IN THE CASE OF: BOARD DATE: 14 February 2023 DOCKET NUMBER: AR20220007404 APPLICANT REQUESTS: physical disability retirement or, in effect, early retirement under Temporary Early Retirement Authority (TERA) in lieu of physical disability separation with severance pay. APPLICANT'S SUPPORTING DOCUMENT(S) CONSIDERED BY THE BOARD: * DD Form 149 (Application for Correction of Military Record) * DD Form 214 (Certificate of Release or Discharge from Active Duty) FACTS: 1. The applicant did not file within the 3-year time frame provided in Title 10, U.S. Code, section 1552(b); however, the Army Board for Correction of Military Records (ABCMR) conducted a substantive review of this case and determined it is in the interest of justice to excuse the applicant's failure to timely file. 2. The applicant states: a. After serving for 15 years, 8 months, and 4 days, he was medically separated with a 20 percent disability rating for his ankles. He contends that the Army purposely gave him a 20 percent rating to medically separate him instead of giving him a medical retirement. At that time, in 2016, he would have been otherwise eligible for a retirement based on having over 15 years time in service. b. He believes the Army did not adequately rate his ankles and although he accepted the findings of the Medical Evaluation Board (MEB) in 2016, he believes it was incorrect. Also, some of his ailments should be attributed to combat deployments in Iraq and Afghanistan. c. He is asking the Board to review his record and award him a medical retirement, if the Army percentage was incorrect or to retire him early after having completed almost 16 years of honorable service. 3. The applicant enlisted in the Regular Army on 3 April 2001. 4. The applicant deployed during the following timeframes to the following locations: * Afghanistan, from 4 April 2004 through 31 March 2005 * Iraq, from 28 October 2006 through 15 January 2008 * Iraq from 2 February 2009 through 31 January 2010 5. The applicant s DA Form 3349 (Physical Profile), DA Form 7652 (Disability Evaluation System (DES) Commander s Performance and Functional Statement), Medical Evaluation Board (MEB) Narrative Summary (NARSUM), DA Form 3947 (MEB Proceedings), Department of Veterans Affairs (VA) Compensation and Pension (C&P) Exam, and VA Proposed Rating Decision are not in his available records for review and have not been provided by the applicant. 6. A DA Form 199 (Informal Physical Evaluation Board (PEB) Proceedings) shows the following: a. A PEB convened on 12 August 2016 where the applicant was found physically unfit with a recommended rating of 20 percent and that his disposition be separation with severance pay. b. The applicant s medical conditions determined to be unfitting are as follows: (1) Right Achilles tendonitis (MEB diagnosis (Dx) 1); rating 10 percent; the onset occurred in 2011 while the applicant was stationed in the Continental U.S. (CONUS); method of injury unknown. The applicant was found unfit because his DA Form 3349 physical profile limitations associated with this condition made him unable to reasonably perform his Military Occupational Specialty (MOS). His condition prevented him from performing functional activity (1) moving 40 pounds while wearing usual protective gear (helmet, weapon, body armor, and load-bearing equipment at least 100 yards. (2) Left Achilles tendonitis (MEB Dx 2); rating 10 percent; the onset occurred in 2011 while the applicant was stationed CONUS; method of injury unknown. The applicant was found unfit because his DA Form 3349 physical profile limitations associated with this condition made him unable to reasonably perform his Military Occupational Specialty (MOS). His condition prevented him from performing functional activity (1) moving 40 pounds while wearing usual protective gear (helmet, weapon, body armor, and load-bearing equipment at least 100 yards. c. The applicant was found fit for the following conditions because the PEB indicates these conditions meet retention standards, do not cause physical profile limitations of functional activities, and there is no indication of performance issues due to these conditions: * obstructive sleep apnea with continuous positive airway pressure (CPAP) (MEB Dx 3) * gastroesophageal reflux disease (GERD) (MEB Dx 4) * other specified trauma and stressor related disorder (Mild symptoms of intrusive re-experiencing and avoidance with trauma-related changes in mood and cognition or hyperarousal) (MEB Dx 5) * right sensorineural hearing loss (in the frequency range of 600 hertz or higher (MEB Dx 6) * subjective tinnitus (MEB Dx 7) * multiple lipomas (benign tumors of fat tissue)(MEB Dx 8) * traumatic brain injury (TBI)/TBI mild (MEB Dx 9) * bilateral knee patellofemoral syndrome (MEB Dx 10) * right shoulder