BOARD DATE: 31 March 2015
DOCKET NUMBER: AR20140012531
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 the records of her deceased husband, a former service member (FSM), be corrected to show he transferred his Post 9-11 GI Bill benefits to his dependents.
2. The applicant states:
a. According to the Finance and Incentives Branch, Army Continuing Education Division, U.S. Army Human Resources Command (HRC), the FSM did not successfully transfer his Post 9/11 GI Bill benefits. However, he had requested transfer on 7 May 2013, a transfer request was received, allocating 23 months to Cody and 1 month to his spouse on 30 May 2013. This transfer request was disapproved due to insufficient retainability. The FSM was pending a medical evaluation board (MEB) at the time. The guidance he was given at the time was that if the medical board determined him to be medically retired, he may reapply once separation orders are cut but before final day in service.
b. An email was sent to the FSMs email address explaining this. The separation orders were cut on 1 November 2013 with a final day in service (retirement date) of 31 December 2013. On 6 January 2014, an email was received from the Career Counselor at the Madigan Army Medical Center Warrior Transition Battalion, with attached DD Form 214 (Certificate of Release or Discharge from Active Duty) and separation orders for the FSM.
c. The following response was sent from HRC on 7 January 2014. "Thank you for providing a copy of [Applicants] medical separation orders. Unfortunately, the Soldier did not submit a new request after his separation orders were cut, but before his final day in the service; therefore, he is no longer eligible to transfer Post 9/11 GI Bill benefits. [Applicant] may file an appeal with the Army Review Boards Agency. He'll need to explain the course of actions that occurred and explain why he did not submit a new request prior to his separation date.
d. His family's wish is to follow-up with the request for consideration through this Board due to the FSMs untimely illness (leaving him physically unable to resubmit) and death leaving him unable to resubmit his transfer of Post 9/11 GI Bill to his children, Cody and Raven. The FSM was medically retired on 21 December 2013 and died on 20 January 2014.
3. The applicant provides:
* Duty Appointment for Casualty Assistance Officer
* DD Form 214
* Casualty Status Report
* Retirement orders
* Department of Veterans Affairs (VA) rating
* Post 9-11 GI Bill VA denial letter
* Certificate of marriage
* Certificate of death
CONSIDERATION OF EVIDENCE:
1. Having had prior service, the FSM enlisted in the Regular Army on 13 January 2003 and he held military occupational specialty 15S (OH-58D Helicopter Repairer). He served through multiple reenlistments in a variety of assignments and he attained the rank/grade of sergeant (SGT)/E-5.
2. On 15 September 2013, a physical evaluation board (PEB) convened and found him physically unfit. The PEB rated his disabilities and recommended his permanent retirement with a 100-percent rating. He concurred.
3. On 1 November 2013, Directorate of Human Resources, Joint Base Lewis-McChord, WA published Orders 305-009 retiring him from active duty by reason of disability effective 21 December 2013.
4. He retired on 21 December 2013 and he was placed on the Retired List in his retired rank/grade of SGT/E-5 on 22 December 2013. He completed 14 years, 2 months, and 26 days of active service.
5. On 20 January 2014, the FSM died. His death certificate identifies him as married to the applicant.
6. On 6 March 2014, the VA rendered a rating decision on the FSMs service-connection as it is related to his death.
7. On 25 March 2014, the VA sent his son, Cody, a letter of disapproval of his claim for educational benefits because the FSM was not approved by DOD to transfer up to 26 months of entitlements to his children/spouse.
