Disability Evaluation of Military Servicemembers

Congressional research reportJan 27, 2010

Ask Donna

What actually matters in this document.

Text

Disability Evaluation of Military

Servicemembers

/name redacted/

Specialist in Social Policy

/name redacted/

Analyst in Defense Health Care Policy

January 27, 2010

Congressional Research Service

7-....

www.crs.gov

RL33991

CRS Report for Congress

Prepared for Members and Committees of Congress

Disability Evaluation of Military Servicemembers

Summary

On February 18, 2007, the Washington Post published the first in a series of articles describing

problems with outpatient medical care and other services provided at the Walter Reed Army

Medical Center (WRAMC). The series noted, among other things, concerns about the processes

used to evaluate disability in injured military servicemembers. Both the Department of Defense

(DOD) and the Department of Veterans Affairs (VA) conduct disability evaluations and assign

disability ratings to servicemembers or veterans under their respective authorities. An individual’s

disability rating, from either department, affects the scope of pay and benefits for which he or she

is eligible, and the cost to the respective department of providing such benefits.

There are significant differences between the disability evaluations performed by DOD and VA,

as well as civilian disability evaluations conducted by the Social Security Administration (SSA)

and workers’ compensation programs. Most notably, the DOD disability evaluation is focused on

the effect of any disabling condition on the performance of the servicemember’s duties in the

military, whereas the other three systems evaluate the impact of a disability on gainful

employment in the civilian economy.

During the 110th Congress, legislation was enacted for the care of injured servicemembers. Title

XVI of the National Defense Authorization Act for FY2008 (P.L. 110-181), contained Wounded

Warrior provisions related to the care and transition of injured servicemembers, including the use

of pilot programs to improve the disability evaluation process.

This report will describe disability evaluation in general, including evaluations used by DOD and

VA, as well as civilian evaluations used by the SSA and by workers’ compensation programs.

Next, the DOD and VA disability rating processes are described, respectively, in greater detail.

This report emphasizes the disability evaluation systems at DOD and VA, with illustrative

comparisons made to civilian systems when appropriate. It will be updated as warranted.

Congressional Research Service

Disability Evaluation of Military Servicemembers

Contents

Introduction ................................................................................................................................1

Overview of Disability Evaluation ..............................................................................................2

Department of Defense Disability Evaluation ..............................................................................3

Department of Veterans Affairs Disability Evaluation ..................................................................4

Social Security Administration Disability Evaluation...................................................................5

Workers’ Compensation Disability Evaluation.............................................................................5

The DOD Physical Disability Evaluation System ........................................................................7

Initial Medical Treatment of Injured Servicemembers..................................................................7

Steps in the Disability Evaluation Process ...................................................................................8

Overview ..............................................................................................................................8

Medical Evaluation Board.....................................................................................................9

Physical Evaluation Board .................................................................................................. 10

Assistance to Servicemembers During Disability Evaluation ............................................... 10

Outcomes of the DOD Disability Process ............................................................................ 10

1. Retained.................................................................................................................... 11

2. Placed on Temporary Disability Retired List.............................................................. 11

3. Separated from Service with No Benefits .................................................................. 11

4. Separated with Severance Pay ................................................................................... 11

5. Permanently Retired with Physical Disability Benefits .............................................. 11

Issues of Timely and Consistent Processing......................................................................... 12

DOD/VA Disability Evaluation System Pilot ............................................................................. 12

SSA Outreach to Veterans ......................................................................................................... 13

VA Disability Evaluation........................................................................................................... 14

Figures

Figure 1. Steps in the DOD Physical Disability Evaluation System..............................................9

Appendixes

Appendix. Definitions of U.S. Military Servicemembers and Veterans....................................... 17

Contacts

Author Contact Information ...................................................................................................... 20

Acknowledgments .................................................................................................................... 20

Congressional Research Service

Disability Evaluation of Military Servicemembers

Introduction

On February 18, 2007, the Washington Post published the first in a series of articles describing

problems with outpatient medical care and other services provided at the Walter Reed Army

Medical Center (WRAMC).1 WRAMC, a Department of Defense (DOD) facility in Washington,

DC, is one of several Military Treatment Facilities (MTFs) providing medical care to injured

servicemembers returning from combat theaters in Afghanistan and Iraq in support of Operation

Enduring Freedom (OEF) and Operation Iraqi Freedom (OIF).

Intense media scrutiny followed the Washington Post series. News reports have, in general,

observed that medical care provided to returning servicemembers is good or excellent, but noted

evidence of problems with infrastructure and cleanliness in both DOD and Department of

Veterans Affairs (VA) facilities. In addition, reported problems have included complex

administrative systems, delays and errors in DOD’s processing of retirement and other benefits

for those servicemembers who separate from the armed forces, the transitioning of eligible

servicemembers to veteran status, and VA’s processing of veterans’ benefits. Reports have also

mentioned understaffing and inadequate training of case workers who assist servicemembers and

veterans with benefits processing and other aspects of their return to civilian life. Some reports

have, however, been problematic in their descriptions of the respective roles of DOD and VA in

providing health care and other benefits to injured servicemembers, or in their descriptions of the

health care and other benefits systems in the two departments.2

Reports have spotlighted problems faced by some returning injured OEF/OIF servicemembers.

However, DOD and VA do not apply their disability evaluations differently to OEF/OIF

servicemembers than to other servicemembers and veterans. Also, less than half of each

department’s disability evaluation caseloads involve OEF/OIF personnel. Nonetheless, the added

number of OEF/OIF cases and, in particular, their complexity, do appear to have strained the

capacity of the disability evaluation systems in the two departments.3

Dana Priest and Anne Hull, “Soldiers Face Neglect, Frustration at Army’s Top Medical Facility,” Washington Post,

February 18, 2007.

Among other discrepancies, several news reports mistakenly referred to soldiers at WRAMC as “veterans.” For

example, on February 20, 2007, The Seattle Times reprinted the second article in The Washington Post series,

describing conditions at Mologne House on the WRAMC campus, under the headline “Injured Vets Now Battle for

Benefits.” See the first of two text boxes in this report for a definition of “veteran.”

In the DOD, 11% of disability evaluations involve personnel injured in war, while 89% involve servicemembers

transitioning to disability retirement. See the testimony of Gordon R. England, Deputy Secretary of Defense, before a

joint hearing of the Senate Committees on Armed Forces and Veterans’ Affairs on the DOD and VA disability rating

systems and the transition of servicemembers from the DOD to veteran status, April 12, 2007, at http://armedservices.senate.gov/e_witnesslist.cfm?id=2690. In the VA, 54% of all claims are claims reopened for worsening of

chronic conditions. See the testimony of Ronald R. Aument, Deputy Under Secretary for Benefits, Department of

Veterans Affairs, U.S. Congress, House Committee on Veterans Affairs, Hearing on the Impact of OEF/OIF on the VA

Claims Process, Statement, March 13, 2007, at http://www.va.gov/OCA/testimony/hvac/sdama/070313RA.asp.