rotator cuff tendinitis (MEB Dx 11) * status post right foot surgery with residual mild numbness on lateral aspect of right foot (MEB Dx 12) * scar right foot (MEB Dx 13) d. The PEB made the following determinations: (1) The disability disposition was not based on disease or injury incurred in the line of duty (LOD) in combat with an enemy of the U.S. and as a direct result of armed conflict or caused by an instrumentality of war and incurred in the LOD during a period of war. (2) The disability did not result from a combat-related injury. (3) The disability severance pay was not awarded for disability incurred in a combat zone or incurred while performing combat-related operations as designated by the Secretary of Defense. e. On 16 August 2016, after having been advised of the findings and recommendations of the PEB and having received a full explanation of the results, the applicant concurred with the findings and recommendations and waived a formal hearing of his case. He did not request reconsideration of his VA ratings. 7. U.S. Army Garrison, Fort Belvoir Orders 252-0013, dated 8 September 2016, reassigned the applicant to the U.S. Army transition point for transition processing with an honorable discharge due to disability rated at 20 percent with severance pay based on 15 years, 8 months, and 4 days of net service effective 6 December 2016. 8. The applicant s DD Form 214 shows he was honorably discharged on 4 December 2016, due to disability with severance pay, non-combat (enhanced), after 15 years, 8 months, and 2 days of net active service. 9. On 7 October 2022, an official from the Army Review Boards Agency (ARBA) requested the applicant provide a copy of the medical documentation that supports his medical health claims, but he did not respond. 10. 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, and/or the Interactive Personnel Electronic Records Management System (iPERMS). The ARBA Medical Advisor made the following findings and recommendations: a. The applicant has applied to the ABCMR requesting an increase in his military disability rating and change in his current disability separation disposition from separated with disability severance pay to permanent retirement for physical disability. He states: After serving for 15 years 8 months and 4 days, SFC {Applicant} was medically separated with a 20 percent rating for his ankles. I contend that the Army purposely gave me a 20 percent rating to medically separate me instead of a medical retirement. During this time, 2016, I would have been otherwise eligible for a retirement, based off of being over 15 years TIS {time in service}. I am asking the board to review my record and award a medical retirement, if the Army percentage was incorrect or if I could have been retired early for having completed almost 15 years of service honorably. b. The Record of Proceedings details the applicant s service and the circumstances of the case. The DD 214 for the period of Service under consideration shows he entered the regular Army on 3 April 2001 and was separated with $133,718.40 of disability severance pay on 4 December 2016 under provisions provided in Chapter 4 of AR 635-40, Physical Evaluation for Retention, Retirement, or Separation (20 March 2012). c. A Soldier is referred to the IDES when they have one or more conditions which appear to fail medical retention standards as documented on a duty liming permanent physical profile. At the start of their IDES processing, a physician lists the Soldier s referred medical conditions in section I the VA/DOD Joint Disability Evaluation Board Claim (VA Form 21-0819). The Soldier, with the assistance of the VA military service coordinator, lists all conditions they believe to be service-connected disabilities in block 8 of section II or a separate Statement in Support of Claim (VA form 21-4138). d. Soldiers then receive one set of VA C&P examinations covering all their referred and claimed conditions. These examinations, which are the examinations of record for the IDES, serve as the basis for both their military and VA disability processing. All conditions are then rated by the VA prior to the Soldier s discharge. The physical evaluation board (PEB), after adjudicating the case sent them by the medical evaluation board (MEB), applies the applicable VA derived ratings to the Soldier s unfitting condition(s), thereby determining their final combined rating and disposition. Upon discharge, the Veteran immediately begins receiving the full disability benefits to which they are entitled from both their Service and the VA. e. On 27 April 2016, the applicant was referred to the IDES for Right Achilles tendonitis. He claimed twelve additional conditions on a separate Statement in Support of Claim (VA form 21-4138), including left