8. An HRC official confirmed the confirmed the applicants contention and stated:
a. On 30 May 2013, his TEB request was disapproved due to insufficient retainability. The FSM was pending an MEB at the time. If the medical board determines him to be medically retired, he may reapply once separation orders are cut, but before final day in service.
b. On 7 January 2014, medical separation orders were received. Unfortunately, he did not submit a new request after his separation orders were cut, but before his final day in the service; therefore, he is no longer eligible to transfer Post 9/11 GI Bill benefits. He may appeal to the ABCMR.
c. On 5 May 2014, in response to the Casualty Assistance Officer, HRC official stated the FSM did not successfully transfer his Post 9/11 GI Bill benefits. However, he had requested transfer on 7 May 2013, a transfer request was received, allocating 23 months to Cody and 1 month to his spouse. On 30 May 2013, this transfer request was disapproved due to insufficient retainability. The FSM was pending an MEB at the time and if the medical board determines him to be medically retired he may reapply once separation orders are cut, but before final day in service. An email was sent to the FSMs email address explaining this. His separation orders were cut on 1 November 2013, with a final day in service (retirement date) of 21 December 2013. On 6 January 2014, an email was received from the Career Counselor at the Madigan Army Medical Center Warrior Transition Battalion with attached DD Form 214 and separation orders for the FSM. Unfortunately, the FSM did not submit a new request after his separation orders were cut, but before his final day in the service; therefore, he is no longer eligible to transfer Post 9/11 GI Bill benefits.
9. On 22 June 2009, DOD established the criteria for eligibility and transfer of unused educational benefits to eligible family members. The policy states any member of the Armed Forces on or after 1 August 2009 who, at the time of the approval of the individual's request to transfer entitlement to educational assistance under this section, is eligible for the Post-9/11 GI Bill and meets various criteria. One of the requirements is that an individual must have at least 6 years in the armed forces on the date of approval and agree to serve 4 additional years in the armed forces from the date of selection.
10. The policy further states the Secretaries of the Military Departments will provide active duty participants and members of the Reserve Components with qualifying active duty service individual pre-separation or release from active duty counseling on the benefits under the Post-9/11 GI Bill and document accordingly and maintain records for individuals who receive supplemental educational assistance under Public Law 110-252, section 3316.
DISCUSSION AND CONCLUSIONS:
1. The FSM served on active duty from 13 January 2003 to 21 December 2013. It appears when he submitted his TEB request in May 2013 his TEB request was disapproved due to insufficient retainability. He was informed if the medical board determined him to be medically retired, he may reapply once separation orders are cut, but before final day in service.
2. The FSMs separation orders were published on 1 November 2013, with a retirement date of 21 December 2013. Unfortunately, the FSM did not submit a new request after his retirement orders were cut, but before his final day in the service; therefore, he is no longer eligible to transfer Post 9/11 GI Bill benefits.
3. Although there is no statutory or regulatory error in his records, as a matter of equity only, the FSM's records should be corrected to show he submitted a transfer of his Post-9/11 education benefits, prior to his medical retirement, his requested was accepted, received, and processed, and the service remaining requirements were waived in light of his medical condition.
BOARD VOTE:
___X_____ __X______ _X___ GRANT FULL RELIEF
________ ________ ________ GRANT PARTIAL RELIEF
________ ________ ________ GRANT FORMAL HEARING
________ ________ ________ DENY APPLICATION
BOARD DETERMINATION/RECOMMENDATION:
The Board determined the evidence presented is 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 his application and the Army approved his request to transfer his Post-9/11 GI Bill benefits to his family member(s) prior to retirement, provided all other program eligibility criteria are met.
_______ _ 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) AR20140012531
3
ARMY BOARD FOR CORRECTION OF MILITARY RECORDS
RECORD OF PROCEEDINGS
1
ABCMR Record of Proceedings (cont) AR20140012531
2
ARMY BOARD FOR CORRECTION OF MILITARY RECORDS
RECORD OF PROCEEDINGS
1
ARMY | BCMR | CY2013 | 20130020405
In accordance with established Post-9/11 GI Bill Policy, if he did not have 20 qualifying years of service by 1 August 2009, then he must commit to serve the next 4 years on active duty in the Regular Army. The Post-9/11 GI Bill policy further states the Secretaries of the Military Department will provide active duty participants and members of the Reserve Components with qualifying active service individuals pre-separation or release from active duty counseling on the benefits under the...
