New Post-911 GI Bill Education Benefits

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New Post-911 GI Bill Education Benefits Powered By Docstoc
					        AACRAO - Chicago
       Wed, Apr 15, 3:45-4:45
                 Post-
             The Post-9/11 GI Bill
       U. S. Department of Veterans Affairs

   Kent Laudeman, Vice Dean for
 Administration, USMA (Introduction)
Shawn Casey, Management Analyst –
  Education Services, VA (Presenter)
   Session ID 580 (Evaluation Form)
                                          1
  References at AACRAO
          Theme: Charting the Path
     To Institutional and Student Success

• The Chronicle of Higher Education,
  April 17, 2009, pp. A1, A25-25.
  AACRAO s         Registrar s
• AACRAO’s The Registrar’s Guide:
  ….2006, Chapter 10, “pre 9/11”
• Session: T3.402, Tue 1100-1200,
  Dawn Light and Joyce Larson,
  Servicemembers Opportunity
  Colleges (SOC)
                                            2
This Presentation will cover:

• Overview of the Post-9/11 GI Bill
• Yellow Ribbon Program
• VA Website and other resources




                                      3
    Post-9/11 GI Bill (Ch. 33)
•   Signed into law June 30, 2008
•   Provides educational assistance to
    individuals who served an aggregate of 90
    days of active duty service after September
    10, 2001 with honorable discharge.
                  OR
•   Served a minimum of 30 continuous days
    and was released for a service-connected
    disability

                                                  4
           Post-9/11 GI Bill
• Benefits are payable for training pursued on
  or after August 1, 2009
• Benefits are determined by the length of
  active duty service
• Benefits expire 15 yrs after last qualifying
  period
• Benefits are paid for any program offered at
  an IHL and approved for MGIB

                                                 5
                  Eligibility Criteria
                 Service Requirements               % of Maximum
       (after 9/10/01 an individual must serve an   Benefit Payable
                     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   6
 Post-
 Post-9/11 GI Bill Entitlement
   • Individuals will generally receive 36
     months of benefits; and
   • Limited to 48 months of combined benefits
     under educational assistance programs
     administered by VA.

NOTE: Individuals transferring to the Post-9/11 GI Bill
  from the Montgomery GI Bill (chapter 30) will be
  limited to the amount of remaining chapter 30
  entitlement.
                                                          7
     Approved Programs
• All programs approved under
  chapter 30 and offered by an IHL.
• Individuals who were previously
  eligible for chapters 30, 1606, or
  1607



                                       8
      Post-
      Post-9/11 Elections
An individual who has met the requirements to
establish eligibility under chapter 33 and, as of
August 1, 2009 is:
• Eligible for either chapter 30, 1606, or 1607; or
• A member of the Armed Forces and making the
  basic              t ib ti toward chapter 30 or
  b i $1200 contribution t         d h t 30;
• A member of the Armed Forces who previously
  declined to elect chapter 30

Must make an irrevocable election to use benefits
under chapter 33.
               Amended VA Form 22-1990
          “Application for VA Education Benefits”       9
                                                    9
         Payment Types
•   Tuition and Fees Charged
•   Rural Benefit
•   Monthly Housing Allowance
•   Stipend for Books and Supplies
•   Tutorial Assistance
•   Licensing & Certification Tests
•   Yellow Ribbon Program
                                      10
Tuition and Fees Payments
Individuals not on active duty are eligible for
the applicable percentage (based on
aggregate active duty service) of the lesser
of— (Paid to the school)
  Tuition d fees charged; or
• T iti and f       h      d
• Highest amount of tuition and fees charged for full-
  time, undergraduate training at a public IHL in the
  State the student is attending. (Determined by the
  State Approving Agency)

Active duty members generally receive 100%
rate payable (minus TA)
                                                    11
   Example: Tuition and Fees
                SSgt Booker
       ABC University, Chattanooga, TN

22 months: Aggregate time on active duty
$10,000: Cost of tuition and fees (Private School)
$8,000: Highest in-state undergraduate tuition in
Tennessee

 $8,000 x 70% = $5,600 (tuition & fees paid by VA)
                                                 12
      Overpayment of Benefits
VA will determine the amount of overpayment for
an individual in receipt of chapter 33 benefits for
uncompleted courses―
• VA will provide:
      • Notification of overpayment
                            p y
      • Who will collect the overpayment
• The student is:
       • Responsible for any overpayment incurred as a
         result of not completing courses.
       • The veteran may (or may not) receive a refund
         from the school.
   Schools should follow their established student refund policy   13
     Overpayment of Benefits
            (Cont’d)
In most cases, overpayments will not be collected
during the due process period, which is 30 days
from the date of notification.

