Early Retirement for Disabled Federal & Postal Workers: The packet

The packet to be submitted in an OPM Disability Retirement filing is the entirety of what is constituted by the evidence, the statements and documentation — in other words, the compendium of all that will be used in order to seek an approval from the U.S. Office of Personnel Management.

At the beginning of the process — i.e., when the Federal or Postal employee first contemplated engaging this administrative process called “Federal Disability Retirement” — the Federal or Postal employee was faced with a slew of blank forms, beginning with the SF 3107 Series (Application for Immediate Retirement, Schedules A, B & C and the other forms that need to be completed by the Agency’s Human Resource Office), along with the SF 3112 Series (Applicant’s Statement of Disability; the Supervisor’s Statement; The Physician’s Statement; Agency’s Efforts for Reassignment and Accommodation form; the Checklist).

The “middle part” of the process is comprised in gathering the medical documentation that would support the Federal or Postal employee’s packet, as well as filling out the various questions.  Perhaps, during the administrative process — whether now awaiting a decision or still in the middle of completing the packet — the Federal or Postal employee asked one’s self: “Is it merely a matter of answering these questions, or is there a legal criteria that must be followed?”  For, while the questions on SF 3112A, Applicant’s Statement of Disability, may appear fairly straightforward, do not ever think that the U.S. Office of Personnel Management has assembled the Packet so that you can easily qualify for Federal Disability Retirement benefits.

The “Packet” contained Standard Forms to be completed; it even gives instructions at the beginning of each form.  However, as for the legal standard to be met and the requirements of what must be proven by a preponderance of the evidence — those little gems are nowhere contained in “The Packet”; that is something which the Federal or Postal employee must go out and seek, and the best place to begin is to consult with an attorney who specializes in Federal Disability Retirement Law.

Sincerely,

Robert R. McGill, Esquire