Federal Disability Retirement Claims: Mental Health, Stress and First Steps

Disquietude is a negation of a former state of being.  Perhaps it is merely a retrospective re-characterization or romanticization of a time or status that never was; or, maybe even a partial remembrance of a slice of one’s life measured as a fullness in comparison to what is occurring in the present.

Regardless (as opposed to the nonsensical, double-negative modern vernacular of “irregardless”), to have a sense of disquietude implies of a former time, event, or state which had a greater positive light than the present one.

And it is in this context that the Federal or Postal Worker who begins to contemplate filing for Federal Disability Retirement benefits, whether the Federal or Postal worker is living in California, Florida, Hawaii, Kansas, Minnesota or Texas (have we effectively zig-zagged a sufficiency of states in order to make the point, yet, or perhaps we need to include Arizona, Georgia, Maine, Michigan, North Carolina and Wisconsin in order to make the point), that one must understand the greater bureaucratic involvement which one needs to undertake before engaging the complexity of the process of a Federal Disability Retirement application.

First, it is a Federal issue, and therefore, it will be unlikely that one will find, for example, a Florida Federal Disability attorney, or an Oregon, Kentucky or Louisiana Federal Disability lawyer; for, it matters not whether or not the lawyer lives in, or is licensed in a particular state, precisely because this is a Federal issue, and not a state issue.

Second, Mental Health issues — aside from being a valid and viable basis for a Federal Disability Retirement application — can either stand alone, or be in combination with a physical disability (isn’t it interesting how we bifurcate “mental” as opposed to “physical”, whereas both are part of the same physiological state of a person?).  Sometimes, mental health issues stand alone; other times, they can be concurrent medical conditions, or secondary ones.

Third, stress is a basis for a Mental Disability Retirement claim, although it must be properly and carefully approached because of issues concerning situational disabilities.

And Fourth, how one approaches the first steps in preparing a Federal Disability Retirement application, will often determine the success or failure of the disability case.

Overall, it is the plan itself, the cogency of the approach, and the gathering of the proper documentation, which will determine the efficacy of those first steps, and whether the stress, mental and physical health of one’s being, will be relieved as a result of filing for a Federal Disability claim.


Robert R. McGill, Esquire

Informational OPM Forms (SF 3107) versus Specific Content OPM Forms (SF 3112)

Categories are important in order to properly bifurcate, distinguish, identify and comprehend for effective satisfaction and completion. If such differentiated distinctions are not clearly understood, one can easily be lulled into responding to a specific-content question as if it is merely “informational” in nature.

Thus, for the Postal and Federal employee who is formulating responses to Standard Forms for purposes of filing for Federal Disability Retirement benefits, whether the Federal employee or Postal worker is under FERS or CSRS, the sequence of preparing for completion in providing satisfactory answers is important.

OPM form SF 3107 (the “SF” stands for “standard form”) requests basic, factual information data, such as the applicant’s name, address, agency information, marital status, whether and to what extent one wants to elect survivor’s benefits, etc. The accompanying form, Schedules A, B & C, requests further information regarding military service, whether time in the military was bought back, as well as any OWCP claims previously or currently submitted or received, etc.

Then, in preparing, formulating and filing for Federal Disability Retirement benefits, again whether one is under FERS or CSRS, the accompanying SF 3112 series must be completed and filed. One’s mental status and intellectual antenna, however, should immediately be placed on high alert when encountering and engaging the SF 3112 series of OPM forms. For, in this series of Standard Forms (SF 3112A, SF 3112B, SF 3112C, SF 3112D & SF 3112E), the distinguishing features should become immediately self-evident by the very nature of the questions queried. No longer are the forms merely requesting basic information; rather, interpretive considerations must be thoughtfully engaged.

Questions concerning one’s medical conditions; what medical conditions will be considered; whether one can later supplement the listing of medical conditions if further medical developments arise; whether there is room on the form itself for a full description and, if not, can a continuation of the form be attached; the impact upon the essential elements of one’s positional duties; what those essential elements are; and multiple other similar conundrums suddenly become presented, necessitating the switch from mere “information” to one of “specific content” directed by the change in the series of OPM forms from SF 3107 to SF 3112.

Paradigm shifts were made famous by Thomas Kuhn in his historically important work, The Structure of Scientific Revolutions. It is no less important to recognize that a paradigm shift is equally important in completing OPM Disability Retirement forms. While there is no book which guides the Federal or Postal employee, such as, “The Structure of Form-Filling Revolutions”, the identification and recognition that filing for Federal Disability Retirement benefits requires an acuity of mind in filling out OPM forms, is an important step in reaching a successful outcome.


Robert R. McGill, Esquire