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The Post-9/11 GI Bill
(Chapter 33 of Title 38 U.S.C.)




   U. S. Department of Veterans Affairs
    Atlanta Regional Processing Office
              July 28, 2009
Post-9/11 GI Bill Overview

•   Eligibility and Entitlement
•   Elections
•   Benefit Payments
•   Transfer of Entitlement
•   Yellow Ribbon Program Agreements
•   Application Procedures
•   Reporting Procedures
•   Payments and Overpayments
•   Student Timeline
•   Questions

                                           2
Eligibility & Entitlement

Individuals eligible for ch33 must have
served on active duty after 09/10/01 for:
 • A minimum of 90 aggregate days
   (excluding entry level and skill training);
 • At least 30 continuous days if
   discharged for a service-connected
   disability.
Active duty members eligible on 90th day
after completion of entry level training.

                                                 3
Elections


Individuals eligible for one of the following
benefits on 08/01/09 may be required to
make an irrevocable election to receive
benefits under ch33:
  • ch30-Montgomery GI Bill
  • ch1606-Montgomery GI Bill-Selected
           Reserve
  • ch1607-Reserve Educational
        Assistance Program

                                                4
Elections


Individuals electing ch33 benefits
will begin receiving payment the
later of:

 • August 1, 2009 (when an earlier date or no
    date is elected)
 • Effective date of eligibility
 • Effective date of election



                                                5
Elections
• An individual who relinquishes eligibility
  under ch30, ch1606, or ch1607 may receive
  benefits for approved programs not offered by
  IHLs (i.e.
  flight, correspondence, Apprenticeship/On-
  the-Job Training, preparatory courses, and
  national tests)

• Individuals will be paid as if they are still
  receiving benefits under the relinquished
  benefit, however, their entitlement will be
  charged under ch33.

• The monthly housing allowance and the books
  and supplies stipend are not payable
                                                  6
Elections – What should a vet consider?



 Which VA benefit pays them more?
    – Are they receiving other aid?
       • Examples: tuition free attendance, state or campus aid, etc.
       • Will entitlement to that aid change?
    – What Chap 33 tier are they eligible for?
 What type of training
    – Exclusively on-line?
    – Covered under Chap 33?
 Is delimiting date important to them?
 In the Armed Forces on 8-1-09?
    – Eligible for T of E? Want to transfer?
 Does the vet have remaining entitlement under other VA Edu
  Programs?
    – Use that entitlement before using Post-9/11 GI Bill?
 Desire to attend school at half-time or less rate?
                                                                        7
Benefit Payments


•   Tuition and Fees
•   Yellow Ribbon
•   Monthly Housing Allowance
•   Books and Supplies Stipend
•   College Fund ―Kickers‖ and Buy-up
•   Licensing and Certification Tests
•   Rural Benefit
•   Other Benefits

                                        8
Tuition and Fees

• Individuals on active duty are eligible for the
  lesser of:
   – Tuition and fees charged; or
   – The amount of charges that exceed the
      amount paid by the military’s federal tuition
      assistance
• Individuals not on active duty are eligible for the
  applicable percentage (based on aggregate active
  duty service) of the lesser of:
   – Tuition and fees charged; or
   – Highest amount of tuition and fees charged
      for full-time, undergraduate training at a
      public institution of higher learning in the
                                                        9
      state the individual is enrolled.
Yellow Ribbon Program

• Institutions within the U.S. may voluntarily
  enter into an agreement with VA to fund
  tuition and fee costs that exceed the
  highest public in-state undergraduate
  tuition and fees
• Provides additional funding for:
  – Training at private institutions
  – Graduate training
  – Out-of-state tuition

                                                 10
Yellow Ribbon Program


Only individuals (including
transferees) entitled at the 100%
benefit level may receive this funding
 • Individuals who served at least 30
   continuous days on active duty, and
   discharged due to service-connected
   disability
 • Individuals who served at least 36
   months or more on active duty

                                         11
Monthly Housing Allowance



 A monthly payment equivalent to
  the military Basic Allowance for
  Housing for a service member in
  pay grade E-5 with dependents

 Individuals on active duty are not
  eligible for the monthly housing
  allowance

                                       12
Monthly Housing Allowance


 To be eligible for the monthly housing
allowance, individuals must be:
     – Pursuing training at a rate of more than 50%
     – Enrolled in at least 1 in-residence course

