OPM Disability Retirement Help: Going Through “The List”

We have all made them.  When we don’t have one, we justify its absence by saying things like, “I know what to get” or, “No, I never forget, anyway, so I don’t need one” — until you do forget, forcing the issue of needing one.  It is repetitive — even an admission of forgetfulness.

In some instances, the reminder itself fulfills the function — i.e., when we write it down, we actually no longer require it, and fail to disremember it, thereby not needing the list in the end.  In some endeavors, the action itself reminds us of an unstated “list” of sorts, as when a person goes through the standard forms in an OPM Disability Retirement application.

Each form in the application — especially the Standard Form 3112 Series — reminds, infers, implies and touches upon the requirements to meet the criteria for Federal Disability Retirement benefits under FERS.

Indeed, behind each of the forms — the SF 3112A (Applicant’s Statement of Disability), SF 3112B (Supervisor’s Statement), SF 3112C (Physician’s Statement) and SF 3112D (Agency Certification of Reassignment and Accommodation Efforts) there exists an invisible history of case-law precedents issued by the U.S. Merit Systems Protection Board and the Federal Circuit Court of Appeals.

It is tantamount to “The List” which reminds us that preparing an effective Federal Disability Retirement application is not just a matter of filling out forms, but includes much, much more.

Sincerely,

Robert R. McGill
Lawyer exclusively representing Federal and Postal employees to secure their Federal Disability Retirement benefits under FERS from the U.S. Office of Personnel Management.

 

Federal Disability Retirement: SF 3112A, Applicant’s Statement of Disability

Preparing an effective SF 3112A, Applicant’s Statement of Disability, is a daunting task.  The questions are tricky, the space within which to answer them is restrictive, and one wonders whether too much information is better than too little, and furthermore, how does one determine the extent of detail necessary, etc.  What to exclude in an OPM Disability Retirement application is often just as important as its opposite: What to include.

While most mistakes are correctible, the one mistake which cannot be amended, modified or restructured, is to put blinders on the U.S. Office of Personnel Management once they have seen something.  Thus, it is important to be able to objectively make determinations on importance, significance, relevance and necessary material.  Importance: That which is essential in proving one’s case.  Significance: If it is important, it is normally significant; if it is significant, it may not necessarily be important.  Relevance: The superfluous should be excluded.  And necessary: That which meets the legal criteria.

Contact a FERS Disability Attorney who specializes in Federal Disability Retirement Law — for, that may be the first step in the proper preparation of an SF 3112A Applicant’s Statement of Disability.

Sincerely,

Robert R. McGill, Esquire

 

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

 

FERS & CSRS Disability Retirement: The Purposeful Statement

Some narratives are written for the pure beauty of style and art; quiet in tenor, like the bamboo hollow whistling in the serenity of a morning breeze as the sun reaches the crest of the distant mountains, the place where wizards and warlords gather in solemn conferences around a fireplace of cooling ashes.  Then, there are informational pieces — direct lines of communication, shot at the reader like an arrow and with words to pierce the intended audience.

One’s Statement of Disability, written for purposes of inclusion in a Federal Disability Retirement application by the Federal employee or the U.S. Postal worker, and whether the Federal or Postal employee is under FERS, CSRS or CSRS Offset; the admixture of history, story, situation and persuasive argumentation, constitutes the purposeful narrative.  Stories reveal a truism; in the classical sense, a conflict, and an unfolding until it reaches a pinnacle of a resolution.

A statement of disability, written in response to questions posed by the U.S. Office of Personnel Management on Standard Form 3112A, may not yet have a resolution; otherwise, the need for filing for Federal Disability Retirement benefits would be somewhat meaningless.

But be not fooled; the narrative as delineated on SF 3112A, in the Applicant’s Statement of Disability, is a story filled with compelling drama and mixed with facts, circumstances, and contextual significance, no less than the great works of literature or the purposeful articles in technical journals and compendiums of esoteric writings; it is just that the particular narration as detailed on SF 3112A pinpoints a select audience, and is written from the soul of a Federal or Postal employee,  reaching out to a nameless bureaucracy in a world where numbers are assigned to faceless and nameless workers who have toiled for years without accolades and ceremonies, but where need is the basis of the written statement submitted for an approval from the U.S. Office of Personnel Management.

