wvarng bonuses and incentives guide current as of 13 november 2007 disclaimer: this powerpoint does...

WVARNG Bonuses and Incentives Guide

WVARNG Bonuses and Incentives Guide

• Current as of 13 November 2007

• Disclaimer: This PowerPoint does not override or change any rules of entitlements set by the current DOD Laws, NGB policy, or within the soldier’s bonus and incentives contracts, but it does serve as a guide for soldiers that may have questions about the current policy and procedures associated with bonuses and student loan repayment. This PowerPoint’s information is based off of the NGB SRIP policy dated 1 August 2007. If there are any conflicts or discrepancies between this PowerPoint and NGB policy or DOD Law, be sure to refer to the current policies which may be available on our educational web site.

http://www.wv.ngb.army.mil/education/success/default.aspx

http://www.wv.ngb.army.mil/education/success/default.aspx

Table of ContentsClick to go directly to the slide

• RULES APPLYING TO ALL BONUSES AND INCENTIVES: Terminations, suspensions, and recoupments

• INCENTIVE PROGRAMS:All beginning with the DOD Law and followed by the NGB Policy and Eligibility guidelines.

• Non Prior Service Enlistment Bonus• Prior Service Enlistment Bonus• Enlisted Affiliation Bonus• Officer Affiliation and Accession Bonuses• Re-enlistment Extension Bonus• Loan Repayment Program and Required Documents• MOS Conversion BonusBonus Tips for Quick Payment and Required DocumentsProcesses of the Bonus and Incentives Manager

Enlistment Bonuses AvailableEnlistment Bonuses Available

No enlistment bonus or combination of bonuses can exceed $20,000Non-Prior Service Gain

• $20,000 – Critical skills MOS for NGB or State critical skills list. (6x2 or 8x0)

• $20,000 – Critical Unit Bonus (6x2 or 8x0)• $20,000 – Non-Critical Skill Bonus (6x2 or 8x0)• $5,000 – Quick Shipper or “Off-Peak” Bonus• $10,000 – Civilian Acquired Skills Program Bonus (3x5, 6x2, or 8x0)

Prior Service Gain• $7,500 for 3 yrs / $15,000 for 6 yrs - MOSQ into a critical UIC (3 yrs or 6

yrs)• $15,000 - MOSQ or Non-MOSQ in an MTOE Unit (6 yrs)

Re-Enlistment• $7,500 for 3 yrs / $15,000 for 6 yrs - MOSQ into a critical UIC or skill (3

yrs or 6 yrs)• $15,000 - MOSQ in a non critical MTOE Unit (6 yrs)

Enlistment Bonuses AvailableEnlistment Bonuses Available

MOS Conversion Bonus

• $2,000 – For a targeted shortage (critical) MOS conversion.

Affiliation Bonus

*Must be either an affiliation into a Critical UIC or an affiliation into a Non-Critical MTOE Unit*

• $20,000 – 6 year affiliation

• $10,000 – 3 year affiliation

Officer Accession Bonus

• $10,000 – Critical MTOE Unit or in a Critical UIC (6 year Contract)

Officer Affiliation Bonus

• $10,000 – MTO&E Unit or Critical UIC (3 year contract)Click Here for Table of contents

*Qualification applying to any and all incentives received**Qualification applying to any and all incentives received*

• Soldiers must be in an M-Day status only. Military Technicians and AGR soldiers are not eligible. Must have served at least 6 months in M-Day status before becoming AGR or Technician as an enlistment or affiliation and 6 months prior to in the case of a re-enlistment to receive a bonus.

Reasons for Incentive Termination with Recoupment

• If the soldier fails to participate satisfactorily. (unless it is beyond their control)• Separates from the WVARNG for any reason.• Moves to a non-bonus skill or unit unless it is required by the WVARNG.• Accepts and AGR or Tech position and has not already served 6 months of their

contract.• Fails to extend the contracted term of service for a period of authorized non-availability.• Serves 1yr or less of their contract upon entry to SMP ROTC or ROTC control group. If

a soldier becomes an officer before 1 year of their bonus contract has been served, their bonus will be recouped!

• Death, injury, illness or other impairment not as a result of personal misconduct.• Accepting a commission or appointment as an Officer or Warrant after having served more than 1yr of their contract. NOTE:

Participation in an ARNG OCS program or Warrant Officer Candidate Program is not cause for termination. Becoming an officer is cause for termination.

