transfer of va education benefits to a dependents

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Transfer Your Post-911 GI Bill

The Post-9/11 GI Bill allows you to transfer all or some of your unused benefits to your spouse or dependent children. The military determines whether you can transfer benefits to your family. Once your service approves your eligibility to transfer your benefits, your dependents can apply for them through the VA.

Who Can Transfer Their GI Bill Benefits?

Any active military member or member of the Selected Reserve who is eligible for the Post-9/11 GI Bill who:

• Completes at least 6 years of service on the date the request is approved,  and
• Agrees to add 4 more years of service
• Is eligible to be retained for four years from the date of election to transfer benefits, and not be precluded from serving the four additional years prior to approval by policy or statute.

You MUST transfer benefits while on active duty or serving in the Selected Reserve.

Who Can Receive Transferred GI Bill Benefits?

If you are eligible to transfer benefits, you can transfer them to:

• Your spouse
• One or more of your children
• Any combination of spouse and child

The family member must be enrolled in the Defense Eligibility Enrollment Reporting System (DEERS) at the time of transfer.

If your child gets married, it doesn't affect their eligibility to receive the transferred benefits.

If you get divorced, your ex-spouse can still use the transferred benefits.

You can take away or change the transferred benefits to any dependent at any time.

How to Transfer Your Post-9/11 GI Bill Benefits

You can only apply to transfer benefits while you are on active duty or serving in the Selected Reserve. You should apply either online at the DMDC Website or by following your service's instructions.

After leaving the military you can make changes to the amount of GI Bill transferred to each dependent by contacting the VA.

Details on Using Transferred GI Bill Benefits

You can transfer any remaining portion of your GI Bill entitlement. If you haven't used any, you can transfer it all.

Pro-tip: While you are on active duty or serving in the Selected Reserve, you should give each of your dependents at least one month of transferred GI Bill. This gets them in the system. You can always add or subtract entitlements after you get out. But, if you don't add them into the system with at least one month of entitlement while you are on active duty or in the Selected Reserve, you are out of luck later. You won't be able to add them.

• May start to use their benefits immediately
• May use their benefits while you are in service or after you get out
• Can't get the monthly housing allowance while you are on active duty
• If you got out of of the military before Jan. 1, 2013, they have 15 years from your discharge to use their benefits. If you get out after that, there is no time limit
• May start to use their benefits only after you have completed at least 10 years of service
• May use their benefits while you are on active duty or after you get out
• Can't use their benefits until they have a high-school diploma or certificate, or they have turned 18
• Can get the monthly housing allowance even though you are on active duty
• Can use the transferred benefits only until they are 26 years old.

Keep Up With Your Education Benefits 

Whether you need a guide on how to use your GI Bill, want to take advantage of tuition assistance and scholarships, or get the lowdown on education benefits available for your family, Military.com can help. Subscribe to Military.com to have education tips and benefits updates delivered directly to your inbox.

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Education and Transition

How to use va disability benefits to pay for dependents’ education.

If you qualify for permanent and total disability due to a service-connected disability, you could be eligible to pass education benefits to your dependent.

Under the Survivors’ and Dependents’ Educational Assistance (DEA) program , your spouse or child may be able to get help paying for school or job training. Through this program, commonly known as Chapter 35 benefits, both the dependent and the veteran or service member must meet eligibility requirements under the U.S. Department of Veterans Affairs.

Eligibility requirements

The service member must have died in the line of duty after September 10, 2001, be missing in action or have been captured in the line of duty by a hostile force, held by force while in the line of duty by a foreign government or power or be in the hospital or receiving outpatient treatment for a service-connected permanent and total disability, and be likely to be discharged for that disability.

A child or spouse of a veteran may qualify if the veteran is permanently and totally disabled due to a service-connected disability or died while on active duty or as a result of a service-connected disability.

The VA defines a service-connected permanent and total disability as a disability resulting from service that does not go away.

How to apply

To apply for GI Bill and related benefits, potential applicants should determine if they are eligible on the VA’s website .

