IN THE CASE OF: BOARD DATE: 25 February 2022 DOCKET NUMBER: AR20210010912 APPLICANT REQUESTS: on behalf of her husband, a Former Service Member (FSM): * Transfer of Education Benefits (TEB) for use by his dependent children * A personal appearance before the Board APPLICANT'S SUPPORTING DOCUMENTS CONSIDERED BY THE BOARD: * DD Form 149 (Application for Correction of Military Record) * DD Form 214 (Certificate of Release or Discharge from Active Duty), ending on 30 April 2015 * State , Certificate of Marriage, dated 25 August 1995 * Department of Health and Human Services, Certificate of Death, dated 27 September 2019 FACTS: 1. The applicant states that the FSM unexpectedly passed away on 19 September 2019 leaving his unused GI Bill benefits still assigned to his name. Before he retired, he transferred one month of his GI Bill to her and each of his children with the intention to transfer the remainder to his children as needed. Their daughters are currently in college and are in desperate need of this benefit to complete their education. Without the transfer, the FSM's daughters may not be able to complete their education due to funding. 2. The FSM's service record shows: a. On 4 September 1992, the FSM enlisted in the Regular Army. He served continuously until his length of service retirement. DA Form 3286-67 (Statement of Understanding-Army Policy) shows the FSM enlisted for the Montgomery GI Bill (MGIB) education incentive. b. DD Form 2366 (Veterans' Educational Assistance Act of 1984 (New GI Bill), dated 9 September 1992, shows the FSM enrolled in the New GI Bill. The FSM had to complete three years of active duty service before receipt of entitlement to $300.00 per month for 36-months. c. DD Form 214, ending on 30 April 2015, shows the FSM was retired from active duty by reason of sufficient service. 3. The applicant provides: a. State Certificate of Marriage, dated 25 August 1995, showing she married the FSM in Fredrick County. b. Department of Health and Human Services, Certificate of Death, dated 27 September 2019, showing the FSM passed away on 19 September 2019 and the applicant was the informant. 4. In the processing of this case, an advisory opinion was obtained from the U.S. Army Human Resources Command (HRC) Chief, Education Incentives Branch on 15 November 2021. The advisory official opined he recommended approval of the applicant's request. It states in pertinent part: a. The FSM unexpectedly passed away on 19 September 2019. The passing of Public Law 115-48, Section 110 (Colmery Act) or the Forever GI Bill changed Title 38 USC, Section 3319(f)(1) (Time of Transfer) to allow: (1) Dependents of deceased service member or Veterans to transfer the dependent's unused TEB months to another dependent. (2) Service members or Veterans to transfer the unused TEB months of the deceased dependent to another dependent. b. The FSM submitted a TEB request on 22 September 2010. His Career Counselor approved the TEB request on 24 September 2010 with a TEB service obligation of 22 September 2014. The FSM transferred one month to (spouse), one month to (child born on 26 August 2002), and one month to (child born on 11 August 1999). The FSM fulfilled the TEB service obligation before retiring on 30 April 2015. By transferring at least one month to his dependents, the FSM established the eligibility conditions for a future modification per the revision of Public Law 115-48, Section 110. c. Given the above information, recommend authorizing one of the three Courses of Action (COA). COA 1 provides the least impact to the grieving family. (1) COA 1 – Distribute the FSM's Post GI Bill education benefits equally between and . (2) COA 2 – Distribute the FSM's Post GI Bill education benefits equally between his dependents: 12 months to , 12 months to , and 12 months to . (3) COA 3 – Distribute the remaining months of the FSM's Post GI Bill education benefits to his next of kin, . 5. The advisory opinion was provided to the applicant to afford her the opportunity to respond to its content. She did not respond. BOARD DISCUSSION: 1. The applicant's request for a personal appearance hearing was carefully considered. In this case, the evidence of record was sufficient to render a fair and equitable decision. As a result, a personal appearance hearing is not necessary to serve the interest of equity and justice in this case. 2. After reviewing the application, all supporting documents, and the evidence found within the military record, the Board found that relief was warranted. The applicant's contentions, the military record, an advisory opinion, and regulatory guidance were carefully considered. The Board concurred with the advising official’s recommendation to grant relief based upon the circumstances. The applicant requested to provide the benefit to their daughters. Therefore, the Board agreed distributing the remaining benefit equally amongst the children would be a sufficient course of action if the applicant did not use the other 33 months that were not allocated. BOARD VOTE: Mbr 1 Mbr 2 Mbr 3 :X :X :X GRANT FULL RELIEF : : : GRANT PARTIAL RELIEF : : : GRANT FORMAL HEARING : : : DENY APPLICATION BOARD DETERMINATION/RECOMMENDATION: The Board determined the evidence presented is 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 FSM filed and the Army approved, in a timely manner, his application to modify the allocation of his unused education benefits equally between his daughters, in accordance with the Transfer of Education Benefits provisions of the Post-9/11 GI Bill. This correction does not affect any portion of the benefit already used (if used) by the applicant. 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. REFERENCES: 1. Public Law 110-252, as amended by Public Law 111-377, identified the qualifications to receive the Post-9/11 GI Bill, one of which was that the service member must have performed active service on or after 11 September 2001 in order to be eligible for the Post-9/11 GI Bill. Public Law 110-252 established legal requirements on the transferability of unused benefits to those members of the Armed Forces who were serving on active duty or as a member of the Selected Reserve on or after 1 August 2009. 2. On 22 June 2009, the Department of Defense (DOD) established the criteria for eligibility and transfer of unused education benefits to eligible family members. The policy limits the entitlement to transfer education benefits to any member of the Armed Forces on or after 1 August 2009, who, at the time of the approval of his or her request to transfer entitlement to educational assistance under this section, is eligible for the Post-9/11 GI Bill. a. 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. b. Has at least 10 years of service in the Armed Forces (active duty and/or service in the 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. c. Is or becomes retirement eligible during the period from 1 August 2009 through 1 August 2013. A service member is considered to be retirement eligible if he or she has completed 20 years of active service or 20 qualifying years of Reserve service. //NOTHING FOLLOWS//