Achilles tendonitis. A medical evaluation board (MEB) determined both his right and left Achilles tendonitis failed the medical retention standards of AR 40-501, Standards of Medical Fitness. They determined eleven other medical conditions met medical retention standards. On 13 June 2016, the applicant agreed with the MEB s findings and recommendation and his case was forwarded to a physical evaluation board (PEB) for adjudication. f. On 12 August 2016, the applicant s informal PEB found his right Achilles tendonitis and left Achilles tendonitis to be unfitting medical conditions for continued service. They determined the remaining eleven medical conditions were not unfitting for continued military service. The PEB applied the VBA derived ratings of 10% to each disability for a combined military disability rating or 20% g. The VA rating decision narrative is the same for both conditions. For the right ankle: Service connection for Right Achilles tendonitis is proposed as directly related to military service. We have assigned a 10 percent evaluation for your Right Achilles tendonitis based on: Moderate limitation of motion of the ankle based on dorsiflexion less than 15 degrees Additional symptom(s) include: Objective evidence of tenosynovitis The provisions of 38 CFR 4.40 and 4.45 concerning functional loss due to pain, fatigue, weakness, or lack of endurance, incoordination, and flare-ups, as cited in DeLuca v. Brown and Mitchell v. Shinseki, have been considered and are not warranted. This is the highest schedular evaluation allowed under the law for tenosynovitis. Additionally, a higher evaluation of 20 percent is not warranted for limitation of motion of the ankle unless the evidence shows: Marked limitation of motion of the ankle based on dorsiflexion less than 5 degrees or plantar flexion less than 10 degrees. h. Because the applicant s combined military disability rating was less than 30%, the PEB recommended the applicant be separated with disability severance pay. On 16 August 2016, after being counseled on the informal PEB s findings by her PEB Liaison Officer (PEBLO), the applicant concurred with the informal PEB s findings, waived his right to a formal hearing, and declined to request a VA reconsideration of his disability rating. i. Review of his DES case file in ePEB and his records in AHLTA identified no additional medical condition(s) which would have failed the medical retention standards of chapter 3 of AR 40-501, Standards of Medical Fitness, prior to his discharge. Thus, there was no cause for referral to the Disability Evaluation System. Furthermore, there is no evidence that any additional medical condition prevented the applicant from being able to reasonably perform the duties of his office, grade, rank, or rating prior to his discharge. j. Review of his records in JLV shows he has been awarded multiple VA service- connected disability ratings. However, the DES compensates an individual only for service incurred medical condition(s) which have been determined to disqualify him or her from further military service. The DES has neither the role nor the authority to compensate service members for anticipated future severity or potential complications of conditions which were incurred or permanently aggravated during their military service; or which did not cause or contribute to the termination of their military career. These roles and authorities are granted by Congress to the Department of Veterans Affairs and executed under a different set of laws. k. It is the opinion of the ARBA Medical Advisor that a neither an increase in his military disability rating, a change in his disability discharge disposition, nor a referral of his case back to the DES is warranted. BOARD DISCUSSION: After reviewing the application, all supporting documents, and the evidence found within the military record, the Board found that relief was not warranted. The applicant s contentions, the military record, and regulatory guidance were carefully considered. The Board noted that a PEB convened on 12 August 2016 where the applicant was found physically unfit with a recommended rating of 20 percent and that his disposition be separation with severance pay. The Board reviewed and agreed with the advisory official s finding that although the applicant has been awarded multiple VA service- connected disability ratings, the military s disability evaluation system compensates an individual only for service incurred medical condition(s) which have been determined to disqualify him or her from further military service. The VA on the other hand, has the role and authority to compensate service members for anticipated future severity or potential complications of conditions which were incurred or permanently aggravated during their military