Q I retired voluntarily from Federal Employees Retirement System on July 31, 2009, for health reasons with plans to change to FERS disability later. I was told by the Office of Personnel Management that there would be no benefit for me to file for FERS disability since I retired voluntarily. I applied for Social Security disability and was approved on April 23, 2010, with benefits beginning in December 2009 (I was found to be disabled on June 10, 2009). Do I still have to return the supplement from August 2009 to November 2009? Also, can I receive Social Security disability without filing for FERS disability? If there is no benefit to changing FERS to disability, I would like to have just Social Security disability and my regular FERS annuity.
A: Because you were already eligible for an immediate unreduced annuity and were eligible for the special retirement supplement, your retirement benefit would have been equal to or greater than what you would have received if you had retired on disability. Now that you’ve been approved for Social Security disability benefits, you will be able to receive them and your FERS annuity.