Category Archives: SF 3112A Applicant’s Statement of Disability for CSRS and FERS

FERS Disability Retirement Help: Standard Forms

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Remember that Standard Forms are produced with the intent of having you believe that you are constrained by the questions as posed, by the space as constrained, and by the language as restricted.

Nothing could be further from the truth.

All forms, including governmental standardized forms, are merely inquisitive templates requesting information.  If the form fails to ask the proper question, or does not pose a question such that it does justice to your particular situation or problem, then you should freely ask the question you believe should be asked, on a “continuation page”, or in an addendum created by you or your Federal Disability Retirement Lawyer.

In FERS Disability Retirement claims, this is especially true of Standard Form 3112A (Applicant’s Statement of Disability).  Instead of answering only the constraining questions as posed within the framework of the form, it is often appropriate to add another page and create, and subsequently answer, relevant questions which are neither posed nor implied by the Standard Form.

This is not to say that the applicant should abuse the process by adding irrelevant questions; rather, it is to allow for the “full story” of a FERS Disability Retirement application.

Sincerely,

Robert R. McGill, Esquire

OPM Disability Retirement: Applicant’s Statement & Essential Elements

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When an applicant for FERS Disability Retirement benefits begins to craft his or her Applicant’s Statement of Disability, certain foundational questions must be considered before composing the historical, emotional, substantive and impact-descriptive narrative.  For instance, to the legal criteria, to be eligible for Federal Disability Retirement benefits, one must show that one’s medical conditions prevent one from performing one or more of the essential elements of one’s job — the initial and most foundational question obviously is:  What are the “essential elements” of one’s job?

Now, that may seem like a simple — even simplistic — question.  One needs only to look at the official position description and pick out the major factors of the position.

If only it were that easy.  For, there are many “implicit” essential elements which are not explicitly stated, and it is often those unspoken, “un – described” elements, which are directly impacted by one’s medical conditions and disabilities, which must be creatively woven into the narrative of one’s written statement.  Always remember to take care of the “foundational” issues first; thereafter, the narrative can extrapolate from the major factors of the position description.

Sincerely,

Robert R. McGill
OPM Disability Lawyer

 

Federal & Postal Service Disability Retirement: How Many Should Be Listed (Part 2)?

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The listing of the medical conditions in a Federal Disability Retirement application, as it is descriptively written on the Applicant’s Statement of Disability (SF 3112A) for FERS & CSRS disability retirement, to be submitted to the Office of Personnel Management, is a separate issue from the creative description of the symptoms which the applicant experiences as a result of the identified listing of the medical conditions.  Thus, a distinction should be made between the “official” diagnosed medical conditions (which should be limited in number, for reasons previously delineated) and the multiple and varied “symptoms” which result from the listed medical conditions.  Thus, while one may suffer from the medical condition termed as “Fibromyalgia”, the symptoms can be multiple:  chronic and diffuse pain; impact upon cognitive abilities, inability to focus and concentrate, symptoms which are often termed as “fibro-fog”, etc. 

When the Office of Personnel Management approves a Federal Disability Retirement application under FERS & CSRS and identifies the specific medical condition by which it is approved, it will identify the medical condition, and not the symptoms.  This distinction is important because, when an applicant prepares the narrative to show the Office of Personnel Management what he or she suffers from, the differentiation between conditions and symptoms is important to recognize when creatively and descriptively writing the narrative of one’s medical conditions.

Sincerely,

Robert R. McGill, Esquire

FERS Disability Retirement: How Many Should Be Listed?

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I am often asked the question:  How many medical conditions or disabilities should I list in my Applicant’s Statement of Disability (SF 3112A)?  This question is often preceded by another question and answer:  What are your medical disabilities (me to the caller)?  Answer:  I have about ten of them (caller to me).  Let me start out by giving some free advice:  Don’t list ten medical conditions.  Don’t list nine.  Don’t list eight.

When the Office of Personnel Management reviews a Federal Disability Retirement submission under FERS or CSRS, the OPM Representative will review your disability retirement packet until it is approved — and no further.  Approval comes about upon a finding that one of your listed medical conditions disables you from performing one or more of the essential elements of your job.  Now, sometimes OPM will find that a combination of 2 or 3 medical conditions disables you together:  meaning that OPM perhaps found that while a single one did not disable you under their criteria, a combination of two or three did.

