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What Paperwork Do I Need to Waive the Montgomery GI BIll and Transfer to the Post 9/11 GI Bill?

Q: I am currently paid into the MGIB for the $1,200 when I initially joined. I have not taken any courses to date. I would like to waive the MGIB and use the Post 9/11 GI Bill. I plan on transferring the new benefits to my spouse upon completion of the transfer. What paperwork do I need to waive the MGIB. What paperwork do I need to ensure I am eligible for the Post 9/11. What paperwork do I need to transfer the Post 9/11 to my spouse. Who do I turn this paperwork into and how do I check on the status.

A: First let’s go over the three service requirements that you have to meet to qualify for the Post 9/11 GI Bill transfer option. Number one is you have to have served for at least six years. Number two is you have to be currently serving at the time of your transfer request. Number three is you have to have at least four years left on your enlistment when you submit your transfer of benefits request.

Providing you meet these three requirements, go to the milConnect website and follow the directions under the Transfer of Benefits section. Keep checking back at the TEB website to see if your request status has changed to “Transfer Approved”. Once that happens, your wife has to go to the eBenefits website and submit VA Form 22-1990e to get her Certificate of Eligibility. She would need that when enrolling in school as a GI Bill student.

Because switching from the Montgomery GI Bill (MGIB) to the Post 9/11 GI Bill and then transferring Post 9/11 GI Bill benefits to your wife all happens electronically, you don’t need to physically send in any paperwork to complete any of these actions. The only hard copy paperwork really involved is when your wife receives her Certificate of Eligibility and prints it out.

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