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Education and Incentive OverviewEducation and Incentive Overview
“KEEPING PEOPLE FIRST”
SFC Donovan WhitfieldRecruiting & Retention NCO
ARNG Educational Assistance Programs
• DANTES
• SOCGUARD
• ARNG Institute
• Tuition Assistance
• MGIB and MGIB Kicker
Survey Says . . .
• NPS• Joined for Education Benefits 76%
• Stay for Education Benefits 72%
• Currently Attending College 53%
• Plan to Continue their Education 94%
• PS• Joined for Education Benefits 42%
• Stay for Education Benefits 36%
• Currently Attending College 33%
• Plan to Continue their Education 80%
Defense Activity for Non-Traditional
Education Support (DANTES)
• Testing Programs (Prior to IADT)– I.e. CLEP, DSST, GED, ACT, SATs, GRE, GMAT, Etc
– Student Guide to Success (Audio/Video tapes)
– Spouses are also eligible (Only CLEP and DSST are free)
• Certification Programs (32 national exams)– I.e. Fitness, Food Services, Electronics, Medical, Auto, etc.
• Education brochures/pamphlets• Distance Learning TA/External Degree Program
• Find out more at: www.voled.doded.mil– Or call: (850)452-1760 (RC Advisor)
SOCGUARD
• College Cost Guides by State• Presentations/Briefings• Posters/Brochures • Degree Builders • SOC Counselors • CONAP
• Find out more at: www.soc.aascu.org– Or call at: 1-800-368-5622 (Wash D.C.)
ARNG Institute
• Military credit evaluation/transcript
• College degree planning
• Education counseling
• Available to spouses!
• Find out more at: www.arngi.org– Or call at: 1-877-632-7644 (Pensacola, FL)
Tuition Assistance (TA)
• 4 TA Programs– ARNG Federal TA (M-Day soldiers)
– DANTES Distance Learning TA
– ACES TA (AGRs)
– State TA
Tuition Assistance
• ARNG Federal TA
– M-Day/Traditional soldiers
– Eligible ‘prior to’ completion of IADT
– 100% of tuition costs up to 15 Semester or 22 Quarter Hrs
– Per semester hour caps:
• Undergraduate Degree: $100.00/$68.00 Qtr
• Graduate Degree: $170.00/115.60 Qtr
Tuition Assistance
• ARNG Federal TA, Continued;
– Vocational/Technical Courses (Clock Hours)
– 100% of tuition costs
• $100 Undergraduate and $170 Graduate caps still apply, once
converted to semester hours
– Annual Cap is $4,500 per soldier
Tuition Assistance
• ARNG Federal TA, Continued; – OCS Candidates, SMPs & WOCs
• Apply ACES TA Rates ($187.50)
• Rates continue until:– Completion of a Baccalaureate Degree for Officers &
Associate Degree for Warrant Officers
– Voluntarily or involuntarily released from the officer candidate school/program prior to commissioning
– Failure to accept a commission
Tuition Assistance
• DANTES Distance Learning TA– Undergraduate, Graduate, Doctoral, & Nationally
Accredited Distance Learning (DL) Programs
– 100% of tuition cost up to 15 semester hours
– Not to exceed $4,500 annually per soldier
– Processed through State ESO paid by DANTES
– AGRs are also eligible
Tuition Assistance
• ARNG Federal TA and DANTES DL TA
– Commitment:
• Officers, 4 years after course completion
• Enlisted, must have remaining obligation for length
of course
– Can be used with the MGIB for a different course
– Soldiers can combine ARNG Federal TA (SH & CH) & DANTES DL TA up to $4,500 annually
Tuition Assistance
• Army Continuing Education System (ACES) TA– Applicable to AD/AGR soldiers
– Processed through Army Education Centers
– 75% Per Semester Hour
– Not to Exceed $187.50
– $3,500 Annual Max
– Reference AR 621-5
Tuition Assistance
• State TA Programs (SEAP)– Paid directly to school for books and tuition
– Up to $500 for Jr. College & $1000 for 4-Yr College
– Not Guaranteed - Until State Money is Used
– State TA and ARNG Federal TA can be used concurrently not to exceed 100% of tuition costs
