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Wednesday, 22 December 2010

Overview of the Physical Disability Evaluation System (DES)

The Secretary of the Army is charged with ensuring the fitness of Soldiers, and separating or retiring those who become unfit to continue military service because of physical disability. The law provides benefits for eligible Soldiers whose military service is cut short due to a service-related disability incurred in the line of duty.

 

The United States Army Physical Disability Agency (USAPDA) manages the Army's DES and acts on behalf of the Secretary of the Army. USAPDA is a Field Operating Agency of the Army Human Resources Command (HRC) and is headquartered in Washington DC at Walter Reed Army Medical Center. In addition to the USAPDA HQ at Walter Reed, the agency has three Physical Evaluation Boards (PEBs), located at Walter Reed, Ft. Sam Houston, TX and Ft. Lewis, WA. The PEBs are administrative boards that determine whether a Soldier’s medical condition prevents his/her continued service in the Army. The PEB is comprised of two types of boards (Informal and Formal) that review medical and service evidence to make determinations of fitness or unfitness to continue military service. 

 

It is important to understand that this is a performance-based system. Simply because a Soldier has a medical condition does not mean that the Soldier cannot continue to serve on active duty or in the Reserve Component. It is the impact of that medical condition upon the Soldier’s ability to perform duties appropriate to his/her rank and branch/MOS that is important. A Soldier with a serious medical condition can be found fit within the limits of his/her profile for continued service if the evidence supports that finding.

 

MEDICAL EVALUATION BOARD (MEB):         The MEB will determine if you have conditions that are disqualifying for retention. They do not make fitness determination, nor do they assign ratings. Their most important function as far as your case is concerned is in accurately diagnosing your conditions, and providing other info in their Narrative Summary (NARSUM). In order to find what conditions are disqualifying you should look here, depending on your Branch of Service:

 Army AR 40-501 Chapter 3Navy/USMC SECNAVINST 1850.4E Chapter 8Air Force AFI 48-123, Volume 2. Attachment 2Coast Guard Medical Manual, Chapter 3 Section F  

If you have conditions that they are not considering, you have the right to appeal the findings and recommendations of the MEB.  You may also augment the draft NARSUM provided to you by your MEB before the final MEB finding NARSUM is codified and sent to the PEB for percentage disability rating.

 

You can only be rated by the PEB for conditions that are unfitting. The following contain the regulations for each Service's PEB:

 Army AR 635-40Navy/USMC SECNAVINST 1850.4EAir Force AFI 36-3212

Coast Guard COMDTINST M1850.2D

 

Here are the regulations covering the MEB for each Service:

 Army AR 40-400, Patient Administration. Chapter 7Navy/USMC Manual of the Medical Department, Chapter 18Air Force AFI 41-210, Chapter 10

Coast Guard COMDTINST M1850.2D

 The PHYSICAL EVALUATION BOARD (PEB): How is the PEB structured?

The PEB is comprised of two types of boards, Informal and Formal. A board (Informal or Formal) is composed of a three-member panel trained on adjudication standards and procedures. The Presiding Officer will normally be a Colonel (sometimes a Lieutenant Colonel). In addition, each board has a Personnel Management Officer (normally a field grade officer or civilian equivalent) and a Medical Member (normally a DA civilian physician). In addition, there will be a representative of the Department of Veterans Affairs (VA) on the PEB. Almost all of the civilian board members at the Army PEBs are retired military with significant experience. By law, all PEBs considering a Reserve Component (RC) Soldier will have an RC member.

 

If the PEB determines that a Soldier is unfit to continue military service, and finds that the Soldier is eligible for disability benefits, the PEB determines percentage of the Soldier's disability compensation using Department of Defense Directives (DoDD) and Instructions (DoDI), Army Regulations, and current Army policy in conjunction with the Department of Veterans Affairs Schedule for Rating Disabilities (VASRD).

 

The Army only rates those medical conditions that result in the Soldier being determined unfit for continued military service. The Department of Veterans Affairs (DVA) generally rates a Soldier for all conditions incurred in or aggravated by military service. It used to be, before the FY 2008 NDAA, that it was not uncommon for a former Soldier to receive a higher combined disability rating from the VA than the PEB combined disability rating. However, NOW the Department of Defense PEB must use the Department of Veterans Affairs Schedule for Rating Disabilities (VASRD) for its PEB disability ratings –inn other words, the two disability percentage ratings will normally be the same.  The MEB & PEB disability rating percentage can never be less than the VA disability rating.