• Accepting an AGR or Tech position after 6 months of the contract.• Involuntary separation from unit inactivation, relocation, reorganization, or DOD directed reduction of selected reserve force.• Serving more than 1 year of contract before entry into SMP ROTC or ROTC control group. If a soldier becomes an officer

after 1 year of their bonus contract has been served, their bonus will be terminated without recoupment.

Reasons for Incentive Terminations without Recoupment

• Placement into the Inactive NG

Maximum periods of ING: a. 1 yr for personal reasons b. 3 yrs for missionary obligations• Flag for reasons other than APFT or unacceptable body composition

Reasons for Suspension of Incentives:*Reinstatement is not guaranteed*

*Qualification applying to any and all incentives received**Qualification applying to any and all incentives received*

Click Here for Table of contents

Non-Prior Service LawNon-Prior Service Law 37 USC Sec. 308c 01/19/04 -EXPCITE- TITLE 37 - PAY AND ALLOWANCES OF THE UNIFORMED SERVICES CHAPTER 5 - SPECIAL AND INCENTIVE PAYS -HEAD- ‘‘§ 308c. Special pay: bonus for affiliation or enlistment in the Selected Reserve (a) AFFILIATION BONUS AUTHORIZED.—The Secretary concerned may pay an affiliation bonus to an enlisted member of an armed force who— (1) has completed fewer than 20 years of military service; and (2) executes a written agreement to serve in the Selected Reserve of the Ready Reserve of an armed force for a period of not less than three years in a skill, unit, or pay grade designated under subsection (b) after being discharged or released from active duty under honorable conditions. (b) DESIGNATION OF SKILLS, UNITS, AND PAY GRADES.—The Secretary concerned shall designate the skills, units, and pay grades for which an affiliation bonus may be paid under subsection (a). Any skill, unit, or pay grade so designated shall be a skill, unit, or pay grade for which there is a critical need for personnel in the Selected Reserve of the Ready Reserve of an armed force, as determined by the Secretary concerned. The Secretary concerned shall establish other requirements to ensure that members accepted for affiliation meet required performance and discipline standards. (c) ACCESSION BONUS AUTHORIZED.—The Secretary concerned may pay an accession bonus to a person who— (1) has not previously served in the armed forces; and (2) executes a written agreement to serve as an enlisted member in the Selected Reserve of the Ready Reserve of an armed force for a period of not less than three years upon acceptance of the agreement by the Secretary concerned. (d) LIMITATION ON AMOUNT OF BONUS.—The amount of a bonus under subsection (a) or (c) may not exceed $20,000. (e) PAYMENT METHOD.—Upon acceptance of a written agreement by the Secretary concerned, the total amount of the bonus payable under the agreement becomes fixed. The agreement shall specify whether the bonus shall be paid by the Secretary concerned in a lump sum or in installments.

Click on the document to open the entire file.

Non Prior Service NGB Policy – Eligibility

Non Prior Service NGB Policy – Eligibility

Non Prior Service NGB Policy - EligibilityNon Prior Service NGB Policy - Eligibility

Quick Ship and Off Peak NPSG NGB Policy - Eligibility

Quick Ship and Off Peak NPSG NGB Policy - Eligibility


Prior Service LawPrior Service Law

TITLE 37 - PAY AND ALLOWANCES OF THE UNIFORMED SERVICES CHAPTER 5 - SPECIAL AND INCENTIVE PAYS -HEAD- Sec. 308i. Special pay: prior service enlistment bonus -STATUTE- (a) Authority and Eligibility Requirements. – (1) A person who is a former enlisted member of an armed force who enlists in the Selected Reserve of the Ready Reserve of an armed force for a period of three or six years in a critical military skill designated for such a bonus by the Secretary concerned and who meets the requirements of paragraph (2) may be paid a bonus as prescribed in subsection (b). (2) A bonus may only be paid under this section to a person who meets each of the following requirements: (A) The person has not more than 16 years of total military service and received an honorable discharge at the conclusion of all prior periods of service. (B) The person was not released, or is not being released, from active service for the purpose of enlistment in a reserve component. (C) The person is projected to occupy, or is occupying, a position as a member of the Selected Reserve in a specialty in which the person – (i) successfully served while a member on active duty and attained a level of qualification while on active duty commensurate with the grade and years of service of the member; or (ii) has completed training or retraining in the specialty skill that is designated as critically short and attained a level of qualification in the specialty skill that is commensurate with the grade and years of service of the member.


