BOARD DATE: 24 April 2014
DOCKET NUMBER: AR20130014631
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 educational benefits to his family members under the transfer of educational benefits (TEB) provision of the Post-9/11 GI Bill.
2. The applicant states according to the Department of Veterans Affairs, he is not eligible for the TEB program.
3. The applicant does not provide any evidence.
CONSIDERATION OF EVIDENCE:
1. The applicant enlisted in the Regular Army on 30 August 1990. He served through multiple reenlistments in a variety of stateside or overseas assignments and he attained the rank/grade of sergeant first class (SFC)/E-7.
2. On 30 April 2011, he was retired by reason of sufficient service for retirement. He was placed on the Retired List in his retired rank/grade on 1 May 2011. He completed 20 years, 8 months, and 1 day of active service.
3. Public Law 110-252 limits the eligibility to transfer unused benefits to those members of the Armed Forces who are serving on active duty or a member of the Selected Reserve.
a. A Soldier must be currently on active duty or a member of the Selected Reserve at the time of transfer of educational benefits to his or her dependent (on or after 1 August 2009).
b. 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 to eligible children.
c. A Soldier may only transfer to eligible family members. To be considered an eligible family member the spouse or child must be enrolled in the Dependent Eligibility Enrollment Reporting System (DEERS) and be eligible for DEERS benefits. Children lose eligible family member status upon turning age 21 or at marriage. Eligible family member status can be extended from age 21 to age 23 only if the child is enrolled as a full-time student and unmarried (verified by DEERS). Wards of State are not eligible for the benefits. Once the benefits are transferred, children may use the benefits up to age 26.
d. A Soldier must also agree to serve the prescribed additional service obligation based on the time the Soldier had in service on 1 August 2009.
e. A Soldier must have no adverse action flag and have an honorable discharge to transfer the benefits.
f. A Soldier should not be granted relief based on unawareness of the law, program rules, or procedures unless he or she left the service during the implementation phase (first 90 days) of the program. The Army, Department of Defense (DOD), and 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 educational benefits.
g. A Soldier must initially request to transfer benefits on the DOD 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 educational benefits, VA Form 22-1990e, to request to use the benefits.
h. Changes to the amount of months allocated to family members can be made at anytime, to include once a member leaves military service, provided the service member allocates at least 1 month of benefits prior to separation. If the service member allocates 0 months and subsequently leaves military service, he or she is not authorized to transfer unused benefits.
i. The VA is restricted to pay for education benefits by compensating no more than one retroactive year from the date a claim is received by the VA.
4. On 22 June 2009, DOD established the criteria for eligibility and transfer of unused educational benefits to eligible family members. The policy states any member of the Armed Forces on or after 1 August 2009 who, at the time of the approval of the individual's request to transfer entitlement to educational assistance under this section, is eligible for the Post-9/11 GI Bill and
a. has at least 6 years of service in the Armed Forces on the date of election and agrees to serve 4 additional years in the Armed Forces from the date of election; or
b. 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 4 additional years, and agrees to serve for the maximum amount of time allowed by such policy or statute, or
c. is or becomes retirement eligible during the period from 1 August 2009 through 1 August 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.
5. The policy further states the Secretaries of the Military Departments will provide active duty participants and members of the Reserve Components with qualifying active duty service individual pre-separation or release from active duty counseling on the benefits under the Post-9/11 GI Bill and document accordingly and maintain records for individuals who receive supplemental educational assistance under Public Law 110-252, section 3316.
DISCUSSION AND CONCLUSIONS:
1. The applicant was eligible to transfer his education benefits under the TEB prior to retirement, but there is no evidence he did so. The program was implemented in July 2009 and he retired on 30 April 2011. Prior to retirement, he did not apply for the transfer of benefits while on active duty.
2. The Army, DOD, and VA conducted massive public campaigns that generated major communications through military, public, and social media venues. The information was published well in advance with emphasis on the criteria. A Soldier must meet various criteria to qualify for transfer of benefits to an eligible family member; most importantly, the Soldier must be on active duty or in the Selected Reserve at the time of transfer.
3. The applicant continued to serve until he retired in April 2011. His service and his sincerity are not in question; however, since the applicant has been on active duty since the program was implemented in August 2009 and nearly 20 months after the program was implemented, he had sufficient time to submit his application and/or to verify that his application was submitted in the proper manner. There is no evidence he exercised due diligence.
4. There is neither an error nor an injustice in the applicant's transfer of benefits processing. In view of the foregoing, he is not entitled to 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 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) AR20130014631
3
ARMY BOARD FOR CORRECTION OF MILITARY RECORDS
RECORD OF PROCEEDINGS
1
ABCMR Record of Proceedings (cont) AR20130014631
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 | 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 | 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 | CY2012 | 20120008643
The advisory official recommended disapproval of the applicant's request because the applicant was not a member of the service on or after 1 August 2009. The applicant in this case had more than sufficient years of service upon his retirement, but he was not eligible to transfer the benefit because the law requires Soldiers to be in the service on or after 1 August 2009. c. A Soldier may only transfer to eligible family members. The policy states, in part, that those who retire on or...
ARMY | BCMR | CY2014 | 20140004799
The evidence of record shows the applicant submitted a request to transfer his education benefits under the TEB on 29 October 2009, which is within 90 days of the implementation of the program. Therefore, it would be equitable to correct his records to show he transferred the remaining balance of his educational benefits under the Post-9/11 GI Bill TEB Program to his youngest son. As a result, the Board recommends that all Department of the Army records of the individual concerned be...
ARMY | BCMR | CY2013 | 20130005704
A Soldier must also 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. On 22 June 2009, the DOD established the criteria for eligibility and transfer of unused education benefits to eligible family members. There is insufficient evidence that shows the applicant submitted a request to transfer his education benefits to his family member(s) while on active duty or in 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 | 20120005675
A Soldier must be currently on active duty or a member of the Selected Reserve at the time of transfer of educational benefits to his or her family members (on or after 1 August 2009). The applicant's last day in military service was 31 May 2006. The applicant in this case had more than 20 years of service upon his retirement, but he was not eligible to transfer the benefit because the law requires Soldiers to be in the service on or after 1 August 2009. c. A Soldier may only transfer to...
ARMY | BCMR | CY2012 | 20120007771
The applicant in this case had more than 20 years of service upon his retirement, but he was not eligible to transfer the benefit because the law requires Soldiers to be in the service on or after 1 August 2009. c. A Soldier may only transfer to eligible family members. If the applicant had been in the service on or after 1 August 2009 he would not have incurred an additional service obligation but he was ineligible because he left the service prior to 1 August 2009. e. A Soldier must have...
ARMY | BCMR | CY2012 | 20120006263
The applicant states: * he was not informed during the retirement process of the requirement to transfer the benefit while still in the service * his understanding was that he could request the transfer at any time, even after retirement 3. On 22 June 2009, the DOD established the criteria for eligibility and transfer of unused education benefits to eligible family members. There is insufficient evidence that shows the applicant submitted a request to transfer the education benefits to his...