Congressional Research Service

Disability Evaluation of Military Servicemembers

When Is a Discharged Servicemember Classified as

a “Veteran” for the Purposes of VA Benefits?

Not all discharged servicemembers are considered “veterans” for the purposes of Veterans Affairs (VA) benefits and

programs. In order to be eligible for most VA benefits, it is necessary for the discharged servicemember to be

classified as a “veteran,” or in some circumstances, the survivor of a veteran.

Federal statutes define “veteran” as a “person who served in the active military, naval, or air service, and who was

discharged or released therefrom under conditions other than dishonorable.” [38 U.S.C. § 101(2); 38 C.F.R. § 3.1(d)].

The VA largely bases its determination of veteran status upon military department service records. In addition to the

member’s service records, other factors affect his or her classification as a “veteran” and may affect future benefits.

These factors include:

Discharge criteria: (38 U.S.C. § 101(2); 38 C.F.R. § 3.1(d)).

Active military, naval or air service: (38 U.S.C. § 101(2); 38 C.F.R. § 3.1(d)).

Whether the service was during “time of war:” (38 U.S.C. § 101(6)-(11); 38 C.F.R. § 3.2).

Minimum active-duty service requirement: (38 U.S.C. § 5303A 38, C.F.R. § 3.12A).

After it has been proven that the discharged servicemember meets these criteria, he or she is considered to be a

“veteran,” and may be eligible for certain benefits relating to health care, education, and other services provided by

the VA.

See the Appendix for definitions of U.S. military servicemembers and veterans.

(Information provided by (name redacted), Legislative Attorney, American Law Division, CRS.)

Some news reports and other sources have asserted that the DOD underrates disability. In both the

DOD and VA systems, disability ratings range from zero (least severe) to 100% (most severe), in

increments of 10%. Generally, if an injured servicemember has served in the military less than 20

years, a DOD disability rating of 20% or less entitles the servicemember to a single lump-sum

severance payment and no additional military benefits, while a rating of 30% or greater may,

subject to certain other conditions, make the individual eligible for certain lifelong military

benefits such as retirement pay and health insurance for the servicemember and his or her family.

Hence, in most cases, a disability rating of 30% or greater yields a more favorable benefits

package for the servicemember, and a higher and longer-term cost for the department. For

veterans under the VA system, in comparison, a service-connected disability rating of 10% or

more provides a monthly disability compensation payment whereas a disability rating of 30% or

more provides additional disability compensation for a spouse and dependents. (The amount of

monthly disability compensation depends on the disability percentage rating.) In addition, unlike

the DOD disability evaluation, VA disability ratings may, over time, be revised as a veteran files a

claim (or claims) for changes in disability status related to prior military service.

This report describes disability evaluation in general, including evaluations used by DOD and

VA, as well as civilian evaluations used by the Social Security Administration and by workers’

compensation programs. Next, the DOD and VA disability rating processes are described,

respectively, in greater detail. This report emphasizes the disability evaluation systems at DOD

and VA, with illustrative comparisons made to civilian systems when appropriate.

Overview of Disability Evaluation

There are significant differences between the disability evaluations performed by the DOD, the

VA, the Social Security Administration (SSA), and workers’ compensation programs (WC). There

are differences in process and, more importantly, fundamental differences in the basis for

evaluation in each of the systems. This may result in different rating outcomes from each system,

Congressional Research Service

Disability Evaluation of Military Servicemembers

which can affect the financial condition of the disabled applicant and the future costs incurred by

the benefits provider. A brief overview and comparison of the four systems is provided below.

More detailed descriptions of the DOD and VA systems are presented later in this report.

Some have proposed combining or linking different disability evaluation programs to improve

outcomes or other problems with program performance. (For example, proposals to consolidate

the DOD and VA disability systems, or to have the VA conduct disability evaluations of DOD

personnel, are discussed in the “DOD/VA Disability Evaluation System Pilot” section of this

report.) However, attempts to combine or link existing disability evaluation systems may be

difficult and may not be desirable, given the different purposes of each system.

The Government Accountability Office (GAO) has designated as high-risk the federal disability

programs at SSA and VA, which rate disability based on civilian employability. GAO says that

these systems are based upon outmoded concepts of disability, and fail to optimize opportunities

that would allow disabled beneficiaries to return to productive work.4

Department of Defense Disability Evaluation

The DOD disability evaluation is focused on the effect of any disabling condition on the

performance of the servicemember’s duties in the military. The evaluation can be viewed as a

two-step process. The first step is to determine if the applicant (servicemember) is fit for military

duty. The second step, for applicants found to be unfit, is the rating of service-connected

disability.

Several factors are taken into account to determine a servicemember’s fitness for duty, including

•

whether or not the servicemember can perform his or her required duties (based

on office, grade, rank, or rating);

•

whether or not the servicemember is medically prevented from taking the

required physical fitness test;

•

the impact on deployability of the servicemember and his or her unit; and

•

whether or not an alternative job specialty for the servicemember is feasible.

If a servicemember is found unfit for duty, the servicemember can be placed on the Temporary

Disability Retired List (TDRL, which requires a reevaluation in the future), or permanently

released from military service. Prior to release, DOD examines those service-connected physical

impairments that rendered the soldier unfit, and provides a disability rating. For soldiers with

multiple diagnosed physical impairments, each is potentially ratable, provided that DOD finds

each physical impairment to be separately unfitting. 5 DOD and VA use the same rating table, the

Veterans Affairs Schedule for Rating Disabilities (often referred to as VASRD or SRD, described

in the Text Box below) to determine the disability percentage. This disability percentage is one

factor used to determine if the servicemember receives a lump-sum payment upon discharge

Government Accountability Office (GAO), “Modernizing Federal Disability Programs,” in High Risk Series: An

Update, GAO-07-310, p. 83, January 31, 2007.

Each individual condition must, independently of the others, result in unfitness for duty.

Congressional Research Service

Disability Evaluation of Military Servicemembers

(based on a rating of 20% or lower), or an annual pension and possibly other lifelong benefits

(based on a rating of 30% or higher).

Once the ratings determination is made and accepted by the servicemember, no further changes to

the evaluation, percentage rating, lump-sum payment, or pension are made in the future. The

military disability evaluation process does not look at the individual servicemember’s current,

future, or potential earnings or earnings capacity in evaluating disability.

