AACRAO
AACRAO - Chicago Wed, Apr 15, 3:45-4:45
The PostPost-9/11 GI Bill U. S. Department of Veterans Affairs
Kent Laudeman, Vice Dean for Administration, USMA (Introduction) Shawn Casey, Management Analyst – Education Services, VA (Presenter) Session ID 580 (Evaluation Form) 1
References at AACRAO Theme: Charting the Path To Institutional and Student Success
• The Chronicle of Higher Education, April 17, 2009, pp. A1, A25-25. • AACRAO AACRAO’s s The Registrar’s Registrar s Guide: ….2006, Chapter 10, “pre 9/11” • Session: T3.402, Tue 1100-1200, Dawn Light and Joyce Larson, Servicemembers Opportunity Colleges (SOC)
2
This Presentation will cover: • Overview of the Post-9/11 GI Bill • Yellow Ribbon Program • VA Website and other resources
3
Post-9/11 GI Bill (Ch. 33) • •
•
Signed into law June 30, 2008 Provides educational assistance to individuals who served an aggregate of 90 days of active duty service after September 10, 2001 with honorable discharge. OR Served a minimum of 30 continuous days and was released for a service-connected disability 4
Post-9/11 GI Bill • Benefits are payable for training pursued on or after August 1, 2009 • Benefits are determined by the length of active duty service • Benefits expire 15 yrs after last qualifying period • Benefits are paid for any program offered at an IHL and approved for MGIB 5
Eligibility Criteria Service Requirements (after 9/10/01 an individual must serve an aggregate of)
% of Maximum Benefit Payable
At least 36 months
100
At least 30 continuous days on active duty (Must be discharged due to service-connected disability)
100
At least 30 months, but less than 36 months
90
At least 24 months, but less than 30 months
80
*At least 18 months, but less than 24 months
70
*At least 12 months, but less than 18 months
60
*At least 06 months, but less than 12 months
50
*At least 90 days, but less than 06 months
40
*Excludes time served in Basic Military Training and/or Skill Training
6
Post--9/11 GI Bill Entitlement Post • Individuals will generally receive 36 months of benefits; and • Limited to 48 months of combined benefits under educational assistance programs administered by VA. NOTE: Individuals transferring to the Post-9/11 GI Bill from the Montgomery GI Bill (chapter 30) will be limited to the amount of remaining chapter 30 entitlement. 7
Approved Programs • All programs approved under chapter 30 and offered by an IHL. • Individuals who were previously eligible for chapters 30, 1606, or 1607
8
Post--9/11 Elections Post An individual who has met the requirements to establish eligibility under chapter 33 and, as of August 1, 2009 is: • Eligible for either chapter 30, 1606, or 1607; or • A member of the Armed Forces and making the b i $1200 contribution basic t ib ti ttoward d chapter h t 30 30; or • A member of the Armed Forces who previously declined to elect chapter 30 Must make an irrevocable election to use benefits under chapter 33. Amended VA Form 22-1990 “Application for VA Education Benefits”
9
9
Payment Types • • • • • • •
Tuition and Fees Charged Rural Benefit Monthly Housing Allowance Stipend for Books and Supplies Tutorial Assistance Licensing & Certification Tests Yellow Ribbon Program 10
Tuition and Fees Payments Individuals not on active duty are eligible for the applicable percentage (based on aggregate active duty service) of the lesser of— (Paid to the school) • T Tuition iti and d ffees charged; h d or • Highest amount of tuition and fees charged for fulltime, undergraduate training at a public IHL in the State the student is attending. (Determined by the State Approving Agency)
Active duty members generally receive 100% rate payable (minus TA) 11
Example: Tuition and Fees SSgt Booker ABC University, Chattanooga, TN 22 months: Aggregate time on active duty $10,000: Cost of tuition and fees (Private School) $8,000: Highest in-state undergraduate tuition in Tennessee $8,000 x 70% = $5,600 (tuition & fees paid by VA) 12
Overpayment of Benefits VA will determine the amount of overpayment for an individual in receipt of chapter 33 benefits for uncompleted courses― • VA will provide: • Notification of overpayment p y • Who will collect the overpayment • The student is: • Responsible for any overpayment incurred as a result of not completing courses. • The veteran may (or may not) receive a refund from the school. Schools should follow their established student refund policy
13
Overpayment of Benefits (Cont’d) In most cases, overpayments will not be collected during the due process period, which is 30 days from the date of notification. Bottom Line: Tuition and Fee payments are paid to the school on behalf of the veteran, overpayments for Tuition and Fees will be charged to the veteran. 14