The Sequence of Steps during Federal Disability Retirement Filing

Confusion often results in a meandering of purposes; on a graph, it is rarely the linear focus of a clear start point with an end goal; instead, the zig-zagging effect of wasted energies manifests a lack of insight into the procedural methodologies which should be followed in any endeavor.  Just as a broken clock can be correct in telling time twice in a 24-hour period, so an endeavor engaged can sometimes result in an effective product, but one should never rely upon the statistical chance that success will result from confusion.

In a complex conundrum of an administrative, bureaucratic process, such as that represented by filing for Federal Disability Retirement benefits for Federal and Postal workers under FERS, CSRS or CSRS Offset, it is important to employ a clearly goal-oriented, methodological approach in completing an effective Federal Disability Retirement packet.

Yes, there are many forms to complete (SF 3107 for FERS employees; SF 2801 for CSRS & CSRS Offset; SF 3112 series for all three, FERS, CSRS & CSRS Offset); yes, the tentacles of administrative and procedural requirements are numerous and overlapping, creating a confused cauldron of conundrums one cannot fathom to complete in a rational manner; and, yes, there is an amalgamation of tasks to complete, all within the context of dealing with the medical condition itself, the problems at work (if one is still employed with one’s agency), and the worries overwhelming with future concerns.

But the options are clear and limited; the reasons for filing for Federal OPM Disability Retirement benefits are clear and unequivocal:  as choices in life reflect a linear path with few outlets beyond the stated goal, it is important to identify the efficacy of the steps which are required, and to implement them in the proper sequence in order to reach the intended target:  an approval from the U.S. Office of Personnel Management.

Sincerely,

Robert R. McGill, Esquire

 

FERS/CSRS Disability Necessary Forms: OPM SF 3112 & 3107

All Standard Forms issued by Federal agencies must be distinguished by the specific content of information requested.  Thus, for the Federal and Postal employee who desires to file for the benefit of OPM Disability Retirement, the two primary series of OPM (the acronym for the “U.S. Office of Personnel Management”) forms which must be completed are the SF 3107 series and SF 3112 series, for all Federal and Postal employees under FERS.  For those few dinosaurs who are lucky enough to be in the archaic and outmoded CSRS component, the SF 3107 forms are not used, but rather, the 2801 OPM forms must be completed.

Thus, as most Postal and Federal employees are under FERS, any discussion concerning SF 3107, without mention of SF 2801, is merely for convenience sake, and is not to deliberately exclude those under CSRS.  For both CSRS and FERS employees, the SF 3112 OPM forms are to be completed.  Whether one is in CSRS or FERS, all Federal employees and Postal Workers can file for, and be eligible to receive, Federal Disability Retirement benefits if the proper documentation, proven by a legal standard of preponderance of the evidence, is submitted.

Submission of SF 3107 is distinguished from SF 3112 by the substance of information requested, and is not duplicative of efforts expended.  SF 3107 requires basic information on the application, and must accompany OPM form 3112 (which is further broken down into alphabetical series of SF 3112A, SF 3112B, SF 3112C, SF 3112D and SF 3112E), which requests specific data on medical conditions (SF 3112A), questions from a Supervisor (SF 3112B), the opinions of the physician (SF 3112C), and any agency efforts for reassignment or accommodation of the medical condition (SF 3112D).

Whether informational or of specific content, standard forms issued by the Federal Government need to be carefully analyzed, reviewed and evaluated before completing them. While basic information requested need not require a great amount of reflection or intuitive input, specific-content requirements as represented by OPM Form 3112 (i.e., SF 3112A, SF 3112B, SF 3112C and SF 3112D) should be carefully and thoughtfully formulated.

This is no longer an age where dinosaurs roam a cooling earth; the Age of Man is one of information technology and unfettered bureaucracies and, as such, the content of what one says is as important as the changing climate which made extinct the behemoths of old.

