Marine Corps Tuition Assistance (TA) Funding Policy
This MARADMIN establishes Marine Corps Tuition Assistance (TA) funding policy for active duty Marines and enlisted reservists on continuous active duty. TA funds up to 100% of tuition, not to exceed $250 per semester hour and $4,500 per individual per fiscal year, for accredited vocational, undergraduate, and graduate programs. Officers must agree to remain on active duty for two continuous years after completing TA-funded courses or repay a prorated amount.
Issued: December 29, 2004
REF A IS CANCELLED. MCO WILL BE REVISED TO REFLECT MARADMIN CHANGES AT A LATER DATE. THIS MARADMIN PROVIDES AMPLIFICATION TO REF B REGARDING MARINE CORPS TUITION ASSISTANCE (TA) POLICY. THE POLICIES HEREIN WILL REMAIN IN EFFECT UNTIL RESCINDED, PENDING AVAILABILITY OF FUNDS. 2. ALL ACTIVE DUTY MARINES AND ENLISTED RESERVISTS ON CONTINUOUS ACTIVE DUTY ARE ELIGIBLE FOR TA PER POLICIES ESTABLISHED HEREIN. TA IS AUTHORIZED FOR OFFICERS ONLY IF THEY AGREE TO REMAIN ON ACTIVE DUTY FOR TWO (2) CONTINUOUS YEARS AFTER COMPLETING THE TA FUNDED COURSE. IF ALLOWED TO VOLUNTARILY RESIGN BEFORE THE TWO-YEAR OBLIGATION IS SERVED, THE SERVICE MEMBER WILL REPAY THE GOVERNMENT A PRORATED AMOUNT OF TA EXPENDED IN ACCORDANCE WITH THE AMNOUNT OF TIME REMAINING ON ACTIVE DUTY. THE POLICY MAY NOT BE WAIVED. ELIGIBILITY AND FUNDING FOR ACTIVE DUTY MEMBERS OF OTHER MILITARY SERVICES ARE ESTABLISHED IN ACCORDANCE WITH THE OTHER MILITARY SERVICES' TA POLICIES. 3. TA FUNDING POLICY A. TA FUNDS ARE AUTHORIZED UP TO 100% OF TUITION NOT TO EXCEED $250 PER SEMESTER HOUR EQUIVALENT AND $4,500 PER INDIVIDUAL PER FISCAL YEAR. WITHIN THE CAPS AND LIMITS, FEES MAY BE PAID ALONG WITH TUITION WHEN THE FEES ARE DIRECTLY REQUIRED FOR COURSE ENROLLMENT. FEES MUST BE PUBLISHED, MANDATORY, AND CHARGED FOR COURSE ENROLLMENT IN ORDER TO BE ELIGIBLE FOR MARINE CORPS TA FUNDING. MANDATORY COURSE ENROLLMENT FEES ARE THOSE REFUNDABLE FEES CHARGED BY THE INSTITUTION THAT ARE DIRECTLY RELATED TO THE ENROLLMENT IN A SPECIFIC COURSE OFFERED BY THAT INSTITUTION. IF A NON-REFUNDABLE FEE IS INCLUDED IN THE TA AND THE COURSE IS CANCELLED WITH NO OTHER COURSES ACTIVE AT THE INSTITUTION, THE STUDENT IS RESPONSIBLE FOR REIMBURSING EITHER THE INSTITUTION OR THE MARINE CORPS FOR THE NON-REFUNDABLE FEE. SERVICE MEMBERS ARE RESPONSIBLE FOR THE PORTION OF TUITION AND OTHER COSTS NOT FUNDED BY TA. THE INSTALLATION EDUCATION SERVICES OFFICER HAS THE DISCRETION IN LIMITING THE NUMBER OF COURSES/COURSE LOAD TAKEN PER TERM BY THE SERVICE MEMBER. B. A SEMESTER HOUR (SH) IS THE EQUIVALENT OF 15 CLOCK HOURS. A QUARTER (QH) HOUR IS THE EQUIVALENT OF TWO-THIRDS OF A SEMESTER