayment
  arrangements with VA’s Debt Management Center (DMC)
• If the student remains in school, they may be able to set up a
  repayment plan with the Debt Management Center.
                         1-800-827-0648
 If the student does not complete a course, schools should follow
  their established student refund policy

 NOTE: It is important that the school not return funds if the debt is
  on the student debt.

                                                              64
                 Overpayment of Benefits (Cont’d)


 Instances when a school will be assigned the debt:
    –   If the student never attends a term at all
    –   The school reported T&F that were too high
    –   The VA pays an erroneous/duplicate amount that is too high
    –   The student passes away

 Do not return funds until you have received a debt letter
    – If debt is due to VA error (ie there is no adjustment for you to send)
      you must contact VA so they can establish the debt
 If returning the entire amount received electronically, return
  using ACH return code R31
 If using plastic card or ACH debit return through PayVA at:
  https://www.pay.va.gov/ Do NOT to to Pay.gov, which is the
  Treasury site.

                                                                    65
              Overpayment of Benefits (Cont’d)


 If returning a paper VA issued check, return to:
   – US Dept of Veterans Affairs
     Debt Management Center
     PO Box 11930
     St Paul MN 55111

 If only returning a portion of the VA funds received (ie writing
  a school check), return to:
   – US Dept of Treasury
     Financial Management Service
     PO Box 51318
     Philadelphia PA 19115-6316
 Mailed returned payments must include the debt remittance slip
  that DMC sends with the debt letter. You must send the original
  and not a photo copy.
                                                          66
        Overpayment of Benefits (Cont’d)


 If the school needs more information about the
  debt or wants to dispute the debt, an e-mail box
  has been set up to address questions directly
  with DMC

 Rather than sending a Right Now Web
  (RNW) inquiry, schools should send their
  question to: DMCEDU.VBASPL@VA.Gov
 Schools must provide complete information
  regarding the veterans name and last four (SSN),
  the amount of debt, the term in question and the
  complete name of their school

                                           67
                       Overpayment of Benefits


 If an individual is “called up” to active duty, VA will restore
  entitlement if the individual does not receive credit for the course.
  In these instances VA 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 the book stipend for the
      enrollment period; and
    – Discontinue the monthly housing allowance at the end of the
      month during which the individual last attended.

 NOTE: Have the student submit a copy of their DD Form 214 upon
  return from their call up as they may be entitled to a higher benefits
  % level.

                                                              68
     Transfer of Entitlement & Overpayments




 IMPORTANT !!

  – Transferor and individual using
    transferred entitlement are jointly
    liable for any overpayment of chapter
    33 benefits




                                     69
           QUESTIONS?




Next: Reductions/Terminations
         in VA Once

                          70
       Reductions/terminations & VA Once


 For NCD programs we need both:
  – Last date of attendance and
  – Last date credit accrued

 In the absence of attendance records, last
  date of attendance can be determined by:
  –   Last activity date in instructor’s records
  –   Last date papers were submitted
  –   Last date an exam was completed
  –   Last date a student logged on for online courses
  –   The student’s reasonable statement
                                              71
       Reductions/terminations & VA Once


 ALL reductions in hours (regardless of when they
  occur) are student debts.
   – Report the amount of T&F for the reduced number of
     credits/clock hours on the adjustment
       • NOTE: This is not necessarily what the student is charged

   – Report the last date the student attended class as the
     LDA/EFF date
   – If NCD report the last date for which the student will be
     given credit as the Credit Accrued date
   – Refund the student according to your schools refund policy
   – Student will not have to return the book stipend if they
     attend any portion of the dropped course


                                                          72
         Reductions/terminations & VA Once


 If student attends part of the period certified & then
  completely withdraws the debt is on the student
   – You should follow your school’s normal refund procedures
     with the student
   – Student will not have to return the book stipend

 If a student does not attend the term/mod/period
  certified at all the T&F debt is on the school
   – Report “withdrew before the beginning of term” if the
     student does not attend at all
   – NOTE: Withdrawals reported as being on the first day of the
     term are treated the same as never attended
   – The student must return all BAH, book stipend & kicker
     payments
                                                      73
          Award Adjustments/amendments


 Always make sure a 1999b (termination, amend,
  adjust, as applicable, has been submitted before
  returning funds to VA)
   – If VA receives a returned payment & no change has been
     sent by the school VA does not know what to do with the
     payment.
   – The payment is put into a “suspense” account until
     someone can look at the case & often the check is no
     longer good by the time the 1999b is received and the debt
     created
   – If the school returns funds but the debt is on the student, it
     will also go into a suspense account & the student’s
     payments will be recouped toward the debt until someone
     looks at the case
                                                       74
                        References


 The GI Bill website: www.gibill.va.gov
   – Sign up for updates to FAQs
   – Sign up for RSS feeds to be notified of changes to the web
     page (orange block on page that says RSS)
   – Send a Right Now Wed Inquiry to Atlanta (see page 12 & 13
     of the SCO Handbook for help)

 The SCO Handbook on the GI will website
 SCO Hotline: 1-855-225-1159
 Yellow Ribbon mailbox (yellow.ribbon@va.gov)


                                                     75
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