Federal Employee Medical Retirement: Deprogramming a Preconditioned Approach

The preconditioned attitude of the general public is that, if X has a medical condition, then such medical condition, by the very nature of the condition itself, will either entitle one to benefits, or not.  Such an approach is what one is conditioned to expect — that by the very nature of the medical condition itself, means that it will either lead to, or not lead to, a specified result.  This viewpoint and approach is based upon a definitional standard, where the very essence of what it means to suffer from X already predetermines whether one is eligible and entitled to benefit Y.

Social Security assumes such an approach.  To some extent, so does OWCP, because the Department of Labor is willing to pay a certain amount of compensation based upon a predetermined calculus of a percentage rating, for loss of limb, loss of use, loss of functional capacity, etc.

This is why Federal and Postal employees who first contemplate preparing, formulating and filing for Federal Disability Retirement benefits from the U.S. Office of Personnel Management, whether under FERS or CSRS, will attempt to tie the fact of having a medical condition with the question, “Does this qualify me for Federal Disability Retirement benefits?”  But that is the wrong paradigm to use in asking the question.  For, eligibility for Federal Disability Retirement benefits from OPM is not based upon a definitional ascription of a medical condition; rather, it is that “third element” — the connection between X and Y, X representing the medical condition and Y standing for the positional duties which the Federal or Postal employee must engage.

In many respects, Federal Disability Retirement answers the philosophical question which David Hume asked:  Is there a necessary connection between cause and effect?  For Federal Disability Retirement purposes, the answer is a resounding “yes”.

Sincerely,

Robert R. McGill, Esquire

 

Federal Disability Retirement: Approaching the Entrance to OPM’s Thought Process

The attempt to predict an opponent’s approach in an endeavor — whether in competitive sports; in debate; in an adversarial forum — is a practice which can have favorable results, or one which ends with disastrous consequences.  For the prediction itself must be based upon known factors, such as the applicable standards which the opponent will rely upon, relevant elements which will be utilized, and human, unpredictable quirks which seem to always come into play.

In approaching an opponent, it is always a good idea to study the opposition; but too much reliance upon attempting to out-maneuver the opposition can have the negative impact of taking away from valuable preparation-time one may need in order to prevail.

In preparing, formulating and filing for Federal Disability Retirement benefits from the U.S. Office of Personnel Management, whether under FERS or CSRS, many Federal and Postal applicants attempt to analyze the questions posed on the Standard Forms (SF 3107 series for FERS employees; SF 2801 series for CSRS employees; SF 3112 series for both FERS & CSRS employees) perhaps too deeply, in attempting to “understand” the opponent — the U.S. Office of Personnel Management.

Yes, the questions must be analyzed; yes, there is an implicit trickiness to many of the questions (especially on SF 3112A); and, yes, a cautious approach must be taken in answering the questions.  But such caution should never detract from spending the necessary time in preparing the crux and foundation of one’s Federal Disability Retirement application — that of formulating the logical nexus between one’s medical condition and the positional duties which one can no longer perform.

Ultimately, the substance of one’s Federal Disability Retirement application must be given the greatest of focus and effort:  attempting to approach the opponent’s thought processes — in this case, that of the “collective” efforts of multiple individuals at the U.S. Office of Personnel Management — may be an act of futility; better to spend the needed hours solidifying one’s own case than to try and understand an incomprehensible entity.

Sincerely,

Robert R. McGill, Esquire

Postal and Federal Disability Retirement: Where to Begin

Many phone calls admit defeat before the process begins, and this, because the complex process itself is an obstacle of daunting proportions, preventing the Federal or Postal employee from envisioning a time in the future when a Federal Disability Retirement application will have been approved.  

Does a defeatist attitude impact a Federal Disability Retirement application?  Does the U.S. Office of Personnel Management “read into” a Federal Disability Retirement application, somewhat like a mental telepathist, and “know” that the Federal or Postal employee expects a denial? No.  But certainly the approach of how one compiles the evidence, guides the Office of Personnel Management in the roadmap of one’s Federal Disability Retirement application (by narrating a cover letter which is broad in scope, coherent in logical structure, and specific in discussing the attachments and their relevance, etc.), and provides a justifying legal basis for granting an approval — in a comprehensive compendium which provides a foundation to OPM to approve the case — is how one averts a defeatist attitude, and instead replaces it with a confident compilation of a catalogue of clarity (yes, one can get carried away with engaging in alliteration).

Remember that, in preparing, formulating and filing for Federal Disability Retirement benefits from the U.S. Office of Personnel Management, whether under FERS or CSRS, the important thing is to always begin with clarity; then, sift through and between that which is central as opposed to peripheral; and in the end, don’t act like an amateur — let the professionals handle it.

