prevent delays reduce frustration achieve the best possible outcome 2013 the temporary disability...
TRANSCRIPT
Prevent Delays ♦ Reduce Frustration ♦ Achieve the Best Possible Outcome
2013
The Temporary Disability Retirement List (TDRL)
Prevent Delays ♦ Reduce Frustration ♦ Achieve the Best Possible Outcome
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Prevent Delays
Reduce Frustratio
n
Achieve the Best Possible Outcome
Terminal Learning Objectives
As an RCC help Marines and families…
Explain clearly who the Marine must call to schedule Periodic Physical Examinations (PPE)
Explain the difference between TDRL and PDRL Explain the consequences of being administratively
removed from TDRL Discuss the possible outcomes of Periodic Physical
Examinations and prepare the family to deal with them financially
Ensure the Marine and family understand the process to schedule the Periodic Physical Examination
Document the best contact methods to facilitate PPE orders
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Enabling Learning Objectives
Describe the criteria used to determine whether a Marine is placed on TDRL
or PDRL
Identify the benefits received by Marines while on the TDRL
Describe the consequences of being medically separated while on the TDRL
Describe the consequences of being administratively removed from the TDRL
Describe the consequences of being moved from the TDRL to the PDRL
Identify the required Periodic Physical Examinations (PPE)
Describe the process required to schedule the Periodic Physical Examinations
Identify the role of the Marine Corps Disability Section (MMSR-4), the
PEBLO, and the TDRL Coordinator in executing the TDRL
Distinguish between the initial VA rating and the initial DoD rating and
understand that changes to one does not affect the other
Recognize the challenges faced by the Marine Corps in executing the TDRL
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Benefit Profile
Frequency
40-50% of Marines assigned to the Recovery Care Program will be placed on the TDRL
Drawbacks
N/A (Marines do not choose to be placed on the TDRL)
Importance to Marine
While on the TDRL Marines receive benefits including a military retirement check, a retired ID card, and eligibility for TRICARE. However, failure to comply with the requirements of the TDRL will result in the loss of all of their retirement benefits.
Challenges
Approximately 15% of Marines on TDRL are administratively removed, losing all of their benefits. Improving on this has been identified as a point of emphasis by the USMC leadership
The Marine must remain actively engaged in the process after transition making education and communication extremely important
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Rules of the Road
Speak to Marines who will be transferred to the TDRL about their responsibilities and the consequences of not completing them
Encourage the Marine to actively engage the NMCM or DISC that is assigned follow-on care coordination responsibilities
Counsel Marine to be prepared for changes in benefits
N/A
Express any personal opinion about the TDRL
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IDES Outcomes
Medical Separation or Retirement
Non-Medical Separations
TDRL
PDRL
Separated with Benefits
Separated w/o
Benefits
Continued on Military
Service
Found Fit for Duty
Fit for Duty by
Presumption
MEB Terminated for Medical
Reasons
Administrative
SeparationVoluntary
Retirement or
Separation
Remain on Active Duty
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8% 2%90%
TDRL 45%
PDRL 11%
Separated w/ Benefits 33%
Separated w/o Benefits 1%
Based on the first six months
of 2013
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Retiree Benefits on TDRL
DoD Retired Pay on TDRL
DoD awarded retired pay:• Subject to offset or waiver if
receiving VA compensation• Amount is subject to change• Taxable income if not combat
related TRICARE (if Marine elects to enroll) Retired / Dependent ID cards
• Base Access• Commissary and Exchange
privileges Survivor Benefit Program (automatic
unless declined) Combat Related Special
Compensation (if eligible) Concurrent Receipt of Disability
Payments (if eligible)
Based on Public Law, Marines placed on TDRL with a DoD disability rating of 30%, 40%, or 50% will receive 50% of base pay. Those with a 60% or 70% awards will receive that percentage. 80% and above will receive maximum allowable by Public Law which is 75%.
Original TDRL award does not change until case finalized. Changes to VA compensation do not affect DoD rating.
