AR 621-1 ADVANCED EDUCATION PROGRAMS AND REQUIREMENTS FOR MILITARY PERSONNEL

https://armypubs.army.mil/epubs/DR_pubs/DR_a/ARN37674-AR_621-1-000-WEB-1.pdf

*This regulation supersedes AR 621–1, dated 11 December 2019.
AR 621–1 • 8 May 2024
UNCLASSIFIED
Headquarters
Department of the Army
Washington, DC
*Army Regulation 621 –1
8 May 2024 Effective 8 June 2024
Education
Advanced Education Programs and Requirements for Military Personnel
History. This publication is a major revision. The portions affected by this major revision are listed in the summary of change.
Authorities. This regulation implements Section 2005, Title 10, United States Code; Section 2013, Title 10, United States Code;
Section 7401, Title 10, United States Code; DoDI 1322.06; and DoDI 1332.10.
Applicability. This regulation applies to the Regular Army, the Army National Guard/Army National Guard of the United States, and
the U.S. Army Reserve. This regulation also applies to all agencies, activities, and Army commands or units directly under or depend-
ent upon Headquarters, Department of the Army for personnel support. It does not apply to general officers or Army Medical Depart-
ment personnel in accordance with AR 351 –3.
Proponent and exception authority. The proponent of this regulation is the Deputy Chief of Staff, G –1. The proponent has the
authority to approve exceptions to this regulation that are consistent with controlling law and regulations. The proponent may delegate
this approval authority, in writing, to a division chief within the proponent agency or its direct reporting unit or field operating agency,
in the grade of colonel or the civilian equivalent. Activities may request a waiver to this regulation by providing justification that includes
a full analysis of the expected benefits and must include formal review by the activity’s senior legal officer. All waiver requests will be
endorsed by the commander or senior leader of the requesting activity and forwarded through their higher headquarters to the policy
proponent. Refer to AR 25–30 for specific requirements.
Army internal control process. This regulation contains internal control provisions in accordance with AR 11–2 and identifies key
internal controls that must be evaluated (appendix B).
Suggested improvements. Users are invited to send comments and suggested improvements on DA Form 2028 (Recommended
Changes to Publications and Blank Forms) directly to usarmy.pentagon.hqda-dcs-g-1.mbx.publishing-team@army.mil.
Distribution. This regulation is available in electronic media only and is intended for the Regular Army, the Army National Guard/Army
National Guard of the United States, and the U.S. Army Reserve.
SUMMARY of CHANGE
AR 621 –1
Advanced Education Programs and Requirements for Military Personnel
This major revision, dated 8 May 2024—
• Adds the requirement for a report of periodic health assessment and dental examination within 60 days
of course start date. (para 7–4b(7)).
• Adds the requirement for standards of fitness and readiness to applicants for advanced civilian
schooling (paras 5–8 and 8–7b).
• Updates application requirements (para 8 –7).
AR 621–1 • 8 May 2024 i
Contents (Listed by chapter and page number)
Summary of Change
Chapter 1
Scope and Goals of the Programs, page 1
Chapter 2
The Army Educational Requirement System Review, page 4
Chapter 3
Determination of Graduate Education Requirements, page 5
Chapter 4
Utilization of Personnel, page 6
Chapter 5
Administration of the Civilian Schooling Programs, page 8
Chapter 6
Fully-Funded Schooling, page 15
Chapter 7
Partially-Funded Long Course Programs, page 20
Chapter 8
Training with Industry Program, page 23
Chapter 9
Short Course Training, page 27
Chapter 10
Headquarters, Department of the Army Strategic Broadening Seminars, page 28
Appendixes
A. References, page 29
B. Internal Control Evaluation, page 31
Glossary of Terms
AR 621–1 • 8 May 2024 1
Chapter 1
Scope and Goals of the Programs
1–1. Purpose
This regulation establishes policies and assigns responsibilities and processes for full-time educational
programs (fully- and partially-funded) for active duty commissioned officers, warrant officers (WOs), and
noncommissioned officers (NCOs) in civilian schools, institutions, commerce, Training with Industry (TWI)
programs, and Service schools offering accredited degrees pursuant to Sections 2005, 2013, and 7401,
Title 10, United States Code (10 USC 2005, 10 USC 2013, and 10 USC 7401). Throughout the docu-
ment, unless otherwise specified, the term “officers” includes both commissioned officers and WOs.
1–2. References, forms, and explanation of abbreviations
See appendix A. The abbreviations, brevity codes, and acronyms (ABCAs) used in this electronic publica-
tion are defined when you hover over them. All ABCAs are listed in the ABCA directory located at
https://armypubs.army.mil/.
1–3. Associated publications
This section contains no entries.
1–4. Responsibilities
a. Assistant Secretary of the Army (Acquisition, Logistics and Technology). On behalf of the ASA
(ALT), the Director, U.S. Army Acquisition Support Center will—
(1) Coordinate, process, and forward to the U.S. Army Human Resources Command (HRC) applicants
to the advanced degree training and TWI programs for the Director, Acquisition Career Management.
(2) Validate positions requiring Army officers with specific civilian education in accordance with Army
Educational Requirement System (AERS).
(3) Consolidate all applicable The Army Authorization Document System–Redesign (TAADS – R) posi-
tions.
(4) Manage database of TAADS –R validated positions.
(5) Review and consolidate all positions received from proponents Commanding General (CG), HRC
or the Deputy Chief of Staff (DCS), G – 1.
(6) Identify and validate those positions where advanced civilian schooling (ACS) and TWI are essen-
tial for the performance of duty. Forward validation requests to HRC for addition or deletion from AERS.
b. Deputy Chief of Staff, G –1. The DCS, G– 1 will establish policies and procedures to––
(1) Develop pertinent civilian schooling programs.
(2) Ensure a validation process occurs for officer positions where graduate education is essential for
optimum performance of duty.
(3) Fill validated positions with personnel who received appropriate ACS or TWI as required by the po-
sition, when possible.
(4) Validate basic branch key developmental positions for ACS or TWI as required by the position,
when possible.
(5) Ensure that the CG, HRC will––
(a) Consolidate all validated positions.
(b) Execute the ACS program in accordance with DoDI 1322.10.
(c) Manage and conduct an annual review of the AERS database in The Army Authorization Document
System (TAADS).
(d) Manage the TAADS database of validated positions for ACS and TWI.
(e) Approve nominations, fill validated positions, and issue assignment instructions for travel to and
from full-time schooling.
(f) Approve or disapprove required waivers.
(g) Develop budget estimates and manage and execute the annual budget.
(h) Provide instructions for payment of school-related expenses.
AR 621–1 • 8 May 2024 2
(i) Provide an annual review report of TAADS– R validated positions to the DCS, G –1 and the DCS,
G–3/5/7, and upon request to DoD, the applicable Army command (ACOM), Army service component
command (ASCC), direct reporting unit (DRU), agency, activity, or proponent.
(j) Approve or disapprove curtailments.
c. Deputy Chief of Staff, G –3/5/7. The DCS G – 3/5/7 will––
(1) Prioritize and program resources to fund select programs governed by this regulation.
(2) Approve all requests for the validation of education requirements in table of organization and equip-
ment (TOE) and table of distribution and allowances (TDA) documents.
(3) Document TOE and TDA with appropriate AERS codes.
d. Chief, National Guard Bureau. The CNGB will develop policies pertinent to civilian schooling pro-
grams for Active Guard Reserve (AGR) personnel. Separate guidance will be published annually.
e. Chief of Army Reserve. The CAR will develop policies pertinent to civilian schooling programs for
AGR personnel. Separate guidance will be published annually.
f. Commanders of Army commands, Army service component commands, and direct reporting
units. Commanders of ACOMs, ASCCs, and DRUs will––
(1) Validate positions requiring Army officers with specific civilian education in accordance with AERS.
(2) Consolidate all applicable TAADS –R positions.
(3) Manage database of TAADS –R validated positions.
(4) Review and consolidate all positions received from proponents CG, HRC or the DCS, G –1.
(5) Identify and validate those positions where ACS and TWI are essential for the performance of duty.
Forward validation requests to HRC for addition or deletion from AERS.
g. Commanding General, U.S. Army Training and Doctrine Command. In addition to the responsibili-
ties listed in paragraph 1–4f, CG, TRADOC will––
(1) Provide personnel to meet planned requirements.
(2) Annually review requirements for positions in which the incumbent must possess a graduate or un-
dergraduate degree or TWI experience. Requirements for ACS and TWI are not interchangeable.
(3) Submit requests for validation, revalidation, deletion, or changes, as required, through the appropri-
ate command for review and final approval.
(4) Annually review positions submitted for validation or revalidation and conduct a force structure re-
view to identify similar positions worthy of validation in other Army organizations.
(5) Recommend validation or changes to AERS to the ACOM, ASCC, and DRU.
(6) Recommend approval or disapproval of positions submitted for validation.
h. Superintendent, U.S. Military Academy; Commandant, U.S. Army War College; and Director, Na-
tional Intelligence University. In addition to the responsibilities listed in paragraph 1–4f, the Superinten-
dent, USMA; Commandant, AWC; and Director, National Intelligence University will––
(1) Provide military administration of all students assigned or attached to their headquarters.
(2) Promote notifications, pay, discipline, medical care, supply, transportation, processing of academic
reports (see AR 623– 3), leave of absence, and supply of Department of the Army (DA) publications. Stu-
dents may correspond directly with the headquarters to which assigned or attached on matters affecting
their duty or assignment. Students attached to a defense attaché office (DAO) will forward all official cor-
respondence through their DAO.
1–5. Records management (recordkeeping) requirements
The records management requirement for all record numbers, associated forms, and reports required by
this publication are addressed in the Records Retention Schedule–Army (RRS– A). Detailed information
for all related record numbers, forms, and reports are located in Army Records Information Management
System (ARIMS)/RRS– A at https://www.arims.army.mil. If any record numbers, forms, and reports are not
current, addressed, and/or published correctly in ARIMS/RRS– A, see DA Pam 25 –403 for guidance.
1–6. Training agencies
Training agencies and elements of the Army that request training and assign personnel include:
a. Career branches and Army elements.
(1) Office of the Chief of Chaplains.
(2) Office of The Judge Advocate General.
(3) Army Acquisition Corps (AAC).
(4) USMA.
AR 621–1 • 8 May 2024 3
(5) TRADOC and non-TRADOC branch/functional area proponents (or personnel developers as de-
fined in AR 600 –3).
(6) TRADOC schools and centers (for Cooperative Degree Programs (CDPs)).
(7) ACOMs, ASCCs, DRUs, and staff elements of Headquarters, Department of the Army (HQDA) for
short course training.
(8) U.S. Special Operations Command.
(9) Command and General Staff College.
(10) AWC.
b. Career divisions of U.S. Army Human Resources Command.
(1) Operations Division (ANHR – OPA– P).
(2) Operational Support Division (AHRC –OPB – P).
(3) Force Sustainment Division (AHRC –OPC– P).
(4) Health Service Division (AHRC –OPH– MS).
(5) Enlisted Personnel Management Division (AHRC – EP).
1–7. Objectives
The advanced education programs support the following Army objectives:
a. Encourage commissioned officers to obtain an advanced degree in a field related to one of their
specialties by taking part in off-duty educational programs.
b. Educate selected officers on a full-time basis to an advanced degree level to meet needs validated
by the AERS.
c. Encourage all career WOs to obtain their associate degree in a field related to their specialty by the
time they reach their fifth year of WO service. Encourage WOs to obtain a baccalaureate degree by the
13th year of WO service in a field related to their functional specialty by taking part in off-duty education
programs.
d. Educate selected WOs on a full-time basis to an advanced degree level (associate, baccalaureate,
or master’s) for needs validated by the AERS.
e. Educate selected NCOs on a full-time basis to an advanced degree level (associate, baccalaureate,
or master’s) to meet the goals defined by applicable branch proponents.
f. Educate officers and senior NCOs who normally have contact with civilian industries in performing
official duties. TWI programs provide knowledge, experience, and perspectives on industrial management
and operational technique. This training also applies to positions with responsibilities that parallel industry
functions. This training is not available through the military service school system nor through civilian col-
leges or universities.
g. Prescribe the procedures for identifying, validating, and filling AERS positions where ACS or TWI is
essential for optimum performance of duties for––
(1) Commissioned officer with graduate degrees or graduate-level training.
(2) WO with bachelor’s or master’s degrees.
(3) TWI participants with specialized training.
1–8. Scope
a. This regulation provides policies for full-time educational programs (fully- and partially-funded) for
active duty commissioned officers, WOs, and NCOs in civilian schools, institutions, commerce, or industry
at civilian institutions for Regular Army (RA) personnel.
(1) Fully-funded long course programs. While attending civilian schooling, personnel receive full pay
and allowances with the majority of the tuition and other schooling costs being assumed by the U.S.
Army. Soldiers attend school instead of performing usual military duties.
(2) Partially-funded long course programs. While pursuing a graduate degree, the Soldier receives full
pay and allowances with the majority of tuition and other schooling costs paid by the Soldier from per-
sonal funds and/or benefits to which the Soldier is entitled. Soldier attends school instead of performing
usual military duties. Partially-funded programs include the Degree Completion Program (DCP) and CDP.
(3) Training with Industry. Provides training and/or development of skills in U.S. private sector proce-
dures and practices not available through existing military or ACS programs or other established training
and education programs.
