<?xml version='1.0' encoding='utf-8'?>
<chapter num="01" heading="Definitions and General Provisions" title_num="22" subtitle_num="06">
  <regulation prefix="Regulation" num=".01" heading="Scope.">
    <text>This subtitle does not apply to the Judges' Retirement System or the Legislative Pension Plan.</text>
  </regulation>
  <regulation prefix="Regulation" num=".02" heading="Definitions.">
    <paragraph num="A.">
      <text>In this subtitle, the following terms have the meanings indicated.</text>
    </paragraph>
    <paragraph num="B.">
      <text>Terms Defined.</text>
      <paragraph num="(1)">
        <text>“Accidental disability retirement ”means:</text>
        <paragraph num="(a)">
          <text>An accidental disability retirement allowance granted in accordance with State Personnel and Pensions Article, §29-109, Annotated Code of Maryland; or</text>
        </paragraph>
        <paragraph num="(b)">
          <text>A special disability retirement allowance granted to a member of the State Police Retirement System in accordance with State Personnel and Pensions Article, §29-111, Annotated Code of Maryland.</text>
        </paragraph>
      </paragraph>
      <paragraph num="(2)">
        <text>“Applicant” means a member or former member who is the subject of a claim for disability retirement.</text>
      </paragraph>
      <paragraph num="(3)">
        <text>“Application for Disability Retirement” means the form available from the Retirement Agency that:</text>
        <paragraph num="(a)">
          <text>Is submitted to the Retirement Agency after the Board of Trustees grants a disability retirement to an applicant;</text>
        </paragraph>
        <paragraph num="(b)">
          <text>Signifies the applicant’s acceptance of a disability retirement; and</text>
        </paragraph>
        <paragraph num="(c)">
          <text>If permitted under State Personnel and Pensions Article, §21-401(a), Annotated Code of Maryland, includes:</text>
          <paragraph num="(i)">
            <text>The applicant’s election of the basic allowance or one of the optional forms of allowance payable in accordance with State Personnel and Pensions Article, §21-403, Annotated Code of Maryland; and</text>
          </paragraph>
          <paragraph num="(ii)">
            <text>The applicant’s designation of beneficiary.</text>
          </paragraph>
        </paragraph>
      </paragraph>
      <paragraph num="(4)">
        <text>“Board Secretary” means the Secretary for the Board of Trustees.</text>
      </paragraph>
      <paragraph num="(5)">
        <text>“Disability form” means:</text>
        <paragraph num="(a)">
          <text>An Application for Disability Retirement;</text>
        </paragraph>
        <paragraph num="(b)">
          <text>A Preliminary Application for Disability Retirement; or</text>
        </paragraph>
        <paragraph num="(c)">
          <text>A Statement of Disability.</text>
        </paragraph>
      </paragraph>
      <paragraph num="(6)">
        <text>“Disability retirement” means an accidental disability retirement or an ordinary disability retirement.</text>
      </paragraph>
      <paragraph num="(7)">
        <text>“Disability Unit” means the unit established within the Member Services Division of the Retirement Agency.</text>
      </paragraph>
      <paragraph num="(8)">
        <text>“Disabled” means the:</text>
        <paragraph num="(a)">
          <text>Applicant is mentally or physically incapacitated for the further performance of the normal duties of the applicant's position;</text>
        </paragraph>
        <paragraph num="(b)">
          <text>Incapacity is likely to be permanent; and</text>
        </paragraph>
        <paragraph num="(c)">
          <text>Applicant should be retired.</text>
        </paragraph>
      </paragraph>
      <paragraph num="(9)">
        <text>“Former member” has the meaning stated in State Personnel and Pensions Article, §20-101(t), Annotated Code of Maryland.</text>
      </paragraph>
      <paragraph num="(10)">
        <text>“Independent medical evaluation” means an evaluation by a medical practitioner who:</text>
        <paragraph num="(a)">
          <text>Has expertise in the diagnosis and treatment of the medical condition of the applicant;</text>
        </paragraph>
        <paragraph num="(b)">
          <text>Is not a treating physician of the applicant; and</text>
        </paragraph>
        <paragraph num="(c)">
          <text>Is retained by the Retirement Agency to provide an independent medical opinion.</text>
        </paragraph>
      </paragraph>
      <paragraph num="(11)">
        <text>“Judge” means an administrative law judge at the Office of Administrative Hearings.</text>
      </paragraph>
      <paragraph num="(12)">
        <text>“Medical board” means a board of physicians provided for in State Personnel and Pensions Article, §21-126, Annotated Code of Maryland.</text>
      </paragraph>
      <paragraph num="(13)">
        <text>“Office” means the Office of Administrative Hearings established as a unit of State government within the Executive Branch responsible for conducting hearings under State Government Article, Title 9, Subtitle 16, Annotated Code of Maryland.</text>
      </paragraph>
