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Can I Get My Refund Back?

Author Ron Kness is no longer in the service.

Q: Can I get my refund back? But, I hope that’s not the case. I really want my son to use my benefits if I can’t.

A: First, let’s talk about the refund. There is only one way to get your Montgomery GI Bill $1,200 contribution back (or at least that is what I think you are referring to as a refund). You would have to qualify for the Post 9/11 GI Bill and switch to it from the Montgomery GI Bill (MGIB) still with all your MGIB benefits left to use. Once you finished using your Post 9/11 GI Bill benefits, you would get your full $1,200 contribution back included with your last housing allowance payment.

If you switched to the Post 9/11 GI Bill with only some of your MGIB benefits left, then you would get a lesser prorated amount based on how many months you transferred over to the Post 9/11 GI Bill. If you do not qualify for the Post 9/11 GI Bill, then you can’t get a refund back.

If you do not qualify for the Post 9/11 GI Bill, then you have the MGIB. Your son couldn’t use that GI bill either as it never had a dependent transfer option. If you have the New GI Bill, you would still have to be serving, have served for at least six years and agree to serve for an additional four years, if you wanted to make a transfer of benefits. If you are already separated from the military, then you can’t make a transfer request either. Rules, rules and more rules!

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