CSRS & FERS Disability: An Art Form (Part I of II)

As with all effective submissions — pleadings, motions, legal memorandums and, alas, Federal Disability Retirement applications — it should never be approached in a mechanical, one-to-one ratio-like, mathematical manner.  Of course it should contain the technical terms, the medical terms, and the legal arguments.

However, disability retirement under FERS & CSRS — especially the Applicant’s Statement of disability and any legal arguments — should not be matter of matching up a one-to-one correspondence between the medical condition and the particular essential elements which it prevents or impacts.

Certainly, the effect and the conclusion should contain that conceptual correspondence; however, as all good writing contains a technical side, it is also important to weave the story of the human condition and see the writing as an “art” form.

The impact of the human story is important in convincing and persuading the OPM representative to not only understand the medical condition, but to get a sense of empathy for what the applicant is going through.  It is a delicate balance to achieve; yes, the hard legal arguments should be made in order to “force” OPM to see that, legally, they are obligated to approve a disability retirement application; at the same time, if you can touch the empathetic nature of the OPM representative, so much the better.


Robert R. McGill, Esquire


See also: ”An Art Form (Part II)

Federal OPM Disability Retirement: The Simplicity of the Complex

It is not the forms which make it complex — although, the instructions which accompany the filling out of the Standard Forms make it appear more convoluted than necessary.

Federal Disability Retirement for FERS & CSRS employees of the Federal Government and the U.S. Postal Service is actually quite simple in conceptual terms, and in the process of attempting to win an approval from the Office of Personnel Management, we encounter the complexity of the entire administrative process, thereby overlooking the simplicity of the actual law underlying the process.

That is why it is often a good idea to periodically pause and “go back to basics” before moving forward on a disability retirement application.  As stated multiple times, disability retirement is essentially the linking of a “nexus” between one’s medical conditions, and one’s Federal or Postal position.

By “linking” is meant the following: Does the medical condition from which one suffers prevent one from performing one or more of the essential elements of one’s job?  If the answer to the question is “yes”, then you have passed the preliminary, fundamental, preconditional question.  The next question, or series of questions, of course, include the following: Do you have the minimum of 18 months of Federal Service (for CSRS individuals, 5 years)? Do you have a supportive doctor? Will your medical condition last for at least 1 year?

These are just some of the basic, preliminary questions to ask, before considering the option of filing for Federal Disability retirement benefits.  The questions and answers themselves are simple; as one gets more and more involved in the process, they become, in combination, procedurally and substantively a complex issue of meeting the legal criteria for approval.

Underlying it all is a simple conceptual basis; the complexity comes in applying the law.


Robert R. McGill, Esquire

OPM Disability Retirement: Agency Supervisors & Their Responsibility

Agency Supervisors possess powers which can be easily misused.  As such, the Supervisor who must fill out a Supervisor’s Statement — Standard Form 3112B — for the disability retirement applicant, must do so with care, integrity, and a sense of reasoned perspective and fairness.  “But I’m only telling the truth of what I believe,” is often the justification of a Supervisor who deliberately inserts damaging, self-serving and derogatory remarks on the Supervisor’s Statement. But such “truth” goes beyond the proper role of a Supervisor.

Indeed, it is often helpful to discuss the content of intended remarks and statements with the Federal or Postal employee first. Such consultation provides a true and balanced opportunity — a field of fairness and a reasoned perspective — to ensure that a Supervisor is indeed being fair, balanced, and neutral, and not allowing for any personal “feelings” of acrimony or animosity to dilute and pollute a fair appraisal of an employee’s performance, conduct, and impact upon the Agency’s purpose, mission, and goals intended and accomplished.

For, ultimately, a Supervisor’s Statement is not about what a Supervisor’s “belief” is; it is not about whether the Supervisor likes or dislikes a Federal or Postal employee; rather, it is supposed to be a balanced, objective perspective delineating the impact of a Federal or Postal employee’s performance or conduct, relative to his or her medical condition and the ability of that employee to perform the essential elements of a job.


Robert R. McGill, Esquire