IN THE CASE OF:
BOARD DATE: 14 August 2012
DOCKET NUMBER: AR20110023648
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:
a. His military records be corrected by canceling his Survivor Benefit Plan (SBP) election for spouse coverage.
b. Item 19a (Mailing Address After Separation) of his DD Form 214 (Certificate of Release or Discharge from Active Duty) for the period ending
31 August 2011 be corrected to show an address in Oregon.
2. The applicant states:
a. On 2 March 2011, he and his wife elected not to participate in the SBP and he retired on 1 September 2011.
b. He has since spoken to an official at the Defense Finance and Accounting Service (DFAS) and more than $200.00 a month is being deducted from his pay for SBP. He was told it was because of his April 1999 election when he retired. Due to his disability rating from the Department of Veterans Affairs, in 1999, his counselor had him submit a request to terminate the SBP.
c. He was recalled to active duty on 17 April 2003 and ordered to active duty with a direct commission on 7 November 2005 which removed him from the recall program. Due to this directive, on 7 November 2011, he was removed from the recall program and began his career in the Medical Service Corps as a second lieutenant and he took his Oath of Office on 10 November 2005.
d. He completed his military career and retired from the 82nd Airborne Division Combat Aviation Brigade after completing all retirement requirements. Now he is being told the official documentation he completed is no good and worthless. He and his wife elected not to participate in the SBP; they have over $800,000.00 in life insurance. This program is good for those who need it, but they do not need this program.
e. He moved to Oregon after he signed his DD Form 214 and he never moved to Virginia.
3. The applicant provides:
* DFAS email
* DD Forms 214 for the periods ending 31 August 2011, 9 November 2005, and 30 April 1999
* DD Form 2656 (Data for Payment of Retired Personnel)
* Retirement orders
* Service computation for retirement
* Service personnel records
* Letters, dated 29 September 2011 and 23 January 2012, from a Member of Congress
CONSIDERATION OF EVIDENCE:
1. The applicant retired on 30 April 1999 (voluntary early retirement) in the rank of Chief Warrant Officer Two.
2. His DD Form 2656, dated 8 February 1999, shows he elected SBP for spouse and children coverage.
3. On 8 October 1999, he submitted a DD Form 2656-2 (SBP Termination Request). Section I (Instructions) states "Applicability. This form is used to voluntarily discontinue participation in the SBP. In accordance with Section 1448a of Title 10, U.S. Code, a participant in SBP may elect to discontinue participation during the 25th through the 36th month after commencement of payment of retired pay." This form was invalid because he did not submit the form within the designated period.
4. On 17 April 2003, he was recalled to active duty from his warrant officer retired status and he entered active duty.
5. On 9 November 2005, the applicant was released from active duty by reason of Secretarial Authority.
6. On 10 November 2005, the applicant took an oath of office as a second lieutenant, Medical Service Corps.
7. A DD Form 214 shows that, on 31 August 2011, he retired due to sufficient service for retirement.
8. Item 19a of his DD Form 214 shows an address in Virginia.
9. The applicant provided a DD Form 2656, dated 2 March 2011, which shows he elected not to participate in the SBP.
10. Public Law 92-425, 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.
11. Public Law 99-145, enacted 8 November 1985; but effective 1 March 1986, required a spouse's written concurrence for a retiring member's election that provides less than the maximum spouse coverage.
12. 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 the SBP. The spouses concurrence is required. No premiums will be refunded to those who opt to disenroll. The effective date of termination is the first day of the first calendar month following the month in which the election is received by the Secretary concerned. Extensive publicity was given in Army Echoes, the Army bulletin published and mailed to retirees to keep them abreast of their rights and privileges and to inform them of developments in the Army.
13. Army Regulation 635-5 (Separation Documents) prescribes the separation documents prepared for Soldiers upon retirement, discharge, or release from active military service or control of the Army. It establishes standardized policy for the preparation of the DD Form 214. It provides a brief, clear-cut record of active duty service at the time of release from active duty, retirement, or discharge. The instructions for item 19a states this address will be provided by the Soldier. The address in 19a must be a permanent address.
DISCUSSION AND CONCLUSIONS:
1. The applicant's contention that he elected not to participate in the SBP in March 2011 and he retired in September 2011 was noted. However, evidence shows he retired in 1999. Although his 31 August 2011 DD Form 214 indicates he retired due to sufficient service for retirement, he had never been discharged from his previous retired status. He had merely changed his military personnel class from warrant officer to commissioned officer while he was in a retiree recall status, and he was returned to his retired status in 2011.
2. He enrolled in the SBP for spouse and children coverage in February 1999 prior to his early voluntary retirement in 1999. Although he tried to terminate his SBP election in October 1999, this election was invalid because he did not request termination during the designated time period listed in Section I of his
DD Form 2656-2.
3. The law provides that retirees have a 1-year period beginning on the second anniversary of the date on which their retired pay started (1 May 2009 for this applicant) to withdraw from the SBP. He did not do so. Therefore, there is no basis for granting the applicant's request to terminate his SBP election.
