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Welcome to the Utah National Guard Education Web Site. The intent of this web site is to provide useful education information for guard members. Please select an option from the menu below to retrieve education info. Also check the education news located on this webpage for new and important information

Repayment/Recoupment

Recoupment Policy (Click Here)
Understanding Army Regulations, National Guard policy, and Statement of Understanding
Recoupment Process (Click Here)
Process for understanding and completing the necessary forms for beginning the recoupment
Recoupment Forms (Click Here)
Reimburses soldiers for the “test fee” cost of these computer-based graduate school admissions tests on a one-time-only basis.
Frequently Asked Questions (FAQ's) (Click Here)
Questions Soldiers ask concerning recoupment,

 

Recoupment Policy

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Army Regulation 621-5

Tuition assistance recoupment

a. Soldiers agree (10 USC 2005) to reimburse the Army upon signing the DA Form 7597 when—

(1) The Soldier withdraws because of official separation, confinement, or similar administrative action by commanders for disciplinary or fraudulent causes.

(2) The Soldier withdraws from or does not complete a course for personal reasons.

(3) The Soldier receives a failing grade for academics.

(4) The Soldier receives a failing grade for nonattendance.

(5) The Soldier fails to make up an "incomplete" grade within the time limits stipulated by the institution or 120 calendar days after the completion of the class, whichever comes first. ESO may extend the 120 days at their discretion based on extenuating circumstances.

(6) A commissioned officer or commissioned warrant officer fails to fulfill the service obligation as noted in paragraph 5–10a.

(7) eArmyU program requirements are not met as stated in the DA Form 7596.

b. TA recoupment for unserved service commitment is required when—

(1) A commissioned officer or commissioned warrant officer fails to complete the two-year service commitment (10 USC 2007).

(2) A RC commissioned officer fails to complete at least four years of Selected Reserve service from the date of completion of the course for which TA was provided (10 USC 2007). RC officers who voluntarily separate or are discharged for misconduct before they complete their service obligation are required to reimburse the Army the amount of TA representing the unserved portion of the 4-year obligation (10 USC 2005).

(3) A Soldier participating in eArmyU fails to complete the SRR as specified in the DA Form 7596.

c. TA recoupment is not required when—

(1) A Soldier has resolved reimbursement of TA for course withdrawal or incomplete.

(2) A Soldier withdraws or does not complete a course for reasons clearly beyond the individual’s control, such as emergency leave/reassignment, illness/hospitalization, or unanticipated military mission. Active duty Soldiers will process military withdrawals through GoArmyEd. However, these will be subject to verification upon request. If requested to provide documentation substantiating the military withdrawal, Soldiers will obtain signed TA waiver documentation as outlined in para 5–13c(2)(a). Soldiers are required to withdraw when facing an academic failure. However, Soldiers who fail for reasons previously outlined may address pending recoupment as an exception through the ESO/ESS. Exception decisions on TA recoupment do not change the failing grade.

(a) The Soldier is required to provide the name and contact information of the unit commander and the battalion commander or first lieutenant colonel in the Soldier’s chain of command for the military withdrawal in GoArmyEd.  For the ARNG and USAR Soldier, the commander or representative (E-7 or above) is authorized to verify the reasons for withdrawal or noncompletion.

(b) TA waiver verification will include written justification verifying why the Soldier was unable to complete the course with specific dates the Soldier was unable to attend class and that the reason was unanticipated.

AR 621–5 • 11 July 2006/RAR 6 September 2009 35

(c) ESO will review the TA waiver verification and ensure required information and valid reasons are provided.

(d) ESO will contact the unit commander or unit administrator in the event the TA waiver verification does not provide adequate or required information.

(3) Death of a Soldier occurs or Soldier is on the Wounded Warrior list as verified by the Army Human Resources Command.

d. TA recoupment—

(1) ESO will establish an out processing system ensuring all Soldiers will clear the AEC upon PCS or ETS/ retirement. All TA obligations must be resolved and recoupment actions initiated prior to clearing. If an active duty Soldier does not out-process according to standing operating procedures, AEC should audit the Soldier’s account and proceed with any recoupment action after the Soldier has ETS.

(2) RC ESOs will coordinate with their respective G-1 to receive the list of Soldiers to be discharged in the near future and will audit the Soldier’s account and proceed with any recoupment action necessary.

