Search Decisions

Decision Text

ARMY | BCMR | CY2014 | 20140006418
Original file (20140006418.txt) Auto-classification: Approved

		IN THE CASE OF:	  

		BOARD DATE:	  18 December 2014

		DOCKET NUMBER:  AR20140006418 


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, in effect, correction of the FSM's records to show a deemed election for former spouse coverage under the Survivor Benefit Plan (SBP).

2.  The applicant states, in effect, the court ordered her former spouse to maintain the former spouse benefit under the SBP.  After the death of her former spouse, she filed for SBP benefits but was told she was not eligible because a deemed election had never been made.  It was her understanding that her SBP benefit could never be changed.  She was never informed about the need to request a deemed election.

3.  The applicant provides:

* the FSM's DD Form 214 (Certificate of Release or Discharge from Active Duty), for the period ending 31 October 2001
* the FSM's death certificate
* Final Order and Decree of Divorce
* a statement from her attorney, dated 14 March 2014

CONSIDERATION OF EVIDENCE:

1.  Title 10, U.S. Code, section 1552(b), provides that applications for correction of military records must be filed within 3 years after discovery of the alleged error or injustice.  This provision of law also allows the Army Board for Correction of Military Records (ABCMR) to excuse an applicant's failure to timely file within the 3-year statute of limitations if the ABCMR determines it would be in the interest of justice to do so.  While it appears the applicant did not file within the time frame provided in the statute of limitations, the ABCMR has elected to conduct a substantive review of this case and, only to the extent relief, if any, is granted, has determined it is in the interest of justice to excuse the applicant's failure to timely file.  In all other respects, there are insufficient bases to waive the statute of limitations for timely filing.

2.  The applicant and the FSM were married on 19 May 1982.  On 31 October 2001, he was retired from the Regular Army and placed on the Retired List the following day.  A DD Form 2656 (Data for Payment of Retired Personnel) shows the FSM elected SBP coverage for spouse and children based on the full amount of his retired pay.  

3.  On 3 February 2004, the applicant and the FSM were divorced.  The FSM was ordered by the court to continue to pay SBP premiums due and his spouse was to remain the sole and irrevocable beneficiary of the "former spouse benefit plan."

4.  On 30 December 2013, the FSM died.  His death certificate shows he was divorced and had no surviving spouse.  

5.  An email, dated 19 May 2014, from the Defense Finance and Accounting Service (DFAS) provided the FSM's DD Form 2656, their divorce decree, a statement from the applicant, dated 10 January 2014, and an undated statement from the FSM.  In the undated statement, the FSM provided a copy of his divorce decree and requested that his SBP be canceled as soon as possible.

6.  The applicant provided a statement, dated 14 March 2014, from her attorney, who stated:

	a.  She was informed by the Personnel and Retirement Divisions at Fort Jackson, SC that the FSM would have to provide any documents she was requesting.

	b.  The FSM had held out to the court, the applicant, and her that he had fully complied with the court's order and that she had received all necessary and required information.

	c.  She was assisted by Retirement Personnel at Fort Jackson, SC, DFAS via telephone, and Military Personnel Office officials in attaching part of the FSM's pay/retirement in order for his court ordered child support and alimony to be paid.  
	d.  She had many conversations with many individuals over the course of many months, wherein she repeatedly inquired if there was anything else that needed to be done regarding retirement benefits or SBP benefits or steps to be taken to safeguard the applicant and her children.  Each and every time she was informed that there were no additional steps that needed to be taken and all documents that were needed had been received by the Military Personnel Office.

	e.  Now she is being informed an additional document (deemed election) should have been filed and that it was the applicant's or her responsibility to "research" out the information and documents.  She feels the Army had an affirmative duty to inform them of the need for a deemed election, especially when the Army's representatives had been asked on many occasions if any additional forms, documents, or information were required.

7.  Public Law 99-94, the Uniformed Services Former Souses Protection Act (USFSPA), enacted 24 September 1983, established SBP coverage for former spouses of retired members.

8.  Title 10, U.S. Code (USC), section 1448(b)(3) incorporates the provisions of the USFSPA relating to the SBP.  It 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.

9.  Title 10, USC, section 1450 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.  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 FSM was clearly ordered by the court to designate the applicant as the former spouse SBP beneficiary.  The undated statement by the FSM on file at DFAS shows he had no intention of complying with the court order.

2.  The statement from the applicant's attorney shows the applicant and her attorney exercised due diligence at the time of the divorce in attempting to provide all documents required to protect her and her children.  At some point during the process and contact with Army authorities a "duty to assist" should have surfaced and the requirements of a deemed election for SBP benefits should have been explained to the applicant and her attorney.

3.  Spouses and former spouses are not routinely counseled concerning the need to file a deemed election with 1 year of a divorce.  

4.  In the interest of justice, it is appropriate to correct the FSM's military records to show the applicant submitted a written request within 1 year of the date of the divorce for a deemed election and that the election of former spouse coverage based on the full amount of the FSM's retired pay be deemed to have been made.

5.  Although relief is appropriate, the ABCMR recognizes its fiduciary duty in protecting the viability of the SBP.  In order to grant relief, the ABCMR recognizes that any SBP premiums that may be due since the applicant and the FSM were divorced would have to be paid into the SBP.  As the FSM is deceased, this burden necessarily falls on the applicant, despite the terms of the divorce decree.  To the extent that these premiums should have rightfully been paid by the FSM, the applicant’s recourse is limited to an action against the FSM’s estate.