• Based on the school’s zip code:
     – Primary institution if concurrently enrolled
     – In-residence institution if program pursued online

Note: In-residence training is defined in 38 CFR
21.4267(d) and (e)



                                                            13
Monthly Housing Allowance
In-residence training for under graduate students
defined in 38 CFR 21.4267(d) as:

Undergraduate resident training. VA considers the
following undergraduate courses to be resident
training.
(1)A course which meets the requirements for resident
institutional training found in §21.4265(f);

(2) A course which requires regularly scheduled,
standard class sessions at least once every two weeks
and which has a total number of class sessions equal
to the number of credit hours awarded for the course,
times the number of weeks in a standard quarter or
semester, as applicable.
                                                        14
Monthly Housing Allowance

In-residence training for graduate students is defined in 38 CFR
21.4267 (e) as:
Graduate resident training. VA considers a graduate course to
be resident training if the course:
(1) Is offered through regularly scheduled, conventional
classroom or laboratory sessions; or
(2) Consists of research (either on campus or in absentia)
necessary for the preparation of the student’s:
     (i) Master’s thesis,
     (ii) Doctoral dissertation, or
     (iii) Similar treatise which is prerequisite to the degree being
     pursued; or
(3) Consists of a combination of training as described in
paragraphs (e)(1) and (e)(2) of this section.

                                                                   15
Benefit Payments

Rate of Pursuit Example
Standard term:
  Full time is 12 credit hours
  Student is pursuing 8 credit hours
     8 ÷12 = 0.66667
  Rate of pursuit is 67%

Graduate training – school will provide
 full time equivalent to VA



                                          16
Benefit Payments
Rate of Pursuit

Non-standard term:
 Equivalent Credit Hours (ECH) must be
  computed first
 ECH will be divided by the number of credit
  hours considered to be full time at the
  institution to determine the rate of pursuit.




                                                  17
Benefit Payments

Rate of Pursuit Example
Non-standard term:
  Full time is 12 credit hours
  Student is pursuing 3 credit hours over an
  8-week semester
  ECH = 6.75
     6.75 ÷ 12 = 0.56000
  Rate of pursuit is 56%




                                               18
Books and Supplies Stipend

• Up   to $1,000 per academic year
   –   $41.67 per credit hour
   –   Up to 24 credit hours in a single academic year
   –   Lump sum payment (each quarter, semester or
       term attended) paid directly to the individual
• Prorated based on benefit level
• If the enrollment begins before 08/01/09, it is not
  reduced based on a partial enrollment period
• Active duty members are not eligible


                                                         19
College Fund Kickers

MGIB-AD and MGIB-SR kickers
 • Individuals eligible for a kicker under
   another benefit may receive the kicker
   under the Post-9/11 GI Bill
 • Monthly kicker amount will be prorated
   based on the individual’s rate of pursuit
 • Payment issued in a lump sum directly
   to the student


                                             20
College Fund Kickers


• Ch33 kickers
 − Only payable if individual is entitled to
   a monthly housing allowance
 − Payment will be issued directly to the
   student with the monthly housing
   allowance
• DoD has not yet begun offering ch33
  kickers

                                               21
Application Procedures



• Use VA Form 22-1990, Application for
  Education Benefits, available on the GI BILL
  website


• A signature is not required in support of
  applications for education benefits or
  applications for a change of program or place
  of training


                                                  22
Application Procedures



Elections must include:
  – The effective date of the election, which must be
    on or after August 1, 2009;
  – The benefit the individual is relinquishing to
    receive ch33 benefits; and
  – Acknowledgement that the election is irrevocable.




                                                    23
Application Procedures




                         24
Application Procedures

• VA began accepting applications for Certificates of
  Eligibility beginning May 1, 2009
   − Veterans and servicemembers enrolling for Fall 2009
   − VA is currently accepting applications for TOE from
     family members
• Certificates of Eligibility
   − Benefit level based on length of service, including
     Yellow Ribbon for individuals at the maximum benefit
     level
   − 15-year eligibility date for individuals not on active
     duty
   − Number of months of entitlement



                                                              25
Application Procedures

Relinquished
benefit information




                                         26
Application Procedures

• Entitlement and
  delimiting date
• Benefit level
• Active duty service
  period used to
  establish eligibility               1461


• Yellow Ribbon, if
  benefit level is 100%
  and not on active
  duty




                                             27
Application Procedures


     You are responsible for ALL debts resulting from reductions or
   terminations of your enrollment even if the payment was submitted
                  directly to the school on your behalf.




