IN THE CASE OF:
BOARD DATE: 4 November 2010
DOCKET NUMBER: AR20100013902
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, the former spouse of a deceased former service member (FSM), requests entitlement to Survivor Benefit Plan (SBP) benefits.
2. The applicant states when her former husband retired in 1992, he elected enrollment in the SBP. Upon his death in August 2009, she contacted officials at the Defense Finance and Accounting service (DFAS) to notify them of his death. However, DFAS officials told her she was a beneficiary but she was not entitled to the annuity because a form was not completed at the time she and the FSM divorced in 2005. She was told the FSM was given a pamphlet with all the information including an application to correct the records upon his retirement; however, this information was lost during the 13 years prior to their divorce. Had she been aware of any requirements, she would have completed the paperwork on time.
3. The applicant provides copies of the FSM's National Guard Bureau (NGB) Form 22 (Report of Separation and Record of Service), Orders 016-35 (Retired Reserve), marriage certificate, divorce decree, and death certificate.
CONSIDERATION OF EVIDENCE:
1. The FSM's records show he was born on 4 October 1947. He enlisted in the Regular Army on 23 January 1967 and he married his spouse, Shirley, the applicant, on 13 September 1968.
2. He was honorably released from active duty on 22 January 1970 and he was transferred to the U.S. Army Reserve (USAR) Control Group (Reinforcement) to complete his remaining Reserve obligation.
3. He enlisted in the California Army National Guard (CAARNG) on 21 October 1974. He served through multiple reenlistments or extensions, in various staff and leadership positions, and he attained the rank/grade of command sergeant major (CSM)/E-9.
4. On 30 March 1992, the Office of the Adjutant General, CAARNG, published Orders 016-34 honorably discharging the FSM from the ARNG and transferring him to the Retired Reserve, effective 1 April 1992.
5. On 1 April 1992, the Office of the Adjutant General, CAARNG, issued the FSM a memorandum, Subject: Notification of Eligibility for Retired Pay at Age 60 (20-year letter). This memorandum notified him he had completed the required years of service and he would be eligible for retired pay upon application at age 60.
6. On 15 July 1992, the FSM completed a DD Form 1883 (SBP Election Certificate). He indicated he was married and had dependent children. He further elected spouse only Reserve Component SBP (RCSBP) coverage, Option C (immediate coverage), based on the full amount. He, his spouse (the applicant), and a witness authenticated this form by placing their signatures in the appropriate blocks.
7. In March 2005, the FSM and applicant entered into a marital settlement agreement wherein the FSM agreed that his former spouse (the applicant) would receive spousal support. However, the agreement was otherwise silent regarding the SBP, although reference is made to a future agreement dealing with his military retired pay.
8. She submitted page 1 of a 2-page "Judgment." This page shows their agreement was entered into the Tulare County Superior Court, Visalia, CA, on 18 July 2005, and their marriage was subsequently dissolved on 23 September 2005.
9. There is no indication the FSM notified DFAS of the divorce or that his spouse, the applicant, submitted a request for deemed election within one year of their divorce. Additionally, there is no indication the FSM changed his RCSBP coverage from "spouse" to "former spouse" coverage.
10. On 27 September 2007, the U.S. Army Human Resources Command, St. Louis, MO, published Orders P09-791894, retiring the FSM and placing him on the Retired List in his retired rank/grade of CSM/E-9, effective 4 October 2007, his 60th birthday.
11. On 30 August 2009, the FSM died. His certificate of death shows he was divorced at the time of death. Additionally, there is no indication in his records that he remarried subsequent to his divorce from the applicant.
12. An email, dated 30 September 2010, from DFAS indicated the FSM continued to pay for the SBP until his death.
13. Public Law 92-425, the SBP, 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. Elections are made by category, not by name. An RCSBP election rolls into the standard SBP at age 60.
14. Public Law 97-252, the Uniformed Services Former Spouses Protection Act (USFSPA), dated 8 September 1982, established SBP coverage for former spouses of retiring members. Public Law 98-94, dated 24 September 1983, established former spouse coverage for retired members (Reservists, too).
