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The AD 1046 form, known as the Leave Transfer Program - Recipient Application, serves a crucial purpose within federal workplaces. Designed specifically for employees facing significant medical emergencies, this form allows individuals to apply for transferred leave under Public Law 100-566. In order to complete the application process, applicants must provide a detailed account of their medical situation alongside necessary documentation, such as a physician's certification. Completing the application does not guarantee the receipt of donated leave, as it ultimately hinges on the willingness of donor employees to designate recipients. The form requires applicants to outline their personal and employment information while also detailing their current leave status, including any anticipated absence due to medical conditions. Once the applicant submits the completed AD 1046 through their supervisor, the agency will review the request to assess eligibility for leave donations. The entire process also emphasizes the importance of privacy, ensuring that sensitive information is handled appropriately as recipients may wish to remain anonymous or specify the details they are comfortable sharing.

Ad 1046 Example

Form Characteristics

Fact Name Fact Description
Purpose of the Form The AD 1046 form is used to apply as a leave recipient under the Leave Transfer Program established by Public Law 100-566.
Medical Emergency Documentation Applicants must attach documentation, such as a physician's certificate and medical prognosis, outlining the nature and severity of their medical emergency.
Submission Process Once completed, the form must be forwarded through the applicant's supervisor to the designated office in their agency for approval.
Leave Donation Not Guaranteed Receiving approval as a leave recipient does not guarantee that other employees will donate leave hours. The donor has the right to choose the recipient.
Minimum Leave Requirement To qualify, the applicant must be absent from duty without paid leave for at least 24 hours due to their medical condition or a family member's medical condition.
Privacy Act Statement The collection of information on the form is authorized by 5 U.S.C. 6311, which allows for the disclosure of social security numbers to ensure proper identification of recipients.
Part I Details Part I of the form requires the applicant or a designated employee to complete various personal details, including name, social security number, and medical emergency information.
Voluntary Publication Applicants can choose whether their case number and circumstances are published in the agency's PD News Express for potential donors to see.
Agency Review The agency that receives the application will review the applicant's current leave balances and determine approval status for the leave transfer.
Recent Updates The form was revised in April 1989, and instructions for applying to become an approved leave recipient are detailed in the FSIS Directive 4630.5.

Guidelines on Utilizing Ad 1046

Completing the AD 1046 form requires careful attention to detail and accurate information regarding your medical circumstances. After filling out the form, the next steps involve obtaining your supervisor's signature and submitting the application along with necessary attachments to the appropriate office in your agency.

  1. Provide your full name in the designated fields: Last, First, and Middle initial.
  2. Fill in your position title accurately.
  3. Enter your Social Security number in the specified space.
  4. Indicate your series, grade, or pay level.
  5. List your duty station and organizational title (i.e., agency, division, branch, section).
  6. Complete your office and home telephone numbers.
  7. Supply the name and contact information of your timekeeper, including their office address and telephone number.
  8. Enter the anticipated or actual duration of your medical emergency if known.
  9. Provide the dates when you exhausted your leave.
  10. Specify the amount of donated leave requested: hours, days, or months, along with the beginning and ending dates.
  11. Number your preferences for how donated annual leave should be applied.
  12. If you agree to publication, specify what information you are willing to share regarding your medical situation.
  13. Sign and date the certification section, either as the recipient or on behalf of another employee.
  14. Include your supervisor's signature and title in the appropriate section.
  15. Complete the agency review and approval section if necessary, and ensure that all information is accurate and fully completed.

Once this form is filled out, it’s essential to gather any required documentation, such as a medical certificate. The completed application should then be forwarded to the designated office for review and approval.

What You Should Know About This Form

What is the purpose of the AD 1046 form?

The AD 1046 form is used to apply for participation in the Leave Transfer Program under Public Law 100-566. This program allows employees facing medical emergencies to receive donated leave from coworkers. By applying, individuals seek to become leave recipients.

Who is eligible to apply for the Leave Transfer Program?

To qualify, an applicant must be experiencing a significant medical condition either personally or due to a family member. The applicant must have already exhausted their annual and sick leave, or expect to be absent without pay for at least 24 hours. Additionally, the absence must be approved by the supervisor.

What information is required to complete the form?

Applicants need to provide personal details such as name, social security number, position title, and contact information. A description of the medical emergency, documentation from a physician, and the anticipated duration of the absence should also be attached. It is essential to indicate how much leave is needed and any preferences for applying donated leave.

Is it mandatory to disclose the nature of my medical situation on the form?

No, disclosing the specifics of your medical situation is not a requirement. However, sharing some information may help fellow employees understand the need for donations. Only provide details you are comfortable sharing if you decide to publicize your circumstances.

