Formal Board Hearing Help Needed

Lopez24

New Member
Registered Member
I was informed about this forum for SM that are going through an MEB/PEB. Hopefully, it's not too late for advice or suggestions.

I am currently in the PEB phase of my case and the reconsideration was denied setting a formal board hearing in November. I will not have access to legal until September due to a backlog of cases. At this point I'm stumped on what questions to ask and put pressure for legal assistance earlier than September. My case details are as follows:

I was referred to the MEB/PEB for the conditions of lower back and neck injury/pain. I do not have an LOD for any specific incident regarding the referred conditions but I was provided with an IDRM stating "my conditions of (a) Cervical Radiculopathy, Disc Displacement, and (b) Lumbar Radiculopathy, Disc disease is presumed to have been incurred or aggravated during a qualified duty status greater than 30 days and is determined to be In Line of Duty for DES referral."

The MEB determined my conditions existed prior to service and disregarded the IDRM. I contested their decision and submitted a rebuttal with additional medical documentation overturning the MEB decision with the physician stating, "given the soldier’s age and MOS is reasonable to assume diagnoses 1-2, 3 and 4 have been permanently service aggravated. The PEBLO will be instructed to list conditions 1,2, 3 and 4 as EPTS, yes, PSA yes."

Within that time I had a VES appointment set by the VA for the referred conditions. My examiner did a terrible evaluation. The Nurse Practitioner did not conduct an ROM for either cervical or lumbar or nerve exam, but instead I was physically manipulated to turn my neck and hinge at the end of the table causing extreme pain. On the DBQ's the NP stated, "The Veteran has a history of neck/back pain, performing active range of motion could aggravate the underlying pathology causing more significant pain, so it was not done/ therefore, test was not performed". Immediately after receiving the DBQ's I submitted a personal statement with VA Form 21-4138 stating the examination and requesting a reconsideration. I submitted the personal statement and VA Form 21-4138 to my PEBLO and MSC, but my request was not granted.

I selected to do the IDES ,but declined to submit a claim for VA benefits as part of the IDES program. I already have a 100% VA rating and was concerned that the IDES would have an impact on my current rating. I now realize that it was a mistake but not certain if my selection to decline the submission for a VA claim. Both the PEB and MSC said that the reconsideration has to be initiated by the PEB/MEB the rater for any additional VA exams.

My case was then submitted into the PEB and received the PEB VA ratings of:
Left upper extremity (non-dominant) cervical radiculopathy 20%
Right upper extremity (dominant) cervical radiculopathy 20%
Cervical spine strain 10%
Left lower extremity lumbar radiculopathy 10%
Lumbosacral spine strain; spinal stenosis 10%

My IPEB DA Form 199 the disposition from the Board is that I'm unfit for duty, recommends a rating of 20% severance pay and severance pay. 10% for cervical neck strain; degenerative disc disease other than intervertebral disc syndrome (MEB Dx 1-2). 10% for lumbosacral strain; spinal stenosis (MEB Dx 3-4).

I declined the severance pay and appealed the findings. I submitted MFR's plus a personal statement. In the MFR's and Personal statement, under the advisement of legal, my PTSD was mentioned even though it is not one of my referred conditions. My appeal was denied and a formal board date has been set for Nov.

The IPEB Response is as follows:
1. The Physical Evaluation Board (PEB) received your DA Form 199, Informal PEB Proceedings with non-concurrence. The PEB found you unfit for continued military service, recommending Separation with Severance Pay (SWSP) at a disability rating of 20%. The PEB acknowledges your demand for a Formal Hearing with personal appearance and regularly appointed counsel.
2. Your appeal memorandum and casefile were carefully reviewed. In your appeal, you contend that your bilateral upper and lower extremity radiculopathies, Migraines, lumbar spine, and posttraumatic stress disorder are unfitting. First, your lumbar spine condition (MEB Dx 3-4) was found unfitting at rated at 10% (VASRD 5237). Second, your claimed bilateral upper and lower extremity radiculopathies and posttraumatic stress disorder were not listed on your most current DA 3947. These conditions were not claimed with the VA. These conditions, including your migraine condition, are not listed on your current or any historical DA 3349 (physical profile record) and are not specifically addressed on the DA 7652 (DES Commander’s Performance and Functional Statement) as limiting or restricting you from completing your MOS related duties. There were no specialist notes included in your appeal that recommends any functional activity limitations to be added to your DA 3349, that this condition has failed all conservative treatments, and there is no Line of Duty for these conditions.
3. The preponderance of evidence currently available for PEB review, does not indicate that your contended condition is unfitting. Therefore, in accordance with your request, a Formal Hearing has been scheduled on 6 November 2024. Assigned Formal Board members will complete a full review of your case. Please submit exhibits through your assigned PEB Counsel prior to the formal hearing.


