Dependent+Benefits+Guide - Veterans Affairs

Report
Veterans Affairs
Post 9/11, Fry Scholarship, DEA, Hazlewood Legacy. & Combat
Exemption
Veterans Affairs
Benefit Presentation
 Benefits and topics covered:
–
Transferring Chapter 33 Post 9/11 GI Bill to dependents
–
The Fry Scholarship
–
Chapter 35 DEA
–
Hazlewood Legacy
–
Combat Exemption
Veterans Affairs
Post 9/11 Transfer Eligibility Requirements
 Transfer Eligibility Requirements
–
Any member of the Armed Forces (active duty or Selected Reserve, officer or
enlisted) on or after August 1, 2009, who is eligible for the Post-9/11 GI Bill, and:
•
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.
•
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
•
Is or becomes retirement eligible during the period from August 1, 2009, through
August 1, 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.
Veterans Affairs
Qualifying to Transfer Post 9/11
 Transfer Eligibility Requirements
–
For those individuals eligible for retirement on August 1, 2009, no additional service is
required.
–
For those individuals who have an approved retirement date after August 1, 2009,
and before July 1, 2010, no additional service is required.
–
For those individuals eligible for retirement after August 1, 2009, and before August 1,
2010, 1 year of additional service after approval of transfer is required.
–
For those individuals eligible for retirement on or after August 1, 2010, and before
August 1, 2011, 2 years of additional service after approval of transfer are required.
–
For those individuals eligible for retirement on or after August 1, 2011, and before
August 1, 2012, 3 years of additional service after approval of transfer required.
•
Becomes retirement eligible during the period 8/1/2009 – 8/1/2013
•
If retiring after 8/1/2010 or before 8/1/2011 2 years of additional service
•
If Retiring after 8/1/2011 or before 8/1/2012 3 years of additional service
Veterans Affairs
Dependents Eligible to Receive Transferred Benefits
 Eligible Dependents
–
Spouse
–
Children
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Any Combination of Spouse and Child
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Must be Enrolled in DEERS
–
Service Member May Revoke Benefits
Veterans Affairs
Post 9/11 Spousal Transfer
 Transferring Benefit to Spouse
–
May start to use benefit immediately
–
6 Years of active service on date of election – (spouse only)
–
Agrees to serve additional 4 years – (spouse only – active service only)
–
May use the benefit while the member remains in the Armed Forces or
after separation from active duty.
–
Is not eligible for the monthly stipend or books and supplies stipend while
the member is serving on active duty.
–
Can use the benefit for up to 15 years after the service member’s last
separation form active duty.
–
Effective October 1, 2011 Spouse will receive book stipend
Veterans Affairs
Post 9/11 Transfer to Dependent
 Transferring benefit to dependent child
–
May start to use the benefit only after the individual making the transfer
has completed at least 10 years of service in the Armed Forces.
–
May use the benefit while the eligible individual remains in the Armed
Forces or after separation from active duty.
–
May not use the benefit until he/she has attained a secondary school
diploma (or equivalency certificate), or reached 18 years of age.
–
Is entitled to the monthly stipend and books and supplies stipend even
though the eligible individual is on active duty.
–
Is not subject to the 15-year delimiting date, but may not use the benefit
after reaching 26 years of age.
Veterans Affairs
Transfer Education Web Site
 Transferring benefit on TEB web site
–
Check to make sure dependent(s) is on DEERS
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Access the transfer web site at:
https://www.dmdc.osd.mil/appj/agentsso/LoginSelect.jsp?gotourl=%2FTE
B%2Findex.jsp&modules=DFAS,FAM,CAC - log on using either CAC
card or DFAS pin and password
–
You will receive notification of from Department of Defense of approval
either by writing or email
Veterans Affairs
Post 9/11 Application
 Dependent (spouse and/or Child) Application for Benefit
–
Dependent will apply at the following web site:
https://www.ebenefits.va.gov/ebenefitsportal/ebenefits.portal?_nfpb=true&_portlet.async=false&_pageLabel=eb
enefits_myeb_vonapp1
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Dependent will complete VA Form 22-1990E – processing time can take
up to 45 days
–
Provide banking information on the 22-1990E
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You can check on the status of your application by calling 888.442.4551
–
The VA will mail a Certificate of Eligibility to the dependent
Veterans Affairs
Using Post 9/11 GI Bill @ Texas State
 Using Post 9/11 GI Bill benefit at Texas State
–
Apply for admission
–
Attend orientation
•
•
–
Register for classes
Sign up for VA educational benefits with Veterans Affairs
– Turn in certificate of eligibility (Veterans Affairs Office)
– Complete assorted office paper work (Veterans Affairs Office)
– Veterans Affairs office will send enrollment certification to VA
– Payment for Tuition will be sent directly to school
– Housing stipend will be sent to student
– Book payment is calculated at $41.67 per credit hour to student
– Student can expect payment at the end of first full month of the semester
Housing stipend at Texas State is $1197 (may change annually)
Veterans Affairs
Using Post 9/11 GI Bill @ Texas State
 Using benefits at Texas State
–
Sign up for benefits during registration for each semester/term
–
Student responsible for all over payments
–
The Withdrawal and Drop Policy is still applicable to students using
veteran benefits
Veterans Affairs
Post-9/11 GI Bill: Marine Gunnery Sergeant John David Fry Scholarship
 Fry Scholarship
–
The Fry Scholarship is an amendment to the Post-9/11 GI Bill (chapter
33) that makes education benefits available to the children of service
members who die in the line of duty after Sept. 10, 2001.
