IN THE CASE OF: BOARD DATE: 27 April 2022 DOCKET NUMBER: AR20210016683 APPLICANT REQUESTS: reconsideration of his previous request for: * cancellation of debt from the Student Loan Repayment Program (SLRP) * recoupment of debt paid to date APPLICANT'S SUPPORTING DOCUMENTS CONSIDERED BY THE BOARD: * Request for reconsideration, dated 1 June 2021 * Veterans Administration (VA) Decision Review, 11 May 2021 FACTS: 1. 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 AR20180000601 on 24 January 2020. 2. The applicant provided new documentary evidence and new arguments that were not previously considered by the Board that warrant consideration at this time. 3. The applicant states: a. He now has additional evidence of his service-connected disability for rheumatoid arthritis which relates to his service. This qualifies him for termination without recoupment as provided in National Guard Regulation 600-7, paragraph 1-26, section A(5). b. Due to this condition he was no longer able to meet training requirements for his military occupational specialty, he was not physically capable of meeting requirements for any MOS, and he was unable to complete the second part of his initial entry training (IET) during advanced individual training (AIT). c. While serving in his unit his condition made him unable to complete any further training. His unit commander told him he would have to finish his MOS program, change to an enlisted MOS, or be administratively discharged. He was not given an option for a medical discharge, so he filed a claim at the VA. His medical condition was documented at the VA and by a private health care provider. d. It took a year to process his discharge from the time he notified his unit. He transferred to another unit so he didn't have to drive 1 1/2 hours to attend training in which he could not participate. 4. The applicant provided a copy of a VA Decision Review Officer's Decision, dated 11 May 2021, showing was granted service connection for rheumatoid arthritis and this condition was directly related to military service. 5. The applicant completed 4 years of prior active service in the U.S. Navy from 7 September 2000 to 6 September 2004 and he attained the pay grade of E-4. 6. On 28 June 2011, the applicant enlisted in the Oregon Army National Guard (ORARNG) for a period of 6 years. a. As part of the enlistment process, he completed and signed a Guard Annex (Enlistment/Reenlistment Agreement – Army National Guard Service Requirements and Methods of Fulfillment), whereby he acknowledged he understood the following requirements conditions, in pertinent part: * he was assured of attending the school course for MOS 09S (Commissioned Officer Candidate) * he understood the job description for the MOS he was enlisting for and further understood the general nature of the training he would receive * if for any reason beyond his control was unable to complete the training during the period he was in initial active duty training (IADT), he agreed to remain on IADT for such additional period as was required to complete his training or accept an alternate MOS if offered b. In connection with enlistment agreement, he also completed a National Guard Bureau (NGB) Form 600-7-5-R-E (Annex L to DD Form 4 – Student Loan Repayment Program (SLRP) Addendum – ARNG), dated 28 June 2011. This agreement contains all the appropriate signatures, all the appropriate initials, and a bonus control number. In this agreement, he acknowledged he understood, in pertinent part, that he: * was enlisting into a valid vacant position in which double-slotting was not authorized in MOS 09S at UIC WPJQAA * had 11 qualifying dispersed loans at the time of his enlistment that did not exceed $50,000.00 * had greater than 90 semester hours of college credit * he was required to completed Basic Officer Leadership Course upon successful completion of Officer Candidate School * he would be suspended from SLRP if he failed to begin an officer producing program within 1 year of entering to 09S enlistment option * he must begin AIT within 180 days after withdrawal from the OCS program * he would be terminated from the incentive for failure to become duty MOS qualified within 24 months after an involuntary transfer into another skill for the convenience of the government * he would be terminated from the incentive for separation from the ARNG for any reason other than transfer to the Army Reserve * he would be terminated from the incentive for failure to maintain medical and dental readiness during the entire period of enlistment unless failure was due to reasons beyond his control (i.e., death, injury, illness, or other impairment) 7. On 8 July 2011, the Military Entrance Processing Station ordered him to IADT for 10 weeks of basic combat training (BCT) with a reporting date of 20 September 2011. 