OPM Disability Retirement: Which Forms, How to Fill Them Out, and What to Put

Filling out forms is a part of life.  At some stage in our lives, we are required to complete forms.  For Federal employees and U.S. Postal workers who suffer from a medical condition, such that the medical condition prevents the Federal or Postal employee from performing one or more of the essential elements of one’s positional duties as a Federal employee (which encompasses the full spectrum of positions, from secretaries, administrative assistants, to scientists, Information Technology Specialists, 1811 Law Enforcement Officers, etc.) or a U.S. Postal worker (including Craft employees, Managers, Postmasters, Supervisors, etc.), preparing a Federal Disability Retirement application may become a necessity.

Thus, the act of “form filling” must be confronted.  On computers, of course, if you have been completing online queries, the “autofill” option may be presented.  But the limitation of such an option, and the unavailability of that choice, should become readily apparent when attempting to complete the various “Standard Forms” required of a Federal Disability Retirement application.

For any remaining CSRS employees intending to file for OPM Disability Retirement benefits, the series embodied under the designation of SF 2801 must be completed, along with the SF 3112 series.  For all of the rest of the Federal employees and U.S. Postal workers who came into Federal or Postal Service after around 1985, and who are under FERS, the SF 3107 series must be completed, and as well, the SF 3112 series of standard forms.

Thus has the question, “Which Forms?” been answered.  As for the remaining two questions:  How to fill them out and What to put —  the “how” is, to put it mildly, with care and trepidation; the “what to put” is too complex to elucidate in this forum.  The series of “informational” forms — SF 2801 series for CSRS employees and SF 3107 for FERS employees — are fairly straightforward (e.g., full name, date of birth, Social Security number, agency name and location, military service, etc.).

It all comes back to the SF 3112 series which becomes problematic — for that is where the Federal and Postal employee must “prove” the nexus between one’s positional duties and the medical conditions by which one is prevented from performing one or more of the essential elements of one’s positional duties.  For that, the Federal and Postal employee must go “outside” of the boundaries of the forms themselves, and consult documentation obtained from the doctor, and make legal arguments based upon wise counsel and advice.

As with much of life, it is never as easy as a bureaucracy promises; indeed, the complexity of life is in the very bureaucratization of administrative forums.

Sincerely,

Robert R. McGill, Esquire

 

Medical Retirement for Federal Employees: The Future of Now

Human beings have the unlimited capacity of projecting into the future, such that a present picture of what may occur some time hence can be visualized; but whether and how many bring the future to the fore, such that the present becomes encompassed into the reflective reality of current circumstances, is of an imaginative rendering few take the time to engage in.

By focusing upon the future as some ethereal fog somewhere in the distant netherworlds, we can justify the tendency to procrastinate and kick the proverbial can down the road; and, similarly, we can get lost and embroiled in the problems of the now and today, and groan with delicious consternation about the inhumanity and uncaring nature of the world.  But to meld and cross the lines of future and now by projecting forward, then bringing back, such that the future becomes the now in our enlivened universe of deadened souls, is to plan for a time hence in real time of current clockwork.  It is an exercise of the imagination which is necessary in order to better prepare both for today and for tomorrow.

For Federal employees and U.S. Postal Workers who suffer from a medical condition, such that the medical condition begins to impact and prevent the Federal or Postal worker from performing all of the essential elements of one’s positional duties, it is important to consider those matters not just in linear form, but as a reality of clashing values and systematic interludes of conflicting confidences.  Yes, you want to continue on, but does the current state of pain and debilitating medical conditions allow for such expectations?  Yes, what you decide today will impact your future in ways financial, medical and career-wise, but does delaying consideration now change such a projection of future events?

Filing for Federal Disability Retirement benefits, whether the Federal or Postal employee is under FERS, CSRS or CSRS Offset, is never an easy dictate of imaginative musings; but when the warning signs are emitted, both from one’s own body as well as from the harassing actions of one’s own agency and the U.S. Postal Service, the reality is that the future of now, and the now of one’s future, have coalesced into a moment of necessity where time stands still and the world is about to shift in directions beyond your control, unless you take those affirmative steps necessary to secure the benefits for a future uncertain at a date unknown.

Sincerely,

Robert R. McGill, Esquire