DA Form 5435 "Statement of Understanding - the Selected Reserve Montgomery Gi Bill"

What Is DA Form 5435?

This is a military form that was released by the U.S. Department of the Army (DA) on February 1, 2016. The form, often mistakenly referred to as the DD Form 5435, is a military form used by and within the U.S. Army. As of today, no separate instructions for the form are provided by the DA.

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STATEMENT OF UNDERSTANDING - THE SELECTED RESERVE MONTGOMERY GI BILL
(10 USC CHAPTER 1606)
For use of this form, see AR 621-202; the proponent agency is DCS, G-1.
DATA REQUIRED BY THE PRIVACY ACT OF 1974
Title 10, USC, chapter 1606, and section 552a, title 10, USC.
AUTHORITY:
To explain obligation and eligibility requirements for entitlement under the Selected Reserve Montgomery GI Bill
PRINCIPAL PURPOSE:
(10 USC Chap 1606) and to ensure that your understanding of these conditions is a matter of record. Information
on eligibility and entitlement under the Montgomery GI Bill.
The DoD Blanket Routine Uses may apply to this collection. Also for use by the Department of Veterans Affairs.
ROUTINE USES:
SECTION I - APPLICABILITY
This Statement of Understanding will be completed by all Soldiers on assignment to, or serving in, the Selected Reserve of the U.S. Army,
regardless of Selected Reserve Montgomery GI Bill eligibility status.
SECTION II - INSTRUCTIONS
The service representative is responsible for explaining the Montgomery GI Bill requirements and benefits outlined on this form. Following
the reading, explanation, and affixing of proper signatures, a copy of this form will be filed in the Soldier's official military personnel file
(OMPF).
SECTION III - QUALIFICATIONS
1. Effective 1 July 1985, the Selected Reserve Montgomery GI Bill (SEL RES MGIB) prescribed by AR 621-202, and codified in law (10
USC Chap 1606), provides financial assistance for the pursuit of educational programs approved by the Department of Veteran Affairs
(DVA) to qualified officers, warrant officers, and enlisted Soldiers serving in the Selected Reserve. To qualify for entitlement under the
SEL RES MGIB, I understand that on of after 1 Jul 1985, a Soldier must:
a. Contract to serve at least 6 years in the Selected Reserve by enlisting, reenlisting, or extending an enlistment or reenlistment, in the
Army National Guard of the United States or the U.S. Army Reserve with concurrent assignment to the Selected Reserve. A
commissioned officer or warrant officer must agree to serve in the Selected Reserve for 6 years in addition to any other Selected Reserve
obligation.
b. Be a secondary school graduate. An enlisted Soldier with no previous military service must be a secondary school graduate before
completion of initial active duty for training (IADT).
c. Complete, or have completed, initial active duty for training (IADT) or the equivalent which is required for all accessions including
basic military and technical skill training.
d. Not -
(1) Be an unsatisfactory participant; or
(2) Elect to credit service toward the Montgomery GI Bill for active duty service (38 USC Chap 30): or
(3) Be receiving financial (scholarship) assistance under 10 USC 2107 as a member of the Reserve Officers Training Corps; or
(4) Be pursuing graduate studies or a course of education leading to a degree above a baccalaureate (see paragraphs 2 and 3
below); or
(5) Be serving in an Active Guard Reserve status.
2. Prior to 1 October 1990, Soldiers who had received a baccalaureate degree, or equivalent, or completed a course of instruction required
for award of same, could not qualify for, or were terminated from, educational assistance under the SEL RES MGIB. Since that date, a
Soldier who has received a baccalaureate degree and qualifies under paragraph 1 above, can receive assistance in pursuing additional
courses approved by the Department of Veterans Affairs by contracting for an additional 6 years of Selected Reserve service.
3. Effective 1 October 1990, a Soldier who qualifies under paragraph 1 above and contracts for 6 years of Selected Reserve service;
or a Soldier who is currently under the SEL RES MGIB and contracts for an additional 6 years of Selected Reserve service, may receive
assistance in pursuing vocational, technical, or flight training programs or graduate courses approved by the DVA.
DA FORM 5435, FEB 2016
Page 1 of 3
PREVIOUS EDITION IS OBSOLETE
APD LC v1.02ES
STATEMENT OF UNDERSTANDING - THE SELECTED RESERVE MONTGOMERY GI BILL
(10 USC CHAPTER 1606)
For use of this form, see AR 621-202; the proponent agency is DCS, G-1.
DATA REQUIRED BY THE PRIVACY ACT OF 1974
Title 10, USC, chapter 1606, and section 552a, title 10, USC.
