BILL ANALYSIS                                                                                                                                                                                                    �






                             SENATE JUDICIARY COMMITTEE
                         Senator Hannah-Beth Jackson, Chair
                              2013-2014 Regular Session


          AB 2215 (Maienschein)
          As Introduced
          Hearing Date: June 17, 2014
          Fiscal: Yes
          Urgency: No
          TH


                                        SUBJECT
                                           
                            Veterans: Recorded Documents

                                      DESCRIPTION  

          Existing law authorizes any military veteran to request the  
          recordation in any county of any military discharge document,  
          including a veteran's service record DD 214, upon signing an  
          acknowledgment that the military discharge document will become  
          part of the official record of the county and will be open to  
          inspection by any person.
          This bill would, in addition to a military veteran, authorize  
          the following individuals and entities to request recordation of  
          a military discharge document on the same terms:
           the person who is the subject of the record;
           a family member or legal representative of the person who is  
            the subject of the record;
           a county office; and
           a United States official.

                                      BACKGROUND  

          Under the Public Records Act ("Act"), records of state and local  
          agencies are open for inspection and copying at all times during  
          the office hours of the agency.  The Act provides for an agency  
          to withhold disclosure of records that are made exempt from  
          disclosure by statute or where the public interest in such  
          records is outweighed by other interests such as the right to  
          privacy.  Many records, such as health and medical records,  
          juvenile records, and other records with personal identifying  
          information, are exempt from disclosure.

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          Historically, former military personnel have been advised to  
          record their military discharge documents, such as a veteran's  
          service form DD 214, with the county recorder in the county of  
          their residence, for the purpose of having a recorded document  
          just in case they lose their original or copy.  Recordation of  
          this military discharge document, which contains at the very  
          least the veteran's name, birth date, current address, and  
          social security number but sometimes contains detailed military  
          history or medical information, is purely voluntary.  Groups  
          such as the California Association of County Veterans Service  
          Officers have, in the past, reported many instances of theft of  
          veterans' identities and have intimated that recorded discharge  
          documents like DD 214s are good sources of information for  
          identity thieves.  In an effort to protect veterans' privacy,  
          the Legislature passed SB 544 (Chesbro, Ch. 301, Stats. 2003),  
          which required county recorders, when recording military  
          discharge documents, to obtain the signature of a veteran on a  
          form acknowledging that such documents become part of the  
          official record of the county and are subject to public  
          inspection.

          This bill would authorize, in addition to a military veteran, a  
          family member or legal representative of the military veteran, a  
          county office, and a United States official, to record military  
          discharge documents so long as the party seeking recordation  
          signs an acknowledgment that the discharge document will become  
          part of the official record of the county and will be open to  
          public inspection.

                                CHANGES TO EXISTING LAW
           
           Existing law  , the California Public Records Act (PRA), provides  
          that public records of state and local public agencies are open  
          to inspection and copying upon request and payment of cost.  An  
          agency may withhold disclosure of a record only where the record  
          is statutorily exempt from disclosure or where the public  
          interest in not disclosing the record clearly outweighs the  
          public interest in disclosing the record.  This balancing test  
          is done on a case-by-case basis.  (Gov. Code Sec. 6250 et seq.)

           Existing law  provides that if a military veteran requests the  
          recordation of any military discharge document, including a  
          veteran's service form DD 214, the county recorder shall require  
          the veteran to sign a form stating the following:  "I, the  
          undersigned, hereby acknowledge that I am informed that by  
          recording the attached military discharge document, all  
                                                                      



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          information referenced within it becomes part of the official  
          record of this county, and that this information is open to  
          inspection by any person."  (Gov. Code Sec. 27337(a).)

           Existing law  prohibits a public entity from charging a fee for  
          recording, indexing, or issuing certified copies of military  
          records of any member of the armed forces, and for furnishing  
          copies of or searching for records related to a veteran's claim  
          for veterans' benefits.  (Gov. Code Sec. 6107(a).)

           Existing law  provides that a certified copy of a military  
          discharge document may be made available only to one of the  
          following:
           the person who is the subject of the record, upon presentation  
            of proper photo identification;
           a family member or legal representative of the person who is  
            the subject of the record, upon presentation of proper photo  
            identification and certification of their relationship to the  
            subject of the record;
           a county office that provides veterans' benefits services,  
            upon written request of that office; and
           a United States official, upon written request of that  
            official.  (Gov. Code Sec. 6107(b).)

           Existing law  states that no copy of a recorded military  
          discharge document may be issued except as provided above.   
          (Gov. Code Sec. 27337(b).)

           This bill  would provide that a military veteran or any person  
          authorized to receive a certified copy of a military discharge  
          document may request recordation in any county in this state of  
          any military discharge document, including a veteran's service  
          form DD 214, provided that the county recorder requires the  
          person requesting the recordation to sign a form stating:  "I,  
          the undersigned, hereby acknowledge that I am informed that by  
          recording the attached military discharge document, all  
          information referenced within it becomes part of the official  
          record of this county, and that this information is open to  
          inspection by any person."
          
                                        COMMENT
           
          1.  Stated need for the bill  
          
          The author writes:
          
                                                                      



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            Why record a DD 214?  Recording a DD 214 is generally done to  
            prevent the loss of the document and provide easy access to  
            certified copies as necessary.  An additional reason to record  
            includes family members wishing to preserve a loved one's  
            military service history.  Regardless of the purpose,  
            recording is completely discretionary.  There is no  
            requirement that a veteran record the document with the county  
            recorder's office.  