HOUR OR 10 CREDIT HOURS. TA WILL FUND A MAXIMUM OF $16.67 PER CLOCK HOUR. TA WILL FUND A MAXIMUM OF $166.67 PER QUARTER HOUR OR $250 PER SEMESTER HOUR. C. TUITION FOR ALL AUTHORIZED COURSES WILL BE FUNDED AT TIME OF REGISTRATION REGARDLESS OF THE LENGTH OF THE COURSE. IF A COURSE DOES NOT HAVE A SPECIFIC END DATE, THE MAXIMUM TIME THE ACADEMIC INSTITUTION ALLOWS A STUDENT TO COMPLETE THE COURSE WILL BE USED. D. TUITION FOR STUDY LEADING TO A VALID HIGH SCHOOL CREDENTIAL OR DIPLOMA WILL BE FULLY FUNDED (100%) UP TO A MAXIMUM OF $4,500 PER INDIVIDUAL PER FISCAL YEAR. E. TA FUNDS ARE AUTHORIZED FOR VOCATIONAL AND TECHNICAL, UNDERGRADUATE, GRADUATE, INDEPENDENT STUDY, AND DISTANCE LEARNING PROGRAMS. COURSES MUST BE OFFERED BY INSTITUTIONS ACCREDITED BY AGENCIES RECOGNIZED BY THE UNITED STATES DEPARTMENT OF EDUCATION. F. DEVELOPMENTAL COURSES. THESE ARE COURSES THAT COVER BASIC ACADEMIC SKILLS SUCH AS ENGLISH, MATH, READING AND WRITING. AS LONG AS THE INSTITUTION OFFERS THESE COURSES FOR CREDIT (FOR EXAMPLE SH OR QH), TA MAY BE APPROVED. TA MAY BE AUTHORIZED FOR CREDIT BEARING COURSES EVEN IF THE SCHOOL WILL NOT COUNT THE CREDITS TOWARD A DEGREE. SERVICE MEMBERS WHO HAVE BEEN SCREENED AND IDENTIFIED BY AN INSTITUTION'S COUNSELOR(S) AS REQUIRING DEVELOPMENTAL COURSES AS A PREREQUISITE TO ENROLLMENT IN COLLEGE COURSES MAY USE TA FUNDS FOR SUCH COURSES. THE EDUCATION SERVICES OFFICER MUST RECEIVE OFFICIAL CONFIRMATION FROM THE INSTITUTION SUBSTANTIATING THE REQUIREMENT FOR DEVELOPMENTAL COURSES. FUNDING FOR THESE COURSES WILL ACCRUE TOWARD THE INDIVIDUAL'S FY UNDERGRADUATE CAP. TA FUNDS ARE AUTHORIZED FOR STUDY TOWARD A CERTIFICATE OR DEGREE AT A HIGHER ACADEMIC LEVEL THAN THAT CURRENTLY HELD BY THE SERVICE MEMBER. SERVICE MEMBERS USING TA CAN ONLY PURSUE ONE EDUCATIONAL GOAL AT A TIME. TA WILL FUND ONLY ONE GRADUATE OR PROFESSIONAL DEGREE SINCE THEY ARE CONSIDERED DEGREE EQUIVALENTS. DUPLICATE DEGREES WILL NOT BE FUNDED. IF THE ACADEMIC INSTITUTION REQUIRES PREREQUISITES, TA MAY FUND UP TO NINE (9) SEMESTER HOURS OR EQUIVALENT OF THOSE PREREQUISITES FOR THE NEXT HIGHER ACADEMIC LEVEL OF STUDY. THE SERVICE MEMBER MUST PROVIDE THE EDUCATION SERVICES OFFICER WITH AN OFFICIAL LETTER FROM THE INSTITUTION LISTING REQUIRED PREREQUISITES. THE EDUCATION SERVICES OFFICER SHALL DETERMINE IF FUNDING IS WARRANTED AND SHALL RETAIN THE LETTER ON FILE. G. SERVICE MEMBERS ELIGIBLE FOR THE MONTGOMERY GI BILL (MGIB) MAY USE THEIR MGIB BENEFIT TO OFFSET THAT PORTION OF TUITION AND RELATED FEES NOT COVERED BY TA. MEMBERS ENROLLED IN MGIB MUST CLEARLY PRINT "TA TOP-UP" ACROSS THE TOP OF THE TA AUTHORIZATION AND FORWARD A COPY TO THEIR VETERANS ADMINISTRATION