CTMCS (ret) Summary: DOD has changed policy to increase retention, mandating service members must be under 16 years TAFMS (or Selected Reserve), to elect a transfer to spouse or kids, and must have 4 years service obligation remaining in order to transfer benefits.
WASHINGTON –12 July 2018
The Defense Department issued a substantive change today to its policy on the transfer by service members in the uniformed services of Post-9/11 GI Bill educational benefits to eligible family member recipients.
Effective one year from the date of this change, eligibility to transfer those benefits will be limited to service members with less than 16 years of total active-duty or selected reserve service, as applicable.
Previously, there were no restrictions on when a service member could transfer educational benefits to their family members. The provision that requires a service member to have at least six years of service to apply to transfer benefits remains unchanged in the policy.
Focus on Retention
“After a thorough review of the policy, we saw a need to focus on retention in a time of increased growth of the armed forces,” said Stephanie Miller, director of accessions policy in the Office of the Secretary of Defense. “This change continues to allow career service members that earned this benefit to share it with their family members while they continue to serve.” This change is an important step to preserve the distinction of transferability as a retention incentive, she added.
If service members fail to fulfill their service obligation because of a “force shaping” event — such as officers involuntarily separated as a result of being twice passed over for promotion or enlisted personnel involuntarily separated as a result of failure to meet minimum retention standards, such as high year of tenure — the change will allow them to retain their eligibility to transfer education benefits even if they haven’t served the entirety of their obligated service commitment through no fault of their own.
All approvals for transferability of Post-9/11 GI Bill continue to require a four-year commitment in the armed forces and, more importantly, the member must be eligible to be retained for four years from the date of election, officials said.
The policy affects service members in the uniformed services, which includes the U.S. Coast Guard as well as the commissioned members of the U.S. Public Health Service and National Oceanic and Atmospheric Administration.
editor: emphasis added