Rural Benefit (Paid to student)
• $500 one time payment • Determined by most recent census data of 6 persons or less per sq sq. mile • Relocate at least 500 miles to attend school; or • Travel by air to physically attend an IHL if no other land-based transportation exists 15
Monthly Housing Allowance
(Paid to student)
The monthly housing allowance is based on―
• Basic Allowance for Housing (BAH) equivalent to an E-5 with dependents as determined by Department of Defense • “Rate of Pursuit” (must be greater than 50%) • Amount determined by zip code of the primary IHL where the student is enrolled • http://perdiem.hqda.pentagon.mil/perdiem/bah.ht ml • Prorated percentage of the maximum benefit payable 16
Monthly Housing Allowance Cont’d― • Individuals taking solely Distance Learning
courses are NOT eligible for the housing allowance • Individuals enrolled in Distance Learning courses, must take at least one in in-residence residence course to be eligible for the housing allowance (>50%) • The housing allowance is based on the “inresidence” school’s zip code.
Active duty members and anyone with a rate of pursuit of 50% or less are not eligible for the monthly housing allowance. 17
Example: Housing Allowance The amount of the housing allowance is multiplied by the percentage payable based on the individuals length of service. Eligibility Percentage: 90% Rate of Pursuit: 75% Enrollment Period: 8/14/09 to 12/14/09 H Housing i Allowance All based b d on school’s h l’ ZIP Code: C d $1,800 $1 800 Amount of housing: $1,800 x .90 (90%) = $1,620 Claimant would receive: $918.00 ($54.00 per day) for the period 8/14 – 8/30 $1,620 monthly for September, October & November $756.00 ($54.00 per day) for the period 12/1 – 12/14
18
How is the Rate of Pursuit Determined? The rate of pursuit is determined by dividing the number of course (credit or clock) hours an individual is enrolled in by the number of course (credit or clock) considered to be full time at the IHL.
19
Examples of Rate of Pursuit Example 1: Full time is 12 credit hours Student is pursuing 7 credit hours 7 / 12 = .58 or 58%
* Student would be eligible for Housing Allowance
Example 2: Full time is 12 credit hours Student is pursuing 3 credit hours in a non-standard 5 week term. Equivalent Credit Hours is 10.8 10.8 / 12 = .90 or 90% * Student would be eligible for Housing Allowance 20
Examples of Rate of Pursuit Example 3: Full time is 12 credit hours Student is pursuing 6 credit hours 6 / 12 = .50 50 or 50% * Student would not be eligible for Housing Allowance Example 4: Full time is 18 clock hours Student is pursuing 10 clock hours 10 / 18 = .55 or 55%
* Student would be eligible for Housing Allowance
21
Books and Supplies Stipend Up to a $1,000 per academic year (Paid to student) • Prorated based on percentage of max rate payable and credit hours taken • Prorated if rate of pursuit is 50% or less • Up to 24 credit hours in a single academic year • Lump sum payment (each quarter, term or semester attended)
Active duty members are not eligible 22
Example: Book and Supplies Susan Doe ABC University Enrolls in 15 credit hours for the Fall Term, she is receiving 100% maximum rate payable. Susan will receive a lump sum payment of $625 $625.05 05 ($41.67x15 credit hours=$625.05) Enrolls in 12 credit hours for the Spring term. Susan is only eligible to receive the books and supplies stipend for 9 of the 12 credit hours. She can not exceed the maximum of 24 credit hours in a single academic year. Her payment for the Spring term will be $375.03 ($41.67x 9=$375.03) 23
Other Payments Chapter 30/1606 kicker: Paid as a lump sum amount based on the length of the quarter, term or semester and student’s rate of pursuit. Paid at the beginning of the quarter, term or semester
Tutorial Assistance: Up to $100 per month not to exceed a total of $1200 Licensing or Certification Tests: ONE TIME payment the lesser of the cost of the test or $2000. No charge to entitlement
24
Transfer of Entitlement (TOE) (Department of Defense Benefit)
• DoD will determine: • Who is eligible to transfer benefits • Service requirements
• Qualifying spouse receives benefits the servicemember/veteran would receive • Qualifying child always receives veteran benefits • Benefits end at age 26, or when designated 25
Post--9/11 GI Bill Post Effective Date August 1, 2009 Post-9/11 GI Bill (chapter 33) benefits can be paid for training pursued on or after August 1, 2009.