Marines transferred from TDRL to PDRL will receive DoD disability retired pay at the rate equivalent to their final DoD disability rating award. • 30% = 30%• 50% = 50%• 90% = 75%
Benefits on the TDRL7
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Outcomes of the TDRL8
IDES Complete.
Marines Accepts Findings
Placed on TDRL
Transferred to PDRL
Found Fit for Duty
Separated with Benefits
Administratively Removed
Marine will be permanently retired. All DoD benefits /
eligibilities of the TDRL are now permanent.
Marine will lose all retiree benefits. Severance check
may be recouped by VA comp received. Marine is entitled
to a formal board.
Marine may re-enlist if he meets all retention
requirements such as PFT/CFT. Marine is entitled to a formal board. Otherwise he will be separated without
benefits.All retirement benefits suspended until Marine complies with the TDRL
requirements (i.e., attends Periodic Physical
Examination)
• The TDRL is TEMPORARY.
• PDRL is generally the desired outcome.
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Benefits after the TDRL9
Benefit TDRL Outcome
PDRL Separated with Benefits*
Fit for Duty* Administratively Removed*
Military Retired Pay Continues; amount recalculated based on final rating
Stopped Stopped Suspended
TRICARE Eligibility continues
Coverage terminates immediately
Coverage terminates immediately
Coverage suspended immediately
Survivor Benefit Program(SBP)
Remains in program if enrolled, premiums will adjust with retired pay
Removed from program if enrolled
Removed from program if enrolled
Premiums and benefit suspended immediately
ID Card Access to base, commissary, and exchange
Continues permanently
ID card will not be renewed
ID card will not be renewed
ID card will not be renewed
Combat Related Special Compensation (CRSC)
Continues; amount recalculated based on final rating
Stopped Stopped Payments are suspended immediately
Concurrent Receipt of Disability Payments (CRDP)
Continues; amount recalculated based on final rating
N/A – Marine will be converted to a normal retirement
N/A – Marine will be converted to a normal retirement
N/A – Marine will be converted to a normal retirement
*Marines eligible for a normal retirement based on 20 years of service will be converted to a normal retirement unless transferred to the PDRL
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Key Point
TDRL vs PDRL10
Placement on the TDRL indicates that Marine’s condition is not STABLE for disability rating purposes.
The severity of the Marine’s disability does not always influence the determination of placement on TDRL or PDRL
Marines must go through the IDES to be placed on the TDRL
Marines do not choose to be placed on the TDRL, the decision is made by the PEB
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Key Point
Periodic Physical Examinations
The Marine must attend Periodic Physical Examinations while on the TDRL
Schedule:• 6 months (PTSD only)• 18 months• 3 years• 5 years
• Note: 5 years is the maximum time on the TDRL; after the final PPE the Marine will be moved to the PDRL if the disability persists
Failure to attend may result in administrative removal from the TDRL
The Marine is responsible for providing MMSR-4 with reliable post-service contact info to include an up to date address to receive orders
WWCC can help facilitate
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The Periodic Physical Examination Process
Schedule Appointment
MMSR-4 contacts Marine (approximately 6 months before PPE is required)
MMSR-4 informs Marine which Military Treatment
Facility (MTF) will conduct the PPE
Marine must call the MTF and speak to the TDRL
coordinator to schedule the PPE
Marine must call MMSR-4 to give appointment
information
MMSR-4 sends Marine the Invitational Travel Order
and travel claim
Attend Appointment
Marine attends appointment at MTF
Marine completes travel claim and sends it to
MMSR-4
MMSR-4 processes the travel claim and submits to
DFAS for payment
DFAS reimburses the Marine for travel
Follow-Up
Records are sent by the MTF to the Physical
Evaluation Board (PEB)
PEB determines whether each condition is stable, and if so determines the
final rating
PEB mails findings and Election of Options directly
to the Marine
Marine must complete Election of Options and
return to the PEBMarine Corps Disability Section (MMSR-
4)703-784-9308703-784-9309703-784-9321
See next slide
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Determining the TDRL Outcome13
Attended PPE?
Start
Stay on TDRL
All conditions stable?
On TDRL 5 years?
All conditions fitting?
