The Department of Defense released changes to department policy on the transfer by service members in the Uniformed Services of “Post-9/11 GI Bill” education benefits to eligible family members, July 2018.
As a reminder, effective July 12, 2019, any Sailor who has more than 16 years of total service will no longer be eligible to transfer education benefits to their dependents. Also, until July 12, 2019, an exception to policy allows Sailors with at least 10 years of service who are unable to serve four additional years, due to statute or standard policy, to transfer their education benefits to dependents if they agree to serve the maximum time authorized. For example, enlisted Sailors within four years of high year tenure or officers within four years of their statutory limit of service are eligible. Purple Heart recipients are exempt to this policy change.
For detailed information on transferring Post-9/11 GI Bill education benefits and the exception to policy, read NAVADMIN 236/18.
Questions? Contact the NPC GI Bill office.
WASHINGTON (NNS) — The Department of Defense (DoD) has granted a temporary exception to policy to allow select service members to transfer their Post-9/11 GI Bill education benefits to dependents until July 12, 2019.
NAVADMIN 020/19, released Jan. 24, announces that for a limited time, Sailors with at least 10 years of service who are unable to serve four additional years, due to statute or standard policy, may transfer their education benefits to dependents if they agree to serve the maximum time authorized. For example, enlisted Sailors within four years of high year tenure or officers within four years of their statutory limit of service are eligible.
The policy exception is retroactive to July 12, 2018 and ends July 11, 2019, after which Sailors will need to commit to the full four years of service to transfer their benefits.
Sailors with at least 10 years of service whose transfer of education benefits applications were rejected due to the policy changes announced in NAVADMIN 170/18, and who are still serving on active duty or in the selected reserve (SELRES), must reapply for transfer of education benefits by following guidance in NAVADMIN 236/18, including completion of the new statement of understanding at https://myeducation.netc.navy.mil/webta/home.html#nbb.
For more news from Chief of Naval Personnel, visit www.navy.mil/local/cnp/.
WASHINGTON (NNS) — The Navy released a new electronic form for completing the Statement of Understanding (SOU) needed to submit Post-9/11 GI Bill Transfer of Education Benefits (TEB) requests, and a new policy allowing Purple Heart recipients to transfer education benefits, in NAVADMIN 236/18, Sept. 24.
Starting Oct. 1, Sailors will be able to complete the required SOU online via My Navy Portal, or the My Education web site at https://myeducation.netc.navy.mil/webta/home, instead of the paper “page 13” that must be processed before submitting an initial TEB request.
Sailors should verify their current email information to ensure prompt feedback on TEB applications. After completing the SOU, Sailors will receive a link to the Defense Manpower Data Center (DMDC) milConnect portal where they can complete the application.
Sailors who are unable to complete the SOU or TEB application online may contact the Navy Personnel Command GI Bill Office (PERS-311) to request assistance with their application.
The new process does not impact Sailors who already have an approved TEB request in milConnect, or the process for adding a dependent or modifying benefits allocated to dependents on approved TEB requests.
The NAVADMIN also announced that Purple Heart recipients are immediately eligible to transfer their unused education benefits to their dependents, without the requirement for six years of service and agreement to serve four additional years. Purple Heart recipients are also eligible if their total military service exceeds 16 years.
All other Sailors requesting transfer of education benefits must have served at least six years and have at least four years remaining on their service commitment, as outlined in NAVADMIN 170/18.
Effective July 12, 2019, any Sailor who has more than 16 years of total service will no longer be eligible to transfer education benefits to their dependents, unless they are a Purple Heart recipient. Take action now to avoid losing this opportunity!
All Sailors who are or will be eligible to transfer their Post-9/11 GI Bill education benefits should discuss their options with their command career counselor.
To contact the NPC GI Bill office, visit https://www.public.navy.mil/bupers-npc/career/education/gibill/pages/default.aspx
Here are the articles for this week’s Finance Friday:
Sunday After Action Report (a collection of the best articles that we’ve read this week)
You can read the full post here:
The quick summary is:
- Effective July 12, 2019, service members desiring to transfer their Post 9/11 GI Bill benefit to a spouse or children will need to do so no later than their 16th year of service.
- Effective immediately, any sailors and naval officers who can’t serve four additional years is ineligible to transfer the benefit. This affects Navy personnel ineligible due to their time in grade as well as those with an impending medical retirement.
- Regardless of where you are in your career, if you are considering transferring the benefit to one or more of your dependents, it’s best to do so now, before the new rule takes effect.
Here’s another good article from U.S. News that summarizes the changes in the new Forever GI Bill: