IN THE CASE OF:
BOARD DATE: 13 September 2012
DOCKET NUMBER: AR20110018825
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, in effect, an exception to policy to transfer his education benefits to eligible dependents under the Transfer of Educational Benefits (TEB) provisions of the Post-9/11 GI Bill.
2. The applicant states, in effect, that he retired on 1 April 2009 after completing more than 25 years of Army service and no one was aware of the new procedures for transferring education benefits to children. Education system officials were confused about the Post 9/11 GI Bill transfer procedures; therefore, he was unable to transfer his benefits to his son when he retired.
3. He provides a copy of his DD Form 214 (Certificate of Release or Discharge from Active Duty).
CONSIDERATION OF EVIDENCE:
1. The applicant's military records show he enlisted in the Regular Army on 7 September 1988 and he was honorably retired on 31 March 2009. He was credited with completing 25 years, 6 months, and 24 days of net active service and he had no lost time.
2. In an advisory opinion, dated 26 November 2011, the Chief, Enlisted Professional Development Branch, Office of the Deputy Chief of Staff, G-1, recommended no administrative relief for the applicant. The G-1 official stated:
a. Public Law 110-252 established legal limitations on the transferability of unused Post-9/11 GI Bill benefits. Further, the law 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. Based on the following details administrative relief was not recommended for the applicant because he was not a member of the service on or after 1 August 2009, which is a requirement established in law.
b. A Soldier must be currently on Active Duty or a member of the Selected Reserve at the time of transfer of education benefits to his/her dependent (on or after 1 August 2009). The applicant's last day in service was 31 March 2009. He was not eligible to transfer his Post 9/1/1 GI Bill benefits.
c. A Soldier must have at least 6 years of eligible service in order to transfer education benefits to a spouse and at least 10 years of eligible service to transfer to eligible children. The applicant had more than 25 years of service upon retirement, but he was not eligible to transfer to either his spouse or children because the law required a Soldier to be in the service on or after 1 August 2009.
d. A Soldier may only transfer to eligible dependents. To be considered an eligible dependent the spouse or child must be enrolled in the Defense Eligibility Enrollment Reporting System (DEERS) and be eligible for DEERS benefits. The TEB online database shows he left service before 1 August 2009; therefore, he was not eligible to participate in the TEB.
e. A Solider must also agree to serve the prescribed additional service obligation based on the time the Soldier had in service on 1 August 2009. If the applicant would have been in the service on 1 August 2009, he would have incurred no additional service obligation, but he was not eligible because he left the service prior to 1 August 2009.
f. A Soldier must have no adverse action flag and have an honorable discharge to transfer the benefits. There is no evidence of an adverse action in the applicant's record. He received an honorable discharge.
g. A Soldier should not be granted relief based on unawareness of the law, program rules, or procedures unless they left the service during the implementation phase (first 90 days) of the program. The Army, Department of Defense, and Department of Veterans Affairs (VA), initiated a massive public campaign plan that generated major communications through military, public, and social media venues on the Post 9/11 GI Bill and subsequent transfer of education benefits. The applicant's last day in the service was 31 March 2009, which was before the program's implementation.
h. A Soldier must initially request to transfer benefits on the Department of Defense's TEB online database. The TEB online database was operational 29 June 2009. Once approved in the TEB online database by the Soldier's service, the approval information is automatically relayed for VA access. The respective dependent must then submit an application for VA education benefits, the VA Form 22-1990e, to request to use the benefits. The applicant did not take the required steps to transfer benefits because the program was not yet available.
i. Changes to the number of months allocated to dependents can be made at anytime, to include once they leave military service, provided the service member allocates at least 1 month of benefits prior to separation. The TEB website shows no action was taken by the applicant to transfer any benefits.
3. On 29 November 2011, he was provided a copy of this advisory opinion for acknowledgment and/or rebuttal.
4. In his rebuttal, dated 6 December 2011, the applicant stated:
a. He was retired from the Army on 1 April 2009 with over a quarter of a century of impeccable military service. Upon his retirement he went to the Army Career and Alumni Program for assistance in making his transition smoother. The counselor was unaware and unable to advise him of any action associated with benefits concerning the TEB. The Education Center was also unaware of the procedures.
b. He was notified that he did not qualify for the transfer of his Post 9/11 GI Bill benefits to family members. This information was not available until
1 August 2009, less than 90 days after his retirement date.
c. His son is enrolled in DEERS and he is eligible for DEERS benefits. He is 19 years of age and a freshman/full time student. Over the 25 years that he served he never received any adverse action and he was honorably discharged.
