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[DOCID: f:h1958ih.txt]
107th CONGRESS
1st Session
H. R. 1958
To amend title 38, United States Code, to permit the transfer of
entitlement to educational assistance the Montgomery GI Bill by members
of the Armed Forces, and for other purposes.
_______________________________________________________________________
IN THE HOUSE OF REPRESENTATIVES
May 23, 2001
Mr. Abercrombie (for himself, Mrs. Tauscher, Ms. McKinney, Mr. Bartlett
of Maryland, Mr. Hansen, Mr. Filner, Mrs. Mink of Hawaii, Mr. Kucinich,
and Mr. Ortiz) introduced the following bill; which was referred to the
Committee on Veterans' Affairs, and in addition to the Committee on
Armed Services, for a period to be subsequently determined by the
Speaker, in each case for consideration of such provisions as fall
within the jurisdiction of the committee concerned
_______________________________________________________________________
A BILL
To amend title 38, United States Code, to permit the transfer of
entitlement to educational assistance the Montgomery GI Bill by members
of the Armed Forces, and for other purposes.
Be it enacted by the Senate and House of Representatives of the
United States of America in Congress assembled,
SECTION 1. SHORT TITLE.
This Act may be cited as the ``Helping Our Professionals
Educationally Act of 2001''.
SEC. 2. TRANSFER OF ENTITLEMENT TO EDUCATIONAL ASSISTANCE UNDER
MONTGOMERY GI BILL BY MEMBERS OF THE ARMED FORCES WITH
CRITICAL MILITARY SKILLS.
(a) Authority To Transfer to Family Members.--(1) Subchapter II of
chapter 30 of title 38, United States Code, is amended by adding at the
end the following new section:
``Sec. 3020. Transfer of entitlement to basic educational assistance:
members of the Armed Forces with critical military skills
``(a) In General.--Subject to the provisions of this section, each
Secretary concerned may, for the purpose of enhancing recruitment and
retention of members of the Armed Forces with critical military skills
and at such Secretary's sole discretion, permit an individual described
in subsection (b) who is entitled to basic educational assistance under
this subchapter to elect to transfer, in whole or in part, up to one-
half of such individual's entitlement to such assistance to the
dependents specified in subsection (c).
``(b) Eligible Individuals.--An individual referred to in
subsection (a) is any member of the Armed Forces who, at the time of
the approval by the Secretary concerned of the member's request to
transfer entitlement to basic educational assistance under this
section--
``(1) has completed six years of service in the Armed
Forces;
``(2) either--
``(A) has a critical military skill designated by
the Secretary concerned for purposes of this section;
or
``(B) is in a military specialty designated by the
Secretary concerned for purposes of this section as
requiring critical military skills; and
``(3) enters into an agreement to serve at least four more
years as a member of the Armed Forces.
``(c) Eligible Dependents.--An individual approved to transfer an
entitlement to basic educational assistance under this section may
transfer the individual's entitlement as follows:
``(1) To the individual's spouse.
``(2) To one or more of the individual's children.
``(3) To a combination of the individuals referred to in
paragraphs (1) and (2).
``(d) Limitation on Months of Transfer.--The total number of months
of entitlement transferred by an individual under this section may not
exceed 18 months.
``(e) Designation of Transferee.--An individual transferring an
entitlement to basic educational assistance under this section shall--
``(1) designate the dependent or dependents to whom such
entitlement is being transferred and the percentage of such
entitlement to be transferred to each such dependent; and
``(2) specify the period for which the transfer shall be
effective for each dependent designated under paragraph (1).
``(f) Time for Transfer; Revocation and Modification.--(1) Subject
to the time limitation for use of entitlement under section 3031 of
this title, an individual approved to transfer entitlement to basic
educational assistance under this section may transfer such entitlement
at any time after the approval of individual's request to transfer such
entitlement without regard to whether the individual is a member of the
Armed Forces when the transfer is executed.
``(2)(A) An individual transferring entitlement under this section
may modify or revoke at any time the transfer of any unused portion of
the entitlement so transferred.
``(B) The modification or revocation of the transfer of entitlement
under this paragraph shall be made by the submittal of written notice
of the action to both the Secretary concerned and the Secretary of
Veterans Affairs.
``(g) Commencement of Use.--A dependent to whom entitlement to
basic educational assistance is transferred under this section may not
commence the use of the transferred entitlement until the following:
``(1) In the case of entitlement transferred to a spouse,
the completion by the individual making the transfer of 6 years
of service in the Armed Forces.
``(2) In the case of entitlement transferred to a child,
both--
``(A) the completion by the individual making the
transfer of 10 years of service in the Armed Forces;
and
``(B) either--
``(i) the completion by the child of the
requirements of a secondary school diploma (or
equivalency certificate); or
``(ii) the attainment by the child of 18
years of age.
