CSRS & FERS Medical Disability Retirement: The Audience

Knowing one’s audience is important in determining the content and manner of a performance, a submission, or a presentation.  Such knowledge allows one to tailor the level of sophistication and informational complexity in order to maximize the effectiveness of that which is being presented.  Certain assumptions can come into play in assessing the audience:  the level of intellectual sophistication; content-appropriate substantive determinations; certain preemptive issues and whether a given element needs to be addressed before it is brought up.

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 instructive that the Federal or Postal employee will formulate and put together a Federal Disability Retirement packet as if one’s own agency will be the deciding arbiter — and therefore an explanation of certain actions of the agency will be preemptively rebutted when no such explanatory delineation is necessary.

Yes, while it is true that if one has not been separated from Federal Service, or has been separated but not for more than thirty one (31) days, that the Federal Disability Retirement packet must be processed through the Agency Human Resources Department; and, yes, the agency itself does include its input through the completion of certain forms and insertion of additional information; nevertheless, the Federal Disability Retirement packet is decided by the U.S. Office of Personnel Management, and not by the agency for whom one works.

This minor distinction is important, for it will determine at the outset the perspective, tone and tenor of the Federal Disability Retirement application.  Knowing that the chip on one’s shoulder should be set aside because the audience is no longer the neighborhood bully, will go a long way in preparing an effective Federal Disability Retirement application.

Sincerely,

Robert R. McGill, Esquire

Postal and Federal Disability Retirement: Affirmative Proof

It is a single agency — the U.S. Office of Personnel Management, and specifically the Disability, Reconsideration and Appeals Division — which makes the determination on all Federal and Postal Disability Retirement applications.

It is not the agency (although the agency can provide some nominal assistance on some peripheral issues); it is not the U.S. Postal Service; it is not the Human Resources Department of the agency (the personnel of whom will often claim that they have processed “thousands” of such submissions and never had one rejected); and it is certainly not the H.R. Shared Services office of the U.S. Postal Service in Greensboro, N.C. — these are not the Federal or Postal entities which make a determination upon a Federal Disability Retirement application under FERS or CSRS.

In preparing, formulating and filing for Federal Disability Retirement benefits under either FERS or CSRS, it is the affirmative duty of the applicant — the Federal worker employed by a Federal agency; or the U.S. Postal Worker — who must prepare the case, formulate the content of the proof and arguments to be used; and ultimately file the case, either through the agency if the Federal or Postal employee is still employed or any separation from Federal or Postal Service has been less than thirty one (31) days; or, if the Federal or Postal worker has been separated from Federal Service for more than thirty one (31) days, then to file it directly with the U.S. Office of Personnel Management, and to do so within one (1) year of being separated from Federal Service.

The proof to submit must be affirmative — meaning, thereby, that it addresses each of the legal criteria necessary to be found “eligible” for Federal Disability Retirement benefits.  You cannot rely upon the agency, third parties or other entities to do this; it must be done by the particular “you”, or if the referential point is reversed, by the “I”, as in the Federal or Postal employee.

Sincerely,

Robert R. McGill, Esquire