IN THE CASE OF: BOARD DATE: 14 June 2012 DOCKET NUMBER: AR20110024421 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, in effect, correction of his records to show he applied for the Post-9/11 GI Bill Transferability Program to transfer his education benefits to his dependents before he was retired on 22 December 2009. 2. The applicant states, in effect, that he attempted to transfer his benefits to his dependents with the assistance of the Department of Veterans Affairs (VA) counselor on 16 September 2009 and he and the counselor thought they had been successful in doing so; however, for reasons that he cannot explain the transfer did not go through and it was not until he was off active duty that he discovered the transfer had not occurred. 3. The applicant provides a copy of his DD Form 214 (Certificate of Release or Discharge from Active Duty) and a copy of the instruction sheet he used to transfer his benefits. CONSIDERATION OF EVIDENCE: 1. The applicant was serving as a U.S. Army Reserve (USAR) colonel when he was ordered to active duty on 28 February 2003. 2. He served until he was honorably retired by reason of permanent disability on 22 December 2009. He had served 20 years, 11 months, and 3 days of active service and he had 29 years and 5 days of service for pay purposes. 3. In the processing of this case a staff advisory opinion was obtained from the Human Resources Command at Fort Knox, Kentucky, which opined that the applicant’s request should be approved because he left the service within 90 days of implementation of the program and he was eligible to transfer his benefits to his children at the time. Additionally, confirmation was received from the VA counselor at the time which confirms the applicant made an attempt to effect the transfer during the implementation phase and for reasons unknown the change did not register. 4. The advisory opinion was provided to the applicant for comment and he concurred with the opinion as written. 5. The Post-9/11 Veterans Educational Assistance Act of 2008 is described under Title V of the Supplemental Appropriations Act of 2008, Public Law 110-252, House of Representatives, 2642. In July of 2008, Congress passed a law for the Post-9/11 GI Bill which went into effect on 1 August 2009. 6. Public Law 110-252, section 3319, provides the eligibility requirements necessary to transfer unused education benefits to family members. A service member may execute the transfer of benefits only while serving as a member of the Armed Forces. The VA is responsible for final determination of eligibility for educational benefits under this program. General eligibility criteria are as follows: a. Service members must have accrued specific qualifying active duty service on or after 11 September 2001 of at least 30 continuous days of qualifying active duty service if discharged due to a service-connected disability or between 90 days and 36 months or more of total aggregate qualifying active duty service. b. Service members must have served on active duty in the Regular Army or as a Reserve member ordered to active duty under Title 10, U.S. Code, sections 688, 12301(a), 12301(d), 12301(g), 12302, and 12304 (orders in support of contingency operations, i.e., mobilization), and must have received an honorable discharge at the conclusion of active duty service. 7. The program guidance stipulates that if a service member becomes retirement eligible during the period beginning on 1 August 2009 through 1 August 2013 and agrees to serve the additional period as specified below, he/she is entitled to transfer benefits to his/her dependents. A member is considered to be retirement eligible upon completion of 20 years of active Federal service or 20 qualifying years as computed under Title 10, U.S. Code, section 12732: a. service members eligible for retirement on 1 August 2009 – no additional service required; b. service members who have an approved retirement date after 1 August 2009 and before 1 July 2010 – no additional service required; c. service members eligible for retirement after 1 August 2009 and before 1 August 2010 – 1 year of additional service is required; d. service members eligible for retirement on or after 1 August 2010 and before 1 August 2011 – 2 years of additional service is required; e. service members eligible for retirement on or after 1 August 2011 and before 1 August 2012 – 3 years of additional service is required; and f. active duty service members who separate, retire, transfer to the Reserve, or who are discharged on or prior to 1 August 2009 are not eligible to elect transferability. DISCUSSION AND CONCLUSIONS: 1. The applicant's request that his record be corrected to show he applied for and the Army approved transferring his education benefits under the Post-9/11 GI Bill to his dependents prior to retirement on 22 December 2009 has been carefully considered and is found to have merit. 2. The Post-9/11 GI Bill was implemented on 1 August 2009 and information pertaining to the transferability of entitlements was disseminated down to education counselors at the installation level. 3. However, it appears reasonable to presume given the close proximity of the applicant's retirement (22 December 2009) to the effective date of the Post-9/11 GI Bill (1 August 2009), and given the fact that the VA counselor has confirmed he attempted to make the transfer, it would serve the interest of equity to correct his record to reflect he applied to transfer his education benefits under the Post-9/11 GI Bill transferability provision upon implementation of the provision. BOARD VOTE: ____x___ ___x____ ___x____ GRANT FULL RELIEF ________ ________ ________ GRANT PARTIAL RELIEF ________ ________ ________ GRANT FORMAL HEARING ________ ________ ________ DENY APPLICATION BOARD DETERMINATION/RECOMMENDATION: The Board determined that the evidence presented was sufficient to warrant a recommendation for relief. As a result, the Board recommends that all Department of the Army records of the individual concerned be corrected by showing the applicant filed his application and the Army approved his request to transfer his Post-9/11 GI Bill education benefits to his dependents prior to his retirement, provided all other eligibility criteria are met. _______ _ _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) AR20110024421 3 ARMY BOARD FOR CORRECTION OF MILITARY RECORDS RECORD OF PROCEEDINGS 1 ABCMR Record of Proceedings (cont) AR20110024421 2 ARMY BOARD FOR CORRECTION OF MILITARY RECORDS RECORD OF PROCEEDINGS 1