IN THE CASE OF:
BOARD DATE: 10 July 2012
DOCKET NUMBER: AR20120001986
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 enrollment in the Survivor Benefit Plan (SBP), spouse and child coverage.
2. The applicant states he was married in China and unable to gain access to a military facility to enroll his dependents in the Defense Enrollment Eligibility Report System (DEERS) and in the SBP. He was married in Shanghai, China on 1 November 2010. He could not apply for the immigrant visas until February 2011. The visas were issued on 25 October 2011 and they travelled to the USA on 26 December 2011. Additionally, he could not apply for DEERS until they obtained social security numbers. In view of the extenuating circumstances, he missed the one-year mark to enroll his family in the SBP. He previously elected SBP coverage for child only when he retired in 1992 (he was divorced at the time). His children aged off in 2009. He has not had SBP coverage since 24 October 2009.
3. The applicant provides:
* Retiree Account Statement, dated 7 April 2005
* Spouse and daughter social security cards
* Spouse and daughter Military Identification and Privilege cards
* Spouse and daughter Permanent Resident Card (Green Card)
* Spouse and daughter foreign passports
* Spouse and daughter US Immigrant Visa
CONSIDERATION OF EVIDENCE:
1. The applicant enlisted in the Regular Army on 19 December 1972 and held a medical military occupational specialty. He served through multiple extensions or reenlistments, in a variety of stateside or overseas assignments, and he attained the rank/grade of sergeant first class (SFC)/E-7.
2. He and Roxxx were married on 7 May 1977. They had two children, Chxxxxx, born on 24 October 1986, and Laxxxx, born on 22 December 1982.
3. The date and circumstances of his divorce from Roxxx are not available for review with this case.
4. On 14 May 1992, in connection with his retirement, he completed a DA Form 4240 (data for Payment of Retired Personnel) wherein he indicated that he was single and he had dependent children. He elected SBP coverage for "children only" based on the full amount.
5. He retired on 31 December 1992 and he was placed on the retired list in his retired rank/grade of SFC/E-7 on 1 January 1993. He completed over 20 years of creditable active service.
6. On 1 November 2010, he married Shxxxx Waxx, a citizen of China. She and daughter Jixx Chxx, were issued immigrant visas on 25 October 2011, social security cards on 28 December 2011, and military ID cards on 12 January 2012.
7. It is unclear if the applicant notified officials at the Defense Finance and Accounting Service of his marriage or requested SBP enrollment within one year of his marriage.
8. Public Law 92-425, enacted 21 September 1972, established the SBP. The SBP provided that military members on active duty could elect to have their retired pay reduced to provide for an annuity after death to surviving dependents. An election, once made, was irrevocable except in certain circumstances. Since its creation, it has been subjected to a number of substantial legislative changes.
9. Title 10, U.S. Code, section 1448(a)(5), provides that a person who is not married and has no dependent child upon becoming eligible to participate in the SBP, but who later marries or acquires a dependent child, may elect to participate in the SBP. Such an election must be written, signed by the person making the election, and received by the Secretary concerned within 1 year after the date on which that person marries or acquires that dependent child.
DISCUSSION AND CONCLUSIONS:
1. The applicant married his spouse in China on 1 November 2010. The law provides that a person who is not married and has no dependent child upon becoming eligible to participate in the SBP, but who later marries or acquires a dependent child, may elect to participate in the SBP. Such an election must be written, signed by the person making the election, and received by the Secretary concerned within 1 year after the date on which the person marries or acquires a dependent child.
2. Unlike other Soldiers who marry foreign nationals in Germany, Korea, or other countries where military facilities are available, the applicant in this case had extenuating circumstances in that certain events had had to occur before he could take the next step. For example, his dependents may have needed permission from the Government of China to depart the country. They would have needed a visa to enter the USA. They would have needed certain proof to enroll in DEERS.
3. It is clear that the applicant's intent was to enroll his family members in the SBP all along but was possibly prevented from doing so by geographical and geopolitical reasons. As such, and as a matter of equity, his records should be corrected to show he submitted an SBP enrollment document for spouse coverage to DFAS within one year of his marriage.