The Veterans Affairs Schedule for Rating Disabilities (VASRD)

A schedule of ratings was first officially developed in 1921. In 1924, a schedule was adopted that attempted to

incorporate a veteran’s occupation, with ratings in 1% increments. However, because the only job held by many

veterans was their military occupation, the schedule was deemed unworkable. Two editions of a ratings schedule

were published in 1933, with different levels or grades of disability (the first had 25%, 50%, 75%, and 100%, while the

second had 10 grades from 10% to 100%). The current basic schedule is the 1945 Schedule for Rating Disabilities,

which was reprinted in 1957. When several laws related to veterans were combined in 1958 by P.L. 85-857, which

created the Veterans Affairs, the Administrator was given the authority to develop a schedule of ratings for disability,

and to periodically update the schedule based on experience. The VASRD last underwent a thorough review and

revision for all body systems in the early 1990s (revisions for 11 of the 15 body systems were finalized as of April

2007).

The VASRD is contained in 38 C.F.R. Chapter 1, Part 4. While some sections are descriptive of the injury and the

ratings, others are schedules. For example, for removal of ribs (diagnostic code 5297), the scheduled rating

percentage is as follows:

•

More than six: 50%

•

Five or six: 40%

•

Three or four: 30%

•

Two: 20%

•

One, or resection of two or more ribs without regeneration: 10%

Department of Veterans Affairs Disability

Evaluation

The VA evaluates a qualified individual’s disability based on the likely prognosis—the progression

of severity of the disability over time—and the effect of the disability on employability within the

civilian job market. A qualified individual is generally a former servicemember with active-duty

service in the military who has been discharged under conditions other than dishonorable.6 The

DOD’s central consideration in disability evaluation, namely, fitness for military duty, is not

relevant for the VA’s evaluation.

The VA evaluates all medical conditions or illnesses that the veteran (the former servicemember)

incurred during military service, and preexisting medical conditions or illnesses that were

aggravated by military service. 7 The resulting disability percentage rating (based on the VASRD)

determines the level of monthly disability compensation, eligibility for other benefits and also

For more information on eligibility, see CRS Report RL33113, Veterans Affairs: Basic Eligibility for Disability

Benefit Programs, by (name redacted).

For more information on the disability process, see CRS Report RL33323, Veterans Affairs: Benefits for ServiceConnected Disabilities, by (name redacted).

Congressional Research Service

Disability Evaluation of Military Servicemembers

plays a role in determining the veteran’s position in the priority system for VA medical care. To

receive disability compensation, an individual must be rated at least 10% disabled.8 In contrast to

the DOD system, the veteran can be reevaluated if new or newly recognized medical conditions

or illnesses occur and are determined to have been caused or aggravated by military service. A

veteran may, upon reevaluation, receive a different percentage ranking than he or she received

initially. (Though such a reevaluation may yield a disability payment that is a larger or smaller,

the former outcome is much more common.)

Social Security Administration Disability

Evaluation9

The SSA evaluates individuals to determine their eligibility for Social Security Disability

Insurance (SSDI) and Supplemental Security Income (SSI) benefits. SSDI benefits are available

to persons with disabilities who are below the retirement age and who have paid into the Social

Security system through payroll taxes, while SSI benefits are available to children and adults with

disabilities who have limited assets and income. 10 To qualify for either SSDI or SSI benefits

based on disability, a person must have a medically determinable impairment that is expected to

last at least one year or result in death, and that renders the person unable to perform his or her

previous work or any other work that exists in significant numbers in the national economy.

There are no percentage ratings or partial disability determinations for SSDI or SSI benefits.

SSDI benefit amounts are based on an individual’s career earnings covered by Social Security. All

SSI recipients receive the same basic monthly federal benefit; this benefit is reduced by any

earned or unearned income the recipient receives in a month, and is augmented by any

supplement paid by the recipient’s state.11

Workers’ Compensation Disability Evaluation12

WC is an employer-provided benefit. Generally, an employer, under state laws, must purchase

WC insurance to provide medical care and compensation for the work-related injuries or illnesses

of employees. In general, WC provides, subject to limitations in state laws, medical coverage and

payments for lost wages. State laws specify a percentage of the worker’s usual wage (66⅔%, in

most cases) to be paid during periods of work-related total, but not necessarily permanent,

disability.13 In addition, for all work injuries, the employer is responsible for full payment of all

A veteran can receive a 0% rating for a service-connected disability.

This section was prepared by Scott Szymendera, Analyst in Disability Policy, Domestic Social Policy Division, CRS.

For more information on the SSDI and SSI programs, see CRS Report RL32279, Primer on Disability Benefits:

Social Security Disability Insurance (SSDI) and Supplemental Security Income (SSI), by Scott Szymendera.

For 2008, the monthly federal SSI benefit is $637 for an individual and $956 for a couple; 44 states and the District

of Columbia offer a state supplement to some SSI benefits.

This section was prepared by Edward Rappaport, a former (retired) staff member of the Domestic Social Policy

Division, CRS. For questions on Workers Compensation, please contact Scott Szymendera, Analyst in Disability

Policy, Domestic Social Policy Division, CRS.

Workers compensation payments are tax-exempt.

Congressional Research Service

Disability Evaluation of Military Servicemembers

necessary medical treatment until the point of “maximum medical improvement” is reached. 14

Various forms of cost control (e.g., utilization review) may be used, and disputes can be referred

to an administrative proceeding conducted by the state labor department or equivalent agency.

Medical evaluations for WC may be done by the employee’s personal physician or one specified

by the insurance carrier, with disputed results again appealable to a state agency. As noted, total

disability is compensated by a percentage of lost wages for as long as the disability persists

(though with some time limits or reductions in amount at retirement age in some states). The

various jurisdictions evaluate partial disability in many different ways, which have been

classified by some analysts into three basic models:

•

Impairment rating: An assessment is made of the worker’s proportionate loss of

general physical and/or mental functioning compared to a hypothetical “whole

person.”

•

Loss of earning capacity: An estimate is made of the maximum level of earnings

the worker can attain in his or her present condition compared to his or her

previous earnings. This takes into account education, age, state of the local job

market and other particulars of the case.

•

Actual wage loss: Post-injury earnings are subtracted from the pre-injury rate of

earnings. However, additional criteria are usually applied in order to assure that

the loss of earnings is fully caused by the injury.15

Most jurisdictions also make distinctions among types of injury. For example, there may be

benefit limitations applied to mental injury versus physical injury, or occupational disease versus

traumatic injury. Most states also list specific types of injuries (called “scheduled” injuries)—

usually loss of body parts or functions such as vision or hearing—and specify a standardized

benefit. For example, loss of an arm could be compensated by six years of payment at two-thirds

of one’s normal wage.

State governments, insurers and employers generally place a high priority on return to work,

whether it is to the original job, a light duty assignment, or with a new employer. This strategy is

usually the most cost-effective, and, arguably, preferred by most workers. Accordingly, vocational

rehabilitation is included in all WC systems and, indeed, a worker may lose his or her WC

payments if not participating in a prescribed rehabilitation program.