            [However,] California Government Code 27337 does not consider  
            situations where the veteran is deceased or unable to sign the  
            statement, nor does the statute allow for a family member to  
            record on behalf of the veteran. . . . [The] San Diego County  
            Recorder's Office, on multiple occasions, has encountered  
            family members attempting to record [a] DD 214 but the office  
            has been unable to assist.  As a result [the] San Diego  
            Recorder's office sponsored this issue with the statewide  
            Recorders' Association who have brought it to the attention of  
            Assembly Member Maienschein.  AB 2215 will explicitly allow a  
            family member who is currently authorized by Government Code  
            6107(b) to receive a certified copy, to also be allowed to  
            record the DD 214 in the first place.  AB 2215 allows a family  
            member to sign the required notification form and record the  
            DD 214.

          2.  Assisting Families of Disabled and Deceased Veterans  

          As noted above, existing law permits military veterans to record  
          military discharge documents at no cost.  However, the law does  
          not expressly permit others to record these documents on behalf  
          of a veteran when the veteran is unable to record a document him  
          or herself.  According to the sponsor, the County Recorders'  
          Association of California:

            Current law prohibits anyone other than the veteran from  
            recording his or her military discharge document (DD 214). . .  
            . County Recorders have encountered situations where a veteran  
            was incapacitated or deceased and a family member is  
            requesting recordation in order to obtain benefits or preserve  
            the historical significance of the veteran's service.  Under  
            current law, the Recorder is required to reject the recording.

          Similarly, the California Association of County Veterans Service  
          Officers, writing in support, states "[w]e support allowing  
          family members the ability to record this document [DD 214]  
          which will help disabled veterans who may not be able to go to  
                                                                      



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          the County Recorder themselves or for the family of deceased  
          veterans who need to record the document."

          This bill would explicitly authorize family members of veterans,  
          among others, to record military discharge documents at no cost  
          with a county recorder, provided the person seeking recordation  
          signs the required acknowledgment form stating that the recorded  
          document will be open to public inspection.
          
          3.  Right to Privacy  

          Staff notes that the right to privacy is a fundamental right  
          protected by Section 1 of Article I of the California  
          Constitution.  In the past, the Legislature has acted to protect  
          the privacy interests of veterans who record their military  
          discharge documents, as well as the personal information  
          contained within, by limiting who can receive certified copies  
          of these documents and by requiring veterans to sign an  
          acknowledgment that recording such documents makes them part of  
          the official record of the county, which must be made available  
          to public inspection (SB 544, See Prior Legislation).  Indeed,  
          under current law, any person may inspect a recorded military  
          discharge document for any reason.

          This bill would allow not only a veteran, but also a family  
          member, a county office, and a federal official, to record a  
          veteran's military discharge document without first obtaining  
          the consent of the veteran.  In some cases, it may be impossible  
          to get such consent, such as when a veteran has died or has  
          become incapacitated.  However, in those cases where obtaining  
          consent is possible, a party authorized to record a discharge  
          document does not necessarily have to get permission from the  
          subject veteran before proceeding.
          In order to preserve a veteran's control over whether or not  
          their military discharge documents are recorded and placed into  
          the public record, the author offers the following amendment  
          which would allow only veterans and their family members to  
          record these documents:

             Author's Amendment  :

            On page 2, line 5, strike "(b)" and insert "(b)(2)"


           Support  :  California Association of County Veterans Service  
          Officers
                                                                      



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           Opposition  :  None Known

                                        HISTORY
           
           Source  :  County Recorders' Association of California

           Related Pending Legislation  :  None Known

           Prior Legislation  :

          AB 1798 (Chavez, 2002) would have required county recorders to  
          inform a veteran that recordation of a military discharge  
          document (such as a DD 214) makes it a public record subject to  
          inspection by any person.  This bill died on the Senate  
          Committee on Appropriations suspense file.

          SB 1614 (Speier, Ch. 712, Stats. 2002) requires the county  
          clerk-recorder or local registrar to prepare comprehensive and  
          noncomprehensive indices of births and deaths, to transmit the  
          comprehensive indices to the State Registrar, and make available  
          as public documents only the noncomprehensive indices.

          SB 544 (Chesbro, Ch. 301, Stats. 2003) requires, if any military  
          veteran requests the recordation of any military discharge  
          document, including a veteran's service form DD 214, that the  
          county recorder shall require the veteran to sign a form  
          acknowledging that the document shall become part of the  
          official record of the county and subject to inspection, as  
          provided.

          SB 1028 (Ashburn, 2003) would have restricted access to  
          certified copies of veterans' records but also would require a  
          comprehensive index of the records to be prepared by the county  
          recorder and made available to the public.  This bill died in  
          the Senate Committee on Veterans Affairs.

          AB 1179 (Parra, Ch. 6, Stats. 2004) prohibits county recorders  
          from providing certified copies of military discharge papers  
          except to specified persons and allows county recorders to  
          accept faxed, notarized documents if specified information is  
          present and photographically reproducible.

           Prior Vote  :

          Assembly Floor (Ayes 73, Noes 0)
                                                                      



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          Assembly Committee on Appropriations (Ayes 17, Noes 0)
          Assembly Committee on Local Government (Ayes 9, Noes 0)

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