Federal Disability Retirement: Wait-time Extended

The time which takes from the assignment of a case number in Boyers, PA, to a decision rendered by the U.S. Office of Personnel Management in Washington, D.C., has been extended.

Recent articles regarding this issue have been slow to reveal the underpinnings of this growing problem, but the coalescence of multiple factors is making for a mini “perfect storm” of sorts, including:  Budget cuts which have forced disallowance of overtime and further hiring of additional workers; slow response to a progressively impending problem in the past couple of years; the threat of furloughs which restricts options available for OPM to respond; internal moving of offices within the same building at OPM.

Service is the essence of the function of government; when the essential function of government begins to disintegrate, it becomes a reflection on a growing, greater problem.  For Federal and Postal workers who have worked tirelessly towards their day of retirement, and for those Federal and Postal Workers who have been hit with a medical condition such that Federal Disability Retirement benefits is an option which must be relied upon, any extension of time in processing the application for disability retirement is an added burden which places great financial and emotional pressure upon an already-dire circumstance.

Fair or not, the reality of an administrative nightmare is steadily growing.

The good news is that there is such an option as Federal Disability Retirement benefits, and one which is a progressive paradigm for a society which understands that medical conditions may impact the Federal or Postal Worker, but that such medical conditions need not mean that a person is totally disabled — merely that there is an inconsistency between one’s position and one’s medical condition.

The bad news is that the wait-time to obtain such benefits has been somewhat extended.  The solution?  Only that filing sooner than later will place one in the proverbial line of the bureaucratic turmoil, only to slowly march forward towards the desired end.

Sincerely,

Robert R. McGill, Esquire

Federal Government Disability Retirement: Another Year Passing

Because the administrative process of preparing, formulating, and filing — then waiting for a decision — a Federal Disability Retirement application with the U.S. Office of Personnel Management, whether under FERS or CSRS, can take several months for the Initial Stage of the bureaucratic procedure alone, it is important to plan ahead for the future.  

New Year’s eve, for Federal and Postal employees contemplating filing for Federal Disability Retirement benefits, is merely a reminder that another year has passed.  For those waiting for a decision from the U.S. Office of Personnel Management, it is another indicator of the frustrating wait which the potential Federal or Postal annuitant has been through, is going through, and must still endure.  And this is only for the “First Stage” of the process.  

The waiting time is extended if the Federal Disability Retirement application is denied at the First Stage, and must be appealed to the Second Stage of the process, or what is identified as the Reconsideration Stage of the process.  Then, of course, if it is denied by the U.S. Office of Personnel Management at the Second Stage, one has a right to appeal the case to the U.S. Merit Systems Protection Board.  

Waiting is a necessary part of the administrative, bureaucratic process of filing for Federal Disability Retirement benefits.  Filing soon after one has recognized that one’s medical condition prevents one from performing one or more of the essential elements of one’s job, is the only “cure” for the long wait. As with everything else, it is better to get in ahead of the line, and have someone help you with the process.

Sincerely,

Robert R. McGill, Esquire

Medical Retirement for Federal Workers: Extending the Bridge

In formulating a Federal Disability Retirement application under FERS or CSRS, it is always important to think of the “nexus”, or the bridge which one constructs between the positional duties of one’s job with the Agency, and the medical conditions which prevent the Federal or Postal Worker from performing one or more of the essential elements of those positional duties, as a continuum, as opposed to a singular event.

Thus, during the waiting period once the Office of Personnel Management assigns a CSA Number, and the issuance of a decision (whether an initial approval or a denial; if the latter, then one should obviously file a Request for Reconsideration within the allotted 30-day time period), there is always an opportunity to file additional and supplemental medical and other supporting documentation, in order to “extend” or reinforce that bridge.

Such documentation could include continuing treatment & office notes; any updated diagnostic testing results; any actions by the agency which would imply or otherwise reveal an increasing severity of the medical condition and the acknowledgment by the agency of the medical conditions, including the results of “Fitness for Duty” examinations, letter of proposed removal, withdrawing of medical certification, etc.; and other supporting documentation.