REGIONAL OFFICE. ALL FIRST-TIME TOP-UP APPLICANTS MUST ALSO FORWARD A MGIB APPLICATION, VA FORM 22-1990. SERVICE MEMBERS WILL WORK WITH VA DIRECTLY FOR SETTLEMENT. ALTHOUGH MGIB MAY BE USED TO OFFSET TA, TA IS NOT AUTHORIZED TO OFFSET THAT PORTION OF MGIB NOT PAID BY VA. THERE MUST BE A TA DOLLAR CONTRIBUTION IN ORDER FOR TA TOP-UP TO APPLY. H. TA FUNDS ARE NOT AUTHORIZED FOR CONTINUING EDUCATION UNITS, OR PREPARATORY COURSES. I. TA FUNDS ARE NOT AUTHORIZED FOR COURSES THAT END AFTER THE SERVICE MEMBER'S EAS. J. TA FUNDS ARE NOT AUTHORIZED FOR BOOKS, COMPUTERS, TOOLS, OR OTHER TANGIBLE ITEMS. K. TA IS NOT AUTHORIZED FOR PERSONNEL AWARDED A PUNITIVE DISCHARGE, IN CONFINEMENT, ON APPELLATE LEAVE, OR AWAITING ADMINISTRATIVE SEPARATION OTHER THAN HONORABLE OR GENERAL DISCHARGE UNDER HONORABLE CONDITIONS. TA IS NOT AUTHORIZED FOR SERVICE MEMBERS CONVICTED BY FOREIGN OR DOMESTIC COURTS, SERVING SENTENCES IN FOREIGN PRISONS, OR PENDING ADMINISTRATIVE VICE PUNITIVE DISCHARGES. L. TA FUNDS WILL BE RECOUPED FROM THE SERVICE MEMBER FOR FAILED COURSES, INCOMPLETE COURSES, OR COURSES FROM WHICH THE MEMBER VOLUNTARILY WITHDREW. RECOUPMENT FOR DUTY RELATED WITHDRAWALS MAY BE WAIVED FOR A SERVICE MEMBER. THE SERVICE MEMBER MUST SUBMIT PROOF, SUCH AS TAD OR PCS ORDERS, AND A LETTER ENDORSED BY HIS OR HER COMMANDING OFFICER. THE EDUCATION SERVICES OFFICER WILL DETERMINE IF A DUTY WAIVER IS WARRANTED. IN ORDER TO ENHANCE THE TA FISCAL POLICY, DUTY WAIVERS WILL NOT NORMALLY BE MET WITH A FAVORABLE ENDORSEMENT. MARINES SHOULD NOT SEND WAIVERS DIRECTLY TO PENSACOLA-NAVAL EDUCATION AND TRAINING PROFESSIONAL DEVELOPMENT AND TECHNOLOGY CENTER (NETPDTC). M. RECOUPMENT FOR UNDERGRADUATE GRADES OF "F" AND GRADUATE GRADES OF "D" AND BELOW WILL NOT BE WAIVED. 4. PROCEDURES A. BASIC FORMS (1) THE NETPDTC 1560/3 WILL BE USED AS THE TA REQUEST FORM TO OBTAIN SIGNATURE APPROVAL FROM THE SERVICE MEMBER AND HIS OR HER COMMANDING OFFICER. THE REQUEST FORM IS NOT AN AUTHORIZATION AND IS NOT AUTHORIZED FOR USE AS THE FUNDING DOCUMENT. THE FUNDING DOCUMENT IS THE AUTOMATED TA AUTHORIZATION PRODUCED BY THE CENTRALLY MANAGED TA SYSTEM AND SIGNED BY THE INSTALLATION EDUCATION SERVICES OFFICER OR DESIGNEE. (2) THE AUTOMATED TA AUTHORIZATION MUST BE APPROVED BY THE DESIGNATED TA APPROVING AUTHORITY PRIOR TO THE START DATE OF THE COURSE. THE SERVICE MEMBER IS RESPONSIBLE FOR OBTAINING THE TA AUTHORIZATION FROM THE INSTALLATION EDUCATION CENTER AND SUBMITTING IT TO THE ACADEMIC INSTITUTION. THE SERVICE MEMBER SHALL NOT ENROLL IN ANY COURSE WITHOUT HAVING THE FUNDED TA DOCUMENT. TA WILL NOT BE AUTHORIZED AFTER THE ACADEMIC INSTITUTION'S LATE REGISTRATION DEADLINE OR FULL