Tag Archives: Tips and tricks for the filling out the Applicant’s Statement of Disability

CSRS & FERS Medical Disability Retirement: Verbosity

The word itself has an effective resonance — similar in tone and texture to “grandiloquence”, which implies a flourish of rhetorical verbosity; and if one were to combine the two, as in the sentence, “He spoke with verbose grandiloquence,” one need not say anything more about the subject, but the statement says it all.

Verbosity does not necessarily carry a negative connotation, for excessive use of words does not logically entail ineffectiveness.  For instance, if one is attempting to kill time for a greater purpose (e.g., a lecture to the entire police department personnel while one’s co-conspirators are robbing a bank), being verbose (and while at the same time, being grandiloquent) may have a positive benefit.

On the other hand, being either verbose or grandiloquent which results in providing too much peripheral information, or information which may ultimate harm the essence of one’s foundational purpose, may in fact lead to unintended negative consequences.

Thus, in preparing, formulating and filing for Federal Disability Retirement benefits from the U.S. Office of Personnel Management, whether under FERS or CSRS, one must of course engage in the narrative prose — through medical reports and records; through crafting and submitting one’s Applicant’s Statement of Disability.  In the course of the narrative statement of one’s disability, it is often the case that Federal and Postal Workers will tend to be “verbose”. But purposeful verbosity is the key.

Choose the words carefully.  And make sure that, if along the way, you are also being grandiloquent, try not to be bombastic at the same time.  Imagine that sentence:  “He spoke with a bombastic, verbose grandiloquence.” That says everything.

Sincerely,

Robert R. McGil, Esquire

FERS & CSRS Disability Retirement for Federal and USPS Workers: Independent Entities

If Federal agencies were created with the proverbial single “stroke of the pen”, all at once, in unison and coordinated intersections of thoughtful complexities, then of course there would be a lack of overlap, duplication and repetition. The essence of efficiency is precisely to limit duplicative efforts. But then, some would perhaps say that it is an inherent self-contradiction to assert that Federal agencies can both be coordinated as well as efficient.

In the disability compensatory systems impacting Federal and Postal workers, there are multiple “pockets” which the Federal and Postal worker can be eligible for, given the right qualifications and by meeting certain threshold criteria. Under FERS, the system of retirement and disability retirement was fairly well-planned (and, again, some would say that such planning was a historical first, in many ways), in that it envisioned a coordination of benefits between the retirement system and Social Security. That is precisely why, in filing for Federal Disability Retirement benefits under FERS, the Federal or Postal employee must also file for Social Security Disability Insurance benefits sometime during the process.

Then, of course, there are a multitude of other programs and agencies, such as VA benefits (for Veterans of the military services) and OWCP/FECA, for “on-the-job” injuries. Each are independent entities, created for specific purposes, goals and targeted personnel.

Over the years, the Courts, and specifically the U.S. Merit Systems Protection Board, have somewhat “clarified” the interconnecting impact of a decision from one independent agency upon the decision-making process of another, and such decisions should be used in arguing one’s Federal Disability Retirement case.

Benefit coordination, offsets and simultaneous filings aside, how one utilizes the decision of one administrative agency in preparing, formulating and filing for Federal Disability Retirement benefits from the U.S. Office of Personnel Management, whether under FERS or CSRS, is an important component in reaching the goal of a successful Federal Disability Retirement application.

Sincerely,

Robert R. McGill, Esquire

Federal Disability Retirement: SF 3112A, the Applicant’s Statement of Disability

Each genre retains its own internal customs, traditions and acceptable characteristics which, in their idiosyncratic ways, defines for itself why the specific genre is distinctively different from another.  Content, length, volume, and literary mechanisms may be acceptable within certain defined parameters; a recent biography by Edmund Morris attempted to utilize a literary artifice which, by most accounts, was not well-received within the genre.  

In preparing, formulating and filing for Federal Disability Retirement benefits from the U.S. Office of Personnel Management, whether under FERS or CSRS, one must first and foremost understand the “audience” to which the Federal or Postal employee is “writing” to, and thereby custom-fit the “genre” of the writing.  