Find Fit For Duty
Admin Remove
from TDRL
Move to PDRL
Separate with
Benefits
New (Final) Rating 10%-20%
?
Yes Yes
No
Yes
No
Yes
No No
No
Periodic Physical Examinations are required at 6 months (PTSD only), 18 months, 36 months, and 5 years
MMSR-4 coordinates the scheduling of the PPE and is responsible for administratively removing a Marine who does not attend
Conditions are evaluated by the Physical Evaluation Board at the Washington Navy Yard based on the examinations conducted
Marine is entitled to a Formal Board and should consult an IDES attorney
Yes
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Key Points for Marines on TDRL
Stay in Touch
• Marines need to keep MMSR-4 informed of their contact info and mailing address: 703-784-9308, 703-784-9309, 703-784-9321
• Marines should stay in touch with the DISC or the WWCC for assistance
Attend PPEs
• MMSR-4 will provide Invitational Travel Orders to the Marine to attend the Periodic Physical Examination. Marine MUST liquidate travel claim upon completion of all Government funded travel.
Be Prepared
• The TDRL is TEMPORARY• Changes to the Marine’s benefits are likely
15 Prevent Delays ♦ Reduce Frustration ♦ Achieve the Best Possible Outcome
Common Pitfalls
Discussion: How can an RCC help avoid these pitfalls?
Why do Marines Miss Their PPEs?
• Marine moves and does not remember to update MMSR-4 with the address
• Marine gets frustrated with MMSR-4 or TDRL Coordinator’s customer service and “gives up”
• Marine’s DoD retired pay is fully offset (i.e., waived) by VA awarded disability compensation and he does not realize that continued TRICARE coverage is tied to scheduling and attending the PPEs. Most often, loss of TRICARE benefits impact the dependents.
• Marine believes that his VA medical appointments satisfy the PPE requirement
16 Prevent Delays ♦ Reduce Frustration ♦ Achieve the Best Possible Outcome
Common Pitfalls
Discussion: How can an RCC help avoid these pitfalls?
Other Challenges with the TDRL
• Marine is unaware that he can be found FIT for duty and lose all previously awarded DoD retirement benefits
• Marine is not prepared for a reduction in his final disability rating and DoD disability retired pay
• Marines with a final DoD disability rating of 30% or 40% do not understand that retirement check will decrease when he is moved to the PDRL
Prevent Delays ♦ Reduce Frustration ♦ Achieve the Best Possible Outcome
Basic Resources Advanced Resources
Resources17
Marine Corps Disability Section (MMSR-4)
703-784-9308703-784-9309703-784-9321
Wounded Warrior RegimentPEB LiaisonDean Trio
703-432-1856
IDES AttorneyVarious
Can assist Marine at any stage
WWR Internal Fact Sheethttps://
ehqmc.usmc.mil/sites/wwr/wrc/Internal%20Slick%20Fact%20Sheets/TDRL%20Outreach%20Fact%20Sheet.pdf
WWR External Fact Sheethttps://
ehqmc.usmc.mil/sites/wwr/wrc/External%20Fact%20Slick%20Sheets/Temporary%20Disability%20Retirement%20List%20Slick%20Sheet.pdf
Physical Evaluation Board Liaison Officer
(PEBLO)Various
Will brief Marine when presenting findings
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Questions18
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Knowledge Check
A
D
BC
GySgt Jefferson is placed on the TDRL with a rating of DoD: 30; VA: 30. His military retirement is not fully offset (i.e., waived). After his final PPE he is placed on the PDRL with the same ratings. What will happen to his DoD retired pay?
It will go up
It will go down
It will stay the same
It will be converted to Euros
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Knowledge Check
A
D
BC
At his three year PPE, the PEB determines LCpl Tillotson’s disability to be permanent & stable with a combined final rating of 20%. He has appealed through the PEB Formal Board with no change. What will happen?
The Marine will lose his TRICARE coverage
The Marine will need to schedule his final PPE
The Marine will be placed on the PDRL
The Marine will automatically be enrolled in the Survivor Benefits Program
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Knowledge Check
A
D
BC
i
ii
iii
iv
v
Cpl MacEwen misses her PPE and is administratively removed from the TDRL. What are the consequences?
