Disability Retirement for Federal Government Employees: The Pruning Mechanism

It is one of life’s anomalies that plants flourish and thrive with targeted pruning; too much dismembering, and the sap of life can wither; too little, and the nutrients required for new growth will be diverted to wasted areas of decay, thereby allowing for greater susceptibility to disease. As animals cannot regenerate new appendages (with some variable exceptions), so pruning of limbs is not recommended. But the term itself can imply metaphorical contents — of leaving behind and cutting off ties which harm; of terminating associations which contribute to the decline of one’s health.

The complexity of medical conditions will often bring to the fore questions of causation and exacerbations; and while stress is an inherent factor in almost every employment arena, and further, is not normally recommended in a Federal Disability Retirement application to be focused upon (see previous articles on work-place stress resulting in “situational disabilities“, which can defeat a Federal Disability Retirement application), nevertheless, it is an issue which any Federal or Postal employee contemplating preparing, formulating and filing for OPM Disability Retirement benefits, should consider carefully, seriously, and with deliberate intent.

It is ultimately the U.S. Office of Personnel Management which reviews, approves or denies all Federal Disability Retirement applications for Federal and Postal employees under FERS or CSRS; thus, unless one works for OPM, it is an agency separate from one’s own employing agency.

It is that agency — one’s own — which always must be considered for “pruning”. For, while the central issue in all Federal Disability Retirement applications is the nexus, or “bridge”, between one’s medical condition and the essential elements of one’s job; still, it is often a prudent thought to consider that “burning” one’s bridge is the penultimate act leading to a fruitful “pruning” — a mechanism sought in a metaphorical manner, to redirect life’s nutrients into more productive tissues for the future.

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

Federal Disability Retirement: Agency Overstepping

The Office of Personnel Management is the Federal Agency which reviews, evaluates and determines the eligibility of an applicant for Federal Disability Retirement benefits under FERS or CSRS.  The Applicant’s Agency — in whatever sector, department or facility — is supposed to help process the Federal Disability Retirement application, by filling out its required parts and answering certain fundamental questions.  For example, the Agency must determine whether or not it can “accommodate” an individual’s medical conditions, or reassign him or her to another position at the same pay or grade, and one which the applicant is qualified for.  Further, the Supervisor must complete a “Supervisor’s Statement” (SF 3112B) which provides certain information concerning the conduct, performance and attendance of the applicant, as well as any adverse impact which the applicant’s medical conditions may have had upon the Agency’s ability to complete its work and mission.  Where the Agency oversteps its authority, is when it deems itself to be the pre-judging entity in the place of the Office of Personnel Management.  The Agency neither has the authority nor the knowledge to be making a “recommendation” or a judgment on the viability of a Federal Disability Retirement application.  In the instances where it attempts to do so, it is overstepping its authority.

Sincerely,

Robert R. McGill, Esquire

Medical Retirement Benefits for Federal & Postal Employees: What the Agency Can Do

It is always striking (and suspicious, of course) when an individual tells me that his or her Agency has said that they will “OK” the Federal disability retirement application.  I always remind the individual that it is not the Agency; rather, it is the Office of Personnel Management which approvals or denies an application for Federal Disability Retirement benefits under FERS or CSRS. 

In many ways, the Agency attempts to assert for itself greater influence and impact than it really has.  I try and remind people all the time that a Federal Disability Retirement application is a medical retirement application — it is not an Agency retirement application; it is not a Supervisor’s disability retirement application; it is not up to the Human Resources’ Department of the Agency. 

The ultimate arbiter of the entire process is the Office of Personnel Management; and the criteria for eligibility is based upon a set of statutory requirements, which must be met by a preponderance of the evidence; and the overwhelming focal emphasis concerns the medical eligibility. 

Agencies are too often given too much credit for the success or failure of a Federal Disability Retirement application under FERS or CSRS.  In my view, the influence, input and power of an agency is almost always overstated.

Sincerely,

Robert R. McGill, Esquire