The reviewing clerks at the Office of Personnel Management have dozens, if not hundreds, of files from Federal and Postal employees.  At the First and Reconsideration stages of the process of filing for Federal Disability Retirement benefits from OPM, the reviewing clerks must sift through the case-file by analyzing the medical documentation submitted, and most importantly, the Applicant’s Statement of Disability as reflected in SF 3112A.  A Dickens-like autobiographical background is not needed, and will likely be ignored.  A mere listing of the medical conditions, while short and to the point, will likely be insufficient.  Thus, the old adage:  neither too hot, nor too cold.  Somewhere in the middle is the proper “genre” to apply.  

As for the specific characteristics of an effective submission, a general comment:  Stay on point; connect the dots between one’s medical conditions and the positional requirements; and don’t bore the reader.

Sincerely,

Robert R. McGill, Esquire

Federal OPM Disability Retirement: Answering the Question Is Merely the Beginning

The question itself is obviously the starting point; however, whether answering the question is enough, presents a greater problem.

In any arena of law, the wider context of legal requirements will include the statutory authority upon which regulations and standard governmental forms are based upon; then, there are case-law opinions of judges — in the area of Federal Disability Retirement, this would include the administrative opinions of the Merit Systems Protection Board, both at the Hearing level, as well as from a Petition for Full Review; and further, Court opinions from the U.S. Court of Appeals for the Federal Circuit.

In preparing, formulating and filing for Federal Disability Retirement benefits from the U.S. Office of Personnel Management, whether under FERS or CSRS, one must obviously complete multiple Standard Forms. Chief among the forms is the “Applicant’s Statement of Disability“, or otherwise identified as SF 3112A.  There are multiple questions requesting information about one’s medical condition and the impact upon one’s ability/inability to perform the essential elements of one’s job.  The questions may seem straightforward enough; the answers can be; but the greater conundrum is whether completion of answers to such questions will be adequate in proving, by a preponderance of the evidence (which is the legal standard in meeting the adequacy of proof in a Federal Disability Retirement application, whether under FERS or CSRS) one’s eligibility for Federal Disability Retirement benefits.

It is precisely because there is a greater context of legal expansion in the laws governing Federal Disability Retirement, that merely answering the questions represents a beginning point.  In other words, we meet head-on the age-old distinction between that which is necessary, as opposed to what constitutes sufficiency in order to satisfy the criteria.

Sincerely,

Robert R. McGill, Esquire

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

FERS & CSRS Disability Retirement for Federal and USPS Workers: Pragmatism

The practice of the philosophical school of “Pragmatism” is what many Americans associate themselves with — precisely because America was, and continues to be (as of late, anyway), a country which invents, manufactures, creates, etc., and prides itself on its technological “forward-thinking” ways.

Pragmatism is a uniquely American philosophical approach — one in which William James (an American) had an influence upon, where the methodology of determining truth consisted in the combination of the correspondence theory of truth and what he considered a “coherence” theory of truth, where not only did a given statement need to have a correspondence with the physical world, but moreover, the entirety of the statement had to “cohere” with other statements asserted.  Pragmatism is an “applied” approach.

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 always important to remember the “nuts and bolts” of putting together a Federal Disability Retirement application.  In other words, one must take a very “pragmatic” approach to the entire administrative process.

From dealing with doctors who may be skeptical about his or her ability to relate a medical condition to one’s positional duties in the Federal government or in the Postal Service; to making sure that the Human Resources department assists in processing the Federal disability retirement application; to writing an effective and compelling Applicant’s Statement of Disability — these are all considerations where the subject of the application — the very person who is suffering from the medical condition — must set aside the anxieties, frustrations and fears, and set about to pragmatically put together an effective Federal Disability Retirement application.

As “pragmatism” finds its roots in the Greek word pragma, from which we get the words “practical” and “practice”, so it is important to consult with those who have the experience in the very practice of Federal Disability Retirement law.  Indeed, coherence and correspondence are two traits which the Office of Personnel Management looks for in a Federal Disability Retirement application.  William James would have been a good lawyer for Federal Disability Retirement law.

Sincerely,

Robert R. McGill, Esquire