• State TA must be applied before ARNG Federal TA
– State TA and MGIB can be used simultaneously and may exceed 100% of tuition costs
Montgomery GI Bill (MGIB)
• Basic Facts, Rates and Uses
• Eligibility Criteria and Termination
• MGIB Kicker
Montgomery GI Bill
• Basic Facts:
– Established on 1 Jul 85
– Chapter 1606, (Title 10 USC - Selected Reserve)
– Administered by the Department of Veterans Administration
– 36 months of ‘full time’ benefits (48 max when combined)
– Can be used for any degree (AA, BA, Masters, PhD)
Montgomery GI Bill
• Monthly rates - Effective 1 Oct 01: Less
Than Full Time 3/4 Time 1/2 Time 1/2 Time
Ch 1606 $272.00 $197.00 $131.00 $65.75
(M-Day)
Montgomery GI Bill
• Uses:– College/Schooling– Cooperative Training– Correspondence training– Independent study programs– Flight training– Tutorial Assistance– Remedial/Refresher Training – Work Study* – Apprenticeship/OJT*
Montgomery GI Bill
• Work Study - What is it?– A part time job paid by the VA (minimum wage - tax free)
– Work at any VA/DoD approved facility (Armories count!)
– Soldier must be in receipt of MGIB at 3/4 time or more
– Work must be MGIB related
• How do you get one?– Find a soldier who is going to college & needs extra money
– File VA Form 22-8691, Application for Work-Study Allowance, with your Regional VA Office
– Call 1-888-GIBILL-1 with questions
Montgomery GI Bill
• OJT - What is it?– VA approved job training/apprenticeship programs offered
by local companies/organizations
– VA pays a monthly benefit while performing a job and earning wages ($197/SR, $487/AD - first 6 months)
– Examples include: Welders, Painters, Cooks, Mechanics, Police
• OJT - How do you get it?– Network with local companies - establish rapport
– Have the employer submit an application to the VA
– Call 1-888-GIBILL-1 with questions
Montgomery GI Bill
• MGIB - SR Eligibility (Determined by Service)
– Have a six year obligation in the Selected Reserve - enlist, reenlist or extend
– Complete IADT or equivalent
– Have a High School Diploma or equivalent
(New - now only needed before applying for benefits)
– Complete a DD Form 2384-1 (NOBE)
Montgomery GI Bill
• MGIB - SR Suspension
• MGIB recipients are authorized a one-time, one year period of non-availability - up to 3 yrs for missionary oblig
• Applies to those who transfer to the ING, IRR or AGR Program/Military Technician
• Benefit is suspended during the entire period of non-availability
Montgomery GI Bill
• MGIB - SR Termination
• Failure to return to an active drilling status after a period
of non-availability• Failure to extend for the period of non-availability • Declared an Unsatisfactory Participant• Obtain an ROTC Scholarship (Title 10, Sec 2107)• Complete a 10 year period from the eligibility date
• 10-Year entitlement period is extended for any period of federal
mobilization plus 4 months
• Purpose:– To encourage enlistment and retention of soldiers in designated
Units/MOSs • Note: MGIB Kicker is an ‘incentive’ not an entitlement
• Governing Policy:
– Memorandum, NGB-ARH, Subject: ARNG MGIB Kicker Program, Dated 19 Oct 00
– Forthcoming NGR 600-7 re-write will include MGIB Kicker guidance
MGIB Kicker
MGIB Kicker
• Categories:
– 1. NPS (CAT I-IIIB only)
– 2. Current ARNG soldiers who served three or more consecutive years in the ARNG (SL 1/2, MOSQ)
– 3. Prior service soldiers who enlist/reenlist directly from the Active Army (Within 30 days of ETS, SL 1/2, MOSQ)
– 4. ARNG LTs with an MOS or OBC, without a BS Degree• Regardless of unit of assignment or 3 consecutive yrs of service
– 5. OCS Candidates/SMPs
MGIB Kicker
• Benefit:
– $200 basic rate, $350 for Officer Candidates/SMPs
