AIR FORCE BOARD FOR CORRECTION OF MILITARY RECORDS
RECORD OF PROCEEDINGS
DOCKET NUMBER: BC-2011-05109
COUNSEL: NONE
HEARING DESIRED: NO
IN THE MATTER OF:
________________________________________________________________
APPLICANT REQUESTS THAT:
He be allowed to transfer his Post-9/11 GI Bill benefits to his
dependent.
________________________________________________________________
APPLICANT CONTENDS THAT:
He started terminal leave at the end of Jun 2009 and did not
receive information about the DoD Policy, dated 22 Jun
2009 providing guidance on transferability.
Prior to his retirement ceremony on 25 Jun 2009 he was actively
completing all necessary appointments for separation from active
duty. He started terminal leave and had no official access to
information concerning the Post 9/11 GI Bill. In addition, no
one on the installation attempted to contact him concerning this
very important information.
He recently became aware that transferability of the GI Bill was
only allowed while he was on active duty. If he had known about
the transferability rules at the time he would have certainly
applied.
He earned his undergraduate and graduate degrees while on active
duty and had every intention of transferring his Post 9/11 GI
Bill benefit to his daughter. In light of the policy timing and
his retirement time frame he urges the Board to allow him to
transfer this benefit to his dependent daughter.
The applicant's complete submission is at Exhibit A.
________________________________________________________________
STATEMENT OF FACTS:
The applicant began terminal leave on 25 Jun 2009 and retired in
the grade of senior master sergeant effective 30 Sep 2009.
Post 9/11 GI Bill: Any member of the Armed Forces (active duty
or Selected Reserve, officer or enlisted) on or after 1 Aug
2009, who is eligible for the Post 9/11 GI Bill, and:
Has at least six years of service in the Armed Forces on
the date of election and agrees to serve four additional
years in the Armed Forces from the date of election.
Has at least 10 years of service in the Armed Forces
(active duty and/or selected reserve) on the date of
election, is precluded by either standard policy (service
or DoD) or statute from committing to four additional
years, and agrees to serve for the maximum amount of time
allowed by such policy or statute, or
Is or becomes retirement eligible during the period from
1 Aug 2009, through 1 Aug 2013. A service member is
considered to be retirement eligible if he or she has
completed 20 years of active duty or 20 qualifying years of
reserve service.
For those individuals eligible for retirement on 1 Aug
2009, no additional service is required.
For those individuals who have an approved retirement
date after 1 Aug 2009, and before 1 Jul 2010, no
additional service is required.
For those individuals eligible for retirement after
1 Aug 2009, and before 1 Aug 2010, one year of
additional service after approval of transfer is
required.
For those individuals eligible for retirement on or
after 1 Aug 2010, and before 1 Aug 2011, two years of
additional service after approval of transfer are
required.
For those individuals eligible for retirement on or
after 1 Aug 2011, and before 1 Aug 2012, three years
of additional service after approval of transfer
required.
________________________________________________________________
2
AIR FORCE EVALUATION:
AFPC/DPSIT recommends denial. DPSIT states if the Board finds
there was an injustice to the extent that the member did not
receive adequate pre-separation counseling, as required by law
and DoD regulation, and was not personally notified about the
need to transfer while serving in the Armed Forces, the Board
may approve the applicant’s request.
DPSIT states in part, service members enrolled in 38 U.S.C.,
Chapter 33 (Post 9/11 Educational Assistance), are able to
transfer unused educational benefits to their dependent spouses
or children. Any member of the Armed Forces, active duty or
Selected Reserve, officer or enlisted, on or after 1 Aug 2009,
who is eligible for the Post 9/11 GI Bill, has at least six
years of service in the Armed Forces on the date of election,
and agrees to serve a specified additional period in the Armed
Forces from the date of election (if applicable), may transfer
unused Post 9/11 benefits to their dependents pursuant to
Service regulations. The transfer of Post 9/11 GI Bill benefits
must be initiated while the member is serving in the Armed
Forces, which is defined as limited to those on active duty or
in the Selected Reserves.
The Air Force issued AFI 36-2306, Voluntary Education Program,
on 23 Jul 2009, which was subsequently replaced with AFI 36-
2306, Attachment 9. Paragraph A9.4.3.15.4, requires pre-
separation counseling, documented on DD Form 2648, Pre-
Separation Counseling Checklist. However, the Air Force did not
engage in a Service-wide effort to seek out members who were
already on terminal leave, or who had already completed their
pre-separation counseling, in order to provide them with
additional counseling on the Post 9/11 GI Bill.