service; or which did not cause or contribute to the termination of their military career. The Board determined that neither an increase in his military disability rating, or a change in his disability discharge disposition, nor a referral of his case back to the disability evaluation system is warranted. ? BOARD VOTE: Mbr 1 Mbr 2 Mbr 3 : : : GRANT FULL RELIEF : : : GRANT PARTIAL RELIEF : : : GRANT FORMAL HEARING GT: ME: SM: DENY APPLICATION BOARD DETERMINATION/RECOMMENDATION: The evidence presented does not demonstrate the existence of a probable error or injustice. Therefore, the Board determined the overall merits of this case are insufficient as a basis for correction of the records of the individual concerned. 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. 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 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. 2. Title 10, U.S. Code, chapter 61, provides the Secretaries of the Military Departments with authority to retire or discharge a member if they find the member unfit to perform military duties because of physical disability. The U.S. Army Physical Disability Agency is responsible for administering the Army physical disability evaluation system and executes Secretary of the Army decision-making authority as directed by Congress in chapter 61 and in accordance with DOD Directive 1332.18 and Army Regulation 635-40 (Physical Evaluation for Retention, Retirement, or Separation). a. Soldiers are referred to the disability system when they no longer meet medical retention standards in accordance with Army Regulation 40-501 (Standards of Medical Fitness), chapter 3, as evidenced in a Medical Evaluation Board (MEB); when they receive a permanent medical profile rating of 3 or 4 in any factor and are referred by an Military Occupational Specialty (MOS) Medical Retention Board; and/or they are command-referred for a fitness-for-duty medical examination. b. The disability evaluation assessment process involves two distinct stages: the MEB and Physical Evaluation Board (PEB). The purpose of the MEB is to determine whether the service member's injury or illness is severe enough to compromise his/her ability to return to full duty based on the job specialty designation of the branch of service. A PEB is an administrative body possessing the authority to determine whether or not a service member is fit for duty. A designation of "unfit for duty" is required before an individual can be separated from the military because of an injury or medical condition. Service members who are determined to be unfit for duty due to disability either are separated from the military or are permanently retired, depending on the severity of the disability and length of military service. Individuals who are "separated" receive a one-time severance payment, while veterans who retire based upon disability receive monthly military retired pay and have access to all other benefits afforded to military retirees. c. The mere presence of a medical impairment does not in and of itself justify a finding of unfitness. In each case, it is necessary to compare the nature and degree of physical disability present with the requirements of the duties the Soldier may reasonably be expected to perform because of his or her office, grade, rank, or rating. Reasonable performance of the preponderance of duties will invariably result in a finding of fitness for continued duty. A Soldier is physically unfit when a medical impairment prevents reasonable performance of the duties required of the Soldier's office, grade, rank, or rating. 3. Army Regulation 635-40 establishes the Army Disability Evaluation System and sets forth policies, responsibilities, and procedures that apply in determining whether a Soldier is unfit because of physical disability to reasonably perform the duties of his office, grade, rank, or rating. Only the unfitting conditions or defects and those which contribute to unfitness will be considered in arriving at the rated degree of incapacity warranting retirement or separation for disability. a. Disability compensation is not an entitlement acquired by reason of service- incurred illness or injury; rather, it is provided to Soldiers whose service is interrupted and who can no longer continue to reasonably perform because of a physical disability incurred or aggravated in military service. b. Soldiers who sustain or aggravate physically-unfitting disabilities must meet the following line-of-duty criteria to be eligible to receive retirement and severance pay benefits: (1) The disability must have been incurred or aggravated while the Soldier was entitled to basic pay or as the proximate cause of performing active duty or inactive duty training. (2) The disability must not have resulted from