Bottom Line: Tuition and Fee payments are paid
to the school on behalf of the veteran,
overpayments for Tuition and Fees will be
charged to the veteran.

                                              14
         Rural Benefit
(Paid to student)
   • $500 one time payment
   • Determined by most recent census data
                               sq.
     of 6 persons or less per sq mile
   • Relocate at least 500 miles to attend
     school; or
   • Travel by air to physically attend an IHL
     if no other land-based transportation
     exists
                                                 15
 Monthly Housing Allowance
(Paid to student)
The monthly housing allowance is based on―
• Basic Allowance for Housing (BAH) equivalent to an
  E-5 with dependents as determined by Department
  of Defense
• “Rate of Pursuit” (must be greater than 50%)
• Amount determined by zip code of the primary IHL
  where the student is enrolled
   • http://perdiem.hqda.pentagon.mil/perdiem/bah.ht
     ml
• Prorated percentage of the maximum benefit
  payable
                                                   16
 Monthly Housing Allowance
Cont’d―
• Individuals taking solely Distance Learning
  courses are NOT eligible for the housing allowance
• Individuals enrolled in Distance Learning courses,
                          in-residence
  must take at least one in residence course to be
  eligible for the housing allowance (>50%)
   • The housing allowance is based on the “in-
       residence” school’s zip code.

Active duty members and anyone with a rate of pursuit
of 50% or less are not eligible for the monthly housing
allowance.
                                                       17
  Example: Housing Allowance
The amount of the housing allowance is multiplied by the
percentage payable based on the individuals length of
service.
Eligibility Percentage: 90% Rate of Pursuit: 75%
Enrollment Period: 8/14/09 to 12/14/09
Housing Allowance based on school’s ZIP Code: $1 800
H   i All         b d        h l’       C d $1,800
Amount of housing: $1,800 x .90 (90%) = $1,620
Claimant would receive:
$918.00 ($54.00 per day) for the period 8/14 – 8/30
$1,620 monthly for September, October & November
$756.00 ($54.00 per day) for the period 12/1 – 12/14
                                                       18
   How is the Rate of Pursuit
         Determined?

The rate of pursuit is determined by
dividing the number of course
(credit or clock) hours an individual
is enrolled in by the number of
course (credit or clock) considered
to be full time at the IHL.


                                        19
Examples of Rate of Pursuit
Example 1:
   Full time is 12 credit hours
   Student is pursuing 7 credit hours
   7 / 12 = .58 or 58%
   * Student would be eligible for Housing Allowance
Example 2:
   Full time is 12 credit hours
   Student is pursuing 3 credit hours in a non-standard
   5 week term. Equivalent Credit Hours is 10.8
   10.8 / 12 = .90 or 90%
   * Student would be eligible for Housing Allowance
                                                       20
Examples of Rate of Pursuit
Example 3:
   Full time is 12 credit hours
   Student is pursuing 6 credit hours
             50
   6 / 12 = .50 or 50%
   * Student would not be eligible for Housing Allowance
Example 4:
   Full time is 18 clock hours
   Student is pursuing 10 clock hours
   10 / 18 = .55 or 55%
   * Student would be eligible for Housing Allowance
                                                       21
 Books and Supplies Stipend
Up to a $1,000 per academic year (Paid to student)
    • Prorated based on percentage of max rate payable
      and credit hours taken
    • Prorated if rate of pursuit is 50% or less
    • Up to 24 credit hours in a single academic year
    • Lump sum payment (each quarter, term or
      semester attended)


   Active duty members are not eligible
                                                     22
Example: Book and Supplies
                   Susan Doe
                  ABC University
  Enrolls in 15 credit hours for the Fall Term, she is
  receiving 100% maximum rate payable. Susan
                                         $625.05
  will receive a lump sum payment of $625 05
  ($41.67x15 credit hours=$625.05)
  Enrolls in 12 credit hours for the Spring term.
  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 ($41.67x 9=$375.03)
                                                     23
           Other Payments
Chapter 30/1606          Tutorial Assistance:
kicker:                    Up to $100 per
                           month not to
Paid as a lump sum         exceed a total of
amount based on the        $1200
length of the quarter,
term or semester and
                         Licensing or
student’s rate of
                            Certification Tests:
pursuit. Paid at the
beginning of the            ONE TIME payment
quarter, term or            the lesser of the
semester                    cost of the test or
                            $2000. No charge
                            to entitlement         24
Transfer of Entitlement (TOE)
           (Department of Defense Benefit)


 • DoD will determine:
   • Who is eligible to transfer benefits
   • Service requirements
 • Qualifying spouse receives benefits the
   servicemember/veteran would receive
 • Qualifying child always receives veteran
   benefits
   • Benefits end at age 26, or when designated

                                                  25
       Post-
       Post-9/11 GI Bill
           Effective Date

             August 1, 2009

Post-9/11 GI Bill (chapter 33) benefits can
be paid for training pursued on or after
August 1, 2009.

