IN THE CASE OF:
BOARD DATE: 8 January 2014
DOCKET NUMBER: AR20140009399
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 daughter under the Transfer of Education Benefits (TEB) provision of the Post-9/11 GI Bill.
2. The applicant states:
* he was unsure of the requirements to transfer his Post-9/11 GI Bill benefits and misinterpreted the rules
* he failed to consider the requirements that stated he had to be in an active status at the time to transfer benefits
* his daughter graduates from high school in May and he cannot afford to pay her tuition at his present salary
* he served in the Persian Gulf in 1990-1991 as a U.S. Marine and received the Combat Action Badge
* he ended his career under honorable circumstances
3. The applicant provides no additional evidence.
CONSIDERATION OF EVIDENCE:
1. After having prior honorable service in the U.S. Marine Corps, the applicant enlisted in the Army National Guard on 1 December 1995.
2. On 30 November 2013, the applicant was transferred to the Retired Reserve.
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 Defense Enrollment Eligibility 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 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 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 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 DOD 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 DOD 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.
6. Requests to transfer Post-9/11 GI Bill benefits to eligible dependents are submitted through the Defense Manpower Data Center (DMDC) web application.
7. Military Personnel Message Number 13-102, dated 15 April 2013, subject: Post-9/11 GI Bill TEB 4-Year Service Obligation for Approved TEB Requests Submitted on/after 1 August 2013, was issued to emphasize that all TEB requests submitted on or after 1 August 2013 would incur a 4-year service obligation from the TEB request date regardless of years in service (except when precluded by policy or statute from committing to an additional 4 years).
8. Title 38, U.S. Code, section 3319, prohibits service members who are no longer on active duty from transferring educational benefits. The legislation specifically states "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."
DISCUSSION AND CONCLUSIONS:
1. The applicant was eligible to transfer his educational benefits to his family members under the TEB provision of the Post 9/11 GI Bill prior to his transfer to the Retired Reserve while he was still a member of the Selected Reserve, but there is no evidence he did so. The program was implemented on 1 August 2009 and he transferred to the Retired Reserve on 30 November 2013. Prior to his transfer to the Retired Reserve, he did not apply to transfer his educational benefits.
2. Information on the Post-9/11 GI Bill was widely available when he transferred to the Retired Reserve and, as part of his retirement processing, he was required to receive counseling on his Post-9/11 GI Bill benefits. He has not provided any documentary evidence indicating he was improperly counseled. Further, there is no evidence that he followed the established procedure by submitting an application through the DMDC web application while he was a member of the Selected Reserve. By the time he was transferring to the Retired Reserve, this was a well-established and well-publicized procedure. It remains the only way to apply for transfer of educational benefits.
3. In the absence of evidence indicating he was unfairly deprived of the opportunity to transfer his educational benefits prior transferring to the Retired Reserve, there is an insufficient basis upon which to grant 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) AR20140009399
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