Early Retirement for Disabled Federal Workers: When Should the Agency Be Informed?

In preparing, formulating and filing a Federal Disability Retirement application under FERS or CSRS, the question is often asked whether and when an Agency should be informed of the impending Federal Disability Retirement application.  

Such a question & answer is almost always a discretionary one, and there is not a “right” answer — only one which can result from the tailored responses of specific and individual circumstances.  For, on the one hand, the Agency will often already suspect that filing for Federal Disability Retirement benefits, and therefore the automatic loss of the applicant/employee, is an inevitable future certainty, and therefore such notification is merely a formality.  

The Agency is often anxious to have the backlog of work created by the employee’s non-attendance or sporadic attendance resulting from the chronic medical conditions, to be abated at some point, and therefore hiring a replacement is something which the Agency wants accomplished as soon as possible — and one might argue that informing the Agency is the “right thing” to do.  

But in representing a Federal or Postal employee in a Federal Disability Retirement case, the “right thing” always is looking after the best interests of the client, and informing the agency prior to filing is not always in the best interests of the client.  For, on the other hand, informing the Agency too soon will often result in unintended consequences — of reactions and initiated actions upon being informed of the very intention of filing for Federal Disability Retirement benefits.  

While unfortunate and even perhaps “retaliatory” in nature, Agencies often act/react only upon official notification of an intention.  In other words, the proverbial “elephant in the room” is only noticed when the elephant actually stomps its feet (or is it “hooves”?).  Whether and when is a discretionary decision by the Federal or Postal employee.  

Ultimately, of course, when the Federal Disability Retirement application is filed through the Agency for further processing before being forwarded to the Office of Personnel Management, the Agency will be fully informed.  But as to “pre-informing” the Agency — that all depends upon the individual circumstances of the Federal or Postal employee, taking into account first and foremost the best interests of the client when represented by an OPM Disability Retirement attorney.

Sincerely,

Robert R. McGill, Esquire

Federal Worker Disability Retirement: Agencies & SF 3112C

Agencies have an amazing ability to be inquisitive, especially into those areas which really do not concern them.  Often, Agencies will insist that, despite all of the relevant, pertinent, and desired medical documentation already having been attached to a Federal Disability Retirement application under FERS or CSRS, the applicant/Federal employee “must” sign the Standard Form 3112C (“Physician’s Statement) , which becomes superfluous and irrelevant.  They insist that the Office of Personnel Management (OPM) “requires” the form, which is an erroneous statement.  OPM has never required a signed SF 3112C so long as the Federal Disability Retirement application is accompanied by sufficient medical documentation to support the application.  Sometimes, the insistence by the Agency is merely based upon ignorance; other times, it is based upon an administrative and bureaucratic inflexibility to longstanding “procedures” which the Human Resources personnel cannot adapt to, or change, because “this is the way we’ve been doing it for X number of years”.  Still, there is a suspicion that in some instances, the “requirement” of SF 3112C is because of a more nefarious reason:  The Agency wants full access to all medical records, notes, treatment notes, etc.

Sincerely,

Robert R. McGill, Esquire