TUITION REFUND DATE. THE MEMBER IS RESPONSIBLE FOR FUNDING ANY TA ENROLLMENTS PRIOR TO THE RECEIPT OF A PROPER AUTHORIZATION. (3) COMMANDING OFFICER SIGNATURE DOES NOT AUTHORIZE TA FUNDS. ONLY THE INSTALLATION EDUCATION SERVICES OFFICER OR THEIR DESIGNEE CAN AUTHORIZE TA FUNDS. (4) TA FORM CHANGES OR CANCELLATIONS WILL BE PROCESSED ACCORDING TO THE INSTRUCTIONS LISTED AT THE BOTTOM OF EACH AUTOMATED TA FORM. THE INSTALLATION EDUCATION SERVICES OFFICER OR A DESIGNATED REPRESENTATIVE MUST PROCESS ANY CHANGE THAT ALTERS THE MONETARY AMOUNTS OF TA. NO PEN/PENCIL CHANGES ARE ACCEPTED. FAILURE TO NOTIFY THE INSTALLATION EDUCATION SERVICES OFFICER AND NETPDTC OF CHANGES AND CANCELLATIONS MAY RESULT IN NONPAYMENT OF TA AND INITIATION OF RECOUPMENT. B. REQUIREMENTS (1) AN INDIVIDUAL MUST HAVE NO MORE THAN TWO OUTSTANDING GRADES AT ANY GIVEN TIME. AN OUTSTANDING GRADE IS DEFINED AS A GRADE NOT RECEIVED WITHIN 30 DAYS AFTER THE COMPLETION DATE OF A COURSE. BEFORE RECEIVING ADDITIONAL TA, THE GRADE(S) MUST BE SUBMITTED TO COMMANDING OFFICER (CODE N8115) MARINE CORPS GROUP, NETPDTC, 6490 SAUFLEY FIELD ROAD, PENSACOLA, FL 32509-5241. THE SERVICE MEMBER IS RESPONSIBLE FOR ENSURING GRADES ARE RECEIVED BY NETPDTC. (2) ALL FIRST-TIME STUDENTS MUST COMPLETE A "TA ORIENTATION" CLASS (COLLEGE 101) PRIOR TO USING TA. MARINES ON MAJOR INSTALLATIONS MAY ACCESS THE COURSE AT LOCAL EDUCATION OFFICES. MARINES AT REMOTE SITES (NON-MARINE CORPS INSTALLATIONS) MAY ACCESS THE COURSE VIA WWW.USMC-MCCS.ORG, LIFELONG LEARNING, MILITARY TUITION ASSISTANCE OR WWW.USMC-MCCS.ORG/PERSSVC/PER_SERV_MAIN.HTML, (LIFELONG LEARNING), MILITARY TUITION ASSISTANCE. REMOTE ON-LINE USERS WILL RECEIVE A CERTIFICATE OF COMPLETION. THIS CERTIFICATE WILL BE FAXED TO THE APPROPRIATE LL CENTER WITH THE INITIAL TA REQUEST FOR PROCESSING AND AUTHORIZATION. (3) FIRST TIME TA USERS PERSUING COLLEGE LEVEL COURSES WITH A GT OF 99 AND BELOW MUST COMPLETE THE TEST OF ADULT BASIC EDUCATION (TABE) WITH SCORES OF 10.2 AND HIGHER TO RECEIVE TA. IF THE TEST SCORE IS NOT SATISFACTORY, MARINES MUST COMPLETE THE MILITARY ACADEMIC SKILLS PROGRAM (MASP) PRIOR TO RECEIVING TA. MARINES IN REMOTE LOCATIONS WHO DO NOT HAVE ACCESS TO THE TABE ARE THE EXCEPTION TO THE POLICY; HOWEVER, MARINES CAN ONLY TAKE ONE COURSE AT A TIME UNTIL THEY SUCCESSFULLY COMPLETE 12 SEMESTER HOURS. AT THAT TIME, THE RESTRICTION IS LIFTED. (4) TO CONTINUE USING TA, MARINES MUST HAVE A WRITTEN DEGREE PLAN SIGNED OFF BY AN OFFICIAL OF THE ACADEMIC INSTITUTION BEFORE EXCEEDING 12 SEMESTER HOURS. 