RECORD OF PROCEEDINGS
AIR FORCE BOARD FOR CORRECTION OF MILITARY RECORDS
IN THE MATTER OF: DOCKET NUMBER: BC-2012-00669
COUNSEL:
HEARING DESIRED: YES
________________________________________________________________
APPLICANT REQUESTS THAT:
The record be corrected to reflect a timely election for former
spouse coverage under the Survivor Benefit Plan (SBP).
________________________________________________________________
APPLICANT CONTENDS THAT:
Through counsel, she states she and her former husband were
married on 29 March 1972 and divorced on 15 March 1999 at which
time they executed a Qualified Domestic Relations Order (QDRO).
Her former spouse became eligible to receive his military
retirement pay on 23 September 2008 when he turned 60 years old.
He received 100 percent of his retirement pay, despite the QDRO
which required that she receive a portion of his military
retirement pay. Once she became aware that he was receiving
retired pay, she sent what she thought was the required
information to the Defense Finance and Accounting Service
(DFAS). In the spring of 2009, she was notified by DFAS that
the language used in the QDRO did not satisfy their requirements
and a new QDRO would need to be drafted.
In early 2011, she began working with an attorney to draft a new
military pension order (MPO). In April 2011, the draft was
forwarded to her former spouse (the member) for review and
signature. However, no response was received. As such, she was
forced to file a motion for contempt in the Superior Court of
Connecticut.
In May 2011, the Court analyzed the QDRO from 1999 and ordered
the parties sign a new MPO. The Court determined the parties
intended that she be named as former spouse beneficiary and
ordered the parties execute the necessary paperwork. The Court
based this decision on the language from the QDRO stating The
rights of the Alternate Payee or her beneficiary to receive
benefits from the Plan pursuant to Section III shall not be
affected by the death of the Participant.
As instructed a DD Form 2656-1, Survivor Benefit Plan (SBP)
Election Statement for Former Spouse Coverage, was executed. On
17 May 2011, the DD Form 2656-1, along with a certified copy of
the MPO, was sent to DFAS. This order should govern the SBP
timeline, not the QDRO from 1999 which was deemed invalid by
DFAS.
She asks the Board consider the element of fairness when making
the decision to amend the SBP record. She was unaware of the
SBP timelines; unlike her former spouse who had two
opportunities to name her as the SBP beneficiary. In any event,
when she became aware of the timelines, she did her best to
remedy the situation.
The applicant's complete submission, with attachments, is at
Exhibit A.
________________________________________________________________
STATEMENT OF FACTS:
The applicants former spouse retired from the Air Force Reserve
on 23 September 2008.
The remaining relevant facts pertaining to this application are
contained in the letter prepared by the appropriate office of
primary responsibility, which is attached at Exhibit C.
________________________________________________________________
AIR FORCE EVALUATION:
The Defense Finance and Accounting Service states there were no
new facts presented to order a correction in the record. In
March 1999, when the member and the applicant divorced, neither
the divorce decree nor the QDRO required the applicant be named
as the SBP beneficiary.
In March 2007, the member elected child only coverage under the
Reserve Component Survivor Benefit Plan (RCSBP). He retired in
September 2008. In 2011, the applicant submitted an MPO dated
16 May 2011, which specified she was to be named as the former
spouse beneficiary. This request was denied as this was a pre-
retirement divorce and a post retirement order could not be
honored to deem former souse coverage as the retiree, at that
time, could not make such an election.
The complete DFAS evaluation is at Exhibit C.
________________________________________________________________
APPLICANT'S REVIEW OF AIR FORCE EVALUATION:
Through counsel, the applicant submits a copy of a Connecticut
Appellate case in which the Appellate court held the trial court
had an affirmative duty to issue orders to effectuate the
existing allocation of marital property and remanded the case to
the trial court. During the contempt hearing in May 2011, this
case was cited by the Court as effectuating the agreement of the
parties when it ordered that she be named as the former spouse
beneficiary. The court stated that it was clear that the
parties intended to have her listed as the SBP beneficiary. As
such, she submitted the former spouse election within one year
of a valid court order.
The applicants complete response is at Exhibit F.