– Not subject to federal/state withholding
– Paid monthly (PS soldiers with ACF get lump sum)
– Kicker entitlement lasts as long as the basic benefit, up to
36 months maximum
– Payments are prorated when not enrolled full-time
• Example: $200 Kicker at 1/2 time enrollment = $100
• Basic Eligibility:
– Be eligible for the MGIB basic benefit (Ch 30 or 1606) • 6 Year Obligation, Completion of IADT, HSDG
– Enlist/extend in a High Priority Unit, regardless of MOS• New list sent out 1 May 01
– Valid Position Vacancy
– Sign a kicker contract/OSA and agree to stay in your contracted Unit/Critical Specialty for 6 years
• The member can leave the Critical Specialty, and/or Unit and still receive the Kicker once they complete their 6 year obligation
MGIB Kicker
MGIB Kicker
• Eligibility for $350 Kicker:– Officer Candidates:
• Must be eligible for MGIB basic benefit (MOSQ)– NPS OCS enlistment option soldiers are not eligible for basic
MGIB benefits or Kicker
• Complete Phase I of State OCS Program or complete Federal OCS program and accept commission in the ARNG
• Not required to have 3 consecutive years ARNG service
• May have a baccalaureate degree or higher
• May be in any unit upon entry and be assigned to any unit after graduation from OCS
MGIB Kicker
• Officer Candidates continued:• Soldiers who fail to complete the OCS program may
return to their previous kicker contracted rate if applicable– Must return to same position and be MOSQ
• Soldiers who fail to complete the OCS Program and who re-enter the OCS program the following year may be offered the OCS/SMP kicker a second time
– Prevailing rate at that time for OCS/SMPs will apply
• Candidates who receive an OCS completion certificate can receive the $350 Kicker for one additional year without being suspended
– After year may revert to previous contracted rate, if applicable
• Eligibility for the $350 Kicker:– SMP Cadets:
• Must Be Eligible for MGIB basic benefit (MOSQ)– NPS soldiers are not eligible for basic MGIB benefits or Kicker
• Contract as an SMP Cadet (MS III, IV) in an ARNG Unit
• Not required to have 3 consecutive years in the ARNG
• May be assigned to an excess slot in any unit upon entry and be assigned to any unit after commissioning
MGIB Kicker
• Eligibility for the $350 Kicker:– SMP Cadets:
• Kicker is suspended when a soldier is voluntarily or involuntarily released from the SMP Program
– Soldiers with a previous kicker contract may revert to previous rate if applicable
• Kicker is terminated (with recoupment) if soldier fails to accept a commission in the ARNG on the date offered
MGIB Kicker
MGIB Kicker
• OCS/SMP Documentation:
• Previous kicker recipients complete Section X (higher rate) of existing kicker contract (NGB Form 5435-R)
– Soldiers who received the kicker between 1 Oct 88 and 30 Sep 99 complete NGB Form 5435-1-R (Supplemental)
• Soldiers without a previous kicker contract must complete a kicker contract (NGB Form 5435-R) in it’s entirety
– Soldiers must extend their existing enlistment contract to have a 6 year obligation from the date of the kicker contract
• After commissioning, all soldiers must sign an OSA for the remaining months on their 6 year obligation that made them eligible for the kicker
MGIB Kicker
• Suspension:
– 1 year, one time, authorized period of non-availability for transfers to the IRR, ING, AGR/Technician Program (3 yrs for missionary obligation)
– Soldier voluntarily leaves the unit/skill during their 6 year obligation (up to 12 months)
– Suspension of favorable personnel actions • Except APFT Failure and Body Fat Composition Standards
MGIB Kicker
• Continuation
