Search Decisions

Decision Text

ARMY | BCMR | CY2009 | 20090011231
Original file (20090011231.txt) Auto-classification: Denied

		IN THE CASE OF:	  

		BOARD DATE:	  10 December 2009

		DOCKET NUMBER:  AR20090011231 


THE BOARD CONSIDERED THE FOLLOWING EVIDENCE:

1.  Application for correction of military records (with supporting documents provided, if any).

2.  Military Personnel Records and advisory opinions (if any).


THE APPLICANT'S REQUEST, STATEMENT, AND EVIDENCE:

1.  The applicant requests, in effect, cancellation of his Survivor Benefit Plan (SBP) election.

2.  The applicant states that he applied for the SBP for his wife and daughter on 23 July 2008 and presumed he would be afforded the opportunity to disenroll because his decision was part of the initial retirement process.  He also states that after numerous appointments, he chose not to enroll in the SBP; however, his initial decision to enroll in the SBP was processed and SBP premiums in the amount of $192 are being taken out of his retired pay.  He adds that it was not his intent to enroll in the SBP and requests that his records be corrected to show that he declined participation in the SBP and that all premiums he has paid be refunded.

3.  The applicant provides, in support of his application, a copy of a DA Form 2656 (Data for Payment of Retired Personnel) and DD Form 214 (Certificate of Release or Discharge from Active Duty).

CONSIDERATION OF EVIDENCE:

1.  The applicant enlisted in the U.S. Army Reserve on 16 December 1982.  He then enlisted and entered active duty in the Regular Army (RA) on 27 May 1983.
He continued to serve on active duty and attained the rank of master sergeant/ pay grade E-8.

2.  On 23 July 2008, the applicant completed a DD Form 2656.  Section VIII (Dependency Information) of the form shows that he was married and had one dependent child.  Section IX (Survivor Benefit Plan (SBP) Election) shows he requested full SBP coverage with spouse and child coverage.  Part XI (Certification) of the DD Form 2656 states, in pertinent part, "Also, I have been counseled that I can terminate SBP participation, with my spouse's written concurrence, within one year after the second anniversary of commencement of retired pay.  However, if I exercise my option to terminate the SBP, future participation is barred."  This document also shows that the applicant and an Army SBP counselor each affixed their signature on the document.

3.  The applicant's DD Form 214 (Certificate of Release or Discharge from Active Duty) shows he retired from the RA on 31 May 2009 after serving honorably on active duty for a total of 26 years and 4 days.  He was placed on the Retired List effective 1 June 2009.

4.  In connection with the processing of this case, the General Processing Branch, Defense Finance and Accounting Service (DFAS), Cleveland, Ohio, was asked to verify information relevant to the applicant's SBP election, coverage, and participation.  DFAS verified the applicant completed a DD Form 2656 on
23 July 2008 and requested full SBP coverage with spouse and child coverage.

5.  Public Law 92-425, the Survivor Benefit Plan, enacted 21 September 1972, provided that military members could elect to have their retired pay reduced to provide for an annuity after death to surviving dependents.  

6.  Public Law 105-85, enacted 18 November 1997, established the option to terminate SBP participation.  Retirees have a one-year period, beginning on the second anniversary of the date on which their retired pay started, to withdraw from SBP.  The spouse's concurrence is required.  No premiums will be refunded to those who opt to disenroll.  

DISCUSSION AND CONCLUSIONS:

1.  The applicant contends that the SBP election he made on 23 July 2008 should be rescinded, his enrollment in the SBP cancelled, and all SBP premiums he has paid should be refunded because his decision was part of the initial retirement process and he subsequently decided not to enroll in the SBP.

2.  The evidence of record confirms that on 23 July 2008, in his application for retired pay, the applicant made his SBP election for spouse and child coverage based on the full amount of his military retired pay.  The evidence of record also shows the applicant retired effective 1 June 2009 and monthly SBP premiums are being deducted from his military retired pay.

3.  There is no evidence of record, and the applicant provides insufficient evidence, that shows he took action to change or terminate his SBP enrollment at any time during the period from 23 July 2008 through 31 May 2009, the day prior to the date he was placed on the Retired List.

4.  The evidence of record confirms that the applicant's SBP election is correctly recorded in his military service records and SBP premiums are being deducted from his military retired pay by the DFAS.  Therefore, the applicant is not entitled to correction of his records to show that he rescinded his election to participate in the SBP, nor is he entitled to a refund of the SBP premiums.

5.  In order to justify correction of a military record, the applicant must show to the satisfaction of the Board, or it must otherwise satisfactorily appear, that the record is in error or unjust.  The applicant has failed to submit evidence that would satisfy this requirement.

6.  The applicant is advised that retirees have a one-year period, beginning on the second anniversary of the date on which their retired pay started, to withdraw from SBP.  However, the spouse's concurrence is required and no premiums will be refunded to those who opt to disenroll.  The applicant may obtain a copy of a DD Form 2656-2 (Survivor Benefit Plan (SBP) Termination Request) from the Official Department of Defense Issuances (Forms Management Program) website at: http://www.dtic.mil/whs/directives/infomgt/forms/formsprogram.htm.

BOARD VOTE:

________  ________  ________  GRANT FULL RELIEF 

________  ________  ________  GRANT PARTIAL RELIEF 

________  ________  ________  GRANT FORMAL HEARING

____x____  ____x____  ____x____  DENY APPLICATION

BOARD DETERMINATION/RECOMMENDATION:

The evidence presented does not demonstrate the existence of a probable error or injustice.  Therefore, the Board determined that the overall merits of this case are insufficient as a basis for correction of the records of the individual concerned.



      _______ _   __x_____   ___
               CHAIRPERSON
      
I certify that herein is recorded the true and complete record of the proceedings of the Army Board for Correction of Military Records in this case.