Claimant is responsible
for overpayment of
tuition and fees and
Yellow Ribbon Program
payments sent to the
school



                                                                       28
Transfer of Entitlement
 Department of Defense Benefit
     Administered by VA
Transfer of Entitlement


 Only the following entities may authorize
  transfer of benefits—
  – Secretary of Defense (when the Coast Guard is
    operating as a service of the Navy)
  – Secretaries of Army, Navy, or Air Force
  – Secretary of Homeland Security (for Coast
    Guard)

 PHS/NOAA members are not eligible to
  transfer benefits as only the Secretaries
  above may offer transfer of benefits
                                          30
Transfer of Entitlement

 To be approved to transfer member must—
  – Be in Armed Forces on 8/1/09, and
  – Have completed 6 years in the Armed Forces, and
  – Agree to serve 4 more years

 DoD/DHS may prescribe rules to address
  situations when individuals cannot (by
  military rules or retirement) serve 4 more
  years after 8/1/09.
  – VA can’t make these decisions
  – If DoD does offer transfer of benefits to this group
    of individuals, VA will post this information on the
    GI Bill website
                                                31
Transfer of Entitlement


 An individual approved to transfer may—
  – Transfer up to 36 months of benefits (unless
    DoD/DHS restricts number of months an
    individual may transfer).
  – Transfer to spouse, child, or children in any
    amount up to amount transferor has available or
    amount approved by DoD/DHS.
  – Revoke or modify a transfer request for any
    unused benefits unless the transferor’s 15-year
    eligibility period is ended.
  – Not transfer benefits to a new dependent once the
    transferor is no longer a member of Armed Forces.

                                               32
Transfer of Entitlement


Spouses—
  – May use after transferor completes 6 years in Armed
    Forces
  – Paid at transferor’s rate - Cannot be paid housing
    allowance or books and supplies stipend if the transferor
    is on active duty when the spouse is receiving benefits
  – Can, unless the transferor revokes transfer, continue to
    use benefits if divorced after the transfer
  – Can use benefits up to transferor’s 15-year eligibility
    period expires unless transferor specifies an earlier
    ending date
  – Under law, benefits are not marital property and are not
    subject to division in a divorce or other civil proceedings


                                                      33
Transfer of Entitlement

Children—
 – Must be transferred to an unmarried child who has not
   reached the age of 18 or, if in school, before child is 23
   years of age
 – May use after transferor completes 10 years in Armed
   Forces
 – To commence training, child must have–
     • attained age 18; or
     • completed requirements of secondary school diploma (or
       equivalency certificate)
 – Receives veteran rate, including housing allowance & book
   stipend, even if transferor is on active duty
 – May use until age 26 – even if transferor’s 15-year eligibility
   period ended
 – May continue to use benefits after marriage (unless
   transferor revokes)
                                                       34
Transfer of Entitlement




 Servicemember should visit:
http://www.defenselink.mil/home/features/2009/0409_gibill/
 for information and application
 After the TOE request is approved, family member
   should submit a VA Form 22-1990E through the
   GIBILL web-site




                                                  35
Transfer of Entitlement




 IMPORTANT !!

  – Transferor and individual using
    transferred entitlement are jointly
    liable for any overpayment of
    chapter 33 benefits




                                    36
Overpayment of Benefits
Overpayment of Benefits


 VA will determine the amount of an overpayment
  for an individual in receipt of chapter 33 benefits

 An individual who does not complete one or
  more courses in the certified period of
  enrollment, and who does not substantiate
  mitigating circumstances for not completing
  such course(s), will be charged an overpayment
  equal to the amount of ALL educational
  assistance paid for such course(s) for that period
  of enrollment (except for the books and supplies
  stipend).

                                              38
Overpayment of Benefits


 The student is responsible for any overpayment
  incurred as a result of not completing courses.

 In the event a student does not complete a
  course, schools should follow their established
  student refund policy.

 Important: Tuition and Fees payments are
 paid to the school on behalf of the student;
 overpayments for Tuition and Fees will be
 charged to the student.


