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Prevent Delays Reduce Frustration Achieve the Best Possible Outcome 2013 The Temporary Disability Retirement List (TDRL)

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Page 1: 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

2013

The Temporary Disability Retirement List (TDRL)

Page 2: 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

6

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

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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

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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

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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