Post-9/11 GI Bill – Transfer Benefits to Spouse or Dependents

A common question that arises about the GI Bill® is can I transfer my benefits to my wife or children? Fortunately, in June 2009, the Department of Defense (D0D) outlined all transferability rules for GI Bill Benefits to dependents and these questions are now answered.

Which Armed Forces members are eligible to transfer GI Bill benefits?

Any Armed Forces member (active duty or Selected Reserve, officer or enlisted) on or after August 1, 2009, who is eligible for the Post-9/11 GI Bill, and

  • Has at least six years of service in the Armed Forces on the date of election and agrees to serve four additional years in the Armed Forces from the date of election.
  • Has at least ten years of service in the Armed Forces (active duty and/or Selected Reserve) on the date of election, is precluded by either standard policy (service or DoD) or statute from committing to four additional years, and agrees to serve for the maximum amount of time allowed by such policy or statute
  • Is or becomes retirement eligible during the period from August 1, 2009, through August 1, 2013.  A service member is considered to be retirement eligible if he or she has completed twenty years of active duty or twenty qualifying years of reserve service.
  • For those individuals eligible for retirement on August 1, 2009, no additional service is required.
  • For those individuals who have an approved retirement date after August 1, 2009 and before July 1, 2010, no additional service is required.
  • For those individuals eligible for retirement after August 1, 2009, and before August 1, 2010, 1 year of additional service after approval of transfer is required.
  • For those individuals eligible for retirement on or after August 1, 2010, and before August 1, 2011, two years of additional service after approval of transfer are required.
  • For those individuals eligible for retirement on or after August 1, 2011, and before August 1, 2012, three years of additional service after approval of transfer are required.

Which Family Members are Eligible to Receive GI Bill Benefits?

An individual approved to transfer an entitlement to educational assistance under this section may transfer the individual’s entitlement to:

1. One or more of the individual’s children

2. The individual’s spouse

3. Any combination of spouse and child

The eligible Armed Forces member retains the right to revoke or modify the transfer at any time.  The remaining benefits can be re-applied to anyone who is eligible including yourself or dependents.

Is Anyone Else Eligible to Use My GI Bill Benefits for Educational Assistance?

Unfortunately, no. At this time only dependent children and spouse’s who are enrolled in the Defense Eligibility Enrollment Reporting System (DEERS) are eligible for GI Bill benefits to be transferred.

What Benefits are Eligible for Transfer?

An eligible Armed Forces member may transfer up to the total months of unused Post 9/11 GI Bill benefits, or the entire 36 months if the member has used none.

How Do I Transfer my Benefits?

Benefits can be transferred by submitting a Transferability of Education Benefits form.

What is the Best Military Friendly College for my Wife or Children?

Selecting the right college is dependent on many factors but taking full advantage of your GI Bill Benefits is only the first step.  Read our Military Friendly Colleges Guide for more information on selecting the right college for members of your family.

Video on transferability eligibility: Focuses on how service members can transfer benefits to their dependents, spouse or children.


 


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