Federal and Postal Disability Retirement: Process versus Substance

The emphasis and magnified focus upon process-issues as opposed to the underlying substance of an endeavor is often misplaced; yet, the problem is, if one ignores the former, the latter may never reach fruition because it may never arrive at its intended destination.  The question of balance between the two is an important one; for, the greatest of ideas may have historically vanished not because the idea itself was one lacking in value, but rather because it never received the sales pitch which effectively presented itself into the stream of commerce.

Similarly, in a Federal Disability Retirement application, whether under FERS or CSRS, through the U.S. Office of Personnel Management, while it is important to understand the administrative process of the “nuts and bolts” of filing (i.e., who does it go to; which form is completed by whom; how long does it take at point X; what happens after destination Y, etc.), it is preliminarily of relevance to get the substance of the application in order (i.e., the proper medical report with all of the essential elements in place; one’s statement of disability which addresses the issues of concern to OPM; any legal arguments and invocation of precedent-setting arguments, etc.).

Process gets us there; substance is the “that” which gets there.  If there is no “that”, it will be no use for the “there”; and, conversely, if it never gets there, it will not make a difference.  Ultimately, however, while both are of importance, it is the substance of the case which makes the difference, and the focus should be upon that substance before one’s attention is placed upon the vehicle of delivery.

Sincerely,

Robert R. McGill, Esquire

FERS & CSRS Disability Retirement for Federal and USPS Workers: Process Mentality

The importance of understanding that filing for Federal Disability Retirement benefits from the U.S. Office of Personnel Management, whether under FERS or CSRS, as a “process”, is critical in reaching the mental preparedness necessary to endure the potentiality of the lengthy encounter.

The analogy of the approach should be likened to the difference between WWI and WWII — of trench warfare as opposed to a blitzkrieg.  It is the former which must be prepared for, and not the latter.

For, at each step of the way — from waiting for the proper medical reports to be prepared by the treating doctors, to formulating the narrative of one’s statement of disability; to waiting for the agency to complete the processing of their potion (i.e., the Supervisor’s Statement and the Agency’s Certification of Reassignment and Accommodation efforts); to the intake processing unit of OPM at Boyers, PA, then down to Washington D.C. where assignment of the case will take some time; to final assignment of the case, and potential routing for review by a contract doctor — this is all merely at the First Stage of the process.

If it is denied at the First Stage, then one must fight the process through the Reconsideration Stage, and possibly beyond.

Thus is the mental preparation at the outset required in order to survive the multiplicity of bumps and turns within the process itself.  It is best to know the trials in order to survive the process, and to prepare for it as best one can.

Sincerely,

Robert R. McGill, Esquire

U.S. Postal and Federal Disability Retirement: The Proper Mental Approach

One must always have the proper mental preparation before engaging the administrative process of Federal Disability Retirement benefits through the U.S. Office of Personnel Management, whether under FERS or CSRS.

First, one must understand that it is a benefit which is not an automatic entitlement, but rather a potential eligibility benefit — and, as such, one must prove by a preponderance of the evidence that one meets the entirety of the legal criteria for such eligibility.  It is not a benefit where there is a simple trigger mechanism — e.g., one’s age, particular factual circumstances, etc. — which then automatically grants the entitlement to the benefit itself.

Second, as an administrative process, one must prepare for the full procedures involved — from the initial application stage, to a possible denial and a request for reconsideration; to a second denial, and an appeal to the U.S. Merit Systems Protection Board (which, by the way, happens to be shut down because of the budget impasse but that may change today); and, beyond the initial appeal, an appeal to the Full Board of the MSPB, and even beyond that (for extraordinary cases), to the Federal Circuit Court of Appeals.  Unless one is prepared to embrace the full administrative process, the ups-and-downs of emotional turmoil and lack of preparedness will wear you down.

And, finally, mental preparation must entail financial considerations — of what to do in order to survive during the long and arduous process.  For, as an administrative benefit which must be proven, one should always understand that one must fight every step of the way.

Only with the proper mental preparedness will one be able to engage the fight to earn the right to such a benefit.

Sincerely,

Robert R. McGill, Esquire

Disability Retirement for Federal Workers: Patience & the Hinge

The hinge on a door is the mechanical contraption which allows for the swinging motion to occur.  Without it, the door will remain in place or, if one attempts to pull at the door, it will merely move towards you and continue to block the pathway.  Metaphors have been created from the invented device — a person can become “unhinged” meaning, similar to a door collapsing, a man or woman can lose the hope that a door represents as an entrance or an exit, to enter or leave.  

Preparing, formulating and filing a Federal Disability Retirement application under FERS or CSRS for the Federal or Postal employee can represent that “hinge” on a door.  It allows for hope viewed from a perspective of “now”, representing one side of the doorway, involving the debilitating medical conditions, the impact both upon one’s professional abilities, as well as upon the personal life with its correlative issues touching upon wives, children, parents, financial instability, etc.; and on the other side, the potential to receive a basic annuity so that one may exit in order to attend to the serious medical conditions without fear of becoming homeless.  

Yet, during the process of attempting to obtain Federal Disability Retirement benefits, because of the long delays, the months upon months of uncertainty awaiting for the decision from the Office of Personnel Management, the hinges can begin to rust and crumble.  This is especially true if a denial is received at the First Stage of the process, because it appears as if the door has slammed shut, and the hope for exiting and entering a different phase of one’s life has been lost.  But one must never lose the proper balance and perspective that is necessary to survive the fulfillment of the entire administrative process.  

Filing for, and obtaining, Federal Disability Retirement benefits under FERS or CSRS is a process — the First Step is merely that:  part of the entirety of the process.  A denial at the Initial Stage of the process does not constitute an unhinging of the doorway to the future; rather, it merely represents a moment of time when the door got stuck because of the change in weather, where the wood expanded for a season, making it difficult to open it.  It just needs a little more effort, and patience, to take it to the next step of the process.

Sincerely,

Robert R. McGill, Esquire