15. Title 10, U.S. Code, section 1448(b)(3) permits a person to elect to provide an annuity to a former spouse. Any such election must be written, signed by the person making the election, and received by the Secretary concerned within one year after the date of the decree of divorce. The member must disclose whether the election is being made pursuant to the requirements of a court order or pursuant to a written agreement previously entered into voluntarily by the member as part of a proceeding of divorce.
16. Title 10, U.S. Code, section 1450(f)(3)(A) permits a former spouse to make a written request that an SBP election of former spouse coverage be deemed to have been made when the former spouse is awarded the SBP annuity incident to a proceeding of divorce. Section 1450(f)(3)(C) provides that an election may not be deemed to have been made unless the request from the former spouse of the person is received within one year of the date of the court order or filing involved.
DISCUSSION AND CONCLUSIONS:
1. The evidence of record shows subsequent to receiving his 20-year letter, the FSM elected full RCSBP spouse coverage based on the full amount. However,
he and the applicant were divorced on 23 September 2005. Their divorce decree was silent regarding the RCSBP. There was no stipulation that she would remain the designated beneficiary of his RCSBP.
2. There is no indication the FSM submitted the necessary forms to change his RCSBP election from "spouse" to "former spouse" within 1 year of the divorce and there is no indication she requested the RCSBP coverage be deemed to her as a former spouse.
3. RCSBP elections are made by category, not by name. Once she and the FSM were divorced, she was no longer his spouse. Nevertheless, upon reaching age 60 and receiving retired pay, he began to pay RCSBP and SBP premiums until his death, which is indicative of the fact that he intended to provide an annuity for the applicant's benefit.
4. There is sufficient evidence to show the FSM's intent was to change the RCSBP coverage from "spouse" to "former spouse" and, as such, his record should be corrected to show he did so and his request was received and processed by DFAS in a timely manner. Therefore, she should be entitled to the annuity.
BOARD VOTE:
___X___ ___X____ ____X___ GRANT FULL RELIEF
________ ________ ________ GRANT PARTIAL RELIEF
________ ________ ________ GRANT FORMAL HEARING
________ ________ ________ DENY APPLICATION
BOARD DETERMINATION/RECOMMENDATION:
The Board determined that the evidence presented was sufficient to warrant a recommendation for relief. As a result, the Board recommends that all Department of the Army records of the individual concerned be corrected by:
a. showing the FSM changed his RCSBP coverage from "spouse" to "former spouse" coverage within 1 year of their divorce;
b. showing his request was received by DFAS and processed by the appropriate office in a timely manner; and
c. paying the applicant the SBP annuity retroactive to the day after the FSM's death.
__________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) AR20100013902
3
ARMY BOARD FOR CORRECTION OF MILITARY RECORDS
RECORD OF PROCEEDINGS
1
ABCMR Record of Proceedings (cont) AR20100013902
5
ARMY BOARD FOR CORRECTION OF MILITARY RECORDS
RECORD OF PROCEEDINGS
1
ARMY | BCMR | CY2013 | 20130011742
The applicant requests correction of the records of her late husband, a former service member (FSM), as follows: * by showing he timely elected to change his election in the Reserve Component Survivor Benefit Plan (RCSBP) from spouse to former spouse coverage on 19 November 1994 * by showing the Defense Finance and Accounting Service (DFAS) timely processed this change in election * by paying her an SBP annuity as the former spouse retroactive to the date of the FSM's death on 6 March...
ARMY | BCMR | CY2013 | 20130011728
In effect, she requests correction of the FSM's records to show he elected to participate in the Reserve Component Survivor Benefit Plan (RCSBP) for former spouse coverage and payment of the SBP annuity based on the FSM's death. Public Law 99-661, dated 14 November 1986, permitted divorce courts to order SBP coverage (without the members agreement) in those cases where the retiree had elected spouse coverage at retirement or was still on active duty and had not yet made an SBP election. ...