8. On 2 December 2011, he was honorably released from active duty training (ADT). His DD Form 214 (Certificate of Release or Discharge from Active Duty) shows he completed BCT and was not awarded a primary specialty. 9. Various orders issued by Joint Force Headquarters, ORARNG: * attached him to Recruit Sustainment Company B, effective 1 July 2011, for administrative, training, and pay * released him from Recruit Sustainment Company B, effective 16 December 2011 * reassigned him to the duty position Platoon Leader (MOS 09S) and relived him from duty position Track Vehicle Driver effective 12 March 2012 * released him from duty position Platoon Leader and transferred him to FATDS Specialist effective 25 September 2012 * discharged him from the ARNG and as a reserve of the Army effective 4 September 2013 10. On 4 September 2013, he was discharged from the ORARNG. His NGB Form 22 (National Guard Report of Separation and Record of Service) shows in: * item 13 (Primary Specialty Number, Title, and Date Awarded), (P) 09S, Commissioned Officer Candidate, 28 June 2011 * item 23 (Authority and Reason), NGR 600-200, paragraph 6-35d(4), failure to attend IET within 24 months * item 24 (Character of Service), uncharacterized 11. BCMR Docket AR20180000601, dated 24 January 2020, shows the Board found no error or injustice in the applicant's SLPR debt. 12. There is no evidence in the applicant's service record and the applicant has not provided any evidence of medical documentation showing he was assigned a medical profile, he was processed for disability separation, or he received treatment for disability while he was in the ORARNG that would have prevented him from attending training during the period required by his contract. 14. MEDICAL REVIEW: The Army Review Boards Agency (ARBA) Medical Advisor was asked to review this case. Documentation reviewed included the applicant’s ABCMR application and accompanying documentation, the military electronic medical record (AHLTA), the VA electronic medical record (JLV), the electronic Physical Evaluation Board (ePEB), the Medical Electronic Data Care History and Readiness Tracking (MEDCHART) application, the Army Aeromedical Resource Office (AERO), and the Interactive Personnel Electronic Records Management System (iPERMS). The ARBA Medical Advisor made the following findings and recommendations: a. The applicant is again applying to the ABCMR requesting a termination of and/or return of the $4,583.14 which he had received from the Army National Guard’s Student Loan Repayment Program (SLRP). The applicant states he was unable to complete his required training because his rheumatoid arthritis (RA) prevented him from doing so. b. The Record of Proceedings and previous ROP detail the applicant’s military service and the circumstances of the case. His Report of Separation and Record of Service (NGB Form 22) shows he enlisted in the Oregon Army National Guard (ORARNG) on 28 June 2011 and received an uncharacterized discharge on 4 September 2013. He was discharged under the provisions of paragraph 6-35d(4) of NGR 600-200, Enlisted Personnel Management (31 July 2009): Failure to attend IET (phase I or phase II) within 24 months. The NGB Form 22 shows he had completed basic combat training (BCT). c. This request was previously denied on 12 December 2018 (AR20180000601). Rather than repeat their findings here, the board is referred to the record of proceedings for that case. This review will concentrate on the applicant’s medical condition(s) and new evidence submitted by the applicant. d. Guardsman participating in the SLRP are required to become qualified in their duty military occupational specialty within 24 months of entering the program. The benefit is terminated with recoupment if they fail to earn a commission or become MOS qualified within the accepted time frame and are subsequently discharged. e. The applicant graduated Basic Combat Training on 1 December 2011. He did not complete Advanced Individual Training within 24 months and so was discharged from the ORARNG. f. The question for the Board is “Was his failure to compete the required training due to his rheumatoid arthritis?” If so, the portion of this SLRP which he had received for 2012 should not have been subject to recoupment. Paragraph 1-26a of NGR 600-7, Selected Reserve Incentive Programs (12 August 2014): “The conditions under which termination without recoupment of incentives is warranted are prescribed in this paragraph and also the applicable program chapters and sections of this regulation. The effective date of the termination will be the effective date of the