Robert F. Hoffman v. Douglas A. Collins

United States Court of Appeals for Veterans Claims·Decided August 24, 2026·No. 24-7834·Published

Opinion

UNITED STATES COURT OF APPEALS FOR VETERANS CLAIMS

No. 24-7834

ROBERT F. HOFFMAN, APPELLANT,

V.

DOUGLAS A. COLLINS,

SECRETARY OF VETERANS AFFAIRS, APPELLEE.

On Appeal from the Board of Veterans' Appeals

(Argued May 12, 2026 Decided August 24, 2026)

C. Nicholas Scripter, with whom Grace Hurley was on the brief, both of Providence, Rhode Island, for the appellant.

Daniel B. Hausman, with whom James S. C. Baehr, General Counsel; David L. Quinn, Assistant Chief Counsel; and James B. Cowden, Deputy Chief Counsel, were on the brief, all of Washington, D.C., for the appellee.

Before PIETSCH, FALVEY, and JAQUITH, Judges.

FALVEY, Judge, filed the opinion of the Court. JAQUITH, Judge, filed a concurring opinion.

FALVEY, Judge: After a veteran prevails in a claim for benefits, VA sets the effective date—the date from which VA starts paying benefits—based on when the veteran filed the claim. An intent to file (ITF) is a tool that helps the veteran maximize that effective date. It lets the veteran tell VA that a claim is coming and, if the veteran follows through within a year, maximizes the veteran's benefits by associating the claim with the ITF and so tying the effective date to when the veteran first expressed the intent to file. But what happens when VA uses that tool in a way that does no good for one claim and prevents the veteran from using the ITF to secure several months of benefits for another, effectively wasting the ITF or acting as if it never existed?

That is what happened here. Air Force veteran Robert Hoffman filed an ITF in February 2023. A few months later, he filed a continuously pursued supplemental claim—a claim for the same or similar benefit filed within a year of an earlier denial—seeking review of earlier denials of service connection for kidney disease, hearing loss, and Meniere's disease. Then, still within a year of his ITF, he filed a new, initial, compensation claim for stroke residuals and erectile

dysfunction (ED). VA granted the stroke and ED claims, along with special monthly compensation (SMC) based on loss of use of a creative organ. But VA assigned July 21, 2023 —the date of the new compensation claim—as the effective date. Why? Because VA said that, under 38 C.F.R. § 3.155(d)(1)(ii), the continuously pursued supplemental claim was already associated with the February 2023 ITF. In effect, the ITF had been used by the time the initial claim came in.

That does not work. Congress told VA how to set the date of application for a continuously pursued supplemental claim filed within a year of a prior VA decision. The date of application is the date of the initial application for that benefit. So, applying the ITF framework to that kind of supplemental claim adds nothing. Worse, it can hurt the veteran by nullifying an ITF that otherwise would support an earlier effective date on a later claim filed within the same 1-year period.

Because Congress already decided the date of claim for a continuously pursued supplemental claim, we hold that VA may not apply § 3.155(d)(1)(ii) to associate a continuously pursued supplemental claim with an ITF when doing so would provide no effective-date benefit. Because the Board did just that here, it erred.

For Mr. Hoffman—who appeals from a September 26, 2024, Board of Veterans' Appeals decision—this means that the Board erred when it denied an effective date before July 21, 2023, for the grants of service connection for stroke residuals and ED, and of entitlement to SMC for loss of use of a creative organ based on ED. The correct date of application for Mr. Hoffman's claims stems from his ITF. And, because the Board found that he suffered from stroke residuals for that entire period—that is, at least since he filed his ITF—we can reverse the Board's denial of an earlier effective date and order VA to set the effective date to February 28, 2023. But, because the record is less clear about ED and the SMC claim depends on that claim, we can only set aside the Board's decision on those claims and remand them for further proceedings. 1

I. BACKGROUND

The dispute here is whether the effective date for the claims on appeal should go back to February 28, 2023—the date VA received Mr. Hoffman's ITF—or July 21, 2023, the date VA received his completed application. Record (R.) at 4-13, 2317-22, 2434. Mr. Hoffman believes his

1 Mr. Hoffman does not challenge the Board's denial of entitlement to (1) an initial compensable rating for ED; or (2) an initial rating above 10% for stroke residuals. Thus, we will dismiss the appeal as to these issues. See Pederson v. McDonald, 27 Vet.App. 276, 286 (2015) (en banc).

ITF should govern and the Secretary says that we have to go with the July 2023 application because VA had already associated a different claim with the ITF. To fully capture their disagreement, we first need to say more about the timeline of Mr. Hoffman's claims.

There are three important events that we need to keep in mind. First, Mr. Hoffman filed an ITF on February 28, 2023. R. at 2434. Second, in May 2023, he filed a VA Form 20-0995 Supplemental Claim Form challenging VA's denial of his kidney disability, bilateral hearing loss, and Meniere's disease claims—claims he had filed and continuously pursued for a couple of years. R. at 2373. And third, he filed his claim for service connection for stroke residuals and ED on July 21, 2023. R. at 2317-22. This case is about which filing—the May 2023 supplemental claim or the July 2023 claim—profits from the February 2023 ITF.

This issue matters because it impacts the effective date for Mr. Hoffman's stroke residuals, ED, and SMC. As stated, Mr. Hoffman applied for service connection for stroke and ED in July 2023. But he submitted his ITF in February 2023. So, if the ITF counted as his date of claim, he'd be looking at roughly six more months of benefits.

Hence, having prevailed on his claim for service connection for stroke residuals and ED, as well as entitlement to SMC based on loss of use of a creative organ, Mr. Hoffman believes that VA assigned him the wrong effective date. R. at 855.

As we said, before filing the three claims at issue, Mr. Hoffman had been denied benefits for a kidney disability, bilateral hearing loss, and Meniere's disease. R. at 193 -95. These initial denials preceded his February 2023 ITF. And it was these three claims that Mr. Hoffman pursued through his May 2023 supplemental claim. R. at 2373. Because these claims came before the ITF, the date of claims for these disabilities was already earlier than the February 2023 date of the ITF and could not benefit from the ITF.

Then came the claims that matter here. In July 2023, and still within 1 year of the February 2023 ITF, Mr. Hoffman submitted his initial claim for stroke residuals and ED. R. at 2317-22. Along with that filing, he specifically asked VA to "establish this claim in association with the February 28, 2023, Intent to File." R. at 2316. He didn't get what he asked for.

VA granted the claims. But it didn't associate them with the ITF. In its December 2023 rating decision granting service connection for stroke residuals and ED and awarding SMC, VA set a July 21, 2023, effective date for all three benefits. R. at 869-71. This was the date that VA received Mr. Hoffman's application for service connection for stroke residuals and ED. Id. As we

said, Mr. Hoffman disagrees with this effective date. And he took this disagreement all the way to the Board and now this Court. R. at 99.

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