ARMY | BCMR | CY2014 | AR20140020958
The applicant requests correction of her record to show her request to transfer her education benefits to her eligible dependents under the Transfer of Education Benefits (TEB) provision of the Post-9/11 GI Bill was approved. The applicant provides: * Office of the Deputy Chief of Staff (DCS), G-1, Director of Military Personnel Management (DMPM), denial of applicant's request for a TEB exception to policy * information paper * emails * website screen printout of her TEB request * excerpts...
ARMY | BCMR | CY2014 | 20140021622
The applicant, the step-daughter of a deceased former service member (FSM), requests correction of the FSM's records to show he elected to transfer his Post-9/11 GI Bill educational benefits to her. The FSM died from cancer on 11 September 2013. c. The Department of Veterans Affairs (VA) told the applicant's mother that the FSM only transferred 1 month of educational benefits. As a result, the Board recommends that all Department of the Army records of the individual concerned be corrected...
ARMY | BCMR | CY2013 | 20130019052
The evidence of record shows the applicants request to transfer his Post-9/11 GI Bill benefits was disapproved because he would have incurred a 4-year service obligation upon his TEB request. As there is evidence that the applicant did attempt to transfer the benefits to his spouse, and there is also evidence that his career counselor was unaware of many of the requirements concerning the request for and processing of an EPT. As a result, the Board recommends that all Department of the...
AF | BCMR | CY2013 | BC 2013 04869
In many cases, the AFPC advisory opinions for those cases use words that match the verbiage in the AFPC advisory opinion on his case. He visited the Air Force Education Center in person to complete the transfer application. He believes the procedures regarding how members transfer benefits have changed from the date he executed his transfer in November 2010.
ARMY | BCMR | CY2014 | 20140004730
They further advised that when he submitted the form online his records did not show an approved retirement date which was why the obligation date set as 31 August 2015. A memorandum, dated 29 January 2014, wherein he was advised of the approval of his 28 January 2014 request to transfer his Post-9/11 GI Bill benefits to member(s) of his immediate family; the memorandum stated his transfer status date was 29 January 2014 and his obligation end date was 31 August 2015. A service member is...
ARMY | BCMR | CY2013 | 20130019755
He was never contacted by a reenlistment NCO or a Career Counselor to discuss the benefit. The form also stated that he had 19 years, 7 months, and 16 days of eligible service at the time of the second request. When he applied for TEB in 2009, he had not completed the required 20 years of service; therefore, his request was denied.
ARMY | BCMR | CY2014 | 20140001171
The applicant provides: * screenshot * email to his spouse, dated 21 July 2009 * Post 9/11 GI Bill TEB fact sheet * email DMDC, dated 31 July 2013 to 7 January 2014 * DD Form 214 (Certificate of Release or Discharge from Active Duty) * Orders Number 13-108-00003, dated 18 April 2013 CONSIDERATION OF EVIDENCE: 1. The applicant appears to have attempted to transfer his education benefits to his eligible family members on or around 21 July 2009. As a result, the Board recommends that all...
ARMY | BCMR | CY2013 | 20130001905
The applicant requests correction of his records to show his educational benefits were transferred to his eligible family members in a timely manner in accordance with the Transfer of Education Benefits (TEB) provision of the Post-9/11 GI Bill. The applicant states he completed an online request in 2009 to transfer his Post-9/11 GI Bill benefits to his two children. He provides an unsigned and undated letter from Senator C____ addressed to the VA stating the applicant recently received...
ARMY | BCMR | CY2014 | 20140007393
The applicant requests correction of his record to show his request to transfer his education benefits to his dependents under the Transfer of Education Benefits (TEB) provision of the Post-9/11 GI Bill was approved. It stated: * officers who elected the TEB prior to SERB selection would retain their transfer and not face recoupment if they agreed to serve until the mandatory separation date established by the SERB * officers electing voluntary retirement in lieu of the SERB consideration...