Presentation on theme: "Service Officer Training"— Presentation transcript:
1 Service Officer Training Concurrent Retirement & Disability Payments(CRDP) / Combat Related Special Compensation(CRSC)David JungquistTraining OfficerVA VSO Dedicated Phone Support:
2 Two Forms of Concurrent Receipt A Decision MatrixCRSCBenefitConcurrent Retirement Disability Pay(CRDP)Full Concurrent ReceiptYesNo – 10 yr phase in (except 100% ratings)VA Rating Starts At10%50%Federal TaxTax FreeTaxedFile ClaimsMust ApplyAutomaticRetroactive PayQualified InjuryCombat LinkedService ConnectedDivisible with SpouseNobAvailable to Chapter 61 Medical and TDRL retirees with less than 20 years of serviceNoAvailable to TERA retireesNotesA retiree may switch between programs during an annual “Open Season” between December and JanuaryExcept as garnishment for alimony or child support and debt owed to the U.S.
3 Concurrent Retirement And Disability Payments (CRDP) Provides for a 10 year phase out of the offset to military retired pay due to receipt of VA disability compensation.Rates increased by approximately 10% a year and totally phased out in 2014Must be retiree based on 20 years service and elect compensation.Includes Guard and Reservists at age 60
4 Includes CH61 retirees with 20 years service. Must have disability of 50% or more as rated by VANo application necessary, automatic data exchange.Benefits under this program are taxable.Program beganVeterans rated 100% receive full retired pay
6 How does CRDP Work? Example: Vet rated at 50% with no dependents $770 -$100 (initial calendar year 04 rate)= $670 x 84.88% (calendar year 09)= $ = $ Total CRDPVA 50% - CRDP Amount = Amount of retired pay withheld: $ – $ = $101.30
7 Benefits not payable until after 10-01-08 Retro will be paid toPayment due from DFAS not VAToll Free DFAS #:Handout #1(Double click to open)
8 Combat-Related Special Compensation (CRSC) What is CRSC?Congressionally mandated benefits program recognizing the sacrifice of eligible military RetireesOne of two concurrent receipt programs; The other is CRDPReplaces VA-disability compensation subtracted from retired payProvides monthly tax-free payments based on retiree pay and VA disability ratingAvailable to all Retirees from all components and all Branches of ServiceNote: This is a DOD program – VA assists with information
9 INCLUDES IU FROMNON TAXABLEINCLUDES MEDICAL RETIREMENT CH 61 LESS THAN 20 YEARSINCLUDES TEMPORARY DISABILITY RETIRED LIST (TDRL)INCLUDES TEMPORARY EARLY RETIREMENT AUTHORITY (TERA)CAN GET ONLY CRSC OR CRDP NOT BOTHCRSC ALWAYS BEST FOR VA RATED DISABILITIES OF LESS THAN 50%MUST ELECT BETWEEN DECEMBER & JANUARY OF EACH YEAR
10 Who Is Eligible for CRSC? Injury/Illness claimed must result from atMust have All FourLeast One1. AC, RC, NG with Retirees: 20-Years ServiceChapter 61 Medical**Temporary Disability Retired List (TDRL)** Temporary Early Retirement Act (TERA)***Simulating War (SW)Hazardous Service (HS)Instrumentality of War (IN)Armed Conflict (AC)2. 10% or greater VA rated injury that is combat- related3. Receiving military retired payNote: Includes VA presumptive injuries4. Military retired pay is reduced by VA disability payments (VA Waiver)*Program inception June 2003**Medical Chapter 61 and TDRL retirees with one to 19 years are eligible***TERA retirees with years are eligible for CRSC, but not if they choose severance11
11 Simulating War Hazardous Service Directly caused by military training Injuries occurring at special training locations or during FTX’s are not simulating war unless directly related to the trainingPT, sporting events or accidents relating to maintenance are not considered simulating warHazardous ServiceIncludes, but is not limited to:Aerial Flight – Parachute DutyDemolition Duty – Experimental Stress DutyDiving DutyDisability must be directly caused by actual performance of hazardous dutyExample: Being a Jump Master, having multiple jumps or being assigned to an Airborne unit is not automatic evidence of cause for Hazardous Service
12 Instrumentalities of War A vehicle, vessel or device designed primarily for military use or a non-unique device used in a particular hazardous manner by the military, or a civilian vehicle pressed into a “combat-platform” i.e., mount machine gunIncurrence during an actual period of war is not requiredUsed for its intended purpose; for example, injuries occurred during routine maintenance would not be considered combat “related”Armed ConflictIncurred while the Soldier was engaged in armed conflictIncurred while the Soldier was a prisoner of war or detained against his/her will by a hostile forceIncurred while attempting escape from prisoner of war status
13 AMOUNT PAYABLE:AMOUNT EQUAL TO AMOUNT OF COMPENSATION VA WOULD PAY FOR THE COMBAT RELATED DISABILITIESDID NOT INCLUDE DEPENDENTS ALLOWANCE PRIOR TOCANNOT EXCEED GROSS RETIRED PAY
14 CRSC Claim FormSection I: Personal Identification Section II: Preliminary CRSC Criteria Section III: Service HistorySection IV: Combated-relatedness determinationSection V: Documentation InventorySection VI: Certification and WaiverSection VII: Signature15* If you are currently receiving CRDP payments and apply for CRSC, DFAS will give you whichever payment is higher.
15 Supporting Documents DO Submit: DO NOT Submit: A signed claim formCopies of ALL VA rating decisions which include the letter and the narrative summariesMedical documentation from a Military Treatment Facility (MTF) or Veteran’s Administration (VA) Medical CenterCopies of ALL DD214’s and DD215’sOfficial documents that supports “HOW” the specific disability being claimed meets the criteria for combat-relatedDO NOT Submit:Electronic media, EKGs, lab slips, or dental recordsPersonal or “Buddy” statementsThe top two reasons CRSC claims are disapproved:Documentation submitted does not tell HOW the injury occurredThe VA-rating decision Narrative Summary was not provided16
17 CRSC Summary What is it? Who is eligible? How to qualify? How to file? Provides monthly tax-free payments based on Retiree pay and VA disability ratingWho is eligible?Retirees whose retired pay is being reduced by VA disability paymentsHow to qualify?Injury or Illness claimed must result from Simulating War (SW) Hazardous Service (HS), Instrumentality of War (IN), or Armed Conflict (AC)How to file?Submit DD Form 2860 with appropriate supporting documentation as outlined in Program Guidance