No payments may be made for training
pursued before that date.
                                              26
       Yellow Ribbon Program
                   OVERVIEW

•   What is Yellow Ribbon
•   Who may qualify for Yellow Ribbon
•   IHL participation criteria
•   How Yellow Ribbon effects recipients



                                           27
   Yellow Ribbon Program
 What is the Yellow Ribbon Program?
Yellow Ribbon Program is a benefit of the
Post-9/11     Bill. The          ll
P t 9/11 GI Bill Th program allows VA t   to
enter into agreements with IHL’s, in which the
school agrees to waive a percentage of a
veteran’s charged tuition and fees that
exceed the maximum benefit payable.

                                             28
     Yellow Ribbon Program
Who may qualify for Yellow Ribbon ?
  • Veterans at 100% rate payable
  • Dependent children - TOE
  • Spouse of Veteran - TOE

  Claimant’s tuition and fees must exceed the highest
  in-state course at a state college or university.



                                                        29
    Yellow Ribbon Program
IHL participation criteria
  • School’s designated official must complete
    and sign the formal Yellow Ribbon
    Agreement for participation
  • Agreement must be received and accepted
    by VA at time specified
  • The IHL determines the dollar amount to
    be waived up to 50% of the unmet charges
                                            30
     Yellow Ribbon Program
IHL participation criteria
   • Reports and confirms number of
     participants annually
   • Students are automatically enrolled each
                              y
     subsequent term
   • School may amend agreement with VA
   • Participant school names accessible to
     public on VA’s website

  Periodically check website for updates
                                                31
      Yellow Ribbon Program
EXAMPLE: How Yellow Ribbon effects recipients

                    Sergeant Smith
• Post-9/11 eligible
• 100% rate payable
• Tuition exceeds highest in-state IHL at state school

               Attending XYZ University

XYZ tuition cost                       $20,000
Highest In-state undergraduate tuition $15,000
Without YR - Sgt. Smith pays            $5,000
                                                         32
      Yellow Ribbon Program
    EXAMPLE: How Yellow Ribbon effects recipients

Without YR - Sgt. Smith pays                $5,000

XYZ Univ. participates in the Yellow Ribbon Program
School Agreement under YR: $2,500 of tuition waived

XYZ pays………………………………..…$2,500
VA matches School %.............................$2,500
                                                $5,000
                                              - $5,000
  With Yellow Ribbon, Sgt. Smith pays $0.00
                                                         33
      Yellow Ribbon Program
EXAMPLE: How Yellow Ribbon effects recipients

Without YR - Sgt. Smith to pay                $5,000

          p      p                             g
XYZ Univ. participates in the Yellow Ribbon Program
Agreement under YR: $1,250 of tuition waived

XYZ pays……………………………………$1,250
VA matches School %.............................. $1,250
                                                  $2,500
                                               - $5,000
   With Yellow Ribbon, Sgt. Smith pays $2,500
                                                           34
                      Websites
        Education Service Home Page
             http://www.GIBill.va.gov
    Information on:
        • The New Post-9/11 GI Bill
          Frequently A k d Q
        • F                    ti
                 tl Asked Questions
        • Other VA Education Benefits


Veterans Benefits Administration Home Page
             http://www.vba.va.gov
    • Go to “Benefits”. Click on Vocational Rehabilitation and
      Employment
                                                                 35
       Other Resources
  GI Bill Hotline: 1-888-GIBILL-1 or
(1-888-442-4551) Education Case
Manager

 1-800-827-1000 – Other benefits.
 Yellow Ribbon mailbox
     (yellow.ribbon@va.gov)


                                       36
37
        AACRAO – Chicago
       Wed, 15 Apr, 3:45-4:45
                 Post-
             The Post-9/11 GI Bill
       U. S. Department of Veterans Affairs

   Kent Laudeman, Vice Dean for
 Administration, USMA (Introduction)
Shawn Casey, Management Analyst –
  Education Services, VA (Presenter)
   Session ID 580 (Evaluation Form)
                                         38