action. Payments due prior to the effective date will be paid to the Soldier. Payments due after the effective date of the action will be canceled and will not be paid to the Soldier. f. 1-26a(17) is the paragraph under consideration for this case: “Discharged due to injury or illness that occurred or was detected while assigned in a TPU status. Reason for medical discharge must not be a result of Soldier’s own misconduct. Termination effective date is ARNG date of discharge.” g. There are no elucidating documents in iPERMS and there are no medical documents in MEDCHART. AHLTA contains three clinical encounters from his period of basic training; two for ankle pain/tendonitis on 1 October 2011, and one for shoulder pain on 16 November 2011. h. A 29 January 2014 JLV encounter states the applicant was diagnosed with rheumatoid arthritis at in 2011. Records from were uploaded into JLV. They show the applicant’s onset of his RA was in February 2012 and it diagnosed in May 2012. They show the applicant was being treated with methotrexate and etanercept, aka Enbrel. This self-injected medication is used to treat moderate to severe active RA as well as a number of other autoimmune disease. i. From a 14 January 2013 physician’s note from Northwest Rheumatology Associates: (1) “Per the patient, he developed hand pain in approximately 9/2011. He developed severe hand swelling in 3/2012. He has been very compliant with methotrexate weekly over the last 7 months with Plaquenil twice a day for 7 months. Although he had improved initially, he has recently noticed persistent swelling in several hand joints with morning stiffness. He also has bilateral foot pain that worsens with walking. (2) Chart review also indicates a strong positive CCP, positive rheumatoid factor, as well as an inflammatory joint effusion in May ... Slight weight loss and fatigue … Has occasional mouth sores ... (3) PHYSICAL EXAMINATION: … JOINTS: Marked synovitis at the left 3rd PIP {finger joint}. Moderate swelling at both 2nd MCPs {knuckle joint} and right 2nd PIP. Swelling at the right 4th toe joint and tenderness across the forefoot. j. The applicant developed moderate to severe RA shortly after completing BCT. Despite treatment, the note from January 2013 shows he remained symptomatic to a point which would have made the successful completion of his advanced training highly unlikely. k. In addition, paragraph 3-40i of AR 40-501, Standards of Medical Fitness (4 August 2011) shows his RA was likely a cause for referral to the DES at that time. This paragraph states that RA fails medical retention standards when: “It interferes with successful performance of duty or requires geographic assignment limitations or requires medication for control that requires frequent monitoring by a physician due to debilitating or serious side effects. l. Patients on methotrexate require frequent laboratory testing to monitor for side effects. These include liver enzymes (ALT and AST), serum creatinine, and a compete blood count starting every 2–4 weeks for the first 3 months, every 8–12 weeks for 3–6 months after initiation, and every 12 weeks thereafter ( “American College of Rheumatology 2008 recommendations for the use of nonbiologic and biologic disease- modifying antirheumatic drugs in rheumatoid arthritis,” Arthritis & Rheumatism, vol. 59, no. 6, pp. 762–784, 2008.) m. Because medications to treat active RA can negatively affect the immune system, most Soldiers requiring routine use of these medications are unfit for service as they are not worldwide deployable. n. A VA ratings decision submitted with the applicant shows the applicant was received a 60% service-connected disability rating for RA effective 31 January 2013. The applicant states he was discharged from the ORARNG on 4 September 2013. o. There is no evidence of misconduct or negative attitude toward SLRP requirements by the applicant (counseling statements, canceled orders, etc.). An earlier DD 214 shows the applicant completed a four-year enlistment in the Navy form September 2000- September 2004. p. It is the opinion of the Agency Medical Advisor that the applicant’s RA would have or did prevent him from fulfilling the requirements of his SLRP contract. Therefore, IAW paragraph 1-26a(17) of NGR 600-7, his discharge for a medical reason should have resulted in a termination of his SLRP benefits effective the date of his discharge from the ORARNG, and the prior payment of $4,583.14 should not have been subject to recoupment. It is recommended that all recouped monies be returned to the applicant and ongoing recoupment efforts, if any, be terminated. BOARD DISCUSSION: After reviewing the application, all supporting documents, and the evidence found