In addition to WC, some employers offer private disability insurance to cover disabilities that

may not be caused by work injuries. Under these policies, the employee makes premium

payments (the employer may or may not contribute to the premiums) for insurance to provide a

replacement for lost income in the event of an injury or illness that prevents him or her from

working.16

Maximal medical improvement is the greatest degree of cure likely to be achieved with further medical services.

Reville, Robert T. et al., An Evaluation of California’s Permanent Disability Rating System, Appendix A, Santa

Monica CA, RAND Corp, Institute for Civil Justice, 2005, at http://www.rand.org/pubs/monographs/2005/

RAND_MG258.pdf.

Five states (California, Hawaii, New Jersey, New York, Rhode Island) and Puerto Rico have Temporary Disability

Insurance (TDI) programs that provide limited non work-related disability benefits. In most cases, these benefits cover

up to a half-year or year of disability.

Congressional Research Service

Disability Evaluation of Military Servicemembers

The DOD Physical Disability Evaluation System

Initial Medical Treatment of Injured

Servicemembers

In general, when a solider is injured on the battlefield, such as in the OEF/OIF conflict theaters,

he or she is stabilized in theater by a combat medic/lifesaver and then moved to a battalion aid

station. If the servicemember has serious injuries, he or she is transferred to a forward surgical

team to be stabilized, and then moved to a combat support hospital and further stabilized for a

period of about two days. If the servicemember needs more specialized care, he or she is

evacuated from OEF/OIF conflict theaters and brought to Landstuhl Regional Medical Center

(LRMC) in Germany for treatment. Most patients arrive at LRMC 12 to 48 hours after injury. In

general, servicemembers remain in Germany for a period of about four to five days.17 Length of

stay at in-theater medical facilities is determined by the stability of the patient and the availability

of medical evacuation aircraft.

After further stabilization at LRMC, seriously injured soldiers are evacuated to the United States.

They arrive at an Echelon V (highest level of care) Military Treatment Facility (MTF), such as

WRAMC, or the National Naval Medical Center (NNMC) in Bethesda, MD. Catastrophic burn

patients are flown to the Brooke Army Medical Center (BAMC) at Fort Sam Houston, TX.

BAMC has also established a specialized amputee rehabilitation center.

Injured servicemembers remain hospitalized as inpatients as long as required for optimal medical

care and treatment. When hospitalization is no longer required and the patient is ambulatory, the

servicemember may transition to outpatient status. Depending on the severity of the

servicemember’s injuries, lengths of stay in inpatient and/or outpatient facilities may be

considerable, lasting months or sometimes years. Nonetheless, the individual remains a member

of the military—not a veteran—unless or until he or she separates from military service.

Generally, servicemembers do not undergo medical assessments for disability evaluation until it is

felt that the progression of their medical condition has reached a plateau. Until this occurs, activeduty servicemembers whose injury or illness prevents them from working in their assigned unit

during recovery and rehabilitation are placed on “Medical Hold” status.18

Tenuta, Joachim J., “From the Battlefields to the States: The Road to Recovery. The Role of Landstuhl Regional

Medical Center in US Military Casualty Care,” Journal of the American Academy of Orthopedic Surgeons, vol. 14,

(2006), S45-S47.

See, for example, Army regulation 40-400, “Medical Services: Patient Administration.” Reserve component

personnel who have an illness or injury that prevents their deployment or return to duty with their unit are placed on

“medical holdover” status.

Congressional Research Service

Disability Evaluation of Military Servicemembers

Steps in the Disability Evaluation Process

Overview

The DOD has well-established criteria for the medical qualifications and physical aptitude of

those desiring to enlist or be appointed in the military.19 For servicemembers who become

potentially unfit for further service due to injury or disease, DOD has a process to evaluate their

fitness for retention in the Armed Forces. DOD has granted the Army, Navy and Air Force some

latitude in tailoring disability processes to their specific requirements.20 The determination of

fitness is individualized and based, in addition to medical criteria, upon a soldier’s ability to

perform the duties of his or her primary military occupation speciality (MOS) or officer speciality

at a minimum level of competence, taking into consideration rank and current duty position.

Consequently, two servicemembers with comparable medical conditions, but different MOSs, may

receive different fitness determinations if the medical condition affects duty requirements in

different ways.

In general, if a military commander or physician determines that an active or reserve military

servicemember may be physically unfit for return to duty, the servicemember is referred to a

Medical Evaluation Board (MEB). If the MEB finds that the individual does not meet medical

fitness standards, the case will be referred to a Physical Evaluation Board (PEB). The PEB’s role

is to determine whether a soldier can reasonably perform his or her military duties, and if not, to

determine the severity of the soldier’s physical or mental disability and rate it accordingly. The

disability rating determines if the soldier is retained in the service, separated with or without

separation pay, permanently retired, or placed on the Temporary Disability Retired List (TDRL).

(These outcomes are discussed in greater detail later in this report.) The PEB process incorporates

informal, formal, and appeals procedures. Throughout the process, military personnel must be

provided with trained counselors to advise and assist. The steps in this process—MEB, PEB, and

appeal—are referred to as the Physical Disability Evaluation System (PDES), which is diagramed

in Figure 1. Each branch of the Armed Forces oversees its own PDES processes and procedures.

Department of Defense Directive 6130.3, Physical Standards for Appointment, Enlistment and Induction, May 2,

1994.

Department of Defense Directive 1332.18, Separation or Retirement for Physical Disability, November 4, 1996

(certified current as of December 1, 2003), at http://www.dtic.mil/whs/directives/corres/pdf/133218p.pdf.

Congressional Research Service

Disability Evaluation of Military Servicemembers

Figure 1. Steps in the DOD Physical Disability Evaluation System

Source: Adapted from GAO, Military Disability System: Improved Oversight Needed to Ensure Consistent and Timely

Outcomes for Reserve and Active Duty Service Members, GAO-06-362, p. 7, March 31, 2006, derived from DOD

documents.

Note: The DOD Physical Disability Evaluation System also includes an appeals process, not depicted in this

figure.

Medical Evaluation Board

The MEB, usually composed of two to three physicians, is conducted to first document the

medical status and duty limitations of servicemembers referred to it. The board reviews medical

information and the determination of whether an injury is service-connected. MEBs may be

formal or informal, and may permit appeals based on service guidelines. Importantly, the MEB

does not make a conclusion of unfitness, recommend a disability percentage rating, or make a

determination regarding separation or retention in the service. MEB results are forwarded to the

PEB for disability rating and retention or separation decisions.