–
The benefit went into effect on August 1, 2009; the same day the Post9/11 GI Bill. Like Post-9/11 veterans
–
Eligible children attending school may receive up to the highest public, instate undergraduate tuition and fees, plus a monthly living stipend and
book allowance under this program
–
Eligible children are entitled to 36 months of benefits at the 100% level
and they have 15 years to use the benefit after their 18th birthday. The
benefits may be used until their 33rd birthday.
Veterans Affairs
Post-9/11 GI Bill: Marine Gunnery Sergeant John David Fry Scholarship
 Fry Scholarship
–
Children underage 18 cannot use this benefit even if they have
completed high school
–
The child’s marital status does not affect eligibility for the Fry Scholarship
–
The application for this benefit is available online on the GI Bill website,
through VONAPP. Eligible dependents will complete VA Form 22-5490,
Application for Dependents' Educational Assistance, to apply. If you are a
son or daughter, under legal age, a parent or guardian must sign the
application.
–
In the remarks section of the 22-5490 please Enter “Fry Scholarship
Applicant”
Veterans Affairs
Post-9/11 GI Bill: Marine Gunnery Sergeant John David Fry Scholarship
 Using Fry Scholarship at Texas State
–
Apply for admission
–
Attend orientation
•
•
Register for classes
Sign up for VA educational benefits with Veterans Affairs
– Turn in certificate of eligibility
– Complete assorted office paper work
– Veterans Affairs office will send enrollment certification to VA
– Payment for Tuition will be sent directly to school
– Housing stipend will be sent to student
– Book payment is calculated at $41.67 per credit hour to student
– Student can expect payment at the end of first full month of the semester
• Housing stipend at Texas State is $1197 (may change annually)
Veterans Affairs
Post-9/11 GI Bill: Marine Gunnery Sergeant John David Fry Scholarship
 Using Fry Scholarship at Texas State University
–
Sign up for benefits during registration for each semester/term
–
Student responsible for all over payments
–
The Withdrawal and Drop Policy is still applicable to students using
veteran benefits
Veterans Affairs
Chapter 35
 Chapter 35 (Dependents Education Assistance)
–
–
–
–
–
–
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You must be the son, daughter, or spouse of:
A veteran who died or is permanently and totally disabled as the result of
a service-connected disability. The disability must arise out of active
service in the Armed Forces.
A veteran who died from any cause while such service-connected
disability was in existence.
A service member missing in action or captured in line of duty by a hostile
force.
A service member forcibly detained or interned in line of duty by a foreign
government or power.
A service member who is hospitalized or receiving outpatient treatment
for a service connected permanent and total disability and is likely to be
discharged for that disability. This change is effective December 23,
2006.
