IN THE CASE OF:
BOARD DATE: 24 January 2012
DOCKET NUMBER: AR20110018043
THE BOARD CONSIDERED THE FOLLOWING EVIDENCE:
1. Application for correction of military records (with supporting documents provided, if any).
2. Military Personnel Records and advisory opinions (if any).
THE APPLICANT'S REQUEST, STATEMENT, AND EVIDENCE:
1. The applicant requests correction of his records to show he transferred his Montgomery GI Bill (MGIB) educational benefits to his stepdaughter under the Post-9/11 GI Bill prior to separating from active duty.
2. The applicant states he was on active duty and as troop program unit (TPU) member as an Individual Mobilization Augmentee (IMA) in September 2009.
a. He was told to wait until his stepdaughter graduated from high school to begin the process to transfer his MGIB educational benefits to her. After repeated efforts to transfer his benefits, his stepdaughter received a letter of denial due to the absence of any documentation that the education benefits were transferred.
b. He and his wife have graduate degrees and will not be using any of his benefits. However, his stepdaughter is beginning her freshman year in college and is in need of the benefits.
3. The applicant provides a copy of a Department of Veterans Affairs (VA) letter.
CONSIDERATION OF EVIDENCE:
1. The applicant was appointed as a Reserve commissioned officer in the U.S. Army Reserve on 13 August 1978.
2. He was promoted to lieutenant colonel (LTC)/pay grade O-5 on 9 August 1999.
3. Headquarters, 108th Division (Institution Training) Charlotte, North Carolina, Orders 05-242-00007, dated 30 August 2005, reassigned the applicant to the U.S. Army Reserve (USAR) Control Group (Retired Reserve) effective 29 September 2005.
4. On 3 June 2008, the applicant volunteered for active duty.
5. Orders M-07-8022568, U.S. Army Human Resources Command, St. Louis, Missouri, dated 21 July 2011, ordered the applicant to active duty in a retired status for a period not to exceed 365 days with a reporting date of 24 August 2008 for the purpose of partial mobilization in support of Operation Enduring Freedom.
6. A DD Form 214 (Certificate of Release or Discharge from Active Duty) shows the applicant was honorably released from active duty (REFRAD) on 31 May 2009 and transferred to the USAR Control Group (Retired Reserve). He completed 9 months and 7 days of net active service this period.
7. In support of his application, he provides a copy of a VA letter, dated 17 August 2011, that shows L___ C. J___ was informed that her claim for
Post-9/11 GI Bill benefits was denied because the Army has not indicated that her parent was approved for the transferability program.
8. In the processing of this case, an advisory opinion was obtained from the Headquarters, Department of the Army, Office of the Deputy Chief of Staff, G-1, Enlisted Professional Development Branch, Washington, DC.
a. The advisory official does not recommend administrative relief.
b. He states the applicant is eligible to receive benefits under the
Post-9/11 GI Bill for himself, as he meets the basic requirements for entitlements.
c. The advisory official notes the applicant is not eligible to transfer benefits under the Post-9/11 GI Bill transferability program to his stepdaughter.
(1) Public Law 110-252 limits eligibility to transfer unused benefits to those members of the Armed Forces who are serving on active duty or as a member of the Selected Reserve of the U.S. Army on or after 1 August 2009.
(2) The applicant's last day in service was 31 May 2009.
(3) Public Law 110-252 specifies dependent children can use transferred benefits up to the age of 26. Section 161632a(c) establishes eligible dependents who may receive transferred benefits.
(a) To satisfy this legally imposed constraint, a child must be an eligible dependent at the time of transfer.
(b) To be considered an eligible dependent, a child must be enrolled in the Department of Defense Enrollment and Eligibility Reporting System (DEERS) and eligible for DEERS benefits.
(4) Children lose eligible dependent status upon turning age 21, or at marriage.
(5) Eligible dependent status can be extended from age 21 to age 23 only if the child is enrolled as a full-time student and unmarried, as verified by DEERS.
d. The advisory official states the Transfer of Education Benefit (TEB) online database shows the applicant had eligible dependents enrolled in DEERS. If he had met all the prerequisites (including being a member of the service on or after 1 August 2009), he would have been eligible to transfer all or a portion of his benefits to his spouse and/or his stepdaughter. However, the applicant could not complete the requirements in the TEB online database before he left the service because this incentive was not available to him.
9. On 4 November 2011, the applicant was provided a copy of the advisory opinion in order to have the opportunity to respond to its contents. To date, a response has not been received from the applicant.
DISCUSSION AND CONCLUSIONS:
1. The applicant contends his MGIB educational benefits should be transferred to his stepdaughter under the Post-9/11 GI Bill transferability option because he was on active duty in May 2009 and serving as a TPU/IMA member in September 2009.
2. The evidence of record shows the applicant was REFRAD on 31 May 2009 and transferred to the USAR Control Group (Retired Reserve). There is no evidence of record that shows the applicant was serving on active duty or as a member of the Selected Reserve of the U.S. Army on or after 1 August 2009.
3. Public Law 110-252 is clear in that it limits eligibility to transfer unused MGIB education benefits to those members of the Armed Forces who are serving on active duty or as a member of the Selected Reserve of the U.S. Army on or after 1 August 2009. Unfortunately, the applicant did not meet the criteria.