Of course, the general rule is that one cannot “add” to the identified medical conditions which one has established in the Applicant’s Statement of Disability (SF 3112A); however, one can reinforce and extend the strength of the bridge.

Remembering this distinction can help to solidify and exponentially increase the chances of an initial approval from the Office of Personnel Management, in the period of waiting for that decision.

Sincerely,

Robert R. McGill, Esquire

OPM Disability Retirement: Cycle of Patience

It is a common element, now, in a Federal Disability Retirement case to require patience in surviving the bureaucratic process, and while recognizing the cycle of the process does not make it any easier, understanding the entirety of the process can help one to prepare.  

There is initially the preparatory process, which is almost exclusively within the purview of one’s control — of preparing and formulating the Applicant’s Statement of Disability (SF 3112A); of obtaining the proper medical narratives and documentation (although, here, the time frame is obviously dependent upon the availability of the treating doctor to prepare the narrative reports) and any introduction of legal argumentation in support of the Federal Disability Retirement packet, etc.

Then, submission to the Agency takes it partially out of the control of the individual Federal or Postal applicant — although, because of the obvious employment connection to the Agency, the Federal or Postal employee can often make phone calls or other contact to attempt to persuade the expediting of the secondary bureaucratic process.  

Once it leaves the Agency Human Resources Department, or the greater Civilian Personnel Office, then it is out of the hands and control of the Federal or Postal employee entirely, and must wind itself through the bureaucratic maze and morass of the National Finance Office and the Office of Personnel Management.  OPM, like any other agency, is subject to seasonal delays based upon Federal workers who take vacations and time off — Christmas, New Years, Easter, and Memorial Day weekend/week, and throughout the months of June, July and August.  A week’s delay in a Case Worker’s assigned cases can exponentially quantify the delay-time, because upon return of the worker, there are other administrative functions which must be attended to which further compounds the ability to take up where he or she left off.  

Patience is a virtue; as such, Federal and Postal Workers must be the most virtuous of human beings.

Sincerely,

Robert R. McGill, Esquire

Postal and Federal Disability Retirement: Working while Waiting

Because of economic necessity, it is often advisable for Federal and Postal employees who are filing or have filed for Federal Disability Retirement benefits under FERS or CSRS to continue to work, to the extent possible, without damaging one’s health.  

Often, agencies will “accommodate” a Federal or Postal employee during the waiting process — utilizing the term “accommodation” in a loose sense of the word, and not in compliance with what the law requires in terms of the concept of “accommodation” for purposes of Federal Disability Retirement.  Thus, in the loose sense of the term, an Agency may temporarily accommodate a Federal or Postal employee with light duty work, suspension of one or more of the critical elements of one’s position (such as traveling, lifting certain heavy things, standing for extended periods of time, etc.), and that would be helpful to allow for the income to the Federal or Postal employee during the long administrative process.  

However, one should also be aware that, upon an approval of a Federal Disability Retirement application from the Office of Personnel Management, any back pay will be awarded only to the last day of pay — whether it is for a full week’s wages or for a dollar.  

Thus, since back pay for the first year will be at a rate of 60% of the average of one’s highest three consecutive years, it is wise to calculate and see whether the amount of work one is performing falls below the 60% mark.  If it does, then it might be prudent to go out on LWOP.  On the other hand, it may well be that economic necessity will dictate one’s decision and force the issue, and that would be fine — so long as one makes a decision on matters impacting Federal Disability Retirement benefits based upon full knowledge and comprehension of all of the relevant facts.

Sincerely,

Robert R. McGill, Esquire

Medical Retirement for Federal Workers: The Office of Personnel Management

The Office of Personnel Management (OPM) , located in Washington, D.C., is the agency which makes the decision on all Federal Disability Retirement applications, whether under FERS, CSRS or CSRS-Offset.  They are the responsible agency for the first two “stages” of the process of attempting to show eligibility and entitlement to a Federal Disability Retirement annuity.  By “stages” is merely meant the initial application stage of the process, as well as the second, “Reconsideration” stage of the process — where a Federal or Postal employee has the right to, within 30 days of an initial denial of a Federal Disability Retirement application, request that his or her case be “reconsidered”, and further have the right to submit any additional medical or other supporting documentation for review and consideration. 