Once I submit the AD 1046 form, what happens next?

The completed application should be sent through your supervisor to the designated office within your agency. The application will be reviewed, and approval is required before any donated leave can be applied to your account. If approved, specific pay periods for the leave may be designated.

What documentation must be submitted along with the form?

Along with the AD 1046 form, applicants must attach a brief statement outlining the medical emergency and supporting documentation, such as a physician’s certificate. This should include details about the condition, prognosis, and any anticipated leave duration.

Can I receive donated leave if my application is approved?

Approval as a leave recipient does not guarantee that leave will be donated. Donations depend on the willingness of other employees to contribute their leave. The process allows donors to select the recipients of their donated leave.

What happens if my application is disapproved?

If your application is disapproved, the reviewing official will provide a reason for the decision. You may be able to address any issues raised and reapply if your circumstances change or additional documentation becomes available.

Common mistakes

When filling out the AD-1046 form, individuals often make several common mistakes that can delay approval or lead to denial. One frequent error is the incomplete information in personal identification sections. Missing details such as the social security number, office telephone number, or office address can create complications. Ensure that every required field is accurately filled out before submission.

Another common mistake is failing to attach the necessary documentation. The form requires a description of the medical emergency along with appropriate medical documentation. Not including a physician’s certificate or the medical prognosis can lead to automatic disqualification of the application.

Additionally, many applicants misjudge the duration of the medical emergency. They may either overestimate or underestimate the actual period during which they will be unable to work. Accurately predicting the anticipated duration is crucial. This estimate should be realistic and based on the medical professional's advice.

Submitting the application without the required supervisor’s review is yet another pitfall. Many people forget to get their supervisor’s concurrence, which is essential. The application must flow through the proper channels to ensure it is seen and approved by the right authorities.

Another oversight involves the publication option in Section 18. Although it’s voluntary, some applicants either fail to indicate their preference or mistakenly choose to publicize too much personal information. Be mindful of what details are shared, as they will be made available to potential leave donors.

Lastly, individuals sometimes overlook their current leave balances. Failing to report the current sick and annual leave balance in Part II can lead to inconsistencies. Applicants should ensure they provide accurate information regarding their leave status to streamline the approval process.

Documents used along the form

The Ad 1046 form is utilized as part of the Leave Transfer Program, enabling federal employees to request leave donations in times of medical emergencies. Along with this form, several other documents serve to support the application process and provide necessary information. Below is a list of commonly used forms and documents that accompany the Ad 1046 form:

  • Medical Certificate: A physician's statement confirming the medical condition affecting the applicant. This certificate should outline the diagnosis, treatment plan, and expected duration of the medical issue.
  • SF-71, Application for Leave: This application is necessary for requesting any type of leave. It includes information about the leave dates and the reason for the absence, assisting in verifying the applicant's leave status.
  • Attachment Statement: A brief narrative that describes the nature and severity of the medical emergency. This mutual understanding helps clarify the urgency of the leave request.
  • Leave Balance Documentation: Recent records of the applicant’s annual and sick leave balances must be provided. This documentation is essential to confirm that the applicant has exhausted their available leaves.
  • Supervisor's Concurrence Form: This form demonstrates the approval or disapproval from the applicant's immediate supervisor regarding the leave request. Supervisor approval is critical to processing the application.
  • Family Medical Leave Act (FMLA) Documentation: If applicable, documentation related to the FMLA can support the case that the employee is facing family medical emergencies that necessitate leave.
  • Disability Benefits Application: If the employee is applying for disability benefits due to the medical emergency, including the application can help establish the severity and legitimacy of the leave request.
  • Personal Statement: A written statement from the employee providing personal insights regarding their condition, the impact on their work life, and any other relevant details that may assist in the evaluation of the leave request.
  • Leave Donation Form: This form enables colleagues to officially pledge their own leave hours to assist the recipient in need. It includes instructions on how to contribute to the leave transfer program.

In essence, the Ad 1046 form functions within a broader context of documentation that ensures leave requests are handled fairly and efficiently. Each attached document plays a crucial role in establishing the legitimacy of the request and facilitating the process of leave donations from coworkers.