 The PEB makes determinations of:  • Fitness or unfitness to continue military service • Eligibility for disability compensation• Disability codes and percentage rating• Disposition of the case• Whether or not the injury or illness is combat-related When is a Soldier unfit to continue military service? 

A Soldier is unfit to continue in the Army when the preponderance of evidence demonstrates that one or more physical and/or mental condition(s) significantly interferes with the Soldier's ability to perform the duties of his/her office, grade or rank. The PEB makes the decision on fitness by balancing the extent of a Soldier’s condition, as shown through objective medical and performance evidence, against the requirements and duties that the Soldier may reasonably be expected to perform in his/her branch/MOS and grade. The mere fact that one or more medical conditions exist does NOT constitute an unfit determination.

 The inability to deploy cannot be the sole basis for determining unfitness per DoD Instruction. Typical medical evidence used by the PEB includes:

• A narrative summary written by the Medical Evaluation Board (MEB)

• History and treatment of the specific injury or illness

• Results of laboratory, X-ray, MRI, CAT scan and other specialized tests

• Current Physical Profile

• All referrals to physicians, specialists and sick call (health record)

• Type and frequency of medication

• Results of physical exam completed within past six months

 Typical performance evidence includes:

• Memorandum from the Soldier’s Commander addressing current ability to perform duties in MOS and unit

• Evaluation Reports

• Army Physical Fitness Test (APFT)

• Approved Line of Duty investigations

 â   Department of Defense (DoD) Disability Evaluation System (DES) (MEB & PEB) Integration with the Department of Veterans Affairs (VA) Disability Rating Schedules (DoD/VA) Changes IAW NDAA 2008-- January 28, 2008: 1.     ALL medical issues are to be documented by the Medical Evaluation Board (MEB). 2.    Disabled service members must be rated by the Physical Evaluation Board (PEB) according to the Department of Veterans Affairs (VA) disability rating schedule. These rules were mandated in the 2008 National Defense Authorization Act and are a change effective January 28, 2008. They are codified in Department of Defense Directive Type Memorandum dated March 13, 2008 titled:  Directive-Type Memorandum (DTM) on Implementing Disability-Related Provision of the National Defense Authorization Act of 2008 (Public Law 110-181) and are also contained in LAW --  the February 1, 2010 version of TITLE 10 USC 1071 Chapter 61—Retirement or Separation for Physical Disability in § 1216a.  This system was called the “Pilot Program” a few years ago but is now Public LAW and applies throughout the Department of Defense & Department of Veterans Affairs—EVERYWHERE! REFERENCES: A & B A.       DoD/VA Policy in the LAW-- Title 10 USC 1071 (updated as of Feb.1, 2010) CHAPTER 61—RETIREMENT OR SEPARATION FOR PHYSICAL DISABILITY § 1216a. Determinations of disability: requirements and limitations on determinations (a)       Utilization of VA Schedule for Rating Disabilities in Determinations of Disability.—  (1) In making a determination of disability of a member of the armed forces for purposes of this chapter, the Secretary concerned— (A) shall, to the extent feasible, utilize the schedule for rating disabilities in use by the Department of Veterans Affairs, including any applicable interpretation of the schedule by the United States Court of Appeals for Veterans Claims; and (B) except as provided in paragraph (2), may not deviate from the schedule or any such interpretation of the schedule.  (2) In making a determination described in paragraph (1), the Secretary concerned may utilize in lieu of the schedule described in that paragraph such criteria as the Secretary of Defense and the Secretary of Veterans Affairs may jointly prescribe for purposes of this subsection if the utilization of such criteria will result in a determination of a greater percentage of disability than would be otherwise determined through the utilization of the schedule.  
(b) Consideration of All Medical Conditions.— In making a determination of the rating of disability of a member of the armed forces for purposes of this chapter, the Secretary concerned shall take into account all medical conditions, whether individually or collectively, that render the member unfit to perform the duties of the member’s office, grade, rank, or rating.  
 B.PUBLIC LAW 110–181—JAN. 28, 2008 122 STAT. 435 TITLE XVI—WOUNDED WARRIOR MATTERS 

Subtitle A—Policy on Improvements to Care, Management, and Transition of Recovering Service Members

 

SEC. 1612. MEDICAL EVALUATIONS AND PHYSICAL DISABILITY EVALUATIONS OF RECOVERING SERVICE MEMBERS.

