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

 

OPM Medical Retirement: Beyond Forms

Providing evidence and proving your case

Some of Plato’s works elucidate concerns which belie clarity of thought, where conceptual confusions become enmeshed with absurd abstractions and unnecessary complications beyond the parameters of linguistic capacity to provide technical comprehension; in a word, he was complicating matters.

The Republic embraced a bold insight into human nature and the political apparatus of power; some of his later works provide fodder for those who allege esotericism; for, even Aristotle quipped with ironic sarcasm the plenitude of conceptual confusions inherent in the system of Forms having an “objective” reality apart from the physical universe.  But even today, we must contend with forms — forms in the form of bureaucratic mandates.

For Federal employees and U.S. Postal workers who finds themselves in a state of necessity because of a medical condition, following the requirements of the U.S. Office of Personnel Management, whether the Federal or Postal employee is under FERS, CSRS or CSRS Offset, is something which must be embraced.

Filing for Federal Disability Retirement is not simply a matter of filling out forms, however; it is the combination of gathering sufficient evidence such that it meets the burden of proof; of coordinating the evidence with formulating persuasive argumentation such that the law supports the evidence compiled; then, to present the whole as a coherent pathway to a successful outcome — an approval of one’s Disability Retirement claim issued by OPM.

Just as within the dusty notebooks of Plato’s lectures, the linguistic concepts of Forms can be confused with the physical manifestation of appearances within the perceived world, so the Federal and Postal employee can become confounded and confused by the modern day requirement of forms within the Leviathan of a bureaucracy; but all forms required, whether the SF 2801 series for CSRS employees, the SF 3107 forms for FERS employees, and the SF 3112 series for both CSRS and FERS employees — all merely constitute the minimal requirements.

Preparing, formulating and filing for Federal Disability Retirement benefits is not merely a matter of forms; it must go beyond such standard forms; and as Plato’s Republic is not merely a form of government, but a blueprint for the elite to take power, so the proper preparation and presentation on OPM’s Disability Retirement forms must follow the dictates of totalitarianism, lest one is left in the shadows of that proverbial Cave in the allegory of appearances.

Sincerely,

Robert R. McGill, Esquire