Disability Retirement for Federal Workers: Trying to Act “As If”…

One can act as if a mistake was not made; the problem exists, however, and continues to impact, with the assumption that X did happen, despite one’s best attempts at ignoring the occurrence.

Thus, when the question is posed to the undersigned attorney whether it would be “okay” to try and file for Federal Disability Retirement benefits, whether under FERS or CSRS, from the U.S. Office of Personnel Management, on one’s own, and if it is denied, to then seek the assistance of an attorney, the short answer is, “Of course”.  The silent “but” and qualifier is never necessarily posed or queried.

The caveat is a simple one:  While most mistakes are correctable, there is one thing which cannot be done:  one cannot put blinders on OPM for what they have already received and reviewed.  We cannot play “as if” OPM did not review that specific document which implied a situational disability; or the one which characterized a medical condition as one which “waxes and wanes“; or referred to certain elements in terms of possibilities and potentialities; and other such equivocating conceptual paradigms.

The world of OPM, Medical Disability Retirement, Federal employment issues, etc., does not allow for the playing of the “as if” game.  Thus, to the question of going at a Federal Disability Retirement application alone, yes, we can play as if the Federal or Postal employee will do everything properly; but when the consequences come back with a negative result, we cannot then play as if we are back at the starting gates of the race; we have already entered into the fray, and must deal with the facts as they now exist.

Sincerely,

Robert R. McGill, Esquire

OPM Disability Retirement: Tidbits

The term itself is an interesting one; for, unlike its corollary, it refers to the “choice” or “pleasing” morsel of food, as opposed to “leftovers” or “crumbs”, which imply food which has either been rejected or left behind after the table sitter has made the prime decision.  “Tidbits” in its secondary meaning, of course, implies information; the conceptual applicability has transferred from one within the exclusive context of foods, to include information, facts, statements, etc.

Thus, a tidbit:  In preparing, formulating and filing for Federal Disability Retirement benefits under FERS or CSRS, from the U.S. Office of Personnel Management, it is important to understand and recognize that, while most mistakes in the preparation and filing of a Federal Disability Retirement application are “correctable” (what an ugly word — both in appearance and in phonetic structure), what one cannot do is to put “blinders” on the eyes of OPM or before an Administrative Judge, once certain information has been submitted to OPM.

Thus, if an individual wants to attempt the First Stage of the administrative process of filing for Federal Disability Retirement on his or her own, without the assistance of an OPM Disability Attorney, thinking that it is an “easy” case, that is all well and good, but while the tools of representation for an attorney include use of the malleability of language, such that “linguistic gymnastics” will be engaged in as the primary sport of the attorney; nevertheless, elasticity of language does have its limits.

Facts, once exposed, can be explained and amended, but the essence of the fact or statement remains in the hands of OPM.  This constitutes and comprises the tidbit of the day; a choice and pleasing morsel?  Perhaps not in consequential substance, but hopefully in terms of informational relevance.  Ah, but to have been offered instead a morsel of apple pie!

Sincerely,

Robert R. McGill, Esquire

CSRS & FERS Medical Disability Retirement: Common Mistakes

There is of course the old adage (and old “sayings” are neatly formulated, refined over time, and revised and updated for applicability and relevance to the significance of the current times), stated in its variety of forms, that those who fail to study history, are condemned to repeat it.  But what if the historical repetition of such foolhardiness results because of the disparate nature of history, scattered among thousands, and never based upon a common essence from which all can draw?

A corollary of the previous words of wisdom is the following (made up by this author):  Historical mistakes repeat themselves because everyone believes that he or she is smarter than the ones before.

In preparing, formulating and filing for Federal Disability Retirement benefits under FERS or CSRS, from the U.S. Office of Personnel Management, common mistakes abound, and repetitively reveal themselves throughout the process.  Writing to preempt what one thinks a Supervisor will state or not state; listing every medical condition without prioritizing the impact upon one’s inability to perform the essential elements of one’s job; writing long, meandering narratives; including “red flag” concepts such as “hostile work environment“; simply giving to the doctor the 3112C with the return address of one’s Human Resources Department at one’s agency; and multiple other such follies.  Yet, such mistakes are not only common; they are to be expected.

The administrative process of Federal Disability Retirement is constructed to appear “simple”.  The questions asked on the standard forms appear straightforward, if not cleverly uncomplicated in their very formulation.  Yet, the laws which govern the benefit identified as “Federal Disability Retirement” is amassed in a compendium of statutes, regulations and case-law, all of which have evolved in interpretive significance over many years.