– Involuntary Transfer/Reassignment (Unit or MOS)• Must accept a position in the contracted or new MOS that is within reasonable commuting distance• Must become MOSQ within 24 Months• Includes transfers from the USAR
– Promotion to another position or SL within the soldiers CMF
– Interstate Transfer• Must transfer to a kicker eligible unit and MOS to retain kicker• Will be suspended up to 12 months if transferred to a non kicker unit/MOS
MGIB Kicker
• Termination – Failure to remain a satisfactory participant– Failure to complete the required 6 year obligation– Failure to return to a Kicker unit/MOS after an authorized period of non-availability or
suspension– Failure to extend for a period of non-availability– Failure to accept a position in the contracted MOS within reasonable commuting distance– Enters the active army on extended active duty – Failure to meet retention standards (w/out recoup) – Failure to become qualified within 24 months after an involuntary reassignment (w/out
recoup)
MGIB Kicker
• Recoupment
– Required by Title 10, United States Code (USC)– States must initiate and pursue recoupment action when conditions are
met– Formula: Months remaining on obligation divided by the total months
of obligation multiplied by the amount of benefits paid.• Example: Soldier with a 6 year obligation (72 months). Has received $4,000 in
kicker benefits and completed 3 years of his/her obligation (36 months remaining).• 36/72 X $4,000 = $2,000 to be recouped
Selected Reserve Incentive Program (SRIP)
Governing Regulations:• Army Regulation 135-7, Incentive Programs• Army National Guard Regulation 600-7, Selected Reserve Incentive
Programs, dtd 1 Oct 97• DODD 1205.20 - Reserve Component Incentive Prog, dtd Jan 96
• DODI 1205.21 - Reserve Component Incentive Program Procedures, dtd Sep 99
Governing Laws:• Title 10 and 37, USC
Selected Reserve Incentive Program
• $8,000 Enlistment Bonus - Criteria:
– High priority units only (any MOS)
– NPS enlistees (SL 1 only) who enlist for a minimum of six years in a valid vacant position
– Must be a HSDG or secondary school graduate (must have a diploma prior to AIT)
– Must be Test Score Category I - IIIB (31 or higher)
– Complete NGB Form 600-7-1-R-E (Enlistment Bonus Addendum)
Selected Reserve Incentive Program
• $5,000 Enlistment Bonus - Criteria:
– “Non” High priority units only (any MOS)
– NPS enlistees (SL 1 only) who enlist for a minimum of six years in a valid vacant position
– Must be a HSDG or secondary school graduate (must have a diploma prior to AIT)
– Must be in Test Score Category I - IIIB (31 or higher) – Complete NGB Form 600-7-1-R-E (Enlistment Bonus
Addendum)
Selected Reserve Incentive Program
• Prior Service Bonus - Criteria:
– Must have completed Military Service Obligation (MSO)
– Must have received an honorable discharge
– Must have less than 14 years for pay purposes (PEBD)
– Must have never previously received a bonus for enlistment, reenlistment or extension in the SelRes
– New - May be ‘Non’ MOSQ and still receive bonus if soldier gets qualified within 24 months (6 yr only)
Selected Reserve Incentive Program
• Prior Service Bonus - Type and amounts:
–6 Year, $5,000
–1st 3 Year, $2,500
–2nd 3 Year, $2,000 • Must be consecutive with 1st 3 year bonus
• Civilian Acquired Skill (CASP) $8,000 Bonus
– No longer offered, effective May 01
– CASP enlistment option still in effect
– Criteria in NGR 600-200, Chapter 3
Selected Reserve Incentive Program
Selected Reserve Incentive Program
• Bonus Payment Schedules
– NPS Enlistment Bonus (HP and Non HP):
» 50% Upon Completion of IADT» 50% on the Fourth Anniversary
– PS Enlistment Bonus (6 yr and 3 yr):