Veterans Affairs
Chapter 35
 Chapter 35 (con’t)
–
Dependent must be between the ages of 18 and 26
–
The application for this benefit is available online on the GI Bill website,
through VONAPP. Eligible dependents will complete VA Form 22-5490,
Application for Dependents' Educational Assistance, to apply
–
The program offers up to 45 months of education benefits
–
These benefits may be used for degree and certificate programs,
apprenticeship, and on-the-job training
–
VA will send an “Award Letter” to student
Veterans Affairs
Chapter 35
 Using Chapter 35 (con’t) at Texas State
–
Apply for admission
–
Attend orientation
•
•
Register for classes
Sign up for VA educational benefits with Veterans Affairs
– Turn in award letter (Veterans Affairs Office)
– Complete assorted office paper work (Veterans Affairs Office)
– Veterans Affairs office will send enrollment certification to VA
– Monthly stipend will be sent to student
– Student can expect payment at the end of first full month of the semester
•
Monthly stipend at Texas State is $936 (may change annually)
Veterans Affairs
Hazlewood Legacy
 Hazlewood Legacy
–
Eligible veterans may assign unused hours of exemption eligibility to a
child under certain conditions. To be eligible, the child must:
•
Both the veteran and dependent must be a Texas resident during the semester
the exemption is claimed
•
Be the biological child, stepchild, adopted child, or claimed as a dependent in
the current or previous tax year
•
Be 25 years or younger on the first day of the semester or term for which the
exemption is claimed (unless granted an extension due to a qualifying illness or
debilitating condition)
•
Make satisfactory academic progress in a degree, certificate, or continuing
education program** as determined by the institution.
Veterans Affairs
Hazlewood Legacy
 Hazlewood Legacy (con’t)
–
If a child to whom hours have been delegated fails to use all of the
assigned hours, a veteran may re-assign the unused hours that are
available to another dependent child
–
Veterans' spouses are not eligible to receive a transfer of unused hours
–
The awards are available only for use at a Texas public college or
university. To access listings of Texas public colleges and universities,
follow this link to Texas Institutions of Higher Education and select any of
the schools listed under the Texas Public Institutions.
**Note: The schools listed under Independent Institutions do NOT qualify
for Hazlewood Exemptions.
Veterans Affairs
Hazlewood Legacy
 Hazlewood Legacy at Texas State
–
Apply for admission and be admitted
–
Hazlewood Legacy exemption all tuition and most fees*
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Attend orientation
•
•
Register for classes
Sign up for sign up for Hazlewood Legacy benefits with Veterans Affairs
– Complete assorted office paper work (Veterans Affairs Office)
– Veterans Affairs office will clears student’s tuition and fees with Student
Business Services (Bursar)
– Student required to sign up for benefit every semester/term
*does not exempt student service fee nor property deposit fee.
All students are assessed a property
deposit fee of $50 their first term at Texas State. It is refunded at graduation .
Veterans Affairs
Combat Exemption for Deployed Service Member Dependents
 Combat Exemption
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Program Purpose
•
–
To provide an education benefit to a child, or stepchild, of a member of the
Armed Forces who is deployed to active duty in a combat zone outside the
United States
Eligibility Requirements
•
•
•
•
Dependent child or stepchild who:
Is a Texas resident or is entitled to pay resident tuition,
Has a parent who is a member of the U. S. Armed Forces, and
Is enrolled for any semester or other academic term during which the service
member of the armed forces is deployed on active duty for the engaging in a
combative military operation outside the United States.
Veterans Affairs
Combat Exemption for Deployed Service Member Dependents
 Combat Exemption (con’t)
–
Eligible Institutions
•
The awards are available only for use at a Texas public college or university
•
To access listings of Texas public colleges and universities, follow this link to
Texas Institutions of Higher Education and select any of the schools listed
under the Texas Public Institutions
– **Note: The schools listed under Independent Institutions do NOT qualify
for this exemption
–
Award Amount
•
The exemption covers the student's tuition only--fees are not covered.
Veterans Affairs
Combat Exemption for Deployed Service Member Dependents
 Combat Exemption (con’t)
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Application Process
•
•
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Contact the Veterans Affairs office at the Texas State University for information
on claiming this exemption. Students must be able to provide proof of meeting
the program’s eligibility requirements, as outlined above.
Child must provide proof (ex- military orders, pay records from service
member’s unit to which he/she is assigned, etc.) of service member’s
deployment from the Department of Defense for the relevant semester or
academic term.
Additional Information
•
Contact the financial aid office or the registrar's office at the college for
additional information or assistance with this program.
Veterans Affairs
Combat Exemption for Deployed Service Member Dependents
 Combat Exemption at Texas State
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Attend orientation
•
•
Register for classes
Sign up for sign up for Combat Exemption benefit with Veterans Affairs
– Complete assorted office paper work
– Veterans Affairs office will clears student’s tuition and fees with Student
Business Services (Bursar)
– Student required to sign up for benefit every semester/term
Veterans Affairs
Contact Information
 Veterans Affairs Office Contact Information
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Phone:
512.245.2641
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Fax:
512.245.3271
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Email:
[email protected]
Veterans Affairs
Questions
 Questions??????
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