How I avoided a special issuance deferral

Disclaimer: Informational purposes only. Your situation and outcomes may vary considerably.

There are many details involved in an FAA authorization for special issuance which are well documented.

This is a good place to start: Application Process for Medical Certification

When an authorization is issued, there’s a paragraph that might look something like this:

You must promptly report any adverse changes in your medical condition or new symptoms, or any side effects from medication or changes to your medication, to the Branch Manager at the above address or your FAA Regional Flight Surgeon.

There’s a must in that paragraph, which means it’s mandatory. Also, it could help you avoid a deferral as it did in my case.

I had a change in my condition, and since it was my first time experiencing this, I reached out to my AME and asked if this would result in an automatic deferral. The answer was a quick “yes”. At the same time, I put together an email to the Regional Flight Surgeon describing the change.

The response from the AME was discouraging to say the least. A deferral at the time of this writing could mean 8-10 months of waiting. I had just experienced this in 2024 when I upgraded my medical to 2nd class.

Hot tip sidebar: If you have an authorization for special issuance and want to upgrade your medical, your AME must defer. If you qualify for Basic Med, you likely can obtain and carry that while you wait.

Here’s what happened next: I received a response from the Regional Flight Surgeon asking for records related to the change in my medical condition. They indicated that if I could supply those in quick order, they would try to turn a decision around before my medical expired. A glimmer of hope flared in my heart! Could I avoid a deferral?

I sent along the requested material no less than 30 minutes after I received their email. I received a digital copy of the letter less than two weeks later with this:

Your follow-up reports regarding your history of (redacted) have been favorably reviewed. Based upon this review, we have established you are eligible for continued Authorization for Special Issuance of a Second-Class Airman Medical Certificate under Title 14 of the CFRs, Section 67.401.

I sent the letter along to my AME prior to my medical exam and he confirmed that he would be able to issue because of this letter.

The only thing I would do differently would be to send along any pertinent medical records in the first email to the Regional Flight Surgeon. They are obviously working through a queue and any response will likely put you back in the line.

The timing of all this just barely worked out for me. Your experience may vary based on a whole host of conditions, but if this helps even one person avoid a deferral, I’m happy.

Supplemental Resources for the Private Pilot Journey

Becoming a pilot means signing up for a lifetime of learning. The Private Pilot ground schools cover all the material that’s required for the knowledge test. However, there are a treasure trove of additional resources that I found extremely helpful during my journey and I wanted to highlight a few of my favorites. I consider all of these resources to be well worth the investment.

Book: The Killing Zone: How & Why Pilots Die by Paul A. Craig

The title of this book might induce a little anxiety and I think this was entirely intentional. The standard training material helps us understand what the regulations allow. This book does a great job of helping us learn from the mistakes made by others. The other important bit is that Paul explains how to avoid repeating those mistakes. Generally, the greatest distribution of those mistakes are for pilots who have between 50 and 350 total flight hours. This book helped me to inform my personal minimums and provided lots of practical advice for identifying these hazards while still on the ground.

Book: Stick and Rudder: An Explanation of the Art of Flying by Wolfgang Langewiesche

This is a classic that still has tremendous value. It was well worth my time to read twice. Recovering from a stall is not intuitive for most people. When the ground is rushing towards you the instinct to pull back on the stick can be strong. “Getting the stick forward” is repeated many times in this book and I have no doubt that Wolfgang played a part in welding this into my brain. This book left me with a solid understanding of Angle of Attack.

Book: How to Fly an Airplane Handbook by Rod Machado

This book has some fantastic content to aid in understanding concepts and techniques. While your CFI has their own methods, this book can be a valuable supplement to aid in discussions. For example, Rod has a great chapter on approaching to land that includes techniques for determining if you are on the glidepath by using the Trapezoidal shape method. If your CFI hasn’t introduced this technique, it could be valuable to review it with them an evaluate whether it would be valuable to add it to your training.

Manual: VFR Communications – A Pilot-Friendly Manual by Pilot Workshops

This concise manual is laid out very well with helpful illustrations and useful context commentary. It proved a valuable resource to me as I prepared for those solo flights that encompassed different radio work scenarios. If your primary airport is non-towered, there are great tips for towered airports and vice versa.

Engines by Mike Busch

The subtitle “What every aircraft owner needs to know…” should not dissuade you if you are not an aircraft owner. While the book is quite technical, I found it very useful to read through to capture the main ideas without getting too involved in the details. For example, there is some very practical information on leaning and Cylinder Head Temperatures (CHT) vs Exhaust Gas Temperatures (EGT). This book is responsible for helping me develop the practice of monitoring CHT, especially on those hot summer days when a sustained climb at Vy could be harmful to the engine. I feel like the book did a great job of making me less ignorant when it comes to understanding the powerplant that keeps me aloft.

Resources

Note that some “books” may be available in eBook or Audio formats

The Killing Zone : How & Why Pilots Die by Paul A. Craig

Book : Stick and Rudder: An Explanation of the Art of Flying by Wolfgang Langewiesche

How to Fly an Airplane Handbook by Rod Machado

Manual: VFR Communications – A Pilot-Friendly Manual by Pilot Workshops

Engines by Mike Busch