No payments may be made for training pursued before that date. 26
Yellow Ribbon Program OVERVIEW • • • •
What is Yellow Ribbon Who may qualify for Yellow Ribbon IHL participation criteria How Yellow Ribbon effects recipients
27
Yellow Ribbon Program What is the Yellow Ribbon Program? Yellow Ribbon Program is a benefit of the P t 9/11 GI Bill Post-9/11 Bill. Th The program allows ll VA tto enter into agreements with IHL’s, in which the school agrees to waive a percentage of a veteran’s charged tuition and fees that exceed the maximum benefit payable. 28
Yellow Ribbon Program Who may qualify for Yellow Ribbon ? • Veterans at 100% rate payable • Dependent children - TOE • Spouse of Veteran - TOE Claimant’s tuition and fees must exceed the highest in-state course at a state college or university.
29
Yellow Ribbon Program IHL participation criteria • School’s designated official must complete and sign the formal Yellow Ribbon Agreement for participation • Agreement must be received and accepted by VA at time specified • The IHL determines the dollar amount to be waived up to 50% of the unmet charges 30
Yellow Ribbon Program IHL participation criteria • Reports and confirms number of participants annually • Students are automaticallyy enrolled each subsequent term • School may amend agreement with VA • Participant school names accessible to public on VA’s website Periodically check website for updates 31
Yellow Ribbon Program EXAMPLE: How Yellow Ribbon effects recipients Sergeant Smith
• Post-9/11 eligible • 100% rate payable • Tuition exceeds highest in-state IHL at state school Attending XYZ University XYZ tuition cost $20,000 Highest In-state undergraduate tuition $15,000 Without YR - Sgt. Smith pays $5,000 32
Yellow Ribbon Program EXAMPLE: How Yellow Ribbon effects recipients Without YR - Sgt. Smith pays
$5,000
XYZ Univ. participates in the Yellow Ribbon Program School Agreement under YR: $2,500 of tuition waived XYZ pays………………………………..…$2,500 VA matches School %.............................$2,500 $5,000 - $5,000 With Yellow Ribbon, Sgt. Smith pays $0.00 33
Yellow Ribbon Program EXAMPLE: How Yellow Ribbon effects recipients Without YR - Sgt. Smith to pay
$5,000
participates p in the Yellow Ribbon Program g XYZ Univ. p Agreement under YR: $1,250 of tuition waived XYZ pays……………………………………$1,250 VA matches School %.............................. $1,250 $2,500 - $5,000 With Yellow Ribbon, Sgt. Smith pays $2,500 34
Websites Education Service Home Page http://www.GIBill.va.gov Information on:
• The New Post-9/11 GI Bill • Frequently F tl A Asked k dQ Questions ti • Other VA Education Benefits
Veterans Benefits Administration Home Page http://www.vba.va.gov • Go to “Benefits”. Click on Vocational Rehabilitation and Employment 35
Other Resources GI Bill Hotline: 1-888-GIBILL-1 or (1-888-442-4551) Education Case Manager
1-800-827-1000 – Other benefits. Yellow Ribbon mailbox
([email protected])
36
37
AACRAO – Chicago Wed, 15 Apr, 3:45-4:45
The PostPost-9/11 GI Bill U. S. Department of Veterans Affairs
Kent Laudeman, Vice Dean for Administration, USMA (Introduction) Shawn Casey, Management Analyst – Education Services, VA (Presenter) Session ID 580 (Evaluation Form) 38
The PostPost-9/11 GI Bill U. S. Department of Veterans Affairs
Kent Laudeman, Vice Dean for Administration, USMA (Introduction) Shawn Casey, Management Analyst – Education Services, VA (Presenter) Session ID 580 (Evaluation Form) 1
References at AACRAO Theme: Charting the Path To Institutional and Student Success
• The Chronicle of Higher Education, April 17, 2009, pp. A1, A25-25. • AACRAO AACRAO’s s The Registrar’s Registrar s Guide: ….2006, Chapter 10, “pre 9/11” • Session: T3.402, Tue 1100-1200, Dawn Light and Joyce Larson, Servicemembers Opportunity Colleges (SOC)
2
This Presentation will cover: • Overview of the Post-9/11 GI Bill • Yellow Ribbon Program • VA Website and other resources
3
Post-9/11 GI Bill (Ch. 33) • •
•
Signed into law June 30, 2008 Provides educational assistance to individuals who served an aggregate of 90 days of active duty service after September 10, 2001 with honorable discharge. OR Served a minimum of 30 continuous days and was released for a service-connected disability 4
