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As an Army Reserve Retiree, How Do I Transfer Benefits to Dependents?

Author Ron Kness is no longer in the service.

Q: I am Army Reserve Retired. After September 2001, I retired 6 months later. I would like to know what educational benefits can I qualify for my children?

A: Actually, you don’t have any educational benefits at all, if you have the Montgomery GI Bill – Selected Reserves (MGIB-SR), which is what you would have had as an Army Reservist. The way the MGIB-SR works is you have either 10 or 14 years (depending on when you joined) to use your education benefits while you are still a member of the Reserves. However, once you are out, your education benefits stop on your discharge date. Besides, the MGIB-SR does not have a benefits transfer option.

The only GI Bill having a transfer option is the Post 9/11 GI Bill. To transfer education benefits, you must have at least six years on active duty, commit to an additional four years and make the transfer while you are still on active duty. Once retired, you can’t make a new transfer, however, you still have the right to revoke or reallocate unused benefits to those already having transferred benefits.

Comments  (2)

Is this the same “bad news” for reservists who were mobilized after 9/11 and were recently retired but have not served on active duty for more than 6 yrs?

posted by D Chinn
9:32 pm on August 13, 2010

Yes, it is I’m afraid. Unless you have at least 10 years on active duty under a Title 10 order, you will not be eligible for the Post 9/11 GI Bill transfer option.


posted by Ron Kness
12:00 pm on August 15, 2010
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