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:
* showing the applicant filed a timely request for the SBP, spouse and child coverage, within one year of his marriage
* showing his request was timely received and processed by the appropriate DFAS office
* auditing the applicant's pay records for collection of appropriate premiums effective 1 November 2010
_______ _ _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) AR20120001986
3
ARMY BOARD FOR CORRECTION OF MILITARY RECORDS
RECORD OF PROCEEDINGS
1
ABCMR Record of Proceedings (cont) AR20120001986
2
ARMY BOARD FOR CORRECTION OF MILITARY RECORDS
RECORD OF PROCEEDINGS
1
ARMY | BCMR | CY2013 | 20130002030
IN THE CASE OF: BOARD DATE: 10 September 2013 DOCKET NUMBER: AR20130002030 THE BOARD CONSIDERED THE FOLLOWING EVIDENCE: 1. c. In view of the fact he was given incorrect information and missed the 1-year time limit to add his spouse and step-children to his SBP he requests the Board correct his records accordingly. He did not provide any independent evidence to support his assertion that he was given incorrect information concerning the requirements to enroll his spouse and step-children as...
ARMY | BCMR | CY2012 | 20120009333
The applicant requests correction of his record to show he enrolled his spouse in the Survivor Benefit Plan (SBP) in a timely manner and correction of his daughter's date of birth (DOB) that is recorded in his finance record. Additionally, on 6 November 2012, an official at DFAS confirmed there was no record that the applicant requested enrollment in the SBP with spouse coverage within 1 year of his date of marriage. There is no evidence the applicant submitted an application to enroll in...
ARMY | BCMR | CY2014 | 20140018128
The official replied that he had 12 months from the date of marriage to enroll his spouse into SBP, that he could no longer enroll her, and that he would have to wait for the next "SBP Open Enrollment" that is offered every so often. A DFAS official provided, in pertinent part, two letters to the applicant from DFAS, Retired and Annuitant Pay, London, KY, that show: * on 5 July 2012, he was informed that his letter, dated 11 May 2012, was received; however his request for SBP could not be...
ARMY | BCMR | CY2010 | 20100022811
A DD Form 2656 (Data for Payment of Retired Personnel) provided by DFAS shows the following: * retirement date 1 October 2004 * spouse F____ * child S____ with a date of birth of 23 July 1991 * SBP election 26b, coverage for spouse and child(ren) * date signed 7 July 2004 4. DFAS stated in an email to this Board, dated 9 May 2011, the FSM's DD Form 2656 was submitted by Fort Carson on 3 November 2004 and shows he elected spouse and child(ren) coverage. The applicant and the FSM...
ARMY | BCMR | CY2009 | 20090005267
The applicant requests correction of his records to show he submitted a request to enroll his spouse in the Survivor Benefit Plan (SBP) within one year of their marriage. The applicant contends that his records should be corrected to show he enrolled his spouse in the SBP program within one year of their marriage. The evidence of record shows that prior to his retirement, the applicant made an SBP election for children only coverage.
ARMY | BCMR | CY2009 | 20090010858
There is no indication of any SBP election for a former spouse at the time of retirement. On 23 February 2009, he sent a letter to the Defense Finance and Accounting Service (DFAS) requesting immediate SBP coverage for his spouse. Federal law requires that a retired Soldier make an application within 1 year of marriage to be able to elect immediate coverage under Reserve Component Survivor Benefit Plan or SBP.
ARMY | BCMR | CY2011 | 20110001991
IN THE CASE OF: BOARD DATE: 25 August 2011 DOCKET NUMBER: AR20110001991 THE BOARD CONSIDERED THE FOLLOWING EVIDENCE: 1. In a letter from the Defense Finance and Accounting Service Retired and Annuity Pay, dated 20 April 2011, the applicant was informed they could not process his SBP request because he had not elected coverage for his spouse within one year of the marriage. The member may elect not to participate (with their spouses concurrence, if required), but the election must be made...
ARMY | BCMR | CY2012 | 20120002256
On 24 November 2008, he elected "spouse and child" SBP coverage in anticipation of retiring. The applicant requests a change of his SBP coverage to show he elected "spouse only" coverage within 1 year of marriage. The evidence provided by the applicant shows on that on 16 February 2011 he requested to change/add his new spouse as his SBP beneficiary which was approximately 25 days beyond the 1-year period to make such an election.
ARMY | BCMR | CY2012 | 20120001439
The applicant requests correction of his records to show that he enrolled his spouse in the Survivor Benefit Plan (SBP) in a timely manner. Records show that during the applicant's retirement processing in 1995 he completed an application for retired pay. There is no evidence the applicant submitted an application to enroll in SBP with spouse coverage within 1 year of the date of their marriage.
ARMY | BCMR | CY2015 | 20150003739
The applicant states: * he was transferred to the Retired Reserve in September 1999 but he was not married at the time; he requested Reserve Component SBP (RCSBP) for his child who was a minor * he married his spouse in January 2005; shortly thereafter, they went to Fort Buchanan PR to obtain an ID card * they provided a copy of their marriage certificate, updated the Defense Eligibility Enrollment Reporting System (DEERS) and they were told the SBP was taken care of; they left Fort Buchanan...