The complete DPSIT evaluation is at Exhibit C.
________________________________________________________________
APPLICANT'S REVIEW OF AIR FORCE EVALUATION:
His retirement ceremony took place on 25 Jun 2009 and
subsequently he began terminal leave. He did not return to his
military
out-processing
appointment. The effective date of his retirement from active
duty was 1 Oct 2009. Three to four weeks prior to his
retirement ceremony he was out-processed and no longer had
access to his Air Force network. He was aware that he would be
eligible to transfer his Post 9/11 GI Bill benefits because he
would still be on active duty as of 1 Aug 2009 as specified in
the initial announcements, but the very specific rules governing
transferability were still being determined. Due to starting
terminal leave and not having access to information flowing
organization
final
until
his
3
through official Air Force communications he was unaware that
transferability to dependents had to be completed while on
active duty. He was unaware of the specific requirement until
he completed the application for transferability on 19 Oct 2011.
None of the information he received prior to his retirement
provided the specific requirement that transferability had to
occur while the member was on active duty. In Feb 2010, he
applied for his own Post 9/11 GI Bill benefits through the
Veterans Online Application (VONAPP) process. On 9 Mar 2010 he
received his Certificate of Eligibility to receive benefits.
Even at this time, he was unaware that he would not be able to
transfer his education benefits to his daughter. His process of
understanding was very simple (a) he was on active duty on 1 Aug
2009, therefore eligible for transferability, (b) he received
his Certificate of Eligibility, and (c) his daughter was
registered in the Defense Enrollment Eligibility Reporting
System (DEERS) since 2005. Based on his service records and
these three facts, he assumed he would be able to transfer
benefits at any time. He was totally unaware that his window to
transfer benefits had closed. On 19 Oct 2011, he completed the
application to transfer his Post 9/11 GI Bill benefits to his
dependent daughter through the VONAPP process. He submitted the
application, but the results returned an ineligible response.
After exhaustive research he finally found the specific
requirement that “transferability to dependents had to occur
while the member was on active duty.”
His complete response, with attachments, is at Exhibit E.
________________________________________________________________
THE BOARD CONCLUDES THAT:
1. The applicant has exhausted all remedies provided by
existing law or regulations.
2. The application was timely filed.
3. Sufficient relevant evidence has been presented to
demonstrate the existence of error or injustice. While we note
the steps the Air Force office of primary responsibility
indicates were taken to inform eligible personnel of this new
benefit, it appears that through no fault of the applicant he
was not timely made aware of his eligibility and the steps
necessary to transfer his benefits to his dependents. In
addition we find no basis to question the applicant's account in
this matter and do not find it reasonable that he would have
knowingly elected not to pursue use of this important
entitlement. Therefore, in the interest of justice, we find the
evidence sufficient to grant the requested relief and recommend
his records be corrected as indicated below.
4
________________________________________________________________
THE BOARD RECOMMENDS THAT:
The pertinent military records of the Department of the Air
Force relating to APPLICANT be corrected to show that on 30 Sep
2009 he elected to transfer his Post 9/11 GI Bill Educational
Benefits.
________________________________________________________________
The following members of the Board considered AFBCMR Docket
Number BC-2011-05109 in Executive Session on 13 Sep 2012, under
the provisions of AFI 36-2603:
Panel Chair
Member
Member
All members voted to correct the records, as recommended. The
following documentary evidence was:
Exhibit A. DD Form 149, dated 21 Dec 2011.
Exhibit B. Applicant's Master Personnel Records.
Exhibit C. Letter, AFPC/DPSIT, dated 1 Feb 2012.
Exhibit D. Letter, SAF/MRBR, dated 10 Feb 2012.
Exhibit E. Rebuttal, Applicant, dated 27 Feb 2012, w/atchs.
Panel Chair
5
AF | BCMR | CY2013 | BC 2013 02518
________________________________________________________________ APPLICANT CONTENDS THAT: While on active duty he followed the instructions to request Transfer of Education Benefits (TEB); however, there is no record of the transaction. The applicant states all requirements for TEB were completed; however, he went through VONAPP. ________________________________________________________________ The following members of the Board considered AFBCMR Docket Number BC-2013-02518 in Executive...
