Search Decisions

Decision Text

ARMY | BCMR | CY2014 | 20140007569
Original file (20140007569.txt) Auto-classification: Denied

		IN THE CASE OF:	  

		BOARD DATE:	  11 December 2014

		DOCKET NUMBER:  AR20140007569 


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 her daughter under the Transfer of Education Benefits (TEB) provision of the Post-9/11 GI Bill.

2.  The applicant states:

* she was advised at her retirement out-processing briefing that she could transfer benefits at any time due to being medically discharged
* her daughter is listed in the Defense Enrollment Eligibility Reporting System (DEERS) and she has an identification card
* she attempted to transfer benefits in April 2014, but the system would not let her
* she only has about 18 months of benefits remaining

3.  The applicant provides:

* Headquarters, U.S. Army Garrison Command, Orders 004-0153, dated 4 January 2013
* two DD Forms 214 (Certificate of Release or Discharge from Active Duty)

CONSIDERATION OF EVIDENCE:

1.  After having prior honorable enlisted service, the applicant was appointed as Reserve commissioned officer in the rank/grade of second lieutenant on 19 June 2003.

2.  On 27 February 2013, she retired due to temporary disability.

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 as 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 benefits to eligible family members.  To be considered an eligible family member, the spouse or child must be enrolled in 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 these 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 the 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 using 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 any time, 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 educational benefits by compensating no more than 1 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 an eligible individual is 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.

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, 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 her educational benefits to her family members under the TEB provision of the Post 9/11 GI Bill prior to retirement; but there is no evidence she did so.  The program was implemented on 1 August 2009 and she retired on 27 February 2013.  Prior to her retirement, she did not apply to transfer the benefits.

2.  The Army, DOD, and the 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 on active duty until she retired in February 2013.  Her service and her sincerity are not in question; however, since the applicant was serving on active duty when the program was implemented in August 2009 and for over 3 years after the program was implemented, she had sufficient time to submit her application and/or to verify that her application was submitted in the proper manner.  There is no evidence she 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, she 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 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)                                         AR20140007569



3


ARMY BOARD FOR CORRECTION OF MILITARY RECORDS

 RECORD OF PROCEEDINGS


1

ABCMR Record of Proceedings (cont)                                         AR20140007569



2


ARMY BOARD FOR CORRECTION OF MILITARY RECORDS

 RECORD OF PROCEEDINGS


1

Similar Decisions

  • ARMY | BCMR | CY2012 | 20120009844

    Original file (20120009844.txt) Auto-classification: Denied

    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 | 20120008006

    Original file (20120008006.txt) Auto-classification: Denied

    The applicant had 8 years of service upon her separation from the Selected Reserves so her children were not eligible to receive the benefits; furthermore, she was not eligible to transfer benefits to her children because the law requires Soldiers to be on active duty or in the Selected Reserve on or after 1 August 2009. c. A Soldier may only transfer to eligible family members. If the applicant had been in the Selected Reserve or on active duty on 1 August 2009, she would have incurred an...

  • ARMY | BCMR | CY2012 | 20120010958

    Original file (20120010958.txt) Auto-classification: Denied

    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 to eligible children. The applicant in this case had more than 20 years of service upon her retirement, but she was not eligible to transfer to either her spouse or her children because the law requires Soldiers to be in service on or after 1 August 2009. d. A Soldier may only transfer to eligible dependents. If the...

  • ARMY | BCMR | CY2012 | 20120009030

    Original file (20120009030.txt) Auto-classification: Denied

    The applicant in this case had more than 6 years of service upon her retirement, but she was not eligible to transfer the benefits because the law requires Soldiers to be in the service on or after 1 August 2009. c. A Soldier may only transfer benefits to eligible family members. The TEB online database shows the applicant had no eligible family members to transfer the benefit to because she was not in the service on or after 1 August 2009. If the applicant had been in the service on or...

  • ARMY | BCMR | CY2012 | 20120008413

    Original file (20120008413.txt) Auto-classification: Approved

    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 25 years of service upon her retirement, so she was eligible to transfer benefits to either her spouse or children if she had completed the request before leaving military service. As a result, the Board recommends that all Department of the Army records of the...

  • ARMY | BCMR | CY2012 | 20120008282

    Original file (20120008282.txt) Auto-classification: Denied

    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; and d. for those individuals who have an approved retirement date after 1 August 2009 and before 1 July 2010, no additional service is required. There is insufficient evidence that shows the applicant submitted a request to transfer educational benefits to her family members while in an active status. The applicant contends that she is...

  • ARMY | BCMR | CY2012 | 20120006399

    Original file (20120006399.txt) Auto-classification: Denied

    The applicant had more than 22 years of service upon her transfer to the Retired Reserve, so she was eligible to transfer to either spouse or children (if she completed the request before leaving military service). c. a Soldier may only transfer benefits to eligible family members. Those who retired on or after 1 August 2009, by law, were eligible to transfer unused Post-9/11 GI Bill benefits providing he or she requested to transfer TEB prior to the day of retirement or transfer to the...

  • ARMY | BCMR | CY2012 | 20120008643

    Original file (20120008643.txt) Auto-classification: Denied

    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 | CY2012 | 20120005622

    Original file (20120005622.txt) Auto-classification: Denied

    A VA Certificate of Eligibility, dated 23 February 2012, shows the applicant was approved to transfer 36 months of education benefits to her daughter under the Post 9/11 GI Bill. The applicant had nearly 12 years of service as of the program’s implementation date of 1 August 2009; therefore, she was eligible to transfer to either her spouse or her children. She transferred benefits to her dependent on 19 January 2012. d. A Soldier must also agree to serve the prescribed additional service...

  • ARMY | BCMR | CY2013 | 20130014631

    Original file (20130014631.txt) Auto-classification: Denied

    The applicant does not provide any evidence. On 22 June 2009, DOD established the criteria for eligibility and transfer of unused educational benefits to eligible family members. The applicant was eligible to transfer his education benefits under the TEB prior to retirement, but there is no evidence he did so.