                                           39
Overpayment of Benefits


 School must make a refund (return
  payment) to VA—
  – When students never attend classes for a
    certified period of enrollment.

 Returned payments must include the
  student identification information as well
  as the intended quarter, semester, or
  term for which the payment was made.


                                         40
References


 GI Bill Website
   – www.gibill.va.gov
      • Sign up for FAQ updates!
      • Sign up for RSS feeds to be notified of any change on
        web page (orange block on page that says RSS)


 GI Bill Call Center (VA staffed)
   – 1-888-GIBILL-1


 Yellow Ribbon Mailbox
   – yellow.ribbon@va.gov


                                                     41
42

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VA Chapter 33

  • 1. The Post-9/11 GI Bill (Chapter 33 of Title 38 U.S.C.) U. S. Department of Veterans Affairs Atlanta Regional Processing Office July 28, 2009
  • 2. Post-9/11 GI Bill Overview • Eligibility and Entitlement • Elections • Benefit Payments • Transfer of Entitlement • Yellow Ribbon Program Agreements • Application Procedures • Reporting Procedures • Payments and Overpayments • Student Timeline • Questions 2
  • 3. Eligibility & Entitlement Individuals eligible for ch33 must have served on active duty after 09/10/01 for: • A minimum of 90 aggregate days (excluding entry level and skill training); • At least 30 continuous days if discharged for a service-connected disability. Active duty members eligible on 90th day after completion of entry level training. 3
  • 4. Elections Individuals eligible for one of the following benefits on 08/01/09 may be required to make an irrevocable election to receive benefits under ch33: • ch30-Montgomery GI Bill • ch1606-Montgomery GI Bill-Selected Reserve • ch1607-Reserve Educational Assistance Program 4
  • 5. Elections Individuals electing ch33 benefits will begin receiving payment the later of: • August 1, 2009 (when an earlier date or no date is elected) • Effective date of eligibility • Effective date of election 5
  • 6. Elections • An individual who relinquishes eligibility under ch30, ch1606, or ch1607 may receive benefits for approved programs not offered by IHLs (i.e. flight, correspondence, Apprenticeship/On- the-Job Training, preparatory courses, and national tests) • Individuals will be paid as if they are still receiving benefits under the relinquished benefit, however, their entitlement will be charged under ch33. • The monthly housing allowance and the books and supplies stipend are not payable 6
  • 7. Elections – What should a vet consider?  Which VA benefit pays them more? – Are they receiving other aid? • Examples: tuition free attendance, state or campus aid, etc. • Will entitlement to that aid change? – What Chap 33 tier are they eligible for?  What type of training – Exclusively on-line? – Covered under Chap 33?  Is delimiting date important to them?  In the Armed Forces on 8-1-09? – Eligible for T of E? Want to transfer?  Does the vet have remaining entitlement under other VA Edu Programs? – Use that entitlement before using Post-9/11 GI Bill?  Desire to attend school at half-time or less rate? 7
  • 8. Benefit Payments • Tuition and Fees • Yellow Ribbon • Monthly Housing Allowance • Books and Supplies Stipend • College Fund ―Kickers‖ and Buy-up • Licensing and Certification Tests • Rural Benefit • Other Benefits 8
  • 9. Tuition and Fees • Individuals on active duty are eligible for the lesser of: – Tuition and fees charged; or – The amount of charges that exceed the amount paid by the military’s federal tuition assistance • Individuals not on active duty are eligible for the applicable percentage (based on aggregate active duty service) of the lesser of: – Tuition and fees charged; or – Highest amount of tuition and fees charged for full-time, undergraduate training at a public institution of higher learning in the 9 state the individual is enrolled.
  • 10. Yellow Ribbon Program • Institutions within the U.S. may voluntarily enter into an agreement with VA to fund tuition and fee costs that exceed the highest public in-state undergraduate tuition and fees • Provides additional funding for: – Training at private institutions – Graduate training – Out-of-state tuition 10
  • 11. Yellow Ribbon Program Only individuals (including transferees) entitled at the 100% benefit level may receive this funding • Individuals who served at least 30 continuous days on active duty, and discharged due to service-connected disability • Individuals who served at least 36 months or more on active duty 11
  • 12. Monthly Housing Allowance  A monthly payment equivalent to the military Basic Allowance for Housing for a service member in pay grade E-5 with dependents  Individuals on active duty are not eligible for the monthly housing allowance 12