I have not been able to get in contact with the IPEB attorney for clarification on the response and what steps to take next. Hopefully I can get some guidance and point me in the right direction.

Thank you for your time.
 
I was informed about this forum for SM that are going through an MEB/PEB. Hopefully, it's not too late for advice or suggestions.

I am currently in the PEB phase of my case and the reconsideration was denied setting a formal board hearing in November. I will not have access to legal until September due to a backlog of cases. At this point I'm stumped on what questions to ask and put pressure for legal assistance earlier than September. My case details are as follows:

I was referred to the MEB/PEB for the conditions of lower back and neck injury/pain. I do not have an LOD for any specific incident regarding the referred conditions but I was provided with an IDRM stating "my conditions of (a) Cervical Radiculopathy, Disc Displacement, and (b) Lumbar Radiculopathy, Disc disease is presumed to have been incurred or aggravated during a qualified duty status greater than 30 days and is determined to be In Line of Duty for DES referral."

The MEB determined my conditions existed prior to service and disregarded the IDRM. I contested their decision and submitted a rebuttal with additional medical documentation overturning the MEB decision with the physician stating, "given the soldier’s age and MOS is reasonable to assume diagnoses 1-2, 3 and 4 have been permanently service aggravated. The PEBLO will be instructed to list conditions 1,2, 3 and 4 as EPTS, yes, PSA yes."

Within that time I had a VES appointment set by the VA for the referred conditions. My examiner did a terrible evaluation. The Nurse Practitioner did not conduct an ROM for either cervical or lumbar or nerve exam, but instead I was physically manipulated to turn my neck and hinge at the end of the table causing extreme pain. On the DBQ's the NP stated, "The Veteran has a history of neck/back pain, performing active range of motion could aggravate the underlying pathology causing more significant pain, so it was not done/ therefore, test was not performed". Immediately after receiving the DBQ's I submitted a personal statement with VA Form 21-4138 stating the examination and requesting a reconsideration. I submitted the personal statement and VA Form 21-4138 to my PEBLO and MSC, but my request was not granted.

I selected to do the IDES ,but declined to submit a claim for VA benefits as part of the IDES program. I already have a 100% VA rating and was concerned that the IDES would have an impact on my current rating. I now realize that it was a mistake but not certain if my selection to decline the submission for a VA claim. Both the PEB and MSC said that the reconsideration has to be initiated by the PEB/MEB the rater for any additional VA exams.

My case was then submitted into the PEB and received the PEB VA ratings of:
Left upper extremity (non-dominant) cervical radiculopathy 20%
Right upper extremity (dominant) cervical radiculopathy 20%
Cervical spine strain 10%
Left lower extremity lumbar radiculopathy 10%
Lumbosacral spine strain; spinal stenosis 10%

My IPEB DA Form 199 the disposition from the Board is that I'm unfit for duty, recommends a rating of 20% severance pay and severance pay. 10% for cervical neck strain; degenerative disc disease other than intervertebral disc syndrome (MEB Dx 1-2). 10% for lumbosacral strain; spinal stenosis (MEB Dx 3-4).

I declined the severance pay and appealed the findings. I submitted MFR's plus a personal statement. In the MFR's and Personal statement, under the advisement of legal, my PTSD was mentioned even though it is not one of my referred conditions. My appeal was denied and a formal board date has been set for Nov.