Post-9/11 GI Bill • Benefits are payable for training pursued on or after August 1, 2009 • Benefits are determined by the length of active duty service • Benefits expire 15 yrs after last qualifying period • Benefits are paid for any program offered at an IHL and approved for MGIB 5
Eligibility Criteria Service Requirements (after 9/10/01 an individual must serve an aggregate of)
% of Maximum Benefit Payable
At least 36 months
100
At least 30 continuous days on active duty (Must be discharged due to service-connected disability)
100
At least 30 months, but less than 36 months
90
At least 24 months, but less than 30 months
80
*At least 18 months, but less than 24 months
70
*At least 12 months, but less than 18 months
60
*At least 06 months, but less than 12 months
50
*At least 90 days, but less than 06 months
40
*Excludes time served in Basic Military Training and/or Skill Training
6
Post--9/11 GI Bill Entitlement Post • Individuals will generally receive 36 months of benefits; and • Limited to 48 months of combined benefits under educational assistance programs administered by VA. NOTE: Individuals transferring to the Post-9/11 GI Bill from the Montgomery GI Bill (chapter 30) will be limited to the amount of remaining chapter 30 entitlement. 7
Approved Programs • All programs approved under chapter 30 and offered by an IHL. • Individuals who were previously eligible for chapters 30, 1606, or 1607
8
Post--9/11 Elections Post An individual who has met the requirements to establish eligibility under chapter 33 and, as of August 1, 2009 is: • Eligible for either chapter 30, 1606, or 1607; or • A member of the Armed Forces and making the b i $1200 contribution basic t ib ti ttoward d chapter h t 30 30; or • A member of the Armed Forces who previously declined to elect chapter 30 Must make an irrevocable election to use benefits under chapter 33. Amended VA Form 22-1990 “Application for VA Education Benefits”
9
9
Payment Types • • • • • • •
Tuition and Fees Charged Rural Benefit Monthly Housing Allowance Stipend for Books and Supplies Tutorial Assistance Licensing & Certification Tests Yellow Ribbon Program 10
Tuition and Fees Payments Individuals not on active duty are eligible for the applicable percentage (based on aggregate active duty service) of the lesser of— (Paid to the school) • T Tuition iti and d ffees charged; h d or • Highest amount of tuition and fees charged for fulltime, undergraduate training at a public IHL in the State the student is attending. (Determined by the State Approving Agency)
Active duty members generally receive 100% rate payable (minus TA) 11
Example: Tuition and Fees SSgt Booker ABC University, Chattanooga, TN 22 months: Aggregate time on active duty $10,000: Cost of tuition and fees (Private School) $8,000: Highest in-state undergraduate tuition in Tennessee $8,000 x 70% = $5,600 (tuition & fees paid by VA) 12
Overpayment of Benefits VA will determine the amount of overpayment for an individual in receipt of chapter 33 benefits for uncompleted courses― • VA will provide: • Notification of overpayment p y • Who will collect the overpayment • The student is: • Responsible for any overpayment incurred as a result of not completing courses. • The veteran may (or may not) receive a refund from the school. Schools should follow their established student refund policy
13
Overpayment of Benefits (Cont’d) In most cases, overpayments will not be collected during the due process period, which is 30 days from the date of notification. Bottom Line: Tuition and Fee payments are paid to the school on behalf of the veteran, overpayments for Tuition and Fees will be charged to the veteran. 14
Rural Benefit (Paid to student)
• $500 one time payment • Determined by most recent census data of 6 persons or less per sq sq. mile • Relocate at least 500 miles to attend school; or • Travel by air to physically attend an IHL if no other land-based transportation exists 15
Monthly Housing Allowance
(Paid to student)