AR 621–1 • 8 May 2024 4
(4) Short course training at civilian institutions for Soldiers on active duty. Provides procedures for mili-
tary personnel to attend short courses of less than 20 weeks at civilian institutions or other Federal agen-
cies.
b. Study leading to a degree in religion or theology is not covered by this regulation. For programs
sponsored by the Chief of Chaplains refer to AR 165 – 1.
c. Programs sponsored by the Surgeon General are not covered by this regulation. For advanced
medical or dental education refer to AR 351 – 3.
Chapter 2
The Army Educational Requirement System Review
2–1. General
a. The AERS review ensures positions that require incumbents to possess an advanced education de-
gree are reviewed for validation.
b. The annual review serves the following purposes:
(1) Allows for the detailed review of previously approved positions and positions approved on an in-
terim basis.
(2) Encourages the identification of new positions not previously considered for validation.
2–2. Request preparation
a. Organizations will review their requirements for positions in which the incumbent must possess an
advanced degree and will submit requests for validation of positions through the appropriate proponent to
the appropriate ACOM, ASCC, DRU, agency, and/or activity who forwards to the DCS, G –3/5/7
(DAMO– FM) for final approval. Requests will consist of a separate justification memorandum for each po-
sition. A cover letter will be used to transmit multiple requests and will include:
(1) The total number of positions for which validation is requested.
(2) A listing of positions approved on an interim basis for which final validation is requested.
b. Minimum memorandum requirements will include:
(1) Reason for request (addition, deletion, revalidation, and/or change).
(2) Civilian education level (CEL) (bachelor’s degree, master’s degree, doctoral degree, or TWI). WO
positions cannot be validated below the bachelor’s or above the master’s degree level.
(3) Academic discipline code. Use the three-letter Total Officer Personnel Management Information
System (TOPMIS) metadata code available at https://hrcmetahelper.hrc.army.mil/ (common access card
(CAC) required).
(4) ACOM, ASCC, and DRU endorsement.
(5) Installation activity requisition code for the unit in which the position is authorized from latest ap-
proved current authorization document (if applicable).
(6) Unit identification code.
(7) TDA or modified TOE unit identification code from the current authorization document.
(8) Paragraph and line number from current authorization document.
(9) Grade.
(10) Branch/area of concentration (11A, 25A, 92A), branch immaterial position code (01A, 02A), or
functional area and area of concentration code (45A, 49A, 90A) for the position.
(11) Position duty title and description. Give a brief description of duties for the position, emphasizing
specific functions to be performed by the individual filling the position.
c. Commanders or supervisory echelons reviewing requests will ensure adequacy, completeness, and
accuracy of the cover letter and memorandums. Commanders must also consider the mission essential-
ness of positions being recommended for validation. Particular attention will be directed toward con-
sistency in degree and academic discipline requirements for like positions in similar units, agencies, and
activities.
d. Once approved, the DCS, G – 3/5/7 will forward all validated positions to the CG, HRC. The CG,
HRC will assign an AERS control number for the assignment process (when applicable) and maintain an
approved copy of all validation memorandums.
AR 621–1 • 8 May 2024 5
2–3. Validation
a. Each proponent will identify any positions where civilian schooling is necessary for optimum perfor-
mance of duties, based upon a review of the requests for validation, an analysis of the force structure,
and an analysis of officer and NCO professional development patterns.
(1) DoDI 1322.10 states validated positions are those with qualifications that normally may be acquired
only through graduate education in a relevant field of study to optimally perform the primary duties. Such
education will enable the officer or NCO to comprehend theories, principles, terminology, processes, and
techniques necessary for effective evaluation, supervision, or management of complex programs.
(2) Basic branch key developmental assignments at the captain through lieutenant colonel levels are
validated for utilization by the DCS, G –1 in accordance with DoDI 1322.06, in that they require officers to
conduct effective staff planning, coordination, command, and/or advisory functions. ACOMs, ASCCs,
DRUs, agencies, and/or activities must update TAADS –R to reflect DCS, G –1 validation of basic branch
key developmental assignments and continue to review and update annually.
b. At a minimum, the proponent will recommend positions determined as worthy of validation on an an-
nual basis.
c. The appropriate ACOM, ASCC, DRU, agency, and/or activity validates each position prior to for-
warding a final copy of the validation memorandum to the DCS, G –3/5/7 (DAMO – FM). The unit’s authori-
zation document will be reviewed and updated annually to reflect each approved AERS position in
TAADS –R. This will be accomplished by the applicable activity in accordance with AR 71 –32.
d. The CG, HRC will maintain validation memorandums, assign an AERS control number for the as-
signment process (where applicable), and conduct an annual review of validated positions listed in
TAADS –R each October.
e. The CG, HRC will provide an annual review report of TAADS –R validated positions to the DCS,
G–1 and upon request to the DCS, G – 3/5/7, DoD, or applicable ACOM, ASCC, DRU, agency, activity, or
proponent.
2–4. Interim validations
Interim validations are reserved for positions that result from an agency’s establishment or significant up-
grade in mission between annual reviews. These positions require immediate validation as AERS posi-
tions. Interim validations are temporary, and all positions approved on an interim basis will be submitted
prior to the next scheduled AERS review for final validation. Agencies will submit all requests for interim
validation through the appropriate proponent for review and recommendation of approval or disapproval
to appropriate ACOM, ASCC, DRU, agency, and/or activity who will forward to CG, HRC (AHRC – OPL– C)
for addition to the AERS database and tracking. A cover letter will address the extraordinary reasons for
the interim validation, including the impact of delaying validation until the next AERS review.
Chapter 3
Determination of Graduate Education Requirements
3–1. General
a. The determination of requirements begins by requesting agencies reviewing their organizations in
order to identify positions where ACS is essential for optimum performance of duties. An advanced de-
gree is any degree above the minimum entry requirements of the area of concentration. Typically, this
would equate a bachelor’s degree for NCOs and WO and master’s degree for an officer. Provisions in this
regulation and documentation process allow for the documentation to require advanced degrees one (96
(Masters)) and two (98 (PhD)) levels above the entry minimum. Such positions require detailed, thorough,
and explicit knowledge in an educational or technical field. This knowledge enhances unit preparedness
for mobilization, staff planning, coordination, and command advisory functions. It includes the capability to
comprehend theories, principles, terminology, processes, and techniques necessary for efficient ap-
praisal, evaluation, and revision of complex programs. This review should also ensure the schooling re-
quirements cannot be satisfied through civilian education short course training or through the Army
School System.
b. Graduate education at the grade of captain, major, and lieutenant colonel provides the officer the
necessary skills to meet specific position requirements, which are generally narrow in scope and deep in
technical application. This scope tends to broaden as one advances to the grade of colonel where execu-
tive leadership duties primarily prevail. At the colonel level, the officer’s professional development has
AR 621–1 • 8 May 2024 6
been complemented by graduate education, functional and professional military schooling, and a vast de-
gree of military experience. HRC annually develops civilian schooling input, by specialty and academic
discipline, at the grade of captain, major, and lieutenant colonel to create an inventory of officers at all
grades that possess knowledge to satisfy AERS requirements.
c. Graduate education for NCOs provides the necessary intellectual skill set to meet position require-
ments. As the NCO advances in rank, this skill set broadens along with the NCOs increasing military ex-
perience. HRC annually develops civilian schooling input, by specialty and academic discipline, at the ap-
propriate time-in-grade to create an inventory of NCOs at all grades that possess knowledge to satisfy
AERS requirements.
d. Excepted positions, as defined in the glossary, will not be requested under the provisions of this reg-
ulation unless the position requires additional graduate education.
3–2. Requesting officials
Requests for AERS positions will be compiled and validated by DA staff agencies, ACOM, ASCC, DRU,
and other Army activities where requirements exist for Army personnel with graduate-level education
within DoD agencies. These agencies will also submit requests in order to develop a sufficient training
program to support all requirements imposed upon the Army.
3–3. Identification of positions
a. Commissioned officer positions will be identified by branch or functional area, grade, (CEL, Master
(96), TWI (97) or PhD (98)), and appropriate academic code.
b. Positions should not be identified for validation that require captains to have education at the doctor-
ate level. Normally captains do not have sufficient service to complete required military professional de-
velopment and civilian educational level.
c. WO and NCO positions will be identified by military occupational specialty (MOS), CEL (Bachelor
(96), TWI (97) or Master (98)), and appropriate three-letter academic discipline code.
d. ACS requirements must always support a position’s primary function. Position primary functions are
represented by the branch or functional area. In determining the appropriate academic discipline for a po-
sition, requesting agencies must ensure the academic discipline requested supports the branch or func-
tional area authorized for the position.
Chapter 4
Utilization of Personnel
4–1. General
a. Officers and NCOs who received an advanced degree through an Army civilian schooling program
are required to serve in an initial AERS validated position for a minimum of 24 months.
b. All officers with advanced civilian degrees are eligible for assignment to AERS validated positions.
In addition to those who receive an advanced degree through an Army civilian schooling program are of-
ficers who—
(1) Enter active duty with an advanced degree.
(2) Acquire an advanced degree on their own after entry into the Army.
c. Officers who have received Army-funded ACS in support of a functional area or basic branch will
have their functional designation (FD) locked to that respective functional area or basic branch. Officers
who are designated into their functional area or basic branch because of ACS training do not participate
in the FD board process. This does not apply to officers participating in the Expanded Graduate School
Program (EGSP) or nonspecific programs such as the USMA rotating instructor program. Officers in
EGSP or nonspecific programs will participate in the FD board process.
d. NCOs who received an advanced degree through an Army civilian schooling program are required
to serve in an initial AERS validated position as indicated by their training agency.
4–2. Army Educational Requirement System utilization tour
a. Initial tour. DoDI 1322.06 and DoDI 1322.10 specifies officers who attend ACS for 12 months or
more will serve an initial utilization tour in an AERS validated position for graduate education. This utiliza-
tion will be for a minimum of 24 months and will normally occur immediately following completion of the
AR 621–1 • 8 May 2024 7
education. This policy applies to both DA fully-funded and partially-funded programs. Officers may partici-
pate in partially-funded education without tuition reimbursement (CDP and DCP) for 12 consecutive
months or less to complete a graduate degree without the obligation of assignment to a designated billet.
Personnel who serve a dependent-restricted tour or an unaccompanied tour for their initial tour are re-
quired to serve the remaining months in a valid AERS position on their subsequent tour.
b. Subsequent tours. DoDI 1322.06 and DoDI 1322.10 state that officers with an advanced civilian ed-
ucation degree will serve in as many subsequent AERS utilization assignments as Army requirements
and professional/career development considerations will permit. Subsequent utilization assignments will
occur primarily at the lieutenant colonel and colonel level and will be in AERS validated positions.
4–3. Personnel requisitions
Personnel requisitions to fill validated ACS positions are K type (DA special requisitions). Requisitions for
military personnel that have received funded graduate-level education will not be considered valid unless
they have fulfilled their initial AERS utilization requirement. Assignment instructions (when applicable) will
include the AERS number for a validated AERS position in which utilization will be performed. HRC will
maintain an education assignment consideration code on civilian educated officers in the Electronic As-
signment Coordination System until they have fulfilled their entire initial utilization requirement. Refer to
AR 614 –100 for additional guidance on personnel requisitions.
4–4. Personnel deferrals
The CG, HRC is the approval authority for all requests for deferral from initial AERS utilization assign-
ments, except for officers in the Judge Advocate General’s Corps (JAGC) and the Chaplain Corps. HRC
will exercise deferral authority for reasons such as attendance at certain military schools or selection for
command. Initial AERS utilization assignments for JAGC and Chaplain Corps personnel will be deferred
only as directed by The Judge Advocate General or the Chief of Chaplains, as appropriate.
4–5. Personnel diversions
a. Initial Army Educational Requirement System tours. The diversion of an officer or NCO from an ini-
tial AERS utilization assignment is an indication the position may not justify the expense, in time and
money, to educate an individual to fill the position. The gaining command has the responsibility to ensure
officers or NCOs assigned against validated AERS positions are properly utilized. Failure to properly use
AERS assets on their initial utilization tour may result in canceling the validation of the AERS position
and/or the reassignment of the officer or NCO. Additionally, an officer or NCO who is diverted from his or
her initial AERS assignment for which the officer or NCO is qualified (unless the diversion is to another
AERS validated position) will lose utilization credit for the period of the diversion. The officer or NCO will
complete the remainder of the initial utilization tour immediately following the diversion. Upon assignment
of an AERS asset (for an initial utilization tour) to a validated position, no further requisitions for a replace-
ment for that position will be honored for a period of 24 months or until the asset is reassigned by HQDA.
b. Subsequent Army Educational Requirement System tours. In consideration of individual profes-
sional development and priority organizational requirements, it may become necessary for commands or
agencies to divert an individual from serving a subsequent tour in a validated AERS position. While such
diversions do not constitute misuse of the officer or NCO, they do place the vacated AERS position in
jeopardy of cancellation. Commands and agencies who divert officers or NCOs from subsequent utiliza-
tion in an AERS position should be aware that requisitions to fill the vacated position may not be filled due
to a lack of officer or NCO personnel.
4–6. Personnel curtailment
a. The CG, HRC is the approval authority for all requests for curtailment of initial AERS utilization, ex-
cept for officers in the JAGC and the Chaplain Corps. Curtailment of JAGC and chaplain personnel will be
done only as directed by The Judge Advocate General or the Chief of Chaplains, as appropriate. Ap-
proval by HRC of the curtailment request will—
(1) Authorize the reassignment of the AERS asset as the command/agency desires.