If the case is denied a second time by the Office of Personnel Management, then the Federal or Postal employee who has filed the Federal Disability Retirement application, or the attorney representing the Federal or Postal employee, has a right to file an appeal to the Merit Systems Protection Board.  The Office of Personnel Management is taking quite a long time in making a decision on a Federal Disability Retirement application, and although they are attempting to get caught up with their workload, the volume of cases filed and received by OPM on a weekly basis has made such an attempt difficult.  As has been stated by this author many times, Patience is a virtue, and as such, Federal and Postal employees must be the most virtuous of all, because patience is what is needed to endure and survive the process.

Sincerely,

Robert R. McGill, Esquire

FERS & CSRS Disability Retirement for Federal and USPS Workers: Continuing Patience

It is difficult to be patient.  The Office of Personnel Management, in reviewing and evaluating each case, takes its time.  One can attempt to “read into” each day, as to whether the longer wait is more beneficial than a decision which is to be made in short order.  Calling to check on the “status” of the case can have a negative effect upon a decision, although it is not “supposed to” do so. 

Often, the response by OPM’s representative is that a decision will be made “this week” or “next week” or “by the end of the month”.  Time passes, and there is no decision.  These past couple of weeks, OPM has sent out many decisions that were long-in-waiting.  When the decision is a favorable one, then of course the burden of the wait is suddenly lifted.  When the decision is a denial, then the response is often one of anger, disbelief or discouragement.  Once the emotions are set aside, then one must accept the reality of further waiting.  Yes, patience is a virtue, and Federal and Postal employees must be the virtuous of all people.  But those are empty, vacuous and meaningless words when one must wait to see what the future holds. 

Sincerely,

Robert R. McGill, Esquire

CSRS & FERS Disability Retirement: The Office of Personnel Management

The Office of Personnel Management (OPM), the agency which reviews, approves or denies all Federal Disability Retirement applications for those who are under the Civil Service Retirement System (CSRS) or Federal Employees Retirement System (FERS), is taking an extraordinary amount of time in reviewing disability retirement applications.  This is true across the board — whether at the initial stage of the process, or at the Reconsideration Stage of the process. 

While certain individual appeals to “personal emergencies” can sometimes move an application ahead of others, the simple fact is that OPM is understaffed and overworked.  Patience is simply the only remedy, and the OPM representative will eventually get to a particular case in the order that it was received.  Now, the question as to whether a particular case is properly prepared such that it will get approved at the first review, is a separate question.  That is why it is important to prepare a disability retirement application properly, and well, at the first stage.  Because OPM is taking a long time before it is even reviewed, it is important to try and make your best case at the first stage.  However, by “best” does not necessarily mean a volume of medical records.

Sincerely,

Robert R. McGill, Esquire

OPM Disability Retirement: Reconsiderations

The Office of Personnel Management does not give a decision over the telephone.  At least, that is their stated policy.  They ask that you instead wait for their written decision, which will be “sent in the mail shortly”.  Sometimes, of course, either by the tone of the conversation or by some slip of the tongue, one can discern whether or not a Federal Disability Retirement application has been approved or denied.  But such “guessing” can be a dangerous endeavor to engage in, and as such, I follow the very policy of OPM and will not convey to my client any “internal thoughts” following upon any discussions with an OPM representative. 

First of all, I find that calling an OPM representative too often is counter-productive; they are overworked as it is, and repeatedly inquiring about the “status” of one of my cases only irritates them further, and there is always the danger of having it denied simply to get rid of it (aghast — can this possible ever happen?).  Second, I made the mistake many, many years ago of once telling my client that his/her case had been approved, when in fact it had been denied.  I learn from my mistakes.  Hopefully, my experiences gained from such mistakes have made me wiser today.

Sincerely,

Robert R. McGill, Esquire