Her TRICARE coverage will be suspended
She will no longer receive her VA disability pay
She will have to pay back any GI Bill benefits that she has drawn
She will not be able to receive a new retired ID card
A only
B and C only
A and D only
A, B and D only
All of the above
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Knowledge Check
A
D
BC
Sgt Skillman is placed on the TDRL with four rated conditions and a DoD rating of 70%. At the three year PPE the board determines that three of the conditions are no longer unfitting while the fourth, which is 30% disabling remains unstable. What will happen?
He will be found fit for duty and removed from the TDRL
He will remain on the TDRL, and continues receiving 70% of his base pay (subject of offset) while on the TDRL
He will remain on the TDRL, but will now receive 50% of his base pay (subject to offset) while on the TDRL
He remains on the TDRL, but will now receive 30% of his base pay (subject to offset) while on the TDRL
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Knowledge Check
A
D
BC
i
ii
iii
iv
v
GySgt Hernandez has only one condition evaluated by the IDES. He is rated 30%/30% and placed on the TDRL. His military retired pay is partially offset by his VA Disability Compensation. After retirement, he applies successfully for CRSC. While he is on the TDRL the VA increases their rating of this condition to 60%. How might this change his benefits?
He can skip his next Periodic Physical Examination
He will immediately be transferred to the PDRL
His military retirement check will immediately increase to 60% of base pay (subject to offset)
His CRSC payments may be adjusted to reflect a larger offset
A and C only
B and D only
B, C, and D only
C only
D only
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Knowledge Check
A
D
BC
Who issues the travel orders to attend the Periodic Physical Evaluations required while on the TDRL?
Marine Corps Disability Section (MMSR-4)
The Wounded Warrior Regiment
The Marine’s last command
The Department of Veteran’s Affairs
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Knowledge Check
A
D
BC
i
ii
iii
iv
v
LCpl Smith attends his initial PPE and the determination is made that his condition is now permanent & stable with a final combined DoD disability rating of 90%. What are the consequences?
He will be placed on the PDRL
He will have lifetime eligibility for TRICARE
He will have lifetime access to military commissaries
He will draw a maximum retirement check (75% of base pay, calculated on High-3 basis) for the rest of his life (subject to VA offset)
A only
A and B only
B and D only
A, C and D only
All of the above
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Knowledge Check
A
D
BC
i
ii
iii
iv
v
MSgt Williams is placed on the TDRL as the result of PTSD. When will he need to schedule PPE exams?
Six months after his placement on the TDRL
Eighteen months after placement on the TDRL
Three years after placement on the TDRL
Five years after placement on the TDRL
B and D only
A and C only
B, C and D only
D only
All of the above
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Knowledge Check
A
D
BC
i
ii
iii
iv
v
In which of the four possible outcomes of the TDRL will a Marine with seven years of time in service continue to be eligible for TRICARE after his or her time on the TDRL is complete?
Separation with Benefits
Transfer to the PDRL
Found Fit for Duty
Administratively Removed from the TDRL
A only
B only
A and B only
A, C, and D only
None of the Above
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Knowledge Check
A
D
BC
i
ii
iii
iv
v
LCpl Smith was transferred to the TDRL after two years of service as the result of a PTSD diagnosis. She has no other unfitting conditions. She is employed and chooses to no longer take her medication because she believes she is managing her condition well. What are the likely outcomes of this decision?
MMSR-4 will not authorize per diem when she travels for her next PPE
She will be administratively removed from the TDRL for non-compliance
At her next PPE she will likely be determined FIT for duty and separated from service.She will need to repay any military retirement that she has received while on the TDRL
A and B only
A, B and D only
A and C only
B and D only
C only
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Tim ClubbProgram Manager
• [email protected]• 703-772-3860
April PetersonDeputy Program Manager
• [email protected]• 703-772-2527
Neil SunleyQuality Assurance and Training Manager
• [email protected]• 240-281-9896
USMC RCC Program Management