(2) Create an AERS position vacancy for which a K type requisition (DA special requisitions) can be
submitted.
b. Commands or agencies desiring to curtail an officer from AERS utilization will submit a request in
writing to the CG, HRC with a justification for the curtailment.
AR 621–1 • 8 May 2024 8
c. HRC will fill vacated AERS positions, provided the position is Dynamic Distribution System sup-
ported and assets are available for assignment. Officers who receive curtailment of their initial AERS utili-
zation will complete the remainder of the utilization (to 24 months) at the next available opportunity. HRC
will maintain an education assignment consideration code on civilian educated officers in the Electronic
Assignment Coordination System and on the Soldier Record Brief until they have fulfilled their complete
utilization requirement.
Chapter 5
Administration of the Civilian Schooling Programs
5–1. General
This chapter discusses the administrative policies to be followed in determining requirements, planning,
and conduct of educational and training programs.
5–2. Determining requirements
a. Educational training requirements for commissioned officers, WOs, and NCOs are based on TAADS
AERS validated positions and branch/functional area requirements expressed in DA Pam 600 – 3 and DA
Pam 600– 25.
b. Army Acquisitions Corps (AAC) by the validated military acquisition position list (MAPL).
c. Requirements for education-based retention incentive programs will be determined by the DCS,
G–1 Director of Military Personnel Management (DMPM), in coordination with HRC (AHRC –OPL –C).
d. Additional requirements proposed and funded by proponents or training agencies will be validated
by the DCS, G – 1 DMPM in coordination with the DCS, G–3/5/7 (DAMO –TR) and HRC (AHRC– OPL – C).
e. Branch proponents may select and fund NCOs for attendance at civilian institutions to obtain ad-
vanced degrees.
5–3. Prior civilian education
a. Army personnel may not enroll in any full-time Army educational program to obtain a second degree
at the same academic level (for example, master’s or baccalaureate) if the first degree was obtained
through one of the military Services’ full-time educational programs.
b. Personnel may be considered on a case-by-case basis for a same level degree program described
in this regulation if the current degree was obtained during off-duty hours, before entry on active duty, or
in a different academic discipline, dependent upon the needs of the Army. This exception applies only to
programs covered by this regulation and not to a voluntary education program in accordance with AR
621 –5, which prohibits use of tuition assistance toward a second, same/level degree regardless of the
funding resource or when the degree was obtained.
c. Any proposed education-based retention incentive program contract will include a stipulation that if
the officer/NCO elects to attend school via another full-time education program, his or her retention incen-
tive contract will be void.
5–4. Contacts with training institutions
a. Civilian institutions. Personnel applying for schooling governed by this regulation are authorized di-
rect contact with the schools to which they are applying; however, applicants wanting to attend the De-
fense Comptrollership Program at Syracuse University must apply to their respective career division.
(1) Commercial and industrial institutions. Contacts with commercial and industrial institutions to se-
cure training under the TWI Program will be made by the HQDA proponent or HRC–OPL –C as required.
(2) Visits to institutions. On approval from the CG, HRC, visits to institutions may be made by person-
nel from the responsible training agencies to determine student progress and to maintain general liaison.
(3) Complaints. Any complaints or criticisms related to the training of Soldiers (by or about Soldiers)
will be reported to HRC (AHRC – OPL –C).
b. Training agencies. Training agencies are authorized direct contact with schools to discuss tuition
reductions for their personnel and/or to discuss specific educational needs. Any tuition agreements
reached must be coordinated with HRC (HRC –OPL – C) prior to implementation. In no case will a training
agency guarantee the attendance of a specific number of students at any civilian institution.
AR 621–1 • 8 May 2024 9
5–5. Selection and notification of students
a. Applicants will be selected for nomination by the proper training agency (see para 1 –6).
b. All long course programs governed by this regulation are voluntary as the Soldier incurs an active
duty service obligation (ADSO) for officers outlined in AR 350 –100 or enlisted with service remaining re-
quirement (SRR) in AR 614 –200.
c. Specific qualifications, application, nomination, selection, and approval processes are outlined in the
following chapters:
(1) Fully-funded programs, chapter 6 applies.
(2) DCP, chapter 7 applies.
(3) CDP, chapter 7 applies.
(4) TWI Program, chapter 8 applies.
(5) Short Course Program, chapter 10 applies.
5–6. School and program selection
a. All long and short course education governed by this regulation will be conducted at institutions ac-
credited by an accrediting organization recognized by the U.S. Department of Education.
b. All long course programs will maintain the student in a full-time status with the educational institution
to include summer sessions.
c. Except as noted in the appropriate chapter, all courses of study for programs governed by this regu-
lation will be in a traditional classroom setting at a main campus of the civilian institution. The following
program types will not be selected:
(1) Online degree programs.
(2) Programs at satellite campuses on military installations, storefronts, or other non-traditional campus
setting.
(3) Executive or working professional type programs where courses are taken at night and/or on week-
ends. This includes hybrid programs that combine online and night/weekend courses.
(4) Higher academic institutions that facilitate accelerated coursework, as such institutions do not allow
participants to fully enroll in a full-time course load.
d. Courses as part of a traditional program offered in the evening will not necessarily be construed as
being a night program.
e. Exceptions for less than full-time attendance, online classes, or distance learning classes as part of
a traditional program will be requested with the nomination packet and must receive approval from HRC
(AHRC –OPL– C).
5–7. Assignment instructions and travel
a. Assignment instructions for long course instruction. Assignment to a school with 20 weeks or more
will constitute a permanent change of station (PCS), excluding DCP and CDP. Upon receipt of a final ap-
proval of training from AHRC –OPL –C, training agencies will request assignment instructions. Instructions
for all PCS assignments for students will be issued by the applicable career division at HRC. This in-
cludes assignment instructions removing students from their assignments at civilian institutions. Assign-
ment instructions directing removal will be published only upon:
(1) Successful completion of a course or program of instruction.
(2) Failure to complete degree requirements in the authorized period of study.
(3) Failure of a student to meet the academic standards set by the institutions or HRC.
(4) Medical, disciplinary, or other reasons as determined by the training agency.
(5) Needs of the Army.
b. Assignment instructions assigning personnel to civilian institutions.
(1) Assignment instructions will specify a reporting date no earlier than 10 days before the first day of
class or earliest date required to be present at the university. Requests for exceptions in excess of 10
days must be endorsed by the training agency, accompanied by an agreement of gainful employment,
and submitted through the student detachment commander to CG, HRC (AHRC – OPL– C) for final ap-
proval.
(2) Assignment instructions for all personnel into or out of fully-funded programs and TWI will include
the AERS number to which the student will be assigned.
(3) Field commanders will issue temporary duty (TDY) assignment instructions for DCP and CDP.
Training agencies will utilize administrative absence instructions in accordance with AR 600– 8 –10.
AR 621–1 • 8 May 2024 10
(4) Field commanders will issue TDY assignment instructions for short course instructions. The agency
requesting the training will provide TDY travel and per diem funds.
c. Travel. Funds for TDY travel and per diem are not programmed as part of fully- or partially-funded
programs. Personnel applying for programs governed by this regulation are encouraged to avoid pro-
grams of study that require travel.
(1) Student travel. Students may request travel funding from their training agency or the organization
to which they will be assigned if the research or attendance will benefit the proponent or organization.
Students may also travel at no cost or administrative absence in accordance with AR 600 –8 – 10. The stu-
dent is responsible for making all travel arrangements.
(a) Students may apply for scholarships, fellowships, or grants to support travel costs from an entity
that does not have interests or have a majority of members with interests that could be substantially af-
fected by the individual’s performance level of their official duties.
(b) Prior to accepting the scholarship or grant, the student will request approval from HRC
(AHRC –OPL– C) who will ensure proper ethics official or designee determines that the scholarship or
grant is part of an established program of grants or awards that has written standards for choosing recipi-
ents and that is funded, wholly or in part, to ensure it may continue to award recipients on a regular basis;
or, the scholarship or grant is established for the benefit of DoD personnel and recipients are selected
pursuant to written standards established in this publication or, where the scholarship or grant is available
only to Servicemembers, by the Secretary of the military department concerned. These criteria are in ac-
cordance with Section 103, Part 3601, Title 5, Code of Federal Regulations (5 CFR 3601.103).
(2) Travel within the United States. Students will submit requests for TDY travel to the appropriate
training agency a minimum of 90 days prior to the desired date of departure. Requests will contain justifi-
cation that the travel is required by the institution. All requests must be endorsed by the student’s aca-
demic advisor and training agency, and submitted to HRC (AHRC –OPL –C) for final approval. Information
copies will be sent to the proper student detachment.
(3) Travel outside the United States. Students in programs governed by this regulation are not permit-
ted to travel to hazardous duty areas. Students who desire to travel to approved overseas areas in con-
junction with study abroad as a part of their overall academic program may do so at their own expense
unless funding is provided by their training agency. All requests must be endorsed by the student’s aca-
demic advisor, student detachment commander, and/or training agency and submitted to HRC
(AHRC –OPL– C) 120 days before desired date of departure for final approval. The additional requirement
allows for approval through HRC (AHRC – OPL– C) travel coordination through the applicable student de-
tachment, passport processing, country clearances, and administrative processing. The student is re-
sponsible for making all travel arrangements.
5–8. Healthcare and medical readiness
a. Healthcare.
(1) While enrolled in ACS, students maintain medical readiness and receive healthcare through the
nearest medical treatment facility (MTF) or through Tricare. Each student’s medical care procedures will
be established during in-processing.
(2) The ACS student is responsible for reporting medical (including mental health) and health issues to
their commander that may affect his or her readiness to deploy or fitness to continue serving in an active
status.
b. Medical readiness.
(1) Medical readiness (periodic health assessment, deployment-limiting medical conditions, dental
readiness, immunizations, current human immunodeficiency virus (HIV) test, hearing readiness, vision
readiness, and pregnancy) is monitored by the unit to which the ACS student is assigned.
(2) The ACS student is responsible for maintaining elements of medical readiness via his or her pri-
mary care manager (PCM), the nearest MTF, or Reserve Health Readiness Program opportunities.
(3) A medical condition that:
(a) Results in a significant functional or activity limitation requiring a permanent profile with physical
profile designator (physical capacity, upper, lower, hearing, eyes, psychiatric (PULHES)) of 3 or 4, or;
(b) Has been temporarily profiled and has stabilized, or;
(c) Cannot be stabilized in a reasonable period of time for up to 12 months and impacts successful
performance of duty, or;
AR 621–1 • 8 May 2024 11
(d) Is subject to Military Occupational Specialty Administrative Retention Review or Medical Evaluation
Board (see AR 635– 40).
5–9. Long course administration of assignments
a. Students attending civilian schools and TWI in the United States or foreign schools outside the
United States will be assigned to the TRADOC U.S. Army Student Detachment (USASD), Fort Jackson,
SC, with duty at the respective school.
(1) Incoming USMA tactical officers will be assigned to the USMA student account.
(2) Selected sergeant major course instructors will be assigned to the U.S. Army Sergeants Major
Academy account.
b. Students attending foreign schools will be attached to an Army overseas command for command
and control when the school is located within its area. For areas where there is no major overseas com-
mand, students will be attached only for command and control purposes to the DAO. Requests for attach-
ment of students, when appropriate, will be sent through the Defense Intelligence Agency to the appropri-
ate defense attaché for approval. Administrative support will be coordinated through applicable student
detachment.
5–10. Records, reports, and monitoring of training at civilian institutions
a. Records. Training agencies should keep accurate records of personnel in training. Records will in-
clude:
(1) Name and grade.
(2) Institution.
(3) Field of study.
(4) Length of instruction, with date of entry, and estimated date of completion.
(5) Reports of ratings while in training.
(6) Authority for this training.
(7) Current rosters grouped by field of training of all members who have completed training. HRC will
update the Soldier’s Army Military Human Resource Record (AMHRR) upon receipt of the completed DA
Form 1059 –1 (Civilian Institution Academic Evaluation Report) and degree awarding transcripts.
b. Tracking of utilization tour accomplishment with The Army Authorization Document System Army
Educational Requirement System positions indication.
(1) An initial DA Form 2125 (Report to Training Agency) will be submitted with each nomination packet.
This will provide a record of the program of study as agreed to between the student and the officer’s aca-
demic advisor. For fully-funded programs, it will supplement the tuition agreement.
(2) After arrival at the school and at the end of each academic term, the student will prepare and mail a
DA Form 2125 to Commander, U.S. Army Human Resources Command (AHRC – OPL– C), 1600 Spear-
head Division Avenue, Fort Knox, KY 40122 – 5208 and his or her appropriate training agency (see para
1– 6). Officers sponsored by USMA will also forward a copy to the Superintendent, U.S. Military Academy,
West Point, NY 10996 –5000.
