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Transferring Post 9/11 GI Bill to Dependents

This information is from the VA’s website: http://www.gibill.va.gov/benefits/post_911_gibill/transfer_of_benefits.html

Additional information can be found here:

http://www.defenselink.mil/home/features/2009/0409_gibill/

Eligibility

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.
    • 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.

An individual approved to transfer an entitlement to educational assistance under this section may transfer the individual’s entitlement to:

  • The individual’s spouse.
  • One or more of the individual’s children.
  • Any combination of spouse and child.

A family member must be enrolled in the Defense Eligibility Enrollment Reporting System (DEERS) and be eligible for benefits, at the time of transfer to receive transferred educational benefits.

A child’s subsequent marriage will not affect his or her eligibility to receive the educational benefit; however, after an individual has designated a child as a transferee under this section, the individual retains the right to revoke or modify the transfer at any time.

A subsequent divorce will not affect the transferee’s eligibility to receive educational benefits; however, after an individual has designated a spouse as a transferee under this section, the eligible individual retains the right to revoke or modify the transfer at any time.

Nature of Transfer

An eligible Service member may transfer up to the total months of unused Post-9/11 GI Bill benefits, or the entire 36 months if the member has used none.

Family member use of transferred educational benefits is subject to the following:

  • Spouse:
    • May start to use the benefit immediately.
    • 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.
  • 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.

To Apply

First you must go to the DoD transferability application website to determine if your dependents are eligible to receive the transferred benefits. This website is only available to military members.

Click here to visit that site (non-VA Link, Internet Explorer only)

Upon approval, family members may apply to use transferred benefits with VA by completing VA Form 22-1990e.  VA Form 22-1990e should only be completed and submitted to VA by the family member after DoD has approved the request for TEB.  Do not use VA Form 22-1990e to apply for TEB.

To access the electronic version of VA Form 22-1990e click here

To access the paper version of VA-Form 22-1990e click here.

About the author: Stacey is an Army wife of a soldier who joined in 2003. He has since been medically retired but she continues to provide information to Army wives and families to make their adjustment to the Army lifestyle easier. Connect with Stacey: Facebook Twitter Pinterest

{ 1 comment… add one }
  • Kathryn August 10, 2011, 2:00 pm

    My husband is in the reserves and will be transferring his post9/11 benifits over to me. He is NOT on active duty at this time.
    Does this mean I will recieve the montly stipend?

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