AUTHORITY:
To explain obligation and eligibility requirements for entitlement under the Selected Reserve Montgomery GI Bill
PRINCIPAL PURPOSE:
(10 USC Chap 1606) and to ensure that your understanding of these conditions is a matter of record. Information
on eligibility and entitlement under the Montgomery GI Bill.
The DoD Blanket Routine Uses may apply to this collection. Also for use by the Department of Veterans Affairs.
ROUTINE USES:
SECTION I - APPLICABILITY
This Statement of Understanding will be completed by all Soldiers on assignment to, or serving in, the Selected Reserve of the U.S. Army,
regardless of Selected Reserve Montgomery GI Bill eligibility status.
SECTION II - INSTRUCTIONS
The service representative is responsible for explaining the Montgomery GI Bill requirements and benefits outlined on this form. Following
the reading, explanation, and affixing of proper signatures, a copy of this form will be filed in the Soldier's official military personnel file
(OMPF).
SECTION III - QUALIFICATIONS
1. Effective 1 July 1985, the Selected Reserve Montgomery GI Bill (SEL RES MGIB) prescribed by AR 621-202, and codified in law (10
USC Chap 1606), provides financial assistance for the pursuit of educational programs approved by the Department of Veteran Affairs
(DVA) to qualified officers, warrant officers, and enlisted Soldiers serving in the Selected Reserve. To qualify for entitlement under the
SEL RES MGIB, I understand that on of after 1 Jul 1985, a Soldier must:
a. Contract to serve at least 6 years in the Selected Reserve by enlisting, reenlisting, or extending an enlistment or reenlistment, in the
Army National Guard of the United States or the U.S. Army Reserve with concurrent assignment to the Selected Reserve. A
commissioned officer or warrant officer must agree to serve in the Selected Reserve for 6 years in addition to any other Selected Reserve
obligation.
b. Be a secondary school graduate. An enlisted Soldier with no previous military service must be a secondary school graduate before
completion of initial active duty for training (IADT).
c. Complete, or have completed, initial active duty for training (IADT) or the equivalent which is required for all accessions including
basic military and technical skill training.
d. Not -
(1) Be an unsatisfactory participant; or
(2) Elect to credit service toward the Montgomery GI Bill for active duty service (38 USC Chap 30): or
(3) Be receiving financial (scholarship) assistance under 10 USC 2107 as a member of the Reserve Officers Training Corps; or
(4) Be pursuing graduate studies or a course of education leading to a degree above a baccalaureate (see paragraphs 2 and 3
below); or
(5) Be serving in an Active Guard Reserve status.
2. Prior to 1 October 1990, Soldiers who had received a baccalaureate degree, or equivalent, or completed a course of instruction required
for award of same, could not qualify for, or were terminated from, educational assistance under the SEL RES MGIB. Since that date, a
Soldier who has received a baccalaureate degree and qualifies under paragraph 1 above, can receive assistance in pursuing additional
courses approved by the Department of Veterans Affairs by contracting for an additional 6 years of Selected Reserve service.
3. Effective 1 October 1990, a Soldier who qualifies under paragraph 1 above and contracts for 6 years of Selected Reserve service;
or a Soldier who is currently under the SEL RES MGIB and contracts for an additional 6 years of Selected Reserve service, may receive
assistance in pursuing vocational, technical, or flight training programs or graduate courses approved by the DVA.
DA FORM 5435, FEB 2016
Page 1 of 3
PREVIOUS EDITION IS OBSOLETE
APD LC v1.02ES
NAME
SECTION IV - ENTITLEMENT
I understand that -
1. The date of my basic entitlement to educational assistance under the SEL RES MGIB will be established the day I meet all of the
qualifications specified in section III, paragraph 1, above. I will be eligible to utilize the SEL RES MGIB benefits only when my basic date of
entitlement has been established.
2. When entitlement is established, I will be required to sign a Notice of Basic Eligibility (NOBE) which will fully explain satisfactory
participation, monthly entitlements, authorized nonparticipation, expiration of entitlements, and prohibited duplication of educational benefits.
The NOBE will be provided to me by supporting personnel officials in my command.
3. Any additional Selected Reserve contractual service incurred under section III, paragraphs 2 or 3 above, will not change my basic date of
entitlement established under paragraph 1 above.
SECTION V - BENEFITS
1. If qualified, I will be eligible to receive educational assistance to pursue a program of education in an amount determined by the
Department of Veterans Affairs and as announced annually by Headquarters, Department of the Army.
2. The maximum benefit period is 36 months based on full-time status, or 48 months based on 3/4-time, or 72 months based on 1/2-time
status, or the number of months determined by the Department of Veterans Affairs based on less than 1/2-time status, or any combination
that will not exceed the authorized maximum benefits.