(3) Students will complete the reverse side of the initial DA Form 2125 to inform HRC and the training
agencies of their academic plan, and to show their proposed program was prepared in consultation with
the student’s faculty advisor or institution representative familiar with the student’s curriculum. The re-
verse of DA Form 2125 need not be resubmitted each term unless the academic plan changes. For stu-
dents required to submit a thesis or dissertation, the title and a short summary must be provided with their
final DA Form 2125.
c. Monitoring of training. The proponents’ training agencies will monitor the academic progress of stu-
dents in this program. Personnel in long course graduate-level programs are required to maintain a grade
of B or better in every class. Personnel who fail to maintain a grade of B will receive a memorandum for
record from the applicable training agency. Grades lower than a B will be reason for disenrollment from
their program.
d. DA Form 1059– 1 and degree awarding transcripts. This form and official transcripts are the only
documents that officially reflect a student’s performance while in school. Therefore, it is important for
raters to ensure their proper preparation and timely submission for inclusion into their AMHRR. Failure to
do so may result in negative consequences for students as they are considered for promotion or for se-
lection to higher-level military schooling and/or impede submission of their next evaluation report of DA
Form 1059 –1. Forms will be prepared in accordance with the tuition agreement before a student leaves
AR 621–1 • 8 May 2024 12
school. Students will complete section I and then submit the reports to proper school officials for comple-
tion of section II. The student should ensure institution officials know the purpose of section II is to state:
(1) The degree has been awarded.
(2) Date of award.
(3) Full title of the degree, including major and minor (if applicable), and area of study.
(4) Comments on the student’s academic performance.
(5) Soldier meets the height, weight, and physical fitness requirements (see para 5– 14).
(6) HRC (AHRC– OPL– C) will be the reviewing official for all fully-funded programs, DCP, CDP, and
TWI. The appropriate training agency will be the reviewing official for short course training.
e. Transcripts. Transcripts must be received from accredited educational institution recognized by the
U.S. Department of Education (https://www2.ed.gov/about/offices/list/ope/index.html) or by the Council for
Higher Education Accreditation (https://www.chea.org/).
(1) Transcript must bear the following information; however, the transcript is not required to be in a
sealed envelope from the institution:
(a) Educational intuition seal, watermark, or letterhead.
(b) If conferring a degree, type of degree and date the degree was awarded.
(c) Educational intuition official’s stamp or signature.
(2) Soldiers with transcripts from foreign colleges or universities must have their documents evaluated
for the U.S. equivalency. Evaluations must be accompanied by copies of source documents used to de-
termine U.S. equivalency. Evaluations of foreign transcripts will be accepted from any degree granting
institution accredited by any accrediting organization recognized by the U.S. Department of Education or
any member of the National Association of Credential Evaluation Serves.
(3) One copy of student’s official transcripts showing the degree conferred must be included with the
DA Form 1059 –1. In cases where a degree is awarded by a foreign university through a scholarship, fel-
lowship, or joint degree program, transcripts must be evaluated by the National Association of Credential
Evaluation Services and the evaluation included with the submission of the official degree awarding tran-
scripts and final DA Form 1059 –1. The student is responsible for authorizing school officials to release
official transcripts to HRC. School officials or the student will send their transcripts to CG, HRC
(AHRC –OPL– L) via email at usarmy.knox.hrc.mbx.opmd-army-acs@army.mil.
f. Reports for doctoral candidates. Persons authorized to attend school for a doctoral degree will pro-
vide an annual DA Form 1059– 1 in accordance with AR 623 – 3. Upon completion of coursework, doctoral
candidates will state the approximate completion date for their dissertation. Official degree awarding tran-
scripts must be submitted with the final DA Form 1059– 1.
g. Failure to achieve a degree. Students who fail to achieve a degree at the conclusion of their formal
period of study or training, who voluntarily withdraw, or who are disenrolled for substandard academic
performance or misconduct prior to completion of their study must receive DA Form 1059 –1. Unsuccess-
ful completion of training in the time allotted, early removal from the program for poor performance, or
Uniform Code of Military Justice related reasons are considered adverse and the DA Form 1059 –1 will
reflect this. Exceptions are made for persons who through no fault of their own (for example, medical or
compassionate reasons) fail to complete a course.
(1) Training agencies or school officials will, in accordance with the tuition agreement, complete civilian
institution section and provide comments to explain why the student failed to achieve a degree.
(2) Reviewing officials will annotate the comment that the student failed to achieve a degree in the time
allotted within the administrative review comments section and refer the DA Form 1059 – 1 to the individ-
ual for acknowledgment or comment. If, after obtaining the student’s comments, the reviewing officials
determine that failure to obtain a degree was through no fault of the student, the report will be amended
with appropriate comments and forwarded for inclusion in the student’s AMHRR. In those instances when
it cannot be determined that the student was not at fault, the report, along with the student’s acknowledg-
ment and comments, will be filed in his or her AMHRR.
(3) To lessen the possible negative impact of such reports, students are encouraged to submit as
much explanatory information as possible to assist reviewing officials in determining whether the student
was at fault in not earning a degree. Student comments do not constitute an appeal. Appeals are pro-
cessed separately as outlined in AR 623 –3. Students who fail to obtain a degree in the time allotted, for
whatever reasons, will be directed to—
(a) Complete a degree as soon as possible on their own time and at their own expense.
AR 621–1 • 8 May 2024 13
(b) Submit another DA Form 1059 –1 in accordance with AR 623– 3 to document completion of studies
and the awarding of a degree.
5–11. Arrangement of courses
a. Each student will, within limits set by the proponent training agency and in consultation with the insti-
tution’s dean, department head, or academic advisor, select the proper curriculum.
b. Soldiers enrolled in programs governed by this regulation are required to select traditional class-
room courses.
c. Students will maintain a full-time status as defined by the educational institution.
d. Students will neither audit nor take courses for noncredit without prior approval of CG, HRC
(AHRC –OPL– C).
e. Students will not take courses that are not directly associated with their degree program without
prior written permission from HRC (AHRC –OPL –C).
f. Students are encouraged to select programs that do not require travel (see para 5–7c). No funding
for student travel associated with fully-funded degree programs has been programmed. Students may be
able to obtain travel support under a program that qualifies in accordance with 5 CFR 3601.103(b) and
DoD 5500.07 –R or 31 USC 1353 and 41 CFR 304 – 4 through 304– 6.
g. In programs of study requiring a thesis, no more than two equivalent semester courses will be al-
lowed against what is required by the institution to be considered a full-time student unless an exception
has been recommended by the institution and approved by CG, HRC (AHRC– OPL– C).
5–12. Training attendance
a. At a minimum, students will take as many courses as required by the institution to be considered a
full-time student, while completing their degree in the shortest time possible. This includes summer terms
when applicable. Students attending schools that do not have a regular summer session will submit a pro-
posed program for research during the summer sessions and indicate whether credit will be given for this
research. If students are unable to meet summer course research requirements, they will be attached to
the nearest Reserve Officers’ Training Corps (ROTC) or recruiting command battalion for duty until the
next semester of instruction begins.
b. Students must obtain prior approval from HRC (AHRC–OPL –C) if it appears they will be unable to
complete the minimum workload per academic term. This minimum workload will include hours required
for thesis or dissertation research at the graduate level. Submit requests for any changes to academic
study in memorandum format through the appropriate training agency to HRC (AHRC–OPL –C).
c. Students will meet degree requirements as quickly as possible. If requirements can be met in less
time than allowed, students will promptly inform their training agency and HRC (AHRC– OPL –C).
d. All bachelor’s and master’s degree fully- and partially-funded students will participate with the near-
est ROTC or recruiting command battalion 1 day each month during the academic year. This participation
will not interfere with the student’s schooling. Due to the nature of ROTC and recruiting command duty
and the student’s schedule, this day may be on a weekend. Officers assigned to the USMA student de-
tachment will serve their 1 day per month with the USMA Department of Behavioral Sciences and Leader-
ship.
(1) CG, HRC (AHRC –OPL –C) will provide a list of students in programs managed by HRC to U.S.
Army Cadet Command (ATCC – PAS) to facilitate the linkage between the local Professor of Military Sci-
ence and the student.
(2) Students are encouraged to utilize their local ROTC battalion or U.S. Army Recruiting Command
organizations for assistance with house hunting, and other area information.
(a) Within 45 days of arrival at school, students will coordinate with the Professor of Military Science at
the nearest Army ROTC battalion to jointly design a program for that 1 day per month that best meets the
needs of the student and ROTC.
(b) If there is no ROTC battalion available on campus or nearby, the student will contact the nearest
U.S. Army Recruiting Command battalion commander and jointly design a program that best meets the
needs of the student and the recruiting command.
(c) To obtain contact information of the closest recruiting battalion headquarters, students may contact
the local recruiting station or go to https://recruiting.army.mil/.
(3) Student participation is intended to provide mentorship, recent technical and tactical input, and
raise availability of access to experienced Army personnel who will be telling the Army story. ROTC and
AR 621–1 • 8 May 2024 14
recruiting command battalion commanders will not require students to serve in a direct role as a primary
instructor or recruiter. Students assist in support of instruction or recruiting efforts if appropriately quali-
fied. ROTC and recruiting command battalion commanders will not assign any tasks outside of the 1 day
per month and will not interfere with the student’s directed academic program.
(4) Students will not be required to incur additional expenses related to performing in this program.
(5) Students will submit an outline of their program participation in memorandum format with their quar-
ter, semester, or term on DA Form 2125 to HRC (AHRC–OPL –C). The memorandum will state the dates
and focus of participation and be signed by the officer and ROTC and recruiting command battalion com-
mander.
(6) Students will not receive evaluations for their participation with ROTC or recruiting command.
ROTC and recruiting command battalion commanders may provide input on the semester program out-
lines or contact the applicable student detachment for questions, comments, or concerns pertaining to an
individual officer.
(7) Scope or participation inquiries will be directed to HRC (AHRC– OPL – L), Leader Development Divi-
sion. Inquiries for student populations will be routed through USASD, Fort Jackson, SC.
5–13. Personal conduct and appearance
a. Military students at civilian schools represent the U.S. Army. Consequently, military students will
maintain the highest standards of conduct and appearance and will abide by the civilian dress code of the
respective institution. Grooming standards will be maintained in accordance with AR 670 –1.
b. For institutions with more than one Army officer, the senior Army officer is the representative senior
liaison officer for all assigned students. Students will obtain the senior liaison officer contact information
from the USASD and provide the senior liaison officer with their contact information and graduation date.
Students will use their senior liaison officer for routine inquiries.
5–14. The Army Body Composition Program
All Soldiers selected for training under this regulation must comply with AR 600 – 9. Assignment instruc-
tions will include a statement to that effect. Noncompliance after selection will result in removal from the
list of selected applicants.
5–15. Public writings
Students preparing writings for public dissemination must contact their local public affairs officer or the
Office of the Chief of Public Affairs prior to submitting written material to military or civilian publications.
This policy also applies to media interviews. Journal articles must be submitted to the Defense Technical
Information Center.
5–16. Extracurricular activities
Students will devote full-time to academic studies. Business activities are restricted in accordance with
DoD 5500.07 –R. Professional and other military activities will be voluntary and will not interfere with the
student’s academic studies. Student teaching or research assistance positions are permitted; however,
any compensation afforded by the institution must be applied as a credit to the student’s tuition bill.
5–17. Funded post-schooling assignments
a. Commissioned officers.
(1) Immediately following graduate school, career branches will assign officers to TAADS AERS vali-
dated positions (validated MAPL positions with AAC officers). Initial AERS utilization assignments will be
for a minimum of 2 years. Officers assigned to an initial utilization position in a short tour location of less
than 2 years will normally be assigned to a second utilization position in the continental United States, or
a long tour overseas location after completion of the short tour.
(2) TWI assignments are predetermined (not applicable to AAC) but in all cases must be to a TAADS
AERS validated position.
(3) With the exception of chaplains and JAGC officers, initial utilization assignments will be deferred or
interrupted only as directed by the CG, HRC. Assignment instructions assigning officers to utilization posi-
tions will specify the AERS position number. AAC and EGSP utilization positions will not have an AERS
position number. Field commanders will not divert or interrupt an AERS assignment without prior HRC
concurrence. Each officer will serve an initial utilization tour upon completion of schooling and will serve
AR 621–1 • 8 May 2024 15
reutilization tours as frequently as possible consistent with Army requirements and professional develop-
ment considerations.
b. Warrant officers. WOs educated to the master’s level or bachelor’s level will be assigned to AERS
validated positions for a minimum of 2 years; AERS utilization is not required on completion of an associ-
ate degree.
c. Noncommissioned officers. NCOs educated using the fully-funded program will be appropriately as-
signed by capitalizing on their recent degree and supporting their professional development. NCOs have
a 2-year utilization requirement.
Chapter 6
Fully-Funded Schooling
6–1. General
This chapter explains the level of education to be obtained normally under fully-funded long course pro-
grams. The Funded Legal Education Program is prescribed in AR 27– 1. The U.S. Army Health Profes-
sions Scholarship Program is prescribed in AR 601– 141.
a. Commissioned officers. Commissioned officers will obtain a master’s or doctorate degree. Officers
are trained to meet validated AERS requirements by specialty and grade; participants agree to study in
an academic discipline consistent with the officer’s designated specialties and the skills required by the
AERS position.
(1) Master’s degree programs. The length of civilian schooling will vary with the curriculum, but mas-
ter’s degrees will not exceed 21 months of continuous full-time study. Exceptions for programs longer
than 21 months will be processed as part of the application process endorsed by the training agency and
approved by CG, HRC (AHRC –OPL –C).
(2) Doctoral candidates. Doctoral programs under this regulation will be conducted in two phases for a
maximum of a 5-year program. ADSO for doctoral candidates will be calculated for the period of resident
study in accordance with AR 350 – 100.
(a) Phase I doctoral candidates are permitted a maximum of 3 years (2 years for Professor, AWC can-
didates) in residence for completion of preliminary research, course work, and comprehensive exams. Of-
ficers that complete Phase I coursework in less than 3 years may apply the remaining Phase I eligibility to
Phase II, not to exceed 5 years total as sponsored doctoral candidates.
