RECORD OF PROCEEDINGS
AIR FORCE BOARD FOR CORRECTION OF MILITARY RECORDS
IN THE MATTER OF: DOCKET NUMBER: BC-2012-01648
COUNSEL: NONE
HEARING DESIRED: NO
________________________________________________________________
THE APPLICANT REQUESTS THAT:
He be allowed to transfer his Post 9/11 GI Bill educational
benefits to his dependents.
________________________________________________________________
THE APPLICANT CONTENDS THAT:
He received a briefing conducted by the Elmendorf AFB Education
office in the spring of 2009 explaining the new (at the time)
Post 9/11 GI Bill. He asked specifically whether he was
eligible to transfer the benefit to his family and was told that
he was and to apply when he was ready to use it. At no time was
he briefed, nor did he receive any instructions, that he must
apply prior to his separation.
In support of his appeal, the applicant provides a copy of his
DD Form 214, Certificate of Release or Discharge from Active
Duty, issued in conjunction with his 31 Aug 09 retirement.
The applicants complete submission, with attachment, is at
Exhibit A.
________________________________________________________________
STATEMENT OF FACTS:
The applicant was relieved from active duty, on 31 Aug 09, with
a reason for separation of Voluntary Retirement: Maximum Service
or Time in Grade.
________________________________________________________________
AIR FORCE EVALUATION:
AFPC/DPSIT recommends denial, noting the applicant was given
adequate information and failed to follow through with the
requirement to transfer benefits while on active duty.
Elmendorf AFB was given a mass briefing from the Department of
Veterans Affairs (DVA) on 7 May 09. The Base Education Office
also had follow up briefings afterwards. The guidance for the
education personnel was the use of the Directive Type Memo (DTM)
which came out on 22 Jun 09. The applicant had ample time from
his pre-separation briefing and the time of his retirement on
1 Sep 09 to sign up for the benefit to transfer to his
dependents. His failure to act in a timely manner is not a
basis for approval on the part of the Air Force. The Law
specifically states:
Subject to the time limitation for use of entitlement under
Section 3321 an individual approved to transfer entitlement to
educational assistance under this section may transfer such
entitlement only while serving as a member of the armed forces
when the transfer is executed.
Members may have had the impression that being on active duty or
in the Selected Reserve (SELRES) on the effective date of the
law, 1 Aug 09, was sufficient to "vest" them with the right to
transfer benefits at some time in the future. Had those members
sought clarification from an educational counselor, read the DoD
or Air Force guidance that was very clear on that point, or take
other measures to make timely decisions before their separation
or retirement, they could have initiated a timely transfer of
benefits.
The complete DPSIT evaluation, with attachments, is at
Exhibit B.
________________________________________________________________
APPLICANT'S REVIEW OF THE AIR FORCE EVALUATION:
The applicant indicates that, on 7 May 09, he attended the first
(and only) mass briefing concerning the Post 9/11 GI Bill. An
official from the DVA delivered the briefing. Throughout the
briefing and during the question and answer phase she stated
numerous times that "... all of the rules pertaining to the Post
9/11 GI Bill have not been worked out" and that "... further
instructions will be forthcoming." After the briefing she made
herself available for individual questions, at which time he
specifically asked if he was eligible to transfer his benefit to
his family members. He asked this because he already had an
approved retirement date and was not able to meet the active
duty service commitment due to high year of tenure (HYT). She
reaffirmed what she stated during the briefing that those who
were up against HYT would still be allowed to transfer the
benefit to their family members without an additional service
commitment. At that time nothing was said about having to apply
for the transfer while still on active duty for individuals in
his situation. He left the briefing with the understanding that
he was good-to-go in terms of eligibility and transferability,
and would get the benefit when it came time to use it. Two
weeks after the briefing, on Friday, 21 May 09, he completed his
final out-processing of the base and the Air Force. At no time
during his pre-separation briefing or his final out-processing
did anyone counsel him on the requirement to apply for
transferability prior to his official retirement date of 1 Sep
09.
On Monday, 24 May 09, he began 30 days of permissive TDY and
subsequently began terminal leave on 23 Jun 09 until his
official retirement date of 1 Sep 09. During this period,
24 May 1 Sep 09, he did not receive any correspondences or
additional information from the Air Force or the DVA concerning
the Post 9/11 GI Bill. DPSIT alluded to the fact that no such
efforts were made.
His understanding that being on active duty on the effective
date of the law, 1 Aug 09, was sufficient to "vest" him with the
right to transfer benefits at some time in the future was a
result of the briefing he received on 7 May 09 and his
subsequent discussion of his situation with the representative
from the VA. He did not seek further clarification because she
assured him that he was eligible. Additionally, he was on
Permissive TDY /Terminal Leave when the Base Education Office
had follow up briefings using the Directive Type Memo that came
out 22 Jun 09. Furthermore, the Air Force did not contact him
after completing his pre-separation counseling and the
subsequent start of his Permissive TDY /Terminal Leave.
The fact that he should have applied for the transfer while
still on active duty came as a total surprise. His plan, from
the time he learned that he was eligible for the Post 9/11 GI
Bill and that he could transfer it to his family, was to use it
for his son. His son has applied and been accepted at a college
in Iowa and their plan was to fund the majority of his education
using his GI Bill. Denial of this benefit would place an
unplanned financial burden on his family and had he been
informed of the requirement to apply for the transfer while on
active duty he would have.
The complete applicants response, with attachments, is at
Exhibit D.
________________________________________________________________
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 properly counseled regarding the steps necessary to
transfer his benefits to his dependents. We do not find it
reasonable that he would have knowingly elected not to pursue
use of this important entitlement. As such, in the interest of
justice we find the evidence is sufficient to grant the
requested relief. Therefore, we recommend the record be
corrected as indicated below.
________________________________________________________________
THE BOARD RECOMMENDS THAT:
The pertinent military records of the Department of the Air
Force relating to APPLICANT, be corrected to show that on
31 August 2009, he elected to transfer his Post 9/11 GI Bill
Educational Benefits.
________________________________________________________________
The following members of the Board considered AFBCMR Docket
Number BC-2012-01648 in Executive Session on 8 January 2013,
under the provisions of AFI 36-2603:
All members voted to correct the records, as recommended. The
following documentary evidence was considered:
Exhibit A. DD Form 149, dated 30 Apr 12, w/atchs.
Exhibit B. Letter, AFPC/DPSIT, dated 21 May 12.
Exhibit C. Letter, SAF/MRBR, dated 19 Jun 12.
Exhibit D. Letter, Applicant, dated 27 Jun 12, w/atchs.
Panel Chair
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