“End of Year Review” All EN Payments Call 12-02-2014

1. “End of Year Review” All EN Payments Call 12-02-2014

2. Topics • Payments Basics • Payment Request Process • Universal Auto Pay • Available Resources • Q & A

3. Payment Process Assist the beneficiary to TWL or SGA Complete Individual Work Plan (IWP) Check Ticket Assignability Be sure to include Certification of Services when applicable (P1M4, P2M11, Out11 and Out22 only) Consider Universal Auto Pay Submit Payment Request Form 3

4. Certification of Services • Ensures Ticket Holders are receiving the services specified in the IWP or IWP Addendum • Should be submitted for: • Phase 1 Milestone 4 • Phase 2 Milestone 11 • Outcome 11 • Outcome 22

5. Payments Basics 5

6. Payment Method Comparisons Outcome Only Milestone/Outcome EN provides the services needed Beneficiary reaches certain TWL earnings with Federal cash benefits Milestone payments while beneficiary receives benefits EN can receive Outcome payments • EN provides the services needed • Beneficiary must reach a consistent earnings level of SGA and stop receiving Federal cash benefits • EN can receive Outcome payments

7. Outcome-Only Payment Method • No payments until • Beneficiary reaches gross SGA ($1,070/month non-blind; $1,800 blind or visually impaired for 2014) • Beneficiary stops receiving Federal cash benefits due to work earnings 7

8. Milestone/Outcome Payment Method • Payments can occur while beneficiary continues to receive Federal cash benefits • Payment types • Phase I Milestone • Phase II Milestone • Outcome 8

9. Phase I Milestones

10. Phase II Milestones • Ticket Holder reaches SGA but still receives Federal cash benefits • Based on single calendar months

11. Outcome Payments • Zero Federal cash benefit status

12. Exclusions • Prior Earnings Rule • 18 Month Look Back Tool • State Vocational Rehabilitation Involvement • Cost Reimbursement Payment to same VR • Successful Closure

13. When are Phase 1 Milestones Not Available? • Phase 1 Milestone 1 Payment: • TWL achieved in month prior to • Ticket assignment. 2. Phase 1 Milestone 2 Payment: TWL achieved in 3 of 6 months prior to Ticket assignment. May April Earnings month 18 months 9 6 Earnings months Earnings months 12 months Jan Feb Mar Apr May Jun Jul Ticket Assignment Month June 4. Phase 1 Milestone 4 Payment: TWL achieved in 6 of 12 months prior to Ticket assignment. 3. Phase 1 Milestone 3 Payment: TWL achieved in 6 of 12 months prior to Ticket assignment. Ticket Assigned Ticket Assignment Month Ticket Assignment Month

14. 18 Month Lookback Tool Web Access

15. Display Available Milestone Payments Available Milestone payments are shown

16. Milestone Reconciliation Payment • Beneficiary enters Outcome phase before EN receives their Milestone payments • Receive Milestone Reconciliation Payment Outcome Payments 1 2 3 4 5 6 7 8 9 10 11 12 Milestone Reconciliation Payment

17. Payment Request Form

18. When to Request a Payment

19. Types of Payment Requests

20. Evidentiary Request • Primary evidence • Pay stubs • Earnings statements prepared and signed by employer • The Work Number • Must include: • Beginning and ending dates of the pay period • Pay date • Gross earnings for the claimed month • Year-to-date gross earnings • Withholdings

21. Certification Request Payment Option • Secondary earnings information • Recent dated contact • Type of contact • Date of contact • Description of the information you learned regarding the beneficiary’s earnings level • Earnings Inquiry Request Response replaced by the Quarterly Beneficiary Earnings Record (QBER) or Earnings Alert* • National Directory of New Hires data or Unemployment Compensation Insurance Record* • Self Employment Income Form • Signed repayment agreement

22. Payment Request Form Indicate bank account status Indicate payment method ticket assigned under

23. How to Submit EN Payment Request Form

24. Other Portal Resources

25. EN Payment Status Report • If no payment or denial after 30 days, contact the Payment Help Desk for more information.

26. Universal Auto Pay

27. What is Universal Auto-Pay? • An automated system for paying ENs’ Outcome Payment claims. • All beneficiaries are included • Outcomes 1 – 12 • Outcomes 13 and up

28. Universal Auto-Pay Sign-up Process • Make sure you are eligible: • Current contract with Social Security • In good standing with Social Security • 5 or more tickets assigned • Not overpaid, or able to pay back overpayments • Signed repayment agreement

29. Sign-up Process • Complete and submit the Universal Auto-Pay Request Form

30. Payments • Universal Auto-Pay covers all Outcome payments • Outcome 1 must be requested • Outcomes 2 and up are automatic • Outcomes 1 – 12 • Received first week of fourth month following claim month • Claim month of April will provide payment in August • Outcomes 13 + • Received first week following the claim month • Claim month of July will provide payment in August • Catch-up payment

31. Certification of Services • Ensures Ticket Holders are receiving the services specified in the IWP or IWP Addendum • Must be submitted for: • Outcome 11 • Outcome 22

32. Available Resources

33. OSM Website Resources • The Portal • Information Center • Upcoming Events • Training • Resource Documents • Ticket to Work Home: https://yourtickettowork.com/web/ttw/home

34. OSM Phone Resources • Technical Assistance • Toll Free: 1.866.949.3687 • Option 1: Ticket Assignability IVR system • Option 2: Payment and Systems Help Desks • FAX: 703.893.4020 • TDD: 1.866.833.2967

35. Questions?