RECORD OF PROCEEDINGS
AIR FORCE BOARD FOR CORRECTION OF MILITARY RECORDS
IN THE MATTER OF: DOCKET NUMBER: BC-2007-02361
INDEX CODE: 137.00
COUNSEL: NONE
HEARING DESIRED: NO
_________________________________________________________________
APPLICANT REQUESTS THAT:
Her deceased former husband's records be corrected to show that he elected
former spouse coverage under the Survivor's Benefit Plan (SBP) program.
_________________________________________________________________
APPLICANT CONTENDS THAT:
On his retirement date of 1 Oct 91, her former husband was required to make
an SBP election. If he elected to decline SBP, her concurrence would have
been required. She is providing copies of the SBP forms that her husband
completed prior to his retirement. Although the Retired pay system
reflects SBP declined, the SBP Notification and Concurrence form (AF Form
1266) shows no SBP election was made and her signature is not on the form.
With no SBP election annotated, full SBP coverage should have been
established for her unless there was another AF Form 1266 completed.
She and her husband were divorced on 15 May 01 and a military pension order
was decreed on 20 Nov 01. Part of the pension order directs her former
husband to make SBP provisions for her. She knows that the court cannot
make a member elect SBP if it was formally declined at retirement, so it
was her impression that SBP was already in place and only an election
change had to be made. She was not told SBP had not been established for
her until her former husband's death in May 07. She is unaware of any
documentation of formal declination of SBP coverage and she does not recall
concurring with such an election.
She is aware that if her request is approved a debt would be established
due to owed premium deductions and the debt would have to be paid in full
before she would begin receiving a monthly annuity.
In support of the application, the applicant submits copies of the SBP
Notification and Concurrence, the SBP Election form, the Data for Payment
of Retired Air Force Personnel form, and her former spouse's death
certificate.
The applicant's complete submission, with attachments, is at Exhibit A.
_________________________________________________________________
STATEMENT OF FACTS:
The applicant and military service member were married on 19 May 75. There
is no evidence the member returned a 92-93 or 99-00 open enrollment
election form for the applicant while she was his wife. The parties
divorced on 16 May 01, and although unenforceable, a military pension order
incorporated in the divorce decree states that it would be appropriate for
the applicant to be named the sole beneficiary to the SBP. Defense
Enrollment Eligibility Reporting System (DEERS) records show that the
former military member remarried on 6 Dec 04 and died on 19 May 07.
_________________________________________________________________
AIR FORCE EVALUATION:
HQ AFPC/DPSIAR recommends denial. DPSIAR states there is no evidence that
the incomplete SBP election form provided by the applicant is the same
election form the AFAFC received and processed. DPSIAR opines the finance
center would not have updated the member's record to show he declined SBP
coverage unless a valid election form was received. DFAS-Cleveland Center
(DFAS-CL) did not properly ensure copies of critical SBP documents, such as
members' election forms and spouses' concurrence statements, were
safeguarded and retrievable following Oct 93 when DFAS-CL assumed Air Force
retired pay responsibilities. Nevertheless, there is a strong basis to
presume AFAFC administratively discharged their duties correctly, and in
compliance with the laws controlling proper establishment of SBP elections.
Furthermore, there is no evidence the member attempted to seek correction
to the declination of his SBP and pay associated costs for the ten years
following his retirement and before his divorce.
The SBP election form provided by the applicant was incomplete and not
initialed by the member. No valid spouse SBP coverage was established;
therefore, former spouse coverage may is not authorized in this case.
The complete DPSIAR evaluation is at Exhibit C.
_________________________________________________________________
APPLICANT'S REVIEW OF AIR FORCE EVALUATION:
A copy of the Air Force evaluation was forwarded to the applicant on 26 Oct
07 for review and comment within 30 days. As of this date, this office has
received no response (Exhibit D).
_________________________________________________________________
THE BOARD CONCLUDES THAT:
1. The applicant has exhausted all remedies provided by existing law or
regulations.
2. The application was timely filed.
3. Insufficient relevant evidence has been presented to demonstrate the
existence of error or injustice. The applicant submitted a copy of an AF
Form 1266 signed by the member in 1991. This form neither declines nor
elects SBP. Assuming possible facts most favorable to the applicant, at
its best possible, the situation could be a presumed election of “spouse”
coverage, not “former spouse.” At the time of his death, the member had a
spouse (not the applicant) who could have been eligible to recover any
“spouse” benefits. The spouse’s rights would be superior to the
applicant’s rights as former spouse. As the “former spouse,” the applicant
would not qualify for “spouse” benefits. To have created “former spouse”
coverage, either the member or the applicant would have had to notify DFAS
within one year of the divorce. They did not do that. The applicant’s
best possible opportunity to obtain SBP “former spouse” coverage expired in
May 2002. Other military members and their former spouses are held
strictly to the one year statute for deemed elections; waiving the statute
for this applicant would be unfair for all the other members and former
spouses similarly situated. Therefore, even if the member had “spouse”
coverage, it would not apply to the applicant now. In the absence of
persuasive evidence to the contrary, we find no compelling basis to
recommend granting the relief sought in this application.