5. ACTION A. EDUCATION SERVICES OFFICERS WILL COORDINATE WITH PUBLIC AFFAIRS, CAREER PLANNERS, AND THE LOCAL COMMAND VIA THE MCCS DIRECTOR TO ENSURE ALL ELIGIBLE SERVICE MEMBERS ARE AWARE OF THE VOLUNTARY EDUCATIONAL OPPORTUNITIES AVAILABLE WHILE ON ACTIVE DUTY. B. LOCAL COMMANDERS WILL ENSURE THE INFORMATION REGARDING AVAILABILITY OF TA IS DISSEMINATED TO ALL SERVICE MEMBERS AND ENSURE IMPLEMENTATION OF THE TA PROGRAM PER THE POLICIES SET FORTH IN THIS MARADMIN AND REF B. COMMANDERS' ATTENTION TO COMMAND SCHEDULE COMMITMENTS THAT PRECLUDE SUCCESSFUL COURSE COMPLETION IS VITAL TO THE SUCCESS OF FUNDING THE TA PROGRAM. TA IS A DISCRETIONARY PROGRAM KEYED TO MILITARY ENHANCEMENT, AND FUNDED DEPENDING ON THE UNIT'S MISSION, THE MARINE'S OBLIGATED SERVICE, AND THE COMMANDING OFFICER'S CONCURRENCE THAT THE MARINE CAN PARTICIPATE MEANINGFULLY. C. THE COMMANDER SHOULD PROVIDE MAXIMUM ASSISTANCE TO SUPPORT DEPLOYED-ISOLATED MARINES BY ENSURING DISSEMINATION OF THE FOLLOWING INFORMATION: (1) DEPLOYED/DETACHED MARINES ARE ELIGIBLE FOR TA, TESTING, AND APPROVED INDEPENDENT STUDY PROGRAMS THROUGH THE EDUCATION OFFICE AT THE BASE FROM WHICH THEY DEPLOYED OR THE BASE AT WHICH THEY ARE CURRENTLY LOCATED. INFORMATION REGARDING MATERIALS, SERVICES AND PROGRAMS SHALL BE PROVIDED PRIOR TO DEPLOYMENT WITH APPROPRIATE LEAD-TIME TO ENABLE THE DEPLOYED MARINES TO TAKE ADVANTAGE OF THESE OPPORTUNITIES. TA FOR EAST COAST DEPLOYMENTS (EAST OF THE MISSISSIPPI) IS PROVIDED BY MARINE CORPS BASE (MCB) CAMP LEJEUNE, NC OR MARINE CORPS AIR STATION (MCAS), CHERRY POINT, NC. TA FOR WEST COAST DEPLOYMENTS (WEST OF THE MISSISSIPPI) IS PROVIDED BY MARINE CORPS BASE (MCB), CAMP PENDLETON, CA. TA FOR DEPLOYMENTS TO OKINAWA IS PROVIDED BY MCB, CAMP BUTLER. IF A MARINE IS TAD TO A MARINE CORPS INSTALLATION, THE LOCAL LL CENTER WILL PROVIDE TA. (2) TA FOR RECRUITERS IS PROCESSED BY THE RECRUITING DISTRICT OR REGIONAL HEADQUARTERS, ERR PARRIS ISLAND, AND WRR SAN DIEGO DEPENDING UPON THE LOCATION OF THE MARINE. (3) TA FOR MARINES ON I-I DUTY IS PROCESSED BY COMMANDING OFFICER, MARFORRES, (ATTN: LIFELONG LEARNING SECTION) 4400 DAUPHINE STREET, NEW ORLEANS, LA 70146-5400. COMM: (504) 678-6581/8213, OR DSN: 678-6581/8213. (4) TA FOR MARINES STATIONED AT NON-MARINE CORPS INSTALLATIONS (EXCEPT NAVY AND COAST GUARD) IS PROCESSED AT TWO LOCATIONS. MARINES WEST OF THE MISSISSIPPI SHOULD FAX TA REQUESTS TO THE LL CENTER AT MCB CAMP PENDLETON, CA (FAX # (760) 725-6593). MARINES EAST OF THE MISSISSIPPI SHOULD FAX TA REQUESTS TO THE LL CENTER AT MCB CAMP LEJEUNE, NC (FAX # (910) 451-5512). MARINES AT NAVY AND COAST GUARD BASES WILL BE PROCESSED BY THESE SERVICES AT THE EDUCATION CENTERS. ONCE THE REQUEST IS AUTHORIZED, THE MEMBER WILL RECEIVE A COPY OF THE AUTHORIZATION TO BE PRESENTED TO THE SCHOOL WHEN ENROLLING IN COURSES.