Congressional Research Service

Disability Evaluation of Military Servicemembers

Physical Evaluation Board

The PEB is usually composed of both physicians and officers within the servicemember’s chain

of command. PEBs can also be conducted on a formal or informal basis. The informal PEB is

used if the servicemember has not requested a personal appearance and only a documentary

review is required. The formal PEB is required when the servicemember has requested a personal

appearance before the board, with or without legal representation or other advisory assistance.

Using the medical assessment provided by the MEB, the PEB first determines whether the

servicemember meets medical standards for retention in the service. The determination has a

presumption of fitness. That is, the servicemember is presumed to have been fit until the injury or

illness occurred. This is because the servicemember was examined prior to entering the service,

and periodically afterward, including prior to deployment. If a servicemember is deemed unfit for

duty, the PEB determines if the disability is service-connected and assigns a disability rating

based on fitness for military service. Formal PEBs require a written record that is made available

to the servicemember, and servicemembers can appeal the findings and recommendations of the

PEB. Final results are forwarded to appropriate personnel authorities for final approval, as

delegated by the secretary of the respective service branch.

Assistance to Servicemembers During Disability Evaluation

DOD provides trained counselors for servicemembers being evaluated in the disability process to

assist with the MEB, PEB, and other required processes. These individuals are commonly

referred to as Physical Evaluation Board Liaison Officers, or PEBLOs. However, the GAO has

noted inconsistencies among the military services (Army, Air Force, and Navy) in when the

PEBLOs entered the disability process and the adequacy of their training.21 Assistance is also

available from new programs established by DOD and the services to support severely disabled

OIF/OEF servicemembers.22

Outcomes of the DOD Disability Process

For the injured servicemember, there are five potential outcomes from the disability process.

These are described below. For those who are separated as a result of a disability, benefits

provided will vary depending on years of service, a determination of whether the disability is

service-connected, and the percentage disability rating. Servicemembers with less than 20 years

of service who are separated with disability ratings of 30% or greater may be eligible for lifelong

benefits, including retirement pay and health insurance for the servicemember and his or her

family. Servicemembers separated with disability ratings of 20% or less do not receive lifelong

benefits, but instead receive a single lump-sum severance payment.

GAO, Military Disability System: Improved Oversight Needed to Ensure Consistent and Timely Outcomes for

Reserve and Active Duty Service Members, GAO-06-362, March 31, 2006.

See CRS Report RS22366, Military Support to the Severely Disabled: Overview of Service Programs, by (name redac

ted).

Congressional Research Service

Disability Evaluation of Military Servicemembers

The possible outcomes of the military disability process are as follows:

1. Retained

Servicemembers may be found fit for duty and retained. In some cases, based on the physical

limitations resulting from an illness or injury, a servicemember may be reclassified into a

different job category.

2. Placed on Temporary Disability Retired List

Servicemembers who are found unfit but whose condition is unstable (i.e., the condition may

improve or worsen over time) may be placed on the TDRL for a maximum of five years. While

on the TDRL, periodic reexaminations are required (normally every 18 months). Based on the

reexaminations and a determination of stable condition, the retiree could be found fit for duty,

could have his or her disability rating lowered and be separated with severance pay, or could be

permanently retired. While on the TDRL, servicemembers receive monthly retired pay (not to

exceed 50% of base pay), and are eligible for all retiree benefits and programs, but are not

required to perform any military duties.

3. Separated from Service with No Benefits

Disability benefits are not available if the injury or illness was incurred while not on duty (i.e., is

not service-connected), or as a result of willful misconduct.

4. Separated with Severance Pay

Eligibility for this outcome is based on a finding of unfitness and a disability rating of less than

30%. The amount of severance pay is determined by multiplying the monthly basic pay at the

time of discharge by twice the number of years of active service. The maximum payment is two

years of basic pay.

5. Permanently Retired with Physical Disability Benefits

Servicemembers who are determined to be physically unfit and have a disability rating of 30% or

greater generally will be retired, even though they may have less than 20 years of active duty. The

disability retirement pay calculation differs somewhat from the normal longevity retirement

calculation. It is computed by multiplying the basic pay of the retired grade by the greater of the

percentage of the disability, or 2.5% multiplied by the number of years of service. The maximum

benefit under either computation cannot currently exceed 75% of basic pay.23

Retired servicemembers with service-connected disabilities may also be eligible for VA disability

compensation. Until recently, military retired pay was offset by any VA compensation received.

However, the FY2004 National Defense Authorization Act now allows some military retirees to

receive both VA and military retirement compensation, if the individual was retired with more

See CRS Report RL33449, Military Retirement, Concurrent Receipt, and Related Major Legislative Issues, by

(name redacted).

Congressional Research Service

Disability Evaluation of Military Servicemembers

than 20 years of service. 24 Generally, military retired pay is taxable. Exceptions are (1) if the

disability pay is for combat-related injuries or (2) if the servicemember was in the military, or so

obligated, on September 24, 1975.

Issues of Timely and Consistent Processing

The goal of DOD disability policy is that the physical disability evaluation process will be

conducted in a “consistent and timely manner.”25 However, DOD has given the services the

latitude to set up their own processes, so inconsistencies would appear to be inevitable. While

standards or common schedules such as the VASRD are used, these may be subject to

interpretation and/or misapplication.

DOD has also established timeliness standards for case initiation and processing. All

servicemembers must be referred for evaluation within one year of the diagnosis of their

condition if they are unable to return to duty. In addition, DOD allows 30 days to complete the

MEB process and 40 days to complete the PEB process. GAO has found that DOD has not

monitored compliance by the services with DOD directives on disability evaluation, or exercised

oversight over the training of disability program staff.26 The Army Inspector General, in a recent

inspection of the Army disability system, found that the Army was not meeting the DOD

timeliness standards.27

DOD/VA Disability Evaluation System Pilot

Section 1612 of the National Defense Authorization Act for Fiscal Year 2008 (P.L. 110-181)

required DOD and VA to report to Congress on the feasibility and advisability of consolidating

the disability evaluation systems of the military departments and the disability evaluation system

of the VA into a single disability evaluation system. 28 Section 1644 of the same law authorized the

Secretary of Defense to establish and conduct disability evaluation pilot programs.

In November 2007, DOD and VA entered in an agreement to initiate a joint Disability Evaluation

System (DES) pilot program in the Washington, DC, National Capital Region to achieve a more

streamlined disability evaluation and compensation process.29 A desired outcome was to close the

gap that often occurred between separation from active duty and receipt of VA benefits and

compensation. Under the pilot, the VA performs one medical exam that meets the needs of DOD

in determining fitness for continued military service and also provides the basis for the VA to rate

Ibid.

DOD Instruction 1332.38, Physical Disability Evaluation, July 10, 2006.

GAO, Military Disability System: Improved Oversight Needed to Ensure Consistent and Timely Outcomes for

Reserve and Active Duty Service Members, GAO-06-362, March 31, 2006.