      <paragraph num="(14)">
        <text>“Ordinary disability retirement” means an ordinary disability retirement allowance granted in accordance with State Personnel and Pensions Article, §29-105, Annotated Code of Maryland.</text>
      </paragraph>
      <paragraph num="(15)">
        <text>“Party” means the Retirement Agency or the applicant whose rights are being adjudicated at a hearing conducted by a judge at the Office.</text>
      </paragraph>
      <paragraph num="(16)">
        <text>“Preliminary Application for Disability Retirement” means the form available from the Retirement Agency that:</text>
        <paragraph num="(a)">
          <text>Is submitted to the Retirement Agency contemporaneously with the Statement of Disability;</text>
        </paragraph>
        <paragraph num="(b)">
          <text>Signifies an applicant’s acceptance of a disability retirement in the event that the applicant is awarded a disability retirement but dies before the first to occur of the following:</text>
          <paragraph num="(i)">
            <text>The date the applicant submits an Application for Disability Retirement; or</text>
          </paragraph>
          <paragraph num="(ii)">
            <text>The date required for submitting an Application for Disability Retirement under COMAR 22.06.05.03 or .04; and</text>
          </paragraph>
        </paragraph>
        <paragraph num="(c)">
          <text>If permitted under State Personnel and Pensions Article, §21-401(a), Annotated Code of Maryland, includes:</text>
          <paragraph num="(i)">
            <text>The applicant’s election of one of the optional forms of allowance payable in accordance with State Personnel and Pensions Article, §21-403(a) or (b, Annotated Code of Maryland); and</text>
          </paragraph>
          <paragraph num="(ii)">
            <text>The applicant’s designation of beneficiary.</text>
          </paragraph>
        </paragraph>
      </paragraph>
      <paragraph num="(17)">
        <text>“Service retirement” means a service retirement allowance or a vested allowance payable under State Personnel and Pensions Article, Division II, Annotated Code of Maryland.</text>
      </paragraph>
      <paragraph num="(18)">
        <text>“Statement of Disability” means the form available from the Retirement Agency that:</text>
        <paragraph num="(a)">
          <text>Is submitted to the Retirement Agency to request an ordinary disability retirement;</text>
        </paragraph>
        <paragraph num="(b)">
          <text>States whether or not the applicant seeks an accidental disability retirement; and</text>
        </paragraph>
        <paragraph num="(c)">
          <text>Provides the information and documentation required under COMAR 22.06.02.02.</text>
        </paragraph>
      </paragraph>
    </paragraph>
  </regulation>
  <regulation prefix="Regulation" num=".03" heading="Completion and Submission of a Disability Form.">
    <paragraph num="A.">
      <text>Completion of a Disability Form.</text>
      <paragraph num="(1)">
        <text>A disability form is properly completed only if the form:</text>
        <paragraph num="(a)">
          <text>Is dated and signed in accordance with §A(2) of this regulation;</text>
        </paragraph>
        <paragraph num="(b)">
          <text>If the form is an Application for Disability Retirement or Preliminary Application for Disability Retirement, is properly acknowledged by a notary public; and</text>
        </paragraph>
        <paragraph num="(c)">
          <text>Is completed in accordance with:</text>
          <paragraph num="(i)">
            <text>The form’s instructions; and</text>
          </paragraph>
          <paragraph num="(ii)">
            <text>If the form is a Statement of Disability, the requirements set forth in COMAR 22.06.02.02.</text>
          </paragraph>
        </paragraph>
      </paragraph>
      <paragraph num="(2)">
        <text>Signature Requirements.</text>
        <paragraph num="(a)">
          <text>Except as provided in §A(2)(b) of this regulation, a disability form shall be signed and dated by the applicant.</text>
        </paragraph>
        <paragraph num="(b)">
          <text>If a disability form is completed for an applicant in accordance with State Personnel and Pensions Article, §29-103, Annotated Code of Maryland, and COMAR 22.06.02.03, the form shall be dated and signed by the individual with authority to submit the form on behalf of the applicant.</text>
        </paragraph>
      </paragraph>
    </paragraph>
    <paragraph num="B.">
      <text>Submission of a Disability Form.</text>
      <paragraph num="(1)">
        <text>A disability form is submitted on the date that it is received by the Retirement Agency at the mailing address provided on the form.</text>
      </paragraph>
      <paragraph num="(2)">
        <text>A disability form is not considered submitted if it is provided to the employer of an applicant.</text>
      </paragraph>
    </paragraph>
  </regulation>
  <regulation prefix="Regulation" num=".04" heading="When Membership in a State System Ends.">
    <paragraph num="A.">
      <text>Membership in a State system ends in accordance with the provisions of State Personnel and Pensions Article, Division II, Annotated Code of Maryland.</text>