(3) ESO will ensure separation documentation reflecting approval for separation from Officers/Warrant Officers Branch is received prior to processing recoupment for noncompletion of an ADSO. The officer must have a CDR, AHRC, AHRC–PDT–P message authorizing voluntary separation. Once voluntary separation is approved and proper documentation received, TA recoupment will take place. The amount of TA to be recouped is determined by dividing the amount of TA received by 24 months and multiplying that figure by the number of months representing the unserved portion of the ADSO. For example, an officer received $300 in TA for a course but is to depart the service 10 months before completion of the 2-year service obligation. To calculate the reimbursement owed, divide $300 by 24 months and multiply times 10 months. The amount to be reimbursed is $125.

(4) For the active component, most recoupment's will be accomplished through an electronic interface between GoArmyEd and the Defense Finance and Accounting Service (DFAS). In those cases where manual TA recoupment is necessary, it will be processed as follows:

(a) Complete DD Form 1131 (Cash Collection Voucher) and submit money order or certified checks to the local finance and accounting office (F&AO) to effect cash recoupment.

(b) Complete and submit DD Form 139 to the local F&AO.

(c) ESOs will follow up with their F&AO to ensure recouped TA dollars are credited to the proper VATA MDEP.

Army National Guard FTA Policy

d. Recoupment. Soldiers are responsible for submitting grades within 30 days after course completion. ESOs are responsible for verifying the course completion status by receipt of an official grade report. Those soldiers who receive a failing grade or don’t complete the course will have their funding recouped and future ARNG FTA is suspended, unless there are extenuating circumstances due to no fault of the soldier. In the case of centralized States, this recoupment process will be facilitated by DANTES.

(1) ESOs will recoup 100% of the ARNG FTA funds provided to soldiers who are discharged prior to completing Initial Active Duty for Training (IADT).

(2) Commissioned officers who fail to complete the required 4 year obligation will be required to reimburse the amount of TA according to the following formula; Amount of TA divided by 48, multiplied by the remaining amount of obligation. For example, an officer receives $563 in ARNG FTA but departs 24 months before completion of the four-year obligation. $563/48 = 11.73 X 24 = $282 to be recouped.

Statement of Understanding (SOU)

I understand and agree to reimburse or suffer "recoupment" action for tuition paid if I withdraw, fail, or do not complete a FTA funded course (except for reasons beyond my control as determined by the State Education Service Officer (ESO) or National Guard Bureau). Additional courses will not be authorized for FTA funding when the grades for previous coursework have not been submitted and received by the ESO.


 

Recoupment Process

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When you applied for Federal Tuition Assistance (FTA) you signed a "Statement of Understanding Agreements," agreeing to the following statements:

    1. I understand and agree to reimburse or suffer "recoupment" actions for tuition paid if I withdraw, fail, or do not complete an FTA funded course (except for reason beyond my control as determined by the State Education Service Officer (ESO) or National Guard Bureau (NGB). Additional courses will not be authorized for FTA funding when the grades for previous coursework have not been submitted and received by the ESO.
    2. I understand that I must maintain a cumulative Grade Point Average (GPA) of 2.0 or higher after completing 15 SH’s (or 22½ quarter hours (QH) or 240 clock hours (CH)) of TA funded college credit.
    3. I understand that ARNG FTA is available to active drilling Guard members on a first come/first serve basis. I understand it is not a guaranteed benefit and is only available based on federal funding.

Education Office grade records indicate you received and "I, W, or F" for course(s) that were paid for by the FTA Program. NGB Policy requires the recoupment or repayment of federal dollars paid to a university or school on a soldier’s behalf when unsatisfactory grades are awarded.

Bottom Line:

Due to your failure to comply with NGB Policy regarding Federal Tuition Assistance, you have been TEMPORARILY SUSPENDED from receiving Federal Tuition Assistance until recoupment has been processed fully. This suspension also applies to the State Tuition Assistance and the UTARNG State Tuition Waiver.

Repayment Options:

The following two items discuss repayment and requests for "Exceptions to Policy." If you believe extenuating circumstances existed, which caused your unsatisfactory grades, skip to Item B.

Option A:

NGB Policy designates two options for repayment. They are:

  1. One-time or Full Payment using the DD Form 1131, "Cash Collection Voucher."

    This option allows you to write a check for the full amount you owe the UTARNG and mail it to the Education Office in Draper. The check must be made out to the "US Treasury." It will be processed by the UTARNG USP&FO, which will notify the Education Office when payment has been processed. Once that notification has been received, you will have your FTA eligibility reinstated.

    Education Office Address:

    G1, Education Office-FTA Manager

    ATTN: Recoupment Coordinator

    12953 S. Minuteman Drive Draper, UT84020

     

  2. Monthly Payments using the DD Form 139, "Pay Adjustment Authorization."

This option allows for monthly payment to be taken from your drill or annual training pay. It is a debt payment that will appear on your LES. The minimum amount allowed by the Education Office is $25.00 per month. You are responsible for initiating this action with your readiness NCO or S1. Once the action is in process, you will have your FTA eligibility reinstated. If, however, the payment is not fully paid before the soldier ETS’s or retires, the remaining balance will be sought in the form of civilian wage or tax return garnishments. Any remaining balance will be FULLY RECOUPED.

