Medical Retirement for Federal Workers: Agency Human Resources

Ultimately, of course, as has been stated mundanely by many sources, the most valuable “human resources” which any company, Federal, state or local agency possesses, are the employees which perform the essential elements of all of the myriad of jobs and duties required in order to accomplish the mission of the entity.

In preparing, formulating and filing a Federal Disability Retirement application under FERS or CSRS, if the Federal or Postal employee has not been separated from Federal service for more than thirty one (31) days, the entire Federal disability Retirement packet must be submitted through the agency Human Resources office, whether at the local level or the district level, for further processing before being forwarded to the Office of Personnel Management.

Even if the Federal or Postal worker has been separated from Federal service for over thirty one (31) days, the agency H.R. Office still must prepare and complete certain forms for submission to the Office of Personnel Management (e.g., the Supervisor’s Statement — SF 3112B — as well as the Agency Certification of Reassignment and Accommodation Efforts — SF 3112D; Certified Summary of Federal Service, etc.).

Whether, and to what extent, the Human Resources Office is helpful in assisting the Federal or Postal employee in preparing, formulating and filing a Federal Disability Retirement application under FERS or CSRS is always up in the air. The feedback received over many years is one of uncooperative neutrality, at best, and open hostility at worst.

Exceptions to such an observation have certainly been encountered, with a satisfying sense of appreciation that, indeed, some individuals recognize that when the time comes that a Federal or Postal employee must by necessity file for Federal Disability retirement benefits under FERS or CSRS, that is NOT the time to abandon the dictum that employees still “count” even though the worth of their work may have been somewhat (and temporarily) diminished.

A constancy of treating the Federal or Postal employee, at any stage of one’s career, is the key to fostering the loyalty of the workforce. Just a thought.

Sincerely,

Robert R. McGill, Esquire

Medical Retirement for Federal Workers: Basic Steps

In preparing, formulating and filing a Federal Disability Retirement application under FERS or CSRS, it is often helpful to know the basic, physical procedural steps of filing.  It is the Office of Personnel Management which has the statutory mandate to make a decision of approval or denial on a Federal Disability Retirement application under FERS or CSRS.

The Office of Personnel Management (OPM) is located in Washington, D.C., with its intake office in Boyers, PA.  Thus, while the latter location is the central processing point where all Federal Disability Retirement applications are forwarded to by the various Agencies across the country, it is the former location which makes the decision of approval or denial on all Federal Disability Retirement applications.  

The various agencies themselves, from all across the United States, must process the applications by all current Federal and Postal employees by filling out certain portions of the application — the Supervisor’s Statement, Agency’s Efforts for Reassignment and Accommodation, Certificate of Service, Disability Retirement checklist, etc.  For Postal employees, the central H.R. Office is located in Greensboro, N.C.  

Once it is processed and routed through the National Finance Office, then it arrives in Boyers, PA where the initial processing of the Federal Disability Retirement packet begins.  From there, it is assigned a CSA Number (for FERS, the number begins with an “8”; for CSRS, it begins with a “4”), and sent down to Washington, D.C.  

For Federal or Postal employees who have been separated from Federal service for 31 days or more, the Federal Disability Retirement application must be filed directly with OPM in Boyers, PA, bypassing one’s former agency.

Some Agencies will have more localized Human Resources departments which comprise varying degrees of helpfulness and assistance; others have centralized H.R. offices with (again) varying degrees of efficiency and effectiveness.  As with all administrative processes in life, it is best to make “human” contact at each stage of the process, wherever possible.

Sincerely,

Robert R. McGill, Esquire