The monthly housing allowance is based on―
• Basic Allowance for Housing (BAH) equivalent to an E-5 with dependents as determined by Department of Defense • “Rate of Pursuit” (must be greater than 50%) • Amount determined by zip code of the primary IHL where the student is enrolled • http://perdiem.hqda.pentagon.mil/perdiem/bah.ht ml • Prorated percentage of the maximum benefit payable 16
Monthly Housing Allowance Cont’d― • Individuals taking solely Distance Learning
courses are NOT eligible for the housing allowance • Individuals enrolled in Distance Learning courses, must take at least one in in-residence residence course to be eligible for the housing allowance (>50%) • The housing allowance is based on the “inresidence” school’s zip code.
Active duty members and anyone with a rate of pursuit of 50% or less are not eligible for the monthly housing allowance. 17
Example: Housing Allowance The amount of the housing allowance is multiplied by the percentage payable based on the individuals length of service. Eligibility Percentage: 90% Rate of Pursuit: 75% Enrollment Period: 8/14/09 to 12/14/09 H Housing i Allowance All based b d on school’s h l’ ZIP Code: C d $1,800 $1 800 Amount of housing: $1,800 x .90 (90%) = $1,620 Claimant would receive: $918.00 ($54.00 per day) for the period 8/14 – 8/30 $1,620 monthly for September, October & November $756.00 ($54.00 per day) for the period 12/1 – 12/14
18
How is the Rate of Pursuit Determined? The rate of pursuit is determined by dividing the number of course (credit or clock) hours an individual is enrolled in by the number of course (credit or clock) considered to be full time at the IHL.
19
Examples of Rate of Pursuit Example 1: Full time is 12 credit hours Student is pursuing 7 credit hours 7 / 12 = .58 or 58%
* Student would be eligible for Housing Allowance
Example 2: Full time is 12 credit hours Student is pursuing 3 credit hours in a non-standard 5 week term. Equivalent Credit Hours is 10.8 10.8 / 12 = .90 or 90% * Student would be eligible for Housing Allowance 20
Examples of Rate of Pursuit Example 3: Full time is 12 credit hours Student is pursuing 6 credit hours 6 / 12 = .50 50 or 50% * Student would not be eligible for Housing Allowance Example 4: Full time is 18 clock hours Student is pursuing 10 clock hours 10 / 18 = .55 or 55%
* Student would be eligible for Housing Allowance
21
Books and Supplies Stipend Up to a $1,000 per academic year (Paid to student) • Prorated based on percentage of max rate payable and credit hours taken • Prorated if rate of pursuit is 50% or less • Up to 24 credit hours in a single academic year • Lump sum payment (each quarter, term or semester attended)
Active duty members are not eligible 22
Example: Book and Supplies Susan Doe ABC University Enrolls in 15 credit hours for the Fall Term, she is receiving 100% maximum rate payable. Susan will receive a lump sum payment of $625 $625.05 05 ($41.67x15 credit hours=$625.05) Enrolls in 12 credit hours for the Spring term. Susan is only eligible to receive the books and supplies stipend for 9 of the 12 credit hours. She can not exceed the maximum of 24 credit hours in a single academic year. Her payment for the Spring term will be $375.03 ($41.67x 9=$375.03) 23
Other Payments Chapter 30/1606 kicker: Paid as a lump sum amount based on the length of the quarter, term or semester and student’s rate of pursuit. Paid at the beginning of the quarter, term or semester
Tutorial Assistance: Up to $100 per month not to exceed a total of $1200 Licensing or Certification Tests: ONE TIME payment the lesser of the cost of the test or $2000. No charge to entitlement
24
Transfer of Entitlement (TOE) (Department of Defense Benefit)
• DoD will determine: • Who is eligible to transfer benefits • Service requirements
• Qualifying spouse receives benefits the servicemember/veteran would receive • Qualifying child always receives veteran benefits • Benefits end at age 26, or when designated 25
Post--9/11 GI Bill Post Effective Date August 1, 2009 Post-9/11 GI Bill (chapter 33) benefits can be paid for training pursued on or after August 1, 2009.