Sincerely,

Robert R. McGill, Esquire

Postal and Federal Disability Retirement: Regardless

It matters not for a bureaucracy, as to which Party occupies the executive or legislative branches of government (regardless — and we shall refrain from irritating those linguistic perfectionists who would vociferously object to inserting the term, “irregardless”, which is a meaningless but playfully interesting word, employing a double-negative and thus leaving one with the originating root word of “regard” — the bureaucracy of any administration will proceed uninterrupted).

A recent statement foretold of a truism before and after this election:  whoever wins, one thing will be certain:  government will continue to expand, and the bureaucracy will persistently chug along.

Often, people start, stop, or continue projects, initiate necessary actions, etc., based upon what someone else decides to do or not do, by depending upon an act or event outside of one’s control.  What one must understand, however, is that the bureaucracy of any government will continue to operate, regardless of any changes at the top.

As such, for Federal or Postal workers who are contemplating filing for Federal Disability Retirement benefits from the U.S. Office of Personnel Management, whether under FERS or CSRS, it is best to ignore outside, third-party actions, in preparing, formulating and filing for Federal Disability Retirement benefits.  To depend upon the actions of others outside of one’s control will only lead to frustration and loss of time.  Affirmatively prove your case, and file when it is time to file.

Sincerely,

Robert R. McGill, Esquire

Federal Disability Retirement: Different Approaches

In preparing, formulating and filing for Federal Disability Retirement benefits from the U.S. Office of Personnel Management, whether under FERS or CSRS, there are different approaches which one can take within the limited universe of available time which each Federal and Postal Worker possesses.

One approach is to fight every wording and each action which the agency undertakes or engages in.  A different approach is to ensure that the core and central foundation of one’s case is effective and — whether explicitly or implicitly — answers any of the collateral issues which may be brought up by the agency.

Thus, for example, if a medical narrative report effectively addresses all of the essential questions concerning a Federal Disability Retirement application, then whatever the agency attempts to argue or infer in an argument, concerning accommodations, light duty, or even adverse actions which have previously been imposed, will all become essentially irrelevant and immaterial, precisely because this is fundamentally a medical issue, and not an issue concerning who did what or tried what.

Much of what is within the purview and control of the Federal or Postal employee putting together a Federal Disability Retirement application is lost when the focus is unduly placed upon trying to correct, attack, or explain what the agency is doing.

By creating an excellent firewall of that which is within one’s own control,  the Federal Disability Retirement application that is prepared, formulated and filed by the Federal or Postal employee effectively answers anything and everything which the Agency may attempt to insert with a subversive motive.

Sincerely,

Robert R. McGill, Esquire

OPM Disability Retirement: A Different Approach

Insanity is sometimes defined as the repetition of behavior despite evidence to the contrary.  But if that is the accepted definition of insanity, most individuals would qualify and fit into the description.  For, security of habitual repetitiveness is what often drives the individual, and the common adage of trying to “think outside of the proverbial box” is something which is not natural to man.

In preparing, formulating and filing for Federal Disability Retirement benefits from the U.S. Office of Personnel Management, whether under FERS or CSRS, the repetition of OPM’s template, applied to hundreds, if not thousands, of denial letters to Federal and Postal employee applications for Federal Disability Retirement benefits, often requires a “different approach”.

Individuals who attempt to obtain a Federal Disability Retirement annuity without legal representation engage in the process at a stark disadvantage:  they leave the third rail — the legal argumentation — with a void.  For, whether the original application itself, or a response to a denial and engagement at the Reconsideration Stage, or an appeal to the U.S. Merit Systems Protection Board — being “inside” or “outside” the box, or taking a conventional approach as opposed to a “different” approach, the three rails of success must always include the medical documentation, the facts pertaining to one’s positional duties, and the legal basis for an approval.

Different approaches are fine; but regardless of which approach one takes, one must always have the foundational approach left intact, in order to build the (also proverbial) house on a solid footing, lest it fall and blow away as a house of cards.

Sincerely,

Robert R. McGill, Esquire

Medical Retirement for Federal Workers: The Veil of the Self-evident Case

A veil is an article of clothing which hides part or all of a person.  It is worn with the intention of concealing.  The history of Western Philosophy, from the time of Plato to the 20th Century writers such as Heidegger, is one encompassing the tension between reality and appearance, of concealment and revelation; in its simplest form, a struggle between truth and falsity.

Studies in psychology have shown how people often see what they desire to see, and self-justification is a force within man’s psyche which allows for actions beyond the moral sphere to be engaged in; for it is man who makes the law, and can provide the linguistic elasticity of rhetorical flourishes in order to abide by them.

In preparing, formulating and filing for Federal Disability Retirement benefits from the U.S. Office of Personnel Management, whether under FERS or CSRS, it is often the case that the Federal or Postal worker has entirely convinced and persuaded him or herself that one’s own Federal Disability Retirement application is “self-evidently” an eligible case.  But clearly there is a distinction between an “eligible” case and one of “entitlement”, where the former must be proven, and the latter merely applied for.  As to the former, in a Federal Disability Retirement application, one must prove by a preponderance of the evidence that one fits into the latter category.