_________________________________________________________________
THE BOARD DETERMINES THAT:
The applicant be notified that the evidence presented did not demonstrate
the existence of probable material error or injustice; that the application
was denied without a personal appearance; and that the application will
only be reconsidered upon the submission of newly discovered relevant
evidence not considered with this application.
_________________________________________________________________
The following members of the Board considered this application in Executive
Session on 14 Feb 08, under the provisions of AFI 36-2603:
Ms. Marcia Jane Bachman, Acting Panel Chair
Ms. Janet I. Hassan, Member
Mr. Alan A. Blomgren, Member
The following documentary evidence for AFBCMR Docket Number BC-2007-02361
was considered:
Exhibit A. DD Form 149, dated 23 Jul 07, w/atchs.
Exhibit B. Letter, HQ AFPC/DPSIAR, dated 18 Oct 07.
Exhibit C. Letter, SAF/MRBR dated 26 Oct 07.
MARCIA JANE BACHMAN
Acting Panel Chair
AF | BCMR | CY2007 | BC 2007 03821
DFAS records reflect the decedent elected maximum child only SBP coverage prior to his 1 Sep 89 retirement. Records further contain an annotation that the applicant concurred with the members SBP election prior to his retirement. We took notice of the applicant's complete submission in judging the merits of the case; however, we agree with the opinion and recommendation of the Air Force office of primary responsibility and adopt its rationale as the basis for our conclusion that the...
AF | BCMR | CY2007 | BC 2007 03737
Even though the SBP was not addressed in the divorce decree, the member could have elected former spouse coverage voluntarily within the first year following the divorce, but failed to do so. We took notice of the applicant's complete submission in judging the merits of the case; however, we agree with the opinion and recommendation of the Air Force office of primary responsibility and adopt its rationale as the basis for our conclusion that the applicant has not been the victim of an error...
AF | BCMR | CY2008 | BC-2007-03579
The AFBCMR based its decision on a deemed election form and divorce decree from 21 years ago. In 2006, the AFBCMR corrected his records to show that on 22 May 1986, he elected former spouse coverage based on full retired pay. The Air Force knowing she was the correct spouse to receive the benefits allowed the former spouse to turn back time and fill out a deemed election form.
AF | BCMR | CY2013 | BC-2012-03849
However, there is no evidence in DEERS which reflects the former service member was divorced at the time of his death. The complete DPSIAR evaluation is at Exhibit B. ________________________________________________________________ THE BOARD DETERMINES THAT: The applicant be notified the evidence presented did not demonstrate the existence of material error or injustice; the application was denied without a personal appearance; and the application will only be reconsidered upon the...
AF | BCMR | CY2012 | BC-2012-00432
The complete AFPC/DPSIAR evaluation is at Exhibit B. SAF/MRB Legal Advisor recommends denial of the applicants request as this case presents the Board with competing interests between the former spouse and the applicant. Given the competing interests and the absence of a valid, timely election, the Board should follow the long standing SAF/GCM guidance not to correct an existing record when "the result would be unfavorable to another person eligible to seek relief from the BCMR. The...
AF | BCMR | CY2012 | BC-2012-03982
The former service member may file and election change or the former spouse may request the service member be deemed to make an election on his or her behalf. In the latter case, the former spouse must provide legal documentation the service member agreed, or the court ordered the service member, to establish former spouse coverage. She has not provided any evidence showing the former service member made an election for former spouse coverage within one year of their divorce as required by law.
An AFAFC letter to the decedent, dated 7 October 1972, explained that SBP coverage had been established on his spouse's behalf in compliance with the provision of the law that required establishment of maximum spouse and child coverage if a member, such as the applicant, made no election before retirement. Documents provided by the applicant include a copy of a 7 Oct 72 letter to the decedent from the Air Force Accounting and Finance Center (AFAFC) which explained SBP coverage had been...
AF | BCMR | CY2013 | BC 2012 03848
Notwithstanding the fact the applicant has provided a sworn statement alleging that she was not aware her husband did not elect SBP coverage and AFAFCs failure to retain documentation of that notification, the history transaction annotated in the decedent's record confirms standard procedures regarding the spouse notification requirement was properly accomplished. We took notice of the applicant's complete submission in judging the merits of the case; however, we agree with the opinion...
AF | BCMR | CY2003 | BC-2003-00319
_________________________________________________________________ AIR FORCE EVALUATION: AFPC/DPPTR states the applicant submitted a notarized letter alleging the signature on the copy of an AF Form 1267, Survivor Benefit Plan (SBP) Notification and Concurrence, is not her signature and that she did sign an SBP election form for annuity for 55 percent of the servicemember’s retired pay. If the servicemember had elected full spouse coverage, the applicant’s signature would not have been...
AF | BCMR | CY2006 | BC-2006-00568
Prior to the servicemember’s 1 October 1963 retirement, he was married and elected spouse and child RSFPP coverage, Option 4 - that allowed the member to terminate RSFPP premium payments in the event the beneficiary lost eligibility. We find no evidence he attempted to elect SBP coverage for the applicant during any of the four open enrollment periods provide by law. Regardless, it appears the servicemember made no attempt to elect SBP coverage for the applicant when he was eligible during...