U.S. Army, “Army Inspector General Details Findings on Soldier Disability System,” press release with link to full

report, March 12, 2007, at http://www.army.mil/news/jumparchive/newsreleases/.

Wounded, Ill and Injured Overarching Integrated Product Team, Report to Congress on the Assessment of

Consolidation of Department of Defense and Department of Veterans Affairs Disability Evaluation Systems,

Department of Defense and Department of Veterans Affairs, April 30, 2008 at http://prhome.defense.gov/docs/

NDAA_08_Section_1612c-REPORT.pdf.

Memorandum of Agreement between the Department of Veterans Affairs and the Department of Defense dated

November 6, 2007, at http://www.tricare.mil/twr/downloads/SinglePhysicalMOU.pdf

Congressional Research Service

Disability Evaluation of Military Servicemembers

the servicemember’s disabilities if he/she has been determined to be unfit by his/her service PEB.

The VA determined disability rating, for the specifically military unfitting conditions, is used by

DOD as the basis for determining eligibility for military retirement benefits. The DES pilot

program involves a single rating system, which is the VA’s scheduled disability system, and that is

used throughout the process. Under the pilot program, the only thing DOD decides is whether a

servicemember can remain on active duty. If so, the servicemember is put back on active duty. If

not, the servicemember will go through the VA disability evaluation process. 30

In January 2009, DOD modified the pilot to include an expedited DES process The Secretary of

Defense established a voluntary program that will expedite a servicemember through the

DES.31 The expedited process applies to servicemembers whose conditions are designated as

“catastrophic” and whose injuries were incurred in the line of duty as a direct result of armed

conflict. A catastrophic injury or illness is a permanent, severely disabling injury, disorder, or

disease that compromises the ability to carry out the activities of daily living to such a degree that

a servicemember or veteran requires personal or mechanical assistance to leave home or bed, or

requires constant supervision to avoid physical harm to self or others. Servicemembers who

participate in the expedited process will be rated by DOD at a combined rating of 100%, and the

VA will identify the full range of benefits, compensation and specialty care offered by the VA.

As of November 2009, approximately 5,431 servicemembers have participated in the pilot since

November 2007.32 The pilot program is currently available at selected sites. In November 2009,

DOD medical facilities at Fort Benning, GA; Fort Bragg, NC; Fort Hood, TX; Fort Lewis, WA;

Fort Riley, KS; and Portsmouth Naval Medical Center, VA, were added to the 27 other military

facilities taking part in the pilot. The pilot program is generally viewed as a success and it appears

that it will eventually cover all of DOD. An interim evaluation was provided to Congress in

November 2008, found that “preliminary indications are favorable.”33

SSA Outreach to Veterans34

Requirements for SSA disability programs differ significantly from those for DOD and VA,

however, some veterans may still be eligible for additional financial assistance through DI and—

to a lesser extent—SSI.35 To ensure servicemembers and veterans are aware of and apply for

David S.C. Chu, Undersecretary of Defense for Personnel and Readiness, Policy and Procedural Update for the

Disability Evaluation System (DES) Pilot Program, December 11, 2008, http://prhome.defense.gov/docs/

DES%20Pilot%20PM%20for%20WWW.pdf.

David S. C. Chu, Undersecretary of Defense for Personnel and Readiness, Expedited DES Process for Members with

Catastrophic Conditions and Combat-Related Causes, Department of Defense, January 6, 2009,

http://prhome.defense.gov/docs/Expedited%20DES%20%28Jan%206%29%20sm.pdf.

“DOD and VA Announce Disability Evaluation System Pilot Expansion,” Department of Defense News Release,

November 16, 2009, http://www.defenselink.mil/Releases/Release.aspx?ReleaseID=12457.

Wounded, Ill and Injured Overarching Integrated Product Team , The Current Status of the Department of Defense

and Department of Veterans Affairs Disability Evaluation System Pilot Program, Department of Defense and

Department of Veterans Affairs, November 20, 2008, page 43, at http://prhome.defense.gov/docs/

DES%20Pilot%20Interim%20Report%20www.pdf.

The section was written by (name redacted), a Presidential Management Fellow (PMF), on temporary assignment to

the Congressional Research Service.

In a January 12, 2010 presentation to the VA Benefits Advisory Committee on Disability Compensation, GAO

Assistant Director, Brett Fallovollita, stated that assets and income and for wounded warriors are often too high to meet

(continued...)

Congressional Research Service

Disability Evaluation of Military Servicemembers

civilian financial assistance, SSA has partnered with DOD and VA to provide benefit information

to individuals that have been injured or fallen ill while on active duty since 2001, also called

wounded warriors. This population is primarily composed of servicemembers returning from the

combat theaters of OIF and OEF.

GAO recently conducted a study detailing the outcome of these collaborative efforts and early

results show promise.36 As of December 2008, approximately 7,600 wounded warriors had been

approved for SSA benefits, out of at least 16,000 applicants. SSA has additionally made inroads

on educating wounded warriors on SSA benefit options by establishing a website and distributing

literature specifically tailored to them. With assistance from DOD and VA, SSA has also

facilitated expedited processing by requiring offices to give priority to wounded warrior claims.

However, outreach efforts to wounded warriors have met with significant challenges, for

example:

•

The effects and late-onset of some combat injuries including Traumatic Brain

Injury (TBI) and Post-Traumatic Stress Disorder (PTSD) can cause a delay in a

individual’s ability or inclination to file for benefits. As a result, some

servicemembers may forgo benefits due to period restrictions for retroactive

payments in the DI program.

•

A lack of consistent coordination between VA and SSA can lead to the spread of

misinformation among veterans already hesitant to seek assistance.

•

SSA attempts to expedite processing of wounded warrior claims are sometimes

hampered by weeks and months-long delays in receiving servicemembers’ paperbased medical records from DOD.

GAO proposed several recommendations to SSA, DOD, and VA outlining approaches to improve

wounded warriors’ access to SSA benefits. A review of these proposals are currently in process

and entail: (1) a SSA legislative proposal to amend the retroactive benefit period for wounded

warriors; (2) targeted outreach to particular sub-populations of wounded warriors;37 and (3)

streamlining medical record transfers from DOD to SSA.

VA Disability Evaluation

In general, once DOD separates a servicemember from active military service, 38 the

servicemember becomes eligible to obtain various benefits administered by the VA. 39 This section

of the report provides information about the veterans disability evaluation process.

(...continued)

the means-tested threshold for SSI eligibility; approximately 900 claims were allowed out about 8500 filed. DOD and

VA benefits are not considered “earned income” and therefore do not go against the SGA threshold.

Government Accountability Office. “Social Security Outreach: Additional Outreach and Collaboration on Sharing

Medical Records Would Improve Wounded Warriors’ Access to Benefits.” Report GAO-09-762.