    </paragraph>
    <paragraph num="B.">
      <text>In the event of the death of a member, membership continues until 11:59 p.m. on the date of death of the member.</text>
    </paragraph>
  </regulation>
  <regulation prefix="Regulation" num=".05" heading="Effect of Not Diligently Pursuing Claim or Accepting Disability Award.">
    <paragraph num="A.">
      <text>An applicant shall diligently pursue the applicant's claim for disability retirement.</text>
    </paragraph>
    <paragraph num="B.">
      <text>Subject to §C of this regulation, the Retirement Agency shall close an applicant's file if the applicant:</text>
      <paragraph num="(1)">
        <text>Does not provide the Retirement Agency information or documentation requested by the Retirement Agency or the medical board within 45 days of the date of the request;</text>
      </paragraph>
      <paragraph num="(2)">
        <text>Does not agree to report for an independent medical evaluation;</text>
      </paragraph>
      <paragraph num="(3)">
        <text>Fails to report for a scheduled independent medical evaluation and does not request a postponement at least 5 business days before the date of the evaluation;</text>
      </paragraph>
      <paragraph num="(4)">
        <text>If the Board of Trustees awards the applicant a disability retirement, fails to accept a disability retirement or a service retirement within 120 days of the date of the Board of Trustees’ award;</text>
      </paragraph>
      <paragraph num="(5)">
        <text>Fails to comply with any time requirement in this subtitle; or</text>
      </paragraph>
      <paragraph num="(6)">
        <text>Otherwise fails to diligently pursue the applicant’s claim for disability retirement.</text>
      </paragraph>
    </paragraph>
    <paragraph num="C.">
      <text>Extensions.</text>
      <paragraph num="(1)">
        <text>The Retirement Agency may provide not more than one extension of the date to respond to a request under §B1 of this regulation, for a period not to exceed 45 days, if an emergency or other extenuating circumstances prevented an applicant from timely responding to the request.</text>
      </paragraph>
      <paragraph num="(2)">
        <text>In the case of a request to postpone an appointment for an independent medical evaluation that is received fewer than 5 business days of the date of the scheduled evaluation, the Retirement Agency may only grant the request upon a showing of an emergency or other extenuating circumstances that prevented the applicant’s attendance at the evaluation. The Retirement Agency may require that the applicant make the postponement request in writing and provide documentation to support the request.</text>
      </paragraph>
    </paragraph>
    <paragraph num="D.">
      <text>Effect of Closing File.</text>
      <paragraph num="(1)">
        <text>If the Retirement Agency closes an applicant’s file, the applicant’s disability claim is terminated.</text>
      </paragraph>
      <paragraph num="(2)">
        <text>Closing an applicant’s file is not a final decision. The applicant may file a new disability claim if the applicant is eligible to apply at the time that the new disability claim is filed.</text>
      </paragraph>
      <paragraph num="(3)">
        <text>If an applicant chooses to file a new disability claim, a new Statement of Disability and Preliminary Application for Disability Retirement must be properly completed and timely submitted in accordance with the requirements of State Personnel and Pensions Article, Title 29, Annotated Code of Maryland, and this subtitle.</text>
      </paragraph>
    </paragraph>
  </regulation>
  <regulation prefix="Regulation" num=".06" heading="Access to File.">
    <text>On written request, an applicant may review the applicant's record on file at the Retirement Agency during normal business hours.</text>
  </regulation>
  <annotations>
    <annotation type="Authority">State Personnel and Pensions Article, §§21-110 and 29-101—29-118, Annotated Code of Maryland</annotation>
    <annotation type="History" subtype="Administrative History">Effective date: January 1, 1996 (22:26 Md. R. 2031)</annotation>
    <annotation type="History" subtype="Administrative History">Effective January 1, 1996, all of Title 22 was repealed and completely new regulations adopted. Codification and organization of the title were also completely changed. Consequently, the administrative histories of the revised Title 22 do not reflect regulatory activity before January 1, 1996. Refer to the old version of Title 22 or contact the Maryland State Archives for assistance.</annotation>
    <annotation type="History" subtype="Administrative History">Chapter revised effective October 15, 2012 (39:20 Md. R. 1309)</annotation>
    <annotation type="History" subtype="Administrative History">Regulation .02B amended effective November 24, 2016 (43:23 Md. R. 1280)</annotation>
    <annotation type="History" subtype="Administrative History">Regulation .04B amended effective November 24, 2016 (43:23 Md. R. 1280)</annotation>
    <annotation type="History" subtype="Administrative History">Regulation .05B, C amended effective November 24, 2016 (43:23 Md. R. 1280)</annotation>
  </annotations>
</chapter>