Daniel Garza, Jr. v. Robert A. McDonald

28 Vet. App. 222, 2016 U.S. Vet. App. LEXIS 1225, 2016 WL 4247259
CourtUnited States Court of Appeals for Veterans Claims
DecidedAugust 11, 2016
Docket14-2711
StatusPublished

This text of 28 Vet. App. 222 (Daniel Garza, Jr. v. Robert A. McDonald) is published on Counsel Stack Legal Research, covering United States Court of Appeals for Veterans Claims primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Daniel Garza, Jr. v. Robert A. McDonald, 28 Vet. App. 222, 2016 U.S. Vet. App. LEXIS 1225, 2016 WL 4247259 (Cal. 2016).

Opinion

SCHOELEN, Judge:

The appellant, Daniel Garza, Jr., appeals a May 9, 2014, Board of Veterans’ Appeals (Board) decision in which the Board denied entitlement to an eligibility date prior to *224 April 16, 2010, for educational assistance under chapter 33, title 38, U.S.Code (Post-9/11 GI Bill). Record of Proceedings (R.) at 1-7. This appeal is timely, and the Court has jurisdiction to review the Board’s decision pursuant to 38 U.S.C. §§ 7262(a) and 7266(a). This case was referred to a panel to discuss the interaction and applicability of 38 C.F.R. §§ 21.9570 and 21.9625 and to determine whether the Department of Defense (DoD) has exclusive authority to revise effective dates for educational assistance benefits. For the reasons discussed below, the Court will affirm the Board’s May 2014 decision.

I. BACKGROUND

The appellant, Daniel Garza, Jr. (Mr. Garza), is the adult son of Daniel Garza, Sr., who served on active duty in the U.S. Army from March 1984 to July 1987, with subsequent periods of service in the Army National Guard from February 2005 to April 2006, October 2008 to November 2008, and August 2009 to July 2010. R. at 53.

Mr. Garza attended ITT Technical Institute (ITT), and, in April 2010, received notice from ITT’s financial aid office that a tuition payment of more than $15,000 needed to be paid to maintain his enrollment. R. at 69. Mr. Garza and his mother both stated that they contacted the veteran, who was deployed at the time. R. at 43, 72, On April 16, 2010, the veteran submitted an online application to transfer his educational benefits under the Post-9/11 GI Bill to Mr. Garza. 1 R. at 43, 58, 72.

On May 26, 2010, DoD notified the veteran that his service department had approved transferring 5 months of his educational benefits to Mr. Garza effective April 16, 2010. R. at 58. The letter stated that the veteran requested the transfer on April 16, 2010, and that his dependent, Mr. Garza, was awarded 5 months of educational assistance benefits with a beginning date of April 16, 2010, and an end date of September 1, 2010. Id. The letter explained that the veteran’s “family members can apply to use their transferred benefits with the [VA] by completing VA Form 22-1990e, [Application for Family Member to Use Transferred Benefits.]” Id, The letter also informed the veteran that he had the ability to “make additions, changes, or revocations to the eligible family members and/or adjust the distribution of the transferred months through the [Transfer of Education Benefits (TEB)] website, as long as [he] stay[ed] in the Armed Forces,” but “[o]nce separated, [he had to] make changes or revocations by contacting the VA.” Id.

On May 27, 2010, Mr. Garza submitted VA Form 22-1990(e) to use the veteran’s transferred benefits. R. at 59-63. In June 2010, the VA regional office (RO) issued Mr. Garza a “Certificate of Eligibility,” which notified him that 5 months of the veteran’s educational benefits were available for his use. R. at 57, 115-17.

In October 2010, Mr. Garza’s mother submitted a statement to VA seeking to have the veteran’s application for benefits backdated to August 1, 2009. R. at 71-73. In it, she explained that in August 2009, *225 she received a phone call from ITT’s financial aid department seeking information related to Mr. Garza’s financial aid application. R. at 71. She asked to be informed whether there would be any problems with her son’s financing but heard nothing back. Id. She further stated that after her son received the April 2010 letter from ITT, she contacted the school and they informed her “that no financing had been done for [Mr. Garza] dating back to August 2009.” Id. The appellant’s mother acknowledged the RO’s June 2010 letter “stating that the benefits could only go back as far as April [2010] since that is when my husband applied,” and explained that “the only reason we applied in April was because that’s when we were informed no financing had been done on my son[’]s behalf’ and that “[i]f we had known earlier[,] we would have applied earlier.” Id.

In September 2010, the RO notified Mr. Garza that ITT had submitted his enrollment certification and awarded him 5 months of educational benefits, beginning April 16, 2010. R. at 74-76.

In February 2011, the RO notified Mr. Garza that VA could not accept a Notice of Disagreement (NOD) from his mother and informed him that the NOD must be submitted by Mr. Garza. R. at 47. The RO also stated that it had contacted DoD to verify the effective date of the transfer of benefits, and that the veteran’s approval date was April 16, 2010. Id.; see R. at 49-54 (service department verification). The RO further stated that “DoD makes this determination not the VA.” R. at 47. Therefore, the RO informed Mr. Garza that he was not eligible to receive benefits before April 16, 2010. Id.

In May 2011, Mr. Garza submitted an NOD arguing for an August 2009 effective date. R. at 44. He stated that upon calling VA and DoD, he was told that the date may be modified, “yet no one person can walk me thru [sic] it.” Id. He acknowledged the DoD letter stating that the date of his father’s transfer was April 10, 2016, and requested that he “have the opportunity to change the date from April 16, 2010, back to August 1, 2009.” Id.

In June 2011, the RO issued a Statement of the Case (SOC) that found that VA took appropriate action based on the DoD record. R. at 24-38. The RO explained that “[DoD] determines eligibility for individuals to transfer benefits to their dependants under the Post-9/11 GI Bill,” that based on DoD records, Mr. Garza’s “date of eligibility under the transfer of entitlement provision is April 16, 2010,” and, thus, “[b]enefits cannot be paid before the date of eligibility.” R. at 27. The RO further stated that “VA cannot change a DoD decision. The veteran should contact DoD directly for possible resolution.” R. at 37 (emphasis added).

In February 2012, Mr. Garza perfected his appeal to the Board, stating that ITT did not notify him until April 2010 that “no financing had been done from August 2009.” R. at 23. He asserted that after he was notified, he contacted the veteran, who then applied to have his educational benefits transferred to Mr. Garza. Id. Because ITT erred in handling his financing, Mr. Garza contended that his benefits should be backdated to August 1, 2009. Id.

In the May 2014 decision on appeal, the Board found that “DoD approves the transfer of entitlement to educational assistance under 38 U.S.C. Chapter 33, and assigns the date of eligibility.” R. at 4 (citing, e.g., 38 C.F.R. § 21.9570).

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Bluebook (online)
28 Vet. App. 222, 2016 U.S. Vet. App. LEXIS 1225, 2016 WL 4247259, Counsel Stack Legal Research, https://law.counselstack.com/opinion/daniel-garza-jr-v-robert-a-mcdonald-cavc-2016.