Federal Employee Medical Retirement: The Importance of Logical Sequence

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 important to recognize the logical “sequencing” of the Standard government forms to be submitted.

While the SF 3107 series (including Schedules A, B & C) and SF 2801 series (for CSRS employees, and also including Schedules A, B & C) may generally request personal and professional information of a rather innocuous nature (of course, one may argue that no amount or substantive form of information provided to the Federal government should be considered as such, but that is another issue altogether), the Federal/Postal Standard Forms which both FERS and CSRS must complete — the SF 3112A, SF 3112B, SF 3112C, and SF 3112D (yes, I know, there is a SF 3112E, but that is merely a checklist for the Agency to fill out; although, on SF 3112E is the very justification that proves that SF 3112C is not a necessary form, but rather to be used as an intermediate vehicle in order to obtain the necessary medical documentation for a Federal Disability Retirement application) — should be done so in a proper, logical sequence.  

Obviously, if one is going to utilize the “Physician’s Statement” (SF 3112C) in order to have the doctor provide the justifying foundation for a Federal Disability Retirement application (which, incidentally, the undersigned attorney would advise against), then that should probably be the first and primary Standard government Form to begin with.  It will likely intimidate the treating doctor, and perhaps even confuse the issue; but from a logical standpoint, that would be the one to begin with.  But then, logic and sequence is not of paramount importance in the Federal government; just take a look at the fiscal mess we are in to understand such a sentiment.

Sincerely,

Robert R. McGill, Esquire

Medical Retirement Benefits for US Government Employees: The Purpose of Standard Forms

Standard Forms represent the Federal Government’s attempt to streamline and create efficiency.  For FERS & CSRS employees who are seeking to obtain Federal Disability Retirement benefits from the U.S. Office of Personnel Management, a compilation of Standard Government Forms will have to be completed.  

Obviously, this will not be a surprise to the Federal or Postal employee, inasmuch as such an encounter with the requirement of completing Standard Forms is a necessary evil during the course of any Federal or Postal career.  However, the difference in the case of filling out the Standard Forms for purposes of applying for Federal Disability Retirement may be encapsulated in a cautionary remark:  it is not just “information” which the Office of Personnel Management is seeking; it is also a particular kind of “proof” which, if not met, will result in a denial of a Federal Disability Retirement application.  

Thus, while SF 3107, and Schedules A, B & C (for FERS employees), and SF 2801 and Schedules A, B & C (for CSRS employees) may be the vehicles for providing basic personal information (e.g., name, address, agency for whom one works, etc.); it is the second series of SF Forms — 3112A, 3112B, 3112C & 3112D which seek to obtain information directly relevant to “proving”, by a preponderance of the evidence, one’s Federal Disability Retirement application.  

Remember the old cop-shows, where the officer says, “You have the right to remain silent, but anything you say may and will be used against you“?  The SF 3112 series should take that precautionary statement to heart.

Sincerely,

Robert R. McGill, Esquire