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FinanceChauffeur

Military & veteran financesLesson 3 of 47 min readBy Finance ChauffeurLast reviewed

The VA loan and moving money

See what a zero-down VA loan costs against a 5%-down conventional loan, when the funding fee is waived, and how to bridge a PCS before reimbursement arrives.

Two money events in military life have no civilian equivalent: buying a home with a loan the VA guarantees, and packing up on the government's schedule every two or three years. Both reward knowing the rules before the orders arrive.

The VA loan: what the guarantee buys you

A VA loan is a mortgage from an ordinary lender that the Department of Veterans Affairs guarantees. Because the VA stands behind part of the loan, the lender can drop the two things that make a low-down-payment conventional loan expensive:

  • No down payment. You can finance the full price.
  • No PMI. A conventional loan with less than 20% down carries private mortgage insurance every month; a VA loan never does.
  • Competitive rates, no prepayment penalty, and limits on lender fees.

Eligibility covers service members, veterans and some surviving spouses. Your first step is a Certificate of Eligibility (COE), which you request on va.gov, through your lender, or by mail with VA Form 26-1880. You must intend to live in the home as your primary residence; if orders move you later, you can keep it as a rental.

FeatureVA loanConventional loan
Down payment$0 allowedCommonly 3%–20%
Monthly PMINoneRequired under 20% down
Upfront costOne-time funding fee, financeableNone specific to the loan
OccupancyPrimary residence at purchasePrimary, second home or rental
Who qualifiesService members, veterans, some surviving spousesAnyone the lender approves

The trade-off is the funding fee, a one-time charge that depends on your down payment and whether you have used the benefit before; you can roll it into the loan.

Down paymentFirst useSubsequent use
Less than 5%2.15%3.3%
5% to 9.99%1.5%1.5%
10% or more1.25%1.25%

You pay no funding fee if you receive VA compensation for a service-connected disability (or would, but draw retirement pay instead), have a pre-discharge disability rating, are on active duty with a Purple Heart, or are a surviving spouse receiving Dependency and Indemnity Compensation — a $6,450 waiver on a $300,000 first-use loan.

PCS: the move the government pays for, after you pay

A permanent change of station (PCS) is the order to relocate, and it can come every two or three years. The government covers most of the cost, but almost all of it arrives as reimbursement — you spend first, file a claim, and the money follows. Knowing the program names is how you collect all of it.

What the government paysHow it reaches you
Household goods shipmentBooked through your transportation office; or a personally procured move (PPM), where you move yourself and are paid a share of what the government would have spent
Travel: mileage and per diem for you and your dependentsClaimed on your travel voucher (DD Form 1351-2) after you arrive
Dislocation Allowance (DLA)A flat payment, by rank and dependents, for costs no other allowance covers; you can request it in advance
Temporary lodging (TLE in the US, TLA overseas)Hotel and meals for the days the JTR allows at each end of the move
Advance payA portion of base pay paid before the move and repaid by allotment over the following months

The rates come from the Joint Travel Regulations and change every year; your finance office and travel.dod.mil have the current figures. The gaps are what the table does not list: a security deposit on the new rental before the old one is refunded, utility set-up fees, pet deposits, shipping a second car, and a spouse's paycheck that stops for weeks while they find work in the new town.

That last gap is why an emergency fund does double duty in a military household: it also covers the predictable lag between paying for a move and being reimbursed. A sinking fund labelled "next PCS," built from the month you arrive, does the same job on purpose — the savings-goal calculator sets the monthly amount.

The loan and the move are both paperwork systems: a COE and a funding-fee table on one side, a travel voucher and a DLA request on the other. Learn them before the orders come and both events turn from surprises into line items.

Check your understanding

0 of 4 answered

Pick an answer to check it — you’ll see right away whether you got it, plus a quick explanation.

1.On a $300,000 first-use VA loan with nothing down, what is the funding fee?
2.Which of these makes you exempt from the VA funding fee?
3.Mateo's zero-down VA loan costs $1,937 a month and the 5%-down conventional loan costs $1,944 with PMI. What is the biggest practical difference on day one?
4.A PCS reimbursement for travel and per diem starts only after you file which form?

Answer all 4 questions to see your score.