 (a)  MEDICAL EVALUATIONS OF RECOVERING SERVICE MEMBERS.— 

(1)  IN GENERAL.—Not later than July 1, 2008, the Secretary of Defense shall develop a policy on improvements to the processes, procedures, and standards for the conduct by the military departments of medical evaluations of recovering service members.

 

(2) ELEMENTS.—The policy on improvements to processes, procedures, and standards required under this subsection shall include and address the following:

 

(A) Processes for medical evaluations of recovering service members that—

(i) apply uniformly throughout the military departments;

and

(ii) apply uniformly with respect to recovering service members who are members of the regular components of the Armed Forces and recovering service members who are members of the National Guard and Reserve.

 

(B) Standard criteria and definitions for determining the achievement for recovering service members of the maximum medical benefit from treatment and rehabilitation.

 

(C) Standard timelines for each of the following:

(i) Determinations of fitness for duty of recovering service members.

(ii) Specialty care consultations for recovering service members.

(iii) Preparation of medical documents for recovering service members.

(iv) Appeals by recovering service members of medical evaluation determinations, including determinations of fitness for duty

 

(D) Procedures for ensuring that—

(i) upon request of a recovering service member being considered by a medical evaluation board, a physician or other appropriate health care professional

who is independent of the medical evaluation board is assigned to the service member;

 

and

(ii) the physician or other health care professional assigned to a recovering service member under clause (i)—

 

(I) serves as an independent source for review of the findings and recommendations of the medical evaluation board;

(II) provides the service member with advice and counsel regarding the findings and recommendations of the medical evaluation board;

and

(III) advises the service member on whether the findings of the medical evaluation board adequately reflect the complete spectrum of injuries and illness of the service member.

 

(E) Standards for qualifications and training of medical evaluation board personnel, including physicians, case Deadline workers, and physical disability evaluation board liaison officers, in conducting medical evaluations of recovering service members.

 

(F) Standards for the maximum number of medical evaluation cases of recovering service members that are pending before a medical evaluation board at any one time,

and requirements for the establishment of additional medical evaluation boards in the event such number is exceeded.

 

(G) Standards for information for recovering service members, and their families, on the medical evaluation board process and the rights and responsibilities of recovering

service members under that process, including a standard handbook on such information (which handbook shall also be available electronically).

 (b) PHYSICAL DISABILITY EVALUATIONS OF RECOVERING SERVICEMEMBERS.— 

(1) IN GENERAL.—Not later than July 1, 2008, the Secretary of Defense and the Secretary of Veterans Affairs shall develop a policy on improvements to the processes, procedures, and standards for the conduct of physical disability evaluations of recovering service members by the military departments and by the Department of Veterans Affairs.

 

(2) ELEMENTS.—The policy on improvements to processes, procedures, and standards required under this subsection shall include and address the following:

 

(A) A clearly-defined process of the Department of Defense and the Department of Veterans Affairs for disability determinations of recovering service members.

 

(B) To the extent feasible, procedures to eliminate unacceptable discrepancies and improve consistency among disability ratings assigned by the military departments and the Department of Veterans Affairs, particularly in the disability evaluation of recovering service members, which procedures shall be subject to the following requirements and limitations:

 

(i) Such procedures shall apply uniformly with respect to recovering service members who are members of the regular components of the Armed Forces and recovering service members who are members of the National Guard and Reserve.

 

(ii) Under such procedures, each Secretary of a military department shall, to the extent feasible, utilize  the standard schedule for rating disabilities in use by the Department of Veterans Affairs, including any applicable interpretation of such schedule by the United States Court of Appeals for Veterans Claims, in making any determination of disability of a recovering  service member, except as otherwise authorized by section 1216a of title 10, United States Code (as added by section 1642 of this Act).

 

(C) Uniform timelines among the military departments for appeals of determinations of disability of recovering service members, including timelines for presentation,

consideration, and disposition of appeals.

 

(D) Uniform standards among the military departments for qualifications and training of physical disability evaluation board personnel, including physical evaluation board liaison personnel, in conducting physical disability evaluations of recovering service members.

 

(E) Uniform standards among the military departments for the maximum number of physical disability evaluation cases of recovering service members that are

pending before a physical disability evaluation board at any one time, and requirements for the establishment of additional physical disability evaluation boards in the event

such number is exceeded.

 

(F) Uniform standards and procedures among the military departments for the provision of legal counsel to recovering service members while undergoing evaluation by a

physical disability evaluation board.