Prior Service NGB Policy - EligibilityPrior Service NGB Policy - Eligibility

REB LawREB LawTITLE 37 - PAY AND ALLOWANCES OF THE UNIFORMED SERVICES CHAPTER 5 - SPECIAL AND INCENTIVE PAYS -HEAD- Sec. 308b. Special pay: reenlistment bonus for members of the Selected Reserve -STATUTE- (a) Authority and Eligibility Requirements. - The Secretary concerned may pay a bonus under subsection (b) to an enlisted member of a reserve component who -

(1) has completed not more than 20 years of total military service; and (2) reenlists or voluntarily extends his enlistment for a period of three years or for a period of six years in a designated military skill, or in a designated unit, as determined by the Secretary concerned, in the Selected Reserve of the Ready Reserve of an armed force.

(3) Any portion of a term of reenlistment or extension of enlistment of a member

that, when added to the total years of service of the member at the time of discharge or release, exceeds 24 years may not be used in computing the total bonus amount under paragraph (1). SEC. 630. NDAA 06. REENLISTMENT BONUS FOR MEMBERS OF THE SELECTED RESERVE. (b) Bonus Amounts; Payment. – (1) The amount of a bonus under this section may not exceed - (A) $15,000, in the case of a member who reenlists or extends an enlistment for a period of six years; (B) $7,500, in the case of a member who, having never received a bonus under this section, reenlists or extends an enlistment for a period of three years; and (C) $6,000, in the case of a member who, having received a bonus under this section for a previous three-year reenlistment or extension of an enlistment, reenlists or extends the enlistment for an additional period of three years. (2) Bonus payments authorized under this section may be paid in either a lump sum or in installments. If the bonus is paid in installments, the initial payment shall be not less than 50 percent of the total bonus amount. The Secretary concerned shall prescribe the amount of each subsequent installment payment and the schedule for making the installment payments.


REB NGB Policy - EligibilityREB NGB Policy - Eligibility

Affiliation LawAffiliation Law 37 USC Sec. 308c 01/19/04 -EXPCITE- TITLE 37 - PAY AND ALLOWANCES OF THE UNIFORMED SERVICES CHAPTER 5 - SPECIAL AND INCENTIVE PAYS -HEAD- ‘‘§ 308c. Special pay: bonus for affiliation or enlistment in the Selected Reserve (a) AFFILIATION BONUS AUTHORIZED.—The Secretary concerned may pay an affiliation bonus to an enlisted member of an armed force who— (1) has completed fewer than 20 years of military service; and (2) executes a written agreement to serve in the Selected Reserve of the Ready Reserve of an armed force for a period of not less than three years in a skill, unit, or pay grade designated under subsection (b) after being discharged or released from active duty under honorable conditions. (b) DESIGNATION OF SKILLS, UNITS, AND PAY GRADES.—The Secretary concerned shall designate the skills, units, and pay grades for which an affiliation bonus may be paid under subsection (a). Any skill, unit, or pay grade so designated shall be a skill, unit, or pay grade for which there is a critical need for personnel in the Selected Reserve of the Ready Reserve of an armed force, as determined by the Secretary concerned. The Secretary concerned shall establish other requirements to ensure that members accepted for affiliation meet required performance and discipline standards. (c) ACCESSION BONUS AUTHORIZED.—The Secretary concerned may pay an accession bonus to a person who— (1) has not previously served in the armed forces; and (2) executes a written agreement to serve as an enlisted member in the Selected Reserve of the Ready Reserve of an armed force for a period of not less than three years upon acceptance of the agreement by the Secretary concerned. (d) LIMITATION ON AMOUNT OF BONUS.—The amount of a bonus under subsection (a) or (c) may not exceed $20,000. (e) PAYMENT METHOD.—Upon acceptance of a written agreement by the Secretary concerned, the total amount of the bonus payable under the agreement becomes fixed. The agreement shall specify whether the bonus shall be paid by the Secretary concerned in a lump sum or in installments.