ARMY | BCMR | CY2013 | 20130016844
The applicant, the former spouse of a retired, and now deceased, former service member (FSM), requests in effect correction of her former husband's record to show he elected Survivor Benefit Plan (SBP) coverage for former spouse, and payment of the SBP annuity based on his death. The applicant states: * her former spouse elected Option C on 15 January 1988 when he received his 20-year letter and on 31 December 1992 when he retired * she and the FSM were divorced after 20 years of marriage...
ARMY | BCMR | CY2012 | 20120022434
The applicant provided a Certificate of Death showing the FSM died on 20 December 2009 and was married to her at the time. A DFAS, Retired and Annuity Pay, letter dated 31 January 2013 addressed to the FSM's former spouse, stated that with regard to her recent correspondence to DFAS regarding the retired pay account of the FSM and SBP coverage, the following was provided: (1) Former spouse SBP coverage is not automatically granted based on being awarded in a divorce decree; a formal request...
ARMY | BCMR | CY2004 | 2004100155C070208
The applicant provides the death certificate; a notification from the Defense Finance and Accounting Service (DFAS); a court reporter brief; written transcripts of the trial with a copy of tapes of the trial; the divorce decree; paperwork filed for a portion of retired pay and SBP annuity; Office of Personnel Management's 25 August 1986 acknowledgement for the paperwork sent for the court-ordered former spouse annuity; the request for deemed election; a 3 February 1997 acknowledgement of...
ARMY | BCMR | CY2014 | 20140017311
The applicant, the former spouse of a former service member (FSM), requests, in effect, correction of the FSM's records to show he enrolled in the Reserve Component Survivor Benefit Plan (RCSBP) and changed his election from spouse to former spouse so that she may be entitled to an annuity. She provides: * Applicant's self-authored statement * Divorce Decree * State of Ohio Certificate of Death * Memorandum, Subject: Notification of Eligibility for Retired Pay at Age 60 (20-year letter),...
ARMY | BCMR | CY2011 | 20110018472
Counsel requests correction of the FSM's records to show he changed his SBP election from spouse to former spouse coverage. However, DFAS was unable to release any detailed information pertaining to the FSM's retired pay account due to the Privacy Act of 1974. l. ABCMR Docket Number AR2003083486, dated 27 March 2003, corrected the military records of a FSM to show that the FSM requested to change his SBP coverage to former spouse and children coverage and that his request was received and...
ARMY | BCMR | CY2014 | 20140018050
She provides: * Self-authored statement * State of Michigan, Military Qualifying Court Order, dated 10 January 2013 * State of Michigan, Divorce Decree, dated 23 June 2011 * DD Form 1883 (Survivor Benefit Plan (SBP) Election Certificate), dated 22 August 1994 * DFAS letter, dated 7 February 2013 * Orders P10-815755, dated 8 October 2008 * DD Form 108 (Application for Retired Pay Benefits), dated 25 February 2008 * AHRC Form 249-2-E (Chronological Statement of Retirement Points), dated 1...
ARMY | BCMR | CY2012 | 20120003015
In a 15 July 2002 letter, the applicant's attorney indicated she mailed documents (e.g., certified copy of the final decree of divorce, letter from the applicant, and agreement to name the applicant former spouse beneficiary under the SBP) to the Defense Finance and Accounting Service (DFAS) in Denver, CO, with a return receipt request (7109 2817 3080 0000 0491). f. the necessary documentation was sent to DFAS in a timely manner along with the agreement between the spouses and a certified...
ARMY | BCMR | CY2014 | 20140016997
The applicant, the former spouse of a former service member (FSM), requests correction of the FSM's records to show she is the eligible beneficiary to receive a Reserve Component (RC) Survivor Benefit Plan (SBP) annuity as a former spouse. The applicant contends, in effect, that the FSM's records should be corrected to show his RCSBP election was changed from spouse to former spouse coverage because their divorce judgment required the FSM to maintain SBP with former spouse coverage for the...