``(h) Additional Administrative Matters.--(1) The use of any
entitlement to basic educational assistance transferred under this
section shall be charged against the entitlement of the individual
making the transfer at the rate of one month for each month of
transferred entitlement that is used.
``(2) Except as provided under subsection (e)(2) and subject to
paragraphs (4) and (5), a dependent to whom entitlement is transferred
under this section is entitled to basic educational assistance under
this subchapter in the same manner and at the same rate as the
individual from whom the entitlement was transferred.
``(3) The death of an individual transferring an entitlement under
this section shall not affect the use of the entitlement by the
individual to whom the entitlement is transferred.
``(4) Notwithstanding section 3031 of this title, a child to whom
entitlement is transferred under this section may not use any
entitlement so transferred after attaining the age of 26 years.
``(5) The administrative provisions of this chapter (including the
provisions set forth in section 3034(a)(1) of this title) shall apply
to the use of entitlement transferred under this section, except that
the dependent to whom the entitlement is transferred shall be treated
as the eligible veteran for purposes of such provisions.
``(6) The purposes for which a dependent to whom entitlement is
transferred under this section may use such entitlement shall include
the pursuit and completion of the requirements of a secondary school
diploma (or equivalency certificate).
``(i) Overpayment.--(1) In the event of an overpayment of basic
educational assistance with respect to a dependent to whom entitlement
is transferred under this section, the dependent and the individual
making the transfer shall be jointly and several
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ly liable to the United
States for the amount of the overpayment for purposes of section 3685
of this title.
``(2) Except as provided in paragraph (3), if an individual
transferring entitlement under this section fails to complete the
service agreed to by the individual under subsection (b)(3) in
accordance with the terms of the agreement of the individual under that
subsection, the amount of any transferred entitlement under this
section that is used by a dependent of the individual as of the date of
such failure shall be treated as an overpayment of basic educational
assistance under paragraph (1).
``(3) Paragraph (2) shall not apply in the case of an individual
who fails to complete service agreed to by the individual--
``(A) by reason of the death of the individual; or
``(B) for a reason referred to in section
3011(a)(1)(A)(ii)(I) of this title.
``(j) Approvals of Transfer Subject to Availability of
Appropriations.--The Secretary concerned may approve transfers of
entitlement to basic educational assistance under this section in a
fiscal year only to the extent that appropriations for military
personnel are available in the fiscal year for purposes of making
transfers of funds under section 2006 of title 10 with respect to such
transfers of entitlement.
``(k) Regulations.--The Secretary of Defense shall prescribe
regulations for purposes of this section. Such regulations shall
specify the manner and effect of an election to modify or revoke a
transfer of entitlement under subsection (f)(2), and shall specify the
manner of the applicability of the administrative provisions referred
to in subsection (h)(5) to a dependent to whom entitlement is
transferred under this section.
``(l) Annual Reports.--(1) Not later than January 31, 2003, and
each year thereafter, each Secretary concerned shall submit to the
Committees on Armed Services of the Senate and House of Representatives
a report on the transfers of entitlement to basic educational
assistance under this section that were approved by such Secretary
during the preceding year.
``(2) Each report shall set forth--
``(A) the number of transfers of entitlement under this
section that were approved by such Secretary during the
preceding year; or
``(B) if no transfers of entitlement under this section
were approved by such Secretary during that year, a
justification for such Secretary's decision not to approve any
such transfers of entitlement during that year.
``(m) Secretary Concerned Defined.--Notwithstanding section 101(25)
of this title, in this section, the term `Secretary concerned' means--
``(1) the Secretary of the Army with respect to matters
concerning the Army;
``(2) the Secretary of the Navy with respect to matters
concerning the Navy or the Marine Corps;
``(3) the Secretary of the Air Force with respect to
matters concerning the Air Force; and
``(4) the Secretary of Defense with respect to matters
concerning the Coast Guard, or the Secretary of Transportation
when it is not operating as a service in the Navy.''.
(2) The table of sections at the beginning of such chapter is
amended by inserting after the item relating to section 3019 the
following new item:
``3020. Transfer of entitlement to basic educational assistance:
members of the Armed Forces with critical
military skills.''.
(b) Treatment Under Department of Defense Education Benefits
Fund.--Section 2006(b)(2) of title 10, United States Code, is amended
by adding at the end the following:
``(D) The present value of the future benefits
payable from the Fund as a result of transfers under
section 3020 of title 38 of entitlement to basic
educational assistance under chapter 30 of title 38.''.
(c) Plan for Implementation.--Not later than June 30, 2002, the
Secretary of Defense shall submit to Congress a report describing the
manner in which the Secretaries of the military departments and the
Secretary of Transportation propose to exercise the authority granted
by section 3020 of title 38, United States Code, as added by subsection
(a).
