Ortiz v. McDonough, No. 20-1911 (Fed. Cir. 2021)
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Ortiz served during the Vietnam era, a “period of war,” under 38 U.S.C. 1110, which provides for compensation for service-connected disabilities. The VA denied Ortiz’s 1997 claim for disability benefits based on PTSD, finding Ortiz did not provide corroborating evidence, as required by the PTSD regulation. The VA reopened and granted the claim in 2012, pursuant to the 2010 addition of 38 C.F.R. 3.304(f)(3), an exception to the corroborating evidence requirement. The VA rated Ortiz 100 percent disabled and made the benefits effective as of May 2012, when it received the request to reopen. Ortiz contended that the effective date should have been one year earlier; 38 C.F.R. 3.114(a), provides that when compensation “is awarded or increased pursuant to a liberalizing law, or a liberalizing VA issue approved by the Secretary” and the “claim [for compensation] is reviewed at the request of the claimant more than 1 year after the effective date of the law or VA issue,” the effective date is “1 year prior to the date of receipt of such request.”
The Board of Veterans’ Appeals and the Veterans Court rejected his request for an earlier effective date. The Federal Circuit reversed. The regulatory change that enabled Ortiz to obtain the benefits was a “liberalizing” one, entitling Ortiz to the earlier effective date, and a larger award.
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