Your readiness NCO or S1 must inform the Education Office that the pay action has been initiated via email at NGUTEducationOffice@ng.army.mil. Your account will not be reinstated until the Education Office receives confirmation from your readiness NCO.

IMPORTANT: You have 180 DAYS from the end of the semester to choose a repayment option. If you fail to choose a repayment option, the Education Office will submit a request for pay adjustment equal to 2/3 of your monthly drill check until the debt is paid.

(Example: An E5 with 4 years of service earns $321.92 on a two-day drill weekend. After the debt payment it would only be $106.23. . . BEFORE TAXES).

Option B:

In some extraordinary cases NGB will grant an "Exception to Policy," (ETP) which will extend to a soldier relief from any recoupment payments. ETP’s have been granted for situations such as deaths in the family that required the soldier to quit school, serious sicknesses or injuries for the soldier or immediate family, divorce, PTSD or MTBI, or voluntary/involuntary deployment. Each ETP his handled on a case-by-case basis and not all are granted.

NGB is the final authority for ETP requests, however, the State ESO is required to recommend as soldier’s ETP to NGB. Often, the ESO will not recommend the soldier for ETP due to lack of effort or evidence that the situation could have been avoided. Any ETP request typically involves significant research by the FTA Manager and assistant into the validity of the request.

If you believe your situation warrants an ETP, submit the following documents to the Education Office email address NGUTEducationOffice@ng.army.mil. Ensure that the subject line includes your name and semester during which you received unsatisfactory grades. It should read as follows: Exception to Policy Request for SGT Smith-Fall 2009

  1. A formally written, typed letter or memorandum requesting relief from recoupment in the form of an "Exception to Policy." You should clearly explain the background, timeline, attempts to correct or handle the extenuating circumstance, and any communications with the UTARNG Education Office.
  2. Memorandum from the soldier’s unit Commander detailing the soldier’s character, performance, and the extenuating circumstance. The commander needs to recommend the soldier for relief from recoupment and an ETP.

 

The State ESO will review both documents and assess whether or not your situation warrants a review by the NGB Education and Incentives Branch.

The entire ETP process can takes months. It is essential that you be proactive in requesting and submitting the documents to the Education Office, as you are still ineligible for FTA until the ETP has been granted from NGB.

 

Recoupment Forms

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Recoupment Letter with attached work sheet (Click Here)

DD Form 139 (Click Here)

Memorandum Format for ETP (Click Here)

Statement of Understanding (Click Here)

FAQ's

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Why must I payback the money that was given to me for education? 

Federal tuition assistance is a benefit, not an entitlement.  As a benefit there are certain requirements for you to complete to ensure you are incompliance with regulatory guidance and policy.  If you accept tuition assistance you agree to payback any money for failed courses, un-official withdrawals, incompletes, and withdrawals after the add-drop deadline.

This is new, why are you now taking money from me?

Policy requires the recoupment process be implemented when a soldier has failed to meet the requirements of the program.

I failed a course, but I have to take it for my degree, can't I just take the course again and pay for it myself?

Unfortunately NO!  The money was set aside for you to complete your course.  ARNG and AR 621-5 require  a soldier to have a minimum passing grade and an overall 2.0.  If you drop below either requirements you will be subject to recoupment.

Why are you taking so much out of my Drill check each month?

You were sent a notification letter.  In the letter you were asked to select which option you want.  You failed to respond in the 180 days required, so the recoupment process was started.  The Army allows us to take up to 2/3rds of your check to ensure your debt is paid back in a timely manner.

I don't remember agreeing to recoupment for failing my course/s.

You agreed to recoupment during your application process.  After you logged-in to IMARC (Benefits web page), you spent some time reading the Statement of Understanding and clicking on radio buttons agreeing to the policy for recoupment.  You cannot continue your tuition enrollment process unless you agree to all of the SOU requirements.  Once you agreed to the requirements you moved onto the next window. 

Is there away that I can get this waived?

There are exceptions to policy; however, they are very limited and  given for exceptional reasons.  Many people have great reasons for needing an exception to policy, all are typically valid in the Soldiers mind; however, leaving school because you were deployed and failing to notify the school in a proper manner is not an exception.

 

 

 

 

Utah National Guard

Draper Headquarters Hours of Operation

Contact Us

12953 S. Minuteman Drive

Draper, UT  84020-1776

(801) 432-4400