  • 13. Monthly Housing Allowance  To be eligible for the monthly housing allowance, individuals must be: – Pursuing training at a rate of more than 50% – Enrolled in at least 1 in-residence course • Based on the school’s zip code: – Primary institution if concurrently enrolled – In-residence institution if program pursued online Note: In-residence training is defined in 38 CFR 21.4267(d) and (e) 13
  • 14. Monthly Housing Allowance In-residence training for under graduate students defined in 38 CFR 21.4267(d) as: Undergraduate resident training. VA considers the following undergraduate courses to be resident training. (1)A course which meets the requirements for resident institutional training found in §21.4265(f); (2) A course which requires regularly scheduled, standard class sessions at least once every two weeks and which has a total number of class sessions equal to the number of credit hours awarded for the course, times the number of weeks in a standard quarter or semester, as applicable. 14
  • 15. Monthly Housing Allowance In-residence training for graduate students is defined in 38 CFR 21.4267 (e) as: Graduate resident training. VA considers a graduate course to be resident training if the course: (1) Is offered through regularly scheduled, conventional classroom or laboratory sessions; or (2) Consists of research (either on campus or in absentia) necessary for the preparation of the student’s: (i) Master’s thesis, (ii) Doctoral dissertation, or (iii) Similar treatise which is prerequisite to the degree being pursued; or (3) Consists of a combination of training as described in paragraphs (e)(1) and (e)(2) of this section. 15
  • 16. Benefit Payments Rate of Pursuit Example Standard term: Full time is 12 credit hours Student is pursuing 8 credit hours 8 ÷12 = 0.66667 Rate of pursuit is 67% Graduate training – school will provide full time equivalent to VA 16
  • 17. Benefit Payments Rate of Pursuit Non-standard term:  Equivalent Credit Hours (ECH) must be computed first  ECH will be divided by the number of credit hours considered to be full time at the institution to determine the rate of pursuit. 17
  • 18. Benefit Payments Rate of Pursuit Example Non-standard term: Full time is 12 credit hours Student is pursuing 3 credit hours over an 8-week semester ECH = 6.75 6.75 ÷ 12 = 0.56000 Rate of pursuit is 56% 18
  • 19. Books and Supplies Stipend • Up to $1,000 per academic year – $41.67 per credit hour – Up to 24 credit hours in a single academic year – Lump sum payment (each quarter, semester or term attended) paid directly to the individual • Prorated based on benefit level • If the enrollment begins before 08/01/09, it is not reduced based on a partial enrollment period • Active duty members are not eligible 19
  • 20. College Fund Kickers MGIB-AD and MGIB-SR kickers • Individuals eligible for a kicker under another benefit may receive the kicker under the Post-9/11 GI Bill • Monthly kicker amount will be prorated based on the individual’s rate of pursuit • Payment issued in a lump sum directly to the student 20
  • 21. College Fund Kickers • Ch33 kickers − Only payable if individual is entitled to a monthly housing allowance − Payment will be issued directly to the student with the monthly housing allowance • DoD has not yet begun offering ch33 kickers 21
  • 22. Application Procedures • Use VA Form 22-1990, Application for Education Benefits, available on the GI BILL website • A signature is not required in support of applications for education benefits or applications for a change of program or place of training 22
  • 23. Application Procedures Elections must include: – The effective date of the election, which must be on or after August 1, 2009; – The benefit the individual is relinquishing to receive ch33 benefits; and – Acknowledgement that the election is irrevocable. 23
  • 25. Application Procedures • VA began accepting applications for Certificates of Eligibility beginning May 1, 2009 − Veterans and servicemembers enrolling for Fall 2009 − VA is currently accepting applications for TOE from family members • Certificates of Eligibility − Benefit level based on length of service, including Yellow Ribbon for individuals at the maximum benefit level − 15-year eligibility date for individuals not on active duty − Number of months of entitlement 25
  • 27. Application Procedures • Entitlement and delimiting date • Benefit level • Active duty service period used to establish eligibility 1461 • Yellow Ribbon, if benefit level is 100% and not on active duty 27
  • 28. Application Procedures You are responsible for ALL debts resulting from reductions or terminations of your enrollment even if the payment was submitted directly to the school on your behalf. Claimant is responsible for overpayment of tuition and fees and Yellow Ribbon Program payments sent to the school 28