No payments may be made for training pursued before that date. 26
Yellow Ribbon Program OVERVIEW • • • •
What is Yellow Ribbon Who may qualify for Yellow Ribbon IHL participation criteria How Yellow Ribbon effects recipients
27
Yellow Ribbon Program What is the Yellow Ribbon Program? Yellow Ribbon Program is a benefit of the P t 9/11 GI Bill Post-9/11 Bill. Th The program allows ll VA tto enter into agreements with IHL’s, in which the school agrees to waive a percentage of a veteran’s charged tuition and fees that exceed the maximum benefit payable. 28
Yellow Ribbon Program Who may qualify for Yellow Ribbon ? • Veterans at 100% rate payable • Dependent children - TOE • Spouse of Veteran - TOE Claimant’s tuition and fees must exceed the highest in-state course at a state college or university.
29
Yellow Ribbon Program IHL participation criteria • School’s designated official must complete and sign the formal Yellow Ribbon Agreement for participation • Agreement must be received and accepted by VA at time specified • The IHL determines the dollar amount to be waived up to 50% of the unmet charges 30
Yellow Ribbon Program IHL participation criteria • Reports and confirms number of participants annually • Students are automaticallyy enrolled each subsequent term • School may amend agreement with VA • Participant school names accessible to public on VA’s website Periodically check website for updates 31
Yellow Ribbon Program EXAMPLE: How Yellow Ribbon effects recipients Sergeant Smith
• Post-9/11 eligible • 100% rate payable • Tuition exceeds highest in-state IHL at state school Attending XYZ University XYZ tuition cost $20,000 Highest In-state undergraduate tuition $15,000 Without YR - Sgt. Smith pays $5,000 32
Yellow Ribbon Program EXAMPLE: How Yellow Ribbon effects recipients Without YR - Sgt. Smith pays
$5,000
XYZ Univ. participates in the Yellow Ribbon Program School Agreement under YR: $2,500 of tuition waived XYZ pays………………………………..…$2,500 VA matches School %.............................$2,500 $5,000 - $5,000 With Yellow Ribbon, Sgt. Smith pays $0.00 33
Yellow Ribbon Program EXAMPLE: How Yellow Ribbon effects recipients Without YR - Sgt. Smith to pay
$5,000
participates p in the Yellow Ribbon Program g XYZ Univ. p Agreement under YR: $1,250 of tuition waived XYZ pays……………………………………$1,250 VA matches School %.............................. $1,250 $2,500 - $5,000 With Yellow Ribbon, Sgt. Smith pays $2,500 34
Websites Education Service Home Page http://www.GIBill.va.gov Information on:
• The New Post-9/11 GI Bill • Frequently F tl A Asked k dQ Questions ti • Other VA Education Benefits
Veterans Benefits Administration Home Page http://www.vba.va.gov • Go to “Benefits”. Click on Vocational Rehabilitation and Employment 35
Other Resources GI Bill Hotline: 1-888-GIBILL-1 or (1-888-442-4551) Education Case Manager
1-800-827-1000 – Other benefits. Yellow Ribbon mailbox
([email protected])
36
37
AACRAO – Chicago Wed, 15 Apr, 3:45-4:45
The PostPost-9/11 GI Bill U. S. Department of Veterans Affairs
Kent Laudeman, Vice Dean for Administration, USMA (Introduction) Shawn Casey, Management Analyst – Education Services, VA (Presenter) Session ID 580 (Evaluation Form) 38
