Transfer of post 9/11 GI Bill to 3 yr ROTC scholarship recipient son

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rotcmom2016

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son has 3 year ROTC scholarship. In order to afford freshman year we are thinking about transferring 10 months of post 911 GI bill from my husband to our son. I understand that ROTC scholoraship recipients don't get the GI Bill after their 4 years of active duty. My question is, how would my son get the post 9/11 GI Bill. Would he have to go active duty instead of reserves during his last 4 of 8 years. Any help on possitves and negatives on my husband transferrying GI bill to my son would be appreciated.
 
rotcmom2016 said:
son has 3 year ROTC scholarship. In order to afford freshman year we are thinking about transferring 10 months of post 911 GI bill from my husband to our son. I understand that ROTC scholoraship recipients don't get the GI Bill after their 4 years of active duty. My question is, how would my son get the post 9/11 GI Bill. Would he have to go active duty instead of reserves during his last 4 of 8 years. Any help on possitves and negatives on my husband transferrying GI bill to my son would be appreciated.
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From what I understand the Post 9/11 GI Bill is different then the old Montgomery GI Bill. With the MGI Bill officers that graduated through the Academy or with a ROTC Scholarship were not eligible. There are no such provisions with the Post 9/11 GI Bill, any officer that completes the required 90 days of Active Duty is now eligible for the GI Bill.

Agian, this is my understanding from what I have read.

Eligibility

"To be eligible for the new program, you must have served a total of at least 90 days on active duty, after 9/11. If you have a total of 6 months or more of post 9/11 active duty service, time does not have to be continuous. Active duty service, for the purpose of this new bill, doesn't count active duty time spent in initial entry training (IET), meaning time in basic training, initial job training, service academies, OCS/OTS, and ROTC."

"Under the MGIB, officers who received their commission through a service academy, or an ROTC scholarship were ineligible. There are no such restrictions under the new program. Any officer who were previously ineligible, will be eligible for the new program, assuming they have at least 90 days of post 9/11 active duty service."

"Similarly, military members who previously declined the MGIB are eligible for the new program."
 
GI Bill for ROTC

I hope you are right. The people at the VA said that ROTC scholarship recipients aren't eligible for the new GI Bill because their education (which scholarship recipients are getting up front) is in leu of the GI Bill. Those that don't get their education paid for up front (before service) get to use the GI Bill after their active duty to get their education. I asked the VA what the advantage of the scholarship was then besides a timing issue. They told me it was because those comming out of ROTC will probably go active duty at a higher pay grade (Officer). Please let me know if this makes sense.
 
rotcmom2016 said:
I hope you are right. The people at the VA said that ROTC scholarship recipients aren't eligible for the new GI Bill because their education (which scholarship recipients are getting up front) is in leu of the GI Bill. Those that don't get their education paid for up front (before service) get to use the GI Bill after their active duty to get their education. I asked the VA what the advantage of the scholarship was then besides a timing issue. They told me it was because those comming out of ROTC will probably go active duty at a higher pay grade (Officer). Please let me know if this makes sense.
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Makes sense to me except, perhaps, for the higher pay grade. Doesn't mean its accurate and true though. Unfortunatley I have no idea on those aspects. I would expect the ROTC detachment to know though.
 
rotcmom2016 said:
They told me it was because those comming out of ROTC will probably go active duty at a higher pay grade (Officer). Please let me know if this makes sense.
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The scholarship has no bearing on this. Scholarship or not they will commission out of ROTC as an O-1.
 
ROTC and Gi bill: both can be used

http://newgibill.org/get_answers#66

(For clarification: the gi bill being used by DS is one being transferred from active duty Marine dad; in now for 20 + years. It will pay for room and board etc. not covered by ROTC scholarship. Also to transfer dad must stay active duty and commit to 4 more years service time, DS would not have been allowed to use GI bill had dad been pending retirement or been retired: I know not fair to retirees).

c) How do financial aid and the GI Bill work together? Will taking one affect the other?
Veterans' education benefits are not considered in determining eligibility for federal financial aid (they even took it off the FAFSA form). However, every state/school sets its own policies for determining how veterans' education benefits affect state/local aid. We strongly encourage all veterans to apply for federal financial because many veterans qualify for additional educational funds like Pell Grants, worth over $5,500/yr.

Recent legislative modifications to the Post-9/11 GI Bill (Chapter 33) have changed what tuition/fees the VA will reimburse. The VA is now considered a “payer of last resort”, meaning that they will only pay for tuition/fees that are not already paid for by other financial aid. For example if a veteran is receiving an ROTC scholarship that will cover the full cost of tuition/fee, the VA will not pay anything toward tuition/fees. Prior to August 2011 they would have paid tuition/fees regardless of any scholarships received by the veteran.

There are several exceptions to the “payer of last resort” rule. The following types of financial aid are excluded from consideration when determining a student’s GI Bill benefits:

Title IV Federal Financial Aid: Benefits a student would be eligible for by filling out the FAFSA form (e.g., Pell Grants) do not count against your Post-9/11 GI Bill benefits.
General Scholarships: General scholarships given directly to the veteran or intended to cover any type of expenses are also excluded. Only scholarships given directly to the university to cover specifically tuition/fees and nothing affect GI Bill benefits.
Yellow Ribbon Program Contributions: Yellow Ribbon contributions can still be used to pay for the full cost of tuition/fees that are not covered by other sources.
 
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mom135,

Great post, thanks for the link, that cleared up a lot of questions.

f) Officers (ROTC/Academy Grads)

"Officers who graduated from service academies or received ROTC scholarships do qualify for Post-9/11 GI Bill (Chapter 33). However, time spent satisfying the ROTC/Service Academy active duty obligation does not count toward the active duty service necessary to qualify for the benefits."