 

(G) Uniform standards among the military departments on the roles and responsibilities of non-medical care managers under section 1611(e)(4) and judge advocates assigned to recovering service members undergoing evaluation by a physical disability board, and uniform standards on the maximum number of cases involving such service members that are to be assigned to judge advocates at any one time.

 ASSESSMENT OF CONSOLIDATION OF DEPARTMENT OF DEFENSE AND DEPARTMENT OF VETERANS AFFAIRS DISABILITY EVALUATION SYSTEMS.— 

(1) IN GENERAL.—The Secretary of Defense and the Secretary of Veterans Affairs shall jointly submit to the appropriate committees of Congress a report on the feasability and advisability of consolidating the disability evaluation systems of the military departments and the disability evaluation system of the Department of Veterans Affairs into a single disability evaluation system. The report shall be submitted together with

the report required by section 1611(a).

 

(2) ELEMENTS.—The report required by paragraph (1) shall include the following:

 

(A)  An assessment of the feasibility and advisability of consolidating the disability evaluation systems described in paragraph (1) as specified in that paragraph.

 

(B) If the consolidation of the systems is considered feasible and advisable—

(i) recommendations for various options for consolidating the systems as specified in paragraph (1); and

 

(ii) recommendations for mechanisms to evaluate and assess any progress made in consolidating the systems as specified in that paragraph.

   There are three very important phases of your case.  1.    UNDERSTAND & KNOW:  The first happens well before the PEB. It can make a huge difference in your case if you have a good understanding of what you will be rated on and how to ensure your conditions are properly documented.

2.    ADVOCATE:            The next crucial phase is the Formal PEB. Here, a good advocate can present your case in the strongest manner, but equally important is identifying and preserving the legal errors made in your case. Veterans’ Service Organizations (VSO) have experts on hand to assist you and help represent your case—USE THEM!  The three at WRAMC Health Care System are: Disabled American Veterans (DAV); American Legion (AM); and Paralyzed Veterans of America (PVA).

3.    APPEAL:       The third crucial phase is in appealing the decision if the PEB has made an error in your case. So start educating yourself and preparing for your case early. In this way, you can better understand what is happening with your case and you can ensure you have the evidence you need to get an accurate rating. Waiting until you are at the Formal hearing before preparing is putting yourself at a disadvantage.

 â   MEDICAL (Disability) RETIREMENT: 

You will receive “Medical Retirement” pay based on your (1) combined disability rating percentage, or you will receive retirement pay based on (2) your years of service.

 

Title 10 U.S. Code; Chapter 61; now allows those service members with less than 20 years credible service for retirement to be retired disability (“Medical Retirement”) if their DES (MEB & PEB) disability rating is 30% or greater.  That is to say, they are retired just like any other service member who served 20 or more years.  They have all the same benefits of a retired military service member.  These service members are sometimes called “Chapter 61 Retirees.”

 ·       Permanent Disability Retirement List (PDRL):  

If all your unfitting conditions result in a combined disability rating of 30 percent or higher, and your condition is considered stable (meaning it is unlikely, in the doctor’s opinion that your disability rating will change within five years), you will be permanently retired for disability and placed on the PDRL.

 At a 100% DES (MEB & PEB) disability rating, the service member goes directly to PDRL retirement. 

This provides you with disability retirement pay, access to TRICARE for you and your dependent family members enrolled in the Defense Enrollment Eligibility Reporting System (DEERS), access to commissary and exchange shopping, and all other benefits of regular military retirement. The local finance office or the DFAS Wounded Warrior Pay Management Team will help you calculate the amount of retirement pay you will receive.

 

REFERENCE: United States Code, Title 10, Chapter 71, Section 1401

 

Your PDRL (Medical Retired) retired pay will be determined by DFAS using Formula Number 1 of United States Code, Title 10, Chapter 71, and Section 1401.

