Federal Employee Disability Retirement from the U.S. Office of Personnel Management: Procedural Hurdles

Bureaucratic complexities have become a part of everyday life.  When societies become entrenched in administrative procedures, where the process itself is paramount over the substantive goals intended to achieve, and the proper filing of standard forms cannot be ignored lest the conformity of all is undermined by the exception of the singular; then, it is declared that progress has been made, the height of civilization has been achieved, and the pinnacle of human inventiveness has been reached.

Whether one agrees with the satire of bureaucratic conundrums or not, the reality is that the inherent complexities of government must be contended with, and attempting to subvert or otherwise evade the necessity of completing standardized procedural methodologies is an act of futility bordering on rebellion.

For injured/ill Federal employees and Postal Workers who must consider filing for Federal Disability Retirement benefits, whether one is under FERS or CSRS, or even CSRS Offset, the importance of overcoming procedural hurdles cannot be overstated.  SF 3112A, SF 3112B, SF 3112C & SF 3112D must be completed for all Federal and Postal employees filing for Federal Disability Retirement benefits, whether one is under FERS, CSRS or CSRS Offset; and for FERS Federal and Postal Workers, one must also complete SF 3107 (as opposed to SF 2801 for CSRS & CSRS Offset Federal and Postal employees).

And, while there are ways to provide additional addendum information beyond that which can fit within the neat spaces provided on the standard forms themselves, nevertheless, it is necessary to follow the rules and abide by the bureaucracy of conformity.  Yes, administrative hurdles are a headache and a difficulty to overcome; but, no, you cannot ignore them, as the reality of administrative and bureaucratic headaches is a constancy we must live with in a society deemed to be the pinnacle of human achievement and progress.

Sincerely,

Robert R. McGill, Attorney

 

Early Retirement for Disabled Federal Workers: Essential Elements

In preparing, compiling, formulating and filing a Federal Disability Retirement application under FERS or CSRS, one must prove by a preponderance of the evidence (a legal standard which has been set by statute) that a Federal or Postal worker who has a minimum of 18 months of Federal Service (under FERS) or 5 years (under CSRS) suffers from a medical condition such that the medical condition prevents one from performing one or more of the essential elements of one’s particular kind of job. 

The concept of “essential elements” is variously defined and expanded upon by court cases, but one way to identify the “core elements” of a particular job is to review the position description, and to extrapolate from the official description of the job.  Another place, of course, is the Agency’s performance review, which will often identify the core elements. 

One should never overlook the obvious, in addition to that which is identified in the position description — the fact that one is required according to the position to work full time; to be “on site” for many jobs (thereby precluding tele-commuting as a viable permanent accommodation); and certain other inherently obvious elements which are often mentioned in passing — such as sitting for long periods of time (a sedentary position); being required to stand or walk for extended periods of time; and other such “essential elements” which make up a position, and are inherently required by the very nature of the job.  Those “obvious” but often unmentioned essential elements are notable for the fundamental requirements of being able to successfully perform a job.  They should not be overlooked.

Sincerely,

Robert R. McGill, Esquire

Disability Retirement for Federal Government Employees: Priority and Importance

In preparing a Federal Disability Retirement application under FERS or CSRS, it is important to always distinguish between two conceptual paradigms:  priority of an issue, and the importance of an issue.

While gathering the proper evidence and substantiating medical documentation is of importance, it should not be the priority.  The priority — that which should precede another — should be to take care of the medical condition itself (i.e., to get the proper treatment modalities, to undergo the necessary diagnostic tests, to follow the treatment regimen of the doctor, etc.).

At some point, of course, the question will arise:  Is it time to consider filing for Federal Disability Retirement under FERS or CSRS?  Can I continue to work at my job?  Is my job performance suffering?  At that critical juncture, then the issue of importance may arise.  While priority has to do with that which is first in a series of issues, the concept of “importance” can entail multiple issues all at once.

Once the question of “whether” is answered in the affirmative, then one must begin to approach the doctor for his or her support; to begin to annotate how the medical condition is impacting one’s ability/inability to perform the essential elements of one’s job, etc.  All throughout, of course, the priority of getting the proper medical care is paramount.  Everything else is secondary, but other things can concurrently be of importance.

Sincerely,

Robert R. McGill, Esquire

CSRS & FERS Disability Retirement: The Right Questions

Often, a person who is contemplating filing for Federal Disability Retirement benefits under FERS or CSRS doesn’t know the “right question” to ask in order to make a proper decision.  Because a medical condition often leaves a person with daily and profound fatigue  (both physical and cognitive), it is enough just to get through the day, come home and attempt to recuperate and regain enough strength to try and make it back to work the next day.  Then, of course, there are the financial worries — whether or not the disability annuity will be enough to support a family; whether a person will be able to supplement his or her income with a part-time job in this tough economy; or whether Social Security Disability benefits can be approved and, even with the offset, allow for enough income for some semblence of financial security. 

All of these questions — or concerns — are clearly legitimate ones, and provide a good foundation for determining the viability for filing for Federal Disability Retirement benefits under FERS or CSRS.  But there are others, also:  What will happen if you don’t file for disability retirement benefits?  Will you be placed on a PIP?  Will you receive an unsatisfactory performance rating?  Will you last until retirement age?  If you last until retirement age, will you have the health necessary to enjoy your retirement?  Is it time to start a small business venture in this tough economy, and if so, when the economy begins to recover, will your small business grow with a growing economy?  Will your supervisor support your extended absences or over-use of sick leave for much longer?  Is the work that is getting backed up placing more pressure on you, such that it is exacerbating your medical condition further?  Think through the questions seriously.  It may be time to file for Federal Disability Retirement benefits under FERS or CSRS.

Sincerely,

Robert R. McGill, Esquire