"These requirements are typically 5 years for academies and 4 years for ROTC grads. For example if an ROTC grad served 6 years after graduating college, their first 4 years would not count but their subsequent 2 years of service would qualify that officer for 80% of the Post-9/11 GI Bill."

"If an ROTC graduate becomes a reserve officer and then is activated on federal orders it is possible that this active duty service would qualify for Post-9/11 eligibility."
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There are a lot of AROTC cadets that ADSO for their Branch adding 3 years to their AD Obligation. According to the above quote the ADSO has given them an added benefit that allows them to receive what looks like at least 80% of the Post 9/11 GI Bill, something I think a lot of them do not realize.

Thanks for the information.
 
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Packer said:
The scholarship has no bearing on this. Scholarship or not they will commission out of ROTC as an O-1.
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Thanks for that clarification. I meant that the ROTC scholarship recipient (O-1) would commission as an officer vs. someone straight out of high school commissioning as an E-5 (my other son).
 
mom135 said:
http://newgibill.org/get_answers#66

(For clarification: the gi bill being used by DS is one being transferred from active duty Marine dad; in now for 20 + years. It will pay for room and board etc. not covered by ROTC scholarship. Also to transfer dad must stay active duty and commit to 4 more years service time, DS would not have been allowed to use GI bill had dad been pending retirement or been retired: I know not fair to retirees).

c) How do financial aid and the GI Bill work together? Will taking one affect the other?
Veterans' education benefits are not considered in determining eligibility for federal financial aid (they even took it off the FAFSA form). However, every state/school sets its own policies for determining how veterans' education benefits affect state/local aid. We strongly encourage all veterans to apply for federal financial because many veterans qualify for additional educational funds like Pell Grants, worth over $5,500/yr.

Recent legislative modifications to the Post-9/11 GI Bill (Chapter 33) have changed what tuition/fees the VA will reimburse. The VA is now considered a “payer of last resort”, meaning that they will only pay for tuition/fees that are not already paid for by other financial aid. For example if a veteran is receiving an ROTC scholarship that will cover the full cost of tuition/fee, the VA will not pay anything toward tuition/fees. Prior to August 2011 they would have paid tuition/fees regardless of any scholarships received by the veteran.

There are several exceptions to the “payer of last resort” rule. The following types of financial aid are excluded from consideration when determining a student’s GI Bill benefits:

Title IV Federal Financial Aid: Benefits a student would be eligible for by filling out the FAFSA form (e.g., Pell Grants) do not count against your Post-9/11 GI Bill benefits.
General Scholarships: General scholarships given directly to the veteran or intended to cover any type of expenses are also excluded. Only scholarships given directly to the university to cover specifically tuition/fees and nothing affect GI Bill benefits.
Yellow Ribbon Program Contributions: Yellow Ribbon contributions can still be used to pay for the full cost of tuition/fees that are not covered by other sources.
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Thank you for your answer. This is very helpful. In our case, dad will be eligible for retirement (20 years) in 6 years. So I understand that the 4 year additional won't affect us. I don't believe we add on the four years to the additional six he is planning on doing. Dad just got back from active duty National Guard so son will qualifly for up to 36 months of education. We know that in our case my son's in-state TUITION (after university academic scholarship (unrelated to ROTC scholarship)) will be $4,500 ($7,500-3,000.) In addition he will incur room and board of $10,000/year ($8,000 for living and $2,000 for food.) My son understands that he can use his 3-year AROTC scholarship for either tuition and fees OR room and board (ONE OR THE OTHER.) Our thinking is to use the AROTC scholarship for Room and Board years 2 through 4 and use 10 months of my husbands post 9/11 GI Bill for 10 months of my son's freshman year at university (tuition, room, books.) As far as FAFSA goes we got the low interest loan. If this doesn't sound correct please let me know.
 
rotcmom2016 said:
Thanks for that clarification. I meant that the ROTC scholarship recipient (O-1) would commission as an officer vs. someone straight out of high school commissioning as an E-5 (my other son).
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Being an E-5 is not being commissioned as an officer. What he is saying is that not everyone in ROTC is receiving scholarship benefits. You don't need a scholarship to commission, only a contract.

I think you meant enlisting in lieu of commissioning?
 
gi bii

If college pays for room/board
Can ds still collect his % of e5duh that he should get from husbands post 911 transfer or is that also payer of last resort
 
In Ohio(varies by state), the GI bill will pay up to $17,500 in tuition. Many schools offer the yellow ribbon program, the school and VA will split the costs of tuition above the $17,500. For example, if tution is $25,000, the GI bill will pay $17,500. The remaining $7,500 will be split 50/50 between the school and VA. If tuition is less than the state max, you will not get the extra cash for personal use.

BAH rate is an E5 with dependents in the zip code of the school. http://www.defensetravel.dod.mil/site/bahCalc.cfm

For my son not on an ROTC scholarship: he goes to school in Dayton, OH, so he gets $1,056/month BAH. We have this deposited into a savings account to use later.

IMO, having the GI bill pay for his freshman year is a good idea. Once his scholarship is activated, use it to pay for the highest of costs (in your case Room/Board).

The down side for your husband would be if he wanted to take classes or get vocational training after retirement, the number of months available to him would be reduced by whatever your son would use. If your son uses 10 months of the benefit, 26 months would be left for your husband, you or other children.
 
gi bill transfer

Facts have changed i want to verify this final scenario is correct.
Tuition/fees at private college is 42k. Freshman yr scholarship from college is 29k for tuit/fees and college pays for housing. Dad gives ten months post 911 gi bill freshman yr.


1) 17500 x 60% will go toward 13k of students remaining tuit/fees
2)e5bha 1900 x 60% ds will put into savings
3)books are 1000 x 60%

Thanks for all the help everyoneu
 
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