BOARD VOTE:

___x____  ___x____  ____x___  GRANT FULL RELIEF 

________  ________  ________  GRANT PARTIAL RELIEF 

________  ________  ________  GRANT FORMAL HEARING

________  ________  ________  DENY APPLICATION

BOARD DETERMINATION/RECOMMENDATION:

1.  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 submitted a written request on 4 February 2004 that the election of former spouse coverage under the SBP based on the full amount of the FSM's retired pay be deemed to have been made and that this request was timely received and processed by DFAS, and that the applicant be paid the SBP annuity retroactive to the day after the FSM's death.

2.  The applicant is responsible for payment of the SBP premiums that may be due and payable since the applicant and the FSM were divorced; the premiums will be deducted from benefits payable to the applicant.
  




      ___________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)                                         AR20140006418



3


ARMY BOARD FOR CORRECTION OF MILITARY RECORDS

 RECORD OF PROCEEDINGS


1

ABCMR Record of Proceedings (cont)                                         AR20140006418



2


ARMY BOARD FOR CORRECTION OF MILITARY RECORDS

 RECORD OF PROCEEDINGS


1

Similar Decisions

  • ARMY | BCMR | CY2011 | 20110020624

    Original file (20110020624.txt) Auto-classification: Approved

    The applicant and the FSM's divorce decree, dated 9 August 2002, stipulated the FSM would continue SBP coverage for the applicant. Therefore, she was ineligible to be the FSM's former spouse SBP beneficiary and also not entitled to receive an SBP annuity from his military retired pay account. 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 SBP election from "spouse" to "former spouse"...

  • ARMY | BCMR | CY2013 | 20130017745

    Original file (20130017745.txt) Auto-classification: Denied

    The applicant requests correction of the records of her deceased former spouse, a former service member (FSM), to show he changed his Survivor Benefit Plan (SBP) election from spouse to former spouse. Public Law 99-661, dated 14 November 1986, permitted divorce courts to order SBP coverage (without the member’s 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. Even though the FSM continued...

  • ARMY | BCMR | CY2014 | 20140021639

    Original file (20140021639.txt) Auto-classification: Approved

    The applicant requests the records of her deceased former husband, a former service member (FSM), be corrected to show he changed his Survivor Benefit Plan (SBP) coverage from "spouse" to "former spouse" within 1 year of the divorce and payment of the SBP annuity based on his death. 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...

  • ARMY | BCMR | CY2014 | 20140014244

    Original file (20140014244.txt) Auto-classification: Approved

    The applicant provided a letter from DFAS, dated 20 March 2014, in which she was informed that she was not entitled to receive an annuity under the SBP because the FSM's military retired pay record reflected he did not make a request to change his election from spouse to former spouse coverage nor was a divorce decree received awarding her the SBP, at which time either the applicant or her attorney would have to have deemed the election of former spouse coverage within 1 year of the date of...

  • ARMY | BCMR | CY2011 | 20110014744

    Original file (20110014744.txt) Auto-classification: Approved

    The applicant requests, in effect, that the records of her deceased former spouse, a former service member (FSM), be corrected to show he changed his Survivor Benefit Plan (SBP) coverage to former spouse coverage. DFAS informed the Board's staff their records indicated that the FSM and applicant divorced on 1 April 2003. As a result, the Board recommends that all Department of the Army records of the individual concerned be corrected by: a. showing the FSM made a voluntary change in...

  • ARMY | BCMR | CY2011 | 20110017562

    Original file (20110017562.txt) Auto-classification: Approved

    The applicant states: * she and the FSM gave the best years of their lives to the Army * the only reason she divorced the FSM is because of what Operation Desert Storm did to him; he came back a different man * their divorce decree clearly stipulated that she was to be the beneficiary under the SBP at the FSM's expense * the FSM paid SBP premiums from his retired pay each and every month * in spite of their divorce, she and the FSM spoke at least once a week * when the FSM knew he was dying...

  • ARMY | BCMR | CY2014 | 20140011097

    Original file (20140011097.txt) Auto-classification: Approved

    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. Although there is no conclusive evidence that shows a proper former spouse election was made by the FSM, the applicant, or her attorney, the available evidence suggests that it was the FSM’s intention to provide an SBP annuity for the...

  • ARMY | BCMR | CY2012 | 20120003015

    Original file (20120003015.txt) Auto-classification: Approved

    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 | 20140019539

    Original file (20140019539.txt) Auto-classification: Approved

    On 26 September 2013, by letter, DFAS responded to the applicant that a review of the FSM's retired pay account reflected the FSM did not elect former spouse SBP coverage and although the divorce decree stated she must deem the election, there is no evidence she did so. On 27 January 2014, by letter, DFAS explained that in order for the former spouse to be eligible for the SBP annuity, the member would have to request in writing to change the SBP election from spouse to former spouse or the...

  • ARMY | BCMR | CY2013 | 20130017220

    Original file (20130017220.txt) Auto-classification: Approved

    Public Law 99-661, dated 14 November 1986, permitted divorce courts to order SBP coverage without the member's agreement in those cases where the retiree had elected spouse coverage at retirement or was still serving on active duty and had not yet made an SBP election. The records show the FSM did not elect the applicant as the former spouse SBP beneficiary within 1 year of their divorce and the applicant did not deem a former spouse SBP election within 1 year of their divorce. As a...