COMPLETE PACKAGE. Overview of Service

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1 COMPLETE PACKAGE Overview of Service Of all the services I offer, the Complete Package provides the highest, mostcomprehensive level of support. If you choose this option, I will walk you through each step of the application process, item by item, and I will assemble and submit your final application package to the appropriate agency. For this service, I will be compensated at a flat rate. Who Would Benefit From This Service? Are you feeling completely overwhelmed? Are you finding the application process frustrating and confusing? Does your disability prevent you from being able to focus, concentrate, or write/type? If this describes you, then let me take the wheel. I can offer you expert assistance and guidance for each and every component of your claim. In fact, as described below, I actually draft several of the required documents on behalf of you and your medical practitioner as part of this service. Service Description 1. Standard Form (SF) 3107: Application For Immediate Retirement This 4-page form is non-disability specific in that it consists mostly of questions about your federal employment history and your postretirement benefits preferences. I will provide you a PDF-fillable copy of the form via with some initial instructions. You and I will then review the form together, section by section and item by item, to ensure that the information is accurate and complete. Once the document is finalized, I will provide you instructions for printing and mailing the original hardcopy to me for inclusion with your application package. 2. SF 3112A: Applicant s Statement of Disability I will draft this 2-page form on your behalf based on the information and documentation you provide me. This is your personal statement of

2 ! 2 disability. Not only is it imperative to describe the nature and severity of your disabling medical condition(s) accurately and completely, but it is also vital that SF 3112A is consistent with SF 3112C. In other words, there should be no discrepancies (i.e., facts, dates, etc.) between your statement and your medical practitioner s statement. Once drafted, you will have the opportunity to review SF 3112A and notify me of any questions, comments, concerns, corrections, or suggestions you may have. Once the document is finalized, I will provide you instructions for printing, signing, and mailing the original hardcopy to me for inclusion with your application package. 3. SF 3112B: Supervisor s Statement This 2-page form is completed by your supervisor. It contains questions about your attendance, performance, and conduct, which allows OPM to evaluate the degree to which your disabling medical condition(s) prevent(s) you from being able to perform your essential functions. Ideally, you and I should review this document before it is submitted to OPM so that we can identify (and request that your agency address) any errors, inaccuracies, or inconsistencies. However, depending on your employment status, we may not be able to obtain a copy of SF 3112B until after your disability claim has been submitted to OPM. Either way, I will thoroughly review every item of every section of SF 3112B and identify any language and/or information that is potentially harmful to your claim. If applicable, I will work closely with you and your agency to revise and submit the updated document to OPM. If your supervisor is unwilling to revise a potentially harmful statement, I will fully address the issue in your Cover Letter (see below). 4. SF 3112C: Physician s Statement The most important component of your disability claim, by far, is the statement provided by your medical practitioner. Without a strong, detailed testimonial from your practitioner, it is highly unlikely that OPM will approve your claim. I will draft the Physician s Statement on behalf of your medical practitioner based on the information and documentation you provide me. I will guide you through a series of questions that will allow me to gather all pertinent facts about your disabling medical condition(s). Depending on the nature of your disabilities, I may also ask you to provide me copies of supporting medical documentation (for example, MRI reports, operative reports, hospitalization summaries, etc.). As instructed in form SF 3112C, the statement will include all of the following: a history of your disabling medical conditions; a list/

3 ! 3 discussion of past and present medications; a list/discussion of past and present therapies and/or treatments; a list/discussion of hospitalizations; a list/discussion of relevant operative procedures and/ or diagnostic tests; a detailed account of your symptoms and physical and/or mental limitations; your prognosis; and your medical restrictions. Most importantly, the statement will include a detailed discussion of the causal relationship between your disabling medical conditions and your inability to perform one or more essential functions of your federal position of record. You and your practitioner will have the opportunity to review the statement and let me know if you have any questions, comments, concerns, corrections, or suggestions. Once the document is finalized, I will provide you and your practitioner instructions for printing, signing, and mailing the original hardcopy to me for inclusion with your application package. 5. SF 3112D: Agency Certification of Reassignment and Accommodation Efforts This 2-page form is completed by your agency and describes any efforts that the agency has made to accommodate and/or reassign you. Ideally, you and I should review this document before it is submitted to OPM so that we can identify (and request that your agency address) any errors, inaccuracies, or inconsistencies. However, depending on your employment status, we may not be able to obtain a copy of SF 3112D until after your disability claim has been submitted to OPM. Either way, I will thoroughly review every item of every section of SF 3112D and identify any language and/or information that is potentially harmful to your claim. If applicable, I will work closely with you and your agency to revise and submit the updated document to OPM. If your agency is unwilling to revise a potentially harmful statement, I will fully address the issue in your Cover Letter (see below). 6. SF 3112E: Disability Retirement Application Checklist This 1-page form is completed by your agency to provide OPM an overview of the documents contained in your application package. Ideally, you and I should review this document before it is submitted to OPM so that we can identify (and request that your agency address) any errors, inaccuracies, or inconsistencies. However, depending on your employment status, we may not be able to obtain a copy of SF 3112E until after your disability claim has been submitted to OPM. Either way, I will thoroughly review every item of every section of SF

4 ! E and identify any language and/or information that is potentially harmful to your claim. If applicable, I will work closely with you and your agency to revise and submit the updated document to OPM. If your agency is unwilling to make appropriate revisions, I will fully address any outstanding issues in your Cover Letter (see below). 7. Cover Letter Once forms SF 3112A, SF 3112B, SF 3112C, and SF 3112D have been finalized, I will draft a cover letter for your claim package. Although the cover letter is not a required document, it is one of the most important components of your application. The cover letter summarizes your medical history and provides a detailed analysis of your claim by discussing how and why you meet the eligibility requirements for FERS disability. In other words, the cover letter ties all of your documentation together by providing a comprehensive overview of your entire claim. Once drafted, you will have the opportunity to review the cover letter and let me know if you have any questions, comments, concerns, corrections, or suggestions. Once the document is finalized, I will provide you instructions for printing, signing, and mailing the original hardcopy to me for inclusion with your application package. 8. Application Assembly and Submission Once I have received ALL of the above forms from you, your medical practitioner, and your agency, I will assemble your entire application package. I will send you a secure link by which you will be able to view, download, and save an electronic copy of your application. You will review the entire package and let me know if you have any questions, comments, concerns, corrections, or suggestions. Once we agree on the content of the final package, I will send a hardcopy of your claim to the appropriate federal agency (which will depend on your current employment status) via certified mail. 9. Reconsideration Appeal Should your initial claim be denied for any reason, you will have the opportunity to file a Reconsideration Appeal with OPM. The Complete Package includes the Reconsideration Appeal. I will draft the appeal in direct response to the OPM denial letter. In order to draft the appeal, I may require you to provide me additional information and/or documentation. Once drafted, you will have the opportunity to review the appeal and let me know if you have any questions, comments, concerns, edits, or suggested changes. Once the appeal is

5 ! 5 finalized, I will provide you instructions for printing, signing, and mailing the original hardcopy to me. Finally, I will mail the hardcopy appeal package directly to OPM. If you re interested in finding out more about this service, including pricing and payment options, click here for a free 30-minute consultation!