(b) Phase II is a maximum of 2 years for all but dissertation doctoral research and dissertation comple-
tion in conjunction with AERS utilization assignment duties when students have attended 3 years of
Phase I studies.
(3) Advanced Strategic Planning and Policy Program. Officers in the Advanced Strategic Planning and
Policy Program (ASP3) will have a utilization tour following Phase I and before beginning their disserta-
tion phase. They will therefore incur an ADSO for each of their phases.
b. Warrant officers. Fully-funded programs will support graduate training to the master’s degree level
to meet validated AERS requirements. The length of training will vary with the curriculum but will not ex-
ceed 21 months of continuous full-time study. The field of study pursued under this program must be re-
quired to meet the skill requirements of the AERS utilization position. This field should be closely aligned
with the WO’s MOS.
c. Noncommissioned officers. Fully-funded programs will support graduate training to the master’s de-
gree level. The length of training will vary with the curriculum but will not exceed 21 months of continuous
full-time study. This field of study pursued under this program must be required to meet the skill require-
ments as determined by the branch proponent. This field should be closely aligned with the NCO’s MOS.
d. Prior service.
(1) Commissioned officers. Entry to civilian schooling normally occurs between an officer’s 6th through
13th years of service. Selectees will not exceed a total of 17 years active federal service prior to the start
of schooling. Officers must be able to fulfill their ADSO before separation as a result of their funded
schooling.
(2) Warrant officers. WOs who are RA must enter civilian school programs prior to attaining 24 years
of active warrant officer service (AWOS). WOs must be able to fulfill their ADSO incurred as a result of
their funded schooling prior to their mandatory release date. In the case of RA WOs, the mandatory re-
lease date is 30 years AWOS or age 62, whichever occurs first.
AR 621–1 • 8 May 2024 16
(3) Noncommissioned officers. Entry to civilian schooling normally occurs between an NCO’s 6th
through 13th years of service. NCOs must meet their SRR in accordance with AR 614 – 200.
e. Security clearance. All officers must have a Secret clearance unless higher clearance is required.
f. Restrictions. The following restrictions apply:
(1) Fully-funded programs may not be used in connection with Army sponsored fellowships or scholar-
ships. Fully-funded program officers are not eligible to compete for Army sponsored fellowships or schol-
arships until they have fully completed their initial utilization assignment. Completion of requirements for a
degree under an Army sponsored fellowship or scholarship will be in accordance with AR 621 – 7, to in-
clude service obligation.
(2) Active duty officers are not eligible to use chapter 30 (Montgomery GI Bill (MGIB)), Veterans Edu-
cation and Assistance Program (VEAP), chapter 33 (post-9/11 GI Bill), or Army tuition assistance benefits
while in the funded programs defined in this chapter. Eligible sponsors/donors may provide a scholarship,
fellowship, grant, or like tuition offset for the purpose of tuition reduction provided the arrangement does
not legally bind the Army or the student. All scholarship, fellowship, or grant awards must be credited di-
rectly to the student’s university account. Army students may not personally accept funds associated with
a scholarship, fellowship, or grant. No additional ADSO applies for non-Army sponsored scholarships, fel-
lowships, or grants for the purpose of reduced tuition. Refer to AR 621– 7 for eligible sponsors/donors.
6–2. Planning factors and budgeting of fully-funded programs
Specific training at civilian schools will not be planned if adequate training is available at Service schools
in time for program objective memorandum submission.
a. The following factors will be considered when planning the programs:
(1) Projected vacancies in valid TAADS AERS positions and in validated MAPL positions for AAC.
(2) Available officer population.
(3) Estimated tuition and other expenses.
b. The complete plan will be submitted as justification to the original budget estimate.
c. The CG, HRC, will develop budget estimates for civilian school training, excluding medical, AAC,
and other separately funded training.
(1) The fully-funded ACS estimate will be forwarded through the Deputy Chief of Staff, G – 3/5/7
(DAMO– TR), Room 2D639, 300 Army Pentagon, Washington, DC 20310 –0300, to the Commander, U.S.
Army Human Resources Command (AHRC –ZA), 1600 Spearhead Division Avenue, Fort Knox, KY
40122– 5208 for inclusion in the budget submission to HRC, Operating Agency 92.
(2) The estimate for education-based retention incentive programs, for example, EGSP or Graduate
School Option (GRADSO), will be developed by the CG, HRC (AHRC– R –M) in coordination with the
DCS, G –1 for inclusion in the budget submission to HRC, Operating Agency 92.
d. The Army Budget Office will notify HRC of the annual funding program for a fiscal year. The CG,
HRC will then submit unfinanced requirements and/or revise training plans, if necessary, to remain within
the annual funding program.
e. The annual ACS training plan will be submitted to the DCS, G –3/5/7 (DAMO – TR) for prioritization.
f. The following changes may be made to an approved program:
(1) Training agency requests for additional space authorizations submitted through CG, HRC
(AHRC –OPL– C) to the DCS, G – 3/5/7 (DAMO –TR).
(2) Training agency funded travel, symposia, conferences, or increased tuition submitted to CG, HRC
(AHRC –OPL– C).
6–3. Determining fully-funded quotas
Funded allocations are separated into three categories: ACS, senior leader/proponent directed/funded,
and education-based retention incentive programs.
a. ACS quotas will be determined by available validated AERS positions (validated MAPL positions for
AAC), the fiscal year budget, and officer population. The approving authority for the annual ACS quota
book is the Director, Officer Personnel Management Directorate (OPMD), HRC in coordination with the
DCS, G –1 DMPM and the DCS, G –3/5/7 (DAMO –TR).
b. Quotas for senior leader directed, proponent directed, and funded education programs will be deter-
mined in coordination with HRC (AHRC– OPL – C) based on funding available and the education needs of
the program.
AR 621–1 • 8 May 2024 17
c. Quotas for education-based retention incentive programs such as EGSP and GRADSO will be de-
termined by the Director, OPMD, HRC. Quotas will be determined by the fiscal year budget and officer
population. Selected officers are slated for attendance based on the terms of the program or based on
needs of the Army.
6–4. Fully-funded eligibility
Applications of qualified Soldiers will be reviewed and considered for long course training. Eligibility for
detail as student is based on the following criteria:
a. Prior civilian education.
b. Status. Commissioned officers, WOs, and enlisted Soldiers must be RA on active duty and serving
at the time of application and selection. Active Guard and Reserve and traditional Army National Guard
and U.S. Army Reserve Soldiers are not eligible for this program. Soldiers must agree in writing to fulfill
any service obligation incurred by acceptance of training or schooling.
c. Potential. A review of the candidate’s AMHRR must reflect the officer has potential for future, long-
term service, as determined by HRC.
d. Interest in training. Commissioned officers, WO, and enlisted personnel must express specific inter-
est in training and volunteer by signing and submitted a formal application.
e. Career development. Soldiers must be qualified for promotion or recently promoted to where ACS
attendance will not place the Soldier at risk for promotion of the next rank.
f. Minimum academic requirements for master’s degree application.
(1) Completed baccalaureate degree with a minimum grade point average (GPA) of 2.5. If a Soldier
holds more than one completed baccalaureate degree, the highest GPA will be considered. Graduate
management admission test (GMAT) or graduate record examination (GRE) score if required for ac-
ceptance by the academic institution or as part of the selection and nomination process of the training
agency.
(2) For personnel applying to the Defense Comptrollership Program, a GMAT/GRE is required with the
application packet as required by the school.
g. Height/weight standards in accordance with AR 600 –9.
6–5. Fully-funded application process
a. Nomination process. The application process begins with a nomination discussion between the
training agency and the prospective applicant. This discussion can be initiated by the training agency or
the officer or NCO expressing interest in the program. Once the officer or NCO is identified as a nominee,
the training agency will instruct the officer or NCO to begin the application package. The discussion will
include guidance from the training agency on programs of study that will support the utilization tour re-
quirements and recommended schools.
b. Application form. Once selected by their training agency or career division, officers or NCOs will
complete DA Form 1618 (Application for Detail as Student Officer at a Civilian Educational Institution or at
Training With Industry). The applicant must send the form, with enclosures, through the first field grade
commander in their chain of command. Chain of command will endorse the application and send it to the
applicant’s training agency (see para 1– 6). All forms of receipt are considered binding, to include digital
signatures, scanned, faxed, or copied documents. The proposed start date of school should be close to
an officer’s normal rotation date.
c. School selection. Applicants will apply to schools in accordance with training agency guidance and
remain within the designated maximum tuition and fees rate per academic year. Application will be made
only to schools accredited by a federally-recognized accrediting agency.
d. Foreign universities. Foreign universities are not authorized as a primary institution under this pro-
gram, but may be part of a joint degree program administered by a U.S. accredited university. Travel
costs associated with foreign university attendance is not funded through HRC. Program must be a resi-
dent graduate program at a main campus.
e. Online programs. The Army will not fund courses taken at satellite facilities or through online pro-
grams. Online courses may be taken as an exception to policy, but must be an integral part of the aca-
demic program of study and approved in advance.
f. Enclosures. Applications will include the following information:
(1) Signed DA Form 1618 with endorsement of the immediate field grade commander. Endorsements
will include a statement of the commander’s opinion concerning the applicant’s abilities, scholarly attitude,
AR 621–1 • 8 May 2024 18
initiative, and aptitude for the course of study. The commander will also describe the applicant’s current
duty performance. Chaplain applicants will include a recommendation from the installation chaplain.
(2) Official transcripts from all institutions at which an applicant has taken college courses.
(3) For Defense Comptrollership Program, scores of the GMAT/GRE, as applicable to the degree pro-
gram. Test information may be obtained from the local education center; the Graduate Management Ad-
mission Council, Post Office Box 2969, Reston, VA 20195; or the Educational Testing Service, Post Of-
fice Box 6000, Princeton, NJ 08541 – 6000. Training agencies may require GRE or GMAT scores for the
other applications on a case-by-case basis.
(4) Letter of acceptance (see para 6–5i).
(5) DA Form 2125 will be attached outlining the degree program plan. This preliminary DA Form 2125,
with the tuition agreement, will form the basis of funds obligation for the training and will be used as the
foundation for any future changes to the degree program requested by the officer.
(6) A report of periodic health assessment and dental examination within 60 days of course start,
which includes:
(a) Medical readiness classification of 1 or 2. If the applicant has a temporary, duty-limiting profile, the
report will include a statement by the applicant’s PCM as to the prognosis for the condition, for example,
whether the condition affects potential for future, long-term service.
(b) A copy of DA Form 3349 – SG (Physical Profile Record) if the applicant has a permanent designator
of 2 or 3 in the physical profile serial system.
(7) Applicants will use the Army Training Requirements and Resources System (ATRRS) to ensure
prerequisites are met.
g. Amendments. Amendments to or request for withdrawal of application must be sent through chan-
nels to the proper training agency.
h. Final approval. Final approval to attend civilian schooling, including the field of study and institution,
will be made by CG, HRC (AHRC –OPL –L).
i. Letter of acceptance. Once nominated by the respective career division, each applicant will obtain a
letter of acceptance from the selected school (this letter will be forwarded with the application). The appli-
cant will send it directly to the proper training agency. The letter will contain the following information:
(1) Registration date.
(2) Date (day, month, year) school begins.
(3) Date degree will be awarded.
(4) Whether applicant meets in-state residency criteria for tuition purposes.
(5) Tuition, listed by semester/quarter with an annual total. Applicant must initial beside tuition state-
ment to denote understanding of maximum authorized tuition.
(6) Prerequisite courses that need to be taken, if any. If prerequisites are needed, Soldiers will com-
plete them prior to entering the fully-funded program. Soldiers may use Army tuition assistance in accord-
ance with AR 621 – 5 to complete prerequisites, if eligible. HRC will not fund courses that are taken as pre-
requisite or taken as a nondegree requirement elective.
6–6. Staff and faculty at U.S. Military Academy
Officers interested in becoming members of the staff and faculty at USMA should refer to the web page
https://www.westpoint.edu/ for recruitment information.
6–7. Student requirements
a. Notification. Immediately after receiving assignment instructions, each student will contact the stu-
dent detachment to which assigned for an in-processing packet. For students assigned to USASD, Fort
Jackson, SC, visit the USASD website at https://usacimt.tradoc.army.mil/ltb/usasd/ for in-processing infor-
mation. The student will inform the appropriate student detachment of his or her arrival date at the civilian
school. On arrival at the civilian school, each student will personally contact the student accounts or bur-
sar’s office to ensure that instructions for tuition billing via a sponsorship letter from HRC have been re-
ceived and, when applicable, that in-state rates applied.
b. Submission of reports. See paragraph 8–11c.
c. Submission of theses. In accordance with DoDI 5230.09, to ensure a climate of academic freedom
and to encourage intellectual expression, students of an academy, college, or university are not required
to submit for review papers or materials that are prepared in response to academic requirements and not
intended for release outside the academic institution. Students are encouraged to research current Army
AR 621–1 • 8 May 2024 19
related topics in their career field, functional area, or follow-on utilization assignment. Students will anno-
tate theses or dissertation topic and short synopsis on their final DA Form 2125. Information that is in-
tended for public release or made available in libraries to which the public has access will be submitted
for review through the nearest public affairs office. Clearance will be granted if classified information is not
disclosed, controlled unclassified information is not disclosed, the DoD interests in unclassified areas are
not jeopardized, and the author accurately portrays official policy, even if the author takes issue with that
policy.
d. Healthcare and medical readiness. Healthcare and medical readiness requirements for fully-funded
schooling programs are the same as those listed in paragraph 5 –8.