Specifically servicemembers discharged between 2001 and 2007, individuals with late-onset illnesses and those with

100% VA disability ratings.

A veteran (former servicemember) has received a DD 214 (Certificate of Release or Discharge from Active Duty)

form.

Congressional Research Service

Disability Evaluation of Military Servicemembers

The veterans disability evaluation process begins with application for veterans’ disability

compensation payments. The VA disability rating determines the level of monthly disability

compensation payments available to the veteran and his or her spouse and children. In addition,

the priority system for veterans’ health care services is based in part on the VA disability rating.

An application for disability compensation requires information related to the veteran’s military

service and medical condition. A veteran must have been in active service and be discharged

under conditions other than dishonorable. The veteran must also have a current medical condition

that is service-connected (i.e., in general, incurred as a result of, or aggravated by, active

service).40

For servicemembers who have been recently discharged from the military, the VA has access to

DOD discharge data to determine veteran status, as well as access to military medical records.

However, a veteran making an initial claim for disability compensation some years after

discharge, or making a claim for an additional disability some time after an initial disability

rating, may encounter more problems in providing the required documentation. For example, a

veteran filing a claim for a disability 15 years after service may need to contact, or have the VA

contact, several physicians who have treated the veteran for the medical condition over the period

(15 years) since the veteran was discharged from the military. In addition, a veteran out of the

military for a number of years may have to rely on the VA or DOD to conduct a search of stored

paper documents for the needed discharge or medical documentation.

Once all of the documentation needed for the application is complete, a veteran may undergo a

compensation and pension examination at a VA facility at the veteran’s convenience (some

examinations are done under contract outside of VA facilities). The compensation and pension

examination is not a complete examination of all body systems and is not focused on diagnosis

and treatment. The focus of the examination is the body system(s) covered by the veteran’s claim

for disability or pension and is designed to provide information specific to determining a

disability rating. The information gathered during the examination is then reviewed by a ratings

specialist using the Veterans Affairs Schedule for Rating Disabilities (VASRD) to determine the

disability rating for the veteran. The VA ratings are done in increments of 10%, with a scale of 0%

to 100%.41 The finding is then reviewed by a different rating specialist as a means of confirming

the rating. A letter is sent to the veteran explaining the rating and the basis for the rating. The

veteran has the right to appeal a rating determination. 42

The veteran’s disability evaluation is based on the impact of the disability on civilian

employability. The VASRD rating can be viewed as a measure of the average impact on civilian

employment of the disability. However, the evaluation does not take into account a veteran’s

current earnings or potential future earnings in determining disability payments. The evaluation

(...continued)

See CRS Report RL34626, Veterans’ Benefits: Benefits Available for Disabled Veterans, by (name redacted) and

(name redacted).

Lower-income wartime veterans who are elderly or have a nonservice-connected disability may apply for a VA

pension. The pension benefits are offset by income from other sources. See CRS Report RS22804, Veterans’ Benefits:

Pension Benefit Programs, by (name redacted) and (name redacted).

For more detail on the VA disability process, see CRS Report RL33323, Veterans Affairs: Benefits for ServiceConnected Disabilities, by (name redacted).

For information on the appeal process, see CRS Report RL33704, Veterans Affairs: The Appeal Process for

Veterans’ Claims, by (name redacted).

Congressional Research Service

Disability Evaluation of Military Servicemembers

may take into account the individual unemployability of a veteran if the veteran claims that he or

she cannot work as a result of the disability, or if the disability is of such a nature that there is a

presumption of unemployability. The payment levels are established in law based on the disability

percentage and whether the veteran has a spouse or dependents. An additional payment can be

made, if needed, for aid and attendance.

Problems have been noted with the veterans disability evaluation process. Because the evaluation

is done at the local level, the VA Inspector General has noted that there are unwarranted

geographic variations in disability ratings. 43 Also, GAO has recommended that the department do

more monitoring with respect to the process, particularly of the regional medical centers reports,

to ensure consistency in disability determinations.44

The VA’s claims process also has a large number of pending entitlement45 claims (at the end of

2008, there were 481,751 claims pending for compensation and pension benefits). Currently

OIF/OEF servicemembers, particularly those recuperating in MTFs, are the VA’s first priority in

claims processing. 46 The number of claims has increased significantly over the last decade, and

the VA attributes the increase in claims to several factors, including (1) the large size of the

military’s active-duty force; (2) the aging of the veteran population; and (3) increases in the

number and complexity of conditions claimed. The department has also expanded outreach efforts

that have contributed to the increase in claims. 47

The Veterans’ Benefits Improvements Act of 2008 (P.L. 110-389) established an Advisory

Committee on Disability Compensation within the VA. The Advisory Committee is responsible

for advising the Secretary of the VA on revisions to the VASRD, including the effectiveness of the

VASRD and providing advice to the Secretary on meeting the on-going needs of veterans for

disability compensation in the future. The advisory committee has 18 members, and must provide

biennial reports to the Secretary beginning no later than October 31, 2010, with copies to

Congress within 90 days.

Department of Veterans Affairs, Office of Inspector General, Review of State Variances in VA Disability

Compensation Payments, Report No. 05-00765-137, May 19, 2005.

Government Accountability Office, VA Disability Benefits, Routine Monitoring of Disability Decisions Could

Improve Consistency, GAO-06-120T, October 20, 2005.

Entitlement claims are claims for entitlement to benefits and not claims for adjustment to, or review of, current

benefits filed by veterans.

In addition to having VA claims counselors at major MTFs to assist severely injured servicemembers going through

the DOD disability evaluation process and transitioning out of military service, the VA operates a Benefits Delivery at

Discharge (BDD) program. Under the BDD program, which is available at certain military installations around the

world, the VA begins processing servicemembers’ claims for benefits prior to separation from the military. See the

statement of Daniel L. Cooper, Under Secretary for Benefits, Department of Veterans Affairs, before the Senate

Committee on Veterans’ Affairs, hearing on VA Claims Adjudication Process, March 7, 2007.

U.S. Congress, House Committee on Veterans Affairs, Hearing on the Impact of OEF/OIF on the VA Claims

Process, Statement of Ronald R. Aument, Deputy Under Secretary for Benefits, Department of Veterans Affairs, March

13, 2007, at http://www.va.gov/OCA/testimony/hvac/sdama/070313RA.asp.

Congressional Research Service

Disability Evaluation of Military Servicemembers

Appendix. Definitions of U.S. Military

Servicemembers and Veterans48

Members of the U.S. Military Service

Federal statutes define various components of, and types of service in, the United States

military—for those currently serving and for those discharged or released from service. This

section provides a list of relevant definitions. Different services and benefits provided by the

federal government (such as medical, educational, and financial) may be available to the

servicemembers based upon the type of military service that the servicemembers provide or have

provided.