Affiliation NGB Policy - EligibilityAffiliation NGB Policy - Eligibility

Student Loan Repayment LawStudent Loan Repayment LawTITLE 10--ARMED FORCES Subtitle E--Reserve Components PART IV--TRAINING FOR RESERVE COMPONENTS AND EDUCATIONAL ASSISTANCE PROGRAMS CHAPTER 1609--EDUCATION LOAN REPAYMENT PROGRAMS Sec. 16301. Education loan repayment program: enlisted members of Selected Reserve with critical specialties (a) (1) Subject to the provisions of this section, the Secretary of Defense may repay-- (A) any loan made, insured, or guaranteed under part B of title IV of the Higher Education Act of 1965 (20 U.S.C. 1071 et seq.); (B) any loan made under part D of such title (the William D. Ford Federal Direct Loan Program, 20 U.S.C. 1087a et seq.); or (C) any loan made under part E of such title (20 U.S.C. 1087aa et seq.). Repayment of any such loan shall be made on the basis of each complete year of service performed by the borrower. (2) Except as provided in paragraph (3), the Secretary of Defense may repay loans described in paragraph (1) in the case of any person for service performed as an enlisted member of the Selected Reserve of the Ready Reserve of an armed force in a reserve component and military specialty specified by the Secretary of Defense. The Secretary may repay such a loan only if the person to whom the loan was made performed such service after the loan was made. (3) In the case of a commitment made by the Secretary of Defense after the date of the enactment of this paragraph to repay a loan under paragraph (1) conditioned upon the performance by the borrower of service as an enlisted member under paragraph (2), the Secretary may repay the loan for service performed by the borrower as an officer (rather than as an enlisted member) in the case of a borrower who, after such commitment is entered into and while performing service as an enlisted member, accepts an appointment or commission as a warrant officer or commissioned officer of the Selected Reserve.


Student Loan Repayment NGB - Eligibility

Student Loan Repayment NGB - Eligibility

SLRP – Required DocumentsSLRP – Required Documents

Up to $20,000 is available to PSG soldiers

(with a maximum payment of $500 or 15% whichever is greater and cannot exceed $3,000 a year. Payment is based upon the original

principle balance and does not include interest. SLRP Covers loans established before the effective date of the contract only. Loans

incurred after are not eligible).

• Ensure Student Loan Repayment Program Addendum (Annex S to DD 4 / DA 4836) is filled out with the enlistment and on your IPERMS.

• Fill out an IM (600-7) Memorandum for Annual Loan Repayment and forward the memorandum to your lender. Have your lender fill out the bottom portion of the memorandum and mail that along with the promissory note for each loan and have them mail the information to the Incentives Manager.

Note: It is the soldier’s responsibility to keep loans current and to check to see that payments have been made to their lender, regardless of whether or not the ARNG is late in making its payment (Policy 01-08).

Click Here: Table of Contents


Officer Accession/Affiliation LawOfficer Accession/Affiliation Law ‘‘§ 308j. Special pay: affiliation bonus for officers in the Selected Reserve ‘‘(a) AFFILIATION BONUS.—

(1) The Secretary concerned may pay an affiliation bonus under this section to an eligible officer in any of the armed forces who enters into an agreement with the Secretary to serve, for the period specified in the agreement, in the Selected Reserve of the Ready Reserve of an armed force under the Secretary’s jurisdiction— ‘‘

(A) in a critical officer skill designated under paragraph (3); or ‘‘

(B) to meet a manpower shortage in— ‘

‘(i) a unit of that Selected Reserve; or ‘‘

(ii) a particular pay grade in that armed force. ‘‘

(2) An officer is eligible for an affiliation bonus under this section if the officer— ‘‘

(A) either— ‘

(i) is serving on active duty for a period of more than 30 days; or ‘‘

(ii) is a member of a reserve component not on active duty and, if the member formerly served on active duty,was released from active duty under honorable conditions; and ‘

(B) is not entitled to receive retired or retainer pay. ‘‘

(3)

(A) The Secretary concerned shall designate for an armed force under the Secretary’s jurisdiction the critical officer skills to which the bonus authority under this subsection is to be applied.

‘‘(B) A skill may be designated as a critical officer skill for an armed

force under subparagraph (A) if, to meet requirements of that armed force, it is critical for that armed force to have a sufficient number of officers who are qualified in that skill.

(4) An affiliation bonus payable pursuant to an agreement under this section to an eligible officer accrues on the date on which the person is