SECTION VI - CAUTION
I understand that -
1. I may be qualified for the SEL RES MGIB and for a bonus under the Selected Reserve Incentive Program (SRIP), or other incentives
such as loan repayments, at the time of my enlistment, reenlistment, or extension in the Army National Guard of the United States or the
U.S. Army Reserve; and
2. I am authorized to reenlist or extend at any time during a current enlistment or reenlistment agreement to qualify for the SEL RES MGIB;
and
3. Regulations governing eligibility for a bonus under the SRIP may specify that the reenlistment or extension must be accomplished within
a certain specified period prior to the expiration of term of service (ETS); and
4. If I reenlist or extend to qualify for the SEL RES MGIB when I am not within the specified period prior to my ETS date, I will be ineligible
for a SRIP bonus.
SECTION VII - TERMINATION OF ENTITLEMENT
(Soldier must initial) I have read the following and I understand that my entitlement to educational assistance will be
terminated under any of the following conditions:
1. If I am declared an unsatisfactory participant per AR 135-91.
2. If I am discharged or separated from the Selected Reserve except --
a. To accept appointment as a commissioned officer or warrant officer with concurrent assignment to the Selected Reserve.
b. To vacate my commission and enlist with concurrent assignment to the Selected Reserve.
c. For disability that occurred after my eligibility date and which is not the result of my own misconduct.
d. If I am involuntarily separated from the Selected Reserve, except under the conditions cited below, I will retain my entitlement to
educational assistance under the SEL RES MGIB until expiration under 5, below. The term "involuntarily separated" refers to separation
from a paid position in the Selected Reserve. If separated during this period I will be considered as being involuntarily separated except
where I am discharged, transferred, or reassigned from the Selected Reserve as a result of the following reasons:
(1) For early retirement.
(2) As a result of unsatisfactory participation, or unsatisfactory performance, or under other adverse conditions including a transfer with
a tentative characterization of under other than honorable conditions.
Page 2 of 3
DA FORM 5435, FEB 2016
APD LC v1.02ES
NAME
SECTION VII - TERMINATION OF ENTITLEMENT (Continued)
(3) If I fail to meet qualifications for membership in the Selected Reserve under law or regulations, to include medical fitness
standards.
(4) If I am immediately eligible for retired pay under any provision of law based on military service.
(5) If I am immediately eligible for an unreduced annuity under the Civil Service Retirement and Disability System or the Federal
Employees Retirement System and I am serving as a military technician.
(6) If I am eligible for separation pay.
(7) If I refuse to accept another position in the Selected Reserve (USAR or ARNGUS) which was offered to me and it was within
reasonable commuting distance of my home or, if outside reasonable commuting distance, was located at or in close proximity to the
location of the unit with which I had been affiliated, and did not require a reduction in my grade.
(8) If I voluntarily enter on extended active duty in the Active Army, or if I enlist or accept an appointment in a Regular component or
another Reserve component for continued service in the Selected Reserve.
(9) If I am not assigned, at the time of transfer or discharge, to an authorized position in the Selected Reserve which qualified me
for basic pay or compensation for inactive duty training.
(10) If I am fully qualified for reenlistment or extension on the date my current enlistment expires, and I request immediate
reenlistment, but nevertheless I am discharged.
3. If I enter on active duty, or full-time active duty under the Active Guard Reserve program.
4. If I receive financial assistance under an ROTC scholarship program (10 USC 2107).
5. When I complete a 10-year period which begins on the date I become entitled to assistance under the Montgomery GI Bill, except as
provided for by the Department of Veterans Affairs.
SECTION VIII - RECOUPMENT
I understand that if I receive financial education assistance and lose entitlement due to unsatisfactory participation I may be required to
refund part of the educational assistance I received, plus interest. The amount of recoupment will be determined by the Department of
Defense and the Department of Veterans Affairs.
SECTION IX - UNDERSTANDING
I have read and understand each of the sections above, have had my questions answered satisfactorily, and understand the Selected Reserve
Montgomery GI Bill eligibility requirements, benefits, entitlement procedures, and caution.
APPLICANT'S SIGNATURE
DATE SIGNED
TYPED OR PRINTED NAME AND RANK
SECTION X - CERTIFICATION BY SERVICE REPRESENTATIVE
I certify that I have witnessed the reading and signing of the above agreement and the signature appearing above is that of the applicant.
DATE SIGNED
SIGNATURE OF SERVICE REPRESENTATIVE
TITLE
TYPED OR PRINTED NAME AND RANK
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DA FORM 5435, FEB 2016
APD LC v1.02ES
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