Federal Employee Medical Retirement: Claims of Stress

“Stress”is a phrase which is used to describe a myriad of conditions, circumstances and origins of countless medical conditions.  The word itself is malleable and elastic, and can be used in multiple forms — as an adjective, noun, verb, etc.  As a term of common usage to describe the workplace, it is accepted as an inherent part of any job encapsulating a set of responsibilities, because of the accompaniment of positional duties, time management, goal-orientation, and working cooperatively with others in unison and common coordination of efforts.

In the context of preparing, formulating and filing for Federal Disability Retirement benefits under FERS or CSRS from the U.S. Office of Personnel Management, the term itself will appear repeatedly throughout — in medical reports, in an Applicant’s Statement of Disability, and even in a Supervisor’s Statement.

In most circumstances, the term “stress” is used in a grammatically loose sense, and as a secondary identifier of a medical condition, as opposed to a primary diagnosis of a medical condition.  To assert that one “suffers from stress” is a generalization which normally requires greater particulars, and rather describes one in a series of multiple symptoms rather than a conceptually clear diagnosis which is accepted in the medical community.

Moreover, such a statement implies that the “sufferer” of the “stress” receives such a condition and is responding to a particular source of such suffering — i.e., a specific workplace.  This is where “situational disability” is then alleged, and the U.S. Office of Personnel Management will deny a Federal Disability Retirement application based upon such an assumption and implication.

There are ways to counter such assertions, implications and inferences, but such inoculation against such a charge must be addressed at the outset, not in the middle (although, in most cases, such mistakes can indeed be corrected), of preparing, formulating and filing for Federal Disability Retirement benefits from the U.S. Office of Personnel Management.

Sincerely,

Robert R. McGill, Esquire

CSRS & FERS Medical Disability Retirement: You Still Have to Prove your Case

In preparing, formulating and filing a Federal Disability Retirement application under FERS or CSRS, many Federal and Postal employees operate under the misguided presumption that, if the Agency has acknowledged one’s medical conditions, cannot accommodate the Federal or Postal employee, and explicitly concedes that the disabled Federal or Postal employee cannot perform one or more of the essential elements of one’s job, that an approval of the Federal Disability Retirement application is nothing more than a mere formality beyond its submission.  

Thus, for example, the scenario as painted herein might include the Flight Surgeon’s determination for the Air Traffic Control Specialist who works for the FAA, who disqualifies the ATS for either his/her medical condition, or the medication regimen that he/she is taking; or it may involved the Postal Worker who is sent home pursuant to the National Reassessment Process; or it may be a Federal or Postal worker who has been administratively separated from Federal Service based upon his or her medical inability to perform the essential functions of one’s job, and thereby is entitled to the Bruner Presumption.  

All of these case-studies are “nice”; they are promising, and there is obviously substantive and useful evidence that the Federal or Postal employee is probably eligible for Federal Disability Retirement benefits — but what the Agency does or says is not enough.  The Federal or Postal employee must still meet the burden of proof and prove by a preponderance of the evidence that he or she is eligible and entitled to Federal Disability Retirement benefits under FERS or CSRS.  

The Office of Personnel Management is an independent agency, separate and apart from the other Federal Agencies or the Postal Service.  What determinations are made by the other agencies will not persuade OPM of anything; in a Federal Disability Retirement case, you must prove your case of medical eligibility, above and beyond what the Agency says or does.

Sincerely,

Robert R. McGill, Esquire

Disability Retirement for Federal Government Employees: Stress

“Stress” is always the “problem child” in a Federal Disability Retirement application under FERS or CSRS.  If a Federal or Postal employee is no longer able to perform one or more of the essential elements of one’s job because of an intolerance to a certain level of stress, then certainly it should be considered as a basis for preparing, formulating and filing a Federal Disability Retirement application, either under FERS or CSRS.  However, treatment modalities must be engaged — normally, via a psychiatrist or psychotherapy.

Further, there are always issues which will come about in basing the primary medical condition as “stress” — aside from the fact that it is a generic designation which will often have corollary designations, such as Major Depression, Generalized Anxiety Disorder, etc.  For example, can one define “tolerance to stress” as an essential element of one’s job?  It is certainly an inherent element, implicit in many multi-tasking jobs and ones which require a high level of responsibilities or is subject to timeliness in quotas and work production.  But when issues concerning stresses which arise as a result of “personnel issues” (i.e., interaction with supervisors, coworkers, etc.), then it becomes a “problem-child” which is best avoided, for numerous reasons, including the possibility and danger of having one’s Federal Disability Retirement application denied based upon a “situational disability“.  Concepts and thoughts to ponder, when preparing, formulating and filing a Federal Disability Retirement application under FERS or CSRS.

Sincerely,

Robert R. McGill, Esquire