Sincerely,
Robert R. McGill, Esquire

SF 3112 and SF 3107

Advice and instructions for OPM Disability Retirement Forms:

SF 3112:  In Connection With Disability Retirement Under the Civil Service Retirement System or Federal Employees Retirement System

SF 3107: Application for Immediate Retirement (Also needed by Federal and Postal Employees applying for Immediate Medical Retirement)

Standard Forms tend to require tailored responses.  That is precisely what it is meant to do.  The very appearance of a Standard Form, or of any forms provided and required by the Federal Government, is intended to specifically contain and constrain responses, as well as an attempt to target a wide range of the population of ages and education groups.  What statutes, laws and regulations were promulgated by the formulation of the form; the history behind the legislative intent of the form; the extent of court cases, issuances of judicial or executive opinions — all form a compendium of the background in the final issuance of the form itself.

That is why the simplicity of the form itself is often misleading; as with all of literature, philosophy, theology and the countless disciplines indicated by the suffix of “ology”, it is the creativity of the complex manifested by the uncomplicated form which produces an appearance of simplicity from that which is complex.  Thus are we harkened back to the age-old question of Plato’s acknowledged differentiation between “Form” and “Appearance”, or of Aristotle’s fundamental distinction between substance and accident, in describing the entity or “Being” of a thing.  Forms, whether they be government forms or Platonic entities in the ethereal world, have a similitude not only in designation, but in the reality of our complex and complicated universe.

For the Federal or the Postal Worker who suffers from a medical condition, such that the medical condition begins to impact one’s ability to perform one or more of the essential elements of one’s Federal or Postal job, the initial encounter with OPM forms in preparing, formulating and filing for Federal Disability Retirement benefits, can be a daunting engagement.  The Federal or Postal Worker need not know the history of philosophy, or the references to platonic forms; but one should certainly be fully aware that there is an important distinction to be made between substance and appearance.

The initial encounter with an OPM form in preparing one’s Federal Disability Retirement application, will bring one in contact with the SF 3107 series, as well as the SF 3112 series of forms.  Issued by the U.S. Office of Personnel Management (thus the acronym of “OPM”), both series of SF 3107 and SF 3112 have a long history of statutory, regulatory and legislative history. The Federal and Postal employee may be unaware of such a long history in the development of SF 3107 and SF 3112A; such lack of knowledge, however, already purposes an advantage to the Federal agency, to the detriment of the Federal and Postal Worker. But then, that is the whole purpose of keeping hidden that which constitutes the reality of Being, as in the ethereal Forms identified by Plato throughout his writings, in contradistinction to the appearance of things, which rarely represents the reality of what is going on.

Thus, a word to the wise: Do not let the simplicity of SF 3107 or SF 3112 series of OPM forms mislead you into thinking that the process of obtaining Federal & Postal Disability Retirement benefits is an easy path to travel.

Sincerely,

Robert R. McGill, Esquire

 

CSRS & FERS Medical Disability Retirement: Insipience

The thread of differentiation and conceptual distinction can be based upon a mere sliver.  In practical life, pausing a moment because a person forgot his or her keys, can result in avoiding a chain of events terminating in causal calamities, merely because the time differentiation as a consequence of the slight delay allows for time to alter the historical ripples of cause and effect.

Words and conceptual distinctions can have similar minutiae of differentiations.  Linguistic gymnastics and elasticity aside, the word “insipience” conveys a meaning of being foolish and lacking of wisdom.  Changing a single consonant, and instead transforming the word into “incipience”, suddenly alters the concept into one encompassing origination and beginning stages.  Upon closer inspection, however, such a singular change of a consonant resulting in a radical alteration of meaning explodes with a recognition that the two are closely related: That which is in its beginning stages is often lacking of wisdom, precisely because little or no thought or reflection has been allowed.

That is precisely why the beginning stage of a process is so important — because it lays the foundation for all that follows. For Federal and Postal employees who suffer from a medical condition, such that the medical condition begins to impact one’s capacity to perform the essential elements of one’s job, the importance of beginning the sequential procedure of formulating an effective Federal Disability Retirement application cannot be overly stressed.

Federal Disability Retirement is a submission which is reviewed by the U.S. Office of Personnel Management, whether the Federal or Postal employee is under FERS or CSRS.  As such, the reviewing process is accomplished be an agency separate and distinct (in most cases) from the one the Federal or Postal employee is employed by.  The early stages of formulation and preparation in a Federal Disability Retirement application will provide the necessary and important foundation for the successful outcome of a Federal Disability Retirement case.