Applicants need their Social Security number, bank account direct deposit information, education and military history and basic information about the education institution they plan to attend or are currently attending.

When applying for education benefits, dependents must also check with their school’s certifying official to ensure their program is approved for VA benefits. If the school is approved, the dependent can apply online or by mail using a Dependents’ Application for VA Education Benefits (VA Form 22-5490).

A decision usually comes within 30 days, according to an average estimate from the VA’s website.

DEA details

DEA benefits last for a maximum of 36 months and cover a variety of educational programs (college, business, technical, vocational), certification tests, apprenticeships and on-the-job training, tutorial assistance and work study.

The VA pays the monthly amount directly to the student. Currently, the monthly payment for full-time training is $1,265. Spouses and children qualify for  slightly different benefits  under the DEA. Children may use their benefits between ages 18 and 26. Spouses are able to use the benefits for 20 years from the date of the service member’s death (if they died on active duty), 10 years from a VA-determined date of qualification or from the veteran’s date of death.

Both groups may have some exceptions applied to their use of benefits.

The Fry Scholarship

There is also another program that offers educational assistance to dependents. The Marine Gunnery Sergeant John David Fry Scholarship grants money to children and spouses of service members who died in the line of duty after September 10, 2001. The Fry Scholarship grants up to 36 months of benefits that apply to tuition, housing and books and supplies.

Dependents who qualify for both the Fry Scholarship and DEA must choose what program they would like to use. The choice cannot be changed later. This choice excludes children whose parent died in the line of active duty before August 1, 2011. The child may use both programs for up to 81 months of full-time training, but only one program can be used at a time.

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VA Education Benefits for Dependents

Written by Veteran.com Team

VA education benefits for dependents include options under the GI Bill, Yellow Ribbon program and scholarship funds. Eligible dependents are defined as immediate family members (i.e., spouse, child, adopted stepchild). Options from the VA depend on the nature of the active duty service member’s or veteran’s service, time spent in uniform, and what GI Bill program the member signed up for at the start of their military career.

If you are eligible for any of the programs listed here, you will need the service member’s or veteran’s proof of service, your own proof of status as a military dependent, and other documentation as required by each individual program. You may also be required to submit bank information in order to receive VA benefits via direct deposit (see below).

VA Education Benefits for Dependents: The GI Bill Transfer Option

Those who signed up for and are qualified to use the Post 9/11 GI Bill can transfer some or all of the remaining time to a dependent. Eligible spouses and dependent children researching higher education should consider the transfer option in addition to any other available financial assistance.

Transferring GI Bill benefits can be complicated for those transitioning out of military service and back into civilian life. VA rules state that the service member must request the transfer of GI Bill benefits while still in the service. The VA official site also reminds service members that the Department of Defense has the final say in who is eligible (or ineligible) to transfer these benefits. Since the ETS date can be overwhelming, service members should discuss transferring this benefit before they start out-processing.

Once GI Bill benefits are transferred to a dependent, the recipient is still required to apply with the Department of Veterans Affairs in order to receive and use them. GI Bill transfer recipients must be enrolled in the Defense Eligibility Enrollment Reporting System (DEERS) and be eligible for benefits at the time of transfer.

The Forever GI Bill allows the transfer of unused GI Bill benefits if a service member or veteran passes away without using them. Additionally, if a service member transfers GI Benefits to a dependent and that person passes away, the benefit may then be transferred to another qualifying individual.

Service members who meet the following criteria can transfer Post 9/11 GI Bill education benefits to a military dependent:

• Served a minimum of six years (active duty and/or Selected Reserve) on the date of transfer approval and agreed to serve four additional years in the armed forces.
• Completed 10 years of service in the armed forces (active duty and/or Selected Reserve) on the date of approval, are precluded by either standard policy or statute from committing to four additional years and agree to serve for the maximum amount of time allowed by such policy or statute.
• Transfers must be submitted and approved while the service member is still on duty.
• National Guard members must also have six cumulative years of active duty service in order to transfer this benefit or be willing to add on to their term of service.

