IN THE CASE OF:
BOARD DATE: 3 March 2015
DOCKET NUMBER: AR20140012473
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 elected transfer of educational benefits to his children under the Transfer of Education Benefits (TEB) provision of the Post-9/11 GI Bill.
2. The applicant states:
* he applied online to transfer his Post-9/11 GI Bill benefits to his children while serving in Iraq in 2009
* at the time he had over 18 years of service in the Army
* he was under the impression that the online transfer went through, as the website at the time indicated, but now he thinks something must have gotten lost in the chaos of the situation
* he received paperwork from the Department of Veterans Affairs (VA) stating he had been allocated 36 months of the benefits and he believed this was sufficient to meet the requirement to transfer the benefits
* he retired after 24 years of service in June 2014 and would like his record corrected to show he transferred the benefits to his children in 2009
* he has held a Doctorate of Philosophy degree since 2008 and is not in need of further education, thus transferring the benefits to his children is the only logical option
* he has met all the service requirements and this error is a clerical oversight
3. The applicant provides:
* a self-authored statement
* DD Form 214 (Certificate of Release or Discharge from Active Duty)
* VA Certificate of Eligibility for entitlement to benefits under the Post-9/11 GI Bill
CONSIDERATION OF EVIDENCE:
1. The applicant was commissioned as an officer in the Regular Army on 31 May 1990 after graduation from the U.S. Army Military Academy, West Point, NY.
2. The applicant provided a VA Certificate of Eligibility, dated 8 August 2009 certifying his entitlement to benefits for an approved program of education or training under the Post-9/11 GI Bill beginning 1 August 2009. This document does not reference an approved transfer of benefits to his children.
3. On 30 June 2014, he retired. He was placed on the Retired List in the rank/grade of lieutenant colonel/O-5 on 1 July 2014. He completed 24 years and 1 month of active service.
4. 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 on or after 1 August 2009.
a. A Soldier must be currently serving on active duty or as a member of the Selected Reserve at the time of transfer of educational benefits to his or her dependent(s).
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, the 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 on the DOD TEB online database. The TEB online database was operational on 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 educational benefits by compensating no more than one retroactive year from the date a claim is received by the VA.
5. 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, 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.
6. 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 his educational benefits under the TEB prior to retirement, but there is no evidence he did so while still serving on active duty. The program was implemented in July 2009 and he retired on 30 June 2014.
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 serving on active duty or in the Selected Reserve at the time of transfer.
3. The applicant's service and his sincerity are not in question; however, since the program was implemented in August 2009 and he did not retire until June 2014, he had ample time to submit his application and/or to verify that his application was submitted in the proper manner. There is no evidence he exercised such due diligence.
4. The requirements of this program are set in the law and any changes to the law are not within the purview of this Board. There is neither an error nor an injustice in his case and, as such, there is no basis for granting the applicant's 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) AR20140012473
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ABCMR Record of Proceedings (cont) AR20140012473
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