History does repeat itself; for Federal and Postal employees who are contemplating or have initiated the filing of a Federal Disability Retirement application, whether under FERS or CSRS, the age-old adage concerning history not only confirms the truth of such a saying, but reinforces it daily.

Sincerely,

Robert R. McGill, Esquire

Federal Worker Disability Retirement: Reluctance through Negation

Making mistakes is part of the entire process of going through life; receiving advice and proper counsel helps to mitigate such mistakes; the distinction between “advice” and “information” is not merely a conceptual difference, but a pragmatic one which impacts one’s actions, thoughts, and application of thoughts to actions.  

“Going it alone” in preparing, formulating and filing a Federal Disability Retirement application under FERS or CSRS is no longer the only viable option; there is much information “out there” on the internet, and other publication resources are available; but as has been written about previously, there is a conceptual distinction to be made between “information” and “knowledge”, where the former is merely a compilation of facts and perspectives upon those facts, whereas the latter is a filtered compendium of the latter based upon experience, reflection, and considered logical analysis.  

The Federal or Postal employee who is considering filing for Federal Disability Retirement, who encounters the morass of information and hesitates because of the reluctance to engage in an administrative process, complex though it may be, is making a crucial mistake.  

Most “mistakes” which result in a denial from the Office of Personnel Management in a Federal Disability Retirement application under FERS or CSRS are correctable.  Such mistakes, however, must be identified, recognized, and addressed in any subsequent appeal, either at the Reconsideration Stage of the process, or in the appeal to the Merit Systems Protection Board.  

Reluctance to begin or continue the process of preparing, formulating, and filing a Federal Disability Retirement application with the Office of Personnel Management, because of the potential negation through mistakes, while understandable, should not result in failing to file.  

The medical condition should be the determinative factor, as well as the quality of life for the Federal or Postal Worker contemplating filing for Federal Disability Retirement benefits under FERS or CSRS.

Sincerely,

Robert R. McGill, Esquire

OPM Disability Retirement: Correcting a Misconception

I will have to write an article entitled, ten mistakes people make in filing for Federal Disability Retirement benefits under FERS or CSRS.  Or, better yet, perhaps it would be helpful to point out Ten Things Federal and Postal Employees should do to prepare to file for Federal Disability Retirement under FERS or CSRS.  

In either event, in speaking to multiple individuals over the past couple of days, common and recurring misconceptions have arisen, as they inevitably do, and when such mistaken notions concerning FERS or CSRS Disability Retirement benefits — the process, the benefit itself, the legal criteria for eligibility, etc. — it is necessary to immediately correct the mistake.  

Often, the mistaken idea comes in the form of, “I read somewhere that…”  Now, assuming that the mis-statement was not read on my website or in any of my related articles; and assuming that, even if it were read by something I had written, but had instead been mis-interpreted or somehow taken out of context, the only way in which to clarify or otherwise “correct the record” is to repetitively and incessantly state and restate the correct law concerning the matter.  The point of mistaken conceptual confusion was: That in order to file for Federal Disability Retirement under FERS or CSRS, one has to be separated from Federal service.  That is simply untrue.  In fact, for obvious economic reasons, most people continue to try and work while awaiting the approval of his or her Federal Disability Retirement application.  Furthermore, if one is separated from Federal Service, he or she has only up to one (1) year to file for Federal Disability Retirement benefits under FERS or CSRS, from the time of separation.

Sincerely, Robert R. McGill, Esquire

OPM Disability Retirement: Legal Arguments

Whether and to what extent legal arguments in Federal Disability Retirement cases under FERS or CSRS should be made, should rarely be ventured into by non-lawyers.  The boundaries of legal arguments are naturally constrained for lawyers both internally and externally:  internally, because (hopefully) lawyers are trained to recognize that maintaining the integrity of legal precedents is vital to the process, and externally, because all legal arguments are ultimately subjected to the review of a Judge — in the case of administrative laws governing Federal and Postal Disability Retirement, at the first instance by the Administrative Judge at the Merit Systems Protection Board, then potentially at the Federal Circuit Court of Appeals.  When laymen attempt to make legal arguments, there is the added danger of misinterpretation and mis-application of the law, which can further injure the chances of an Applicant filing for Federal Disability Retirement benefits to obtain an approval.  And, finally, such chances for success may be further damaged if it needs to come before an Administrative Judge for review.

