FROM: Barbara Hannah, Chief Counsel
SUBJECT: Disability Retirement Application of Marian C. Peterson
RECOMMENDATION:
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Review and determine the Nonservice-Connected Disability Retirement with Supplemental Retirement Allowance of Marian C. Peterson - San Bernardino County - ARMC.
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Requested Benefit:
1. Nonservice-Connected Disability Retirement with Supplemental Retirement Allowance
Staff Recommendation:
1. Marian C. Peterson is permanently incapacitated for the performance of duties and a disability retirement should be granted.
2. Marian C. Peterson’s disability is nonservice-connected based on the claimed injury(ies)/disease as listed in Exhibit A; therefore, grant a nonservice-connected disability benefit.
3. Marian C. Peterson is capable of gainful employment; therefore, deny the supplemental disability retirement allowance.
4. Staff shall initiate disability benefit payments with an effective date of July 24, 2024, date of application.
BACKGROUND:
This matter is closed session because the Applicant is capable of gainful employment and therefore, the recommendation is to deny the supplemental retirement allowance.
Medical Advisor - Jeffrey Wainstein, M.D.
Attorney - None
STAFF CONTACT:
Barbara Hannah
David Lantzer
ATTACHMENTS:
Exhibit A: Claimed Injury or Disease
Exhibit B: Demographic Information
Exhibit C: Medical Advisor’s Report
Exhibit D: Applicant’s Statement of Facts and Physician’s Report
Exhibit E: Department Statement of Facts
Exhibit F: Job Description, Physical Requirements