Officer Affiliation NGB - EligibilityOfficer Affiliation NGB - Eligibility

Officer Accession NGB - EligibilityOfficer Accession NGB - Eligibility

MOS Conversion LawMOS Conversion LawTITLE 37 - PAY AND ALLOWANCES OF THE UNIFORMED SERVICES CHAPTER 5 - SPECIAL AND INCENTIVE PAYS -HEAD- Sec. 326. Incentive bonus: conversion to military occupational specialty to ease personnel shortage -STATUTE- (a) Incentive Bonus Authorized. - The Secretary concerned may pay a bonus under this section to an eligible member of a regular or reserve component of the armed forces who executes a written agreement to convert to, and serve for a period of not less than three years in, a military occupational specialty for which there is a shortage of trained and qualified personnel. (b) Eligible Members. - A member is eligible to enter into an agreement under subsection (a) if, at the time the agreement is executed, the member is serving in - (1) pay grade E-6, with not more than 10 years of service computed under section 205 of this title; or (2) pay grade E-5 or below, regardless of years of service. (c) Amount and Payment of Bonus. – (1) A bonus under this section may not exceed $4,000, in the case of a member of a regular component of the armed forces, and $2,000, in the case of a member of a reserve component of the armed forces. (2) A bonus payable under this section shall be disbursed in one lump sum when the member's conversion to the military occupational specialty is approved by the chief personnel officer of the regular or reserve component of the member's armed force. (d) Relationship to Other Pay and Allowances. - A bonus paid to a member under this section is in addition to any other pay and allowances to which the member is entitled. (e) Repayment of Bonus. – (1) A member who receives a bonus under this section and who, voluntarily or because of misconduct, fails to serve in such military occupational specialty for the period specified in the agreement executed under subsection (a) shall refund to the United States an amount that bears the same ratio to the bonus amount paid to the member as the unserved part of such period bears to the total period agreed to be served.


MOS Conversion NGB - EligibilityMOS Conversion NGB - Eligibility

Bonus – Required DocumentsBonus – Required Documents

• Talk to your recruiter or liaison about bonus eligibility and fill out the bonus contract within your enlistment packet.

• NPSG – Upon finishing your AIT, turn in the DD 214 to the unit. • PSG – Will have the bonus loaded upon verification of MOSQ and the

bonus will be submitted for payment shortly after. If training is required to become MOSQ the soldier will submit a course completion 1059 or 214 to the unit.

• MOS Conversion Bonus – Ensure that the unit receives a document supporting completion of an MOS school and that the contract is forwarded by the unit to the Bonus and Incentives Manager (214 or 1059).

• Officer Accession Bonus – Ensure Officer Accession Bonus Addendum is filled out and that the unit forwards the bonus information to the Incentives Manager.

• It is the unit’s responsibility to submit all documentation to PSB or the Incentives Manager all documentation. The Incentives Manager will process the bonus when all the necessary documentation is received.

Tips to Getting Your Bonus Fast!Tips to Getting Your Bonus Fast!

• Follow the following tips in order to get your Bonus or Incentives processed quickly.

1. Submit required documents promptly to the unit for processing after every qualifying AIT or MOS school.

2. Follow up with the unit after submitting the documents to ensure that the required documentation has been processed.

3. Many issues can be cleared up at the unit level. Use your chain of Command. Typically bonuses will be processed and placed in your bank account within 3 to 5 weeks from the date you submit the required documentation or become eligible for payment. Sometimes problems can arise and it may take longer than 3-5 weeks for pay to clear up the issue. Please allow at least 1 month for processing before contacting the incentives manager.


Processes of the Bonus and Incentives Manager

Processes of the Bonus and Incentives Manager

The following slides detail the current processes of the Bonus and Incentives Manager

Bonus Actions and Processes TreeBonus Actions and Processes Tree

Soldier Enlists or re-enlists with a Recruiter for a Bonus

The Bonus Control Number isIssued by the Incentives Manager

The soldier becomes MOSQand returns to their unit

DD 214 or 1059 for MOS isturned in to PSB by the unit

PSB performs new MOS transaction

PSB forwards 214 or 1059to the Incentives Manager

The Incentives Managerreceives proof of MOSQ

MOSQ is updated on BonusONEspreadsheet.

Incentives Manager processesbonus payments.

Milpay receives IMARCPayments for bonuses

Milpay sends paymentsthrough DFAS

Bonus payment reaches theSoldier.

Termination Process TreeTermination Process Tree

Kathy Williams receives arequest for a discharge or

transfer

Kathy Williams forwards the dischargeorder or transfer to the Incentives

Manager

The Incentives Manager reviews thedischarge and terminates

or erases bonuses as necessary

Incentives Manager forwards the termination code, recoupment information, and verified contracts

to Kathy Williams

Kathy Williams completes the soldier’s out processing

and stores documents electronically

Student Loan Repayment Process TreeStudent Loan Repayment Process Tree

Soldier signs a student loan repayment contract

At the soldier’s 1 year anniversary the soldierfills out a student loan repayment request

form with their unit.

The soldier forwards the form to theirlender for authentication and requests thata promissory note and the repayment form

be sent to the Incentives Manager.

The lender mails and the Incentives Manager receives the promissory

note and request form.

The soldier’s SLRP is processed throughIMARC and the documentation is

stored electronically

SLRP Control number is issuedby the Incentives Manager