Armed Forces

The term “armed forces” means the Army, Navy, Air Force, Marine Corps, and the Coast Guard.49

Reserve Components 50

National Guard

“National Guard” means the Army National Guard and the Air National Guard.51

Army National Guard

The term “Army National Guard” means that part of the organized militia of several states and

territories, active and inactive, that is a land force, is trained and has its officers appointed under

Article 1, § 8, cl. 16 of the Constitution, and is supported by federal funds and federally

recognized. The Army National Guard is a state rather than a federal entity.

Army National Guard of the United States

The term “Army National Guard of the United States” means the reserve component of the Army,

all of whose members are members of the Army National Guard.52

Air National Guard

The term “Air National Guard” means that part of the organized militia of the several states and

territories, active and inactive, that is an air force, is trained and has its officers appointed under

Appendix prepared by (name redacted), legislative attorney, American Law Division, CRS.

10 U.S.C. § 101(a)(4).

Ibid., § 101(c).

Ibid., § 101(c)(1).

Ibid., § 101(c)(3).

Congressional Research Service

Disability Evaluation of Military Servicemembers

Article 1, § 8, cl. 16 of the Constitution, and is supported by federal funds and federally

recognized.53 The Air National Guard is a state rather than a federal entity.

Air National Guard of the United States

The term “Air National Guard of the United States” means the reserve component of the Air

Force, all of whose members are members of the Air National Guard.54

Reserve

The term “reserve,” with respect to an enlistment, appointment, grade, or office, means

enlistment, appointment, grade, or office held as a reserve of one of the armed forces.55

Reserve Active-Status List

The term “reserve active-status list” means a single list for the Army, Navy, Air Force, or Marine

Corps, respectively, that contains the names of all officers of that armed force except warrant

officers who are in an active status in a reserve component and are not on an active-duty list.56

Duty Status

Active Duty

The term “active duty” means full-time duty in the active military service of the United States.57

It includes full-time training duty, annual training duty, and attendance, while in the active

military service, at a school designated as a service school by law or by the Secretary of the

military department concerned. Such term does not include full-time National Guard duty.58

Active Duty for a Period of More than 30 Days

The term “active duty for a period of more than 30 days” means active duty under a call or order

that does not specify a period of 30 days or less.59

Active Service

The term “active service” means service on active duty or full-time National Guard duty. 60

Ibid., § 101(c)(4).

Ibid., § 101(c)(5).

Ibid., § 101(c)(6).

Ibid., § 101(c)(7).

Ibid., § 101(d)(1).

Full-time national guard duty is considered state service rather than federal service.

10 U.S.C. § 101(d)(2).

Ibid., § 101(d)(3).

Congressional Research Service

Disability Evaluation of Military Servicemembers

Active Status

The term “active status” means the status of a member of reserve component who is not in the

inactive Army National Guard or inactive Air National Guard, on an inactive status list, or in the

Retired Reserve.61

Other Duty Status Definitions

Federal statutes define other duty statuses: “full-time National Guard duty,”62 “active Guard and

Reserve Duty,”63 and “inactive-duty training.”64

Discharge from the Miliary: Classification and Status

The servicemember usually leaves the United States military service at the time of his or her

discharge or release from military service. At that time, the servicemember’s status changes, and

his or her eligibility for various benefits and services may change.

Concept of “Veteran”

Not all discharged servicemembers are considered “veterans” for the purposes of Veterans

Affairs benefits and programs. It should also be considered that services and benefits provided to

a servicemember during his or her military service may not be available after his or her

discharge.

To be eligible for most VA benefits, it is necessary for the discharged servicemember to be

classified as a “veteran,” or in some circumstances, the survivor or the dependent of a veteran. It

should also be considered that available benefits may vary for “veterans” and for fully retired

members of the armed services.

Definition of “Veteran”

Within the context of the VA, a “veteran” is defined as a “person who served in the active

military, naval, or air service, and who was discharged or released therefrom under conditions

other than dishonorable.”65 The VA largely bases its determination of veteran status upon military

department service records.66

In addition to the member’s service records, other factors affect his or her classification as a

“veteran,” and may affect future benefits. These include discharge criteria,67 a requirement of

Ibid., § 101(d)(4).

Ibid., § 101(d)(5). See note 11.

Ibid., § 101(d)(6).

Ibid., § 101(d)(7).

38 U.S.C. § 101(2); 38 C.F.R. § 3.1(d).

See CRS Report RL33113, Veterans Affairs: Basic Eligibility for Disability Benefit Programs, by (name redacte

d).

Ibid., at 3-4.

Congressional Research Service

Disability Evaluation of Military Servicemembers

“active military, naval or air service,”68 whether the military service was during time of war,69

and the length of duty requirement.70

After it has been proven that the discharged servicemember meets these criteria, he or she is

considered to be a “veteran” who may be eligible for certain benefits relating to health care,

education, and other services provided by the VA.

Author Contact Information

(name redacted)

Specialist in Social Policy

/redacted/@crs.loc.gov, 7-....

(name redacted)

Analyst in Defense Health Care Policy

/redacted/@crs.loc.gov, 7-....

Acknowledgments

This report was originally written by (name redacted), (name redacted), (name redacted),

(name redacted), and Scott Szymendera. All questions should be directed to the current authors.

Ibid., at 4-6. See 38 U.S.C. § 101(2); 38 C.F.R. § 3.1(d).

Ibid., at 6-7. See 38 U.S.C. § 101 (6)-(11); 38 C.F.R. § 3.2.

Ibid., at 7.

Congressional Research Service

EveryCRSReport.com

The Congressional Research Service (CRS) is a federal legislative branch agency, housed inside the

Library of Congress, charged with providing the United States Congress non-partisan advice on

issues that may come before Congress.

EveryCRSReport.com republishes CRS reports that are available to all Congressional staff. The

reports are not classified, and Members of Congress routinely make individual reports available to

the public.

Prior to our republication, we redacted names, phone numbers and email addresses of analysts

who produced the reports. We also added this page to the report. We have not intentionally made

any other changes to any report published on EveryCRSReport.com.

CRS reports, as a work of the United States government, are not subject to copyright protection in

the United States. Any CRS report may be reproduced and distributed in its entirety without

permission from CRS. However, as a CRS report may include copyrighted images or material from a

third party, you may need to obtain permission of the copyright holder if you wish to copy or

otherwise use copyrighted material.

Information in a CRS report should not be relied upon for purposes other than public

understanding of information that has been provided by CRS to members of Congress in

connection with CRS' institutional role.

EveryCRSReport.com is not a government website and is not affiliated with CRS. We do not claim

This is a copy of a public record, reproduced as it was published. It is not legal advice, and it may not be the version a court would rely on. Check the official source before you cite it.