AF | BCMR | CY2013 | BC-2012-02439
AIR FORCE BOARD FOR CORRECTION OF MILITARY RECORDS RECORD OF PROCEEDINGS DOCKET NUMBER: BC-2012-02439 COUNSEL: NONE HEARING DESIRED: YES IN THE MATTER OF: ________________________________________________________________ APPLICANT REQUESTS THAT: He be allowed to transfer his Post-9/11 GI Bill benefits to his dependent. A service member is considered retirement eligible if he or she has completed 20 years of active duty or 20 qualifying years of Reserve Service.” Per the eligible service...
AF | BCMR | CY2013 | BC 2013 03179
________________________________________________________________ APPLICANT'S REVIEW OF THE AIR FORCE EVALUATION: He believes his daughter should be eligible for his GI Bill. At no time was the GI Bill transfer process requirements discussed, perhaps because they assumed he would exhaust his benefits. Exhibit C. Letter, SAF/MRBR, dated 23 Aug 2013.
AF | BCMR | CY2014 | BC 2014 00168
The remaining relevant facts pertaining to this application are described in the memorandum prepared by the Air Force office of primary responsibility (OPR), which is included at Exhibit E. AIR FORCE EVALUATION: AFPC/DPSIT recommends granting the applicants request noting the applicant may not have received accurate information regarding transferring education benefits to his dependents. Service members of the Armed Forces who, on or after 1 Aug 09, eligible for the Post-9/11 GI Bill, had...
AF | BCMR | CY2013 | BC 2013 02949
________________________________________________________________ APPLICANT CONTENDS THAT: While on active duty he was instructed by the Education Office that the Transfer of Educational Benefits (TEB) had to be accomplished while he was on active duty. However, the Board may approve the applicants request if they find there was an injustice to the extent the applicant did not receive adequate pre-separation counseling as required by law and DoD regulation and that he was not personally...
AF | BCMR | CY2012 | BC-2012-02602
In this respect, we note the applicant has provided documentation substantiating he was approved for the Transfer of Education Benefits (TEB) for one of his dependent daughters prior to his active duty retirement in October 2009. ________________________________________________________________ THE BOARD RECOMMENDS THAT: The pertinent military records of the Department of the Air Force relating to APPLICANT be corrected to show that on 27 October 2009, he elected to transfer his Post-9/11 GI...
AF | BCMR | CY2012 | BC-2012-02016
RECORD OF PROCEEDINGS AIR FORCE BOARD FOR CORRECTION OF MILITARY RECORDS IN THE MATTER OF: DOCKET NUMBER: BC-2012-02016 COUNSEL: NONE HEARING DESIRED: NOT INDICATED ________________________________________________________________ APPLICANT REQUESTS THAT: He be allowed to transfer his Post 9/11 GI Bill benefits to his dependents. We took notice of the applicant's complete submission in judging the merits of the case; however, we agree with the opinion and recommendation of the Air Force...
AF | BCMR | CY2013 | BC 2013 05596
The applicants complete submission is at Exhibit A. There is no record in MilConnect or the Right Now Technology showing the applicant made any inquiry/attempt to apply for the Transfer of Education Benefits (TEB) prior to retirement. We took notice of the applicants complete submission in judging the merits of the case; however, we agree with the opinion and recommendation of the Air Force office of primary responsibility and adopt its rationale as the basis for our conclusion...
AF | BCMR | CY2010 | BC-2010-00454
_________________________________________________________________ APPLICANT CONTENDS THAT: He was advised during his retirement out-processing that all he needed to do was complete the required forms to transfer his GI benefits to his dependents before he retired. The transfer date could be effective as early as 1 August 2009 and there would be no need to place the member on active duty since the TEB system allows for correction of the record by Air Force personnel. The complete HQ...
AF | BCMR | CY2011 | BC-2011-04334
The applicant states I out-processed the education office upon retirement, but still did not know that I had to transfer my Post-9/11 GI Bill while still on active duty. Again, a second time that the applicant could have received the information and failed to ask. The applicant states I did not sign away my right to not let my family have this benefit, the Air Force did. The applicant did sign away his right to transfer benefits to his dependents, by failing to take action when given...