________________________________________________________________
BCMR LEGAL ADVISORY:
The BCMR Legal Advisor opines the QDRO was unclear regarding
RCSBP, providing only that the rights of the applicant
to
receive benefits from the Plan
shall not be affected by the
death of the service member. The MPO clarified that the
applicant, by consenting to the order, shall not waive any
rights she may have as former spouse under the Survivor Benefit
Plan and any appeal rights she may have under SBP. Further, the
MPO stated to the extent that it is legally permissible, the
applicants 40 percent share of the service members disposable
military retired pay shall not cease if the service member shall
predecease the applicant. On the signature page of the MPO, a
handwritten paragraph had been added. The handwritten addendum
stated that the parties agreed to elect the applicant as former
spouse beneficiary under SBP at the full base pay amount. The
parties agreed to sign any and all paperwork necessary for this
election. This handwritten text was then initialed and dated,
ostensibly by the applicant, and service member.
There are three issues that require comment: The effect of the
handwritten changes to the MPO, the legal effect of the MPO and
the absence of a party with competing interest.
A previous legal advisory suggested the Board return any
documents and request an explanation for the alterations. This
allows applicants to explain why the document was altered and
allows them to establish substantial compliance with
requirements. Secondly, if the Board determines the MPO is
sufficient evidence of injustice, the Board can correct the
record. DFAS has confirmed pending the outcome of the Board;
the corrections can be made to the record. Additionally, there
are no competing beneficiaries.
The complete BCMR Legal Advisory is at Exhibit G.
________________________________________________________________
APPLICANT'S RESPONSE TO THE BCMR LEGAL ADVISORY:
The applicant counsel submits he was the attorney of record for
the applicant on 16 May 2011 when the MPO was made an order of
the court, to include the handwritten amendments on the last
page of the document. He certifies the document is valid and
legally operative. Additionally, he obtained a certified copy
of the MPO from the court on 13 May 2013, which is attached.
He further states the handwritten amendment was made prior to
the parties signing the document and prior to the court signing
the document. Upon initialing by the parties, the Court then
signed the document, making it an order of the Court.
The applicants complete response, with attachment, is at
Exhibit I.
________________________________________________________________
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 an injustice. After a thorough
review of the evidence, we believe corrective action is
warranted. The record clearly indicates both parties intended
for the applicant to receive this benefit by executing the
Military Pension Order in May 2011. In view of the foregoing,
and in an effort to offset any possibility of an injustice, we
recommend the members records be corrected as indicated below.
4. The applicant's case is adequately documented and it has not
been shown that a personal appearance with or without counsel
will materially add to our understanding of the issues involved.
Therefore, the request for a hearing is not favorably
considered.
________________________________________________________________
THE BOARD DETERMINES THAT:
The pertinent military records of the Department of the Air
Force relating to APPLICANT, be corrected to show that on 17 May
2011, pursuant to a valid court order, he made a timely and
effective election of former spouse coverage under the Survivor
Benefit Plan (SBP) based on full retired pay.
________________________________________________________________
The following members of the Board considered AFBCMR Docket
Number BC-2012-00669 in Executive Session on 17 June 2013, under
the provisions of AFI 36-2603:
Panel Chair
Member
Member
All members voted to correct the record, as recommended. The
following documentary evidence pertaining to AFBCMR Docket
Number BC-2012-00669 was considered:
Exhibit A. DD Form 149, dtd 01 Feb 12, w/atchs.
Exhibit B. Members Master Personnel Records.
Exhibit C. Letter, DFAS, dtd 7 Sep 12.
Exhibit D. Letter, SAF/MRBR, dtd 7 Sep 12.
Exhibit E. Letter, SAF/MRBC, dtd 15 Nov 12.
Exhibit F. Letter, Applicants Response, dtd, 15 Dec 12, w/atch.
Exhibit G. Letter, SAF/MRB Legal Advisor, dtd 10 May 13, w/atch.
Exhibit H. Letter, SAF/MRBC, dated 7 Jun 13.
Exhibit I. Letter, Applicants Response, dtd 10 Jun 13, w/atch.
Panel Chair
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