SEC. 3. AUTHORITY FOR ACCELERATED PAYMENTS OF BASIC EDUCATIONAL
ASSISTANCE UNDER MONTGOMERY GI BILL.
(a) In General.--Section 3014 of title 38, United States Code, is
amended by adding at the end the following new subsection:
``(c)(1)(A) Notwithstanding any other provision of this chapter and
subject to subparagraph (B), an individual entitled to basic
educational assistance under this subchapter may elect to receive an
accelerated payment of the basic educational assistance allowance.
``(B) The Secretary may not make an accelerated payment for a
course to an individual who has received an advance payment under
section 3680(d) of this title for the same enrollment period.
``(2)(A) Pursuant to an election under paragraph (1), the Secretary
shall make an accelerated payment to an individual for a course in a
lump-sum amount equal to the lesser of--
``(i) the amount of the educational assistance allowance
for the month, or fraction thereof, in which the course begins
plus the educational assistance allowance for each of the
succeeding four months; or
``(ii)(I) in the case of a course offered on a quarter,
semester, or term basis, the amount of aggregate monthly
educational assistance allowance otherwise payable under this
subchapter for the course for the entire quarter, semester, or
term; or
``(II) in the case of a course that is not offered on a
quarter, semester, or term basis, the amount of aggregate
monthly educational assistance allowance otherwise payable
under this subchapter for the entire course.
``(B) In the case of an adjustment under section 3015(h) of this
title in the monthly rate of basic educational assistance that occurs
during a period for which an accelerated payment is made under this
subsection, the Secretary shall pay--
``(i) on an accelerated basis the amount of the allowance
otherwise payable under this subchapter for the period without
regard to the adjustment under that section; and
``(ii) on the date of the adjustment any additional amount
of the allowance that is payable for the period as a result of
the adjustment.
``(3) For each accelerated payment made to an individual under this
subsection, the individual's entitlement under this subchapter shall be
charged at the same rate at which the entitlement would be charged if
the individual had received a monthly educational assistance allowance
for the period of educational pursuit covered by the accelerated
payment.
``(4) The Secretary shall prescribe regulations to carry out this
subsection. The regulations shall include the requirements, conditions,
and methods for the request, issuance, delivery, certification of
receipt and use, and recovery of overpayment of an accelerated payment
under this subsection.''.
(b) Effective Date.--The amendment made by subsection (a) shall
take effect on the date that is six months after the date of the
enactment of this Act, and shall apply with respect to courses of
education beginning on or after that date.
SEC. 4. AVAILABILITY OF MONTGOMERY GI BILL BENEFITS FOR TRAINING FOR
TECHNOLOGICAL OCCUPATIONS OFFERED BY ENTITIES OTHER THAN
EDUCATIONAL INSTITUTIONS.
(a) In General.--Section 3452(c) of title 38, United States Code,
is amended to read as follows:
``(c) The term `educational institution' means the following:
``(1) Any public or private elementary school, secondary
school, vocational school, correspondence school, business
school, junior college, teachers' colleg
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e, college, normal
school, professional school, university, or scientific or
technical institution, or other institution furnishing
education for adults.
``(2) Any entity that provides training required for
completion of any State-approved alternative teacher
certification program (as determined by the Secretary).
``(3) Any entity that provides, either directly or under an
agreement with another entity, a course or courses to fulfill
the requirements for the attainment of a license or certificate
generally recognized as necessary to obtain, maintain, or
advance in employment in a vocation or profession in a
technological occupation (as defined by the Secretary).''.
(b) Effective Date.--The amendment made by subsection (a) shall
take effect on October 1, 2001, and shall apply with respect to
training courses, approved by the Secretary of Veterans Affairs, for
certification for technological occupations beginning on or after that
date.
SEC. 5. MODIFICATION OF TIME FOR USE BY CERTAIN MEMBERS OF SELECTED
RESERVE OF ENTITLEMENT TO CERTAIN EDUCATIONAL ASSISTANCE.
Section 16133(b) of title 10, United States Code, is amended by
adding at the end the following new paragraph:
``(5)(A) In the case of a person who continues to serve as member
of the Selected Reserve as of the end of the 10-year period applicable
to the person under subsection (a), as extended, if at all, under
paragraph (4), the period during which the person may use the person's
entitlement shall expire at the end of the 5-year period beginning on
the date the person is separated from the Selected Reserve.
``(B) Subparagraph (A) shall not apply with respect to an
individual otherwise described by that subparagraph who is separated
from the armed forces under other than honorable conditions.
``(C) The provisions of paragraph (4) shall apply with respect to
any period of active duty of a person referred to in subparagraph (A)
during the 5-year period referred to in that subparagraph.''.
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