within the military record, the Board found that relief was warranted. The Board carefully considered the applicant's record of service, documents submitted in support of the petition and executed a comprehensive and standard review based on law, policy and regulation. Upon review of the applicant’s petition, available military records, and medical review, the Board concurred with the advising official finding applicant’s rheumatoid arthritis (RA) did prevent him from fulfilling the requirements of his SLRP contract. Therefore, IAW paragraph 1-26a(17) of NGR 600-7, his discharge for a medical reason should have resulted in a termination of his SLRP benefits effective the date of his discharge from the ORARNG, and the prior payment of $4,583.14 should not have been subject to recoupment. The Board agreed that all recouped monies be returned to the applicant and ongoing recoupment efforts, if any, be terminated. Based on this, the Board granted relief. BOARD VOTE: Mbr 1 Mbr 2 Mbr 3 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 to show cancellation of debt from the Student Loan Repayment Program (SLRP) and recoupment of debt paid to date. 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. REFERENCES: 1. Department of Defense Instruction (DODI) 1205.21, paragraph 6.6.2. states persons whose military specialty is changed at the convenience of the Government or whose unit is inactivated, relocated, reorganized, or converted are entitled to continue receiving incentive payments provided they meet all other eligibility criteria, and are not separated from the Selected Reserve. 2. National Guard Regulation 600-7 (Selected Reserve Incentive Programs) governs policies and procedures for the administration of the ARNG SRIP programs, including the SLRP. a. Paragraph 1-25 states the conditions under which termination with recoupment of incentives is warranted are prescribed in this paragraph and also the applicable program chapters and sections of this regulation. With the exceptions of the SLRP, which is normally not recouped because time is served prior to receipt of the incentive. However, when there is an overpayment of SLRP funds or the SLRP payment was made in error, recoupment will be processed. Termination with recoupment is defined as termination of the incentive with the Soldier entitled to a prorated incentive amount based on the number of months served satisfactorily prior to the incentive termination date. The Soldier may be required to pay funds back to the government or the Soldier may be entitled to a payment. Termination with recoupment will occur, if a Soldier voluntarily moves to a non-bonus unit or MOS, or as otherwise stated in this regulation. Termination is effective the date of transfer into the new MOS. See paragraph 1-19, Personnel movement between ARNG units. b. Paragraph 1-26a(5) states separation from the ARNG or transfer from the designated bonus position because of death, injury, illness, or other impairment that is not the result of misconduct by the soldier, termination will be without recoupment. c. Section VI (SLRP), paragraph 2-24b states the SLRP may be offered to Prior Service (PS) enlistees, and current ARNG members who meet the following requirements: (1) Enlist/affiliate or reenlist/extend for a minimum of three years. (2) Enlist/affiliate or reenlist/extend DMOSQ. (3) Enlist into valid CS vacancy or reenlist/extend as the primary position holder (not coded excess) in a grade commensurate with the position IAW current FY SRIP policy. (4) Meet the minimum Armed Forces qualification test (AFQT) requirements (5) Have one or more disbursed qualifying loan(s) as per current FY SRIP policy. (6) Be within 365 days of, or 24 hours after, the expiration term of service (ETS) of their current ARNG enlistment, reenlistment, or extension contract. The second or subsequent voluntary enrollment in the ARNG within 24 hours of separation (immediate reenlistment) allows for continuation of active ARNG Service with the ARNG of the same State, Territory, or District. (7) Must have a pre-approval authorized prior to signature date from the ARNG incentive management system IAW current FY SRIP policy. d. Section VI, paragraph 2-26 states the applicant must fill a valid vacant position and not an excess, over-strength, or manually loaded vacancy. e. Section VI, paragraph 2-27 states repayment of loan(s) shall be made on the basis of each complete year of service performed by the borrower. The portion or amount of a loan that may be repaid is 15 percent or $500, whichever is greater, for each year of service, plus the amount of any interest that may accrue during the current year. f. Section VI, paragraph 2-35 states incentive eligibility will be terminated when any of the termination reasons listed in paragraph 1-24 through 1-26 apply and that member will not be eligible to receive any further incentive payments, except for Service performed before the termination date. Once declared ineligible, termination of an incentive will not affect a Soldier’s responsibility to serve their current statutory or contractual Service commitment. 