Furthermore, it is important to understand that, because the medical conditions and disabilities upon which OPM makes their decision on will be the basis for future continuation of your disability retirement annuity (in the event that you receive a Medical Questionnaire in the future), it is important to limit the listing of one’s medical disabilities on the SF 3112A to those conditions which will likely last for more than 12 months.

Conclusion:  It is important to sequentially prioritize the medical disabilities, in the order of severity, chronicity and duration.  Further, it is important to NOT list the minor medical conditions which, while they may be aggravating, and have impacting symptoms, may not necessarily prevent one from performing the essential elements of your job.

Sincerely,

Robert R. McGill, Esquire

 

FERS Disability Retirement: Standard Forms Do Not Mean “Standard Responses”

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The problem with “Standard Forms” is that they often appear to solicit “standard responses”, and in a Federal Disability Retirement case under the Federal Employees Retirement Systems (FERS) or the Civil Service Retirement System (CSRS), nothing could be further from the truth.

Indeed, it is often because a Federal or Postal employee/applicant who confronts and begins to fill out SF 3112A, Applicant’s Statement of Disability, the very “blocked” appearance of the form, and the constricting questions themselves, makes it appear as if a “standard response” is required.  Don’t be fooled.

By way of example, take a “special animal” — that of a Federal Aviation Administration Air Traffic Controller who must take a disqualifying medication, loses his or her medical certification from the Flight Surgeon, and thinks that filing for Federal Disability Retirement benefits is a “slam dunk”.  Nothing could be further from the truth.  Or, a Customs & Border Patrol Agent who goes out on stress leave, or suffers from chronic back pain.

Are there “standard responses” in filling out an Applicant’s Statement of Disability?  There are certain standard “elements” which should be considered in responding to the questions, but don’t be constricted by an appearance of “standard responses” to a “standard form”.

Sincerely,

Robert R. McGill, Esquire

The Applicant’s Methodology during Federal Disability Retirement Filing

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OPM’s methodology is important to understand in preparing a Federal Disability Retirement application. Such understanding of the methodology, however, must be for a singular purpose: to refine the methodology of the applicant in preparing a disability retirement application. Thus, lessons learned must be lessons applied. An applicant must not be overly general in listing and describing the medical conditions.

The list of medical conditions should be in the order of their severity. The list should not be a “laundry list”, but each medical condition should clearly be significant, to the point where a “nexus” can be described between the particular medical condition and one of the essential elements of one’s job.

Finally, an applicant should not overstate the severity of the medical condition described; rather, the supporting medical documentation should support the claims of the applicant in every detail, in every essential respect, and in every significant aspect. The applicant’s statement must have integrity, and must accurately reflect the truth of the applicant’s medical condition. If this is done properly, one’s application for disability retirement should be approved at the first stage of the process.

Sincerely,

Robert R. McGill
Federal Disability Lawyer

 

Common Mistakes in Filing for CSRS & FERS Disability Retirement (Part III)

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Words are peculiar animals; they are meant to convey meanings through stringing together, creating conceptual models, images, descriptive thoughts.  Thus, one would think that the greater quantity of words would lead to a greater level of thoughts conveyed, images created, etc.  However, what often happens (a common mistake found in unrepresented applicants who file for disability retirement under FERS & CSRS) is that there is a ‘fatigue factor’ by the reader: in this case, the reviewing person at the Office of Personnel Management.
People often either overstate his or her medical disability, or tend to think that pages and pages of a stream-of-consciousness narrative about one’s medical conditions will persuade the reviewer of the seriousness of the medical condition.  Neither are necessary.  Let the medical condition itself speak to the seriousness.
The applicant does not need to overstate it; and a voluminous narrative only points out and emphasizes a suspicion that there is some underlying reason as to why you feel the need to explain yourself so much.  Use of words is a ‘balancing act’ — using the right words; explaining the right amount; creating the right string of thoughts and images.  An effective disability retirement application must find the right balance of all of these elements.

Sincerely,

Robert R. McGill, Esquire