It is thus the incipience of formulating and preparing a Federal Disability Retirement application, which will determine whether or not the outcome will be insipient, or not.

Sincerely,

Robert R. McGill, Esquire

 

CSRS & FERS Medical Disability Retirement: Platonic and Other Forms

Forms are interesting conceptual constructs:  They are created for ease of use; yet, concurrently, they contain, restrict, and by all appearances, limit the ability to go beyond the “form”.  Thus it is with Plato’s philosophical proposition of Forms — they represent the “essence” of what a thing is, as it is; and, like government forms, one is presumable unable to violate the essence in their particularized representative appearances.

The difference, however, between Platonic Forms and government-issued forms, is quite obvious:  Plato’s Forms represent the highest and best of any individual construct in the physical world; government forms rarely represent anything but a bureaucratic decision to force conformity upon anyone and everyone contemplating filing for a benefit.

In preparing, formulating and filing for Federal Disability Retirement from the U.S. Office of Personnel Management, whether under FERS or CSRS, the potential applicant must understand that he/she will be confronted with multiple and complex forms to complete.  How one completes each form; what one states on any given form; whether one answers the questions posed in an adequate or sufficient manner — each of these will have a direct and often irreparable impact upon the success or failure of a Federal Disability Retirement packet.

The forms themselves may appear simplistic in appearance and content (i.e., SF 3107 series for those under FERS; SF 2801 for those under CSRS; SF 3112 series for both FERS & CSRS); what they represent, however, constitute unstated complexities which can only be understood within the full context of the evolution of statues, regulations and case-law handed down throughout the years, which make up the entirety of the compendium of Federal Disability Retirement practice.

One would never have thought that government-issued forms would be as complicated to understand as Platonic Forms; but then, Plato never encountered the U.S. Office of Personnel Management — otherwise, he may never have proposed that there is indeed the existence of the Form of Beauty and Goodness.

Sincerely,

Robert R. McGill, Esquire

OPM Disability Retirement: Disability Retirement & Standard Forms

Standard Forms are intended to restrain, contain and standardize; it is meant to make you believe that if you violate the “fence” around the physical form itself, or fail to answer specifically the questions “as asked”, that there will be a penalty to pay — i.e., in the case of a Federal Disability Retirement application before the U.S. Office of Personnel Management, a denial of one’s Federal Disability Retirement application.  

For the Federal or Postal Worker who is intending on filing for Federal Disability Retirement benefits through the U.S. Office of Personnel Management, the question of what to say, how much to say, and in what tone or tenor (does one presume that OPM is an “adversary”, and therefore should any submission be crafted in such a manner?  Or, should the tone be more “neutral”?  Hint:  Whatever the proper balance of tone to embrace, OPM is not one’s close relative, and should not be approached as such); and, ultimately, whether and to what extent “continuation pages” should be attached to the forms themselves.  

For FERS employees, or course, one must complete SF 3107, along with Schedules A, B & C, as well as have the Certified Summary of Federal Service completed, and if applicable, SF 3107-2, the Spousal Waiver.  For CSRS, one must complete SF 2801, and again, the Schedules A, B & C and the Certified Summary of Federal Service.  For both FERS and CSRS employees, the second set of forms — SF 3112A, SF 3112B, SF 3112C, SF 3112D & SF 3112E — must also be completed.  

For the Federal or Postal employee, it is the SF 3112A which is the most daunting, the most important, and the one which must be thoughtfully completed.  It is the first form which OPM will search for, review, analyze, compare, attack, and scrutinize, in making a decision upon one’s Federal Disability Retirement application.  It is indeed a form which is “standard” in every sense of the word — in appearance; in requirement; in formatted appearance; and in the end, the level of effort and input one makes of it.  

What should one’s own “standard” be in preparing, formulating and filing the Standard Form 3112A?  Care, caution and a concern for coordinated completion.  Yes, and by the way, the undersigned writer enjoys engaging in alliteration, assonance and consonance.

Sincerely,

Robert R. McGill, Esquire