Sincerely, Robert R. McGill, Esquire

Federal and Postal Disability Retirement: Reconsiderations

There is a line to be drawn between arguing the law within a boundary of integrity, and arguing the law beyond any reasonable interpretation of the law.  This principle is no less true in administrative law, which is what Federal Disability Retirement law is considered.  I often see non-lawyers make “legal arguments” in an initial application to the Office of Personnel Management, which is then denied, and I then enter my appearance in the case at the Second, Reconsideration Stage of the process.  That is fine — some applicants want to try and save the cost of hiring an attorney, and then decide it is necessary after it has been denied. 

However, as I often explain to clients:  while most mistakes in a Federal Disability Retirement application can be amended or explained, I do not have the magical ability to place “blinders” upon the eyes of the OPM Representative for legal or other arguments or statements made to them at the First Stage of the Process.  While my website and my articles & writings provide a good bit of information on filing for Federal Disability Retirement benefits under FERS or CSRS, and anyone can use it to his or her advantage, one bit of caution:  Don’t make legal arguments if you don’t fully know what you are talking about.  To do so more often than not results in a loss of credibility, and if your case goes before an Administrative Judge at the Merit Systems Protection Board, the Judge may not look favorably upon a case where a spurious argument was made at the initial stage of the process.

Sincerely, Robert R. McGill, Esquire

FERS Disability Retirement Applicant: Waiting too long

My approach to Federal Disability Retirement law is that there are very few, if any, mistakes made by the applicant which cannot be corrected, amended, or explained, especially where the essential ingredients of a “good” case are in existence: a supportive doctor; a position/duties which are incompatible with the type of medical conditions one suffers from, etc.

However, I receive telephone calls periodically where the individual simply has waited “too long”.  Thus, to clarify: If you’ve been denied twice by the Office of Personnel Management, and you have a Hearing before an Administrative Judge 3 days from today, then you have probably “waited too long” (although, if you can get a postponement, or suspension of the case, there may still be time). If you’ve been denied by OPM and the Merit Systems Protection Board has already denied your case, then you have probably “waited too long”.  Or, if you have been denied by OPM and by the MSPB and by the Full Board, then you have probably “waited too long”.

I hope that I am getting the point across by overstating the case — while each individual must decided when it is the “right time” to get a FERS lawyer to help in filing for disability retirement cases, and yes, while I take on cases at all stages of the process, the point is quite simple: It is better to have the expertise of an experienced attorney earlier, than later. In most case, that means at the very beginning of the process.

Sincerely,

Robert R. McGill, Esquire

 

Common Mistakes in Filing for CSRS & FERS Disability Retirement II

Always emphasize quality over quantity of medical records & reports. A common mistake often made by unrepresented individuals is that he or she will ship off to the Office of Personnel Management a large packet of medical records, bills, appointment sheets, raw blood test results, etc. A potential applicant is always wise to try and look at it from OPM’s viewpoint: if you were a reviewer at OPM, which disability retirement application that is assigned to you would you look at on a Monday morning — the one that is 6-inches thick, or the one that is 1/2 inch thick? Further, untranslated raw test results rarely effectuate a positive response. Raw data that merely conveys numbers, unless interpreted by a physician as to the medical significance of such raw data, will not impress anyone at the Office of Personnel Management. It is the job of an attorney to use the tools of an attorney: effective and descriptive words, and to help the applicant to find the proper descriptive words to convey the serious medical conditions that he or she suffers from.

Sincerely, Robert R. McGill, Esquire

Common Mistakes in Filing for CSRS & FERS Disability Retirement

There are multiple mistakes often made when an unrepresented individual files for disability retirement under FERS & CSRS. One such common mistake is the very presentation of an application packet that is presented to the Office of Personnel Management.

Often, when an individual has a disability retirement application denied at the First Stage, and has asked me to represent him/her at the second, Reconsideration Stage, I find that what the individual did at the first stage was to put together the packet of medical records — often, a voluminous set breathtaking in its sheer quantity of pages — thinking that because he/she has serious medical issues, that the great quantity of medical records in itself will justify qualification of a disability retirement packet.

Volume of medical records rarely qualifies an individual for disability retirement. Instead, it must be remembered that eligibility and qualification for disability retirement benefits is determined by a set of legal criteria that must be met by a preponderance of the evidence, and it is up to the applicant and his/her legal representative to meet that burden of proof.

Sincerely,

Robert R. McGill, Esquire