» 50% Upon enlistment» 50% on the Fourth Anniversary or » 50% on completion of 3rd yr if 3yr bonus
Selected Reserve Incentive Program
• Reenlistment/Extension Bonus - Eligibility:
– Must have less than 14 Years of service for pay purposes
– Must be MOSQ
– Must be a valid, vacant position
– Must never have received a reenlistment/extension bonus in the Selected Reserve
Selected Reserve Incentive Program
• Reenlistment/Extension Bonus - Types and Amounts:
– 6 Year - $5,000 HP Unit
– 1st 3 Year - $2,500 Non-HP Unit• Except STARC/TDA and Bands
– 2nd 3 yr - $2,000 Non-HP Unit• This and the $2,500 bonus must be consecutive
Selected Reserve Incentive Program
• Reenlistment/Extension Bonus - Payment Schedule:– 6 Year
• $2,000 on the Effective Date of the Extension
• $2,000 on the 4th Anniversary of the Extension date
• $1,000 on the next day
– 1st 3 Year • $1,250 on the Effective Date of the Extension
• $1,250 upon completion of the 3 year contract
– 2nd 3 Year • $1,000 on the Effective Date of the Extension
• $1,000 upon completion of the 3 year contract
Selected Reserve Incentive Program
• Affiliation Bonus - Eligibility:
– Must Enlist in the ARNG for their remaining MSO
– Must have served on Active Duty in an Active Component for a minimum of 2 years
– Must Enlist in an MOS that the Soldier is qualified in and be identified on his/her DD214
– Must Have Been Eligible to Reenlist While on Active Duty
– The Affiliation Bonus may be given to a soldier with RE Code 1, 2 or 3 and the following 14 SPD Codes:
• KBK, KCA, KCB, KCC, KDM, KCF, MBK, MCA, MCB, MCC, MCF, MDM, JCC, LCC
– Benefit is $50/month for each whole month remaining on MSO
Selected Reserve Incentive Program
• Affiliation Bonus - Benefit:
– $50/month
– Payable for each whole month remaining on MSO
– No ‘new’ news on increase
Selected Reserve Incentive Program
• Affiliation Bonus - Substitution Rules:
– A soldier assigned to a position using the substitution rules will receive bonus payment upon affiliation with the unit.
– The soldier must complete the required training to become MOS qualified and be awarded the MOS as Primary
– The soldier will have 24 months to complete formal training for MOS qualification
– If a soldier does not complete the required training, the bonus will be terminated without recoupment
Student Loan Repayment Program (SLRP)
Purpose: – Provides for the repayment of federally guaranteed loan(s)
secured by enlisted soldiers
Rules:– Can only be contracted once
– Good for the length of the signed contract only
– Only for pre-existing loans at the time of enlistment
– Can be combined with enlistment bonus and MGIB Kicker
Student Loan Repayment Program
• Criteria:
– NPS
• Must enlist for at least six years (6X2 or 8X0)
• Must be a Test Score Category I-IIIA (50 or higher)
• Must be in a valid position vacancy
• HP or Non HP Unit - any MOS
Student Loan Repayment Program
• Criteria:
– PS
• Must have served 3 years consecutively in the ARNG
• Must reenlist/extend for at least six years
• Must have less than 14 years service for pay purposes
• Must be MOSQ
• Must be in a valid position vacancy
• HP Units only! (any MOS)
Student Loan Repayment Program
• Payment:– Maximum amount $20,000 (principle) plus interest
– The annual payment is 15% of the original balance of the loan or $500, whichever is greater, plus interest
– Soldiers/applicants to enlist/reenlist for more than 6 years to get the full $20,000 paid
• Example: $10,000 Loan.
– $1,500 X 6 = $9,000 paid in principle - need 1 more year
• Example: $8,000 Loan. – $1,200 X 6 = $7,200 paid in principle - need 1 more year
SFC Donovan Whitfield
Recruiting & Retention NCO
Commercial 228-326-3060
Questions/Comments