  • 29. Transfer of Entitlement Department of Defense Benefit Administered by VA
  • 30. Transfer of Entitlement  Only the following entities may authorize transfer of benefits— – Secretary of Defense (when the Coast Guard is operating as a service of the Navy) – Secretaries of Army, Navy, or Air Force – Secretary of Homeland Security (for Coast Guard)  PHS/NOAA members are not eligible to transfer benefits as only the Secretaries above may offer transfer of benefits 30
  • 31. Transfer of Entitlement  To be approved to transfer member must— – Be in Armed Forces on 8/1/09, and – Have completed 6 years in the Armed Forces, and – Agree to serve 4 more years  DoD/DHS may prescribe rules to address situations when individuals cannot (by military rules or retirement) serve 4 more years after 8/1/09. – VA can’t make these decisions – If DoD does offer transfer of benefits to this group of individuals, VA will post this information on the GI Bill website 31
  • 32. Transfer of Entitlement  An individual approved to transfer may— – Transfer up to 36 months of benefits (unless DoD/DHS restricts number of months an individual may transfer). – Transfer to spouse, child, or children in any amount up to amount transferor has available or amount approved by DoD/DHS. – Revoke or modify a transfer request for any unused benefits unless the transferor’s 15-year eligibility period is ended. – Not transfer benefits to a new dependent once the transferor is no longer a member of Armed Forces. 32
  • 33. Transfer of Entitlement Spouses— – May use after transferor completes 6 years in Armed Forces – Paid at transferor’s rate - Cannot be paid housing allowance or books and supplies stipend if the transferor is on active duty when the spouse is receiving benefits – Can, unless the transferor revokes transfer, continue to use benefits if divorced after the transfer – Can use benefits up to transferor’s 15-year eligibility period expires unless transferor specifies an earlier ending date – Under law, benefits are not marital property and are not subject to division in a divorce or other civil proceedings 33
  • 34. Transfer of Entitlement Children— – Must be transferred to an unmarried child who has not reached the age of 18 or, if in school, before child is 23 years of age – May use after transferor completes 10 years in Armed Forces – To commence training, child must have– • attained age 18; or • completed requirements of secondary school diploma (or equivalency certificate) – Receives veteran rate, including housing allowance & book stipend, even if transferor is on active duty – May use until age 26 – even if transferor’s 15-year eligibility period ended – May continue to use benefits after marriage (unless transferor revokes) 34
  • 35. Transfer of Entitlement  Servicemember should visit: http://www.defenselink.mil/home/features/2009/0409_gibill/ for information and application  After the TOE request is approved, family member should submit a VA Form 22-1990E through the GIBILL web-site 35
  • 36. Transfer of Entitlement  IMPORTANT !! – Transferor and individual using transferred entitlement are jointly liable for any overpayment of chapter 33 benefits 36
  • 38. Overpayment of Benefits  VA will determine the amount of an overpayment for an individual in receipt of chapter 33 benefits  An individual who does not complete one or more courses in the certified period of enrollment, and who does not substantiate mitigating circumstances for not completing such course(s), will be charged an overpayment equal to the amount of ALL educational assistance paid for such course(s) for that period of enrollment (except for the books and supplies stipend). 38
  • 39. Overpayment of Benefits  The student is responsible for any overpayment incurred as a result of not completing courses.  In the event a student does not complete a course, schools should follow their established student refund policy. Important: Tuition and Fees payments are paid to the school on behalf of the student; overpayments for Tuition and Fees will be charged to the student. 39
  • 40. Overpayment of Benefits  School must make a refund (return payment) to VA— – When students never attend classes for a certified period of enrollment.  Returned payments must include the student identification information as well as the intended quarter, semester, or term for which the payment was made. 40
  • 41. References  GI Bill Website – www.gibill.va.gov • Sign up for FAQ updates! • Sign up for RSS feeds to be notified of any change on web page (orange block on page that says RSS)  GI Bill Call Center (VA staffed) – 1-888-GIBILL-1  Yellow Ribbon Mailbox – yellow.ribbon@va.gov 41
  • 42. 42