the Soldier's intentional misconduct or willful neglect and must not have been incurred during a period of unauthorized absence. c. The percentage assigned to a medical defect or condition is the disability rating. A rating is not assigned until the PEB determines the Soldier is physically unfit for duty. Ratings are assigned from the Department of Veterans Affairs (VA) Schedule for Rating Disabilities (VASRD). The fact that a Soldier has a condition listed in the VASRD does not equate to a finding of physical unfitness. An unfitting, or ratable condition, is one which renders the Soldier unable to perform the duties of their office, grade, rank, or rating in such a way as to reasonably fulfill the purpose of their employment on active duty. There is no legal requirement in arriving at the rated degree of incapacity to rate a physical condition which is not in itself considered disqualifying for military service when a Soldier is found unfit because of another condition that is disqualifying. Only the unfitting conditions or defects and those which contribute to unfitness will be considered in arriving at the rated degree of incapacity warranting retirement or separation for disability. 4. Title 10, U.S. Code, section 1201, provides for the physical disability retirement of a member who has at least 20 years of service or a disability rating of at least 30 percent. Title 10, U.S. Code, section 1203, provides for the physical disability separation of a member who has less than 20 years of service and a disability rating of less than 30 percent. 5. Army Directive 2016-27 (Temporary Early Retirement Authority (TERA)), dated 23 June 2016, implements TERA for Soldiers described in paragraph 4 of this directive, consistent with the National Defense Authorization Act for Fiscal Year 1993, Public Law Number 102-484, section 4403, 106 statute 2702-04, as extended by the National Defense Authorization Act for Fiscal Year 2012, Public Law Number 112-81, section 504, 125 Statute 1389-91, to include Active Guard Reserve (AGR) Soldiers. a. Retirement with at least 20 years of service has been and will continue to be the basic entitlement for those personnel who complete a career in the Army. TERA is a discretionary authority and not an entitlement. b. Paragraph 4 provides the criteria for Soldiers to be eligible to request TERA in lieu of involuntary separation, involuntary release from active duty, or involuntary release from active service. The first 10 criteria all pertain to officers and warrant officers. The enlisted criteria are as follows: (1) Enlisted members of the Army who were selected to be involuntarily separated as a result of a Qualitative Service Program and who, on the date they are to be discharged, have at least 15 years but less than 20 years of service, as computed under Title 10, U.S. Code, section 3925, and (2) Enlisted members serving in the AGR Program who were selected to be involuntarily released form active duty or active service as a result of an AGR Release from Active Duty (REFRAD) Board and who, on the date they are to be discharged, have at least 15 years but less than 20 years of service, as computed under Title 10, U.S. Code, section 3925. c. Only individuals who meet the eligibility criteria in paragraph 4 are eligible for retirement pursuant to TERA. These criteria may not be waived. This directive is applicable as specifically stated and is not intended to extend retirement eligibility under TERA or sanctuary to other populations of Soldiers. This directive does not otherwise modify the ability of Soldiers to apply for retirement under existing law and policy. c. Soldiers pending evaluation for disability retirement under Title 10, U.S. Code, chapter 61 are not eligible for early retirement under this directive. 6. Title 10, U.S. Code, section 1556 requires the Secretary of the Army to ensure that an applicant seeking corrective action by the Army Review Boards Agency (ARBA) be provided with a copy of any correspondence and communications (including summaries of verbal communications) to or from the Agency with anyone outside the Agency that directly pertains to or has material effect on the applicant's case, except as authorized by statute. ARBA medical advisory opinions and reviews are authored by ARBA civilian and military medical and behavioral health professionals and are therefore internal agency work product. Accordingly, ARBA does not routinely provide copies of ARBA Medical Office recommendations, opinions (including advisory opinions), and reviews to Army Board for Correction of Military Records applicants (and/or their counsel) prior to adjudication. //NOTHING FOLLOWS// ABCMR Record of Proceedings (cont) AR20220007404 1 ARMY BOARD FOR CORRECTION OF MILITARY RECORDS RECORD OF PROCEEDINGS 1