2010 TG Annual Training Conference

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To encourage Texas veterans and family members to pursue a higher education by providing an exemption from payment of tuition and most fees to eligible Texas veterans and their (eligible) dependent children and spouses

Hazlewood Recipients - 2008

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Fiscal Year

Number of Vets Amount

Number of Dependents Amount

2008 9,306 $21,814,203 35 $54,5092007 9,096 $19,600,000 17 $18,0002006 8,810 $16,900,000 20 $30,0002005 8,932 $14,800,000 12 $5,0002004 8,858 $13,000,000 8 $24,0002003 8,556 $10,600,000 31 $46,000

Hazlewood Basics

Provides exemptions from tuition and fees (no deposit and student service fees) for 150 semester credit hours

Courses at public institutions that receive formula funding; school’s board may choose to allow exemption for other courses (non formula-funded)

For qualified veterans who served at least 181 days of active military service (excluding training); honorable discharges/separations or general discharge under honorable conditions

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Hazlewood BasicsFor children and spouses of TX members of military:

Killed in the line of duty or died as a result of injuries/illness related to service

100% unemployable due to service-related disabilitiesHazlewood can be “stacked” with federal benefits

under certain circumstancesTo use the benefit, vets or dependents complete

the appropriate application, submit application to institution

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New Eligibility Provisions SB93

At time of entry into service, member must: Be resident of Texas, or Designate Texas as home of record, or Be able to list Texas as place of entry

(replaces requirement to be “citizens of Texas”)

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Eligibility for Spouses SB93Expands eligibility to:

Spouses of veterans killed in line of duty, MIA, or 100% unemployable due to service-related disability; and

Spouses of National Guard Members killed in service of the state or US or 100% unemployable due to service-related disability

Spouses must be residents of Texas when using the exemption

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Legacy Act SB93Establishes “Legacy” program:

Allows vet to assign unused hours to a child;Child must be:

Texas resident;Stepchild, biological,or adopted child or claimed as

dependent (previous or current year);Less than 26 (hardship extensions possible); andMaking FA satisfactory academic progress (except

for minimum hour-per-term requirement)

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Legacy Act cont. SB93Legacy policies:

Veteran may revoke hours at any time.If Child #1 does not use all available hours,

veteran may “re-assign” hours to another child.

Hours may be transferred to a child who is not yet ‘college-age’.

Once hours have been transferred, veteran loses access to Hazlewood for his/her education (unless hours “revoked”).

Veteran may transfer up to 150 hours even if he/she is eligible for CH33.

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Stacking with Post 911 (CH33) SB93Stacking with federal benefits

To allow stacking, federal benefits that can be used ONLY for paying tuition and fees may not exceed Hazlewood exemption value. This limits issue to Title 38, Chapter 33 benefits.

Federal benefits for various costs including tuition and fees are not relevant.

Combination federal benefits for tuition and fees and Hazlewood may not exceed tuition and fee charges for the term.

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New Fee Charges SB847Extraordinary Cost Programs (54.203 (g))

All public 2-year institutions may charge Hazlewood-students a fee for courses with extraordinary costs. Extraordinary costs = tuition and fee costs that

exceed the average charges; e.g., flight training Previously, only community/jr. colleges were

permitted to charge students for the fees associated with high-cost programs.

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New Waiver & Exemption SB297Combat exemption from tuition only:

For dependent children (including stepchildren) of US Armed Forces members deployed on active duty for the purpose of engaging in a combative military operation outside the United States

Child must be a resident of Texas or entitled to pay the resident tuition rate

Effective with charges for Fall 2009

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Waiver of nonresident tuition:Requires member to be eligible for federal

veterans benefitsApplies to member, spouse, and children

(including stepchildren)Requires member to provide school letter of

intent to make TX home, and reside in TX while attending college

Necessitates that child be <=25, unless being granted a hardship waiver due to severe illness or debilitating condition

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New Waiver & Exemption cont.

New Hazlewood TimingThe effective date of new provisions

is the Fall, 2009 academic term.Institutions must refund tuition and fee

amounts to eligible students who paid for fall term based on previous statutes.

Summer 2009 term expenses are not impacted by the bill.

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Hazlewood on the Web

www.collegeforalltexans.com

Home /Get All the Facts /Paying For College /Types of Financial Aid / Exemptions for Texas Veterans (Hazlewood Exemption)

Home/ Make A Plan/ For Military and Veterans /Exemptions for Texas Veterans

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Types of Applications• HE-P for prior recipients (veterans or

dependents)• HE-V for veterans using the program for

the first time• HE-D for dependents using the program

for the first time• TUHH for veterans wishing to transfer

hours (Legacy)• HE-T for a child for hours to be

transferred

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Supporting Documentation1. Appropriate Hazlewood application;2. Plus:

a. DD214 for the veteran; orb. DD1300 for surviving dependent; orc. a Rating Decision Letter for the

dependent of a qualified disabled vet.; and

d. ED Benefits letter (CH 33)

Documenting Unemployability

Documentation available through VA RegionalOffice in Waco.

To issue a letter, VA requires a signed requestfrom the veteran. Web site: www.va.govThis request can be faxed to their office at:

FAX: 1-254-299-9734For further questions, call (800) 827-1000

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Database LoginFor schools (via CB main website):https://www1.thecb.state.tx.us/apps/HSH/

For students (via Hazlewood Fact Sheet):https://www1.thecb.state.tx.us/Apps/HSH/

students/

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Hazlewood Tracking of 150 SCHSchools report Hazlewood hours through the

CBM001 (enrollment) reports each semester, and code students as Hazlewood recipients.

All hours reported via CBM001 are attributed to Hazlewood; if stacking occurred, adjustments may be required.

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For More InformationOn the Web:www.Collegeforalltexans.com Select “Contact”

By Email:grantinfo@thecb.state.tx.us

By Phone:Inside Austin (512) 427-6340Outside Austin (800) 242-3062, option 3, then 1

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