6–8. Funding
a. Tuition. The majority of tuition and fees for students enrolled in the fully-funded program will be paid
by the Army. The Army will not pay for courses taken at satellite campus, online, weekend, by way of hy-
brid format, or executive programs unless a waiver is granted.
(1) HRC pays the tuition and most mandatory fees for students enrolled in fully-funded programs. Pay-
ment for books is the responsibility of the student. Certain fees will not be paid nor reimbursed and are
the responsibility of the student such as health insurance, parking passes, student identifications, regis-
tration fees, transcript fees, and graduation fees. For a current list of fees that are not funded, visit the
HRC advanced education programs website at https://www.hrc.army.mil/officer/officer%20ad-
vanced%20education%20programs (CAC required).
(2) Tuition agreements and sponsor letters will be issued against established agreements in accord-
ance with the Army Federal Acquisition Regulation Supplement. Students must adhere to stated maxi-
mum funding allocations for fully-funded programs. Students that change their program of study without
prior approval causing additional cost, drop classes after the refund period, fail to qualify for in-state tui-
tion rates, or receive a non-passing grade are responsible for payment to the university for the class or
tuition difference in question. Funding violations are grounds for removal from the program.
(3) Proponent or senior leader directed education in excess of the annual ACS quota book will follow
the current procedures prescribed by CG, HRC (AHRC–RMB).
b. Direct payments to institutions or students. HRC (AHRC – OPL –C) or the managing proponent will
establish a third-party billing agreement via sponsorship letter with the approved degree awarding univer-
sity upon final packet approval. Students will not be reimbursed on an individual basis.
c. Internships, teaching assistants, and other paid programs. Students may participate in internships,
act as teaching assistants, and participate in other programs. However, any compensation afforded by
the institutions must be applied as a credit to the student’s tuition bill.
d. Out-of-pocket. Except as noted in paragraph 6–8a(1), students are prohibited from paying tuition
that is above tuition costs agreed by the Army (for example, to attend a school whose tuition is above the
cost category quota provided). Students are required to obtain books and pay fees that are not covered
by Army sponsorship.
6–9. Service obligation and recoupment
a. Commissioned officers and WOs selected for funded courses at civilian institutions for 60 days or
more incur a service obligation in accordance with AR 350 –100.
b. NCOs who attend fully-funded courses at civilian institutions including TWI Program will incur an
SRR in accordance with AR 614 – 200 on completion or termination of the education.
c. The service agreement will be submitted on DA Form 1618 as part of the application packet. The
service agreement will state that the officer or NCO agrees to complete the educational program, and that
on completion of education or withdrawal or removal from the program, he or she will serve on active duty
in accordance with AR 350 –100 or AR 614 –200. Service obligation will be computed in days from the DA
Form 1059 –1 in accordance with AR 350 –1 and AR 614– 200.
d. Officers and NCOs who participate in a funded educational program will reimburse the U.S. Govern-
ment for the costs of the advanced education if they voluntarily or involuntarily fail to complete the re-
quired service obligation. Approval authority for directing repayment is the Assistant Secretary of the
Army (Manpower and Reserve Affairs), unless specifically delegated.
(1) The phrase “fails to complete” means the officer or NCO served on active duty for some but not all
the required period, or did not serve on active duty at all because it was not in the best interests of the
Army.
AR 621–1 • 8 May 2024 20
(2) The phrase, “costs of the advanced education” includes the costs of tuition, fees, and other educa-
tional costs clearly identified as paid by the U.S. Government. The cost does not include pay and allow-
ances and PCS costs. The reimbursable amount will be determined by multiplying the total cost of educa-
tion by the proportion of the unserved active duty commitment.
Chapter 7
Partially-Funded Long Course Programs
7–1. Degree Completion Program and Cooperative Degree Program
a. Degree Completion Program. The DCP enables selected commissioned officers, WOs, and NCOs
to––
(1) Complete degree requirements at accredited civilian colleges and universities as a resident stu-
dent.
(2) Achieve the minimum educational goals set by the Army.
(3) Pursue graduate studies in academic disciplines that support either the officer’s or NCO’s desig-
nated specialties or meet Army requirements.
(4) Soldiers taking part in the DCP will do so in the minimum uninterrupted time required, normally 12
months, to complete all degree requirements. Transfer from one degree to another is not authorized (for
example, bachelor’s to master’s degree). Enrollment into DCP will not exceed 18 months. Study leading
to a degree in law, religion, theology, or programs sponsored by The Surgeon General are not covered by
this program or its governing regulation.
(5) Soldiers attending undergraduate DCP will enroll in a university at their present or follow-on duty
station. Requests for exception will be submitted to Soldiers’ career manager for a decision.
(6) Higher academic institutions that facilitate accelerated coursework (such as University of Phoenix
and Troy University) are prohibited as these institutions do not allow participants to fully enroll in a full-
time course load.
(7) Soldiers enrolled in DCP are required to be traditional students. DCP students may only register for
distance learning courses if it is part of their academic curriculum, and if resident classes are not availa-
ble. Courses must be accredited and count toward the student’s degree. Requests will be in writing and
endorsed by the student’s academic advisor, who will verify the program information. Methods of delivery
may include, but are not limited to, audio, video, or computer conferencing; broadcast and satellite televi-
sion connection; electronic and voicemail; or internet connection via the world wide web. An exception
may be granted to the distance learning policy by the Soldier’s career manager on a case-by-case basis
determined by the circumstances. Circumstances may include the following:
(a) In order to remain a full-time student when traditional classes are not available.
(b) Extreme hardship on Soldier and or Family (documentation may be needed from clergy, family doc-
tor, and so forth).
(c) Ability to obtain degree in less time than a traditional student status. DCP will not be used in con-
nection with Army fellowships or scholarships. Completion of requirements for a degree under a fellow-
ship or scholarship will be in accordance with AR 621 – 7, to include service obligation.
b. Cooperative Degree Program. The CDP enables selected commissioned officers, WOs, and NCOs
to complete degree requirements. An accredited college or university awards an academic degree for
course work done as part of a program of instruction at a military school and course work done at the ci-
vilian college or university.
(1) Soldiers selected to attend a military school who desire to take part in the school’s associated CDP
must obtain prior approval from their career manager. They also must agree in writing that they will fulfill
the service obligation incurred from taking part in the CDP.
(2) CDP is limited to the length of the service school course of instruction plus 11 months at the civilian
college or university. The civilian education may occur before or after the service course of instruction.
Soldiers requiring more than 11 months to complete all degree requirements must apply under the DCP.
(3) Soldiers will not normally be allowed to get a second degree at the graduate level. Exceptions may
be approved on a case-by-case basis based on the needs of the Army.
c. Assignment instructions. Soldiers will attend from their current location. Career managers may pro-
duce separate assignment instructions ending the military schooling and beginning CDP if they so
choose. For career managers that do not provide separate assignment instructions, CDP completion will
be recorded on the military schooling DA Form 1059 (Service School Academic Evaluation Report). For
AR 621–1 • 8 May 2024 21
career managers who provide separate assignment instructions, CDP completion will be recorded on a
DA Form 1059 –1.
d. Follow-on education. The DCP and CDP will not be used in connection with Army fellowships or
scholarships, or Army tuition assistance. Completion of requirements for a degree under a fellowship or
scholarship will be in accordance with AR 621– 7, to include service obligation. DCPs and CDPs will not
be confused with continuing education degree programs, which are voluntary degree completion pro-
grams established by the Army University to assist Soldiers with a clear pathway for degree completion
without additional TDY or PCS extensions.
7–2. Determining annual Degree Completion Program/Cooperative Degree Program quotas
Determination of annual DCP/CDP quotas is not applicable to either program.
7–3. Eligibility
Applicants must have high scholastic aptitude and career potential. They must also meet the following re-
quirements:
a. Prior civilian education. A portion of degree requirements must be met by applicants through off-
duty studies before they start full-time study under the DCP or CDP. Course work completed as a part of
military schooling may satisfy this requirement.
b. Service time remaining. Officers must have sufficient time remaining, after completing their aca-
demics, to complete their ADSO in accordance with DoDI 1322.06. NCOs must have sufficient time re-
maining, after completing their academics, to complete their SRR in accordance with AR 614 – 200.
c. Security clearance. Applicants must have a minimum of secret security clearance.
d. Potential. A review of the candidate’s record must reflect that the Soldier has potential for future,
long-term service, as determined by HRC.
e. Interest/agreement of study. Applicants must study in an academic discipline that will support their
career field/military occupational study, their functional area career field, or both. Study leading to a de-
gree in law, religion, theology, or programs sponsored by The Surgeon General are not covered by this
regulation. For programs sponsored by The Surgeon General refer to AR 351– 3. For programs spon-
sored by The Judge Advocate General refer to AR 27 –1. For programs sponsored by the Chief of Chap-
lains refer to AR 165– 1.
f. Development. Soldiers must be qualified for promotion or recently promoted to where DCP attend-
ance will not place the Soldier at risk for promotion to the next rank.
g. Height/weight standards. Applicants must meet height and weight standards in accordance with AR
600 –9.
7–4. Application procedure
a. Soldiers seeking to participate in the DCP or CDP must submit an application and receive approval
from their career manager prior to attending the academic institution.
b. The application will include:
(1) Name, grade, control branch.
(2) Specific degree and academic discipline to be obtained.
(3) Total number of semester or quarter hours of credit already obtained toward the degree.
(4) Total number of semester or quarter hours required to obtain degree. Also include a tentative list of
planned courses with course credits per academic semester or quarter.
(5) Name and address of accredited academic institution requesting to attend.
(6) Enrollment dates. Start to finish with total number of days calculated.
(7) A report of periodic health assessment and dental examination to be submitted within 60 days of
the course start date, which includes:
(a) Medical readiness classification of 1 or 2. If the applicant has a temporary, duty-limiting profile, the
report will include a statement by his or her PCM as to the prognosis for the conditions, for example, if the
condition affects potential for future, long-term service.
(b) A copy of DA Form 3349 if the applicant has a permanent designator of 2 or 3 in the physical profile
serial system.
(8) Official transcripts of all college credits and a letter or signed statement from academic institution
wishing to attend stating the following: “The applicant requires [number of semester] [number of quarter]
hours in residence for graduation. This work can be completed by full-time attendance from [day month
AR 621–1 • 8 May 2024 22
year] to [day month year]. If acceptable grades are received, applicant will be granted a [type of degree]
with a major field of study in [discipline of major].”
(9) If the application is for schooling of 60 days or more, a signed statement, indicating the following: “If
I am entered into the DCP per AR 621– 1, I agree that on completion of the education or withdrawal or re-
moval from the program, I will serve on active duty for a period equal to three times the length of school-
ing unless sooner relieved for the convenience of the Government. ADSOs will be computed in days per
AR 350 –100 or SRR per AR 614 – 200. I also agree to bear all expenses for this training, including tuition,
fees, and books.”
(10) Applicant’s current contact information including email, mailing address, home phone, and duty
phone (both commercial and Defense Switched Network).
(11) Final approval for officers to attend DCP, including the field of study and institution is––
(a) The applicant’s career manager for all undergraduate degrees and graduate degrees less than 365
days in duration.
(b) The CG, HRC (AHRC – OPL– C) for graduate degrees 365 days or more in duration.
7–5. Assignment instructions and reporting
a. Request for assignment instructions.
(1) Assignment to an academic institution for 20 weeks or more will constitute a PCS. CDP candidates
will normally remain at their current duty station or service school for completion of degree.
(2) Appropriate assignment instructions will be issued by HRC once the applicant is approved to partic-
ipate in the DCP and is accepted by the educational institution. Applicants will be assigned to USASD
Fort Jackson, SC with duty at educational institution. If required, appropriate assignment instructions will
be issued for CDP participants once the applicant is approved by his or her career manager and if ac-
cepted by their educational institution.
(3) Soldiers will attend undergraduate schooling at current or follow-on duty station. Undergraduate
DCP candidates are not authorized to PCS to a separate location for schooling.
(4) Assignment instructions directing removal will be issued when—
(a) The Soldier completes training.
(b) There is a medical problem, disciplinary problem, or other reason, as determined by HRC.
(c) Necessary for the needs of the Army.
b. Reporting. Participants may not report to the respective educational institution prior to report date,
unless approved in writing by their career manager.
7–6. Student requirements
a. Upon receiving assignment instructions, participants will immediately visit the USASD website at:
https://usacimt.tradoc.army.mil/ltb/usasd/in-processing.html for in-processing information, inform USASD
of placement in the DCP, and provide arrival dates at the civilian school.
b. Participants must maintain a minimum grade of C (2.0 on a 4.0 scale) in each course.
c. Participants must submit a DA Form 2125 to their career manager not later than 1 week prior to the
start of each quarter/semester.
d. Participants must submit a DA Form 1059– 1 to HRC (AHRC –OPL –L) not later than 60 days after
completion of studies.
e. Participants must submit official transcripts from their university to their career managers not later
than 60 days after degree is awarded.
f. Failure to comply with these requirements are reasons for a Soldier’s immediate disenrollment from
the DCP or CDP.
g. Healthcare and medical readiness requirements for partially-funded long course programs are the
same as those listed in paragraph 5 –8.