Signing up to transfer benefits does not affect your basic ability to apply for other types of VA dependent education options. Some educational assistance programs may require you to have used up or be otherwise unable to use GI Bill benefits. Others may be viewed as a supplement to other education assistance open to you. Note: if the service member reups in order to transfer benefits and is unable to complete the additional time in service, you may be required to repay any transferred educational benefits that have been used.

Note that the GI Bill is not retroactive, and you need to apply before starting your learning program.

The Yellow Ribbon Program

If you are a dependent who is eligible for GI Bill benefits (above) or the Fry Scholarship (below), you may also qualify for funding through the Yellow Ribbon Program . This helps pay for the increased costs associated with out-of-state, private school or graduate school, which may not be covered by the GI Bill.

The school you attend must be an institute of higher learning that participates in the program. Each school has a maximum number of students they can offer the program too.

The Marine Gunnery Sergeant John David Fry Scholarship

Fry Scholarships are offered to qualifying children and spouses of service members who died in the line of duty after September 10, 2001. This scholarship covers tuition, housing costs, books and supplies for a maximum 36 months of benefits. Eligibility requirements for this particular benefit are very detailed. Dependent children are eligible once they turn 18 or graduate high school, whichever comes first. Those who turned 18 or graduated prior to January 1, 2013 are eligible only until they turn 33. Eligibility doesn’t end for those who turned 18 or graduated after that date. Dependent children may be married.

Eligible surviving spouses do not have a time limit to apply for a Fry Scholarship but are no longer eligible if they remarry.

Dependent children must elect to stop receiving Dependency and Indemnity Compensation (DIC) in order to receive the Fry Scholarship. Spouses can receive both benefits at the same time.

Some applicants may already be in a learning program when they consider the Fry Scholarship. The VA instructs them to have the school or employer (for internships, on-the-job training or apprenticeships) to complete and submit VA Form 22-1999, the VA Enrollment Certification.

The Survivors’ and Dependents’ Educational Assistance (DEA) Program

This VA program provides education and on-the-job training for eligible dependents of veterans who are permanently and totally disabled due to a service-related condition. The program is also open to eligible dependents of veterans who died while on active duty or as a result of a VA-rated condition caused by or associated with military service.

Most dependents can receive a maximum of 36 months of education benefits maximum. If you first accessed the benefits prior to August 1, 2018, then you may be eligible for up to 45 months of benefits. Also, thanks to ruling updates, some dependents may be eligible for as many as 81 months of education benefits by accessing two programs (such as DEA benefits and transferred GI Bill benefits)..

DEA benefits may be available to the dependent children or spouses if the service member or veteran meets one of the following conditions:

• The veteran died while on active duty.
• The veteran died or was permanently/totally disabled as the result of a service-connected disability.
• The service member is missing in action or was captured in the line of duty by a hostile force.
• The service member was forcibly detained or interned in the line of duty by a foreign government or power.
• The service member is hospitalized (or receiving outpatient treatment) for a service-connected permanent and total disability and is likely to be discharged for that disability.

Other requirements include the following:

• Dependent children must be between the ages of 18 and 26, except in certain circumstances
• Dependent children can be married.
• Dependents serving in the military cannot apply for this benefit while on active duty. To pursue training after military service, you must receive an honorable discharge.
• Dependents in the military can apply to the VA for an extension of the eligibility period by the number of months/days of active duty time. Generally, benefits cannot extend past your 31st birthday.

Remember: Everyone’s situation is different. The eligibility criteria can be very confusing, and it is best to check with the VA before making plans that rely on this benefit. If you have a service member who is recovering at a military hospital and is likely to be medically discharged, start a file with their military records and all the benefits that they and their dependents are eligible for, as well their DD 214 when you have it.

Choosing Between the Fry Scholarship and DEA

Not all dependents qualify for the Fry Scholarship or the VA DEA program. Some dependent children may qualify for both. However, VA rules generally allow you to access only one program. You must choose one when you apply and cannot change your mind. The VA’s GI Bill Comparison Tool can help you decide which education benefit is the best choice for you.