Similar forms

The AD-1046 form serves as an application for individuals seeking assistance under the Leave Transfer Program (LTP). Several other forms share similar purposes or functions. Here is a list of seven documents that are comparable to the AD-1046 form:

  • SF-71, Application for Leave: Like the AD-1046, the SF-71 is used by employees to request leave. It serves as an official request to their supervisor and includes key information about the nature of the leave being requested.
  • FMLA Leave Request Form: This form is utilized by employees requesting leave under the Family and Medical Leave Act (FMLA). It also addresses the need for extended leave due to medical conditions but focuses on job protection and benefits during the leave period.
  • USDA Leave Benefits Form: This document assists employees in understanding their leave options and entitlements, acting similarly to the AD-1046 by facilitating applications for extended or transferred leave options.
  • Form 2500, Application for Leave Transfer: This form is specifically for employees wishing to donate their leave to another employee experiencing a medical emergency, aligning closely with the purpose of the AD-1046 in the context of leave transfer.
  • Continuation of Pay (COP) Form: Employees use this form to claim continuation of pay for work-related injuries or illnesses. Like the AD-1046, it is concerned with ensuring an employee's financial support during medical-related absences.
  • Employee Assistance Program (EAP) Referral Form: This document enables employees to apply for support services related to personal issues, including medical emergencies, similarly easing an employee's burden during health crises.
  • Workplace Accommodation Request Form: Employees seeking adjustments due to medical conditions use this form. It resembles the AD-1046 in its role of advocating for an employee's needs in a workplace impacted by health issues.

Each of these forms addresses specific needs related to leave or medical situations, highlighting the various avenues for support and assistance available to employees facing health-related challenges.

Dos and Don'ts

When filling out the AD 1046 form, following guidelines can help ensure a smoother application process. Here is what you should and shouldn't do:

  • Do provide a brief description of the medical emergency.
  • Do attach appropriate documentation, such as a physician's certificate.
  • Do include your anticipated duration of the medical emergency.
  • Do forward the completed form to your supervisor for approval.
  • Do ensure that all information is accurate and complete.
  • Don't forget to check the preferences for how donated leave will be applied.
  • Don't withhold any relevant medical information or documentation.
  • Don't submit the form without necessary signatures.
  • Don't leave any required fields blank; ensure they are all filled out.
  • Don't fail to understand that approval as a leave recipient doesn't guarantee donations.

Misconceptions

There are several misconceptions regarding the AD 1046 form, which can lead to confusion among potential leave recipients. The following list seeks to clarify these misunderstandings.

  • Misconception 1: Completion of the form guarantees leave donations.
  • Just because you fill out the AD 1046 form does not mean you will receive leave donations. Approval as a leave recipient does not ensure that employees will donate their leave hours.

  • Misconception 2: You must publish your medical circumstances to qualify.
  • This is false. You are not required to publicize your medical condition to qualify for the Leave Transfer Program. Choosing to share this information is entirely voluntary.

  • Misconception 3: You can apply without exhausting your own leave.
  • To be eligible, you must have exhausted all of your accrued annual leave and sick leave. If a personal medical emergency arises, usage of these leaves is mandatory before applying.

  • Misconception 4: The application process is entirely internal.
  • While the application is submitted through your agency, it ultimately must be approved by designated officials. Proper documentation must accompany your application for review and approval.

  • Misconception 5: Only severe illnesses qualify.
  • Not only severe illnesses are considered. Various conditions, including surgeries and family illnesses, can qualify for leave transfer under specific circumstances.

  • Misconception 6: Any type of leave can be used for medical emergencies.
  • You cannot request leave donations for any kind of leave. Only annual leave donations are applicable to support leave during medical emergencies.

  • Misconception 7: The application can be submitted without a physician's statement.
  • A medical certificate outlining the medical emergency is necessary when applying. This certificate must specify the condition, prognosis, and expected duration of absence.

Key takeaways

Filling out the AD 1046 form can be crucial when applying to become a leave recipient under the Leave Transfer Program. Understanding how to complete this form correctly ensures that your application has the best chance of approval. Here are the key takeaways:

  • Eligibility: You must be away from work for at least 24 hours due to a personal or family medical emergency to qualify.
  • Documentation: Attach a detailed description of your medical emergency along with supporting documents like a physician's certificate.
  • Leave Status: Ensure you have exhausted all your annual and sick leave before applying.
  • Part I Completion: Fill in all required fields, including your name, position, and leave details, in Part I of the form.
  • Public Disclosure: Decide if you want your case number and circumstances published for potential leave donations. This is optional.
  • Supervisor's Approval: Submit the completed form to your supervisor for their review and signature.
  • Medical Certification: Provide a medical certification that outlines your condition, prognosis, and expected duration of absence.
  • Submission Process: Send the completed form and attachments through your supervisor to the designated HR office.
  • Timekeeper Information: Include your timekeeper’s information accurately to facilitate the processing of your leave donations.
  • Understand Leave Application: Familiarize yourself with the terms regarding how donated leave can be allocated (e.g., to replace LWOP or advanced leave).

Completing the AD 1046 carefully can significantly impact your ability to receive much-needed leave during challenging times. Make sure to follow all steps and provide thorough documentation for the best outcome.