7–7. Extracurricular activities
Students will devote themselves to full-time academic studies. Business activities are restricted in accord-
ance with DoD 5500.07 – R. With the exception of paragraph 5–12d, professional and other military activi-
ties will be voluntary and will not interfere with the student’s academic studies.
AR 621–1 • 8 May 2024 23
7–8. Funding
Soldiers selected for the DCP or the CDP must pay all expenses including tuition, fees, and books. Finan-
cial aid may be available through the MGIB, VEAP, or Post 9/11. Those interested in financial aid should
contact their local education center for details. In accordance with AR 621 – 5, Soldiers under the DCP are
not authorized tuition assistance. Applicants will receive only authorized pay and allowances.
7–9. Service obligation and recoupment
a. Service obligation. Applicants who are enrolled into the DCP requiring 60 days or more will incur an
ADSO in accordance with AR 350 –100 or SRR in accordance with AR 614– 200. Applicants must agree,
in writing, to serve their ADSO and submit it at time of application to HRC.
b. Recoupment. Recoupment does not pertain to the DCP or CDP.
7–10. Post-schooling assignment
a. Graduate degree level. Participants in the DCP pursing a graduate degree whose schooling ex-
ceeds 365 days must serve in a validated AERS position coded for that degree level immediately follow-
ing completion of the program. If the period of schooling is 365 days or less, assignment will be made
based on Army needs and the officer’s professional development. Deferred or interrupted AERS assign-
ments must be approved by HRC (AHRC –OPL –C) at least 90 days prior to deferred date. Soldiers in the
CDP will be placed on assignment based on the needs of the Army and the Soldier’s professional devel-
opment.
b. Undergraduate degree level. Assignments will be made based on the needs of the Army and the
Soldier’s professional development.
7–11. Permissive temporary duty
a. Applicants approved to attend the DCP in a permissive temporary duty (PTDY) status will continue
to be assigned to current command at time of request.
b. PTDY request will include:
(1) Rank and name.
(2) Current mailing address.
(3) Control branch.
(4) Civilian institution and complete location.
(5) PTDY dates.
(6) PTDY number of days.
(7) Justification for PTDY request.
(8) Endorsement from current command (this can be a signed DA Form 31 (Request and Authority for
Leave) or a signed memorandum of endorsement).
(9) Email address and phone number.
c. Final approval authority for PTDY is the CG, HRC.
Chapter 8
Training with Industry Program
8–1. General
The purpose of TWI is to provide selected Army personnel the opportunity to gain career-broadening ex-
perience while working in an industry environment. It also provides the participant’s organization the
means to acquire needed skills or expertise to accomplish its mission. TWI is a nondegree producing pro-
gram providing training and skills in best business procedures and practices not available through existing
military or advance civilian schooling programs for identifiable DoD requirements. In accordance with
DoDI 1322.06, TWI assignment criteria are as follows:
a. There must be an existing Army need or future capability fulfilled by virtue of the experience gained
from the TWI.
b. There must be either a utilization tour or assignment to which the individual is assigned, or a clear,
documented future need for the skill that is to be gained at a future follow-on utilization tour (see para
8– 8).
AR 621–1 • 8 May 2024 24
c. The TWI tour or assignment should not exceed 12 months in length. Any TWI tour or assignment
that will exceed 12 months must be approved by CG, HRC (AHRC– OPL – C).
d. The proposed TWI tour or assignment must meet professional development requirements.
e. There must be a written agreement between the private sector host, Army personnel involved, and
the Army before the start of the TWI assignment.
f. The education or training to be received or the research to be performed by a fellowship, scholar-
ship, TWI, or grant recipient must be designed to qualify the recipient to satisfy a requirement or potential
requirement of the Secretary of the Army, contribute to the recipient’s recognized potential for career ser-
vice, or constitute a contribution to a project of value to the United States.
8–2. Determining annual Training with Industry quotas
The approving authority to change the number of TWI quotas is the DMPM. Request for additional alloca-
tions will be submitted to HRC (AHRC –OPL –C) for processing.
8–3. Identification of utilization positions
a. Requesting agencies must review their organizations in order to identify positions where TWI experi-
ence is essential for optimum performance of duties. Such positions require detailed, thorough, and ex-
plicit knowledge in a technical field. This knowledge enhances unit preparedness for mobilization, staff
planning, coordination, and command advisory functions. This review should also ensure that the training
requirements cannot be satisfied through civilian education short course training or through the Army
School System.
b. TWI (97) positions require Soldiers to interact with the private sector on a routine basis. These posi-
tions will be identified and documented in TAADS – R.
c. No position can be documented as requiring both an advanced civilian degree and TWI.
8–4. Request preparation
a. Requests for TWI assignment positions will be compiled and submitted by DA Staff agencies,
ACOM, ASCC, DRU, and other Army activities. Where requirements exist for Army personnel with TWI
experience within DoD agencies, these agencies will also submit a request in order to develop a sufficient
training program to support all requirements imposed upon the Army.
b. TWI assignment positions will be requested similarly to AERS positions. The procedures outlined in
paragraph 3 – 2 should be followed in completing a request for a TWI (97) position validation.
c. Appropriate intervening commands or supervisory echelons will review requests submitted by pre-
paring agencies to ensure adequacy, completeness, and accuracy of the memorandum of request. Com-
mands must also consider the mission essentialness of positions being recommended for validation.
8–5. Validation of Training with Industry training positions
a. In conjunction with the annual AERS review, requests for TWI training position changes will be eval-
uated and validated in accordance with current External Utilization Review Board guidance.
b. Activities and commands that identify a need for changes to TWI training positions will submit a re-
quest for validation and deletion through CG, HRC and appropriate intermediate channels to the Assistant
Secretary of Defense for Readiness. Requests for newly validated training positions will eliminate an ex-
isting validated TWI training position.
c. The approval authority for new TWI training position changes is the Principal Deputy Under Secre-
tary of Defense for Personnel and Readiness.
8–6. Eligibility
a. Status.
(1) Commissioned officers and WOs must––
(a) Be part of an RA component.
(b) Have a minimum of 3 years and enough time in service after completing TWI to fulfill the incurred
service obligation.
(2) NCOs must––
(a) Be part of an RA component.
(b) Have completed appropriate NCO educational programs for grade and years of service.
AR 621–1 • 8 May 2024 25
(c) Have held the rank of sergeant/E – 5 or higher and have enough service time left after completing
TWI to fulfill the SRR.
b. Potential. A review of the candidate’s AMHRR must reflect the candidate has the potential for fu-
ture, long-term service, as determined by HRC.
c. Development. Soldiers must be qualified for promotion or recently promoted to where TWI participa-
tion will not place the Soldier at risk for promotion to the next rank.
d. Minimum academic requirements. Applicants must meet or exceed the academic requirements de-
termined by the TWI organization for each fiscal year.
e. Height/weight standards. Applicants must meet height/weight requirements in accordance with AR
600 –9.
f. Medical fitness standards. See paragraph 8–7b.
g. Flagging. Must not be flagged for any reason.
h. Promotion. Must not have been passed over for promotion to the next grade.
i. Other eligibility requirements. Other eligibility requirements are applicable as determined upon notifi-
cation of fiscal year competition.
8–7. Application guidance
All personnel seeking to participate in the TWI program must—
a. Contact their career manager for eligibility and availability of host organizations. Submit the required
documents in accordance with the annual news release.
b. Submit a report of periodic health assessment and dental examination within 60 days of course
start, which includes:
(1) Medical readiness classification (PULHES) of 1 or 2. If the applicant has a temporary, duty-limiting
profile, the report will include a statement by his or her PCM as to the prognosis for the condition, for ex-
ample, if the condition affects potential for future, long-term service.
(2) A copy of DA Form 3349 if the applicant has a permanent designator (PULHES) of 2 or 3 in the
physical profile serial system.
8–8. Training with Industry utilization
a. All students participating in the TWI Program incur a mandatory utilization assignment to be served
immediately following completion of the program at their respective organization. The TWI utilization obli-
gation will be for a minimum of 24 consecutive months.
b. Soldiers with TWI experience will serve subsequent assignments in positions requiring TWI experi-
ence based upon Army requirements and professional development considerations. Subsequent assign-
ments to TWI positions will occur consistent with career development.
c. The gaining command has the responsibility to ensure that officers assigned against approved TWI
positions are properly utilized. The unit’s authorization document must reflect each approved TWI (97)
position in TAADS –R. This will be accomplished by the requesting activity in accordance with AR 71 – 32.
d. Upon assignment of a TWI officer (for an initial utilization tour) to an approved position, no replace-
ment for that position will be assigned for a period of 24 months or until the officer is reassigned by
HQDA.
e. The CG, HRC is the approval authority for all requests for deferral from initial TWI utilization assign-
ments. All requests will have full justification (for example, attending intermediate level education, se-
lected for command, and so forth). Requests will be submitted no later than 6 months in advance to allow
time to coordinate with DA staff agencies.
f. Soldiers who receive curtailment of their initial TWI utilization assignment will complete the remain-
der of the utilization (to 24 months) at the next available opportunity.
8–9. Training with Industry requisitions
Personnel requisitions to fill approved TWI (97) positions are K type (DA special requisitions). In order to
ensure that TWI positions are properly filled with trained personnel, commands and agencies must com-
ply with the provisions of paragraph 8 –10.
AR 621–1 • 8 May 2024 26
8–10. Annual review
ACOMs, ASCCs, DRUs, agencies, and activities will conduct an annual review of validated TWI (97) posi-
tions in the same manner as the annual AERS review process. HRC will conduct an annual review of TWI
training positions and will brief the results to the DCS, G –1 and the DCS, G– 3/5/7 upon request.
8–11. Records, reports, and monitoring of the Training with Industry Program
a. Records.
(1) The training agencies participating in the TWI Program will keep accurate and current records of
participating personnel (see para 1– 6). Records will include—
(a) Name and grade.
(b) Name of industry and point of contact at the company.
(c) Date of training.
(d) Reports of activities while in training.
(e) Authority for the training (proponent).
(f) Service obligation statements.
(2) Training agencies will keep rosters of all persons who have completed the TWI Program. HRC will
update AMHRR on receipt of a completed DA Form 1059– 1.
b. DA Form 1059– 1.
(1) Before a student completes his or her tour of duty, DA Form 1059 –1 will be prepared in accordance
with AR 623 – 3 and DA Pam 623– 3. Students will complete administrative data and then submit the report
to the proper training agency officials for completion of civilian institution section in accordance with AR
623 –3 and DA Pam 623 – 3. The student should ensure that the institution officials know the purpose of
DA Form 1059 –1 is to reflect:
(a) Description of training received.
(b) Comments on student’s initiative.
(c) Technical expertise.
(d) Ability to work with civilian personnel.
(2) Student will annotate weight, height, and physical fitness test result (pass/non-pass with
month/year) at the bottom of section II.
(3) Upon completion of the civilian institution section, the company official/academic advisor and stu-
dent will sign and send the DA Form 1059 –1 and any attachments to Commander, U.S. Army Human Re-
sources Command (AHRC –OPL – C), 1600 Spearhead Division Avenue, Fort Knox, KY 40122 –5208. It is
critical that the report be sent as soon as possible after completion of training.
c. Reports required. TWI participants are required to file reports in accordance with instructions con-
tained in their student handbook.
d. Monitoring of training. Proponents (training agencies) will monitor the progress of persons in this
program (see para 1 –6).
8–12. Assignment instructions and reporting
a. Request for assignment instructions.
(1) Assignment instructions will be issued by the applicable career division once the candidate is ap-
proved by HRC (AHRC– OPL –C).
(2) Assignment instructions directing removal will be issued when—
(a) The participant completes training.
(b) There is a medical problem, disciplinary problem, or other reason, as determined by HRC.
b. Reporting. Participants may not report to the respective industry prior to report date unless ap-
proved in writing by HRC (AHRC –OPL –C).
c. Participants requirements. Participants will request review by the appropriate ethics counselor be-
fore acceptance of a TWI.
8–13. Student requirements
a. Notification (non-Army Medical Department). Upon receipt of assignment instructions, participants
will immediately visit the USASD website at https://usacimt.tradoc.army.mil/ltb/usasd/in-processing.html
for in-processing information, inform USASD of placement in TWI and arrival dates at the industry, and
review HRC TWI student instructions located on the HRC website at https://www.hrc.army.mil.
AR 621–1 • 8 May 2024 27
b. Army Medical Department personnel. Army Medical Department personnel will be assigned to the
student detachment, Fort Sam Houston, TX with duty at the host company.
c. Submitting DA Form 1059– 1. The participant must submit a DA Form 1059 – 1 to HRC
(AHRC –OPL– C) not later than 60 days after completion of training.
d. Reports. The participant is required to submit reports as stated in the HRC TWI student instructions
located on the HRC website at https://www.hrc.army.mil.
e. Healthcare and medical readiness. Healthcare and medical readiness requirements for the TWI
Program are the same as those listed in paragraph 5 – 8.
8–14. Funding
HRC (AHRC– OPL – C) will not provide funding for any part of a TWI program. Host TWI companies may
provide funding. Students will submit funding requests in accordance with HRC TWI student instructions
located on the HRC website at https://www.hrc.army.mil. HRC (AHRC –OPL –C) will submit the request to
the ethics counselor for legal opinion. The student may not accept or proceed without written approval.