5. On 10 July 2009, the Army released the Post-9/11 GI Bill Implementation Policy which identified and established responsibilities, eligibility criteria, benefits, and detailed guidance on the administration of the program. The policy states, in part, 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.
DISCUSSION AND CONCLUSIONS:
1. The applicant contends his records should be corrected to allow him, as an exception to policy, to transfer his educational benefits to eligible dependents under the TEB provision of the Post-9/11 GI Bill.
2. The evidence of record shows he was honorably retired on 31 March 2009 after completing more than 25 years of service. In order to transfer his education benefits he was required to have been a member of the service on or after 1 August 2009, which is a requirement established in the law. As his last date in service was 31 March 2009, he was not eligible to transfer education benefits to either his spouse or his children. There is no evidence of record and he provided none to show he met one or more of the requirements established by law for transfer of education benefits.
3. The applicant is commended for completion of over 25 years of dedicated and honorable service; unfortunately, he left the service before 1 August 2009; therefore, this incentive was not available to him at the time of retirement and it is still not available to him unless Congress changes the law.
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 that 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) AR20110018825
3
ARMY BOARD FOR CORRECTION OF MILITARY RECORDS
RECORD OF PROCEEDINGS
1
ABCMR Record of Proceedings (cont) AR20110018825
2
ARMY BOARD FOR CORRECTION OF MILITARY RECORDS
RECORD OF PROCEEDINGS
1
ARMY | BCMR | CY2011 | 20110014677
The applicant requests, in effect, correction of his records to show he applied for the Post 9/11 GI Bill Transferability Program before he retired from active duty on 30 September 2009 in order to transfer his education benefits to his eligible dependents. If the applicant had transferred his benefits prior to leaving military service he would not have incurred an additional service obligation because he had more than 20 years of service as of 1 August 2009. e. there was no evidence the...
ARMY | BCMR | CY2012 | 20120009844
The applicant requests approval to transfer 1 month of her educational benefits to two additional dependent children, J____ M____ and A____ M____, under the Transfer of Educational Benefits (TEB) provision of the Post-9/11 GI Bill. The evidence of record shows the applicant was transferred to the Retired Reserve on 1 April 2010. It is apparent she was aware of the requirement to request TEB through the DOD TEB online database prior to her transfer to the Retired Reserve as she transferred...
ARMY | BCMR | CY2011 | 20110022465
The applicant requests an exception to policy to transfer educational benefits to his dependents under the transfer of educational benefits (TEB) provision of the Post-9/11 GI Bill. The advisory official recommended disapproval of the applicant's request because there is no evidence the applicant attempted to transfer the benefit to his son prior to leaving active or Reserve military service. A Soldier must be currently on active duty or a member of the Selected Reserve at the time of...
ARMY | BCMR | CY2012 | 20120008378
c. 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 21 years of Reserve service upon retirement, but he was not eligible to transfer benefits to either his spouse or children because the law required a Soldier to be in the service on or after 1 August 2009. d. A Soldier may only transfer to eligible dependents. There...
ARMY | BCMR | CY2012 | 20120006987
The advisory official recommended approval of the applicant's request because the applicant left the military within 90 days of implementation of the program. The policy states, in part, that those who retire on or before 1 August 2009 are not eligible to transfer unused Post-9/11 GI Bill benefits by law 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...
ARMY | BCMR | CY2012 | 20120001329
The applicant requests, in effect, an exception to policy to transfer his educational benefits to eligible dependents under the Transfer of Education Benefits (TEB) provisions of the Post 9/11 GI Bill. The applicant contends his records should be corrected to allow him, as an exception to policy, to transfer his educational benefits to eligible dependents under the TEB provision of the Post 9/11 GI Bill. As a result, the Board recommends that all Department of the Army records of the...
ARMY | BCMR | CY2012 | 20120007298
The applicant states he retired on 26 December 2011 but he was never informed that he had to transfer the benefit before he retired. The applicant had more than 24 years of service upon retirement; therefore, he was eligible to transfer the benefit to either his spouse or child if he had completed the request before leaving the military. There is insufficient evidence that shows the applicant submitted a request to transfer education benefits to his family member(s) while in an active status.
ARMY | BCMR | CY2011 | 20110017776
The policy states, in part, 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. The evidence of record shows he was honorably retired on 31 August 2009 after completing more than 22 years of service. As a result, the Board recommends that all Department of the Army records of the individual concerned be...
ARMY | BCMR | CY2012 | 20120007459
The applicant had more than 20 years of service upon his retirement, so he was eligible to transfer his benefits to either his spouse or his children if he had completed the request before leaving service. 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 available evidence shows the applicant was fully eligible to transfer his educational benefits under the TEB provision of the 9/11 GI...
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.