ABCMR Record of Proceedings (cont)                                         AR20090011231



3


ARMY BOARD FOR CORRECTION OF MILITARY RECORDS

 RECORD OF PROCEEDINGS


1

ABCMR Record of Proceedings (cont)                                         AR20090011231



2


ARMY BOARD FOR CORRECTION OF MILITARY RECORDS

 RECORD OF PROCEEDINGS


1

Similar Decisions

  • ARMY | BCMR | CY2008 | 20080011716

    Original file (20080011716.txt) Auto-classification: Denied

    The applicant requests, in effect, correction of his records to show he elected not to participate in the Survivor Benefit Plan (SBP) with his spouse's concurrence. By doing so, he also acknowledged he had been counseled that he can terminate SBP participation, with his spouse's written concurrence, within one year after the second anniversary of commencement of retired pay. Completion of Section XI (SBP Spouse Concurrence) of DD Form 2656 is required when a service member is married and...

  • ARMY | BCMR | CY2008 | 20080009790

    Original file (20080009790.txt) Auto-classification: Denied

    The evidence shows the applicant enlisted in the Texas Army National Guard on 21 July 1980 in the rank and pay grade Private (PV1)/E-1, at the age of 20 years, 11 months and 29 days. By selecting this option, he elected to provide an immediate annuity beginning the day after his date of death, whether before or after age 60 for his spouse and child based on his full retired pay. In conjunction with the applicant's request for cancellation of participation in the SBP, his spouse provided a...

  • ARMY | BCMR | CY2012 | 20120009786

    Original file (20120009786.txt) Auto-classification: Denied

    The applicant provides a statement from his spouse. In item 32 (Member), the statement reads "Also I have been counseled that I can terminate SBP participation, with my spouse's written concurrence, within one year after the second anniversary of commencement of retired pay. c. In Section XII (SBP Spouse Concurrence) (Required when member is married and elects child(ren) only coverage, does not elect full spouse coverage, or declines coverage; the date of the spouse's signature in item...

  • ARMY | BCMR | CY2008 | 20080014829

    Original file (20080014829.txt) Auto-classification: Denied

    The evidence of record shows that prior to his retirement, the applicant elected to participate in the SBP, spouse coverage. The applicant could have made a written request to the Defense Finance and Accounting Service (DFAS) as early as 1 July 2008 (the beginning of the second anniversary of the date on which his retired pay started) to request disenrollment; however; there is no indication that he did so. When submitting his request to DFAS to terminate his SBP, the applicant must obtain...

  • ARMY | BCMR | CY2008 | 20080018041

    Original file (20080018041.txt) Auto-classification: Approved

    The ABCMR analyst of record telephonically contacted the DFAS Retired Pay Office on 23 January 2009, which confirmed that the DD Form 2656, dated 10 July 2008 was not authenticated by the spouse on or after the date the applicant made his election. In a notarized statement, dated 27 January 2009, the applicant's spouse indicated that she had previously agreed with her husband's decision to not participate in the SBP and that she previously signed the one form provided by the Fort Drum, NY,...

  • ARMY | BCMR | CY2008 | 20080019169

    Original file (20080019169.txt) Auto-classification: Approved

    The applicant requests, in effect, that her records be corrected to show she elected, with her spouse's concurrence, not to participate in the Survivor Benefit Plan (SBP) and reimbursement of SBP premiums deducted from her retired pay. Evidence of record shows that the applicant declined SBP coverage on 12 May 2008. As a result, the Board recommends that all Department of the Army records of the individual concerned be corrected by: a. showing that the applicant's spouse concurred with her...

  • ARMY | BCMR | CY2009 | 20090020627

    Original file (20090020627.txt) Auto-classification: Denied

    His spouse did not sign the DD Form 2656 under Section XII (SBP Spouse Concurrence) to indicate she concurred with the SBP decision made by her spouse. The applicant's RAS, dated 2 November 2009, shows that he is paying SBP coverage, spouse only, in the amount of $265.92. An election to decline to participate in the SBP must be made prior to the effective date of retirement or else coverage automatically defaults to full spouse (or child only coverage, if applicable) coverage.

  • ARMY | BCMR | CY2009 | 20090019375

    Original file (20090019375.txt) Auto-classification: Approved

    On 7 August 2008, the applicant completed a DD Form 2656 and he elected not to participate in SBP. An election to decline to participate in the SBP must be made prior to the effective date of retirement or else coverage automatically defaults to full spouse (or child only coverage, if applicable) coverage. As a result, the Board recommends that all Department of the Army records of the individual concerned be corrected by: a. amending his DD Form 2656 to show he and his spouse signed the...

  • ARMY | BCMR | CY2010 | 20100007522

    Original file (20100007522.txt) Auto-classification: Denied

    The applicant contends the DD Form 2656 that he completed on 27 October 2009 where he declined SBP spouse coverage should be honored and the SBP premiums refunded because both he and his spouse were present when he signed the document in the presence of an Army SBP counselor and notary public, respectively. The evidence of record confirms that on 27 October 2009, in his application for retired pay, the applicant declined to participate in SBP. The evidence shows that, for some period of...

  • ARMY | BCMR | CY2009 | 20090021734

    Original file (20090021734.txt) Auto-classification: Denied

    The applicant requests correction of his military records to show that he declined to participate in the Survivor Benefit Plan (SBP) and that he receive a refund of all premiums paid. The applicant provides, in support of his application, copies of signed statements from him and his wife declining SBP, retirement orders, a DD Form 2656 (Data for Payment of Retired Personnel), and DFAS-CL 7220 (Retiree Account Statement) effective 5 May 2010. He will have a 1-year period beginning on 1...