Note: If your parent died in the line of duty before August 1, 2011, you may qualify for both the Fry Scholarship and the Survivors’ and Dependents’ Educational Assistance (DEA) program. Although you may utilize both, you can still only use one program at a time, and the maximum combined benefts are still capped at 81 total months of full-time learning.

Applying for VA Education Benefits for Dependents

To apply for any of the education benefits programs you see here, you will need to provide certain documentation, including discharge paperwork (DD 214) or a statement of service from a verifying that the service member is an active member in good standing.

You will also be required to supply Social Security Numbers, copies of military orders, dependent IDs and school transcripts, where applicable. In some cases, the VA will require proof that you have been accepted into a learning program, apprenticeship, training or college. You may need to submit paperwork to the nearest VA regional office or fill out online forms that you’ll submit electronically.

Be prepared to supply bank information, including routing numbers, account numbers and address/phone information so that the VA (or the school, where applicable) can send your benefits payments once you are accepted into the program of your choice. Start the registration process early. The VA will take about a month to process your initial claim, and they may have additional verification questions. If you sign up for direct deposit, your payments will arrive sooner than issued checks.

Additional Education Benefits for Dependents

In addition to Federal VA programs, many states have education benefits for eligible dependents of veterans. Eligibility differs. Some programs are based on years of service, some on disability rating, and some are more general. It is definitely worth looking into your state-sponsored programs, as in some cases, tuition, fees and textbooks are completely covered at state schools. Additionally, many non-profits or Veteran Service Organizations (VSO) have scholarships for military and veteran dependents. Military Officers Association of America (MOAA), Navy-Marine Corps Relief Society and the Army Scholarship Foundation are just a few of the many groups offering additional support.

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Transfer of Educational Benefits - Chapter 33 TEB

The Post 9/11 GI Bill allows for the benefit to be transferred to eligible dependents. The  Department of Defense and your branch of service ultimately decides whether you can transfer Post 9/11 G.I. Bill benefits to your family. 

HOW CAN I USE THIS BENEFIT AT XAVIER UNIVERSITY?

• Apply to Xavier University
• Apply for Post 9/11 G.I. Bill benefits ,  once your application has been approved by the VA, you will receive a Certificate of Eligibility (COE) by mail
• Upon being admitted to Xavier, schedule an appointment with the Veterans Advisor,   Spencer Rumley , to schedule courses (undergraduate students only, graduate students should contact their program director or academic department for guidance on scheduling courses)
• Provide a copy of the Certificate of Eligibility (COE) to the Veterans Advisor,   Spencer Rumley  either by email or hand delivery (If you have previously used VA Education benefits at another university/college, please complete   VA Form 22-1995 Request for Change of Program or Place of Training )
• After you have scheduled courses, complete the VA Education Benefits Enrollment Request Form available on the Current Students page

Am I eligible to transfer benefits?

You may be eligible to transfer education benefits if you’re on Active Duty or in the Selected Reserve and you meet the following requirements.

All of these must be true:

• You've completed at least 6 years of service on the date your request is approved
• You agree to add 4 more years of service
• The person getting benefits has enrolled in the Defense Enrollment Eligibility Reporting System 

WHAT KIND OF BENEFITS MAY my qualified dependents BE ELIGIBLE FOR?

If the Department of Defense approves the Transfer of Educational Benefits (TEB), your spouse or dependent children can apply for up to 36 months of benefits, and may be able to get money for:

• Books and supplies

When can they use the transferred benefits?

These conditions apply to family members using transferred benefits:

• May use the benefit right away
• May use the benefit while you’re on active duty or after you’ve separated from service
• Don’t qualify for the monthly housing allowance while you’re on active duty
• May use the benefit for up to 15 years after your separation from active duty
• May start to use the benefit only after you’ve finished at least 10 years of service
• May not use the benefit until they’ve gotten a high school diploma
• Qualify for the monthly housing allowance even when you’re on active duty
• Don’t have to use the benefit within 15 years after your separation from active duty, but can’t use the benefit after they’ve turned 26 years old.

Your dependents may still qualify even if a child marries or you and your spouse divorce. However, service members and Veterans can revoke or change a TEB at any time.