3. The Army National Guard SRIP Memorandum for FY2011, 25 July 2011, states, in part: a. Soldiers shall serve satisfactorily in the authorized Military Occupational Specialty (MOS)/Area of Concentration (AOC) for the full term of the service agreement, except for authorized exceptions. b. Soldiers are required to complete their service obligation even if released or removed from an incentive addendum. c. Army Regulation 601-210, Active and Reserve Component Enlistment Program, 8 February 2011, governs suspension, reinstatement, termination, and recoupment of incentives. This policy supplements the regulation with specific criteria for each incentive. d. Soldiers must become Duty Military Occupational Specialty Qualified (DMOSQ) within 24 months from the date of enlistment to be eligible for this incentive. e. The SLRP is subject to suspension if the candidate withdraws from the OCS program and do not become DMOSQ. Soldiers must begin AIT within 180 days after withdrawal from OCS. The SLRP suspension will be lifted upon finishing AIT and becoming DMOSQ. f. The SLRP is subject to recoupment if the candidate fails to earn a commission or become DMOSQ and is subsequently discharged or if the candidate fails to qualify in an enlisted MOS after withdrawal from OCS. 4. Army Regulation 635-40 (Disability Evaluation for Retention, Retirement, or Separation), in effect at the time, established the Army Physical Disability Evaluation System according to the provisions of chapter 61 of Title 10 United States Code and Department of Defense Directive 1332.18. It set forth policies, responsibilities, and procedures that apply in determining whether a member was unfit because of physical disability to perform the duties of his office, grade, rank, or rating. If a member was found unfit because of physical disability, it provided for disposition of the member according to applicable laws and policies. a. The mere presence of impairment does not, of itself, justify a finding of unfitness because of physical disability. In each case, it is necessary to compare the nature and degree of physical disability present with the requirements of the duties the member reasonably may be expected to perform because of his office, rank, grade or rating. The Army must find that a service member is physically unfit to reasonably perform his duties and assign an appropriate disability rating before that service member can be medically separated or retired. Chapter 3 states disability compensation is not an entitlement acquired by reason of a service incurred illness or injury; rather, it is provided to Soldiers whose service is interrupted and they can no longer continue to reasonably perform because of a physical disability incurred or aggravated in service. b. Paragraph 4-24e(3) provided that Based upon the final decision of the Commanding General, U.S. Army Physical Disability Agency, or the Army Physical Disability Review Board, the Commanding General, Military Personnel Center would issue retirement orders or other disposition instruction separation for physical disability with severance pay. 5. The Department of Veterans Affairs Schedule for Rating Disabilities (VASRD) is the standard under which percentage rating decisions are to be made for disabled military personnel. The VASRD is primarily used as a guide for evaluating disabilities resulting from all types of diseases and injuries encountered as a result of, or incident to, military service. Unlike the VA, the Army must first determine whether or not a soldier is fit to reasonably perform the duties of his office, grade, rank or rating. Once a soldier is determined to be physically unfit for further military service, percentage ratings are applied to the unfitting conditions from the VASRD. These percentages are applied based on the severity of the condition. 6. Title 38, U. S. Code, sections 310 and 331, permits the DVA to award compensation for a medical condition which was incurred in or aggravated by active military service. 7. Title 10, U. S. Code, section 1203, provides for the physical disability separation of a member who has less than 20 years' service and a disability rated at less than 30 percent. //NOTHING FOLLOWS// ABCMR Record of Proceedings (cont) AR20210016683 1 ARMY BOARD FOR CORRECTION OF MILITARY RECORDS RECORD OF PROCEEDINGS 1