Remember that a “veil” can do more than one thing — yes, it can conceal, but it can also deceive, and self-deception can be the result of placing a veil over one’s eyes.  For, as a veil can conceal from the perspective of the “other”, so it can hinder the viewpoint of the person it conceals.

The necessity of objectivity in preparing and formulating a Federal Disability Retirement application is almost always without question.  The fact that the Federal or Postal employee experiences the medical condition is not the basis for an automatic approval from OPM; far from it — it is the ability to prove a case which must be the deciding vehicle of a Federal Disability Retirement case.

Sincerely,

Robert R. McGill, Esquire

Disability Retirement for Federal Workers: The “Mixed Case”

The “Grab-bag” approach of annotating every medical condition on an Application for Federal Disability Retirement should be distinguished and differentiated from a “Mixed-Case” approach.  The former contains some unintended consequences (i.e., of being approved for a minor medical condition), while the latter is a formulation of multiple medical conditions, any one of which may be a basis for a Federal Disability Retirement application, but the combination of which will strengthen the case as a whole. 

By “Mixed-Case” does not necessarily include a mixture of psychiatric and physical conditions (although it might); rather, the conceptual term which is used here is meant to be a compendium of the primary medical conditions from which a Federal or Postal worker suffers, along with a descriptive narrative of the symptoms which are manifested. 

By preparing, formulating and completing an Applicant’s Statement of Disability (SF 3112A) in this manner, it satisfies the concerns which lead to the “Grab-bag” approach, but prevents the danger of having a Federal Disability Retirement application approved based upon a “minor” medical condition, by conceptually differentiating between diagnosed medical conditions v. symptoms, while at the same time including all of the medical conditions relevant to one’s Federal Disability Retirement application under FERS or CSRS.

Sincerely,

Robert R. McGill, Esquire

Federal Worker Disability Retirement: The “Grab-bag” Approach

In preparing, formulating, and filing a Federal Disability Retirement application under FERS or CSRS, there is always the question of which medical conditions to include in the Applicant’s Statement of Disability (prepared on SF 3112A).  One approach which many Federal and Postal employees take (which, in my opinion is the wrong one to embrace), is to name every medical condition, symptom and suspected symptom one has suffered from, or is suffering from.  This might be characterized as the “shotgun” or “grab-bag” approach. 

One must be sympathetic to this approach, of course, if only because of the following reason:  OPM regulations and case-law supports the position that once an application for Federal Disability Retirement benefits has been filed with the Office of Personnel Management, a Federal or Postal employee cannot amend or add any further medical conditions without withdrawing the application and re-filing. 

Thus, a Federal or Postal employee who prepares and files an application for Federal Disability Retirement benefits is “locked into” what is stated on one’s SF 3112A.  Because of this, many Federal and Postal employees who prepare the application without the assistance of competent legal representation will take the “grab-bag” approach of listing every possible medical condition known to man. 

While this may seem like a reasonable, “safe” approach to take, remember that such an approach can have unintended consequences:  Upon an approval of the Federal Disability Retirement application, the approval letter may approve the Disability Retirement application based upon a minor medical condition which you no longer suffer from.  This, of course, can have negative consequences down the road.

Sincerely,

Robert R. McGill, Esquire

OPM Disability Retirement: The Perspective from the Office of Personnel Management

In effective argumentation, persuasion, written memoranda, oral presentation, and the entire spectrum of attempting to convince the “other side” of the validity, force, appropriateness, and viability of any administrative or legal filing of any nature, it is often a useful tool to attempt to view an issue from that “other” perspective.

Remember that, in filing a Federal disability retirement application under FERS or CSRS, it is good to consider the fact that the OPM representative who will be reviewing your particular application, merely sees your application as one among hundreds of files assigned to him or her. With that in mind, the essential question becomes: How can my particular application, as one among many, be reviewed in such a way that it “stands apart” so that it will be quickly approved? If you ask that question, or any variation of such a question, then you may be taking a wrong approach.

Remember that filing for disability retirement under FERS or CSRS is not like applying for a job; you are not filing a resume that needs to stand out; rather, it is often best if your particular application is nothing more than a “run of the mill” application — with strong, unequivocal and irrefutable medical evidence, along with strong legal arguments to support your case. Yes, of course your Applicant’s Statement of Disability should explicitly describe the human condition of medical disablement; yes, the “nexus” between your medical condition and your job should be carefully constructed; but no, your application should not necessarily “stand out” as uniquely different — for such an application will often be viewed as “suspicious” and “over-stated”, and may well lead to not just a first viewing, but a re-viewing, and a possible denial

Sincerely,

Robert R. McGill, Esquire