 Sec. 1401. Computation of retired pay                                      (a) Disability, Non-Regular Service, Warrant Officer, and DOPMA    Retirement. - The monthly retired pay of a person entitled thereto    under this subtitle is computed according to the following table.    For each case covered by a section of this title named in the    column headed "For sections", retired pay is computed by taking, in    order, the steps prescribed opposite it in columns 1, 2, 3, and 4,    as modified by the applicable footnotes.                Formula No.: 1       For sections: 1201, 1204       Column 1 - Take: Retired pay base as computed under section 1406(b) or 1407.                                            Column 2 - Multiply by: As member elects -   (1)   2(1/2)% of years of service credited to him under section 1208; (1) or                                  (2)   the percentage of disability on date when retired.        Column 3 - Add:         Column 4 - Subtract: Excess over 75% of retired pay base upon which computation is based.    â   RETIREMENT PAY:

Service members receives disability retirement pay based on the combined disability rating percentage, or will receive retirement pay based on their years of service—whichever is greater in dollar $ amount. The service member receives the amount that is greater of the two methods for determining the pay, but it cannot exceed 75 percent of base pay.

 

COMBINED DISABILITY RATING PERCENTAGE: 100%  Under this method, DFAS “Medical (disability) Retirement is based on the combined disability percentage retirement pay but can never be more than 75 percent of base pay, so a combined rating of 80 -100 percent will result in retirement compensation equal to 75 percent base pay.  Other percentages based on DES (MEB & PEB) percent disability are:

 

1)    PDRL Retirement: Combined disability rating percentage from the MEB & PEB:

 • 30-70 percent disability rating = that percentage of base pay—example: 30% disability=’s 30% of military base pay on date of retirement; 40% disability =’s 40% of military base pay on date of retirement; 50% disability =’s 50% of military base pay on date of retirement; 60% disability =’s 60% of military base pay on date of retirement; 70% disability =’s 70% of military base pay on date of retirement;  • 80-100 percent disability rating = 75 percent of base pay--80%-100% disability =’s 75% of military base pay on date of retirement—regardless of years of service! OR  2)    for a LONGEVITY retirement:

• 2.5 percent X years of service if sum is greater than percentage of disability

 

The amount of “Medical (disability) Retirement” pay is the greater of #1 or #2.

  
 CAUTION---DO NOT BE ALARMED IF DFAS REDUCES YOUR DISABILITY RETIRED PAY! Your DES military disability retirement may be subject to Title 38 USC—which means that a part of your DES military disability retirement may be withheld by the DoD retirement agency, Defense Finance and Accounting System (DFAS) as “VA Waiver.” If so, then CRSC restores the DFAS military retirement pay withhold.   

Combat Related Special Compensation (CRSC): Historically, veterans have not been allowed to receive both military retirement pay and disability compensation from VA.

offset of VA compensation for combat-related disabilities that reduced DoD retirement payments. However, you must apply for CRSC after you are Medically Retired and have a DD 215 or DD215.  Normally the AW2 representative will be able to direct you to the CRSC office so you can prepare this application before your Medical Retirement such that you can, like  for your VA Disability, submit immediately upon your retirement date.

 

â     MILITARY RETIREES WITH LESS THAN 20 YEARS SERVICE:

 

The law was expanded by the 2008 National Defense Authorization Act (effective 01 October 2007) to include members who are retired with less than 20 years for medical reasons (Military Medical (Disability) Retirement). Eligible veterans with VA-rated disabilities that have been determined to be combat related and who have A) 20 or more years of creditable service, OR who are permanent (PDRL) medical retirees, OR B) who have been placed on the TDRL, are eligible for a monthly Combat Related Special Compensation (CRSC) payment in addition to their reduced military retirement pay and their VA disability compensation.

 â     GUIDANCE and Q & A:How is CRSC reflected on my Retiree Account Statement from DFAS. Please explain 

Combat Related Special Compensation (CRSC) is a payment to restore the retired pay you are docked due to the VA waiver in your service retired pay.Most service members receiving CRSC receive three separate payments; service retired pay with a VA waiver amount, CRSC payment, and VA compensation. The VA waiver remains on the retiree pay stub and the CRSC pay restores the combat-related portion of the money deducted by the VA waiver.You might receive two payments if your VA waiver amount totally offsets your retired pay. In this case, you will receive VA compensation and CRSC. CRSC pay restores the combat-related portion of the money deducted by the VA Waiver
CRSC is not reflected on your retired pay stub. Look on your account statement where your pay is direct deposited.


[1] DES is the combination of the Medical Evaluation Board (MEB) and the Physical Evaluation Board (PEB)



[i] The DES is regulated by DoD Instruction 1332.38, "Physical Disability Evaluation," November 14, 1996 & December 1, 2003 AND by Title 10, United States Code; Sections 3502, 5532, 6308; and Section 8332 of Title 5, United States Code; and Section 104 of Title 26, United States Code

Last Updated ( Friday, 25 November 2011 )
 
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