No funds will be transferred from the host TWI company to the Soldier, this includes reimbursement. If the
host TWI company volunteers to fund a trip, it must be in-kind. Tuition assistance is authorized for TWI
students attending classes after hours in accordance with AR 621 – 5.
8–15. Service obligation and recoupment
a. In accordance with DoDI 1322.06, applicants selected for participation in the TWI Program will incur
an ADSO or SRR on completion or termination of TWI.
b. Officers must agree, in writing, to serve on active duty three times the length of their training, com-
puted in days, and submit it at time of application to HRC. NCOs must meet the SRRs prescribed in AR
614 –200. Reenlistment documentation, if applicable, must be submitted at time of application to HRC.
c. For officers, the service agreement memorandum will state the following: “I understand that if I am
selected to participate in the TWI Program, I will incur an ADSO in accordance with AR 350 – 100 in the
U.S. Army for a period of three times the length of the period, computed in days, that I am educated un-
der the provisions of my program. I further understand this ADSO is to be served consecutively with other
civilian ADSOs.”
d. For enlisted, the service agreement memorandum will state the following: “I understand that if I am
selected to participate in the TWI Program, I enlisted will serve the SRR in accordance with AR 614– 200.”
8–16. Post-schooling assignment
a. Post-schooling assignment will be for 24 months, in a TAADS AERS validated position as deter-
mined by the participant’s career branch. HRC (AHRC –OPL – C) is the final approving authority for all
post-schooling assignments.
b. Branch proponent identifies the positions and monitors the filling of the positions closely.
Chapter 9
Short Course Training
9–1. General
This chapter provides procedures for military personnel to attend short courses of less than 20 weeks at
civilian institutions or other Federal agencies. Training must be required to perform present duties and
must not be available in the service school system. Short course training will not be used as a means to
obtain a college or university degree. Funds for training, TDY travel, and per diem will be provided by the
sponsoring agency.
9–2. Service obligation
Normally, an ADSO will not be incurred by attendance at short course instruction. When an officer’s train-
ing exceeds 60 days, an ADSO of three times the length of schooling is incurred in accordance with AR
350 –100, and enlisted personnel will meet the SRR in AR 614 –200.
AR 621–1 • 8 May 2024 28
9–3. Requests for training
a. Individual. Army personnel desiring to attend short courses will submit a request to their chain of
command. This request will be submitted on standard form (SF) 182 (Authorization, Agreement, and Cer-
tification of Training) and will be accompanied by the following:
(1) A brochure on the course or other descriptive information.
(2) A supervisor’s statement that the training specifically relates to the Soldier’s current duties, that the
training is not available in the service school system, and that a release for the period will be granted.
(3) A justification addressing the need for short course training and how the applicant will better per-
form his or her duties by attending the course.
b. Agency training manager. Training managers will process SF 182 in accordance with the estab-
lished requirements and locally established procedure.
9–4. Payment of tuition
a. Vendor invoice. Vendors will invoice the sponsoring unit for the cost of tuition. A copy of SF 182
must accompany the invoice.
b. Government voucher. The Office of Personnel Management or other Federal government agencies
will be paid using an SF 1080 (Voucher for Transfers Between Appropriations and/or Funds).
c. Advance payment. When vendors require payment in advance (at the start of training), a check may
be obtained from the agency’s finance office by completing the SF 182.
Chapter 10
Headquarters, Department of the Army Strategic Broadening Seminars
10–1. General
The HQDA Strategic Broadening Seminar (SBS) Program is an opportunity for commissioned officers,
WOs, senior NCOs, and DA Civilians to gain an appreciation for the “complex contemporary security envi-
ronments” future senior leaders need to lead Army, Joint, interagency, and multinational task forces and
teams. The diverse curriculum and unique characteristics of each SBS host challenges attendees to think
critically and creatively. Attendees study and interact with world class academics, senior Army leaders,
international and interagency partners, and business executives in a team based, small group environ-
ment. Programs highlight and explore national security challenges within the instruments of national
power and provide an understanding of the impact of international relations, information, and economics
on the Army, DoD, and the nation. The approval authority for the SBS program is the DCS, G –3/5/7. Pro-
gram management resides with the Strategic Leadership Division (DAMO – SSF).
10–2. Selection
The HQDA SBS Program is considered to be competitive. Commissioned officers, WOs, senior NCOs,
and DA Civilians are centrally selected for attendance to an SBS program by the Department of the Army
Fellowship Review Committee.
10–3. Service obligation
No ADSO is incurred for attendance to an SBS program. Attendees who complete the program receive
an additional skill identifier of 6Z (Strategic Education and Development) and will be tracked for future uti-
lization.
AR 621–1 • 8 May 2024 29
Appendix A
References
Section I
Required Publications
Unless otherwise indicated, DA publications are available on the Army Publishing Directorate website at
https://armypubs.army.mil/. DoD issuances are available on the Washington Headquarters Services web-
site at https://www.esd.whs.mil/dd/. The CFR is available at https://www.ecfr.gov/. USC material is availa-
ble at https://uscode.house.gov/.
AR 27–1
Judge Advocate Legal Services (Cited in para 6 –1.)
AR 71–32
Force Development and Documentation Consolidated Policies (Cited in para 2–3c.)
AR 165–1
Army Chaplain Corps Activities (Cited in para 1–8b.)
AR 350–100
Officer Active Duty Service Obligations (Cited in para 5–5b.)
AR 351–3
Professional Education and Training Programs of the Army Medical Department (Cited in title page.)
AR 600–8–10
Leaves and Passes (Cited in para 5–7b(3).)
AR 600–9
The Army Body Composition Program (Cited in para 5 –14.)
AR 601–141
U.S. Army Health Professions Scholarship, Financial Assistance, and Active Duty Health Professions
Loan Repayment Programs (Cited in para 6 –1.)
AR 614–100
Officer Assignment Policies, Details, and Transfers (Cited in para 4 – 3.)
AR 614– 200
Enlisted Assignments and Utilization Management (Cited in para 5–5b.)
AR 621–5
Army Continuing Education System (Cited in para 5–3b.)
AR 621–7
The Army Fellowship and Scholarship Program (Cited in para 6–1f(1).)
AR 623–3
Evaluation Reporting System (Cited in para 1–4h(2).)
AR 635–40
Disability Evaluation for Retention, Retirement, or Separation (Cited in para 5–8b(3)(d).)
AR 670–1
Wear and Appearance of Army Uniforms and Insignia (Cited in para 5–13a.)
Army Federal Acquisition Regulation Supplement
(Cited in para 6–8a(2).) (Available at https://www.acquisition.gov/afars.)
DA Pam 623–3
Evaluation Reporting System (Cited in para 8–11b(1).)
DoD 5500.07–R
Joint Ethics Regulation (JER) (Cited in para 5–11f.)
AR 621–1 • 8 May 2024 30
DoDI 1322.06
Fellowships, Legislative Fellowships, Internships, Scholarships, Training-With-Industry (TWI), and Grants
Provided to DoD or DoD Personnel for Education and Training (Cited in title page.)
DoDI 1322.10
Policy on Graduate Education for Military Officers (Cited in para 1–4b(5)(b).)
DoDI 5230.09
Clearance of DoD Information for Public Release (Cited in para 6–7c.)
5 CFR 3601.103
Additional exceptions for gifts from outside sources (Cited in para 5–7c(1)(b).)
5 CFR 3601.103(b)
Scholarships and grants (Cited in para 5–11f.)
41 CFR 304–4 through 304–6
Agency Requirements (Cited in para 5–11f.)
10 USC 2005
Advanced education assistance: active duty agreement; reimbursement requirements (Cited in para 1 –1.)
10 USC 2013
Training at non-Government facilities (Cited in para 1– 1.)
10 USC 7401
Members of Army: detail as students, observers, and investigators at education institutions, industrial
plants, and hospitals (Cited in para 1 – 1.)
31 USC 1353
Acceptance of travel and related expenses from non-Federal sources (Cited in para 5–11f.)
Section II
Prescribed Forms
Unless otherwise indicated, DA forms are available on the Army Publishing Directorate website at
https://armypubs.army.mil/.
DA Form 1618
Application for Detail as Student Officer at a Civilian Educational Institution or at Training with Industry
(Cited in para 6–5b.)
DA Form 2125
Report to Training Agency (Cited in para 5–10b(1).)
AR 621–1 • 8 May 2024 31
Appendix B
Internal Control Evaluation
B–1. Function
The functions covered by this evaluation pertain to educational training for advanced education programs
and requirements for military personnel.
B–2. Purpose
The purpose of this evaluation is to assist intended users to evaluate their key internal controls. It is not
intended to cover all controls.
B–3. Instructions
These key internal controls must be formally evaluated at least once every 5 years or whenever the inter-
nal control administrator changes. Answers must be based on the actual testing of key internal controls
(for example, document analysis, direct observation, sampling, simulation, or other). Answers that indi-
cate deficiencies must be explained and corrective action indicated in supporting documentation. Certifi-
cation that this evaluation has been conducted must be accomplished on DA Form 11 – 2 (Internal Control
Evaluation Certification).
B–4. Test questions
a. Are positions reviewed annually for graduate or undergraduate degree or TWI experience?
b. Are approved organizations validating AERS and TWI additions or deletions?
c. Are service obligations accurately calculated and applied for funded courses?
d. Is PCS being authorized only for long course programs that exceed 20 weeks?
B–5. Supersession
This evaluation replaces the evaluation previously published in AR 621 –1, dated 11 December 2019.
B–6. Comments
Help make this a better tool for evaluating internal controls. Submit comments via email to Deputy Chief
of Staff, G – 1 (DAPE – MPO –D), usarmy.pentagon.hqda-dcs-g-1.mbx.publishing-team@army.mil.
AR 621–1 • 8 May 2024 32
Glossary of Terms
Army command, Army service component command, direct reporting unit, agency, and/or activity
Member of the AERS who approves unit AERS positions. Database manager for TAADS –R AERS coded
positions.
Army Educational Requirement System
An annual review system established under the direction of the DCS, G– 1 to identify all Army officer posi-
tions where civilian schooling or TWI (nondegree producing) is essential for optimum performance of du-
ties. The AERS also provides the means for determining the Army’s annual ACS and TWI requirements.
Assets
For the purposes of this regulation, assets are defined as:
a. Nonobligated Army Educational Requirement System assets. Officers who have obtained ACS educa-
tion degrees or TWI (and WOs with bachelor’s degrees) in academic disciplines that support their branch,
functional area, or MOS. Nonobligated officers include officers who obtained their degrees on their own,
officers who obtained their degrees prior to entry on active duty, and officers who obtained their degree
from a funded program and have completed one 24-month AERS utilization tour.
b. Obligated Army Educational Requirement System assets. Officers who have obtained advanced civil-
ian education degrees or TWI under the provisions of this regulation (Army sponsored, fully or partially-
funded) and have not completed a 24-month utilization tour.
Civilian schooling program
Covers all programs discussed in this regulation, to include ACS, EGSP, DCP, CDP, TWI, HQDA SBS
Program, and short course training.
Excepted positions
Positions that must be filled by officers who hold a graduate degree as a requisite for commissioning; for
example, law degree for JAGC officers. These positions will not be requested under the provisions of this
regulation. However, if these excepted positions require additional graduate training, for example, Master
of Laws for JAGC, they will be requested in accordance with this regulation.
Fully-funded
While pursuing a graduate degree, the military officer receives full pay and allowances, with the majority
of the tuition and other schooling costs being assumed or paid by the U.S. Government or by another or-
ganization. The officer attends school instead of performing usual military duties.
Interim validation
Temporary validation of a request (see para 2 –4).
Long course instruction
Training of 20 weeks or more.
Partially-funded
In accordance with DoDI 1322.10, while pursuing a graduate degree, the military officer receives full pay
and allowances with the majority of tuition and other schooling costs paid by the officer from personal
funds and/or benefits to which the military officer was entitled. The officer attends school instead of per-
forming usual military duties.
Permissive temporary duty
A period of authorized absence not chargeable as leave by which a member is excused from the perfor-
mance of official duties to participate for personal reasons in a quasi-official activity or function from which
the Army will derive benefits.
Proponent
Member of the AERS who reviews requests for validation submitted by the field and conducts an analysis
of the force structure, organizational mission, and officer professional development patterns.
Short course instruction
Training of less than 20 weeks.
Stabilized
A state of health or disease from which little if any immediate change is expected.
AR 621–1 • 8 May 2024 33
Training with Industry
A nondegree producing program designed to provide training or to develop skills in best business proce-
dures and practices not available through existing military or ACS programs for identifiable DoD require-
ments. The private sector hosts are for-profit companies or organizations. DoD continues to pay normal
salaries and allowances to the individual while assigned outside DoD.
Training with Industry Program sponsor
The Army staff office or organizational headquarters that is the technical expert for a given branch or
functional area and serves as the liaison between the U.S. Army and the respective participating industry.
Validated positions
Specific positions that are reviewed by the proponent and validated by the ACOM, ASCC, DRU, agency,
or activity and approved by the DCS, G –3/5/7. Pursuant to DoDI 1322.10, positions in which individuals
possessing qualifications that normally may be acquired only through graduate education in a relevant
field or study optimally perform the primary duties. The two types of validated positions are those in which
the officer must possess graduate education to––
a. Conduct effective staff planning, coordination, command, and/or advisory functions.
b. Manage or exert direct technical supervision over military and/or civilian personnel who are required to
possess professional technical qualifications that may include graduate education.
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Categories: Army Regulation