RECORD OF PROCEEDINGS
AIR FORCE BOARD FOR CORRECTION OF MILITARY RECORDS
IN THE MATTER OF: DOCKET NUMBER: BC-2004-03577
INDEX CODE 128.14
COUNSEL: No
HEARING DESIRED: No
_________________________________________________________________
APPLICANT REQUESTS THAT:
His election for the $30,000 Career Status Bonus (CSB) be accepted.
_________________________________________________________________
APPLICANT CONTENDS THAT:
His election was denied because it was received outside the six-month
eligibility window. He did not receive the election form from his
unit. Of his own initiative, he elected to receive the CSB in August,
the month of his 15-year mark. He was unaware at the time he had
fallen out of the eligibility window and assumed his money was on the
way. He only found out from his unit on 8 Nov 04 that his CSB would
not be approved. He indicates he was given a briefing about election
choices three months before August. This was the last and only
contact he received on the subject from the squadron. When he
approached his 15-year mark later in August, he became worried and
discovered the then temporary first sergeant had a stack of election
statements, including his. He elected the CSB but the first sergeant
said he would send them all off together as soon as he got one more
signature. He’s deployed, separated from his family, working 12 hour
shifts six days a week and is now advised he has to correct someone
else’s mistake.
The applicant provides copies of email messages showing he inquired
about the bonus on 25 Oct 04. His complete submission, with
attachments, is at Exhibit A.
_________________________________________________________________
STATEMENT OF FACTS:
The Military Retirement Reform Act (MRRA) of 1986, Public Law 99-348
(popularly known as REDUX), affected members who entered service after
31 Jul 86. Those individuals under MRRA
(REDUX) received retirement benefits of 40% at 20 years, unless the
member served for 30 years, which is not possible on active duty
without promotion.
The Fiscal Year 2000 National Defense Authorization Act (FY00 NDAA),
Public Law 106-65, changed the military retirement system.
Specifically, the change places those persons who first become members
of a Uniformed Service on or after 1 Aug 86 (as determined by their
Date of Initial Entry into Military Service/Uniform Service
(DIEMS/DIEUS), under the High-3/50% retired plan unless they elect to
receive a $30,000 one-time lump-sum bonus on or about the 15th year of
active duty service. To receive the CSB, a member agrees to remain on
active duty through 20 years of active service and to have retired pay
computed under the provisions of the 1986 Military Retirement Reform
Act (MRRA), commonly known as REDUX. These changes were effective
1 Oct 99. [Note: The DIEUS was formerly known as the DIEMS.]
The applicant’s DIEMS date is 21 Oct 88.
Examiner’s Note: Members, like the applicant, whose DIEUS is on or
after 1 Aug 85 and are eligible for the CSB are notified with a
“Notification of Career Status Bonus REDUX Eligibility” that they may
make a choice of retiring under REDUX (40% at 20 years plus the CSB)
or under High-3 (50% at 20 years). A member must submit the
prescribed CSB/REDUX election form and any other required forms as
directed in the eligibility notification no later than six months
after they received eligibility notification, or the date they reach
their 15th year of active service, whichever comes later. If a member
does not elect REDUX in the prescribed time, the member will
automatically and irrevocably remain under the High-3/50% retirement
plan.
In response to the AFBCMR Staff’s inquiry, HQ AFPC/DPPRR advised via
email, dated 21 Jan 04, that they had attempted to obtain a copy of
the eligibility Notification form but neither the applicant nor his
military personnel flight (MPF) had a copy. According to DD Form
2839, CSB Election, the applicant was notified on 17 Feb 04 that his
DIEMS date made him eligible for the CSB and he had to submit the
prescribed CSB/REDUX election form and any other required forms as
directed in the eligibility Notification no later than six months
after receiving the eligibility Notification. In the applicant’s
case, that was 17 Aug 04. According to the DD Form 2839, he did not
make his CSB election for a single lump sum of $30,000 until 30 Aug
04. The service recording of his election was 22 Sep 04. His
election was disapproved because it was submitted after the
applicant’s six-month suspense window.
_________________________________________________________________
AIR FORCE EVALUATION:
HQ AFPC/DPPRR recommends disapproval. Based on Air Force policy, the
applicant’s window of opportunity is past and he is no longer eligible
for this program. His submission was handled properly. Information
and criteria for this program is available through many sources, to
include, but not limited to, DOD and AFPC websites and Base Career
Advisors.
A complete copy of the evaluation is at Exhibit B.
_________________________________________________________________
APPLICANT'S REVIEW OF AIR FORCE EVALUATION:
A complete copy of the Air Force evaluation was forwarded to the
applicant on 29 Dec 04 for review and comment within 30 days. As of
this date, this office has received no response.
_________________________________________________________________
THE BOARD CONCLUDES THAT:
1. The applicant has exhausted all remedies provided by existing
law or regulations.
2. The application was timely filed.
3. Sufficient relevant evidence has been presented to demonstrate
the existence of error or injustice to warrant approving the
applicant’s CSB election. We cannot determine with certainty whether
the applicant’s election was delayed as a result of his own inaction
or, as he alleges, tardy processing on the part of his unit and the
temporary 1st sergeant. We do not find it inconceivable that events
transpired as he contends. Based on his emails, he appears to have
exercised reasonable initiative in obtaining his bonus. The applicant
was eligible for the CSB, appeared to have acted in good faith, and
missed the deadline by only two weeks. We believe a rational person
would act in his/her own best interests and any doubt in this case
should be resolved in the applicant’s favor. We therefore recommend
his records be amended as indicated below so that he may receive the
CSB.
_________________________________________________________________
THE BOARD RECOMMENDS THAT:
The pertinent military records of the Department of the Air Force
relating to APPLICANT be corrected to show that, on 15 August 2004,
competent authority approved his election to receive the Career Status
Bonus in a single lump sum payment of $30,000.00.
_________________________________________________________________
The following members of the Board considered this application in
Executive Session on 15 February 2005 under the provisions of AFI 36-
2603:
Mr. Robert S. Boyd, Panel Chair
Mr. Robert H. Altman, Member
Ms. Martha A. Maust, Member
All members voted to correct the records, as recommended. The
following documentary evidence relating to AFBCMR Docket Number BC-
2004-03577 was considered:
Exhibit A. DD Form 149, dated 11 Nov 04, w/atchs.
Exhibit B. Letter, HQ AFPC/DPPRR, dated 22 Dec 04
Exhibit C. Letter, SAF/MRBR, dated 29 Dec 04.
ROBERT S. BOYD
Panel Chair
AFBCMR BC-2004-03577
MEMORANDUM FOR THE CHIEF OF STAFF
Having received and considered the recommendation of the Air
Force Board for Correction of Military Records and under the authority
of Section 1552, Title 10, United States Code (70A Stat 116), it is
directed that:
The pertinent military records of the Department of the Air
Force relating to , be corrected to show that, on 15 August
2004, competent authority approved his election to receive the Career
Status Bonus in a single lump sum payment of $30,000.00.
JOE G. LINEBERGER
Director
Air Force Review Boards Agency
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