4. He also contends he moved to Oregon after he signed his DD Form 214 for the period ending 31 August 2011. However, since the governing regulation states the Soldier will provide the address in item 19a, there is insufficient evidence on which to amend item 19a of his DD Form 214.
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) AR20110023648
3
ARMY BOARD FOR CORRECTION OF MILITARY RECORDS
RECORD OF PROCEEDINGS
1
ABCMR Record of Proceedings (cont) AR20110023648
2
ARMY BOARD FOR CORRECTION OF MILITARY RECORDS
RECORD OF PROCEEDINGS
1
ARMY | BCMR | CY2008 | 20080012463
On 5 May 2008, the RSO sent the applicants spouse a letter informing her that the applicant had elected not to participate in the SBP. The letter stated "Your spouse, CSM R________ G. A______ has requested retirement from the military service to be effective July 1, 2008. Evidence of record shows that the applicant retired on 1 July 2008.
ARMY | BCMR | CY2009 | 20090020841
The applicant states the following: * he was never informed he had to decline the SBP within 1 year of his divorce from his former spouse * he received no written communications from the military to keep him informed of these circumstances * the Tennessee Army National Guard requested that he complete a DD Form 2656 (Data for Payment of Retired Personnel) in 2008 for inclusion in his application for retired pay * he completed the DD Form 2656 and declined SBP 3. On 18 October 1991, the...
ARMY | BCMR | CY2014 | 20140001833
The applicant requests correction of his records to show he declined participation in the Survivor Benefit Plan (SBP). The evidence of record shows the applicant and his spouse indicated that they desired participation in the SBP on a DD Form 1883 on 1 March 2000, but deferred making an election until the applicant reached age 60. By authenticating this document with his signature, the applicant acknowledged that he had been counseled that he could terminate SBP participation, with his...
ARMY | BCMR | CY2012 | 20120006736
This form shows he elected not to participate in SBP. The applicant also provides a Retiree Account Statement, dated 1 May 2012, wherein it shows he began receiving retired pay on 27 March 2012, and effective 1 May 2012 he was paying $69.64 per month in SBP premiums. As he elected Option C coverage at the time he received his Twenty Year Letter, he was not entitled to change his RCSBP election at the time he turned age 60.
ARMY | BCMR | CY2011 | 20110021185
The applicant provides: * DD Form 2656 (Data for Payment of Retired Personnel), dated 2 March 2011 * SBP Spouse Election Concurrence Statement, dated 8 March 2011 * Retiree Account Statement, dated 29 September 2011 * letter of explanation/correction request, dated 14 October 2011 CONSIDERATION OF EVIDENCE: 1. By law, his spouse was required to authenticate this form on or after the date he made this election but prior to the date of retirement. As a result, the Board recommends that all...
ARMY | BCMR | CY2011 | 20110012530
The applicant provides: * DD Form 2656 (Data for Payment of Retired Personnel) * SBP Spouse Election Concurrence Statement * Retiree Account Statement CONSIDERATION OF EVIDENCE: 1. The applicant's Retiree Account Statement, dated 9 March 2011 (effective 1 April 2011), shows an SBP deduction for spouse coverage. As a result, the Board recommends that all Department of the Army records of the individual concerned be corrected by: * showing the applicant accurately completed the DD Form 2656,...
ARMY | BCMR | CY2012 | 20120004305
Incorporated herein by reference are military records which were summarized in the previous consideration of the applicant's case by the Army Board for Correction of Military Records (ABCMR) in Docket Number AR20100028330 on 23 June 2011. He applied to the Board to terminate his SBP coverage. Beginning 1 October 2008, a member who is at least 70 years of age and has made a minimum of 360 months of premium payments is eligible to have their monthly premiums stopped.
ARMY | BCMR | CY2011 | 20110012688
Elections must be made prior to the effective date of retirement. The evidence of record confirms, after receiving his 20 year letter, the applicant was married on 26 May 1990 but elected to participate in the RCSBP on 13 July 1991. However, he did not contend or provide evidence to show he and his spouse took action to elect NOT to participate in the SBP prior to 1 January 2011.
ARMY | BCMR | CY2012 | 20120006674
Her retiree account statement is not available for review; however, without her spouse's signature in item 32a of her DD Form 2656, indicating his concurrence with her decision to decline participation in the SBP, her SBP election would automatically default to spouse-only coverage by law. By law, since her spouse did not acknowledge his concurrence of her election not to participate in the SBP prior to her effective date of retirement, it is proper that her SBP election defaulted to...
ARMY | BCMR | CY2010 | 20100018920
Section XII (SBP Spouse Concurrence) of the DD Form 2656 instructs the applicant that "SBP spouse concurrence is required when a member is married and elects child(ren) only coverage, does not elect full spouse coverage, or declines coverage. The evidence of record shows that prior to his retirement on 31 May 2010, the applicant and his wife elected to decline participation in the SBP with a notarized DD Form 2656, dated 30 March 2010. As a result, the Board recommends that all Department...