4. Considering all the evidence and information presented by the applicant together with the evidence of record, there is no basis for granting the requested relief.
BOARD VOTE:
________ ________ ________ GRANT FULL RELIEF
________ ________ ________ GRANT PARTIAL RELIEF
________ ________ ________ GRANT FORMAL HEARING
____x___ ___x____ ____x___ DENY APPLICATION
BOARD DETERMINATION/RECOMMENDATION:
The evidence presented does not demonstrate the existence of a probable error or injustice. Therefore, the Board determined the overall merits of this case are insufficient as a basis for correction of the records of the individual concerned.
____________x_____________
CHAIRPERSON
I certify that herein is recorded the true and complete record of the proceedings of the Army Board for Correction of Military Records in this case.
ABCMR Record of Proceedings (cont) AR20110018043
3
ARMY BOARD FOR CORRECTION OF MILITARY RECORDS
RECORD OF PROCEEDINGS
1
ABCMR Record of Proceedings (cont) AR20110018043
2
ARMY BOARD FOR CORRECTION OF MILITARY RECORDS
RECORD OF PROCEEDINGS
1
ARMY | BCMR | CY2012 | 20120004291
He would have been eligible to transfer the benefit to two of his four dependents. The applicant had more than 27 years of service upon retirement; therefore, he was eligible to transfer to two of his four dependents. The Transfer of Education (TEB) online database shows the applicant had four dependents enrolled in DEERS as of 29 February 2012, his last day in service; however, two dependents were ineligible to receive benefits in DEERS.
ARMY | BCMR | CY2011 | 20110023429
His son's Kansas University ID card, issued 6 September 2011, and University of Kansas transcripts, dated 18 November 2011, show the applicant's son attended the university from Fall 2005 though Fall 2011. c. A VA letter, dated 22 September 2011, informed the applicant's son that his application for benefits was received by the VA. d. Email messages, subject: Transfer of Benefits Problems, show: (1) on 12 November 2011, the applicant contacted the Army G-1 and presented the issue he now...
ARMY | BCMR | CY2012 | 20120000807
He would have been eligible to transfer the benefits before he retired. The policy states that 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 transfer to the Retired List on 1 August 2009. As a result, the Board recommends that all Department of the Army records of the individual concerned be corrected by showing the applicant filed his application and the...
ARMY | BCMR | CY2012 | 20120002773
The applicant had 16 years of service as of the programs implementation date of 1 August 2009; therefore, he was eligible to transfer to either his spouse or his children. 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. The applicant did not and could not have requested a transfer of his benefits to his dependents on 3 June 2009.
ARMY | BCMR | CY2012 | 20120006809
A Soldier must have at least 6 years of eligible service in order to transfer educational benefits to a spouse and at least 10 years of eligible service to transfer benefits to eligible children. If he transferred [benefits] on his last day of service, he would have been required to stay on active duty until 30 January 2013. e. A Soldier must have no adverse action flag and have an honorable discharge to transfer the benefits. On 22 June 2009, DOD established the criteria for eligibility...
ARMY | BCMR | CY2012 | 20120000224
A Soldier must have at least 6 years of eligible service in order to transfer educational benefits to a spouse and at least 10 years of eligible service to transfer benefits to eligible children. The applicant had more than 23 years of service upon his retirement, so he was eligible to transfer benefits to either his spouse or children if he had completed the request before leaving military service. As a result, the Board recommends that all Department of the Army records of the individual...
ARMY | BCMR | CY2010 | 20100016282
The advisory official notes the applicant is not eligible to transfer benefits under the Post 9-11 GI Bill transferability program to his daughter. The evidence shows the applicant's daughter was over 23 years of age at the time the applicant requested transfer of benefits and she was not an eligible dependent in DEERS. Therefore, considering all the evidence and information presented by the applicant, together with the evidence of record, there is no basis for granting the requested relief.
ARMY | BCMR | CY2012 | 20120008473
The advisory official recommended denial of the applicant's request unless he can provide evidence showing he attempted to transfer prior to leaving the military service and/or he was given false information by a reliable source (Career Counselor or Education Officer) about the rules of transferring education benefits. The applicant in this case had more than 26 years of service upon his retirement, so he was eligible to transfer the benefit to either his spouse or children (if he had...
ARMY | BCMR | CY2011 | 20110019878
The applicant requests adjustment of the date he was transferred to the Retired Reserve so he can transfer educational benefits under the Transfer of Educational Benefits (TEB) provisions of the Post-9/11 GI Bill to his family members. The official stated the applicant's last day of service with the ARNG was 31 August 2010 but he did not transfer his benefit prior to this date. c. A Soldier may only transfer to eligible dependents.
ARMY | BCMR | CY2011 | 20110021915
IN THE CASE OF: BOARD DATE: 3 May 2012 DOCKET NUMBER: AR20110021915 THE BOARD CONSIDERED THE FOLLOWING EVIDENCE: 1. Military Personnel Records and advisory opinions (if any). The available evidence shows that a Soldier may only transfer his Post 9/11 GI Bill educational benefits to his eligible dependents.