Military Deferment Request Form (Page 2 of 3) in pdf

SECTION 5: INSTRUCTIONS FOR COMPLETING THE FORM

Type or print using dark ink. Enter dates as month-day-year (mm-dd-yyyy). Use only numbers. Example: January 1, 2008 = 01-01-2008. In order to establish

your eligibility, (1) an authorized official must complete section 4, or (2) a copy of your military orders or a written statement from your commanding or

personnel officer must be attached. If you need help completing this form, contact your loan holder. If you are applying for a deferment of loans that are held

by different loan holders, you must submit a separate deferment request to each loan holder.

Return the completed form and any required documentation to the address shown in Section 8.

SECTION 6: DEFINITIONS

n Active duty means full-time duty in the active military service of the United States as defined in 10 U.S.C. 101(d)(1), but does not include training or

attendance at a service school.

n An authorized certifying official is my commanding or personnel officer.

n Capitalization is the addition of unpaid interest to the principal balance of my FFEL or Direct Loan program loan. This will increase the principal and total

cost of my loan.

n A deferment is a period during which I am entitled to temporarily postpone making payments on the principal balance of my loan(s). Interest is not

charged during a deferment on subsidized FFEL or Direct Loan program loans, or on Perkins Loan Program loans. Interest is charged during a deferment

on unsubsidized FFEL and Direct Loan program loans.

n The Federal Family Education Loan (FFEL) Program includes Federal Stafford Loans (both subsidized and unsubsidized), Federal PLUS Loans, and

Federal Consolidation Loans.

n The Federal Perkins Loan (Perkins Loan) Program includes Federal Perkins Loans, National Direct Student Loans (NDSL), and National Defense Student

Loans (Defense Loan).

n The William D. Ford Federal Direct Loan (Direct Loan) Program includes Federal Direct Stafford/Ford (Direct Subsidized) Loans, Federal Direct

Unsubsidized Stafford/Ford (Direct Unsubsidized) Loans, Federal Direct PLUS (Direct PLUS) Loans, and Federal Direct Consolidation (Direct Consolidation)

Loans.

n Forbearance means permitting the temporary cessation of payments, allowing an extension of time for making payments, or temporarily accepting smaller

payments than scheduled. I am responsible for paying the interest that accrues on my loans during a forbearance. If I do not pay the interest that accrues

on a FFEL or Direct Loan program loan during forbearance, it may be capitalized. Unpaid interest that accrues on a Perkins Loan Program loan during a

forbearance is not capitalized.

n The holder of my FFEL Program loan(s) may be a lender, guaranty agency, secondary market, or the U.S. Department of Education (ED). The holder of my

Direct Loan Program loan(s) is ED. The holder of my Perkins Loan Program loan(s) may be a school or ED.

n Military operation means a contingency operation as defined in 10 U.S.C. 101(a)(13). A contingency operation is a military operation that (1) is

designated by the U.S. Secretary of Defense as an operation in which members of the Armed Forces are or may become involved in military actions,

operations, or hostilities against an enemy of the U.S. or against an opposing military force; or (2) results in the call or order to, or retention on, active duty

of members of the uniformed services under 10 U.S.C. 688, 12301(a), 12302, 12304, 12305, or 12406; 10 U.S.C. Chapter 15; or any other provision of law

during a war or during a national emergency declared by the President or Congress.

n National emergency means the national emergency by reason of certain terrorist attacks declared by the President on September 14, 2001, or subsequent

national emergencies declared by the President by reason of terrorist attacks.

n Qualifying National Guard duty during a war or other operation or national emergency means training or other duty, other than inactive, performed by a

member of the National Guard on full-time National Guard duty, as defined in 10 U.S.C. 101(d)(5), under a call to active service authorized by the President

or the Secretary of Defense. The training or other duty must be performed for more than 30 consecutive days under 32 U.S.C. 502(f) in connection with a

war, other military operation, or national emergency as declared by the President and supported by federal funds.

n Serving on active duty during a war or other military operation or national emergency means service by an individual who is (1) a Reserve of an Armed

Force ordered to active duty under 10 U.S.C. 12301(a), 12301(g), 12302, 12304, or 12306; or (2) a retired member of an Armed Force ordered to active

duty under 10 U.S.C. 688 for service in connection with a war or other military operation or national emergency, regardless of the location at which the

active duty service is performed; or (3) any other member of an Armed Force on active duty in connection with the emergency or subsequent actions or

conditions who has been assigned to a duty station at a location other than the location where the member is normally assigned.

n Title IV loans include loans made under the FFEL, Direct Loan, and Perkins Loan programs.

SECTION 7: ELIGIBILITY CRITERIA FOR MILITARY DEFERMENT



A military deferment is available only

for:

•

Federal Stafford Loans

(both subsidized and unsubsidized), Federal PLUS Loans, Direct Subsidized Loans, Direct Unsubsidized Loans, Direct PLUS Loans,

and Federal Perkins Loans, that were

first disbursed on or after July 1, 2001, and

•

Federal Consolidation Loans and Direct Consolidation Loans, only if all of my Title IV loans included in the consolidation loan were first disbursed

on or after July 1, 2001.



I may defer repayment of my eligible loan(s) for a maximum of 3 years while I

am:

•

Serving on active duty during a war or other military operation or national emergency. I must provide my loan holder with a copy of my military orders or a

written statement from my commanding or personnel officer, or I must have my commanding or personnel officer certify Section 4 on this form; or

•

Performing qualifying National Guard duty during a war or other military operation or national emergency. I must provide my loan holder with a copy of

my military orders or a written statement from my commanding or personnel officer, or I must have my commanding or personnel officer certify Section 4

on this form.

Page 2 of 3

Military Deferment Request Form Page 2

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