The IPEB Response is as follows:
1. The Physical Evaluation Board (PEB) received your DA Form 199, Informal PEB Proceedings with non-concurrence. The PEB found you unfit for continued military service, recommending Separation with Severance Pay (SWSP) at a disability rating of 20%. The PEB acknowledges your demand for a Formal Hearing with personal appearance and regularly appointed counsel.
2. Your appeal memorandum and casefile were carefully reviewed. In your appeal, you contend that your bilateral upper and lower extremity radiculopathies, Migraines, lumbar spine, and posttraumatic stress disorder are unfitting. First, your lumbar spine condition (MEB Dx 3-4) was found unfitting at rated at 10% (VASRD 5237). Second, your claimed bilateral upper and lower extremity radiculopathies and posttraumatic stress disorder were not listed on your most current DA 3947. These conditions were not claimed with the VA. These conditions, including your migraine condition, are not listed on your current or any historical DA 3349 (physical profile record) and are not specifically addressed on the DA 7652 (DES Commander’s Performance and Functional Statement) as limiting or restricting you from completing your MOS related duties. There were no specialist notes included in your appeal that recommends any functional activity limitations to be added to your DA 3349, that this condition has failed all conservative treatments, and there is no Line of Duty for these conditions.
3. The preponderance of evidence currently available for PEB review, does not indicate that your contended condition is unfitting. Therefore, in accordance with your request, a Formal Hearing has been scheduled on 6 November 2024. Assigned Formal Board members will complete a full review of your case. Please submit exhibits through your assigned PEB Counsel prior to the formal hearing.


I have not been able to get in contact with the IPEB attorney for clarification on the response and what steps to take next. Hopefully I can get some guidance and point me in the right direction.

Thank you for your time.
How many good years do you have?

It's a lot harder to get help and change the outcome where you are in the process compared to the beginning of your case where you have more time to prepare. For example it looks like you didn't apply for VA compensation for some conditions that you wanted to claim as unfitting. You have to have the VA conditions listed to do that. Now you will have to argue at the FPEB to add it and even if added the FPEB would have to kick it back down to be rated by the VA.

Did you request a VARR for the 2 conditions that were found unfit at 10% each? That would be one of the many things I would try to do. If one of those conditions was changed from 10% to 20% you would hit the magic 30% needed to medically retire.
 
I have 19 good years but have accrued the points to for this year to make 20. I'm just waiting for my retirement date in Oct. I did submit claims to the VA after I received my ratings. A supplemental for my neck and lower back and new claim for the neuropathy. I had an exam completed for my upper neuropathy but have not received the ratings for either the supplemental and new claim. I did not request a VARR because both my PEBLO and MSC explained that a reconsideration or additional exams would have to be requested by the MEB/PEB.
 
I have 19 good years but have accrued the points to for this year to make 20. I'm just waiting for my retirement date in Oct. I did submit claims to the VA after I received my ratings. A supplemental for my neck and lower back and new claim for the neuropathy. I had an exam completed for my upper neuropathy but have not received the ratings for either the supplemental and new claim. I did not request a VARR because both my PEBLO and MSC explained that a reconsideration or additional exams would have to be requested by the MEB/PEB.
Make sure you not only have the 50 points but that you hit the 20th full calendar year. If you don't complete the entire 20th year all 365 days or 366 days if leap year you will not get your 20 year letter. That is by far the most important part! That guarantees you a pension and tricare at age 60.

Okay things must be different for a non duty related IDES. I am certain you are the one that requests the VARR on the DA199 for regular IDES.

Lastly, you won't get severance. You will be put into the Retire Reserves awaiting pay and decline severance or medically retired immediately if DOD% is 30% or higher. If you have 15 good years but less than 20 good years you will be issued a 15 year letter. The 15 year letter's only downside is that you can't get both your reserve retirement and VA compensation. Only a 20 year letter will do that for you and that's why you need to ensure you stay in long enough to have 20 years of service and all of them 20 good years.

The reason you can't get severance is that if you accept severance you forfeit your retirement so that's not happening. What's your VA total rating right now? If its 100% then medically retiring will only get you tricare. That's because any VA compensation you receive will offset any medical retirement pension you get. I always ask people to know what they are fighting for. A lot of reservist and guardsman think they can get both their VA pay and a medical retirement but that's not true. You are fighting to get tricare now instead of at age 60.
 
My VA rating is at 100% and I am fighting for the insurance. I should have mentioned this before, but I have 19 good years, closing in on my 20th, and one bad year. My LES reflects 20 years but IPPSA has me down as 19 not sure if that makes a difference.
 
Army Regulation 635 – 40
Personnel Separations Disability Evaluation
for Retention, Retirement, or Separation

Read this reg specifically the PEB portion.
 
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